Time: 11am arrival for a 11:15am start, 2:30pm finish
Topic:
Our next session, led by Adam Morse, Founder and Managing Director of QuarterFive, outlines the core building blocks many family offices use to create clear, rigorous investment processes. We will cover how deal flow is identified and managed, walk through the investment process from initial review to approval, and examine how Investment Committees assess opportunities and maintain strong governance. The session will also introduce practical ideas and tools, including an investment selection scorecard to support disciplined and consistent investment decision-making.
Lunch will be provided during the session.
