Ivy Family Office Network

Ivy Family Office Network (IVYFON)- June 23rd-24th Seminar New York City

The Ivy Family Office Network (IVYFON) is having a family office and institutional investor forum which will be limited in person in New York City and online on June 23rd-24th from 8 a.m. eastern time to 5:00 p.m eastern time. We will be covering family office trends with a deep dive into the New York and Northeast business investment eco system. We expect 350 people online and in person, more than 100 are already registered. This is our first in person NYC event. We will broadcast the event globally each day.

The agenda is here – https://ivyfon.com/jun23-24forum/agenda.html .

You can register to view online via (free) Zoom here – https://ivyfon.com/jun23-24forum/registration.html.

There will be some capacity for in person attendance. Please contact me for more information.

Speakers include:

Mauro Andriotto of SMC (Swiss Family Office), Christian Malek, Managing Partner – Novastone Capital Advisors (Swiss Family Office), Russell Deakin of Aceana Group, Fred Nazem of Rejuvenan and Sandra Familet of CFL3 family office.

There is an outdoor dinner party for family offices, institutional investors and sponsors following the forum. We expect 35-50 attendees.

About IvyFON:

IvyFON is a leading provider of forums for institutional investors and family offices. More than 3,000 people have attended our events since April, 2020 during the pandemic. We have had more than 50,000 attendees at our events with more than 4,500 speakers since inception.

Headline Speakers Added March 15th – Online 2021 Outlook Family Office & Institutional Investor

We have added more headline speakers to the Ivy Family Office Network (IVYFON) SXSW family office and institutional investor forum which will be limited in person in downtown Austin, TX and online on March 15th from 8 a.m. central time to 4:30 p.m central time. We will be covering family office trends with a deep dive into the TX business investment eco system. We expect 350 people online more than 300 are already registered. We will broadcast the event globally all day. We average 350 registrants per monthly forum.

The agenda is here – https://ivyfon.com/mar15forum/agenda.html.

You can register to view online via (free) Zoom here – https://ivyfon.com/mar15forum/registration.html.

If you wish to attend in person, please contact me directly. Please note, with Texas re-opening on March 10th, we have added an outdoor reception to the event for family offices.

New headliners include: Anthony Emtman of Ikigai Asset Management (top performing cryto hedge fund), David Drake of LDJ Capital, Laurence Richards, of Legacy Road Family Offices, Ed Butowsky of Chapwood Investments and Ari Rastegar of Rastegar Property Company

Other speakers include Nick Markola of Markola LLC, Laurence Richards of Legacy Road Family Offices, Sean Doolan of Global Founders Capital, Josh Roach of LLoyd Capital Partners, Bradley Rotter of Entanglement Research Institute, Inc., Chip Perkins of Perkins Fund Marketing, J. Alan Reid of Reid Partners, Alan Snyder of Shinnecock Partners, , Robert Mason of Mason Capital Partners, Scott D. Cheskiewicz of Jackson Walker, Nancy Fechnay and Robert Butler of Butler Advisory. More are listed below my signature.

About IvyFON: IvyFON is a leading provider of forums for institutional investors and family offices. More than 3,000 people have attended our events since April, 2020 during the pandemic. We have had more than 45,000 attendees at our events with more than 4,000 speakers since 2001.

Invitation March 15th Austin – Online 2021 Outlook Family Office & Institutional Investor

The Ivy Family Office Network (IVYFON) is having a family office and institutional investor forum which will be limited in person in downtown Austin, TX and online on March 15th from 8 a.m. eastern time to 5:00 p.m eastern time. We will be covering family office trends with a deep dive into the TX business investment eco system. We expect 350 people online more than 60 are already registered. We will broadcast the event globally all day. We average 350 registrants per monthly forum.

The agenda is here – https://ivyfon.com/mar15forum/agenda.html.

You can register to view online via (free) Zoom here – https://ivyfon.com/mar15forum/registration.html.

Speakers include Alan Snyder of Shinnecock Partners, Anthony Emtman of Ikigai Asset Management, Robert Mason of Mason Capital Partners, Scott D. Cheskiewicz of Jackson Walker, Nancy Fechnay of Graham Family Office and Robert Butler of Butler Advisory

More Speakers Added to the Ivy Family Office Network Family Office & Institutional Investor Forum

More speakers have been added to the Ivy Family Office Network (IVYFON) family office and institutional investor forum which will be limited in person in the Boston suburbs and online on February 16th from 8 a.m. eastern time to 5:00 p.m eastern time. We will be covering the economic outlook for 2021 with a distinctly Boston / New York / Northeast US point of view. We expect 350 people online more than 250 are already registered. We will broadcast the event globally all day. Our most recent audience size was 500+ for our January 12th-13th Silicon Valley conference.

New speakers include David Eigen of Post Road Capital, Josh Roach of Lloyd Capita Partners, Shawn Iadonato of Kineta Inc, Gary Domoracki of Oppenheimer & Co and Skip Coomber of Professional Family Office Services.

The agenda is here – https://ivyfon.com/feb16forum/agenda.html.

You can register to view online via (free) Zoom here – https://ivyfon.com/feb16forum/registration.html.

