I’m excited to speak at the upcoming Circulus Family Office Global Investment Summit on September 19th in NY!
Circulus is building on its digital platform of newsletters (5150 subscribers) and popular podcasts (No. 12 globally in family office podcasts) to bring family offices face to face to engage with the power of ideas and build enduring relationships.
We invite single family offices to apply for an invitation.
We are thrilled to have Steven Tananbaum of GoldenTree joining us, and we also have some surprise speakers to be announced, so stay tuned. This will be a very special event.
Agenda
8:00 am | Registration and Breakfast
8:45 am | Welcome: Joe Reilly, CEO, Circulus Group and Daniel DeWolf, Chair of the Technology Practice and Co-chair of the Venture Capital & Emerging Companies Practice, Mintz
9:00 am | Navigating the Market: Jon Caplis of PivotalPath interviews Jason Mudrick, Founder and Chief Investment Office, Mudrick Capital; Josh Resnick, Founder and Managing Partner, Jericho Capital; George Mueller Portfolio Manager Private Credit at KKR.
10:00 am | Fintech: Innovation and Challenges, with Jason Trigg, Arch Labs
11:00 am | The Big Picture: Torsten Slok, Chief Economist, Apollo Group in a fireside chat with Rebecca Patterson, former Chief Strategist at Bridgewater.
12:00 pm | Lunch
12:45 pm | Fireside Chat with Zoe Cruz, CEO, Menai Financial; interviewed by Joe Reilly
1:45 pm | Global Operational Efficiency in the Family Office: Erik Christofferson, Managing Director, Alti Tiedemann Global
2:45 pm | Keynote: Steven Tananbaum, CEO, GoldenTree; interviewed by Greg Coules, President and Founder, JG Coules Advisors
3:45 pm | Future of Venture Capital: Moderated by Daniel DeWolf, Alex Weiss, Co-Founder of ClearSky, Michael Sidgmore, Broadhaven Ventures, Pierre Mordacq, The Gate Capital, Owen Davis from Contour Ventures, and Ben Freeberg from Oncology Ventures
4:45 pm | Networking and Cocktail Reception
(Agenda subject to change)
