Involvement

W
e invest significant resources in “staying ahead of the curve.”  Our team continually strives to participate in a variety of relevant conferences and forums, to help us stay abreast of the newest opportunities and developments in private equity and family businesses.  The firm’s thought leadership has been repeatedly recognized, through press and invitations to participate as a guest speaker at many of these events.

  • Family Office Exchange (FOX) Owner Operator Council 2018 meeting, Speaker
  • Family Office Association (FOA) 2018 Miami conference, Speaker
  • Florida Family Office Conference 2017, Speaker
  • YPO Family Office Principal Group Fall conference 2017, Speaker
  • CCC Alliance Fall meeting 2017, Speaker
  • Tiger 21 meetings (Denver and Seattle) 2017, Speaker
  • TerraLex Global M&A Practice meeting, Speaker
  • Family Office Private Capital Forum 2017
  • Institute of Private Investors (IPI) Spring Forum 2017, Speaker
  • Bloomberg Family Office 2017, Speaker
  • Lower Middle Market Investment Summit 2017
  • BNY Mellon Family Office Conference 2017, Speaker
  • Private Equity US Forum 2017, Speaker
  • Family Office Association (FOA) Palm Beach 2017 conference, Speaker
  • Latin Family Office Forum 2016, Speaker
  • Private Wealth Latin America & the Caribbean Forum 2016
  • Family Office Private Capital Forum 2016
  • AngelSummit Americas 2016, Speaker
  • Latin Family Office Forum 2015
  • Private Equity World Latin America 2015, Speaker
  • Private Wealth Latin America Forum 2014
  • Latin Family Office Forum 2014, Speaker
  • Private Equity World Latin America 2014
  • Latin Family Office Forum 2013, Speaker
  • Private Wealth Latin America Forum 2013, Panelist
  • Private Equity World: Latin America 2013
  • CCC Alliance Spring meeting 2013, Speaker
  • Americas Venture Capital Conference 2012, Judge
  • Latin Family Office Forum 2012, Speaker
  • Private Equity World: Latin America 2012, Speaker
  • Harvard Association for Law & Business Symposium 2012
  • Latin Family Office Forum 2011, Speaker