Harvard Club - The (R)evolution of Deal Sourcing in Private Equity, Oct 2021ġ6th Anniversary Global Family Office Investment Summit, Dubai, Closing Keynote and Lifetime Achievement Award Winner, Oct 2021 Necker Island - Importance of investing in our Oceans, Oct 2021 Deal Forum Judge, Dec 2021ĪCG New York Family Office Panel, Nov 2021 The Players Impact and NBWA All Star Pitch Competition, Feb 2022 (video) SuperTechnology North America, Valuations and Investment Selection, March 2022 "Venture Investment in the Tech Sector" Kiwi Family Office event, May 2022įood 2.0 – Insecurity, Dealmaking & Innovation Event, June 2022 National Cancer Institute, Government and Venture Panel, Sept 2022
Landmark Venture Forum, Investor panel, Oct 2022Ĩth Annual BioHealth Investment Conference, Pitch Judge, Sept 2022ĭC StartUp Week, Investor Insights in Local DMV Ecosystem, Sept 2022 Johns Hopkins Carey School of Business, CONNECTpreneur “"State of Early Stage Financing", Nov 2022 University of Maryland, Baltimore “CEO Roundtable: Financing - Where to find it and at what stage” Nov 2022 Named one of “New Power Women of DC Tech” Nov 2022 Salt Lake Community College, Venture Capital Financing, Nov 2019 University of Utah, Private Equity, Venture Capital and Family Offices, Nov 2019 Fordham University, Private Equity, Hedge Funds, Oct 2014, Apr 2015, Oct 2015 New York University, Careers in Finance, July and Aug 2014 Her philanthropic interests have included: Global Co-Chair of the Advisory Board of The Guild, the Philanthropy and Education Committees of 100 Women in Finance, ASK (All Special Kids), Lighthouse Organization, Cancer101 and she has a been a mentor to MBA students. Family Office Advisory Board Member of TriState Capital Private Bank Board Member of Fordham Graduate School of Business Overseers Board Vice Chair of ACG’s NYC Family Office Committee Investment Committee for University Impact, a venture capital social impact fund and DAF Katherine has held several board and committee positions including: Katherine is also an Angel Investor interested in environmental and impact investments and has personally invested in and supported female and diverse founders of companies and funds. Katherine is also a Senior Director of Venture Funds at TEDCO, the State of Maryland’s Venture Capital Fund. Internal employee and/or external advisor to several prominent single family offices, their companies and fund investments including:Ĭurrently, she is Head of the Investment Committee for Beyond Impact Fund II, a venture capital fund that invests in global, growth stage alternative protein, food and materials companies – including plant-based foods, cultivated meats, fermentation-enabled products and other alternatives to meat, seafood, dairy and eggs. Worked for 4 Billionaires and 8 Family Offices/Family-Owned BusinessesĢ0 years of investment and financial services experience Katherine founded PCI while she was working in Geneva, Switzerland in 2009 when she realized there was a need for personalized investment services for family offices beyond typical brokers, bankers or wealth managers.įrequent speaker and content provider to family office & investment conferences and publications worldwide
We assist individuals, family offices, and also entrepreneurs and funds meet their legal and financial objectives at the highest level. Between the two principals, they have worked for 10 single family offices/family-owned businesses and have a global robust network of investors for every asset class, investment stage and structure. PCI also assists clients in strategy, communications, marketing, business development and capital introduction. We have expertise in launching and structuring a family office, deal sourcing, portfolio management, due diligence, mission driven investments, venture capital, private equity, hedge funds, the real estate and art market, mergers and acquisitions, philanthropy, the sale and trading of illiquid assets (secondaries), trusts and estate issues and serving on investment committees and boards. With an extensive global network and over 30+ years of collective legal and financial services experience, PCI is able to develop strategies and solve client issues often not understood by traditional private banks, money managers, lawyers or business development professionals. Private Capital Investments LLC (PCI) focuses on family offices, family-owned businesses and is an investor and advisor to private equity, social impact early-stage venture capital funds and companies.
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