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FAMILY OFFICE PANEL

INTERNATIONAL

  • 2:00 PM - 3:30 PM EDT

CALLING HIGH-GROWTH FEMALE-LED STARTUPS TO PITCH

If you're a high-growth startup, we would like to invite you to pitch at our Family Office Panel.

(Application Deadline - May 23)

CONNECTING FAMILY OFFICES, VCs, AND FEMALE-LED STARTUPS

An esteemed panel of leading family offices will discuss their investment strategy for female founders, portfolio management, and the need to focus on underrepresented communities in the startup ecosystem. We will see pitches from four premier female-led 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 EDT

PAST PANELISTS

Amanda
AMANDA HENDY
MANAGING PARTNER
LinkedIn

Amanda Hendy is Chief Partnership Officer of the Steyn Group, a global single-family office platform specializing in private market investments. She is also the Co-Founder and Managing Director of Tune House Capital, the U.S. venture arm of the Steyn Group. As the Managing Director of Tune House, Amanda seeks out and supports those founders who endeavour to move the world forward, who care deeply about all people and our collective future, and who are driven by a profound sense of purpose to turn big ideas into businesses that matter. Amanda has led investments in Enovix, Gro Intelligence, Carbon Direct, Insightec, maude, Toucan, Brella, UOMA, and Saie Beauty, among others. Amanda serves on the Board of Directors of several portfolio companies and as an advisor to others.

Amanda is a member of the Milken Institute’s Young Leaders Circle, a founding member of Chief LA, and on the Support Council of the Los Angeles based Rape Foundation. She began her career as a corporate lawyer at Weil, Gotshal & Manges LLP and at Gibson, Dunn, & Crutcher LLP. She holds a B.A. from Indiana University and a J.D. from Fordham Law School.

STEPHANIE BRUCKNER
STEPHANIE BRUCKNER
PRINCIPAL
LinkedIn

Stephanie Bruckner established Archilo to facilitate her work with a select number of family offices and institutions. Her differentiated process combines the experience of an allocator with buy- and sell-side perspective from the Street and relies upon a risk-oriented quantitative framework to inform decision making. Stephanie advises on asset allocation, manager selection and diligence, direct investments and trading, counterparty alignment, and family office structure. Having worked her entire career in finance, Stephanie jumps at any chance where she can help women in the industry. Before entering the Family Office landscape in 2014, Stephanie was a trader within Citadel Global Equities, an FX Sales Trader at Barclays Capital, and began her career as an investment banker at RBS. She earned her BS from Georgetown University School of Foreign Service and an MBA from the University of Chicago Booth School of Business.

DAPHNE DICKSON
COO
LinkedIn

Daphne J. Dickson is COO of SFG Asset Advisors. In her current role, she oversees the legal, compliance, operations and governance of the family office and associated entities. Ms. Dickson is a member of the investment committee for private equity and hedge fund evaluation. From 1995 to 2006, Ms. Dickson worked in public relations and marketing, which included running the launch of over 40 consumer-facing technology companies and major product introductions. She holds a B.A. in Communications from The University of Virginia, and is a member of 100 Women in Finance (100WF), Institute for Limited Partners (ILPA) and PEWIN.

BRIDGET KILROY
CEO & FOUNDER
LinkedIn

Bridget is a second-generation family office professional. She has spent her career serving the family office ecosystem globally. Her experience includes working with them from an investment opportunity level to back-office solutions, and on the governance side with both family businesses and family offices. Bridget’s greatest strength is her passion for learning about what a company’s or family’s needs are in order to develop a strategy around it so that she could effectively help a particular family or business. She has cultivated deep connections within the family office, corporate company, and the institutional space so that she can facilitate introductions between everyone in order to elevate their personal or business needs.

Through her industry-wide happy hours she is able to curate a safe space for everyone that participates in order to create a cross pollination of ideas, personalities, and opportunities between a broad combination of families, industries, and cultures. This led to Bridget founding the NextGen Leaders Network in the fall of 2014. Bridget has successfully grown networks of next generation family members, political leaders, and other successful leaders in 5 cities. Bridget has a proactive mentality, a take-charge personality, and a contagious smile that gets along with a variety of people. Bridget is also a member of the Milken Young Leaders Circle, Los Angeles Chapter.

CHRISTA CLARK
PARTNER
LinkedIn
(PANEL MODERATOR)

Christa is the national leader for RSM’s Investment Fund tax practice. She also serves as the national leader for the firm’s Investment Fund Executive tax practice. Her roles focus on tax structuring, consulting and planning for investment funds as well as their owners.

With 16 years of diversified taxation and accounting experience and a strong focus on the Financial Services industry, Christa services entities in almost every legal form, with extensive knowledge in partnership taxation. She utilizes her partnership and individual taxation expertise to service her practice, which focuses on private equity funds, hedge funds, family offices, high-net-worth individuals, trusts and estates, and closely held businesses.

Christa also serves as RSM’s northeast regional leader for all Culture, Diversity and Inclusion efforts and is a board member for the region’s employee network group focusing on retaining and advancing female leaders.

PAST STARTUP PRESENTERS

Tricia Glick
TRICIA GLICK

FOUNDER & CEO

Tricia Glick
WEI HUNTER

FOUNDER & CEO

Tricia Glick
JENNIFER ROHLEDER

CHIEF PRODUCT OFFICER & GENERAL COUNSEL

Tricia Glick
JEN EDMON

FOUNDER & CEO

PAST EVENT PARTNER