Invitation June 11th Online Virtual Family Office and Institutional Investor Luncheon

The Ivy Family Office Network (IVYFON) has assembled a group of subject matter experts on healthcare and investing in downturns for an online family office and institutional investor luncheon on June 11th from 12 noon eastern time to 2:00 p.m eastern time. There is no fee to participate. We are limiting participation to 200 people and have more than 60 people are registered after a day of registration availability.

Ken Frier of SECOR Asset Management, Roger Coleman of Coleman Group Partners (family office) and Casey Gard of Gard Family Office will be headlining and discussing the way forward for family offices for 2020 and beyond.

Ken Frier, CFA, has over 30 years of experience as an institutional investor, having been Chief Investment Officer of The Walt Disney Company, Hewlett-Packard Company, Stanford Management Company and the UAW Retiree Medical Benefits Trust. Ken graduated with honors in Mathematical Science from the University of North Carolina, Chapel Hill and has an MBA from the Stanford Graduate School of Business, where he was an Arjay Miller scholar. He is a partner at SECOR Asset Management.

Roger Coleman is co-founder, President, and Chief Strategy Officer of Disaster Technologies Incorporated. Roger is also the CEO of Coleman Group Partners, LLC, where he leads deal sourcing and evaluation of mid-to-late stage private equity investment opportunities and facilitates comprehensive industry and company market analyses, as well as valuations, to determine a return on investment (ROI) and potential risks.

Prior to his current role as CEO, Roger was a managing director for Morgan Stanley (1989-2016), and was just recently (October 2019) elected into the prestigious Barron’s Hall of Fame, which exemplifies Roger’s business acumen and the highest ethical standards.