Should Family Offices Invest in Venture Capital?

Course description

Attend this practical half day workshop to learn how to assess VC investment opportunities and the best ways to get exposure to this asset class. Conducted by an expert with her 20 years of experience of working with VCs and PE firms. 

Book Now & Save £280!

Venture Capital investment can represent the highest-performing asset class in family offices’ portfolio allocation, making it an attractive investment option. However, this is also the riskiest asset class and only worth the risk when family offices get access to the right direct investments or best managers.

Citibank’s Global Family Office Survey Insights indicates that against a backdrop of rising recession fears and multi-year high bond yields, with a market size estimated at US$ 13.7 Bn, family offices allocated 27% of their Private Equity asset allocation (22% of total assets) towards Venture Capital investments in 2023.

At the same time, research shows that the top 3 barriers to Venture Capital investing is limited access to compelling managers (23%), followed by valuation levels (18%) and illiquidity (17%). Additional barriers are lack of internal resources (15%), disappointing returns (15%), prohibitive fees (5.6%) as well as political scrutiny and regulatory risk.

So, should Family Offices invest in Venture Capital?

Join this practical half day session conducted by market expert to learn about the pros and cons of getting exposure to the Venture Capital investments and how to optimise your exposure to this asset class.

What will you learn

By Joining this half day session conducted by market expert you will:

  • Gain the knowledge of how the Venture Capital investment cycle differs from that of other asset classes and its main phases
  • Learn to assess valuations and risks in VC investments
  • Understand why and how Venture Capital investments should sit in your asset allocation and how you can set-up successful VC investment strategies that tailor to your family office archetype, capabilities and interests
  • Learn the main Venture Capital valuation methodologies and how to use the investment structure and deal governance to create liquidity to Your VC investments
  • Explore how to avoid pitfalls in assessing VCs investment potential

We offer the whole range of related programmes including: 

 


Main topics covered during this training

  • Who should invest in Venture Capital and why?
  • What are the VC investment strategies for family offices, and which should be yours?
  • The challenges of Direct Investment
  • VC Funds’ portfolios and allocations
  • Fund of Funds and the aggregate of Venture Investing
  • How to differentiate and what to look for in fund managers?
  • How to gain access?
  • Why do family office VC investments fail?
  • Risk management: how to assess risks in VC investments
  • Why and how is VC valuation different?
  • The VC valuation methodologies: how to value a startup business?
  • How to value pre-revenue startups
  • Pitfalls in VC valuations
  • Working backwards: term-sheets to create liquidity

Who should attend

  • Family Office Professionals
  • CIOs
  • Private Investors
  • Wealth Managers

and anyone interested in learning how to gain exposure to VC investments.

Should Family Offices invest in Venture Capital? Workshop

Join our half day session on Investing in VCs

9 a.m. – 1 p.m. with breaks

  • Who should invest in Venture Capital and why?
  • What are the VC investment strategies for family offices, and which should be yours?
  • The challenges of Direct Investment
  • VC Funds’ portfolios and allocations
  • Fund of Funds and the aggregate of Venture Investing
  • How to differentiate and what to look for in fund managers?
  • How to gain access?
  • Why do family office VC investments fail?
  • Risk management: how to assess risks in VC investments.
  • Why and how is VC valuation different?
  • The VC valuation methodologies: how to value a startup business?
  • How to value pre-revenue startups
  • Pitfalls in VC valuation
  • Working backwards: term-sheets to create liquidity.
  • The unicorn fallacy: how is it different from a Ponzi scheme?
  • Main takeaways
  • Q&A

 

Trainer

The session is conducted by a senior Investment Director with 20+ years of experience in Impact VC, digital and real asset clean infrastructure and Private Equity investments, managing funds exceeding $8 billion and achieving over 30% ROI and 4 IPOs. As the Global Managing Partner at Capital Lab Ventures she designed the strategy, fundraised, launched, deployed, and managed over $58 million in investments across the UK, Europe, Middle East, and Latin America, securing deals and delivering over 3x ROI to limited partners in less than 3 years in the 3 key areas of climate techs, digital infrastructure and inclusive finance.

