Keiretsu Syndication Summit + Family Office Forum & Exchange

Keiretsu Family Office Forum
12:30 - 4:30 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.

Zoom Meeting Link:  (Click the link below)

https://us06web.zoom.us/webinar/register/7316908451799/WN_-fKy92-xRGuyPvO9fQq7HQ

Afternoon Agenda: 

12:30 AM - 12:45 PM - Welcoming Remarks & Forum Overview
12:45 PM - 01:00 PM - Angel Group Syndication with Family Office Capital, Nathan McDonald, Keiretsu Family Office
01:00- 01:30 PM - Kickoff Keynote Presentation:  Ron Weissman, Chairman, Angel Capital Association
01:30 PM - 01:50 PM - Keynote: Scaling up Secrets with Bill Gallagher
01:50 PM - 02:05 PM - Syndication Showcase Block 1
02:05 PM - 02:15 PM - Recent Trends for Family Offices & Venture with Ronald Diamond, Diamond Wealth
02:15 PM - 02:45 PM - Family Office Investment Outlook Panel: Keshav Rao, Moderator; Craig D'Cruze, Inverted Ventures; Katherine Hill Ritchie, Private Capital Investments;  Ken Goldman, Hillspire, Matt Salloway, GSI Ventures; Ted Ackerley, Ackerley Partners
02:45 PM - 03:00 PM - Syndication Showcase Block 2
03:00 PM - 03:30 PM - AI Investment Outlook Panel Discussion: S. Chakra Chennubhotla, PredxBio; Melanie Salvador, Executive Board Member, Singularity Ecosystem Venture Fund; Armando Viteri, neubloc, Adrian Mendoza, Mendoza Ventures
03:30 PM - 04:00 PM - Syndication Showcase Block 3
04:00 PM - 04:30 PM - Concluding Keynote: Michael Loeb - The Startup Family Office 
04:30 PM - 05:30 PM - Networking in Breakout Room
05:30 PM - Wrap Up & Adjourn

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.

Keiretsu Power Matching Exchange
10:00 AM - 5:00 PM; As Scheduled & Ad-Hoc

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 8-10 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

Sponsors: 

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