Exotic, Endangered, or Extinct: Private Equity Inside Family Offices

NAPLES, Fla. — The Florida Venture Forum will host leaders from the top family offices in Southwest Florida at a community event on Dec. 5 in Naples to discuss investing in private equity.

The panel discussion titled “Exotic, Endangered, or Extinct: Private Equity Inside Family Offices” will take place from 5 p.m. to 7 p.m. on Dec. 5 at the Conservancy of Southwest Florida’s Eaton Conservation Hall, 1495 Smith Preserve Way, Naples, FL, 34102. Cost is $55 per person and all proceeds will benefit the Conservancy of Southwest Florida. Register online at https://form.jotform.com/232307040164140.

Moderated by Timothy Cartwright, partner and co-founder of Fifth Avenue Family Office and chairman of Tamiami Angel Funds, panelists will include: Leslie Frecon, managing partner of LFE Capital; Clayton Jones, executive vice president of corporate development with Hoffmann Family of Companies; Richard Molloy, founder and managing partner of Florida Gulfshore Capital; and Jonathan Evans, family office CIO.

The panelists will share their insights on the importance of private equity investing, their approach to this asset class and why they are good co-investors and limited partners. Light bites and spirits will be served during the networking reception.

The event is co-hosted by Fifth Avenue Family Office, Florida Venture Education Foundation, LFE Capital and Tamiami Angel Funds. Sponsors include Quarles, EisnerAmper, Stifel, FineMark National Bank & Trust, Harbor View Investment Banking, Gulfshore Insurance, and Holland & Knight.

About Fifth Avenue Family Office

Founded in Naples, Fla., in 2006, Fifth Avenue Family Office assists high-net-worth families with the complexities of their financial and personal lives in a highly collaborative and confidential setting. The firm is the administrator of the Tamiami Angel Funds, four member-managed funds that allow high-net-worth individuals and families to invest in promising early-stage and expansion-stage companies located in the U.S., with a preference for those in the state of Florida. For more information visit www.fifthavenuefamily.com.

About Tamiami Angel Funds

Tamiami Angel Fund I, Tamiami Angel Fund II, Tamiami Angel Fund III, Tamiami Angel Fund IV, and Tamiami Angel Fund V are member-managed funds that allow high-net-worth individuals and families to invest in promising early stage and expansion-stage companies located in the U.S., with a preference to those in the state of Florida.  Fifth Avenue Family Office, the administrator of the angel funds, caters their multi-family office services to high-net-worth entrepreneurs and their families.  The funds are members of the Angel Capital Association and the Florida Venture Forum. For more information, visit www.tamiamiangels.com.

About the Florida Venture Forum 

The Florida Venture Forum is Florida’s largest statewide support organization for investors and entrepreneurs, helping fast-growth companies connect with sources of capital from across the country. Since 1984, more than 1500 companies have presented at Forum events and have gone on to raise upwards of $16B in equity capital, producing billions more in economic value to Florida. The Forum’s 250+ members represent a “who’s who” of venture capital and private equity dealmakers, including equity and debt investors at all stages, as well as major law, accounting, and investment banking firms, and large corporates active in the innovation ecosystem. The Forum provides programs and programming statewide throughout the year in addition to hosting major annual conferences like the Florida Venture Capital Conference, the Statewide Collegiate Startup Competition, the Early Stage Capital Conference, and industry-focused events including aerospace and healthcare. For more information, visit: http://www.flventure.org.

About LFE Capital

LFE Capital is a private equity fund based in Naples with a 22 year track record providing expansion capital to emerging health and wellness businesses. With a special focus on businesses with female ownership and management,  LFE Capital works closely with management teams to help them scale their operations and achieve successful liquidity events