Clarity & Marcus Evans Family Office Webinar 2021

Tuesday, May 25, 2021 Clarity and Marcus Evans teamed up to discuss investment manager selection with three extremely credible Family Offices.

This Family Office webinar was directed towards sponsors and other real estate professionals who syndicate or one day hope to syndicate from HNWI (High Net-Worth Individuals).

With hosting such an esteemed panelist, and having an hour of their time. We focused on best practices for selecting effective sponsors as well as equipping sponsors with the tools, answers, actions, and qualification knowledge that a Family Office would be looking for in their selection process.

We had six different topics to discuss and time enough for one Q&A question at the end. Below you will find an outline of our six discussion topics. The video is available for registrants to watch.

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Discussion Topics:

#1.  How do you and your family measure creditability and competence? What are some red flags and what positive aspects are you searching for?

#2. There is always a lot of talk about having a track record. What kind of track record are you looking for? How can you and other families quantify a track record?

#3. Do you use a DDQ? If yes, what are the high points? If no, do you have another standardized way of collecting information on the sponsor and the opportunity?

#4. What does a successful partnership with a sponsor look like to you?

#5. Among the leading question during manager selection is inquiring about: capital calls, redemption, lock-up, exit, and investor’s say on asset selection and the realignment of holdings composition. How do the sponsor’s answers affect your decision to move forward?

#6. How do ESG and Diversity play into your sponsor selections?

Q&A.