Freedom Capital Market's Summer Family Office Summit (July 24 - 25, 2023)

32 Star Island Rd.,Montauk NY 11954

24 July, 2023

Description

Freedom Summer Family Office SummitMontauk Yacht Club32 Star Island Rd, Montauk, NY 11954Monday July 24th - Opening Reception 6:00pm - 9:00pmTuesday July 25th Family Office Summit - 9:00am - 5:00pmSUMMIT AGENDA:8:00am – 9:00am Registration9:00am – 9:15am Introduction and Overview9:15am - 10:00am Economic Outook and Market Overview10:00am – 11:00am Family Office Panel: Tech and Innovation Investment StrategiesMany family offices are looking at technology investments in a variety of sectors – edtech, biotech, fintech, etc. By leveraging their knowledge and experience from their operating businesses and prior experiences and applying a tech overlay, they see opportunities for growth where others might not. 11:00-11:15 am Break11:15am – 12:00noon Presentation: TBD12:00pm – 1:00pm Lunch & Networking1:00pm – 1:45pm Navigating Multi-generational Family Businesses and Philanthropy1:45pm – 2:15pm Break2:15pm – 3:00pm Family Office Panel: Alternative Investments for Family OfficesAs Family Offices evolve and act more like institutional investors, they are allocating more capital to alternatives as a way to grow their AUM beyond the more traditional fixed income strategies. This includes investing heavily in PE and VC funds, participating in co-investments alongside the funds or doing direct deals themselves or with a group of other family offices. Family Offices are also investing in secondaries as a hedge against early-stage risk. 3:00pm – 3:45pm Family Office Panel: Investing in Sports, Media & EntertainmentFamily Offices Investing in Sports, Media & Entertainment are often in it for more than striclty financial returns. The opportunity to support a local franchise and to share the love of the game or the product with family and friends can tip the scale in favor of an investment. 3:45pm – 4:15pm Break4:15pm – 4:45pm Fireside Chat4:45pm – 5:00pm Closing Remarks/Recap Closing Reception* 6:00pm – 7:30pmIn conjunction with ACG-NY Summer Dealmaking*