4-5
March
Nashville, US
March
Nashville, US
Campden Wealth North American Family Stewardship and Alternative Investments Forum
In person
Campden Wealth North American Family Stewardship and Alternative Investments Forum
4-5
March
Nashville, US
March
Nashville, US
2025
In person
Focused on wealth preservation and creation, this forum addresses key themes such as wealth management strategies, the legacies of prominent local families, private trust companies, and family stewardship. Attendees will explore tax and estate planning for future generations. The event will also explore and evaluate the best strategy for your family office to invest — whether direct investing, co-investing, fund investing or utilizing an advisory — as well as insight into a range of alternatives, from venture capital and private equity and examine alternative investments in sectors like sports, music, entertainment, and real estate. Best-in-class family office CIOs will share their allocation strategies and exchange insights with peers and industry experts. Join us in Nashville for an invaluable opportunity to connect with thought leaders.
Don't miss the chance to network with peers across sessions, receptions, and dinners! Learn how you can join your UHNW peers in Nashville!
Partners
Corporate members
Ascent Private Capital Management
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Ascent Private Capital Management
Ascent helps families like yours achieve great things by supporting your mission, vision and values as well as your financial objectives. We partner with you to make a positive impact on people you care about and the world around you.
Our approach focuses on both the achievement of wealth and the possibilities it creates for your family by providing insights, tools and resources to advance your legacy goals. Since every family is unique, we tailor our work to your specific needs. We aim to be your family’s financial home, aligning your values and ambitions with investment strategy, tax implications, succession planning and other key areas. We place the client experience at the center of our service model, integrating traditional wealth management with innovative services. Ascent has been among the fastest-growing multifamily offices in the industry. Our belief is that financial decision-making should be supported by a shared family vision, strong governance and empowered rising leaders. To help ensure your wealth and purpose successfully transfer from one generation to the next, we offer comprehensive family office services including CFO services, wealth strategy, philanthropic impact and legacy planning.
Its parent, U.S. Bancorp, has more than 70,000 employees and $663 billion in assets as of Dec. 31, 2023 and is regularly recognized as one of the “most admired” and “most ethical” companies in the financial services industry.
For more information, please contact:
Mya Beltran
Assistant Vice President | Communications Manager
Ascent Private Capital Management of U.S. Bank
Denver Tower
950 17th St, Denver, CO 80202
Phone: +1 720-288-1763
Email: mya.beltran@usbank.com
Website: www.ascent.usbank.com
MTM Advisory, Inc
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MTM Advisory, Inc
MTM Advisory, Inc is a global family meeting facilitation firm that leverages our proprietary technology, along with our team of seventeen experienced facilitators, guiding families in preparing for and engaging in qualitative family meetings. MTM is not affiliated with any financial firm and our facilitators are not licensed to offer tax, legal, wealth management or any financial products eliminating any potential conflicts of interest.
Founded in 2007 to fill a need for UHNW families, we help families spark multi-generational communication by making it more accessible and easier for families to participate. We researched the industry and found family meeting facilitation was too time intensive, cost intensive and lacked a clear client deliverable.
Our technology, More Than Money 360 (MTM360), is designed for busy, on- the- go and/or geographically dispersed families seeking to spark a multi-generational qualitative dialogue.
MTM Advisory, Inc has integrated decades of experience to help advisors and families maximize their positive qualitative impact. Our timetested offerings are built upon the successful, multi-decade, “More Than Money?” family meeting facilitation practices of our two founders. Our business model is quite simple: if you have an important meeting at work or Church, you prepare for it. Research clearly demonstrates that multi-generation family meetings on core values, communication, legacy, philanthropy, gratitude, and governance are critical to multi-generational success.
For more information, please contact:
Shawn T. Barberis, J.D.
Founder & President
Steven Alms, Managing Partner
Phone: Shawn T. Barberis +1 443-240-2416
Steve Alms +1 410-428-3799
Email: Shawn@MTM-360.com
Steve@MTM-360.com
More Than Money 360 - MTM360
1340 Smith Avenue
Suite 200
Baltimore, MD 21209
Website: www.morethanmoney360.com
Cambridge Associates
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Cambridge Associates
Cambridge Associates is a global investment firm. The firm aims to help private clients & family offices, pension plans, endowments & foundations, and healthcare systems implement and manage custom investment portfolios that generate outperformance so they can maximize their impact on the world. With 50 years of investing experience, the firm has helped to shape and implement investment best practices and built strong global investment networks with the purpose of driving outperformance for clients. Cambridge Associates delivers a range of services, including discretionary (OCIO) and advisory portfolio management, staff extension, and alternative asset class mandates.
For more information, please contact:
Allison Azar, Managing Director
Global Business Development
Cambridge Associates
115 Federal St
Suite 2600
Boston, MA 02110
Phone: +1 617-697-6135
Email: aazar@cambridgeassociates.com
Website: www.cambridgeassociates.com
SQN Venture Partners, LLC
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SQN Venture Partners, LLC
SQN Venture Partners, LLC (SQN VP) is a venture debt firm established in January 2015 to provide limited partners access to the venture capital ecosystem and offer senior term loans and equipment financing to venture-backed, emerging technology companies. Leveraging decades of expertise, SQN VP focuses on structuring debt investments that extend funding runways for growth-stage companies.
The firm employs a risk-mitigated, credit-based investment strategy to generate income, protect principal, and offer potential capital appreciation. Its proprietary network of venture capital general partners, serial entrepreneurs, CFOs, consultants, and attorneys ensures a rigorous underwriting process.
In 2021, the founders assumed full ownership of SQN VP, building on the successful performance of its 2015 flagship fund. Today, SQN VP delivers reliable returns to investors while driving the growth of innovative technology companies.
For more information, please contact:
Ryan McCalley Managing Partner, Founder
Email: rmccalley@sqnvp.com
Timothy Robey, CAIA
Phone: +1 843-852-8768
Email: trobey@sqnvp.com
SQN Venture Partners, LLC.
320 Broad Street, Suite 250
Charleston South Carolina, 29401
Website: http://www.sqnvp.com
Ten31
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Ten31
Ten31 is the world’s leading investment platform exclusively focused on the bitcoin technology ecosystem, having deployed roughly $150 million across all verticals in the space since its founding in 2020. The Ten31 team combines 25 years of professional asset management experience – including tenures at CVC Capital Partners, Goldman Sachs, and Citadel – with over a decade of deep involvement in bitcoin to produce an unmatched portfolio that includes 35 of the premier companies in the industry. Since inception, Ten31 has served as lead investor in 90% of its capital deployment and as exclusive partner in 80%.
For more information, please contact:
Grant Gilliam
Co-founder and Managing Partner
Phone: +1 615-357-7171
Email: grant@ten31.vc
Jonathan Kirkwood
Co-founder and Managing Partner
Phone: +1 615-208-4327
Email: jonathan@ten31.vc
Website: https://ten31.vc/
Weekly bitcoin newsletter: https://www.ten31timestamp.com/
Venue & Accommodation
Venue & Location
For questions about attending, contact Steven Sklar at stevensklar@campdenwealth.com or call 00 1 (212) 693-2789.
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