Blog Posts

Illinois Growth & Innovation Fund Summit Meeting – July 27, 2017

Leading Chicago venture capital firms gathered on July 27, 2017, to discuss the state of venture capital in Illinois.  Michael W. Frerichs, the Illinois State Treasurer kicked off the conference followed by J.B. Pritzker, of The Pritzker Group, and keynote speaker Steve Case, CEO of Revolution, and founder of America On-line.  Panelists including leading Chicago [...]

Institutional Managers/Family Offices – Form 13F Reports – Due August 14, 2017

Institutional investment managers, including certain persons and entities related to a family office, that exercise investment discretion over $100 million or more in Section 13(f) securities must report their holdings on Form 13F with the Securities and Exchange Commission (SEC). In general, an institutional investment manager is: (1) an entity that invests in, or buys and sells, securities [...]

Family Office Private Capital Forum

Family Office Private Capital Forum

On June 21, 2017, Handler Thayer, LLP hosted its 3rd Annual Family Office Private Capital Forum at the University Club in Chicago, Illinois.  Steven J. Thayer, Partner, at Handler Thayer, welcomed over 200 participants including single family offices, multi-family offices, advisers, and entrepreneurs.  The primary purpose of the conference was to educate families offices about [...]

Global Energy & Alternatives Symposium

Global Energy & Alternatives Symposium

On June 4-6, Mr. Thayer joined Mick Law P.C. at their Global Energy & Alternatives Symposium in Dallas, Texas.  Mick Law P.C., based in Omaha, Nebraska, represents broker-dealers, and registered investment advisers in the energy and real estate industries.  Mr. Thayer spoke on a private equity panel to discuss how family offices invest private capital.