Aceana Group

Grateful for an Incredible Experience at SuperReturn Family Office North America! I had the honor of speaking at SuperReturn Family Office North America 2025 on "Embracing Change: Building an Agile Family Office for the Future" at The InterContinental Hotel, Miami.. The discussion highlighted: - Investment strategies for agility - Maximizing resources within family offices - Structuring for flexibility and adaptability in decision-making A special thank you to my fellow panelists: - Sam Goodman, Managing Director, Five Point Family Ventures - Armando Soto, Managing Director, Armando Soto Appreciation to the organizers and all participants for engaging in these crucial conversations. Looking forward to more insightful discussions ahead. #FamilyOffice #SFO #MFO #InvestmentStrategy #WealthManagement #PrivateWealth #Investments #PrivateEquity #VentureCapital #Networking #SuperReturn #Miami2025 #SamGoodman #ArmandoSoto #AceanaGroup

The Legacy Alliance – Florida Chapter 2025! Excited to be attending The Legacy Alliance event in Miami, Florida, on March 18th! This gathering of visionary leaders will focus on the key pillars of lasting impact: Opportunities in Florida Real Estate Impact & Philanthropy Wealth Expansion & Protection Health, Wellness & Longevity Community & Relationships I look forward to engaging in thought-provoking discussions and contributing to meaningful conversations that drive long-term value. #FamilyOffice #SFO #MFO #Investments #FinTech #Impact #Philanthropy #Charity #Health #Wellness #Longevity #WealthExpansion #EstatePlanning #OptimizingCommunity #TheLegacyAlliance #AceanaGroup #Miami

Just wrapped up an insightful two days at Private Equity International NEXUS 2025 at the Ritz-Carlton, Orlando Grande Lakes. This premier gathering of top LPs and GPs brought together some of the most influential leaders shaping the future of private equity. Key Takeaways: ?? Pain Points in LP-GP Relationships Continuous funds and NAV facilities create inorganic distributions Continuation funds are not true exits Stronger alignment is needed between LPs and GPs ?? GP-LP Wish Lists GPs want LPs to lead with courage LPs seek better communication, with clear, connected financial data across documents The event featured decision-makers from top institutional investors, including: CalPERS, CalSTRS, Alaska Permanent Fund, CPP Investments, HOOPP, MassPRIM, Manulife, New Mexico State Investment Council, NYCERS, SWIB, TRS Texas Excited for continued discussions on capital deployment, emerging opportunities, and the evolving private equity landscape. #FamilyOffice #SFO #MFO #PrivateEquity #PEINexus #Investing #CapitalAllocation #PrivateMarkets #FamilyOffice #GP #LP #InstitutionalInvestors #AceanaGroup

Opal Group Family Office Winter Forum! On March 10, 2025, I had the privilege of attending and moderating a thought-provoking panel at the Opal Group Family Office Winter Forum in New York. Our session, “The Landscape for Private Equity & Venture Capital: Structuring Deals and Seizing Opportunities,” brought together industry leaders to discuss the evolving investment landscape. I was honored to share the stage with esteemed panelists: *Kamil Homsi, Founder, GRC Investment Group-Dubai (SFO) *Sean Westley, Partner, Kelly Park Capital *Ludwig Schulze, Managing Partner, Alumni Ventures *Thomas J. Haug, CEO, Aspen Tree Together, we explored critical topics, including: -The impact of capital inflows on PE/VC returns -The role of firm size—Is bigger always better? -IPO markets & M&A trends in private equity -Opportunities beyond technology -The relevance of fund-of-funds today -Building a robust reporting infrastructure for smarter decisions -The influence of AI & robotics on valuations and investment strategies Engaging discussions like these reinforce the importance of adaptability and strategic thinking in today’s dynamic investment environment. A special thank you to Opal Group for hosting such a valuable forum #FamilyOffice #SFO #MFO #Investments #PrivateEquity #VentureCapital #Networking #Investing #AI ?#MergersAndAcquisitions #Robotics #IPO #GlobalTrends #Leadership #KamilHomsi #SeanWestley #ThomasHaug #LudwigSchulze #AceanaGroup #OpalGroup

SuperReturn Family Office North America! I’m honored to be speaking at SuperReturn Family Office North America 2025 on "Embracing Change: Building an Agile Family Office for the Future" on March 17 at The InterContinental Hotel, Miami. This discussion will explore: - What investment strategies can family offices adopt to remain agile? - How are family offices maximizing their resources? - What structures best support flexibility and adaptability, and how do they influence investment decisions? A special thanks to my fellow panelists: * Sam Goodman, Managing Director of Five Point Family Ventures * Armando Soto, Managing Director of Armando Soto Looking forward to insightful discussions with industry leaders! ? #FamilyOffice #SFO #MFO #InvestmentStrategy #WealthManagement #PrivateWealth #Investments #PrivateEquity #VentureCapital #Networking #SuperReturn #Miami2025 #SamGoodman #ArmandoSoto #AceanaGroup

