Reaching Family Offices

  • Thursday June 27th, 3:30 PM- 4:30 PM

    ‘Family offices’ is perhaps the phrase most abuzz in our sector. These institutions are said to solve the early stage funding gap, participate in larger financing rounds, and directly invest in the public markets. This workshop will explore the myths and realities for this group, with a special focus on how companies can reach the appropriate segments of this largely untapped resource. Venture capital, private equity, and asset management investors want to know the impact of having a new class of investor enter the playing field. Further, industry insiders are exploring the promise of family office philanthropic/non-dilutive investment, as we brace for major federal cuts. This workshop will answer:

    • At what financing round do family offices prefer to enter the EGC process?
    • What case studies from recent years exist? What are some qualities of the selection criteria/valuation?
    • How do companies create a proper global target list?
    • How do tech transfer institutions and research entities view this financing opportunity?
    • Which subsectors experience the most interest?
    • To what extent do family offices/foundations provide non-dilutive capital vs. equity investment?

     

  • Conference Info:

     

    Date: June 26-27, 2013
    Location: The Metropolitan Club, New York City


    Audience: Institutional investors, high net worth individual investors, family offices, business development executives throughout the US and Europe building and financing high growth medical technology, health care and life science companies.

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    View the Agenda!