2025 FOX Private Family Capital Summit

Overview

Wednesday, Apr 30, 2025 - 08:00am
Friday, May 02, 2025 - 12:00pm
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April 30, 2025: Reserved for family members, single family office executives, and invited industry leaders 
May 1-2: Reserved for family members, single family office executives, advisor members and invited industry leaders 

All times listed are US Eastern time.

If you would like to:
•    register with an event credit
•    register another member of your organization
•    or are having trouble registering 
please contact us at events@familyoffice.com

Region
United States
Location
Miami, FL

Registration

Please login to see your registration options. Non-members can create a FOX Public Network guest account here.

Questions? Contact us at events@familyoffice.com or reach out to your relationship manager.

Address

Hotel AKA Brickell
1395 Brickell Avenue
Miami, FL 33131
United States

April 30, 2025: Reserved for family members, single family office executives, and invited industry leaders 
May 1: Reserved for family members, single family office executives, advisor members and invited industry leaders

The Private Family Capital Summit (PFCS) is the preeminent community event for families and family office investors managing Private Family Capital across diverse asset classes and strategies. 

This event continues the same great thematic content, global perspective, and diversity of thought regarding investment strategies, risk management, and the global macroeconomic backdrop from FOX's prior Global Investment Forums. This year’s gathering also offers a more focused perspective on the unique challenges, advantages, and strategies associated with investing Private Family Capital. Content and conversations include some of the world's most effective family office investors, global business leaders, and other influential voices in the Private Family Capital ecosystem, curated for their unique insights that may help guide investment decision-making, asset allocation, and risk mitigation. 

Join us for discussions designed for investors and decision makers navigating today's evolving investment landscape. 

Who Should Attend

All FOX members, including family members, family office executives and advisors, are encouraged to experience this forum. 

Registering for the Program

Please note forum credits or a registration fee are required to attend in person. Additional discounts are available for multiple members of your family or firm attending in person. Please contact your relationship manager or events@familyoffice.com for more information. 

Event Venue

This event will take place at Hotel AKA Brickell, 1395 Brickell Ave, Miami, FL 33131

  

Pricing

 

  FOX Members Non-Member
Individual attendees $2,850 $3,550
Multiple attendees from the same organization $2,550 $3,200

 

Wednesday, April 30
Reserved for family members, single family office executives, and invited industry leaders
All times listed are in US Eastern time.             
 

Builder Capitalism Roundtable
   
8:00 am Roundtable Registration and Breakfast Opens
   
9:00 am - 12:00 pm

Builder Capitalism Roundtable

Instilling an entrepreneurial spirit into the family and/or family office can be one of the more difficult challenges for a multigenerational family. Join us for a half-day deep dive with leaders building companies, platforms, and new businesses adjacent to their family office or family business. We will identify, isolate, and discuss best practices from those investing Private Family Capital with a Builder Capitalist mindset. 
   
9:00 am - 9:15 am

Opening Remarks

Nate Hamilton, Chairman, FOX
Nick Rhoads, Board Member, FOX
   
9:15 am - 10:00 am

Fostering Entrepreneurial Spirit in a Family Enterprise

Patrick Murphy of Coastal Construction and Togal.AI shares the journey through politics, business and entrepreneurship that led him to founding and building a new business in the AI space alongside his family’s core investments and operating holdings. We will seek to draw out lessons learned and best practices on how to best spur innovation within or adjacent to a multi-generational operating business.

Patrick Murphy, Founder & CEO, Togal.AI
Nate Hamilton, Chairman, FOX
   
10:00 am - 11:00 am

Innovating in a Legacy Sector

Hear from Mo Hage, an entrepreneur and engineer who partnered with Private Family Capital Investors to pioneer “Agriculture 2.0” at his Montreal-based agricultural platform designed to grow organic food in urban environments that can be delivered locally at scale. The Company has seen explosive growth, and Mo will discuss how Private Family Capital Investors with vision were a critical piece of his success story along with Lufa’s incredible growth trajectory ahead.

Mo Hage, Founder, Lufa Farms
Dave Furneaux, Host
   
11:00 am - 11:15 am Networking Break
   
11:15 am - 12:00 pm

Investing and building companies with Private Family Capital

Prolific venture investor Matt McCall shares his experience investing in early-stage companies with the Pritzker family and the Crown family. We will discuss the motives behind venture investing using Private Family Capital and how to build a differentiated investment thesis in an industry traditionally dominated by large-scale VCs, including the approach Four More Capital is taking to mitigate downside risk and systematically increase the odds of success.

