.

THE REAL ESTATE FAMILY OFFICE AND PRIVATE WEALTH MANAGEMENT FORUM 2018

Tue, May 15 - Wed, May 16, 2018 Dana Point, California
St. Regis Monarch Beach 1 Monarch Beach Resort N Dana Point, California 92629 United States +1 949-234-3200

About THE REAL ESTATE FAMILY OFFICE AND PRIVATE WEALTH MANAGEMENT FORUM 2018

THE REAL ESTATE FAMILY OFFICE AND PRIVATE WEALTH MANAGEMENT FORUM, DANA POINT, MAY 15-16, 2018

IMN invites you to attend our 4th Annual Real Estate Family Office and Private Wealth Management Forum (West), May 15-16, 2018 in Dana Point, CA.

As the economy and the real estate investment climate has improved, family offices and private wealth managers are increasing their allocation and interest in investing in real estate. Be it direct investments, using private equity managers or the public markets there is a plethora of investment options that need to be considered and this deep dive into real estate by the IMN conference will meet all of your education and networking needs.

Last year's event welcomed over 300 participants, including 165 family offices and wealth advisors, as well as 25 investment managers, legal and tax service providers and administrators sponsoring and exhibiting.
 

About THE REAL ESTATE FAMILY OFFICE AND PRIVATE WEALTH MANAGEMENT FORUM 2017 Miami Beach

THE REAL ESTATE FAMILY OFFICE AND PRIVATE WEALTH MANAGEMENT FORUM, MIAMI BEACH, OCTOBER 16-17, 2017

What is this event?

This forum is committed to hosting the leading educational and networking events in the industry. IMN’s Real Estate Family Office Forum is well-timed for the industry to discuss the opportunities in this asset class.

There are number of investment options like direct investments, using private equity managers or the public markets that need to be considered and deep dive into real estate.This deep dive into real estate by the IMN conference will meet all of your educational and networking needs.

Where is this event located?

This event will take place at W South Beach, 2201 Collins Ave, Miami Beach, Florida, USA.

Who should attend this event?

This event is designed for:

  • Asset managers
  • Debt &equity financiers
  • Family business-owners
  • Family foundations and endowments
  • Family offices
  • Investment consultants
  • Investment infrastructure providers
  • Legal
  • Placement agents
  • Private banks
  • Private equity
  • Private investment offices
  • Private &public real estate funds
  • Private & non-traded REITs
  • Real estate investment managers
  • Tax services including 1031 investment advisors
  • Wealth advisors

What are some highlights of this event?

Event Highlights:

  • Family Office Closed-Door Workshop: Real Estate Investing for Family Offices
  • Macroeconomic Factors Shaping Real Estate Investments
  • Financing Real Estate Opportunities
  • Interview: Investment Opportunities in the Triple Net Lease Market
  • Niche and Alternative Investment Opportunities
  • Single and Multi-Family Real Estate
  • Commercial Real Estate
  • Women in Wealth Management
  • The Impact of Climate Change on Florida’s Coastal Properties
  • Cross-Border Real Estate Investments
  • Home Building and Land Development
  • Creating Productive Relationships between Family Offices and Investment Managers
  • Preparing Investment Portfolios for the Death of Driving

Speakers:

  • Candice Beaumont
  • Jeffrey Berman
  • Adi Divgi
  • Philip Stoddard
  • Ira Perlmuter
  • Katherine Zamsky
  • James Solomon
  • W. Colin Walker
  • Debbie Huttner
  • Sasha Bernier
  • Mohammad Al Duaij

Why should I attend this event?

  • One of a kind opportunity to learn how you can develop relationships with family offices, what to expect from the pitching process and how to avoid making faux pas.
  • You will return to work with enthusiasm to share and apply everything you’ve learned. The combination of innovation and experience of the conference speakers covers almost every facet.
  • You will meet all of your education and networking needs.

 

About THE REAL ESTATE FAMILY OFFICE AND PRIVATE WEALTH MANAGEMENT FORUM 2017 Chicago

THE REAL ESTATE FAMILY OFFICE AND PRIVATE WEALTH MANAGEMENT FORUM, CHICAGO, SEPTEMBER 25 - 26, 2017

What is this event?

IMN invites you to attend our 7th edition of the Real Estate Family Office and Private Wealth Management Forum, Spring Huntington Beach Family Office is a lively event, with over 370 participants, including 180+ family offices and wealth advisors who all benefited from unparalleled networking with their peers and educational opportunities from our esteemed speaker faculty.

They are committed to make this event the premiere family office event in the Midwest and look forward working with the community of investors and investment providers to create an experience that combines networking, education and a good measure of fun.

Where is this event located?

This event is located at Hyatt Centric Magnificent Mile, 633 N St Clair St, Chicago, Illinois, USA. 

Who should attend this event?