Previously, as Managing Director at a leading NYSE-listed bank, one of the top 50 banks globally, she managed an $8 billion portfolio in infrastructure, utilities, and technology and was the first woman to launch and managed a $100 million Corporate Venture Capital fund in the region. She has served in 7 boards of Directors for major institutional investors such as CPPIB and AIMCo. Earlier she worked as M&A manager at Deloitte, and Senior Consultant at Kroll Associates.

An Economist by background with an MSc Summa Cum Laude in Finance and Economics, she is a digital transition expert, having earned a Distinction as MSc in Information Systems and Digital Innovation at the London School of Economics. Published author, the awards she won include the UK Government’s Chevening Award, the UK Global Leadership Award, and the endorsement by the LSE Generate accelerator. She is a Programme Advisor at the UK Tech Nation’s Applied AI 4.0 programme, IVMS Imperial College deep tech programme, the UK’s Digital Catapult’s Future Scope and Net Zero Showcase, and guest speaker at the London Tech Week in (2022, 2023, &2024).

 

FAQ

We offer banking and finance courses as well as soft skills and business management training. You can either attend an open public course in London or Dubai or arrange customised in-house training to be delivered in any of your offices worldwide.

Most of our public courses are run over 2 full days. Some programmes are offered as a 1 or 3 day training.

In-house training is tailored to client’s requirements and can be organised over 1 day, 2-3 weeks or longer.

Public courses are organised mainly in London and Dubai. Occasionally we organise courses in other centres like Paris or New York. Check our public course calendar for the current list of programmes. We use a range of training venues, all in the centre of the cities and with excellent transport links to the airports and train stations.

In London we use venues in the centre (near Oxford Circus station or in Mayfair) or in the City (near Liverpool Street or Moorgate stations).

In Dubai our courses are organised in one of 4-5* hotels in the Deira district. Once you register we will send you detailed information together with accommodation options if required.

Our in-house courses can be delivered anywhere in the world. We work with over 25 trainers worldwide. Contact us do discuss your requirements. Check our list of available programmes.

Our courses are run in central locations from 9 a.m until 5-5.30 p.m. There are 2 coffee breaks and a lunch break. Lunch is always provided in the venue.

Dress code is smart casual.

All our programmes are taught by senior specialists who have spent many years in their respective sectors, working as senior managers and head of departments, so they understand very well the market and the challenges you are facing.

The experience of our trainers allows us to create very practical programmes, focused on current market trends and challenges. You can be sure that you will gain the knowledge which can be instantly applied in your workplace after the course. You will be analysing real life case studies, take part in group exercises and discussions as well as role plays, whenever applicable.

We want our courses to be as practical and interactive as possible so we limit the number of participants in order to optimise your time with the trainer and allow you to ask questions which are important for you.

In order to understand your requirements and expectations, we will send you a pre-course questionnaire.

You will also receive post-course support so if you have any questions after you left the training, you are welcome to contact us.

There are 2 easy ways to register:

  1. Go to the course of your choice and click Register Now button to fill the registration page
  2. Email us to enquiry@eurekafinancial.com

After you register, we will send you registration confirmation and an invoice so you can arrange the payment. Please note that your place is not confirmed until we receive it.

If you register within Early Bird discount period, there’s limited time to arrange the payment in order to be eligible for the discount. You will find all the details on the invoice.

We don’t advise to make any travel and hotel arrangements until you receive full course confirmation from us.

We will send you venue and course details as soon as possible but most likely about 3-4 weeks prior to the course commencement.

You can pay by:

  • Making a bank transfer
  • Debit/credit card
  • Cheque payable to Eureka Financial Ltd. - only within UK

Just mark preferred paying option on the registration form. Whichever form of payment you choose we will always send you an invoice.

If you pay by card, a 2.2% processing fee will be added. We will send you authorisation form so you can give us your card details.

Included in the price of a public course are:

  • Course tutorial
  • Take away course materials
  • Course Certificate
  • Lunch on the days of the training as well as drinks and snacks throughout the course

The price doesn’t include accommodation, flights, transfers and any additional costs outside of the training venue.

Yes, we always offer Early Bird discount, so the sooner you register the more savings you can make. We also offer group discounts and if you register for 2 or more programmes at the same time.

If you are a full time student or unemployed, we offer a 25% discount of the full price of the training. Student ID or unemployment status confirmation is required to claim this discount.

