November 2023
The 18th North American Family Office Forum
November 2023
The 18th North American Family Office Forum
November 2023
For questions about attending, contact Steven Sklar at stevensklar@campdenwealth.com or call 00 1 (212) 204-2586.

Apollo is a high-growth, global alternative asset manager investing across Yield, Hybrid and Equity markets to generate retirement and investment income for our clients. Our asset management business provides companies with innovative capital solutions and support to fund their growth and build stronger businesses. Our retirement services business, Athene, provides a suite of retirement savings products to help clients achieve financial security.
Across all parts of our business, we invest alongside our clients and take a responsible, knowledgeable approach to drive positive outcomes. At Apollo, Expanding Opportunity is core to our values, and we are dedicated to creating opportunities for more companies, employees and communities to build a more inclusive and sustainable economy.
For further information, please contact:
David Mango, CAIA
(929) 722-4150
dmango@apollo.com
Apollo Global Management Inc
9 West 57th Street
43rd Floor
New York, NY 10019

Ascent Private Capital Management® of U.S. Bank partners with families of significant resources. We customize an approach for each family to help protect and shape its legacy. Ascent offers a range of services and solutions designed to grow wealth and amplify impact in areas the family is passionate about, one generation to the next. Ascent places the client experience at the center of its service model, integrating traditional wealth management with innovative services like Philanthropic Impact and Legacy and Leadership. Ascent has been among the fastest-growing multifamily offices in the industry.
Services include:
• Investment consulting
• Wealth strategy
• Private banking
• Family office services
• Trust and estate services
• Legacy and leadership
• CFO services
• Philanthropic impact
• Family history
• Next generation wealth
Ascent’s parent, U.S. Bancorp, has nearly 70,000 employees and $559 billion in assets and is regularly recognized as one of the “most admired” and “most ethical” companies in the financial services industry.
For further information, please contact:
Allison Reed
(513) 253-9759 cell
allison.reed@ascent.usbank.com
www.ascent.usbank.com
Ascent Private Capital
Management of U.S. Bank
950 17th Street
Suite 900
Denver, CO 80202

Over 50 years ago, child-resistant cap and closure standards were developed in response to an epidemic of child overdoses on flavored baby aspirin, generating a 45% reduction in US child mortality and proving access control as an early intervention….. with All the World adopting the new standard. 50 years later: Pharma has created medications as addictive as heroin, and teens sneaking pills from the medicine cabinet has been the number one source for teen drug abuse and initiation for over a decade. Drug and supplement manufacturers have migrated formulations to flavored gummies, and every 8 minutes a child goes to the ER from a drug or supplement poisoning.
Detergent manufacturers have created detergent pod formulations, and every 36 minutes a child goes to the ER. Overall, with over 50 years of innovation in consumer products, today a child is poisoned every 12 seconds by a household consumer product. And while All the World has forgotten the lesson of the past and today just sees everyday packaging, Caring Closures International sees an opportunity to update an over 50-year-old access control device and proven early intervention, and solve all of these epidemic-scale public health problems. On approximately 14 billion packaging units annually on a global basis.
For further information, please contact:
Zachary Molnar
(513) 680-8851
zmolnar@safe-rx.com
www.safe-rx.com/
Caring Closures
6295 Greenwood Plaza Boulevard
Ste 100
Greenwood Village, CO 80111

Global Digital Assets (GDA Capital) is the capital markets arm of the GDA Group of Companies, and is a financial institution that provides merchant banking services to financial technology, blockchain, digital asset and other disruptive technology businesses. GDA Capital is globally headquartered in Toronto and New York City with satellite offices in San Francisco, London, Hong Kong, Bermuda and Malta, and a distributed team around the world. GDA executives have a world leading track record of experience executing on projects for Fortune 500 companies, governments and digital asset offerings from the venture incubation phase to liquidity.
For further information, please contact:
David Shafrir and Zach Friedman
(416) 523-2102 or (514)-249-5333
david@gda.capital; zach@gda.capital
https://gda.capital/
GDA Capital
445 Adelaide Street West
Toronto, Ontario
M5V1T1 Canada

