Breakout Session: Navigating the Direct Investing Deal Ecosystem

Overview

Jonathan Tunner, Director, Private Investment Opportunities, FOX

Moderated by Tim Duffy, Esq., General Counsel, Manager of Strategic Partnerships, FOX

FOX’s Director of Private Investment Opportunities will explain the family office direct investing deal ecosystem. This session is introductory and will cover 12 critical direct investing functions and roles for successfully getting deals done. Major components of the ecosystem will be covered, which include deal sourcing, deal execution, deal monitoring and deal management.

Presentations