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Family Office List MasterClass: Private Investment Mechanics Part II

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Summary

Join Us for Part II of the "Private Investment Mechanics" MasterClass!

Following the success of our first session, we're thrilled to welcome back Cory Shea and Alex Goodman, Founding Partners of Clockwork, for a deeper dive into private investment strategies. This exclusive Family Office List MasterClass is designed to equip you with advanced tools and insights for seizing private investment opportunities.

During this session, we’ll cover:
Sourcing and Structuring – Effective methods for identifying and evaluating high-quality deals.
Due Diligence Mastery – Comprehensive frameworks for assessing risk and potential in private investments.
Portfolio Monitoring and Performance Tracking – Best practices for managing investments post-deal.
Investment Lifecycle Essentials – Navigating each phase of private investments for optimal outcomes.

- DATE: Thursday, December 5
- TIME: 1 pm – 2 pm ET
This MasterClass is crafted for Family Offices, RIAs, investment advisors, private wealth managers, angel groups, and private deal networks.

Don’t miss this opportunity to enhance your investment strategies and connect with industry leaders!
We look forward to hosting you for another dynamic session.

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Date

December 5th, 2024

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Venue

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