"Engaging the NextGen through Entrepreneurship and Investing"

Keiretsu Rockies Family Office Forum 
Wednesday, August 20th, 2025, from Noon - 4:00 PM
 Washington Athletic Club
1325 6th Ave. - 3rd Floor Crystal Ballroom
Seattle, WA 98101
Google Maps Link

Join us Wednesday, August 20th, 2025 , the day before the Investor Capital Expo, for great deal flow and thought leadership presentations at the Keiretsu Family Office Forum and participate in the Power Matching Exchange. We look forward to your engagement & participation! 

Our theme for 2025 is "Engaging the NextGen through Entrepreneurship and Investing"

Overall Agenda for the Day: 
08:00 AM - 09:30 AM  Arrival, Registration, Setup & Breakfast
08:30 AM - 09:30 AM  Private Family Office Investor Roundtable Breakfast - Structure | Values | Engagement; Moderated by TBD
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 - 05:00 PM   Keiretsu Family Office Forum

Keiretsu Power Matching Exchange
08:00 AM - 12:30 PM As Scheduled & Ad-Hoc

Investors - Please Complete Exchange Survey Here - Click Here

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 Exchange 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.

There are 5-10 available meeting slots on the agenda for each participant. We can also arrange meetings during lunch and networking receptions if both parties approve. 

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 been 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@keiretsucapital.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 - 09:30 AM Arrival, Registration & Setup & Breakfast
08:30 AM - 09:30 AM Private Family Office Investor Roundtable Breakfast - Structure | Values | Engagement; Moderated by TBD
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
1:00 - 5:00 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: TBD
01:30 PM - 02:00 PM - CVC Investment Panel: TBD
02:00 PM - 02:30 PM - Cultivating the NextGen Family Office Panel: TBD
02:30 PM - 02:55 PM - Syndication Showcase Block 1 
02:55 PM - 03:35 PM - Family Office Investment Outlook Panel: TBD
03:35 PM - 04:00 PM - Syndication Showcase Block 2
04:00 PM - 04:20 PM - Closing Keynote: TBD
4:20 PM - 4:30 PM - Nathan McDonald, Takeaways & Concluding Remarks, Collect Gold Sheets 
4:30 PM - 5:00 PM- Networking & Adjourn