One on Ones

We deliver global Family Office One on Ones platform for the performance driven, under followed, undiscovered manager seeking systematically deeper and more frequent exposure to investors. Via an annual road show scheduled in specific cities on monthly basis, our platform provides targeted introductions to the world’s leading single and multi family offices. Family Office One on Ones Programs uniquely span 12 cities nationwide on an annual basis to provide scheduled introductions on an annual basis to local investors drawing from a global network of performance driven managers.


Family Office One on Ones platform also provides for customized events via several opt in formats offered to both family offices as well as managers to customize a more productive engagement of investment regime specific One on One meetings. One on One meetings are specialized by strategy, investor type, tactical theme and desired duration/objectives of meetings, as generated by our collaboratively structured programming philosophy. Participation is limited to promote a high degree of interaction with the team of industry experts and family office investors.


These brief One on One introductory meetings are pre-scheduled by Family Office Investors and Managers to ensure you meet with executives who best match your investment criteria and goals. If you would like to have a longer meeting you can select multiple blocks of time for one meeting. Participants can arrange one-on-one, back-to-back meetings with vetted, interested parties, keeping their time and efforts highly productive. Overall, participants gain solid leads, cultivate tangible opportunities, and build meaningful relationships.


The goal of the One on Ones is to streamline the due diligence path for Family Offices by providing access, insight and interaction in a research oriented setting that empowers decision makers and fosters informational exchange, networking and enhancement of personal relationships.


To Family Office Investors, we add value by listening to their needs and presenting managers in a clear and thoughtful manner at investment regime specific times.


We bring value to our deal managers by thinking synergistically; leveraging our industry contacts and by thoughtfully packaging and guiding them through each phase of the marketing process in asset allocation speak.


For both family offices and managers, we help your company maximize its potential by initiating and following through on systematically comprehensive marketing campaigns in a flexible style that fits your needs.

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