Barcelona, Catalonia, Spain
I connect founders, fund managers, brands and service providers to family offices at the Global Family Office Investment Summit. We run invitation-only summits in Como, Miami, Dubai and Cannes. Principals and family office executives come for two days of one-to-one meetings built around what they're actually mandated to look at, across private equity, venture, real estate, private credit and alternatives. My job is deciding who belongs in those rooms and making sure the right two people end up at the same table. We win if you win. Next summits: Miami, 15 and 16 October. Dubai, 7 and 8 December. If you're raising or looking to reach family offices directly, reach out!
- Family Office Relations: Own the relationships with the principals, family office executives and investment officers attending our summits in Como, Miami, Dubai and Cannes. Understand what each family is mandated to look at before they arrive. - Partner Origination: Bring in the fund managers, founders, brands and service providers who belong in those rooms. Screen for readiness and fit rather than volume. - Mandate Matching: Build the one-to-one meeting program, pairing partners with the families whose mandates actually match. The meeting schedule is the product. - Summit Delivery: Run the VIP side of each summit, from pre-event briefings through the meetings themselves to follow-up between the two sides afterwards. - Capital Formation: Support partners through the raise, since our economics are tied to capital that closes rather than seats that sell. We win if you win. - Market Coverage: Track allocation trends across private equity, venture, real estate and alternatives, and feed it back into who we invite and how the rooms are built.
Responsible for over 500k$ in new & repeat business | Top performing A.E in the Barcelona office
- Deal Sourcing & Due Diligence: Identify, evaluate, and screen investment opportunities (funds, co-investments, direct deals) aligned with LP mandates. - GP/LP Networking: Cultivate relationships with fund managers (GPs) and investors (LPs) to optimize capital deployment across PE, VC, real estate, and alternatives. - Law Firm & Legal Advisor Introductions: Connect family offices with specialized law firms for private wealth structuring, estate planning, fund formation, cross-border tax optimization, and regulatory compliance. - Market Research: Analyze trends in private markets and family office legal structuring to advise LPs on emerging opportunities and connect them with best-in-class advisory partners. - Transaction Support: Assist in structuring investments, preparing pitch materials, and coordinating negotiations between GPs, LPs, and legal advisors.
· Identify and engage with potential prospects through various outreach methods. · Qualify leads based on predefined criteria and schedule meetings or product demonstrations for Sales Managers. · Stay abreast of industry trends and competitors offerings to continuously refine outreach strategies. · Maintain and update the CRM system with prospect information, while gathering market and customer insights. 🚀 First BDR to be hired in the French Market / Launching French Market from scratch.
- Act as a technical liaison for key accounts, ensuring tailored solutions and seamless integration to meet specific client needs. - Provide technical support, swiftly resolving issues and guiding clients to maximize product value.