Family Offices: An Increased Appetite for Direct Investing

Topic: Family Offices: An Increased Appetite for Direct Investing

Date: October 18, 2017

Time: 12:00pm-2:00pm

Location: New York Marriott Marquis – 1535 Broadway (Manhattan Ballroom, 8th Floor) New York, NY 10036


  • Opus Connect Members: No Charge
  • Non-Members (On or before October 13th): $225
  • Non-Members (On or after October 14th): $250


The rise of family office direct investing presents opportunities and challenges for the family office as well as for the traditional private equity firms and lenders who partner with them. This panel will discuss the latest trends in family office investment strategies and opportunities, as well as handling investment issues such as selecting co-investment partners, management, control, fees and exit issues, and best practices to getting deals closed. Whether you’re a family office wanting to network and hear about current best practices or a co-investor with family offices, this will be a great event to attend. Seats will be limited and service provider attendees will be limited to our members and sponsors.


Timothy Frazier, Vice President at TriNet


Bill Fradin, Managing Partner at Seal Rock Partners

Wendy Craft, COO at Favara, LLC

Jolyne Caruso, CEO at The Alberleen Group

Ira J. Perlmuter, Founder & Head of Family Office Direct Investing at T5 Equity Partners, LLC

Brian Choi, VP of Finance and Business Development at Woerner Holdings, Inc.