Keiretsu Family Office Forum - March 2021

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Keiretsu Family Office Forum - March 2021

About this Event

Please join us for our next exclusive, peer to peer family office forum. This month we will be focusing on 2021 tax & estate planning, the future of family office teams, direct investing outlooks for technology, space, impact, distressed real estate and emerging managers. We have a great lineup of family office speakers and look forward to your participation!

1:00 PM – 1:10 PM Pacific Time | Keiretsu Family Office Forum Welcome and Event Overview

Nathan McDonald, Keiretsu Family Office

1:10 PM – 1:15 PM Pacific Time | Keiretsu Family Office Deal Flow Technology Update

Ken Gatz, ProSeeder for Family Offices Overview

1:15 PM – 1:20 PM Pacific Time | Stanford Global Family Office Center Update

Ron Diamond, Chairman & CEO, Diamond Wealth

1:20 PM – 1:55 PM Pacific Time | Keynote Presentation: Family Office 2021 Tax & Estate Outlook

Thomas J. Handler, Partner, Handler Thayer, LLP Chairman of the Advanced Planning & Family Office Practice Group

1:55 PM – 2:10 PM Pacific Time | The Future of Family Office Teams & Staffing

Linda C. Mack, Founder and President, Mack International

2:10 PM – 2:45 PM Pacific Time | Family Office Investment Outlook Panel

Moderator: Nathan McDonald, Keiretsu Family Office

Panel Speakers:

DJ Van Keuren, President, Evergreen Family Office Management - Opportunities in Distress Real Estate

Bridget Kilroy, Founder, The Global 51 - Family Office Outlook

Elizabeth Funk, Founder & CEO, Dignity Capital - Outlook for Impact Investing

Lisa Rich, Managing Partner, Hemisphere Ventures/Xplore - Opportunities in Space

2:45 PM – 2:55 PM Pacific Time | Emerging Manager Accelerator Update

Joel Palathinkal, CEO, Sutton Capital - Emerging Manager Outlook

2:55 PM – 3:00 PM Keiretsu Family Office Advisory Board Updates, Wrap Up & Adjourn

Moderator: Nathan McDonald, Keiretsu Family Office

Quick Update Contributors: Members of the Keiretsu Family Office Advisory Board

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