This event is designed for:

  • Asset managers
  • Debt &equity financiers
  • Family business-owners
  • Family foundations and endowments
  • Family offices
  • Investment consultants
  • Investment infrastructure providers
  • Legal
  • Placement agents
  • Private banks
  • Private equity
  • Private investment offices
  • Private &public real estate funds
  • Private & non-traded REITs
  • Real estate investment managers
  • Tax services including 1031 investment advisors
  • Wealth advisors

What are some highlights of this event?

Some highlights of this event are as follows:

  • Establishing the modern family office
  • Planning ahead: generational transitions
  • Separating the family office from the family business
  • Niche opportunities what else is available?
  • Tax strategies
  • Finding funding: mid-west deal book
  • Deal flow
  • Direct deals setting the terms of engagement
  • Impact investing: growing opportunities, growing consciousness
  • Wealth managers: a cut above

Speakers:

  • Paul Carbone
  • Courtney Clark
  • Christopher Cooper
  • Pierre Dupont
  • Walter Florence
  • Theresa Gusman
  • Sebastian Jano
  • Benetta Jason
  • Jay Lipsey
  • Greg Meyer
  • Katherine Nixon
  • Andrew Pitcairn
  • Lyon Roth
  • Scott Roulston
  • Anita Sarafa
  • Ally Sehy
  • Mindy Sutton
  • Kay Torshen
  • Hema Virani
  • Chris Workman

Why should I attend this event?

  • One of a kind opportunity to learn how you can develop relationships with family offices, what to expect from the pitching process and how to avoid making faux pas.
  • You will return to work with enthusiasm to share and apply everything you’ve learned. The combination of innovation and experience of the conference speakers covers almost every facet.
  • You will meet all of your education and networking needs.

About 3rd Annual Real Estate Family Office and Private Wealth Management Forum 2017

3rd Annual Real Estate Family Office and Private Wealth Management Forum, May 11-12, 2017:

What is this event?

This forum is for those who are interested in investing in real estate. When economy and the real estate investment climate has improved, family offices and private wealth managers are increasing their allocation in real estate.

There are number of investment options like direct investments, using private equity managers or the public markets that need to be considered and deep dive into real estate.

You will join over 300 participants, including 165 family offices and wealth advisors, as well as 25 investment managers, legal and tax service providers and administrators sponsoring and exhibiting.

Where is this event located?

This event will take place at Hyatt Regency Huntington Beach Resort and Spa, 21500 Pacific Coast Hwy, Huntington Beach, California, USA.

Who should attend this event?

The forum is for Asset Managers, Debt & Equity Financiers, Family Business-Owners, Family Foundations and Endowments, Family Offices, Investment Consultants, Investment Infrastructure Providers, Legal, Placement Agents, Private Banks, Private Equity, Private Investment Offices, Private & Public Real Estate Funds, Private & Non-Traded REITs, Real Estate Investment Managers, Tax Services Including 1031 Investment Advisors, Wealth Advisors.

What are some highlights of this event?

Event Highlights:

  • Building Relationships with Family Offices
  • Fundraising: Making the Ask & Closing The Deal
  • Multi-Family Offices v Wealth Managers
  • Investing in California Cannabis Real Estate & Licensing: How to Avoid the Pitfalls
  • Housing: Alternative Strategies
  • Gaining Access to and Evaluating Deal flow
  • Building, Balancing and Tweaking Your Real Estate Portfolio
  • Commercial Real Estate: Growth, Challenges and Opportunities
  • Multi-Faceted Multi-Family
  • School is in Session: Lessons from Pepperdine University’s Family Office Program
  • 1031 Exchange & Other Tax Strategies
  • Real Estate Passion Projects & Socially Responsible Real Estate Investing

Speakers:

  • Michael Ning
  • Jay Rogers
  • Jack Evans
  • Christopher Cooper
  • Pierre duPont
  • William (Biff) Pusey
  • Dimitris Kavalekas
  • Caleb Silsby
  • Mark Phillips

Why should I attend this event?

  • One of a kind opportunity to learn how you can develop relationships with family offices, what to expect from the pitching process and how to avoid making faux pas.
  • You will return to work with enthusiasm to share and apply everything you’ve learned. The combination of innovation and experience of the conference speakers covers almost every facet.
  • You will meet all of your education and networking needs.

About Real Estate Family Office and Private Wealth Management Forum

REAL ESTATE FAMILY OFFICE AND PRIVATE WEALTH MANAGEMENT FORUM, NOVEMBER 14-15,2016

WHAT IS THIS EVENT?

As the economy and the real estate investment climate has improved, family offices and private wealth managers are increasing their allocation and interest in investing in real estate. Be it direct investments, using private equity managers or the public markets there is a plethora of investment options that need to be considered and this deep dive into real estate by the IMN conference will meet all of your education and networking needs.

WHERE IS THIS EVENT LOCATED?

The forum is held at 1 Hotel South Beach, 2341 Collins Avenue, Miami Beach, Florida.

