Circulus Global Family Office Summit
Navigating the Future
Excited to announce the Circulus Family Office Global Investment Summit on September 19th in NY!
Circulus is building on our successful 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.
Panels on navigating the current market, fintech innovation, the challenges of managing family wealth, and the macro outlook and effect of the upcoming election will fill the day with experts and top practitioners for our select audience of 50+ family offices.
This is our first step towards building a global community, and we invite single family offices to apply for an invitation. (We are currently oversubscribed, but you may apply for the waitlist).
We are thrilled to have Steven Tananbaum of GoldenTree joining us, as well as Zoe Cruz, Torsten Slok and Rebecca Patterson. This will be a very special event.
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 Officer, Mudrick Capital; Josh Resnick, Founder and Managing Partner, Jericho Capital; George Mueller Portfolio Manager of Private Credit at KKR.
10:00 am | Fintech: Innovation and Challenges, David Teten of Coolwater Captial moderates with Jason Trigg, Co-Founder at Arch Labs; Bill Wyman, President of Summitas, and Franklin Tsung, CEO Future Advice
11:00 am | The Big Picture: Torsten Slok, Chief Economist at 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 of Menai Financial; interviewed by Joe Reilly.
1:45 pm | Operational Excellence in the Family Office: Erik Christofferson, Managing Director at Alti Tiedemann Global.
2:45 pm | Keynote: Steven Tananbaum, CEO of GoldenTree; interviewed by Greg Coules, President and Founder at JG Coules Advisors
3:45 pm | Future of Venture Capital: Moderated by Daniel DeWolf; Alex Weiss, Co-Founder and CEO of ClearSky; Michael Sidgmore, Co-founder of Broadhaven Ventures; Pierre Mordacq, Managing Parter at The Gate Technologies; Owen Davis, General Partner at Contour Ventures; and Ben Freeberg, Founder of Oncology Ventures.
4:45 pm | Networking and Cocktail Reception
(Agenda subject to change)
Our Protocol: We are a relationship focused organization that prizes the trust developed in the privacy of a commercial free setting. Solicitation is strictly prohibited between members and between advisors and members. Circulus reserves the right to dismiss attendees and advisors if there is any violation of this policy.
Your submission will be reviewed, and we will revert. Only single family offices will be allowed to attend. All information will be kept confidential. Circulus Group is an educational forum and does not participate in the offer, sale or distribution of any securities nor does it provide any investment, tax, legal or financial advice. Thank you!