FOX Direct Investing Workshop - September 13, 2022

The Direct Investing Workshop covers the specialized skills and knowledge needed to have an active and successful direct investing platform for your family and family office. During this workshop, attendees will learn the key steps to direct investing, from sourcing deals and due diligence to the best practices in family investment governance. Sessions will cover the risks of direct investing and the structures and practices families engage in to realize the potential for outsized returns. Attend to learn from experts in the industry and network with your peers.

By the end of the workshop, attendees will be able to:

  • Create a robust direct investing strategy
  • Develop an investment policy statement that factors in risk, tax implications, time horizon, and size of investments
  • Understand due dilligence and avoid common pitfalls in evaluating deals
  • Know where to source the right deals and how to properly screen them
  • Create and interpret a due diligence mosaic


Who Should Attend

Family office emerging CIOs, principals, and wealth iterators should consider attending this workshop. The workshop is geared toward people that have intermediate financial literacy and analysis and want to learn more. This event is beneficial for those who may be taking over a family office and international attendees who want to network with like-minded US-based attendees.

 

  • About
  • Agenda
  • Speakers
  • Sponsors

Advance registration is required.

Accessing the Event: This FOX Virtual Workshop will be delivered via an external conference platform. Some employers prevent access to external conference platforms from corporate VPN accounts. You may find it easiest to use a personal device to access this event. Please note that video content will be provided via Zoom.

REFUND POLICY: For event registrations, refunds of payments will be offered if the cancellation is made in writing to Family Office Exchange at events@familyoffice.com five (5) or more business days prior to the start of the event. For more information regarding administrative policies please contact FOX office at: 312.327.1200.

 

Tuesday, September 13

All times listed are in U.S. Central time.
   
10:00 - 10:15 am

Welcome and Overview
FOX will kick off the workshop with an overview of what attendees can expect to learn during the workshop and learn more about fellow attendees.

Jonathan S. Tunner, Director, Private Investment Opportunities, FOX

   
10:15 - 11:15 am

Direct Investing Strategy and Investment Policy
Speakers will provide an overview of direct investments as well as their purpose. Attendees will learn how to build a direct investing strategy and an investment policy statement, and critical factors for success will be shared.

Jonathan S. Tunner, Director, Private Investment Opportunities, FOX

   
11:15 - 11:30 am Break
   
11:30 am - 12:45 pm

Preparing to Invest in Directs
An overview of the direct investing ecosystem will be shared along with an explanation of which functions to outsource and why. This session will also explain how to resource direct investments.

Sean Mooney, Founder and CEO, Bluewave 

   
12:45 - 1:15 pm Lunch Break
   
1:15 - 2:15 pm

Deal Sourcing and Screening
The various deal sourcing options and attributes will be addressed in this session as well as how to build a deal flow pipeline. Deal screening will also be covered.

   
2:15 - 3:15 pm

Building a Diligence Mosaic
Attendees will learn how to construct a diligence framework that achieves intended goals and learn how to run an efficient diligence process.

Jonathan S. Tunner, Director, Private Investment Opportunities, FOX
Sean Mooney, Founder and CEO, Bluewave

   
3:15 - 3:30 pm

Recap and Success Factors

Jonathan S. Tunner, Director, Private Investment Opportunities, FOX

   
3:30 - 3:40 pm Break
   
3:40 - 4:30 pm

Attendee Networking

Jonathan S. Tunner, Director, Private Investment Opportunities, FOX
Nathan Hamilton, Vice Chair, FOX
Tim Duffy, General Counsel and Strategic Partnership Manager, FOX

 

 

 

Workshop Faculty

Tim Duffy
General Counsel and Strategic Partnership Manager, FOX

Tim is the General Counsel and Strategic Partnership Manager at Family Office Exchange (FOX).  In his role as General Counsel, Tim maintains FOX’s compliance with all existing laws, drafting legal agreements, overseeing outside counsel, and maintaining FOX’s intellectual property rights.  As Manager of Strategic Partnerships, Tim manages select relationships by developing and implementing long-term partner agreements, fulfilling partner business priorities, and creating "value-added" opportunities for FOX and these strategic partners.  Tim also works closely with our Director of Private Investments, leading our DIN Resource Partner initiative that provides increased education and support to actively involved members in the Direct Investment Network.

Tim has more than 15 years of experience in private equity, venture capital, and M&A as both an attorney and entrepreneur.  For over a decade, Tim has been involved in the cannabis industry, where he successfully built and sold a vertically integrated medical marijuana company.  As an attorney, he has advised clients on over $200 million in M&A transactions and investment initiatives across a broad range of industries.

Tim attended The Ohio State University, where he earned a B.A. in Political Science and was a three-time Big Ten Scholar-Athlete and division one men's lacrosse player.  After college, Tim coached Ireland’s Men’s National Lacrosse team in the 2015 and 2017 World Lacrosse Games.  Tim also holds a J.D. from DePaul University College of Law.

 

Nate Hamilton, CFA
Vice Chair, FOX

Nate Hamilton, CFA, is currently Co-Founder and Managing Partner of Heritage Partners Group, a private equity investment and operations platform focused on the acquisition and roll-up of consumer retail and information services businesses. Nate has significant experience in partnering with and investing alongside private family capital and family-owned businesses. Prior to founding Heritage, he worked in investment banking, sales and trading and private equity across several institutions including Goldman Sachs, UBS and as a co-founder of FDX Capital, a direct-investment platform built for FOX family offices. Nate currently sits on the Advisory Board of Family Office Exchange and is a consultant to the Direct Investment Network. He earned his Bachelor’s degree in Economics from Vanderbilt and an M.B.A. from the University of Chicago Booth School of Business.

 

Jonathan S. Tunner
Director, Private Investment Opportunities, FOX

Jonathan Tunner is the Director of Private Investment Opportunities at Family Office Exchange (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

Thank you to our FOX Premiere Direct Investing Network Resource Partners for sponsoring our 2022 FOX Direct Investing Workshop!

 

 

 

 

Are you interested in becoming a FOX Direct Investing Network Resource Partner? If so, send an email to info@familyoffice.com.