Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing.
Attendance is included with membership, but advance registration is required.
LocationBoston College Club
Not a FOX Member? Inquire here to request an invitation to this event:
- FOX Facilitators
Lunch and Presentations/Q&A
Managing Investment Risk: Investment Decisions Shouldn’t Be Taken Lightly
In recent years, a growing number of family offices are emerging as direct competitors to the crowded private equity space. These family offices are increasingly competing against core middle-market private equity firms for assets of considerable size.
As family offices seek to compete directly, they are increasingly finding several keys to success: (1) the absolute necessity to understand the risks and target industries; (2) the ability to communicate on a partnership approach; (3) finding a unique niche within a targeted class as opposed to the generalist private equity firms; and (4) the importance of finding and working alongside outside, third party advisory firms to assist them in getting the transaction across the finish line in an efficient manner.
During the member briefing we will discuss how family offices are increasing their sophistication in terms of due diligence. In particular, family offices are beginning to devote time and resources to implementing or procuring Transactional Risk Solutions as well as perform insurance and risk management due diligence, similar to the traditional private equity community.
|1:00 pm||Peer Dialogue|
Equity Risk Partners
Chris Veber joined Equity Risk Partners, a wholly owned subsidiary of HUB International, in 2002. Mr. Veber has more than twenty years of experience in mergers and acquisitions. He has acted as an advisor to 50+ leading global private equity firms, corporations, and ultra high net worth families involving various M&A commercial insurance and human capital matters. He focuses on clients in North America, but our firm has the ability to support clients globally. As a lead advisor to several consumer and healthcare focused clients, Chris has deep credentials within these two industry sectors and specifically these sub segments: food, personal care, sports and fitness and healthcare services.
Prior to joining Equity Risk Partners, Chris was an investment banker with McDonald Investments where he advised the firm’s corporate finance clients in Chicago and the Upper Midwest. Mr. Veber is a graduate of The University of Michigan where he earned his Bachelor of Arts degree in Economics and was a member of the 1995 NCAA National Championship Swimming and Diving Team. Chris resides with his wife Angie and their three sons in Kenilworth, Illinois. He is also an active member of the Young President’s Organization (YPO) and a volunteer for the U.S. Olympic Committee Foundation and Michigan Athletics.
Senior Business Development Manager
Sandra Ditore, Senior Business Development Manager for Family Office Exchange (FOX) which is a leading provider of research, advice and education to families of exceptional wealth. FOX serves more than 350 ultra-wealthy families and 150 multi-family offices and advisory firms across 20 countries. In her role, Ms. Ditore is responsible for identifying prospective family and advisor members, assessing their needs and priorities, and ensuring they have a deep understanding of the benefits of FOX membership. In addition to new member acquisitions, Ms. Ditore is responsible for identifying and securing sponsorship for FOX forums and educational workshops.
Ms. Ditore has more than 20 years of experience in sales and marketing. Before joining FOX in 2002, Ms. Ditore was a senior account manager for a Chicago-based healthcare communications firm, where she developed marketing strategies for global pharmaceutical brands. Prior to this, she held research and marketing positions at several Wall Street investment banking firms, including Drexel Burnham Lambert, Dean Witter Reynolds, and Dillon Read & Co.
Ms. Ditore is on the Executive Leadership Team for the Family Firm Institute (FFI) Midwest Chapter. Her involvement includes the development of educational programming for Midwest members.
Managing Director, Councils
Mariann Mihailidis serves as managing director and consultant to family office members of the Family Office Exchange. In her role she oversees the management of all domestic family office relationships. As a practicing tax and estate-planning attorney, she develops strategies in wealth transfer issues, taxes, and corporate structures. Mariann has served as an executor and trustee, and her fiduciary responsibilities included administrative, legal, and accounting duties of various trusts and estates.
Prior to joining FOX in 1996, Mariann worked in one of America’s leading family offices for four years as an accounting manager for the family’s investment partnerships and operating companies.
She also spent more than six years in public accounting, including work as an auditor for Price Waterhouse. Mariann received a Bachelor’s Degree in accounting from the University of Notre Dame and a JD from IIT-Kent College of Law.