One Family’s Perspective: Building a Vision for an Investment Program

Family member and private investor Oakleigh Thorne will be part of an interactive discussion through the use of a moderator regarding his investment approach since the sale of his family’s business, Commerce Clearing House, 20 years ago. He will share the lessons he has learned in the process and also talk about his experiences as a diversified investor in both public and private markets. Mr. Thorne will discuss building his vision for a substantial direct investing program, sourcing unique and interesting deals and incorporating such a program into a family’s overall portfolio.