If you attend one of our courses you will be entitled to a special discount for a year after the last course you attend with us. Also, if you have attended and recommended us to a friend, both you and your friend will receive a special discount. You will receive more information about it after you attend the course.

See our Customer Loyalty Discounts page for more details.

All our courses based in the UK are subject to the VAT charge of 20%. This fee is irrespective of the country of residence of the delegates.

You can, however, claim the VAT back by contacting UK tax office - HMRC, and filling the relevant form, as long as you comply with the following rules:

For Delegates coming from the EU countries

If you represent a registered business in another EU country, you can use the Refund Scheme to reclaim VAT you pay in the UK as long as all of the following apply:

  • You're not registered for VAT in the UK and don't have to, or can't be, registered here
  • You don't have a place of business or a residence in the UK
  • You don't make any supplies in the UK

You can find some more information here. In order to claim the VAT you have to fill Form 65.

For the Delegates from Non EU countries

If you represent a registered business in a non-EU country, you can use the Refund Scheme to reclaim VAT you pay in the UK as long as all of the following apply:

  • You're not registered for VAT in the UK and don't have to, or can't be, registered here
  • You don't have a place of business or a residence in the EU
  • You can only use the Refund Scheme if your own country operates a similar scheme and makes it available to UK businesses. If your country has its own Refund Scheme but doesn't let UK businesses use it, you can't claim under the UK Refund Scheme.
  • You don't make any supplies in the UK

If the following rules apply to you, please fill the 65A form and send it to HMRC.

Webinars

You can cancel your participation up to a month before the course and receive a refund minus 10% of the full course value. Between 2-4 weeks before the course you will be charged 50% cancellation fee and if you cancel less than 2 weeks before the course you can only offer your place to a colleague. Up to 2 weeks before the course you can reregister for another edition for 10% reregistration fee if there is another webinar offered or you can rebook for a course in London by paying the difference in price plus 10% reregistration fee.

Classroom Courses

If there is any official travel restriction or difficulty related to the COVID pandemic around the time of the course we will convert the training into a webinar or offer to attend the next classroom edition at no extra cost.

If you are unable to attend the course, you can either send a replacement at no extra charge or, up to 10 days before the training, you can transfer your booking to another edition within the next 6 months paying administrative fee of 20% of the full course price. For any cancellation requests received between 11 days and 4 weeks from the course we offer 50% refund or reregistration to another edition for 25% of the value of the booking. For any cancellation requests received more than 4 weeks before the course date we will offer a refund less an administration fee of 10% of the full course price.

Cancellations must be made in writing (letter or email) and reach our office four weeks prior to the course date. We regret that only limited refunds can be given after this period as per points above. Non-attendance without any notification will be charged at full rate. Your place on a course is not guaranteed until we receive the payment. All payments must be made in full before the course date.

All our trainers have been working for many years in their respective sectors before they begun to teach so they bring a wealth of practical experience to the classroom.

Most of them used to work for 15 or more years in the financial sector and corporate world, and were holding positions of Directors, VP and Senior Managers. Some of them have published books and have written articles for specialised magazines and newspapers including FT, The Independent, The Times etc. You can find detailed biography of each trainer on the page of the course you want to register for.

Yes, you will receive a Certificate of Attendance at the end of the course you attend.

If you have to apply for a Visa to attend a course in the UK, we will issue a letter to support your application. The letter will be issued only after the payment for the course has been made.

It is delegate’s responsibility to obtain a Visa and failure to do so will not make the participant exempt from the cancellation policy.

Anyone suspected of applying for a training course simply to gain a Visa letter will be reported to their embassy.

We will need the following information to issue an invitation letter:

  • Full name as it appears on your passport
  • Date of birth
  • Passport number
  • Passport issue date
  • Passport expiry date

7 Nov 2024, Online / Virtual

Register by 22 Sep to save £280

Early bird price £395 + VAT

Regular price £675 + VAT



This topic can be arranged on in-house basis. If you have a group of 4 or more we can customise it and deliver in any location worldwide. Contact us to discuss your requirements


ABOUT EUREKA FINANCIAL

WHAT PAST DELEGATES SAY

We are using cookies on our website

Please confirm, if you accept our tracking cookies. You can also decline the tracking, so you can continue to visit our website without any data sent to third party services.