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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 is the National Practice Leader for Private Equity, Family Office and M&A at Beecher Carlson Insurance Services LLC, a unit of Brown & Brown Insurance.

Joe has more than 15 years advising Private Equity and M&A professionals on the use, structuring and placement of M&A insurance products and solutions and is recognized expert in the field.  Prior to joining Beecher Carlson, Joe spent 15 years at the Owens Group, where he served as its president and member of its board of directors.  Joe spent the earlier part of his career practicing Corporate/M&A law at O’Melveny & Myers LLP and its predecessor, O’Sullivan Graev & Karabell LPP. Joe graduated cum laude from Columbia University with a B.A. in Classics in 1992 and he received his J.D. from New York University’s School of Law in 1997. Joe was recently elected to the Columbia University School of General Studies' Board of Visitor. In addition, he is Chair of the Columbia University’s Benefits Committee, a member of the Columbia Alumni Association (CAA) Strategic Planning Committee and serves on several other committees of the Columbia Alumni Association (CAA). He is also a member of the board of the Saint Anthony Hall of New York and a steering committee member for its current capital campaign. Joe is also a member, and the immediate past President, of the NYU Law Alumni Association Board. Joe lives in New York City and Tuxedo Park with his wife and two children.

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.