Keiretsu Family Office Forum & Power Matching Exchange

20 Aug 2025
9:15am - 5:00pm PDT

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Keiretsu Members & Guests
20 Aug 2025
Free
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Non-Member Investor Guest
21 Aug 2025
$495.00
Sale Ended
Combo Pass - Family Office Forum & Investor Capital Expo
20 Aug 2025
$625.00
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Family Office Investor ($25M+ AUM)
20 Aug 2025
Free
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"Engaging the NextGen through Entrepreneurship and Investing"


Keiretsu Family Office Forum & Power Matching Exchange 
Wednesday, August 20th, 2025 
Washington Athletic Club
1325 6th Ave. - 3rd Floor Crystal Ballroom
Seattle, WA 98101
Google Maps Link


Join us Wednesday, August 20th, 2025 , 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! 

Our theme for 2025 is "Engaging the NextGen through Entrepreneurship and Investing"

Overall Agenda for the Day: 
08:00 AM onwards: Arrival, Registration, Setup & Breakfast
08:00 AM - 09:15 AM  Private Family Office Investor Roundtable Breakfast - Structure | Values | Engagement; Moderated by Amy L Brodsky
09:30 AM - 12:30 PM Keiretsu Power Matching Exchange One-on-One Meetings
12:30 PM - 1:00 PM   Lunch Break 
01:00 PM - 05:00 PM   Keiretsu Family Office Forum

 Power Matching Exchange & Speed Dating
09:30 AM - 12:30 PM As Scheduled & Ad-Hoc
Investors - Please Complete Exchange Survey Here - Click Here

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 Power Matching Exchange and Speed Dating 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 5-7 available extended 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 been matched with.  Following each exchange meeting, participants will indicate their interest in further follow up and confirm next steps.

Each meeting is scheduled for 10 minutes, which will allow for a 4-minute introduction by the company, a 4-minute introduction by the investor and 2-minutes for mutual discussion and rotation. 

CEO & Investor Speed Dating

Following the Power Matching Exchange, we are excited for you to join us for an exciting Keiretsu Family Office Forum pre-event high energy in-person startup-investor matchmaking event designed to spark meaningful connections, deliver actionable feedback, and unlock real investment opportunities.

Each CEO will participate in multiple one-on-one meetings with investors in
a “speed dating” format:
• 90 seconds – 1:1 verbal pitch (no slides allowed)
• 2 minutes – Q&A and direct feedback from the investor
• Investor Scoring – Each investor will rate the pitch on a scale of 1–5 and
provide immediate feedback to the founder

We aim to host up to 10+ investor meetings for speed dating for a total of up to 20 scheduled meetings  for participating CEOs.

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

Please reach out to Nathan McDonald, at nathan@keiretsucapital.com or 206-255-8870 with any questions or please contact Lenin Fernandes (206) 737-3123 or via email to lenin@k4northwest.com  or Stephanie Haaf (206) 529-3687 or via email to shaaf@keiretsuforum.com 

Detailed Morning Agenda: 
08:00 AM - Arrival, Registration & Setup & Breakfast
08:00 AM - 09:15 AM  Private Family Office Investor Roundtable Breakfast - Structure | Values | Engagement; Moderated by Amy L Brodsky
09:30 AM - 9:45 AM Power Matching Overview & Introductions
9:45 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.

 

Detailed Afternoon Agenda: 
12:45- 01:00 PM Nathan McDonaldWelcoming Remarks & Forum Overview
01:00 - 01:20PM - Opening Keynote: Matthew Le Merle , Blockchain Coinvestors & Fifth  Era - "Future of FinTech, Blockchain & AI Investments"
01:20 - 01:45PM - CVC Investment Panel: Angela TaylorAccelerate Growth Solutions;  Moderator;  Jim Chi,  Oregon Sports Angels (Ex-Nike Ventures); Peng-Sang Cau, Siemens; Brett May, Advantary Capital (Ex-McKinsey, GE & Cisco); Kate Niedermeyer, Amazon Web Services(AWS); Masao Koyama, Mitsubishi Corporation
01:45 - 02:00 PM - The Future of Crowdfunding with Sherwood "Woodie" Neiss
02:00 - 02:30 PM - Cultivating the NextGen Family Office Panel: Amy L Brodsky, Moderator; Adam Jacobs, The Jacobs Scheriff Group; Caleb Tannehill, Three Bay Capital; Tallulah Le Merle, Fifth Era Family Office
02:30 - 02:55 PM - Syndication Showcase Block 1 
02:55 - 03:35 PM - Family Office Investment Outlook Panel: Nathan McDonald,  Moderator; Bryant Hayward, De La Prym Family Office; Neal Bloom, Rising Tide Partners; Stephen Kuhn, Advantary Capital; Trey Natherson, Private Family Office
03:35 - 04:00 PM - Syndication Showcase Block 2
04:00 - 04:30 PM - AI Investment Outlook Panel:  Dusty Majumdar, Moderator; Vamsi Sistla, Symbolic Mind; Monte Gibbs, AI Product Leader & Architect;  Stacey Engle, TWIN Protocol
4:30 - 4:45 PM
-  Nathan McDonald, Takeaways & Concluding Remarks, Collect Gold Sheets 
4:45 - 5:00 PM- Networking & Adjourn 


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

 

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

20 Aug 2025
9:15am - 5:00pm PDT

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  • 1325 6th Ave, Seattle, WA 98101, USA
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