Keiretsu Family Office Forum
Wednesday, April 2nd, 2025, from 12:00 PM - 4:00 PM at
Washington Athletic Club,
1325 6th Ave. 3rd Floor, Seattle, WA 98101 USA
Google Maps link
Join us Wednesday, April 2nd, the day before the Investor Capital Expo, for great deal flow and thought leadership presentations at the Keiretsu Syndication Summit, Keiretsu Family Office Forum, and participate in the Power Matching Exchange. We look forward to your engagement & participation!
"Engaging the NextGen through Entrepreneurship and Investing"
Overall Agenda for the Day:
08:00 AM - 08:30 AM Arrival, Registration & Setup
08:30 AM - 09:30 AM Private Family Office Investor Roundtable Breakfast - Structure | Values | Engagement; Moderated by Koby Wilbanks, Esq.
09:30 AM - 12:30 PM Keiretsu Power Matching Exchange One-on-One Meetings
12:30 PM - 1:00 PM Lunch Break
01:00 PM - 05:30 PM Keiretsu Family Office Forum
05:30 PM - 08:00 PM Expo VIP Reception at the Columbia Tower Club
Keiretsu Power Matching Lunch
12:00 PM - 01:00 PM As Scheduled & Ad-Hoc
Join us for the gathering of the most active family office investors and angel investment groups in the United States and Canada to meet and connect. We are pleased to welcome delegates to showcase our collaborative spirit and build relations between all our investment organizations and provide access to high quality deal flow opportunities.
The Keiretsu Power Matching Lunch is an exclusive one-on-one event leveraging a unique power matching system for Presenting Company CEOs to meet with pre-qualified family offices, investment funds, corporate investors/partners, and high net worth individuals to participate in exploration meetings. The event offers tailored networking opportunities for investors and like-minded individuals to learn, collaborate and build relationships during breakfast, lunch and receptions.
Each exchange participant creates an investment or opportunity profile via the provided online survey. Upon final selection of the companies and investors each will receive a list and summary details. Investors and CEOs can each review and confirm those they have matched with. Following each exchange meeting, participants will indicate their interest in further follow up and confirm next steps.
Each meeting is scheduled for 15 minutes, which will allow for a 5-minute introduction by the company, a 5-minute introduction by the investor and 5-minutes for mutual discussion.
Investors please register online here, Participating Companies will be registered directly by our team.
Please reach out to Nathan McDonald, at nathan@keiretsufamilyoffice.com or 206-255-8870 with any questions or please contact Lenin Fernandes (206) 737-3123 or via email to lenin@k4northwest.com or Brianna McDonald (206) 498-8223 or via email to brianna@keiretsuforum.com
Detailed Morning Agenda:
08:00 AM - 08:30 AM Arrival, Registration & Setup
08:30 AM - 09:30 AM Private Family Office Investor Roundtable Breakfast - Structure | Values | Engagement; Moderated by Koby Wilbanks, Esq.
08:30 AM - 09:30 AM Booth Setup & Breakfast
09:30 AM - 10:00 AM Power Matching Overview & Introductions
10:00 AM - 12:30 PM Power Matching Exchange One-on-One Meetings
12:30 PM - 01:00 PM Lunch Break
"Engaging the NextGen through Entrepreneurship and Investing
Keiretsu FAMILY OFFICE FORUM
01:00 PM - 05:00 PM
The Keiretsu Family Office Forum brings together thought leaders and Family Office investors to share their investment experiences, best practices and solutions to solve for key "pain points" that private investors experience including:
Creating a long-term plan to for your alternative / entrepreneurial investing
Building your investment support team
Accessing deal flow and due diligence resources for direct investing
Building your co-investment network for follow on funding and liquidity
Finding the right support to fit your investment strategy and goals
We are pleased to welcome over 20 family office speakers from across the country who will be joining us to share their wisdom and experience on the following topics through panel discussions and keynote presentations.
Detailed Afternoon Agenda:
12:45- 01:00 PM - Nathan McDonald, Welcoming Remarks & Forum Overview
01:00 PM - 01:30 PM - Opening Keynote: Kyle Circle, Flourishing Families "Engaging the NextGen"
01:30 PM - 01:50 PM - CVC Investment Panel: Angela Taylor, Accelerate Growth Solutions; Mark Henning, Siemens
01:50 PM - 02:20 PM - Cultivating the NextGen Family Office Panel: Kyle Circle, Moderator; Korpach Family Office; Bridget Kilroy, The Global 51;
02:20 PM - 02:50 PM - Syndication Showcase Block 1
02:50 PM - 03:30 PM - Family Office Investment Outlook Panel: Cuong Do, Do Investments; Bryant Hayward, De La Prym Family Office;
03:30 PM - 04:00 PM - Syndication Showcase Block 2
04:00 PM - 04:30 PM - AI Investment Outlook Panel: Armando Viteri, Moderator Jeremiah Baker, X. Eyeé, S. Chakra Chennubhotla, PredxBio
04:30 PM - 05:30 PM - Nathan McDonald, Takeaways & Concluding Remarks, Collect Gold Sheets & Adjourn to VIP Reception
05:30 PM - 08:00 PM - VIP Reception & Networking (offsite)
Please reach out to Nathan McDonald, at Nathan@KeiretsuFamilyOffice.com or 206-255-8870 with any questions.
SPONSORS
Travelling from out of town?
Need Help?
Entrepreneurs interested in presenting, please contact Simran Talreja, Entrepreneur Director at simran@k4northwest.com.
For further inquiries regarding partnership or sponsorship opportunities, please contact Lenin Fernandes (206) 737-3123 or via email to lenin@k4northwest.com or Brianna McDonald (206) 498-8223 or via email to brianna@keiretsuforum.com