As part of FOCAL’s private dinner series for verified single family office members and managers, we are delighted to host a small group of Washington DC-area families at the Chevy Chase Club. Attendees will have a chance to discuss recently observed trends. Attendance is contingent upon review and approval.
6:30 pm Cocktails – join guests for an hour of cocktails overlooking the Club’s remarkable vistas.
7:30 pm Dinner & Dialogue – smaller group will break away for dinner discussion
Wendy Craft currently holds the position of Chief of Staff for Fulcrum Equities, LLC, a family office serving third and fourth generation members of the Swig Family in New York City. They family invests in Real Estate and Cryptocurrencies as well as other sectors Wendy held the position of Chief Operating Officer of Favara, LLC, a family office focused on real estate but allocating to other sectors which include pharmaceuticals, venture and certain areas of the tech industry. The family office serves three generations of the family and is based in New York City. Previously, Ms. Craft held the position of Executive Vice President and General Counsel for Fulcrum Equities, LLC, a single-family office that invests in real estate and operating companies on its behalf. The office handles the holdings of a real estate family and also co-invests with other family offices on a variety of projects around the world. Previous to that, Ms. Craft worked with the Schneider Family serving as their Vice President and General Counsel and assisted them in separating the existing family office from the family’s operating company. The Schneider Family is a prominent real estate family in New York and has a foundation that serves children’s charities around the world. Having received her BA from Kalamazoo College MI, Ms. Craft continued her education at Thomas Cooley Law School with a concentration in international law. She also received the American Jurisprudence Prize Award in Conflict of Laws. She then attended Georgetown University Law School and attained her LL.M. in Taxation. Additionally, she is a member of many Family Office Associations. She has served on the Advisory Board for Family Office Exchange. She has also served as a committee member for the NYSSCPA Family Office Committee in New York and serves on the Steering Committee for the NYU Sterns Family Office Council. She is a frequent speaker on Family Office Topics in the United States and abroad.
Robert Hut. Jr. is a Founder and Managing Director of FARA Recovery. Prior to this, Mr. Hut spent 10 years as the founder and CEO of a specialty finance company and bank servicer. From 1999 to 2009 Mr. Hut started and ran a specialty finance company domiciled in the Jersey, Channel Islands. Mr. Hut was also a Lloyds broker specializing in political risk, credit insurance and credit enhancements for banks and financial institutions. As such he has worked on structured finance transactions covering risks all over the world. From 1992 to 1999 Mr. Hut was based in Moscow where he helped to capitalize and run several insurance companies and partnered with American Express to create custom products. Robert is a 4th generation member of a closely held and privately owned group of companies as well as being a serial and demonic angel investor.
Holland Sullivan has a career spanning investment banking, family office, and private equity. Sullivan currently serves as a principal of Register Financial, a multifamily office and BD backed by the several of the largest institutional and retail investors in the southern United States. Sullivan most recently served as General Counsel and Head of Corporate Development for Fountainhead, the family office of Don Panoz, a real estate and resort developer best known as the inventor of the nicotine patch and the founder of Mylan and Elan Pharmaceuticals. In addition to evaluating and negotiating 70+ proposed JVs, acquisition targets, and investments, Sullivan led the disposition of four portfolio operating companies with an estimated value in excess of $500 million. Leveraging long-term ties to China, his work took him across the mainland on frequent quarterly trips as he bridged East/West differences in regulations and business practices. Sullivan previously worked for a decade at investment banks including Merrill Lynch and Griffin Securities. As a Managing Director of the Investment Banking Division at Griffin Securities, Sullivan was the primary contact for Griffin’s Asian and Middle Eastern institutional investor base. He also led and executed corporate finance transactions with middle market client firms in the tech, energy, and clean-tech sectors. Sullivan serves on the board of directors for the Yale Alumni Fund and was previously elected to the board of governors for Yale University’s alumni association. He has a BA in Economics from Yale University. He later earned a Master of Science in Global Finance from NYU Stern School of Business, the top-ranked finance department in the U.S., as well as the Hong Kong University of Science and Technology, Asia’s top-ranked business school. He is also a licensed attorney and recipient of the 2016 Outstanding Solo Counsel Award from the 40,000-member Association of Corporate Counsel. Sullivan is very active in the China-US Chamber of Commerce, a 17,000-corporate member organization dedicated to promotion cross-border business opportunities in the US and China. The Chamber recently presented him with its 2017 Rising Star Award for dealmakers under the age 40 showing strong promise.
A stunning display of elegance and beauty, the Chevy Chase Club is nicknamed “Queen of Clubs” for its regal charm. FOCAL guests have the opportunity to absorb inspirational from surroundings and enjoy the ambiance. Join us for cocktails and conversation among family offices, with a smaller group convening for dinner.
In order to be considered for attendance, please email our team at firstname.lastname@example.org. Please provide the name of your family office, your role, and its city/location.