Attend The Family Office Club Private Investor Deal Flow Expo

Diplomat, Hollywood, Florida | March 28, 2022

Active investors are constantly in pursuit of excellent direct investment opportunities, and our annual Private Investor Deal Flow Expo is the only conference that brings together private investors with off-market deal flow.

For one day only, family offices, dealmakers, and private businesses will connect for a single purpose: to close a deal. Attendees will also enjoy insightful presentations and fast paced panel discussions chock-full of real-world direct investing insights from investors that invest across multiple asset classes.

This is a unique opportunity to get real-time feedback from over 30 ultra-wealthy investors who will be sharing their knowledge and expertise on-stage. You’ll also be able to meet and introduce yourself to over 100 investors who will also be attending.

Benefits of Attending

1. Build Your Family Office Co-Investment Network. You’ll learn how to network better with peers in the industry, build and reinforce strategic relationships and gain personal connections. This expo will give you the tools you need to rapidly expand your relations with family offices that are looking for direct investments, co-investments, and club deals.
2. Learn How to Structure Deals. Our family office speakers have completed direct investments with some of the largest Fortune 100 companies in the world, and together have conducted well over $1B in direct investments, hold over 1,000 total patents, and represent billions in capital.
3. Deal Flow & Due Diligence Best Practices. Discover step-by-step how family offices are attracting deal flow while still being discreet and private as well as what standards are being followed while conducting due diligence on potential acquisition targets.

Our focus for this year’s events is to promote a collaborative, relationship-building environment where family offices and institutional investors can share insights and resources, partner together on deals, and improve their operations with the help of their peers.

Who Will Be Speaking?

At the summit, you will have the opportunity to hear from more than 30 ultra-wealthy investors through a mix of standalone presentations and intriguing panel discussions.

If you have ever been to one of our conferences, you know that we are dedicated to featuring top institutional investors and family offices presenting on the most pressing topics, from allocation strategies to risk management and the best practices for guarding your wealth.

Every piece of information you gain from this expo will be handed down directly from successful investors who will be able to share the types of investments they look for and the ones they stay clear away from.

Who Will Be Attending?

Our conferences attract institutional investors, family office executives, private equity dealmakers, investment fund managers, high-net-worth individuals, and a variety of family office industry participants. As always, family office executives are welcome to attend and take advantage of the free admission policy.

Past attendees have included wealthy families looking to form a family office, single family offices, multi-family offices, real estate investment professionals, private business owners, hedge fund and private equity fund managers, investment bankers, private banking professionals, CPAs, attorneys, placement agents, third party marketers, and insurance agents.

This event focuses on direct investments and deal flow, which means that on-stage participants are either representing a deal or looking to invest capital in a new investment.

Learn Directly from Ultra-Wealthy Investors

A Family Office Club summit is unlike any other event that you’ve attended. Rather than sitting through a pitch-fest of different presentations, you’ll be learning face-to-face from over 30 ultra-wealthy investors as they share their professional insight right on stage.

You’ll discover the different types of investments that these investors seek and the ones they avoid. You can also expect to learn about some fundamentals on topics such as:

• Guiding Growth. Participating investors will talk you through the process of adding value, how you can improve your management performance and what helps portfolio companies really succeed in the market.
• The CIO Perspective. You’ll discover the step-by-step process in which investors strategically select the right investments for their family office portfolio.
• Risk Management and Due Diligence. Find out how the most successful investors perform their due diligence for identifying and avoiding any potential risks. If you’ve ever been curious as to how you can create a more comprehensive due diligence checklist, this will be very beneficial to you.
• Strategies for Boosting Your NOI & IRR. Learn all about some of the most successful proven techniques for optimizing your real estate investment portfolio. This includes how to properly analyze the net operating income for commercial property as well as the internal rate of return.

We look forward to seeing you there on March 28, 2022!