Family Office Trends 2024
Diamond Wealth ($1.2B AUM) invests alongside 100 Family Offices ranging in size from $250M to $30B. Previously, Ronald founded Pinnacle Capital — a $250M hedge fund that outperformed the S&P index 10 out of 10 years.
Private Equity Buyout Strategies. How Did We Oversubscribe Our PE FoF in 2023?
Taurus Private Markets is a FoF with $320M+ in AUM across 2 funds. Kevin spent 10+ years in VC before switching to PE strategies. Taurus allocates 80% of capital to PE fund managers, 10% to VC, and 10% to private credit. They have invested in 20+ funds and have 250+ underlying companies.
The Shortcomings of Traditional VC Entrepreneurship and How Venture Studios Solve It
Stackpoint Ventures is a Boston-based venture studio that builds and invests in real estate and financial technology companies (raised $40M+ across a Holdco & Fund I). Adam is a serial entrepreneur, his companies have generated over $2B in shareholder value. He raised $200M+ for one of his companies (Proof) which processed more than $420B in real estate transactions.
How to Raise a VC Fund in the Current Market?
Venture Studios vs VC. How We Did 20x TVPI with a Venture Studio Co-Founded & Funded by Julian Robertson, Tiger Management
TigerGene is a $20M venture studio fund. As an entrepreneur, John has generated ~$1.8B in enterprise value and averages slightly under 3 years from formation to exit. He has 7 successful exits, including Exosome Diagnostics, which was acquired for $575M.
How We Have Built 60+ Companies and Why It's More Profitable to Build Them In-House?
Science is a Los Angeles-based multi-asset investment firm with 60+ portcos and $500M+ in follow-on investment. Science Ventures has achieved $1.3B in exits over the past 12 years. Prior to Science, Priscilla served as an investor at ZX Ventures (Anheuser-Busch's CVC arm) and an investor in sustainable assets on behalf of family offices. Her early international experience and expertise across Wall Street resulted in a growth of $10B+ AUM.
Why Did the Uber Founder Launch a Venture Studio, Expa, and Why Should Founders Join?
Expa was founded by Garrett Camp, co-founder of Uber, to work with founders to develop and launch new companies. Expa companies have reached $8B in value and have raised over $1B in funding. Milun is a serial founder with 3 exits to publicly traded companies (2 of them Fortune 500). Milun has also been an early-stage investor in several successful companies like Uber, Sleeper, Statespace, Klue, Recon Instruments, etc.
Why Do FOs and Large Corporations Struggle with Venture Development? How to Partner with Them to Launch New Businesses?
Why Do FOs and Large Corporations Struggle with Venture Development? How to Partner with Them to Launch New Businesses?
2024 Investment Trends in Billionaire Families. How Do Family Offices Make Investment Decisions?
How Do Family Offices Be Actively Involved in Growth Investments and Be the Steward of Capital to Enable Their Family Business Growth?
Eating Their Own Dogfood: How VC Investors are Using AI, Technology & Analytics as a Competitive Weapon?
Why the Evergreen Structure is a Better Choice for Investing in VC?
Due Diligence on VC Fund Managers. How to Identify the Top 1% of GPs?
Family Offices as a Source of Funding for Venture Studios and Venture Funds
The Family Office Club is the largest association in the family office wealth management industry with 150,000+ current members. John Milanovich has worked with family offices for over 25 years. Previously, John managed a portfolio at Credit Suisse of over $150M in equities and structured long-term hedges for concentrated stock positions of over $300M. Then as Director Business Development for an FinTech option trading company he traded over 100,000 option contracts and $80M worth of stock.
Panel Discussion
on VC Trends in 2024
Screendoor is an investment platform designed to support new managers raising early institutional funds to build an enduring firm. They focus on the 'Partner' in Limited Partner by serving as an LP of GPs who have built their own firms and who are committed to the success of our managers.
Panel Discussion
on VC Trends in 2024
Geek Ventures is an early-stage venture firm in NYC investing in US-focused tech startups with immigrant founders. Ihar recently raised a $23M fund to invest in immigrant founders, and the fund has already made 43 investments. Ihar has a background in AI engineering in Google, Meta, and startups. Over 12 years, Ihar has invested in 200+ companies, had 15 exits, and 5 went from seed to unicorn. Ihar was recently mentioned as one of the "rising stars of venture capital, who shook up the industry in 2023" by Business Insider.
Why LP Secondaries Are on the Rise During the VC Downturn?
Sella Venture Partners is a FoF investing in primary and secondary tickets in early-stage VCs. They raised $70M+ in Fund of Funds I, completing 26 operations. Fund II is approaching its final fundraising stage with a target of $100M.
Family Offices and the Rise of Private Alternative Investments
Insights From Our Report Based on 100+ VC Fund-of-Funds
Startup Investment Trends in Silicon Valley - AI, Deep Tech, and Beyond
Grace hosts a top VC podcast called Smart Venture Podcast (top 1.5% among 3M podcasts globally, listeners in 100+ countries) interviewing top tech companies’ founders, C-level/VP-level leaders, and investors.
Cultivating Clarity: The Art of Discerning What Matters Using Contextual Intelligence
Observations and Opportunities from the 2023 North American Family Office Report
Observations and Opportunities from the 2023 North American Family Office Report
Venture Investing for a Better LATAM: Insights from Leading Family Offices
The Future of Venture Building: How We Plan to Build 25 Companies?
