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Family Offices in the Era of COVID-19: Changing Investment Strategies, Challenges and Opportunities

Speaker(s): Howard Cooper, James Cacioppo, Joseph Ehrlich, Paul Sygrove, Sarah Wimmer Overbay
Recorded on: Jul. 20, 2020
PLI Program #: 303924

Howard Cooper began his career trading public equities for his own account, becoming a full-time trader in the 1980s. In 2006 Howard established a single-family office to manage his family assets, which were derived from his stock trading. His SFO has since then transitioned to global investing, primarily in alternative investments, including hedge and private equity funds as well as direct investments in operating companies. Howard is an honors graduate of Princeton University and has guest lectured at Princeton, Yale and Brown Universities.

James Cacippo is an experienced chief executive of several companies that have grown from start-ups to large businesses. James co-founded Jushi in 2018 and serves as Chairman and CEO. He has additionally served as Managing Partner of One East Partners since 2006. Prior to this, James was the President, Co Portfolio Manager of Sandell Asset Management. James holds an M.B.A. from Harvard Business School and a Bachelor’s degree from Colgate University.

Joe Ehrlich serves as Beecher Carlson’s National Practice Leader for Private Equity, Family Office, and M&A. Joe has experience identifying, structuring, and providing insurance products and solutions for private equity firms, family offices, and other individual and strategic investors. He is a frequent presenter on M&A / Transactional Insurance and other related topics at conferences and for various professional groups, law firms, and other organizations and groups.

Joe graduated Columbia University and received his Juris Doctor degree from New York University’s School of Law. He serves on his college’s Board of Visitors and Chair of Columbia University’s Benefits Committee. Joe is a member of the Columbia Alumni Association’s (CAA) Strategic Planning Committee and serves several other CAA committees. He is a member of the Board of Trustees for the Saint Anthony Hall of New York, the Saint Anthony Hall Foundation, and the Board of Directors of the Columbia University Club of New York. Joe is also a board member and former president of the NYU Law Alumni Association.

Paul Sygrove serves as Executive Vice President and Chief Investment Officer for Swig Equities. He has more than 25 years of experience in all aspects of the real estate industry. Prior to rejoining Swig Equities Paul was a principal at ADG Development. Paul graduated from New York University Real Estate Institute and also earned a degree in Business Administration and Hotel Management from Thomas Danby College, Leeds University in West Yorkshire, England. He has been actively involved in many organizations such as the Real Estate Board of New York; Urban Land Institute and the Pension Real Estate Association.

Sarah Overbay is an experienced family office investment professional. Sarah joined the Hutchins Family Foundation and North Island, the family office of Glenn Hutchins, as Managing Director in February 2019. Prior to joining North Island, Sarah oversaw and executed all private equity and real estate investment activity for Marron Capital, the family office of Donald B. Marron, from 2011 to 2018. Sarah received an M.B.A. from Harvard University and a Bachelor's degree, magna cum laude, from Princeton University's Woodrow Wilson School of Public and International Affairs.