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Investing For A Single Family Office
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| With Michael Inwald (Crocker Mountain Capital), Jane Chen (Blue 9 Capital), David Teten (Versatile VC). |
| UBS, 1285 Ave of the Americas, 38th Fl |
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Apr 04 (Tue) , 2023 @ 05:30 PM
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$20 |
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/-73.98016357,40.76110458,13,0,0/550x200?access_token=pk.eyJ1IjoiZ2FyeXNndWlkZSIsImEiOiJjamtobmRiYmgwb3gwM3F1a2o2Mmd0YWw3In0.DinA62CR3-OKtf3axa5O7Q)
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| DETAILS |
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YaleFin, the shared interest group for Yale alumni in finance, banking, & markets is pleased to present the first in a two part series of panel discussions on family offices. These private wealth management vehicles manage investments & assets for high net worth individuals, & they carry unique advantages & challenges with respect to customization, flexibility, & privacy. Please join us for an evening of refreshments & heavy hors d'oeuvres, courtesy of our co-sponsor UBS Wealth Management, as we delve into this rapidly growing niche.
We will host David Teten (Founder, Versatile Venture Capital; Yale College) moderating a conversation with Michael Inwald, Managing Director, Crocker Mountain Capital, & Jane Chen, Investor, Blue 9 Capital.
We will have brief introductory remarks from leaders of our partner Yale organizations.
Among other topics, our panel will discuss:
Unique tax & structural needs of the family office
Cultural issues in managing assets across generations
Definitional issues: who counts as a family member?
Working with the family office community
We will finish with an audience Q&A & open the floor to mingle over refreshments & heavy hors d'oeuvres.
Our speakers:
Michael Inwald is the managing director of Crocker Mountain Capital, a Boston-based, single-family office investing across asset classes with a focus on venture capital & lower middle market buyout. Prior to Crocker Mountain, Michael was the founder & CEO of Cheeseboy Restaurants, a multi-unit restaurant chain that he sold in 2016. Michael previously served as an active board member of the Yale Entrepreneurial Institute (now Tsai CITY) & has lectured frequently on venture development, with a focus on finance, fundraising, team-building, human resource management, & culture development. Michael is a proud supporter & board committee member of Paul Newman's SeriousFun Children's Network. He holds a BA from Cornell University & an MBA from the Yale School of Management.
Jane Chen is an investor at Blue 9 Capital, a single family office based in New York. The family comes from a manufacturing background & had been investing in mid-market PE businesses, but has shifted their strategy to investing in early stage tech-enabled businesses in the last five years. Jane was previously at PJT Partners in the M&A group, focused on the Fintech & consumer sectors. She received a BA from Harvard.
David Teten is Managing Partner of Versatile VC, backing early-stage companies which help investors generate alpha & succeed. He is Chair of PEVCTech, a community of investors in private companies using technology & analytics to generate alpha. He also manages Founders' Next Move, a community for founders researching their next move: launching a new company; angel investing/becoming a VC; scouting for investments; buying a company; joining boards; consulting; participating in expert networks; serving as an interim executive; or just getting a job. He was previously a Managing Partner with HOF Capital (now >$1.2b AUM); Partner with ff Venture Capital (now >$300m AUM); & Founder of Harvard Business School Alumni Angels of NY. He writes periodically at teten.com. He holds a Yale BA & Harvard MBA.
Agenda:
5:30pm - Room opens
6:30pm - Introductions, panel discussion, Q&A
8:00pm - networking reception
If you have any questions or areas of focus of particular interest to you, please feel free to share with us by emailing us at yalefin@gmail.com!
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