Winning Investment -
Pitching and Selling to Family Offices
With Subject Matter Expert
COO, Ohana Advisors
In this powerful CEO Roundtable, you’ll discover how to unlock investment from Family Offices (FOs) and Multi-Family Offices (MFOs).
You’ll understand how they think about investing and how it differs from Private Equity, Venture Capital, Hedge Fund, and Real Estate investors. And you’ll hear it from the best: John Schneider, Managing Partner and COO of Ohana Advisors, an MFO with over $1 Billion in assets under management, a former partner at two hedge funds, and a former investment banker. John knows his way around the FO and MFO world.
The fee for this CEO Roundtable is $195 and is open only to CEOs who have already attended a CEO Roundtable. If you have not attended a CEO Roundtable in the past, please join us here.
Note that completing a company profile does not guarantee your spot - you must be accepted to attend. If you are not accepted, a full refund will be issued.
If you are an AFN member, there is no fee to participate. Please email us directly at email@example.com to register.
About John Schneider
John joined Ohana Advisors in 2018 and serves as Managing Partner, COO, and a member of the Investment Committee. Along with Josh Richter, he is responsible for establishing and executing the strategic objectives of the firm.
John’s other responsibilities include managing firm operations, compliance, and working closely with the CIO and clients to evaluate and monitor investment opportunities.