YaleFin, the shared interest group for Yale alumni in finance, banking, the markets, and investing, cordially invites you to the first in a two-part series of in-person panel discussions on family offices. These private wealth management vehicles manage investments and assets for high-net-worth individuals, and they carry unique advantages and challenges with respect to customization, flexibility, and privacy. Join us for an evening of refreshments and heavy hors d’oeuvres as we delve into this rapidly growing niche.
Speaker Lineup
- David Teten ’93 (moderator) – Managing Partner, Versatile VC
- Nate Reichard – Founder and Managing Director, Reichard Capital
- Mike Ryan ’89 – Co-founder and CEO, Bullet Point Network
- Mark Tepsich, Executive Director and Family Office Advisory Specialist, UBS
