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After nearly three decades in the alternative investment space and $7 billion in deals closed, Chip Perkins of Perkins Fund Marketing reveals the hard-earned insights that most fund managers never hear.

In this eye-opening session, you’ll learn:

The 10 uncommon strategies that have driven over $7B in capital raised

What LPs really care about when vetting funds

Why fund due diligence should include checking if your admin is in a strip mall

How he helped launch now multi-billion-dollar funds (Raptor, Artis, Dodd)

A breakdown of a no-fee, 60-day liquidity fund offering 7.5% with treasury collateral

The biggest red flags that get $25M checks pulled at the last minute

Real talk on fee structuring, fund launch pricing, and reputation risks

Whether you're raising your first fund or scaling your investor network, Chip’s battle-tested experience will sharpen your game fast.

https://familyoffices.com/

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Dr. Alexandra Cook is a second-generation single family office executive and the powerhouse behind Sunburst Ventures, with operations spanning Florida and Puerto Rico. In this rare fireside chat, she shares negotiation tactics, portfolio management frameworks, and behavioral insights learned from over 30 years in finance and private investing.

You’ll learn:

Three advanced negotiation and deal structuring strategies she uses behind closed doors

The #1 counterintuitive secret to partnering with $100M+ families

How she filters deal flow and what actually gets her attention in a pitch

Real-world joint venture case studies and lessons from managing across industries

Her million-dollar advice on people, personality typing, and not being a control freak

A must-listen for family office executives, strategic partners, and anyone navigating deals at the ultra-wealthy level.

https://familyoffices.com/

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Kevin Kolson reveals how ultra-wealthy families structure their wealth to grow, protect, and transfer it for generations while minimizing taxes and maximizing efficiency.

In this session, Kevin dives deep into premium financed whole life insurance, one of the most flexible tools used by top-tier families to create tax-free income, fund estate taxes, and preserve wealth outside of their taxable estates. He shares real case studies involving family trusts, gifting strategies, and how to “supercharge” Roth-style benefits using leverage all while avoiding common insurance pitfalls.

You’ll also learn how families integrate these strategies with charitable LLCs, utilize multigenerational planning, and prevent estate tax erosion across generations. Practical, precise, and backed by decades of hands-on experience.

https://familyoffices.com/