Rising Gen Network Virtual Meeting - Direct Investing: A Cannabis Industry Deal Review - March 11, 2021


Thursday, Mar 11, 2021 - 10:00am to 11:15am CST


Please join us Thursday, March 11, from 10:00 am to 11:15 am CT, for a live & interactive virtual meeting with the FOX Rising Gen community. These experiences are available to all members of FOX’s Rising Gen community who are looking for opportunities to build relationships, have authentic conversations, and gain action-oriented new ideas.

The FOX rising gen community has identified investment strategies as one of its Top 5 challenges. To help address this challenge, we are excited to offer an opportunity to learn about direct investing at our next Virtual Rising Gen Network Meeting, Direct Investing: A Cannabis Industry Deal Review.

In this virtual meeting, FOX’s very own direct investing experts, Jonathan Tunner, Director, Private Investment Opportunities, and Tim Duffy, General Counsel and Manager, Direct Investing, will lead you through the process of evaluating a real deal from the cannabis industry, which will cover the following:

  • Quick review: What is Direct Investing?
  • What are the essential ingredients to looking at deals?
  • Deal walk through of “Cannabis R Us”
    • Essential Information Checklist
    • Executive Summary + Industry Review
    • Financials Statements & Valuation
    • Term Sheet
  • Business Case + Deal Analysis Q&A


Please click on the Register button below to sign up for this event.

You may contact the Events Team with any questions at events@familyoffice.com.



  • Agenda
  • Speaker(s)
10:00 am CT Meeting Begins: Introductions and Rising Gen Community Updates
10:15 am CT

Presentation: Direct Investing: A Cannabis Industry Deal Review 

11:15 am CT Meeting Adjourns



FOX Moderators

Mindy Kalinowski Earley, CMP, CFBA ​
Chief Learning Officer, FOX Family Learning

Mindy Earley is Chief Learning Officer for Family Office Exchange. In her role, she works to foster integrated learning programs for enterprise families and is responsible for developing the family learning community. She provides support to the Family Learning and Experience Council and FOX Family Learning Network. Mindy is inspired by helping people learn, grow and discover the way that they will make personal and productive contributions, using their strengths and talents.

Mindy has held various roles in small and large family offices and has been responsible for creating and stewarding professional learning networks in support of human and intellectual capital. She has designed learning experiences that increase the knowledge base and enhance the life path of individuals while providing personalized support and coaching to help them meet their goals.


Tim Duffy, Esq.
General Counsel and Manager, Direct Investing 

Tim Duffy is the General Counsel and Manager, Direct Investing, at FOX. In his role, he is responsible for overseeing FOX’s legal affairs and advises the company on a wide range of legal and business issues. 

Tim has over fifteen years of professional experience in private equity, venture capital, and a broad range of M&A transaction experience, as both an entrepreneur and an attorney.  

Tim attended The Ohio State University, where he graduated magna cum laude with a B.A. in Political Science and was a three-time Big Ten Scholar Athlete. Tim also holds a J.D. from DePaul University College of Law.


Jonathan Tunner
Director, Private Investment Opportunities

Jonathan Tunner is the director of private investment opportunities at FOX. Jonathan serves as a relationship manager and thought leader helping to develop and execute strategies designed to meet the needs of families across all markets active in direct investing. In his role, Jonathan builds and supports the strategic network of families who desire to share their industry expertise and to collaborate with others to acquire interests in companies and/or real estate. In addition, he oversees the Direct Investing Network (DIN), is a member of the FOX leadership team, and is the Co-Chair of the Owner/Operator Council.

Jonathan brings over twenty-five years of broad business, direct investment, and family office experience to FOX and its members. Jonathan started his career in the international coal industry working in the US, Latin America and Europe for Massey Energy. Jonathan transitioned to oversee daily management of a complex, inter-generational family office. As CFO, Jonathan had senior financial, wealth, and management responsibilities with particular emphasis on sourcing, structuring, funding, overseeing and exiting privately held businesses and real estate interests across a spectrum of sizes and industries. Jonathan also held extensive operational and executive duties within portfolio companies including CEO, CFO and COO, while also serving on numerous boards. Most recently, Jonathan was CEO of Constellation Partners; a business performance consultancy providing strategy, leadership and business intelligence related services to drive enterprise value in lower and middle market businesses. 

Jonathan earned a B.A. from Hampden-Sydney College majoring in Spanish and minoring in Economics and History, and an M.B.A. majoring in Finance from the University of Richmond.  

Areas of Expertise:  Direct Investing, Business Owners and Business Strategy.