Other speakers include Michael Mescher of Gammon Capital, Bob Doniger, of Grand Park Capital,Joan Fallon of Curemark, Alan Snyder of Shinnecock Partners, Anthony Emtman of Ikigai Asset Management, and Alo Ghosh of AI Labs. More speakers are added after my signature.

About IvyFON:

IvyFON is a leading provider of forums for institutional investors and family offices. More than 3,000 people have attended our events since April, 2020 during the pandemic. We have had more than 45,000 attendees at our events with more than 4,000 speakers since 2001.

Invitation February 16th Boston – Online 2021 Outlook Family Office & Institutional Investor

The Ivy Family Office Network (IVYFON) is having a family office and institutional investor forum which will be limited in person in the Boston suburbs and online on February 16th from 8 a.m. eastern time to 5:00 p.m eastern time. We will be covering the economic outlook for 2021 with a distinctly Boston / New York / Northeast US point of view. We expect 350 people online more than 120 are already registered. We will broadcast the event globally all day. Our most recent audience size was 500+ for our January 12th-13th Silicon Valley conference.

The agenda is here – https://ivyfon.com/feb16forum/agenda.html.

You can register to view online via (free) Zoom here – https://ivyfon.com/feb16forum/registration.html.

Speakers include Michael Mescher of Gammon Capital, Joan Fallon of Curemark, Alan Snyder of Shinnecock Partners, Anthony Emtman of Ikigai Asset Management, and Alo Ghosh of AI Labs. More speakers are added after my signature.

About IvyFON:

IvyFON is a leading provider of forums for institutional investors and family offices. More than 3,000 people have attended our events since April, 2020 during the pandemic. We have had more than 45,000 attendees at our events with more than 4,000 speakers since 2001.

Invitation January 12th-13th West Coast – 2021 Outlook Family Office & Institutional Investor Forum

The Ivy Family Office Network (IVYFON) is having a family office and institutional investor forum which will be limited in person in Palo Alto and online on January 12th-13th from 8 a.m. pacific time to 5:00 p.m pacific time. We will be covering the economic outlook for 2021. We expect 350 people online (more than 70 registered after a few days of registration availability). We will broadcast the event globally all day. Our most recent audience size was 400+ for our December 9th Miami conference.

The agenda is here – https://ivyfon.com/jan12-13forum/agenda.html.

You can register to view online via (free) Zoom here – https://ivyfon.com/jan12-13forum/registration.html.

If you are in California or a neighboring state and wish to attend in person, please contact me directly.

Speakers include Fred Nazem of Rejuvenan, Pat Soldano of Family Business Enterprise, Ken Frier of SECOR Asset Management, Michael Ashley Schulman of Running Point Capital and Mike Atkinson of Auric Opportunity Fund. More speakers are added after my signature.

About IvyFON:

IvyFON is a leading provider of forums for institutional investors and family offices. We have had more than 45,000 attendees at our events with more than 4,000 speakers since 2001.

Invitation June 29th Online Virtual Family Office and Institutional Investor Luncheon

The Ivy Family Office Network (IVYFON) has assembled a group of subject matter experts on investing in downturns for an online family office and institutional investor luncheon on June 29th from 12 noon eastern time to 3:00 p.m eastern time. There is no fee to participate. We are limiting participation to 300 people and have more than 70 people are registered after a few days of registration availability.

The agenda is here – https://ivyfon.com/jun29forum/agenda.html . You can register here – https://ivyfon.com/jun29forum/jun29register.html
We have also confirmed that we will be restarting our live / simulcast all day forums on July 28th in Austin, TX, then in August with events in Chicago and San Diego. More information is below. Oliver Wriedt will be the headline speaker for the event. Oliver is Chief Executive Officer of DFG Investment Advisers. Mr. Wriedt joined DFG in 2019 as Chief Executive Officer. He is responsible for overseeing business strategy and day-to-day management of the firm, driving product development, and leading fundraising efforts. He has twenty-five years of experience in lending, structuring, portfolio management and business development. DFG has presented to our group in the past in particular during the past crisis when CLOs were mispriced. DFG believes we are again at a point in this cycle where there is CLO mispricing and DFG can pursue those opportunities.

Prior to joining the firm, Mr. Wriedt spent 6 years at CIFC Asset Management, where served as Co-Chief Executive Officer. Prior to joining CIFC, Mr. Wriedt served as a Managing Director in Providence Equity Partners’ Capital Markets Group, where he focused on the build out of the firm’s direct lending, long/short credit and CLO issuance efforts. Mr. Wriedt serves as a director on the board of The River Fund, a non-profit organization dedicated to eradicating hunger, homelessness and poverty in New York City. Mr Wriedt will be joined by two family offices. Sean Koh is an expert in cross-border transactions in finance, technology, entertainment and other various fields. With a variety of private asset management and project finanacing, Sean has invested billions of dollors with his family office Koherent Incorporated.

