News Releases
Harris myCFO announces spring Dealflow
CHICAGO, March 12, 2007 – Harris myCFO is pleased to announ ce its spring Dealflow session is scheduled for Tuesday, May 15, 2007, in Charleston, S.C. This unique, invitation - only event - now in its 17th year - brings together family office members and executives to exchange information on direct private equity opportunities.
"Harris has been a leader in ensuring our clients have the opportunity to pursue unique investment opportunities with other, like-minded families, and each time we host the semi-annual event, we see interest and participation grow," said Joe Calabrese, President, Harris myCFO Inc., which provides a range of wealth management services to ultra high net worth families and individuals.
Dealflow attracts single and multi-family offices members, high net worth individuals and those with investment responsibilities for their single-family offices, private wealth managers, alternative investment specialists, foundation and endowment executives, and others who serve or advise ultra high net worth families and individuals.
"This gathering is particularly attractive to those with an entrepreneurial spirit who are able to spot growth potential in the presenting companies," said Steve Braverman, President, Harris myCFO Investment Advisory Services, LLC, and a former Dealflow participant prior to joining the firm last October. "Harris myCFO's role is to provide an opportunity for those parties to come together. We don’t serve as an advisor or a participant in any resulting transactions. It's simply a service for our clients and others interested in private equity opportunities."
The May Dealflow event is being held in conjunction with the Strategic Research Institute conference Alternative Investments for Private Family Offices, May 16-18, 2007, at the Charleston Hotel in Charleston, S.C. Harris myCFO is a presenting sponsor of this conference. With the recent addition of the Northeast office, Harris myCFO has grown to operate in seven key wealth ma rkets and has clients from coast-to-coast. It is one of the largest multi-family office firms in the United States with a tradition of objective advisory services. Harris myCFO provides family office advisory services, investment advisory service, tax and estate planning, philanthropic advisory services and lifestyle concierge services to individuals and families with $25 million or more in investable assets. For more information, please visit www.harrismycfo.com.
Harris myCFO is a part of Harris, a Chicago-based integrated financial service organization that provides more than one million personal, business and corporate clients with banking, lending, investing, financial planning, trust administration, portfolio management, family office and wealth transfer services.
Harris myCFO Dealflow is an information-only forum. It does not constitute an offer to sell or a solicitation to buy any securities. Harris myCFO does not serve as a middleman, advisor, placement or match service, and does not evaluate any investment opportunities presented, nor does it receive any compensation from Dealflow.
Harris® is a trade name used by various financial service subsidiaries of Harris Financial Corp. Banking products and services are provided by Harris N.A., The Harris Bank, N.A. and their bank affiliates. Members FDIC.
Brokerage products are offered through Harris Investor Services, Inc. (HIS), a registered broker/dealer, member FINRA/SIPC, and SEC registered investment adviser. Insurance and annuities are offered through Harris Bancorp Insurance Services, Inc. (HBIS). Securities are provided by BMO Capital Markets Corp. (BMOCM), a registered broker dealer and member NYSE, FINRA and SIPC. HIS, HBIS and BMOCM are affiliated companies and are wholly owned subsidiaries of Harris Financial Corp. Products offered by HIS, HBIS and BMOCM are Not Insured by the FDIC or any Federal Government Agency, Not a Deposit of or Guaranteed by Any Bank or Bank Affiliate, May Lose Value. The purchase of insurance or an annuity is not a condition to any bank loan or service. Financial planning and investment advisory services are provided by Sullivan, Bruyette, Speros & Blayney, Inc., an SEC registered investment adviser. Family Office Services are provided by Harris myCFO, Inc. Investment advisory services are offered by Harris myCFO Investment Advisory Services LLC, an SEC registered investment adviser and wholly-owned subsidiary of Harris myCFO, Inc. Not all products and services are offered in every state and/or location.
CONTACTS:
Amy Yuhn, (312) 461-6055