About Us

Our About Us

"Ivy Family Office Network (IVYFON) has been the leading peer to peer family office network since 2005. More than 35,000 investors, family offices and asset allocators have attended our events since."

Overview

Ivy Family Office Network (IVYFON) has been the leading peer to peer family office network since 2005 and is the successor to a large direct private equity group started by the founders in 2001. More than 30,000 investors, family offices and asset allocators have attended our events. We have run Family Office forums in more than 25 cities and operate on a continual basis in 20 of them.

We have had many of the leading speakers in the world representing some of the top 10 North American family offices, the majority of the largest investment advisory and consulting firms in the world and some of the largest institutional investors in the world. With more than 3,500 past speakers, we prefer to have a contest of ideas pitting investment themes against each other via panels rather than individual presentations. We seldom have individual presentations without highly critical participation as lack of transparency in presentations and meetings led to many of the pre-2008 investment problems suffered by family offices and institutional investors

Our plethora of event types and a lightning fast initiative allow us to provide hyper local family office forums that restrict attendance by vendors, preserve family office privacy and provide up-to-the minute information on investment themes for attendees.

With a web of relationships developed over more than 15 years, we have included many of the leading local family office and high net worth groups in the country in our different city events. Likewise in each city we include the leading institutional investors.

With leading domestic and international subject matter experts from around the world our many family office attendees have benefitted through multiple business cycles ranging from the great leveraged beta period prior to 2008 to the bailout period to the post real estate bounce-back period that we are in now.

At each turn of the cycle we have had speakers arguing the merits of investment strategies for yield or returns and at times signaling a sea-change in investor perspective. Meanwhile, several fiduciaries who have presented at our events have focused on best strategies and ways to replicate formerly hedged or alternative strategies using an assortment of newly available tools and emerging best practices.