Matt McCall, Investment Chair, Four More Capital
Nate Hamilton, Chairman, FOX
   

Private Family Capital Summit
   
12:00 pm - 1:00 pm Lunch
   
1:00 pm - 2:00 pm

Energy Investing for PFC Investors

The energy and natural resources sector is at a unique inflection point as the demand for power to drive data centers and AI compute increases. Hear from experienced energy investors discuss how they invest Private Family Capital into energy and power as well as the opportunities and risks in today’s political climate.

Presenting: Panel of Thought Leaders
   
2:00 pm - 2:15 pm

Networking Break
   
2:15 pm - 3:15 pm

Real Estate Platform Investing

Multigenerational families have long turned to real estate as a wealth creation and growth vehicle. These Private Family Capital Investors have gone a step further, building and growing investment platforms dedicated to real estate investing in targeted sub-asset classes.

Antonio Luis Ferre Rangel, CEO, Kingbird Capital  
H. Scott Silverman, Founder & CEO, Agman 
Nate Hamilton, Chairman, FOX
   
3:15 pm - 3:30 pm

Networking Break
   
3:30 pm - 4:30 pm

Navigating the Markets and Economic Uncertainty

Join Kevin Gordon, Director and Senior Investment Strategist at Charles Schwab & Co., as he discusses the latest economic trends, opportunities, risks and market developments most affecting family offices and multi-generational wealth. Kevin will tackle several key topics most top of mind for private family capital including:  

  • U.S. economic, market, and policy outlook in a rapidly changing, inflation-affected environment
  • What’s ahead for key market drivers, including corporate earnings, valuation, and investor sentiment
  • Federal Reserve policy and how it may affect the markets
  • The issues that aren’t being talked about, which can be more intriguing than the ones everyone is talking about

Kevin Gordon, Senior Investment Strategist, Charles Schwab & Co.
   
   

Direct Investing Dinner
   
6:30 pm

Direct Investing Dinner

Enjoy dinner, dialogue, and networking with other family members, wealth owners, and family office CEOs and CIOs investing Private Family Capital.
   

Thursday, May 1

Open to family members, single family office executives, family office executives, and advisors
   
8:00 am - 9:00 am Registration/Exhibits
   
8:00 am - 9:00 am Breakfast
   
9:00 am - 9:30 am

Welcome

Nate Hamilton, Vice Chair, FOX
Nick Rhoads, Board Member, FOX
Peter Moustakerski, CEO, FOX
   
9:30 am - 10:15 am

Investing in Today’s Global Macroeconomic Environment

In this session, we’ll delve into the current state of the global macroeconomic landscape and its profound impact on investment strategies for Private Family Capital across asset classes, sectors, and geographies. Led by one of the financial industry’s foremost global macro strategists, this presentation will provide insight on today’s evolving economic conditions, from inflation trends and interest rate fluctuations to geopolitical risks and tariff disruptions, alongside the implications for long-term investing and secular trends.

Grant Johnsey, Head of Client Solutions, Northern Trust
Nick Rhoads, Board Member, FOX
   
10:15 am - 10:30 am

Networking Break
   
10:30 am - 11:30 am

PFC and Traditional Buyout Investing: Family Office Panel

Family offices continue to increase direct investments in private companies, with each family often cultivating an approach tailored to their unique capabilities, risk tolerance and desired sector exposure. Hear from deeply experienced private equity investors who will share the origins of their direct investing strategies as well as the challenges and opportunities inherent in their approaches amidst a dynamic market environment.

Fernando Silva, Managing Director, Lockton Companies
Alexander Rosenthal, Director, Verlinvest
Matt Leeds, Global Industrial
   
11:30 am - 12:15 pm

Building an Investment Thesis Around the Future

Join us to hear from the leadership of a firm that has played a unique role investing in disruptive innovation, technology and consumer businesses. Juan will share the firm’s longstanding macroeconomic thesis and what its implications are for Private Family Capital Investors seeking to best position their family and their investments for the future.

Juan Sabater, Co-President, Valor
   
12:15 pm - 1:30 pm

Lunch
   
1:30 pm - 2:15 pm

The Expanding Role of Private Credit and What it signals about Today’s market

Since the rise in interest rates in 2022, public and private credit have been some of the most sought-after asset classes by Private Family Capital Investors. Hear from the founder of a rapidly growing credit fund on how he has navigated the 2020 volatility, the parallels he sees to today’s market, and what's different this time around, including what risks remain in the broader market.

