Annual Direct Investing Conference

November 10th 2017 Boca Raton Resort - Boca Raton, FL

Add to Calendar 2017-11-10 13:00:00 2017-11-10 18:00:00 America/New_York BVE Annual Direct Investing Conference Boca Raton Resort Bonaventure Equity


  • 12:00p - Registration Opens & Networking Reception
  • 12:20p - Opening Remarks
  • 12:30p - Evaluating Risk - Valuing Private Companies
  • 1:15p - Building Value: How to Build Operational Value In An Investment
  • 2:00p - Extracting Value - Creating an Exit Event & Generating Returns
  • 2:40p - Break
  • 2:45p - Real Estate - Investing in Private Real Estate
  • 3:30p - Impact Investing - Investing for Profits & Purpose
  • 4:15p - Co-Investing - Pathways & Best Practices to Investing with Partners
  • 4:45p - BVE Innovation Awards Presentation
  • 5:00p - Break - Service Bar/Networking Opens
  • 5:15p - Keynote “The Secret to Direct Investing? There is No Secret Sauce But there Are a Few Key Ingredients" - Johnathan Robertson, Director TG Capital
  • 5:45p - Keynote Q&A
  • 6:00p - Cocktail Hour & Networking
  • 7:00p - Program Concludes


Event Highlights

The Bonaventure Equity, LLC Annual Direct Investing Conference 2017 will bring together 300+ of the leading experts and active family office investors driving the international growth of direct investing. The one-day symposium will be hosted at the renowned Boca Raton Resort & Club in Boca Raton, Fla., and feature a variety of engaging panel discussions on trends, strategies, and best practices in the current direct investing markets.

As the foremost event on Direct Investing, attendees will participate in a unique conference format and benefit from networking with industry leading and nationally recognized deal makers, learn from key thought leaders and practitioners and share deal flow.

Panels Discussions

TRACK A | The Direct Investing Lifecycle - Successfully Investing in Private Companies

1. Evaluating Risk & Valuation
  • • Analyzing a private company is complicated & requires a detailed understanding of how to evaluate risk and potential return
  • • Aligning an investment thesis as a framework for direct investing
  • • How to value a private company
2. Building Value & The CEO Perspectives
  • • How to operate a private company for value creation
  • • How investors & CEOs collaborate post investment
  • • Alignment of operators & investors
3. Extracting Value – Exiting an Investment
  • • How to create an exit strategy and liquidity event (M&A, IPO)
  • • Pathways to creating an exit event & generating returns
  • • Structuring the sale of an investment

TRACK B | Strategies for Direct Investing

1. Impact Investing
  • • Investing in private ventures for profits & purpose
  • • Creating an investment thesis
  • • Monitoring & tracking the “double bottom line”
2. Real Estate
  • • Investing in private real estate projects, a most common strategy for private investors
  • • Suitable types of projects & pathways
  • • Partners & syndicates
3. Co-Investing
  • • Working with partners in deals
  • • Managing & structuring co-investment vehicles
  • • Investing along side funds

Innovators in Family Office Awards

This year’s event will conclude with the inaugural Top Innovators in Family Office Awards, honorees of which will be announced and recognized onsite during the event. And, as always, attendees will receive a copy of the Bonaventure Equity Annual Direct Investing Yearbook, which includes in-depth analysis and findings from the year in deals, and report research and data from our proprietary annual direct investing survey.

BVE Rainmakers Club: 2017

In addition to our esteemed lineup of panels, guests will enjoy interactive displays engaging networking and experiences from our partners in the Rainmakers Club exhibit hall. Would you like to be a featured partner? Click here to learn more about presenting at the Rainmakers Forum. Register for this year’s event as a Charter Rainmakers Club 2017 Cohort Member here.

Direct Investing Workshop

Targeted to emerging leaders in the direct investing marketplace, registrants can expect an intensive exploration of the “Art and Science” of direct investing from the perspectives of practitioners and seasoned industry experts. Developed from the perspectives of a private investors, the program is designed as hands on and actionable tailored for individuals who are assisting family offices deploy capital, or deploying capital directly as part of the investment committee or investment decision maker. Register now as space is limited for this unique workshop.

Keynote Speakers

Johnathan Robertson

Johnathan Robertson is the President and Managing Director of TG Capital and a Director for the United States Olympic and Paralympic Foundation. Prior to joining TG in 1999, Johnathan was a consultant with McKinsey & Company. Johnathan received his graduate degree from Harvard Law School and his undergraduate degree from the University of North Carolina where he played football, was named to the USA Today All-Academic Team, and was North Carolina’s Rhodes Scholar selection. Johnathan is a Director for the I Have A Dream Foundation and serves on the Florida Panthers Ownership Advisory Group. Johnathan's wife, Shannon, is a graduate of Stanford University and Harvard Business School. With the goal of supporting leadership development and student innovation, Shannon and Johnathan established the Robertson Entrepreneurship and Innovation Fund at Harvard Business School, the Robertson Family Fund for Entrepreneurial Education at Harvard Law School, the Robertson Harvard School of Engineering and Applied Sciences Dean’s Innovation Fund, and the Robertson Fund for Student Innovation at UNC. Johnathan serves on the Harvard Schools Committee and this coming spring will co-teach a Private Equity module at Harvard Law School.

Confirmed Speakers

Joseph P. Chase


Lauren Cohen

e-Council, Inc.

Jim Poole

Solace Lifesciences
President & CEO

G. Putnam Kling

Enhance Advisors, LLC.
President & Co-Founder

Michael Wachs

Linden Lane Capital Partners

Michael Swackhamer

Bonaventure Equity
Senior Advisor

Jennifer Berkowitz

R&J Advisory Group, Inc.
Managing Director

Matt Williams


Greg Shugar

Tie Bar, Thread Experiment

Noah B. Rosenfarb

Freedom adVentures

Bill Kehoe

Mile 13

Brett Finkelstein

Phyto Partners LP
Managing Director

Cesar Quintero

Fit2go, The Profit Recipe

Richard Wheelahan

Capitala Group
CCO, General Counsel

Scott Lawlor

Waypoint Residential
Founder, CEO

Gary Colbert


Blaire Martin

Florida Angel Nexus

Alexander Golding

Helped Hope LLC
CEO, Founding Director

Morgan Downey

Steven Bettinger

Swift Lending

Hisham Elhaddad

HOF Capital
Co-founder & Managing Partner

Jacob Bernstein


Dan Moore

Coastal Group
Principle, Founder

Event Pricing

Type Description Price Action
Conference Admission Get more than 25% of admission price with early bird registration. Early bird pricing ends October 10th 2017. $550 Get This Ticket
Rainmakers Club Membership - One Year Get exclusive content, FREE admission to BVE Annual Direct Investing Conferences, VIP networking reception and discount pricing at future BVE events. $1,250 Get This Ticket
Event Workshop Pass Join our hands on direct investing bootcamp for emerging leaders and dealmakers. Workshop pass includes FREE event admission and a 1 year membership to the BVE Rainmakers Club. $2,500 SOLD OUT