IVYFON ABOUT

 

Providing Value To Family Offices, Institutional Investors, Deal Sponsors and Fund Sponsors

"Since the early 2000s, the Ivy Family Office Network (IVYFON) has established itself as the foremost peer-to-peer network for family offices. Attracting over 50,000 investors, family offices, and asset allocators, IVYFON and its predecessor events have become a pivotal hub for industry leaders and decision-makers."

Overview

Established in 2001 by our visionary founders, we have evolved from a prominent direct private equity group into a leader in hosting Family Office forums. Our expertise spans across more than 35 cities, with ongoing active operations in several key locations.

Our forums have become a nexus for thought leadership, featuring over 5,000 esteemed speakers to date. These experts represent the upper echelons of North America's top family offices, leading global investment advisory and consulting firms, and some of the world's most substantial institutional investors. We pride ourselves on fostering dynamic discussions, where contrasting investment approaches are debated through panel discussions. Our forums also feature individual presentations that encourage critical and engaging participation.

We specialize in creating exclusive, hyper-local family office forums. These events are meticulously crafted to maintain privacy for family offices, limit vendor attendance, and provide attendees with the latest insights into investment trends. Our rapid-response initiatives ensure that each forum is tailored to the specific needs and interests of the local community.

Over two decades, we've built an extensive network of relationships with prominent local family offices and high-net-worth groups. This network has been instrumental in curating events that include leading institutional investors in each city. Our forums have also been graced by renowned domestic and international subject matter experts.

Our attendees have navigated various economic cycles with insights gained from our events – from the pre-2008 leveraged beta period to the post-recession recovery, and through the complexities of the COVID era's low interest rates. At every economic turn, our speakers have provided valuable perspectives on investment strategies, yield optimization, and adapting to shifts in investor sentiment. Moreover, we have featured fiduciaries who share cutting-edge strategies and tools, highlighting emerging best practices in today's dynamic investment landscape.

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.

IVYFON stands as the premier destination for elite talent, offering a platform to showcase investment opportunities that extend beyond the initial funding stages. Simultaneously, it serves as a crucial connector to institutional investors, who rely on IVYFON's expertise in navigating post-family-office investment strategies. This dual role underscores IVYFON's pivotal position in bridging emerging opportunities with seasoned investors.

Join us as we continue to lead, innovate, and provide unparalleled opportunities for learning and collaboration in the ever-evolving world of family office investments.

We Engage Family Office and Institutional Investors

FUND AND DEAL SPONSORS

Share information about their broad outlook while providing narrow and specific insight into their core subject matter expertise and focus

MORE ABOUT OUR FUND AND DEAL SPONSORS

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VIDEO RESOURCES

IVYFON - Crypto and Blockchain in 2021 - Silicon Valley, CA

IVYFON - Venture Capital in 2021

IVYFON - Real Estate in 2021 - Boston, MA