Scott Goodwin, Founder, Diameter
   
2:15 pm - 3:00 pm

Exponential Tech Roundtable - Longevity

Dr Verburgh will share cutting edge insights in the field of longevity, including the latest science, investing, and personal strategies backed by scientific evidence for extending health span. We will discuss what the future looks like in a society where adults might live much longer, and what this means for families both personally and professionally.

Kris Verburgh, General Partner & Head of Science, Longevity Growth Fund
   
3:00 pm - 3:45 pm

Exponential Tech Roundtable - Blockchain

Join us for a discussion with renowned macro investor Dan Tapiero as we discuss the regulatory shifts in the blockchain and digital asset sector and what it means for investors and for blockchain technology’s future use cases. We will build off Dan’s over 25 years of experience in global macro, gold, farmland and the journey that that led him to dedicate his focus to the transformative potential of blockchain companies and bitcoin.

Dan Tapiero, Founder & CEO, 10T and 1RT Holdings
   
3:45 pm - 4:00 pm

Networking Break
   
4:05 pm - 5:00 pm

The Evolution of AI: 2025 and Future Outlook

As AI continues to transform industries from healthcare and finance to manufacturing and consumer tech, understanding its trajectory is critical for Private Family Capital Investors looking to capitalize on emerging opportunities. Jack will share unique perspectives gained as a family member of a business-owning family and as a technology entrepreneur and visionary disrupting the way AI can innovate across multiple different industries at once.

Jack Hidary, Founder & CEO, Sandbox AI
Nick Rhoads, Board Member, FOX
   
5:00 pm - 5:15 pm

Closing Remarks and Day Concludes

Nate Hamilton, Vice Chair, FOX
Nick Rhoads, Board Member, FOX
   
5:30 pm - 6:30 pm

Cocktail Reception
   
7:00 pm

Pocket Dinners
   
   
Speakers

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Nate Hamilton
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.

Peter Moustakerski
CEO, FOX

Peter Moustakerski is CEO of Family Office Exchange (FOX), the premier resource for families managing private enterprises and family wealth across generations. For over 30 years, FOX has been recognized as the industry’s most exclusive, innovative, and influential community for peer networking and learning, and has provided independent insights, expert guidance, and practical solutions to complex problems related to family transitions and family wealth.

Peter has spent more than 25 years as a C-level strategist and executive across a variety of industries, including wealth management, capital markets, and technology. He is a former family office executive and FOX member, management consultant, and entrepreneur. He has served as a strategy, innovation, and growth leader for a number of private and public companies and founded two start-ups in New York City and China.

Prior to joining FOX, Peter served as Chief Operating Officer of the family office of the founder of Bridgewater Associates, where he worked closely with the principal family members to envision and oversee the redesign of the family office strategy and day-to-day operations to better serve the evolving needs of the family. Before that, Peter was a management consultant at Booz Allen Hamilton, advising many of the world’s top C-suite leaders, and a strategy executive at UBS, leading all growth and transformation initiatives for the bank’s wealth management organization.

Most recently, Peter was Chief Strategy Officer of News America Marketing, a former News Corp. subsidiary, where he built and led the Corporate Strategy and M&A function and led the company’s successful carve-out and sale to a private equity sponsor. In addition, for more than 20 years, Peter has been a contributing writer and researcher with The Economist Intelligence Unit (EIU), and has led many qualitative and quantitative research projects, and written a number of influential white papers for the EIU, NBER, and other research institutions and media publications.

Peter holds an MBA from Columbia Business School and a BS in Computer Science and Engineering from Zhejiang University in China, and is proficient in Mandarin, Russian, and Bulgarian.

Areas of Expertise: Enterprise Strategy, Strategy-to-Execution Best Practices, Digital Transformation

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Nick Rhoads
Board Member, FOX

Nick is an accomplished entrepreneur, investor and executive with deep experience building and investing in businesses at an institutional scale. Nick is the Co-Founder and Managing Partner of Heritage Partners Group (“Heritage”), an investment firm focused on acquiring, building and growing private businesses and real estate. The Heritage strategy is characterized in part by a differentiated approach to private investing, partnering exclusively with family capital and utilizing a permanent, flexible approach to timelines, structure and asset monetization. Throughout Nick’s career, he has worked closely with family offices and high-net-worth individuals, and he understands the unique challenges and opportunities that families encounter. 

