Session: Doing Deals with Family Offices

June 11, 20252:00PM - 3:00PMRoom 205AB, Boston Convention & Exhibition Center

Doing Deals with Family Offices

Among other themes, the panel will discuss (i) family office asset allocation and the rise of direct investing, (ii) the true meaning of “patient capital,” (iii) the “NextGen” effect, (iv) deal sourcing and “club deals,” and (v) some common misconceptions about doing business with family offices.

Speakers

Nelly Xavier

Managing Director, CW Advisors

Michael Inwald

Managing Director, Crocker Mountain Capital

Shamit Grover

CEO, Vesper Company

Ben Armour

Partner, Sullivan & Worcester

Event Info

  • Wednesday, June 11, 2025
  • 2:00PM - 3:00PM ET
  • Room 205AB, Boston Convention & Exhibition Center

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