Having also grown up in New York City, Sean is deeply rooted in a multi-generational family of entrepreneurs who invented HDMI and privatized emerging markets, and strongly values giving back to society. He is a graduate of the Wharton School of Business.
Entrepreneurship is part of Brian Koo’s DNA. He is the eldest grandson of the founder of LG Electronics. Brian is the founder of three prolific funds—Harbor Pacific Capital, Innovation Hub, and Formation 8.
Today, he is challenging the traditional venture capital model as the leader of Formation Group, where he has incubated two companies: EVA Automation, a smart home company that acquired Bowers & Wilkins in 2016, and FLK, an online grocery marketplace.

The agenda is here – https://ivyfon.com/jun29forum/agenda.html . You can register here – https://ivyfon.com/jun29forum/jun29register.html

We will follow up this luncheon with more information on down cycle investing we learned during the 2008 economic downturn.

About IvyFON:
IvyFON is a leading provider of forums for institutional investors and family offices. We have had more than 45,000 attendees at our events with more than 4,000 speakers since 2001.

More Emerging Strategy Speakers Added October 15th Family Office Forum

We have added new emerging strategies and presentations for the Ivy Family Office Network, Family Office 2019 Trends forum on October 15th, 2019 in midtown New York City. It is a full-days seminar https://ivyfon.com/oct15forum/index.html . There is a family office-only dinner party following the forum. There is a nominal fee for Single Family Offices (SFOs) and Ultra High Net Worths.

We have added Justin Zhen of Thinknum and Bill Libby of Upper90 to our agenda. Thinknum is a leader in the emerging field of alternative data which uses available web data and has created more than 400,000+ corporate data sets. Many hedge funds and alternative investment funds use this information to create alpha and strategic advantage. 8 of 10 top investment banks use Thinknum Alternative Data. Upper90 is a new style alternative lending firm that provides funding and liquidity to app developers and other new economy firms who rely on Apple, Google, Facebook or other large internet platform for revenue flow.

Headline speakers include: Paul Brodsky of Pantera, John Frankel of ff Venture Capital and Peter Lewis of Wharton Equity Partners. Last year more than 3,000 people attended our events globally. Several hundred family offices attend our events annually.

Other speakers include: Anthony Gellert of Livingston Capital, Joshua B Siegel of Rubicon Venture Capital and Jalak Jobanputra of FuturePerfect Ventures.

The event runs from 8:00 a.m. to 4:30 p.m. with breakfast, lunch and a reception. Attendance is limited to a total of 120 people from SFOs, Multi-Family Offices (MFOs) and a select group of family office related businesses. Our events typically sell out and we have some of the best in the industry ratios of family office attendees. More information is below.

Family Offices, Ultra High Net Worths and Open Architecture RIAs can register here – https://ivyfon.com/oct15forum/oct15sfo.php

All Others can register here – https://ivyfon.com/oct15forum/oct15nfo.php

The agenda is here – https://ivyfon.com/oct15forum/agenda.html .

About IvyFON:

IvyFON is a leading provider of forums for institutional investors and family offices. We have had more than 45,000 attendees at our events with more than 4,000 speakers since 2001.

The Ivy Family Office Network (IVYFON) – Full-Day Seminar

New York – Ivy Family Office Network, IvyFON, announces its Family Office Outlook 2019 Forum On September 10^th 2019 In Midtown New York City. It is a full-day seminar.

Family offices continue to experience significant growth across the world. Ivy Family Office Network, IvyFON, announces its family office outlook 2019 forum.

The basic aim is to share insights and improve the overall knowledge of the family office and institutional investor class. The seminar is ideal for investors and business owners alike. There is a family office-only dinner party following the forum. There is a nominal fee for Single Family Offices (SFOs) and Ultra High Net Worth’s.

Speakers include:

Marie DeFalco of Lowenstein Sandler, Andreas Bodmeier of Chicago Atlantic Group, Ed Schmults of Calyx Peak Companies, and Bob Stefanski of eLab Ventures.

Last year more than 3,000 people attended the events globally. Several hundred family offices attend their events annually. The event runs from 8:00 a.m. to 4:30 p.m. with breakfast, lunch and a reception. Attendance is limited to a total of 120 people from SFOs, Multi-Family Offices (MFOs) and a select group of family office related businesses. Their events typically sell out and they have some of the best in the industry ratios of family office attendees.

Here are the details of the seminar –

Date: September 10th, 2019

Time: 8 A.M.

Venue: Midtown Manhattan Conference Center

Business Contact/Person Name: Marty Secada

Designation: Managing Director

Organization Name: Ivy Family Office Network (IVYFON)

Full Address with zip Code: 90 SW 91st Avenue, Suite 307, Plantation, FL 33324

Email (Business Email): info@ivyfon.com

More information is below. Family Offices, Ultra High Net Worths and Open Architecture RIAs can register here – https://ivyfon.com/sep10forum/sep10sfo.php

Single Family Offices, Multi-Family Offices, High Net Worth Individuals and other Private Investors can attend the seminar. Breakfast, lunch and a reception are part of the program. For more details, please visit – http://ivyfon.com/sep10forum/agenda.html

About IvyFON –

IvyFON is a leading provider of forums for institutional investors and family offices. We have had more than 45,000 attendees at our events with more than 4,000 speakers since 2001.

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