Author: David Teten

6/20, NYC: Cybersecurity Briefing for Family Offices

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Single and multi-Family offices are unique entities with distinct cybersecurity needs and problems. They face numerous issues, from complying with legal obligations and having the right technical tools to protect the business, to physically protecting the family and hiring trustworthy third parties.

In addition, there has been a tsunami of new and broad cybersecurity and privacy regulation in both the US and around the world, which have started to impact family offices in new ways. This shift requires a more professional approach to cybersecurity. This, combined with the growing array of cyber and physical threats, particularly targeting affluent individuals, makes all forms of security a top priority. 

We have gathered a team of experts who will address the following questions in our 90 min briefing:  

  • What are the key regulatory issues affecting family offices, and how can I ensure compliance?
  • What are the cyber and physical security basics to secure the office and the family? 
  • What are the components of a comprehensive security framework that addresses the administrative, technical, and physical security concerns?
  • What are best practices for setting up or updating technical security controls for the family office?

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6/20 Virtual: Fund of Funds/Family Office VC Conference

Please join me and 500+ GPs, LPs, Family Offices, and other VC/PE stakeholders at the Venture Studios Fund of Funds/Family Office Virtual Conference on June 20th, noon EST.  Among the speakers are leaders from major GP seeders/fund of funds (Taurus, Top Tier Capital Partners, MESA Lane Capital, Coolwater Capital) and VCs (Foundry, Science). I’ll be speaking on “Eating Their Own Dogfood: How VC Investors are Using AI, Technology & Analytics as a Competitive Weapon” . You can see the other speakers & topics here.

You can do it for free, or you can buy a PRO ticket to access the whole attendee list + get recordings from 3 parallel sessions, + be featured on the attendee list. Here is the promo code for a 10% discount for the first 10 tickets: DAVIDTETEN

Register for free.

6/4, NYC: Family Wealth Report Family Office Cybersecurity & AI Summit 2024

We’ll be discussing best practice uses of Cybersecurity and Artificial Intelligence (AI) by family offices and wealth managers at the June 4 Family Wealth Report Family Office Cybersecurity & AI Summit. Among the topics we’ll discuss:

Archimedes’ Lever — AI and The Age of Infinite Leverage

The Intersection of Cyber Security and Physical Security

Hacking People – Cybersecurity, Reputations, and AI

Human Vulnerabilities: (Not so) Deep Dive into Social Engineering Attacks

Unleashing the power of AI: Navigating the benefits, challenges, cyber and privacy risks

A Privacy Plan for Your Family OfficeWhy AI Will Not Eliminate The Traditional Advisor

The AI Revolution – AI as a Game Changer for Family Offices

What can we learn from highly mature cybersecurity programs?

From Risk to Resilience: Strategies for Cybersecurity in Family Offices

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5/23, NYC: Global Family Office Governance and Technology Summit

I hope you’ll join us 5/23 in NYC at the Global Family Office Governance and Technology Summit. 

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Speakers include:  Linda Isabel Rincón, Director of Experiences, The ImPact; David Friedman, Partner, Forbes Banister International; Tara Thompson Popernik, CFA, CFP, Senior National Director and Head of Ultra High Net Worth Strategy, Bernstein Private Wealth Management; George Burciaga, Managing Partner, The U.S. Roundtable and Elevate Cities; Christopher Hetner, Former SEC Chair Senior Cybersecurity Advisor; David Livingstone, Managing Director, Barclays; David Teten, Venture Partner, Coolwater Capital; Kevin J. Ernst, CIO, Canadian Family Office; Marco Antonio Soriano Von Hemmersdorff IV, CEO, Soriano Group and Family Office; Abe Minkara, Founding Partner, Legacy Knight Multi-Family Office and Board Member, Springboard Enterprises; LaMar Wright, Director of Partnerships, McBride Family Office; Margaret Butler, Partner and Co-leader of Financial Services Team, BakerHostetler.

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5/22, NYC: AI x Wall Street Night

​This is an exclusive event for finance professionals who want to stay ahead of the curve.

