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Perspective NewsletterJoin Northwood Family Office’s Tom McCullough  at ACG Toronto‘s 19th Annual Capital Connection Conference on November 16th from 11:30 am – 12:20 pm EDT. Tom and other prominent leaders in the family office space will be panelists discussing direct investing in the family office space. Information on the session is below:

Investing in the Family Office (FO) Sector – How are FOs competing, collaborating or partnering with PE

A panel of leaders in the FO space discuss different perspectives and insights on the growing and evolving investment-based relationships developed with Private Equity (PE). The panel includes influential speakers from multi-family offices and single-family offices with distinctive views on opportunities to collaborate and partner with PE through fund investing, co-investments and passive investing. The topic of competition over direct investments will also be explored. Different levels of engagement between the FO and PE communities will be examined along with a comparison of key issues, trends and priorities affecting the various players within the FO space.

Additional issues and insights will include:

  • Increasing opportunities for collaboration through mutual investment opportunities
  • Rising trend of FOs investing in PE funds, acting as LPs and the unique value creation associated with these relationships
  • Distinct issues impacting active FOs seeking direct investments and competitive advantages over traditional PE model


 

Northwood Family Office

Tom McCullough

Tom McCullough is Chairman and CEO of Northwood Family Office, which looks after the investments and integrated financial affairs of wealthy families with $10 million or more. He teaches ‘The Management of Private Wealth’ in the MBA program at the University of Toronto’s Rotman School of Management, and is also co-author of the books, Family Wealth Management and Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask.

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