WHO SHOULD ATTEND THIS EVENT?

The forum is for Asset Managers, Debt & Equity Financiers, Family Business-Owners, Family Foundations and Endowments, Family Offices, Investment Consultants, Investment Infrastructure Providers, Legal, Placement Agents, Private Banks, Private Equity, Private Investment Offices, Private & Public Real Estate Funds, Private & Non-Traded REITs, Real Estate Investment Managers, Tax Services Including 1031 Investment Advisors, Wealth Advisors.

WHAT IS THIS EVENT ALL ABOUT?

Our Spring Huntington Beach Family Office was a lively event, with over 370 participants, including 180+ family offices and wealth advisors who all benefited from unparalleled networking with their peers and educational opportunities from our esteemed speaker faculty.

•Family Offices Unplugged: An uncensored discussion with family office decision makers. Must attend session for investors and operators alike.

•Closed Door Manager Meetings: This is the venue for funds and operators to sit down with investors and explain their projects and funds, open only to a limited number of product providers.

•Lessons From Multi-Generation Family Offices: Lessons from multi-generational family offices on how to keep things going past the founding generation.

•Power in Numbers: Joining Club Deals: Reasons why to and how to find other like-minded family offices to enter in club deals.

We are committed to making this event the premiere Family Office event in the Midwest and look forward working with the community of investors and investment providers to create an experience that combines networking, education and a good measure of fun!

WHY SHOULD I ATTEND THIS EVENT?

One of a kind opportunity to learn how you can develop relationships with family offices, what to expect from the pitching process and how to avoid making faux pas. The discussion will be supplemented by audience participation highlighting success, frustrations and questions for the discussion leader. There is so much information to take in at this forum, you will return to work with enthusiasm to share and apply everything you’ve learned. The combination of innovation and experience of the conference  speakers covers almost every facet.

About Real Estate Family Office and Private Wealth Management Forum 2016

1ST ANNUAL REAL ESTATE FAMILY OFFICE AND PRIVATE WEALTH MANAGEMENT FORUM, SEPTEMBER 12-13,2016

WHAT IS REAL ESTATE FAMILY OFFICE AND PRIVATE WEALTH MANAGEMENT FORUM?

As the economy and the real estate investment climate has improved, family offices and private wealth managers are increasing their allocation and interest in investing in real estate. Be it direct investments, using private equity managers or the public markets there is a plethora of investment options that need to be considered and this deep dive into real estate by the IMN conference will meet all of your education and networking needs.

WHERE IS REAL ESTATE FAMILY OFFICE AND PRIVATE WEALTH MANAGEMENT FORUM LOCATED?

The forum is held at Palmer Hilton house, Chicago, Illinois .

WHO ATTENDS REAL ESTATE FAMILY OFFICE AND PRIVATE WEALTH MANAGEMENT FORUM?

The conference is for

 •Asset Managers

•Debt & Equity Financiers

•Family Business-Owners

•Family Foundations and Endowments

•Family Offices

•Investment Consultants

•Investment Infrastructure Providers

•Legal

•Placement Agents

•Private Banks

•Private Equity

•Private Investment Offices

•Private & Public Real Estate Funds

•Private & Non-Traded REITs

•Real Estate Investment Managers

•Tax Services Including 1031 Investment Advisors

•Wealth Advisors

WHAT IS REAL ESTATE FAMILY OFFICE AND PRIVATE WEALTH MANAGEMENT FORUM ALL ABOUT?

Our Spring Huntington Beach Family Office was a lively event, with over 370 participants, including 180+ family offices and wealth advisors who all benefited from unparalleled networking with their peers and educational opportunities from our esteemed speaker faculty.

We are excited to host the next edition of the conference in Chicago and bring new and exclusive content to the table including:

•Family Offices Unplugged: An uncensored discussion with family office decision makers. Must attend session for investors and operators alike.

•Closed Door Manager Meetings: This is the venue for funds and operators to sit down with investors and explain their projects and funds, open only to a limited number of product providers.

•Lessons From Multi-Generation Family Offices: Lessons from multi-generational family offices on how to keep things going past the founding generation.

•Power in Numbers: Joining Club Deals: Reasons why to and how to find other like-minded family offices to enter in club deals.

We are committed to making this event the premiere Family Office event in the Midwest and look forward working with the community of investors and investment providers to create an experience that combines networking, education and a good measure of fun!

WHY SHOULD I ATTEND REAL ESTATE FAMILY OFFICE AND PRIVATE WEALTH MANAGEMENT FORUM?

One of a kind opportunity to learn how you can develop relationships with family offices, what to expect from the pitching process and how to avoid making faux pas. The discussion will be supplemented by audience participation highlighting success, frustrations and questions for the discussion leader.There is so much information to take in at this conference, you will return to work with enthusiasm to share and apply everything you’ve learned. The combination of innovation and experience of the conference  speakers covers almost every facet.

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