Family Office Trends 2024
Diamond Wealth ($1.2B AUM) invests alongside 100 Family Offices ranging in size from $250M to $30B. Previously, Ronald founded Pinnacle Capital — a $250M hedge fund that outperformed the S&P index 10 out of 10 years.
Private Equity Buyout Strategies. How Did We Oversubscribe Our PE FoF in 2023?
Taurus Private Markets is a FoF with $320M+ in AUM across 2 funds. Kevin spent 10+ years in VC before switching to PE strategies. Taurus allocates 80% of capital to PE fund managers, 10% to VC, and 10% to private credit. They have invested in 20+ funds and have 250+ underlying companies.
The Shortcomings of Traditional VC Entrepreneurship and How Venture Studios Solve It
Stackpoint Ventures is a Boston-based venture studio that builds and invests in real estate and financial technology companies (raised $40M+ across a Holdco & Fund I). Adam is a serial entrepreneur, his companies have generated over $2B in shareholder value. He raised $200M+ for one of his companies (Proof) which processed more than $420B in real estate transactions.
How to Raise a VC Fund in the Current Market?
Venture Studios vs VC. How We Did 20x TVPI with a Venture Studio Co-Founded & Funded by Julian Robertson, Tiger Management
TigerGene is a $20M venture studio fund. As an entrepreneur, John has generated ~$1.8B in enterprise value and averages slightly under 3 years from formation to exit. He has 7 successful exits, including Exosome Diagnostics, which was acquired for $575M.
How We Have Built 60+ Companies and Why It's More Profitable to Build Them In-House?
Science is a Los Angeles-based multi-asset investment firm with 60+ portcos and $500M+ in follow-on investment. Science Ventures has achieved $1.3B in exits over the past 12 years. Prior to Science, Priscilla served as an investor at ZX Ventures (Anheuser-Busch's CVC arm) and an investor in sustainable assets on behalf of family offices. Her early international experience and expertise across Wall Street resulted in a growth of $10B+ AUM.
Why Did the Uber Founder Launch a Venture Studio, Expa, and Why Should Founders Join?
Expa was founded by Garrett Camp, co-founder of Uber, to work with founders to develop and launch new companies. Expa companies have reached $8B in value and have raised over $1B in funding. Milun is a serial founder with 3 exits to publicly traded companies (2 of them Fortune 500). Milun has also been an early-stage investor in several successful companies like Uber, Sleeper, Statespace, Klue, Recon Instruments, etc.
Why Do FOs and Large Corporations Struggle with Venture Development? How to Partner with Them to Launch New Businesses?
Why Do FOs and Large Corporations Struggle with Venture Development? How to Partner with Them to Launch New Businesses?
2024 Investment Trends in Billionaire Families. How Do Family Offices Make Investment Decisions?
How Do Family Offices Be Actively Involved in Growth Investments and Be the Steward of Capital to Enable Their Family Business Growth?
Eating Their Own Dogfood: How VC Investors are Using AI, Technology & Analytics as a Competitive Weapon?
Why the Evergreen Structure is a Better Choice for Investing in VC?
Due Diligence on VC Fund Managers. How to Identify the Top 1% of GPs?
Family Offices as a Source of Funding for Venture Studios and Venture Funds
The Family Office Club is the largest association in the family office wealth management industry with 150,000+ current members. John Milanovich has worked with family offices for over 25 years. Previously, John managed a portfolio at Credit Suisse of over $150M in equities and structured long-term hedges for concentrated stock positions of over $300M. Then as Director Business Development for an FinTech option trading company he traded over 100,000 option contracts and $80M worth of stock.
Panel Discussion
on VC Trends in 2024
Screendoor is an investment platform designed to support new managers raising early institutional funds to build an enduring firm. They focus on the 'Partner' in Limited Partner by serving as an LP of GPs who have built their own firms and who are committed to the success of our managers.
Panel Discussion
on VC Trends in 2024
Geek Ventures is an early-stage venture firm in NYC investing in US-focused tech startups with immigrant founders. Ihar recently raised a $23M fund to invest in immigrant founders, and the fund has already made 43 investments. Ihar has a background in AI engineering in Google, Meta, and startups. Over 12 years, Ihar has invested in 200+ companies, had 15 exits, and 5 went from seed to unicorn. Ihar was recently mentioned as one of the "rising stars of venture capital, who shook up the industry in 2023" by Business Insider.
Why LP Secondaries Are on the Rise During the VC Downturn?
Sella Venture Partners is a FoF investing in primary and secondary tickets in early-stage VCs. They raised $70M+ in Fund of Funds I, completing 26 operations. Fund II is approaching its final fundraising stage with a target of $100M.
Family Offices and the Rise of Private Alternative Investments
Insights From Our Report Based on 100+ VC Fund-of-Funds
Startup Investment Trends in Silicon Valley - AI, Deep Tech, and Beyond
Grace hosts a top VC podcast called Smart Venture Podcast (top 1.5% among 3M podcasts globally, listeners in 100+ countries) interviewing top tech companies’ founders, C-level/VP-level leaders, and investors.
Cultivating Clarity: The Art of Discerning What Matters Using Contextual Intelligence
Observations and Opportunities for the 2023 North American Family Office Report
Observations and Opportunities for the 2023 North American Family Office Report
Venture Investing for a Better LATAM: Insights from Leading Family Offices
The Future of Venture Building: How We Plan to Build 25 Companies?