I spoke on a panel for IVY Family Office Network on December 13th,  2023 about Private Equity and Mergers & Acquisitions. Please enjoy the recording of the panel discussion, which was moderated by Wayne Brown, Managing Partner of The Walker Group.

Panellists included:

  • Taylor West, Partner – Marcum
  • Eveline Gerck, Advisor – Family Offices 
  • Chris Anci, Founder – Anci Partners
  • Samy Dwek, CEO – The Family Office Doctor