Keiretsu Family Office Forum & Power Matching Exchange

14 Mar 2024
8:00am - 5:00pm PDT

Ticket Name Sale Ends Price Quantity
Keiretsu Members & Guests
15 Mar 2024
Free
Sale Ended
Non-Member Investor Guest
15 Mar 2024
$495.00
Sale Ended
Combo Pass - Family Office Forum & Investor Capital Expo
15 Mar 2024
$625.00
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Family Office Investor ($25M+ AUM)
15 Mar 2024
Free
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Virtual Broadcast Ticket
15 Mar 2024
Free
Sale Ended
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Keiretsu Family Office Forum & Power Matching Exchange 
Thursday, March 14th, 2024 from 8:00 AM - 5:00 PM

at

Microsoft Building 92 - 2nd Floor Conference Center
15010 NE 36th Street
Redmond, WA 98052 USA

Google Maps link 

Join us Thursday, March 14th, the day before the Investor Capital Expo, for great deal flow and thought leadership presentations at the Keiretsu Family Office Forum and participate in the Power Matching Exchange. We look forward to your engagement & participation!

"Engaging the NextGen through Entrepreneurship and Investing"
 

Overall Agenda for the Day: 
08:00 AM - 08:30 AM  Arrival, Registration & Setup
08:30 AM - 09:30 AM  Private Family Office Investor Roundtable Breakfast - Structure | Values | Engagement 

09:30 AM - 12:30 PM Keiretsu Power Matching Exchange
12:30 PM - 1:00 PM   Lunch Break 

01:00 PM - 05:00 PM   Keiretsu Family Office Forum
05:00 PM - 07:00 PM   VIP Reception

 

Keiretsu Power Matching Exchange
08:00 AM - 12:30 PM As Scheduled & Ad-Hoc

Join us for the gathering of the most active family office investors and angel investment groups in the United States and Canada to meet and connect. We are pleased to welcome delegates to showcase our collaborative spirit and build relations between all our investment organizations and provide access to high quality deal flow opportunities.

The Keiretsu Power Matching Exchange is an exclusive one-on-one event leveraging a unique  power matching system for Presenting Company CEOs to meet with pre-qualified family offices, investment funds, corporate investors/partners, and high net worth individuals to participate in exploration meetings. The event offers tailored networking opportunities for investors and like-minded individuals to learn, collaborate and build relationships during breakfast, lunch and receptions.

There are 5-10 available meeting slots on the agenda for each participant. We can also arrange meetings during lunch and networking receptions if both parties approve. 

Each exchange participant creates an investment or opportunity profile via the provided online survey. Upon final selection of the companies and investors each will receive a list and summary details. Investors and CEOs can each review and confirm those they have matched with.  Following each exchange meeting, participants will indicate their interest in further follow up and confirm next steps.

Each meeting is scheduled for 15 minutes, which will allow for a 5-minute introduction by the company, a 5-minute introduction by the investor and 5-minutes for mutual discussion. 

Investors please register online here, Participating Companies will be registered directly by our team. 

Please reach out to Nathan McDonald, at nathan@keiretsufamilyoffice.com or 206-255-8870 with any questions or please contact Lenin Fernandes (206) 737-3123 or via email to lenin@k4northwest.com or Brianna McDonald (206) 498-8223 or via email to brianna@keiretsuforum.com

 

Morning Agenda: 
08:00 AM - 08:30 AM  Arrival, Registration & Setup
08:30 AM - 09:30 AM  Private Family Office Investor Roundtable Breakfast - Structure | Values | Engagment 

08:30 AM - 09:30 AM  Booth Setup & Breakfast 

09:30 AM - 10:00 AM Power Matching Overview & Introductions
10:00 AM - 12:30 PM  Power Matching Exchange One-on-One Meetings
12:30 PM  - 01:00 PM Lunch Break

 

"Engaging the NextGen through Entrepreneurship and Investing"

Keiretsu Family Office Forum
1:00 - 5:00
PM

The Keiretsu Family Office Forum brings together thought leaders and Family Office investors to share their investment experiences, best practices and solutions to solve for key "pain points" that private investors  experience including:

  • Creating a long term plan to for your alternative / entrepreneurial investing
  • Building your investment support team
  • Accessing deal flow and due diligence resources for direct investing
  • Building your co-investment network for follow on funding and liquidity
  • Finding the right support to fit your investment strategy and goals


We are pleased to welcome over 20 family office speakers from across the country who will be joining us to share their wisdom and experience on the following topics through panel discussions and keynote presentations.

 

Afternoon Agenda: 
12:45- 01:00 PM - Nathan McDonaldWelcoming Remarks & Forum Overview

01:00 PM - 01:30 PM - Connie H Morgan,  Lessons Learned from Five Generations of Entrepreneurship & Investing
01:30 PM - 01:50 PM - Mick Wiskerchen, The Diligence & Expertise to Scale & Exit

01:50 PM - 02:20 PM - Matthew Le Merle, Blockchain Investing for the NextGen
02:20 PM - 02:30 PM - Ronald S. Diamond, NextGen Family Office Investment Trends
02:30 PM - 03:00 PM - NextGen Family Office Panel: Amanda Reed, Loeb Family Office; Craig D'Cruze, Inverted Ventures; Bridget Kilroy, The Global 51

03:00 PM - 03:30 PM - Syndication Showcase Block 1
03:30 PM - 04:00 PM - Family Office Investment Outlook Panel: Ronald Weissman, Chair ACA;  Martin Tobias, Incisive Ventures; Katherine Hill RitchieNottingham Spirk; Reg Athwal, TAO Legacy Holdings
04:00 PM - 04:30 PM - Syndication Showcase Block 2
04:30 PM - 04:45 PM - Nathan McDonald, Takeaways & Concluding Remarks
04:45 PM - 05:00 PM - Collect Gold Sheets & Adjourn to Reception
05:00 PM - 07:00 PM - VIP Reception & Networking


Keynote speakers and panelists will be confirmed shortly and added above. Please reach out to Nathan McDonald, at Nathan@KeiretsuFamilyOffice.com or 206-255-8870 with any questions.

Sponsors: 

 Traveling from out of town? Click here to view our hotel recommendations list. 

Hotel Recommendation List

Click here to see the driving instructions and parking information.

Parking 


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Questions? Please call (206) 529-3687 or email lenin@k4northwest.com.

14 Mar 2024
8:00am - 5:00pm PDT

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  • Microsoft Building 92, 15010 NE 36th St, Redmond, WA 98052, USA
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