Graceada Partners is a vertically integrated real estate private equity firm focused on institutionalizing value-add investing in secondary and tertiary markets. Founded in 2008, the firm has $0.5 billion in real estate assets under management (AUM) and employs a team of 50 professionals who work collaboratively to source, capitalize, manage, renovate, lease, and sell properties. Graceada’s in-house expertise includes fund management, asset management, construction, and property management. The firm’s leadership team has decades of combined experience adding value to real estate assets. Together,
they have managed over $10 billion in assets across office, retail, multifamily and industrial properties. Born in 2008 in
the heart of the Global Financial Crisis, Graceada Partners is a seasoned expert with looming economic uncertainties, which has allowed the firm to turn market dislocation into successful investments. The Graceada Partners’ team lives by our core values: Honesty and Integrity; Extreme Ownership; Positive, Caring and Humble; Excellence in Execution. Graceada Partners is a veteran-owned company that is proud to operate in a historically underserved and under-invested region.
For further information, please contact:
Dana Seefeldt
(209) 497-6538
dana@graceadapartners.com
graceadapartners.com
Graceada Partners
1300 K Street
Modesto, CA

In 1937, Norman Mesirow founded an independent financial services firm owned by employees and invested in the interconnected success of clients, communities and workplace culture. Today, headquartered in Chicago and with offices around the world, we invest with our clients, working side-by-side to design diverse, technologyenhanced
strategies that enable corporations, institutions, business owners, individuals and families to prosper. Our capabilities span Global Investment Management, Capital Markets and Investment Banking, and Advisory Services, and our clients benefit from direct access to specialized expertise, customization of diverse products and services, and the ability to grow in different market cycles. We invest in Chicago and the global communities where our clients live and work, sparking positive change through deep civic engagement. By empowering bright, diverse professionals to innovate within our inclusive workplace culture, we invest in our people. We are Mesirow: serving our clients through a personal, more custom approach to reaching financial goalsand serving as a force for social good. We invest in what matters.
For further information,please contact:
Danny Margolis
Capital Markets and Investment Banking
Nat Sager
Capital Markets and Investment
Banking
(312) 595-7311 (David)
(312) 595-7924 (Nat)
daniel.margolis@mesirow.com;
nat.sager@mesirow.com
www.mesirow.com
Mesirow
353 N. Clark Street
Chicago, IL
60654

RSM develops multi-generational relationships with family offices by providing tailored advisory services to help sustain the family’s vision in an evolving, digitally driven world. RSM delivers the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses and families. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business environment. RSM US LLP is the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 43,000 people in more than 120 countries.
For further information, please contact:
William Bijesse
Principal, Global Family Office Markets Leader
(617) 241-1531(D)
(646) 361-6795 (C)
william.bijesse@rsmus.com
www.rsmus.com
RSM
80 City Square
Boston, MA
02129

Titanbay is a private markets investment platform for sophisticated investors, private banks and asset managers. Our platform enables professional investing in private markets with best-in-class fund offerings, supported by detailed insights and analytics, as well as a streamlined investment process. It empowers investors to build diversified allocations in an asset class which has previously been very difficult to access and often requires large minimum ticket sizes. Titanbay enables investors to invest with the same level of access and the same level of sophistication as the world’s leading institutional private markets investors. Titanbay’s end-to-end technology solution for private market investing consolidates everything you need to build a diversified private markets portfolio, with investment opportunities and relevant information all clearly presented alongside forecasts and analytics. The portfolio analysis tool brings real-time simulation of cash flow and exposure across existing and future investments. It includes charts with an easy overview of your portfolio highlighting exposure across different strategies, verticals, geographies, currencies, vintages, etc. Titanbay’s shareholders include Partners from the world’s leading private equity firms, such as KKR, EQT, Providence, BC Partners and Apollo – as well as from family offices and private banks.
For further information, please contact:
Richard Kiddle
Head of Direct Investor Relations
+44 (0)20 3880 5040
rk@titanbay.com
www.titanbay.com
Titanbay Ltd
84 Eccleston Square
Pimlico, London
SW1V 1PX
United Kingdom