Private Investor Deal Flow Summit

Connect with 300 Investors
+ Hear From 75 Investors on Stage in 2 Days

on September 7th-8th

 in San Francisco


The Largest Deal Flow Summit of The Year

Are you a seasoned investor seeking exclusive deal flow, or an aspiring entrepreneur looking to break into the world of private investments?


The 2023 Private Investor Deal Flow Summit is the premier event that brings together over 300+ top investors in the industry for two power-packed days of networking, deal trading, and insightful discussions.

Book your room now

Hyatt Regency, San Francisco

5 Embarcadero Center, San Francisco, CA, 94111

A Gateway to Lucrative Opportunities in the World of Private Investing

Access a diverse range of investment opportunities, meticulously curated to cater to the needs of private investors and capital raisers alike.

Whether you’re interested in startups, real estate, venture capital, private equity, or other alternative investment options, our Summit ensures you have a vast array of prospects at your fingertips.

You’ll have the chance to connect with influential investors, fund managers, deal originators, and thought leaders in the private investment community, forging valuable connections that can lead to potential collaborations and fruitful partnerships.

Exchange Knowledge with 300+ Investors

The Private Investor Deal Flow Summit gives you the opportunity to match your industry interests with the right mandates and establish long-term partnerships.

Explore investment mandates from family offices, institutional investors, and high-net-worth individuals seeking specific opportunities.

You’ll also be able to gain insights from industry experts during our panel discussions and keynote sessions.

Learn about the latest trends, successful strategies, and new niche allocation opportunities that can help you stay ahead in the ever-evolving investment landscape.


Day one

Day two

Can’t Make It to San Francisco? No Problem.

You can watch us through our live stream application, Whova, with the ability to network, chat, ask questions on panels, and have video calls.

Participate In Deal Origination Sessions

Pitch your investment ideas, showcase your portfolio, and attract potential investors. Likewise, you can discover promising ventures and projects presented by entrepreneurs and innovators seeking funding.

You’ll be networking with like-minded professionals in a relaxed atmosphere during our evening receptions and social events.

Connect with fellow investors and industry insiders over cocktails and enjoy the camaraderie of like-minded professionals.

Who Will Be At This Event?

Past attendees have typically included, but are not limited to the following types of industry professionals:

 Ultra-wealthy families

Fund managers
Private investors
Wealth advisors
Private businesses
Real estate firms
Still Not Sure? Here’s Why You Should Register Right Now:

We want to help you raise more capital and close more deals.

The Private Investor Deal Flow Summit is the ultimate platform for connecting professionals from various sectors, facilitating strategic partnerships, and exploring new niche allocation strategies.

Whether you are an experienced investor seeking fresh investment opportunities, a deal originator looking to showcase your latest projects, or an industry expert looking to stay ahead in the market, this event is tailor-made for you.

Early registration ensures you won’t miss out on this unparalleled opportunity to engage with the most influential players in the industry.

Registration Bonuses:

Bonus No.1:

Access Netflix-like Membership Options. This provides you with open access to all of our 15+ Live Events a Year, Including the Private Investor Deal Flow Summit.

Bonus No.2:

Submit your pitch deck and executive summary directly to our CEO, Richard C. Wilson, for him to review your offering.

Bonus No.3:

Access all of our investor relations and capital raising books as well as all of our previously recorded webinars and recorded events on the subject matter.

Bonus No.4:

When you sign up for the event and membership we will schedule an onboarding call with our membership relationship director, Jennifer Velasquez, so she can give you a full walkthrough of how to use the 12 deal-closing resources we give you access to.


Richard C. Wilson

Holly Caliendo

Charles B. Wilson

Daphny Obregon

Laura Clay

Andres Ospina


Explore the benefits of our club Schedule a call with our team

Charles B Wilson


B. Wilson 

Charles B. Wilson helps develop many of the Family Office Club resources from audio interviews to training materials and video content. Charles produces and edits the training videos, video recordings of team member speeches at conferences, audio interviews, and other family office resources.

Charles has spent time recently helping us produce new family office training resources and improving the overall experience at the Family Office Club website.


Richard C. Wilson


C. Wilso

Richard is a third-generation Eagle Scout, husband, and father of 3 living in Scottsdale, Arizona. He is the CEO & Founder of the Family Office Club, the #1 largest association of over 3,000 registered ultra-wealthy families and their family offices. Richard has helped create and formalize 100+ family offices and counts a shark from Shark Tank, several billionaires, many REITS, and 500+ investors with an average net worth of $28M as clients. Richard works with clients through and Doctor’s Investor Club where he helps them access top screened direct investments. Richard’s 20 person team operates multiple media platforms including Dentist Investors, LLC,,, and

Richard has written three #1 bestseller family office books on Single Family Offices, How to Start a Family Office, and Centimillionaires ($100M+ net worth families). Richard has an undergraduate degree in business, an M.B.A., and has studied post-masters psychology through Harvard University’s ALM Division.


Holly Caliendo



Holly Caliendo serves as the Sr. Director of Charter Membership at the Family Office Club and Wilson Holding Company.

Holly will be one of your contacts at the Family Office Club for any charter membership related questions, where she works hard to constantly improve the client experience, and maintain our high-quality standards. Holly joined our team with an extensive background in hospitality and group sales within hotels. She gained her Bachelor’s degree from Northern Arizona University in Hospitality and Business.


Laura Clay



Laura Clay serves as Head of Investor Club Relations and brings with her 14 years of hospitality expertise from Marriott International, Classic Hotels & Resorts, and Starwood Hotels & Resorts. In this role, Laura helps our team onboard new investors, coordinates on investor participation at our live events, and consults with investors on where to most appropriately place their capital to work across our short-term rental, medical practice, and other investment opportunities.


Daphny Obregon



Daphny has worked with the Family Office Club for 7 years and is currently the Managing Director of He is in charge of managing 11,000 Investors and 24,000 contacts for the Family Office Club. His 20+ years of background in business, training, leadership, management, and development expand multiple arenas. 

Daphny serves as a liaison for Charter Members and the Family Office Club. Prior to joining The Miami Family Office, Daphny worked as a finance consultant for 17 years in finance. He is a marketing strategist for the Hedge Fund Group and the Private Equity Investment Group. He was the former Director of Finance at the Training Society and Business Training Institute.


Andres Ospina



Andres has worked with the Family Office Club for 6 years and is currently the company’s Managing Director. He is in charge of working with clients to see who may be a natural fit for the type of pitch packages we design at With an extensive background in developing sales processes and marketing campaigns, Andres has an intuitive feel for where the gaps may be in a pitch deck or investor relations approach and he brings that to the table, as you will see if you schedule a consultation call with him. Andres joined our team with an extensive background in sales, marketing, public speaking, conference and membership management experience as well as single family real estate investor acquisition experience.