San Diego, CA – October 5, 2016- Objective Capital Partners, a leading M&A investment banking firm focused on transactions for companies with enterprise values up to $500 million, is pleased to announce that David H. Crean, Ph.D., one of its Managing Directors, has been invited to serve as moderator for a seminar on Healthcare Investments as part of a full-day discussion on Family Office Trends. The event is hosted by Ivy Family Office Network (IvyFON) and will be held on Thursday, October 20th at the offices of Morrison Foerster, 12531 High Bluff Drive, San Diego, CA 92130. A reception will immediately follow the event.
The event is oriented towards persons in the Family Office industry working primarily for single-family offices, Ultra High Net Worth Individuals as well as multi-family offices. The event will spend a day reviewing trends in family offices with leading experts on the subject matter. There will be an afternoon focus on impact investing. This event is for people who presently run or are considering launching a Family Office. The discussion on Healthcare will include guest panelist speakers, Terry Moore, Chairman of the VC Roundtable, Lada Rasochova, Ph.D.,MBA, CEO, Dermala Inc., and Managing Director of Rady Venture Fund and Dan Gatti, Managing Partner of Innovative Capital Ventures. Attendees will walk away with a greater understanding of issues and current trends facing family offices and a road map to today’s investing in the healthcare industry.
Dr. Crean leads Objective Capital’s life science investment banking transactions. He has in excess of 20 years of life sciences R&D and corporate development transactional experience in the pharmaceutical industry where he was responsible for leading mergers, acquisitions, licensing and collaborations, and establishing corporate strategy. Dr. Crean’s transaction experience includes sell-side, buy-side, licensing and capital raising activities with corporate venture, family offices and institutional investors such as private equity and venture capital firms. He holds FINRA Series 79 and Series 63 licenses and is a Registered Representative of BA Securities LLC, Member FINRA SIPC.
More information on the event and the agenda can be found at http://ivyfon.com/oct20agenda.html.
About Family Office Trends Forum
Registration is available online (note that pre-registration is required as they will not accept day-of registrations). They plan to limit the audience to about 70-80 people so it will be an intimate setting, both to gain insight as well as to network with other family offices. The rates are: single-family offices, $100; multi-family offices, $400; and outside advisors, $900 (note that there are less than a handful of seats remaining for members of this third group). Several family offices are registered already. The event runs from 9:00 a.m. to 4:30 p.m. with breakfast, lunch and a reception. Attendance is limited to people from SFOs, Multi-Family Offices (MFOs) and a select group of family office related businesses. Single Family Offices and Ultra High Net Worths can register at http://ivyfon.com/oct20registersfo.html. Multi Family Offices and Open Architecture RIAs can register at http://ivyfon.com/oct20registermfo.html. All Others can register at http://ivyfon.com/oct20registernfo.html.
About Ivy Family Office Network (IvyFON)
IvyFON (TM) is the preeminent peer-to-peer network for institutional investors, family offices, family businesses, and funds. Several hundred family offices and institutional investors globally participate in one of the country’s oldest and largest continuous networks of investment professionals. Their events are undiluted and highly restrictive in participation with the best in the industry ratios of buy-side to sell-side participants. Additional information on IvyFON is available at http://ivyfon.com/
About Objective Capital Partners, LLC
Objective Capital Partners is a leading M&A investment banking firm whose Principals have collectively engaged in more than 500 successful transactions serving the transaction needs of growth stage and mid-size companies. The executive team has a unique combination of investment banking, private equity, and business ownership experience that enables Objective Capital Partners to provide large enterprise caliber investment banking services to companies with annual revenues up to $500 million. Services include sale transactions, equity and debt capital raises and comprehensive advisory services. The firm uses a proprietary process to work to achieve maximum company valuation, premium pricing, and high client satisfaction rates post-sale. The firm’s industry expertise includes: life sciences, business services, software and hardware technology, aerospace/defense, IT services, healthcare services, energy services, biotech, consumer products and specialized manufacturing. Securities and investment banking services are offered through BA Securities, LLC Member FINRA, SIPC. David H. Crean is a Registered Representative of BA Securities. Objective Capital Partners and BA Securities are separate and unaffiliated entities. Additional information on Objective Capital Partners is available at https://objectivecp.com.
Objective Capital Partners:
David H. Crean, Ph.D.