Member + Special Guest Workshop
Finding the right Family Office is only the beginning. What happens after you identify them can determine whether a name in a database ever becomes a meaningful relationship.
Join Danielle Patterson, Executive Director of Family Office Access at ISS Market Intelligence, for a practical workshop with Cory Warfield and Alan Gilbert focused on using LinkedIn to thoughtfully build visibility, familiarity, and trust with the investors and industry relationships that matter most.
Drawing from Cory’s Engineered Serendipity framework and Alan’s decades of experience as a natural connector, we’ll explore how to identify the right people, strengthen your digital presence, engage in ways that add genuine value, and create natural opportunities for conversation without leading with a pitch.
For Alan, relationship-building started long before LinkedIn. Some of his earliest memories of being a connector came from delivering newspapers to teachers at his high school and using those daily interactions to get to know them personally. That same curiosity and instinct to understand people has shaped his career and network ever since.
The session will also explore a principle at the heart of Family Office Access: Foster. Offer. Align.™
We’ll explore:
- How to move from identifying a Family Office to actually building a relationship
- Using LinkedIn to create familiarity before making an introduction or request
- Building a profile and digital presence that strengthens credibility
- How to engage thoughtfully with the people you hope to know
- Creating opportunities for “engineered serendipity”
- Turning online engagement into genuine conversations
- Knowing when there is enough trust and alignment to take the next step
Attendees will leave with practical ideas they can begin using immediately to turn investor intelligence into more thoughtful relationship-building.
October 29th, 2026
Virtual Online