FOX Virtual Direct Investing Network Meeting - June 16, 2020
Overview
Please join us for a virtual meeting with private investors, focused on bringing together families with an active interest in direct investing.
Meet other like-minded investors and engage in meaningful interactive virtual peer discussion among members to share ideas, experiences, and challenges of investing in an unprecedented environment. We will hear from a few select FOX members on how they are navigating and managing direct investments during the COVID-19 pandemic.
Attendance is included with membership, but advance registration is required.
Please contact the Events Team with any questions at events@familyoffice.com
Speaker(s)
FOX Facilitators
[[{"fid":"55306","view_mode":"default","fields":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""},"type":"media","field_deltas":{"1":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""}},"attributes":{"style":"margin: 5px 10px; float: left;","class":"media-element file-default","data-delta":"1"}}]]Tim Duffy, Esq.
General Counsel and Interim Director Direct Investing Network
Tim Duffy is the General Counsel and Interim Director of the Direct Investing Network 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.
[[{"fid":"42691","view_mode":"default","fields":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""},"type":"media","field_deltas":{"2":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""}},"attributes":{"style":"margin: 5px 10px; float: left;","class":"media-element file-default","data-delta":"2"}}]]Nate Hamilton
FOX Advisory Board Member
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.
[[{"fid":"60276","view_mode":"default","fields":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""},"type":"media","field_deltas":{"3":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""}},"attributes":{"style":"margin: 5px 10px; float: left;","class":"media-element file-default","data-delta":"3"}}]]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