Summit 18
November 18, 2021 | 12 PM EST | 90 min.
Broadcasted on GoToWebinar with archived recording available on Cavendish IQ.
Family Office Investing and Trends in 2022
Family Office investments are evolving, in size, structure, frequency and focus. 2022 will not only usher in a new year, but a new landscape for family office investment, particularly as the world emerges from the COVID19 pandemic, markets shift and new opportunities emerge, and the family office itself continues becoming a familiar stakeholder in the capital markets.
On Thursday, November 18th at 12 PM EST, Cavendish hosted the 18th Summit of the Summit Series, welcoming back Ronald S. Diamond, Chairman and CEO of Diamond Wealth, Chicago Chair of TIGER21 and Member of the Advisory Board of the Stanford Family Office Initiative. Mr. Diamond provided a timely update on the family office landscape, emerging trends and opportunities in 2022, and useful industry insights to consider.
Chairman and CEO, Diamond Wealth; Chicago Chair, TIGER 21; and Member of the Advisory Board, Stanford Family Office Initiative
Mr. Diamond is a Member of the Advisory Board of the Stanford Family Office Initiative and served as former Chairman of the Advisory Board at Stanford University for the Disruptive Technology and Digital Cities Program. In addition, Mr. Diamond guest lectures at Stanford’s Graduate Business School, Graduate Engineering School, and the Entrepreneur program. He serves on the Advisory Board of 10 privately held companies and acts as Chairman for 4 of them. Mr. Diamond is also the Chair of two TIGER 21 chapters in Chicago.
A frequent speaker at Family Office and Alternative Investment Conferences, Mr. Diamond has spoken at over 100 conferences across the globe. Mr. Diamond is also the Founder of Family Office World — (www.familyofficeworldpodcast.com) a podcast whose mission is to educate the market about Family Offices.
Earlier in his career, Mr. Diamond founded Pinnacle Capital — a $250 million hedge fund that outperformed the S&P index 10 out of 10 years — before ultimately selling his company to an international investment firm. Previously, Mr. Diamond served as a Senior Managing Director at Bear Stearns. He began his career as an analyst at Drexel Burnham Lambert.
Deeply committed to giving back, Mr. Diamond is an active philanthropist and civic leader. He is Chairman of the Advisory Board for the World Peace Initiative launched at Stanford University. He also serves as the Chairman of the Advisory Board of JSC and currently sits on the Board at the JCC and JUF.
Mr. Diamond studied at Northwestern University, graduating Magna Cum Laude and earning his degree in Economics.
Innovation Partner Keynote Speakers
Introducing Adam Cohen, Co-Founder, President and CEO, Bellesoma
Bellesoma is transforming the field of women’s breast health through its software-guided surgical platform that is improving quality of life outcomes, not only in surgical aesthetics, but also in pioneering procedures in breast reconstructive surgery, with a direction towards women who have undergone lumpectomies and mastectomies after being diagnosed with breast cancer. Bellesoma is currently available in the market and desires to scale it’s operations to make their surgical solution available to women around the globe.
Adam Cohen, the CEO, co-founded Bellesoma after experiencing his wife’s personal journey with breast surgery. He has had a rewarding career as a serial entrepreneur. He achieved his first successful exit within 5-years from company he started immediately after receiving his undergraduate degree from the University of Illinois - Gies School of Business. From there he took an industrial supply company from $125M to $225M in sales with an equity exit followed by a successful turnaround of financial services company as President. Adam also holds an MBA from Northwestern University – Kellogg School of Management.
Adam currently lives in Chicago, IL with his wife and two teenage sons.
Introducing Paul Denslow, Chief Executive Officer, Shoreline Biome
Shoreline Biome have developed a breakthrough, patented microbiome assay, and proprietary data driven analysis platform. The technology can identify ALL of the bacteria in a sample, at the strain level – the level required for ACTION. With it being high throughput and low cost, the Microbiome can finally be unlocked for personalized patient care and precision research alike. With the technology already commercialized, and clients including NASA and an array of pharma companies, Shoreline Biome will play an exciting and central role in the Microbiome revolution.
Paul Denslow is an experienced bio-tech investor, syndicate-lead and consultant, who knows how to spot opportunities in the market place and deliver them effectively and efficiently. He is a strong believer in the power of platforms and big data to drive enhanced health outcomes. Paul joined Shoreline Biome because of the Company’s potential to do exactly this, and because of the outstanding team.
Originally from the UK, Paul has worked in Asia, Europe and the US, holding senior roles at HSBC and Standard Chartered, with over 15 years of experience in banking, including running a large and successful regional financial markets business. He is an avid sailor, with 7 Newport to Bermuda Races and a leg of an around-the-world the round yacht race (from Singapore to Cape Town) to his name. He received his BSc. from the University of Bath.
Learn more about Shoreline Biome by visiting https://shorelinebiome.com/