Attending PEI Nexus 2025! On March 11-12, I’ll be attending Private Equity International NEXUS 2025 at the Ritz-Carlton, Orlando Grande Lakes—a premier gathering of private equity’s most influential leaders and capital allocators. This event brings together top investors and managers to discuss the forces shaping the future of private equity, with key decision-makers from some of the most impactful LPs, including: ? CalPERS ? CalSTRS ? Alaska Permanent Fund ? CPP Investments ? HOOPP (Healthcare of Ontario Pension Plan) ? MassPRIM ? Manulife ? New Mexico State Investment Council ? NYCERS (NYC Common Retirement System) ? SWIB (State of Wisconsin Investment Board) ? TRS Texas (Teacher Retirement System of Texas) Looking forward to conversations on capital deployment, emerging opportunities, and the evolving private equity landscape. #FamilyOffice #SFO #MFO #PrivateEquity #PEINexus #Investing #CapitalAllocation #PrivateMarkets #FamilyOffice #InstitutionalInvestors #AceanaGroup

It was great to attend the BlackBull LATAM Family Office & Investors Summit 2025 yesterday at the Hyatt Regency Coral Gables in Miami. This exclusive gathering provided an incredible platform to strengthen relationships and dive deep into crucial topics such as family structuring and alternative investments. A big thank you to the organizers and participants for the engaging discussions and valuable insights. #FamilyOffice #SFO #MFO #PrivateEquity #VentureCapital #PrivateInvestments #RealEstateInvestment #InvestmentStrategies #PrivateCapital #Investments #AlternativeInvestments #Networking #BlackBull #AceanaGroup

Reflecting on an Incredible Discussion at the Florida LP Summit! On March 6, 2025, I had the privilege of speaking at the Florida LP Summit at the iconic Biltmore Hotel in Coral Gables, Florida. It was an honor to share the stage with my esteemed panelists Anthony Scavo, Brady Breinholt, and Martha Leeder, where we explored: ? The Evolution of Real Estate Investments ? Private Capital Strategies for Maximizing Returns ? Key Market Trends Reshaping the Industry ? Navigating Uncertainty & Unlocking New Opportunities A huge congratulations to all the attendees and participants who made this summit a success! Engaging with such a knowledgeable and dynamic audience was truly inspiring. Looking forward to continuing these important conversations in the industry! #FamilyOffice #SFO #MFO #PrivateEquity #VentureCapital #PrivateInvestments #RealEstateInvestment #InvestmentStrategies #PrivateCapital #FloridaLPSummit?#MarketTrends #AnthonyScavo #BradyBreinholt #MarthaLeeder #AceanaGroup

On March 4, I had the privilege of attending an inspiring event hosted by The Legacy Alliance in Puerto Rico. The event brought together many successful individuals, and while the discussions on investments were valuable, one moment truly stood out to me. A powerful question was asked: “What is the best advice you would give to your 25-year-old self?” The responses were profound, and I wanted to share some of the ones that resonated most with me: ·??????Take more risks. ·??????Enjoy the moment and be patient. ·??????Read Harvey McKay’s book Dig Your Well Before You’re Thirsty. ·??????Focus on your passion and what you truly want to do. ·??????Take time to know yourself. ·??????Go after your dreams—don’t fear failure. ·??????Enjoy your success, but always think bigger. ·??????Take your time, keep learning. ·??????Prioritize your health. ·??????Listen to your intuition and set boundaries. ·??????Pursue your passion instead of going just after the short-term?money These insights serve as timeless reminders for personal and professional growth. What advice would you give to your?younger?self? #FamilyOffice #SFO #MFO #Investments #FinTech #Impact #Philanthropy #Charity #Health #Wellness #Longevity #WealthExpansion #EstatePlanning #OptimizingCommunity #TheLegacyAlliance #AceanaGroup

Opal Group Family Office Winter Forum! On March 10, 2025, I will be attending the Opal Group Family Office Winter Forum at 360 Madison, Convene, New York, where I will have the privilege of moderating a discussion on: “The Landscape for Private Equity & Venture Capital: Structuring Deals and Seizing Opportunities.” ? Key topics we’ll cover: ?? The impact of capital inflows on PE/VC returns ?? The role of firm size—Is bigger always better? ?? IPO markets & M&A trends in private equity ?? Opportunities beyond technology ?? The relevance of fund-of-funds today ?? Building a robust reporting infrastructure for smarter decisions ?? The influence of AI & robotics on valuations and investment strategies I would like to extend my appreciation to my esteemed fellow panelists: Kamil Homsi, Founder, GRC Investment Group-Dubai (SFO) Sean Westley, Partner, Kelly Park Capital Ludwig Schulze, Managing Partner, Alumni Ventures #FamilyOffice #SFO #SRFO #MFO #Investments #PrivateEquity #VentureCapital #Networking #Investing #AI ?#MergersAndAcquisitions #Robotics #IPO #GlobalTrends #Leadership #KamilHomsi #SeanWestley #LudwigSchulze #AceanaGroup #OpalGroup