Overview
To register for this council meeting, please contact Ken O'Young at koyoung@familyoffice.com.
Agenda >
For family investment leaders seeking peer exchange, co-investment collaboration or family office insights related to venture capital, private equity, real estate or other alternative assets outside of funds or public markets.
Registration
Not a FOX Member? Inquire here to request an invitation to this event:
- Agenda
LIVE ATTENDEE AGENDA
Palo Alto Event Center
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Monday, October 10, 2022 |
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6:00 p.m. |
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Direct Investing Cocktails and Dinne |
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Tuesday, October 11, 2022 |
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8:15 a.m. |
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Breakfast |
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9:00 p.m. |
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Welcome Facilitated by Jonathan Tunner, Direct Private Investment Opportunities and Tim Duffy, General Counsel & Strategic Partnership Manager, FOX
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9:15 a.m. |
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Deal Presentation: The Future of Real Estate Investing Sebastian Rivas, Founder & CEO, Rob McCormack, COO, Cory McComber, Director of Business Development, Andes STR Andes STR is an award-winning property management technology company on a mission to disrupt the world of real estate investing. Andes is led by a world-class team motivated to transform short-term rentals into an asset class that is easy to invest in and widely available. The company employs proprietary technology to offer investors turnkey short-term rental investments with attractive risk-adjusted returns. Andes was founded in 2021 and is headquartered in Austin, TX. The team has experience investing in and managing portfolios of short-term rentals since 2018 across the US, Canada, and Chile. For more information, please visit https://andstr.com/ |
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10:30 a.m. |
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Break |
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10:45 a.m. |
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Deal Presentation: Transforming the Way People Buy and Sell their Homes Court Cunningham, Co-Founder and CEO, Orchard In a world where buying anything has become as simple as “point, click, purchase”, Orchard is bringing that same ease to life’s biggest financial decision — buying a home. We combine brokerage, mortgage, title, and technology to make the obstacles that lie between our customers and the home of their dreams disappear. Orchard customers win their next home, skip the traditional home sale hassles, and ultimately get to enjoy the experience. It’s the new way to home. |
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12:00 p.m. |
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Lunch |
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1:00 p.m. |
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Trends and Insights: How Private Equity is Navigating through the Next Recession Sean Mooney, Founder and CEO, BluWave |
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2:00 p.m. |
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Break |
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2:15 p.m. |
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Peer Dialogue – Part I Facilitated by Jonathan Tunner and Tim Duffy, FOX
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4:00 p.m. |
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Day 1 Adjournment
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4:30 p.m. |
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Social Event |
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6:45 p.m. |
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Council Dinner |
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Wednesday, October 12, 2022 |
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8:15 a.m. |
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Breakfast |
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9:00 a.m. |
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Welcome Back Facilitated by Jonathan Tunner and Tim Duffy, FOX |
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9:15 a.m. |
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Deal Presentation: Reimagining Learning, Teaching &Connection Lyle Maxson, Strategic Alliances & Founder, GeniusX Retreat is a social education platform that will feature dozens of the world’s top experts across multiple industries.People learn through audio, visual, and kinesthetic inputs.Only VR offers all three. Retreat scales interactive evergreen content.Offers course providers, masterminds, and retreats an intimatecustomizable experience for their clients. |
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10:30a.m. |
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Morning Break |
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10:45 a.m. |
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Peer Dialogue – Part II Facilitated by Jonathan Tunner and Tim Duffy, FOX
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11:45 a.m. |
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Meeting Wrap-up & Looking Ahead Facilitated by Jonathan Tunner and Tim Duffy, FOX |
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12:00 p.m. |
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Lunch |
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1:00 p.m. |
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Meeting Adjourned |