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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. This CEO Roundtable is intended for CEOs only. You must complete a company profile before the date of the panel. 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.
RSVP with firstname.lastname@example.org for this fantastic event and also receive an autographed copy of Lincoln and the Fight for Peace
If you are new to AFN and have not yet filled out a profile to be part of our community, please do so here. Then, let us know that you have filled out the profile with your RSVP.
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. Prior to joining Ohana, John served as the lead corporate development professional at Interactive Brokers while also serving as an investment professional for an affiliated single-family office. Previously, he served as a partner and senior research analyst at two technology-focused hedge funds, Artis Capital and Lamond Capital, covering financial technology and clean technology companies. John also served as a general partner in two venture capital funds at Artis Capital, focused primarily on later stage technology companies. Before moving to the buyside, John spent 11 years in investment banking between WR Hambrecht + Co and Robertson Stephens, most recently as Head of Investment Banking, a member of the Executive Committee, and Head of the Auction Products Group at WR Hambrecht. John graduated from Princeton University with an AB degree in History. He is a native San Franciscan and lives in Marin County with his family and several pets.
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