Prior to founding Heritage, Nick worked in the investment banking division at Goldman Sachs, where he advised publicly traded and privately held companies on M&A, equity financing and other strategic initiatives. Previously, Nick held various positions at Fidelity Investments, where he was consistently recognized as a top 1% producer in the firm’s wealth management division and served on various firmwide leadership committees. 

Since 2018, Nick has served on the Advisory Board of Family Office Exchange (“FOX”), the world’s premier network for multigenerational family offices. Nick is involved in several charities in New York and in his home state of Virginia and has been a regular guest lecturer at Columbia Business School and at the University of Maryland. He has a B.S. from Virginia Tech and an M.B.A. from Columbia Business School, where he was a Columbia Fellow.

Hotel AKA Brickell
1395 Brickell Avenue
Miami, FL
305 503 6500

FOX has reserved a limited number of rooms at a rate of $299 per night plus applicable taxes. You may book rooms online by clicking HERE (be sure to choose your exact arrival and departure dates).

You may also contact the hotel directly at 305.503.6500 and mention the group code “2404FOXG”.

Summit attendees are responsible for making their own accommodation arrangements. The cutoff date for hotel reservations at this special conference rate (subject to room availability) is April 11, 2025.

General Questions:  

How will I select my sessions if I register before the whole agenda is announced?

The FOX events team will reach out to you when the full agenda is announced to select your family seminars (if applicable), breakout sessions, peer dialogues and social events.

 

Will you offer CPE Credits?

Yes. CPE credits can be earned for all eligible sessions, in-person.

 

I'm interested in learning more about sponsorship for this event, who do I contact?

Please contact Dave Blide, Business Development, 917.741.6400 or dblide@familyoffice.com

 

What is your refund policy?

To ensure the most flexibility for our members and guests, refunds of forum credits or registration fees will be granted up until we distribute access to the program app and portal on Monday, April 28, so long as we are notified in writing at events@familyoffice.com.  

 

What is the dress code? 

Business casual attire is recommended. 

 

How do I book a guest room at the Hotel? 

FOX has reserved a limited number of rooms at the Hotel AKA Brickell. Rate information and booking procedures to come in January.

 

Attending the Forum and using the Forum App and Portal: 

Where is the Forum portal/app and how do I access it? 

Information on accessing the portal will be emailed to you directly prior to the event. For access assistance please email events@familyoffice.com. You must be registered to access the event. 

 

How do I log in? 

To log in, you will need the email address you used to register. Once you enter your first name, last name, and email address on the login screen, you will be sent a verification code to your email address. Once you enter your verification code, you will have access. 

Please note: once you have entered your email address, it can take up to 10 minutes to receive your verification code. If you need assistance, please reach out to us at events@familyoffice.com. 

 

Which technologies are you using? 

  • CVENT/ Attendee Hub will provide our Forum portal. 
  • Mentimeter will be used for in-session polling. 

 

What device should I use? 

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. 

 

What do I do now that I’ve logged in? 

We recommend: 

  • Completing your profile and un-hide yourself.
  • Reviewing the “attendee” section and requesting to connect with other attendees. 
  • Taking some time to become familiar with the portal, and the “All Sessions” page, where you will access the agenda. 

 

Do I have to log in every time I visit the event? 

If you do not close your browser windows or log out of the Forum, you will not need to log in again. Otherwise, you will need to log in again. 

 

What is the time zone? 

All published times are in U.S. Eastern time. 

 

How can I change my visibility setting from hidden to visible or vice versa? 

Navigate to “edit your profile,” where you can change your visibility. 

 

My question isn’t here, how can I get additional help?

Please email events@familyoffice.com and we’ll be delighted to assist you.

 

Thank you to our Sponsors!

Keynote Sponsor
BNY As a global financial services company, BNY oversees more than $50 trillion in assets for their clients – managing it, moving it and keeping it safe. For 240 years, they have been creating new solutions that benefit businesses, communities and people everywhere.

Lunch Sponsor
Taxster logo Taxster provides comprehensive and reliable tax advisory services to companies in all 50 states. With their team of experienced and knowledgeable tax professionals, you can trust them to provide personalized and accurate tax advice. ​ ​

Media Sponsor
Crain Currency Crain Currency is the premier digital news hub tailored for individuals overseeing family wealth and legacy. Launched by Crain Communications Inc. in 2022, it provides industry news and peer-to-peer insights to help family offices address their unique challenges. We focus on connecting like-minded individuals and creating networking opportunities.