You are using an outdated browser. For a faster, safer browsing experience, upgrade for free today.

FAMILY OFFICE PANEL

VENTURE INVESTMENT IN THE TECH SECTOR

  • 2:00 PM - 3:30 PM ET

CONNECTING FAMILY OFFICE INVESTORS, VCs & STARTUPS

Join us for an engaging panel discussion headlined by top-tier family office investors as they discuss their investment strategy and break into portfolio management, family office fundraising and more. After the panel, we will see pitches from a few of our premier high-growth tech startups. The attendees will have an opportunity to connect with each other post the event on a double opt-in basis.

  • DATE

  • TIME

    2:00 PM - 3:30 PM ET

About us
About us

PANELISTS

FRANCISCO SACASA
PRESIDENT & CEO

Bee Cave Capital

LinkedIn

Cisco serves as Operating Partner at Bee Cave Capital, where he works with portfolio companies, helping them scale. His areas of expertise include software as a service (SaaS), consumer packaged goods (CPG), financial services, e-commerce, and technology.

Prior to joining Bee Cave Capital, Cisco was the CFO for various Austin-area start-ups, including Beanitos and Buzz Points. Cisco strengths includes a focus on operational excellence, including optimizing the sales and marketing functions and establishing world-class customer service centers. Previously, Cisco held leadership roles at Dell, Inc, including being instrumental in launching Dell’s software business unit. Prior to Dell, Cisco held worked in financial and operational roles at Diageo, Deloitte & Touche, and Assurant Solutions.

Cisco is a licensed Certified Public Accountant and is a member of the CFO Leadership Council. Cisco lives in Austin, TX with his wife, three children, and two golden retrievers. In his spare time, Cisco likes to run on Austin’s beautiful trails.

KATHERINE HILL RITCHIE
SENIOR DIRECTOR
LinkedIn

MBA with 19 years of global family office & investments experience. Worked for 8 Single Family Offices, 4 Billionaires. Investment sourcing & due diligence of global investment strategies including: venture capital, private equity, hedge funds, impact, edtech, fintech, consumer products, med devices. Relationship builder. Speaker & content provider for family office events, investment seminars and University lectures. Angel/Early stage investor & Advisor.

BOARD/COMMITTEES: ACG Head- Family Office Committee, Board of ACG NY, Co-Chair of Advisory Board - The Guild, All Special Kids, Fordham MBA Overseers Board, Due Diligence & Fundraiser for charities: 100 Women in Finance, Lighthouse, TriState Capital Family Office Board.

MATT OGUZ
FOUNDING GENERAL PARTNER
LinkedIn

Matt Oguz is Chief Investment Officer at the IRIS Family Office, which invests in multiple asset classes and takes direct positions. The family office deploys a quantitative investment strategy, typically prefers the North American opportunities and is unconstrained in terms of stage or sector.

The family office invests in companies that work in meaningful ways, assets that persist and grow in value, and people who work hard with a positive purpose, aim to make the world a better place and are transparent, realistic and responsible.

Kevin A. Kaylakie (SineCera)
FOUNDER & CEO
LinkedIn

Kevin is the Founder & CEO of SineCera Capital, LLC, a boutique multi-family office and wealth advisory firm located in Austin, TX. He has spent the majority of his career working exclusively with high-net-worth families, family offices, and business owners. Prior to founding SineCera Capital, Kevin worked with Northern Trust, Merrill Lynch, and large Registered Investment Advisory firm in Central Texas.

He graduated from Auburn University where he earned his BSBA in International Business. He has also earned the Certified Financial Planner™ and Certified Private Wealth Advisor® designations through advanced studies at The University of Texas at Austin and The University of Chicago Booth School of Business.

WILLIAM S. PODD
PRESIDENT & EXECUTIVE DIRECTOR
LinkedIn

(PANEL MODERATOR)

William Podd is the Executive Director of Landmark Angels (a national, private angel group), President & CEO of Landmark Capital (a boutique advisory and consulting firm founded in 1993 and based in Greenwich, CT), and President of the Landmark Family Office (an investment alliance of prominent US and international Family Offices).

Prior to founding Landmark Capital, Bill completed more than $3 billion in financings as a corporate finance banker and lawyer at major law firms in NYC and at Lehman Brothers where he specialized in both municipal and corporate finance.

He also served as president of an early stage enterprise software company whose technology was developed at The Draper Laboratory at M.I.T. Bill is a frequent speaker and panelist on family office, private equity and venture capital topics.

A Phi Beta Kappa, summa cum laude graduate of The University of Notre Dame, he received his J.D. degree from the University of Virginia School of Law.

STARTUP PRESENTERS

MARGO JORDAN

FOUNDER & CEO

HANS KOCH

CEO & CHAIRMAN

THOMAS MURPHY

FOUNDER & CEO

CHRIS KOZAK

CO-FOUNDER

Bob Habian

Co-Founder & CEO & Architect

JONNY WHITE

FOUNDER & CEO

AGENDA

May 19, 2022

2:00 PM - 3:30 PM ET
2:00 PM - 2:05 PM WELCOME NOTE
2:05 PM to 2:10 PM KIWITECH INTRODUCTION
2:10 PM - 2:45 PM PANEL DISCUSSION
2:45 PM - 3:30 PM STARTUP PRESENTATIONS