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January 28
January 28 @ 8:00 am UTC-5

Single Family Office Peer Roundtable Discussion

Realizing value in a family office’s next direct investment, elusive as it may seem, is attainable with proper planning in the months, if not years, before deal close. Driving value at your next direct investment requires preparing a strategy to answer some important questions. The foundations of one’s strategy should be written down in a playbook. Developing a playbook will memorialize your firm’s decision-making process and solidify your theory of the case. Battle testing your argument with debate over the following questions is a good place to start:

  • What is your current decision making process when it comes to discovering value at a potential investment?
  • What is your integration strategy when working with a new investment? What is your process for realizing value?
  • What are the characteristics of your most profitable direct investment?
  • What are the characteristics of your least profitable investment?

During this roundtable discussion, we’ll share best practices and lessons learned to help increase playbook development and drive value at future portfolio companies.

The discussion is hosted in conjunction with Duane Morris LLP

Event Details

  • Date/Time
    January 28 8:00 am UTC-5 - January 28 10:00 am UTC-5
  • Venue
    New York, New York