About

For 15 years Institutional Investor has brought together the nation's leading family offices for three days of learning, debate and networking. Sponsors will join senior family office and investment executives from approximately 50-70 family offices/family members/HNW individuals with liquid assets typically over $100 million. The ratio of family offices to providers at our most recent meeting was 4.1 to 1.0.

 

Audience Geographic Distribution

Interested in Participating?
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Submit your details below to be contacted directly by a member of our Sales team.

 

2018 Event Demographics
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For more information on the composition of our audience and the networking opportunities that are available, please complete our request form and a member of our team will contact you. 

 

Lead Sponsor Benefits
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Speaking: (at the discretion of our Program Director) from the following three (3) options:

  • Right to invite an outside expert speaker (e.g. academia, think-tank, etc.). Sponsor will introduce the speaker and be noted as the sponsor o fthe session (full audience for 30-minutes, including Q&A).
     
  • One seat on a panel discussion (full audience for 45-minutes, including Q&A) – either panel moderator or panelist.
     
  • Lead 30-minute breakout workshop which is concurrent with 2-3 other sessions. The workshop will have a partial audience of family office representatives who will self-select the session and allow for greater interaction with family offices for deep discussion and debate on your specific topic.

Exclusivity and Access: Three (3) members of each sponsor’s senior management team may be present at any one time (including the speaker).

Wish List: Sponsors will receive weekly updates on registered attendees and may provide a “qualified” wish list of attendees who they wish us to invite in addition to Institutional Investor’s proprietary invitation list. Please note that delegate contact details are not shared in advance of or after the conference due to the sensitive and private nature of the attendees.

Preferred Meal Seating: Sponsors have the opportunity to select delegates to sit next to during two seated meals in order to build and develop relationships with key prospects. Lead sponsors will receive priority consideration for assigned lunch and dinner seating.

And much more. 

Venue


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Montage Laguna Beach

30801 Coast Hwy
Laguna Beach, CA 92651

 

Interested in Participating?
________

Submit your details below to be contacted directly by a member of our Sales team.