​ Experience Hands-On Innovation: Discover how traditional Wall Street firms are adapting to technological transformations with cutting-edge applications. This event goes beyond traditional panel discussions, focusing on real-time demonstrations of what’s achievable today with AI in finance:

  • ​The first AI-Powered Financial Terminal: Watch how efficient analysts can perform research in 2024 using generative AI
  • ​The platform to use AI from enterprise data: Understand how financial institutions can build AI workflows on top of their proprietary datasets

AGENDA:

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We need your help to study the best tools for investors in private markets!

We’re partnering with Synaptic to build a detailed market map of the most popular and effective tools for investors and lenders in private markets across the entire investment lifecycle: thesis formation, origination, due diligence, fundraising, portfolio monitoring, capital deployment to fund management, marketing, accounting, etc.

Would you be interested in participating in a 30-minute interview with Synaptic about the tools you are using in your firm?  All participants will receive exclusive access to the full research. The first 100 participants will be entered in a raffle for a chance to win a $100 Amazon gift card!

Express your interest here>

5/10, NYC: AccessAlts Institutional Investor Conference

Please join me in welcoming 50 influential family offices, strategics and institutional investors, to the Access Alts Meet on Friday, May 10 at 601 Lexington Ave. Pre-Meet drinks at the same Venue on Thursday, 9th May, from 4 – 6 pm . This is one of the most tightly curated investment conferences.

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Keynote speakers include:

  • Ajit Singh, Chief Investment Officer of Houston Firefighters’ Relief and Retirement Fund ($5b AUM), a pioneer in Asia Investing who is introducing family office-style nimble portfolio management at a pension
  • David Back, the co-founder of Zoomcar (Nasdaq IPO), who built India’s first self-driving car rental company
  • Derek Bills, CIO of IMF Pension
  • Jun Tsusaka, the force behind Japanese investment firm NSSK, who is rewriting family business exits in Japan. The NSSK Group currently has sales of approximately JPY300 billion and more than 20,000 employees.
  • Drew Perkins, serial Silicon Valley entrepreneur (previous exits as founder via IPO and sales to Qwest Communications & Ciena), launching his new AI semiconductor ventures Eridu Corporation


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Check out the current NYC Program & Participants List Here

About Access Alts Asia

Access Alts Asia is an Asia-centric investment club with over 350 members and friends globally, channelizing smart capital into transformational ideas. The club invests via Pre-IPOs, direct deals, co-invests, hedge funds, VC funds and Private Equity funds. Members include some of the largest family offices, institutional investors and strategic investors.

Annual Membership: USD30,000. Qualified members who have never attended before can attend 1 event at no charge.

5/9, NYC: Worth Groundbreaking Women Summit 2024

Explore the intersection of wealth, leadership, and impact at the Groundbreaking Women Summit 2024 in NYC on May 9, 2024, at SAP New York, 10 Hudson Yards 51st Floor, Manhattan, NY 10001. Join industry leaders, entrepreneurs, and change-makers for a dynamic day of empowering conversations designed to accelerate equity in business and leadership. Confirmed speakers include:

  • Rachel Slaybaugh, Partner, DCVC
  • Natalya Leahy, President, Seabourn
  • Jennifer Weiss-Wolf, Executive Director, Birnbaum Women’s Leadership Center at NYU Law
  • Kenna Baudin, Partner, Head of Private Equity, Egon Zehnder

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To nominate a speaker, fill out this form.

The Groundbreaking Women Summit’s agenda is still being finalized, but the topics discussed will include:

  • Decoding Wall Street: Women-Led Funds Disrupting the Status Quo
  • Angel Investing with Impact: Funding Female-Founded Ventures
  • Beyond the Pink Tax: Strategies for Women to Take Charge of Their Wealth
  • Investing in the Next Generation: Family Funds and Legacy Planning
  • The Art of the Pivot: Reinventing Your Career on Your Terms
  • The Power of Mentorship 
  • Unleashing Your Inner Negotiator: Winning Strategies for the Boardroom and Beyond
  • AI + Women: Harnessing Technology to Reshape Industries
  • Disrupting Healthcare: Innovations that improve Women’s Health
  • The Future of Sustainability: Driving Green Solutions
  • The Currency of Connection: How Female Connection Fuels Business Success 
  • Travel With Purpose: Transforming Travel Through Ethical and Mindful Experiences
  • Modern Philanthropy: Investing in Women-Led Initiatives
  • Timeless Investment: Building Enduring Legacies
  • Beyond the Vines: Women Who Are Transforming the World of Wine