Wednesday, August 14th, 2024 from 12:00 PM - 4:00 PM at

Hyatt Regency Bellevue,
900 Bellevue Way NE, Bellevue, WA 98004 USA
Google Maps link 

Join us Wednesday, August 14th, 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"

Agenda for the Day: 

10:00 AM - Noon  Private Family Office Investor Roundtable - Savannah Suttle, Schema Consulting
Noon - 1:00 PM Power Matching Lunch
01:00 PM - 04:00 PM   Keiretsu Family Office Forum
04:00 PM - 07:00 PM   VIP Reception (Offsite)

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

"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.

Afternoon Agenda: 
Noon - 01:00 PM - Power Matching Lunch + Welcome & Registration
12:45 PM - 1:00 PM Introduction and Event Overview: Nathan McDonald, Keiretsu Family Office
01:00 PM - 01:25 PM - Opening Keynote: Dana Frank, Frank Family Properties - "Lessons on Creating Legacy & Wealth"
01:25 PM - 02:00 PM - NextGen Family Office Panel: Michael Loeb, Loeb Enterprises; Bridget Kilroy, The Global 51; Robert Holmes, THG; Nick Rodrigues, Inverted Ventures
02:00 PM - 02:20 PM - Syndication Showcase Block 1 - OtoNexus; Shoplift.AI; Seneca Therapeutics
02:20 PM - 02:40 PM - Keynote Speaker: Matthew Le Merle , Blockchain Coinvestors & Fifth  Era - "Future of FinTech & Blockchain Investments"
02:40 PM - 03:15 PM - Family Office Investment Outlook Panel: Jim Reed Jr., Lee & Associates & SWAN Venture Group; James Hussey, Hussey Consulting; Erica Lill, Family Office Advisor Loeb.nyc; Bryant Hayward, De La Prym Family Office; Philip Benjamin, Benjamin Family Office
03:15 PM - 03:35 PM - Syndication Showcase Block 2: Inverted Ventures; Glytch; PreFix
03:35 PM - 03:55 PM - Concluding Keynote Speaker: Karim Nurani, Linqto - "The State of Private Market Liquidity"
03:55 PM - 04:00 PM - Collect Gold Sheets & Adjourn to Reception
04:00 PM - 07:00 PM - VIP Reception & Networking (Offsite)

Keynote speakers and panelists will be confirmed shortly and added above. Please reach out to Nathan McDonald, at Nathan@KeiretsuFamilyOffice.com or 206-255-8870 with any questions.