Family Offices

This panel focuses on understanding how family offices view direct investments in early-stage healthcare opportunities and how they differ from VCs. Topics may include:

  • Primary differences between institutional VCs and family office investors
  • How family offices source investments and how to get on their radar
  • Trends in the early-stage healthcare investment space

The primary goal of this panel is to help entrepreneurs understand how family offices view early-stage investments in the healthcare space. Panelists will discuss best practices for approaching, pitching and working with these groups, as well as debunking some common misconceptions about family offices.


Colin Widen, CEO, Boston Innovation Capital

Colin Widen, registered representative, is a seasoned executive with 25 years of sales, trading and portfolio management experience in major investment banks. In 2001, Colin left the institutional world and founded W.A.M. Asset Management, a private equity fund of funds that focused on SBIC private equity funds. After selling the firm to a larger fund of funds, Colin joined Deutsche Bank where he led a team providing consulting services about alternative asset allocation strategies to family offices and smaller endowments and foundations. Colin is a registered representative and holds Series 7, 24, 63 and 82 registrations. His specialties include reconstructing hedge fund portfolios and analyzing private equity holdings.


Christopher de Souza, Managing Director, Broadview Ventures

Chris de Souza, PhD, MBA, is a Director at Broadview Ventures. He started his career at Novartis as a scientist in the Metabolic and Cardiovascular Diseases group and then as Director of Strategic Alliances. After Novartis, Christopher was Vice President of Business Development at SkyePharma US Inc. He then founded a business development consulting practice with clients including JSB-Partners, Diagnostics For All and Metaome. Christopher has a Masters in zoology from the University of Bombay, PhD in physiology from Louisiana State University and MBA from Rutgers University along with post-doctoral training at The Upjohn Company and Joslin Diabetes Center/Harvard Medical School. Christopher currently serves on multiple Broadview Ventures portfolio company boards, the board of MassBio and several grant review committees.

Chuck Stetson, CEO, Stetson Family Office

Chuck’s grandfather, Eugene W. Stetson, started the Stetson Family Office shortly after he personally led the buyout of The Coca-Cola Company through a public offering in August 1919 by the Guaranty Trust Company of New York, where he subsequently served as Chairman. At his death, Eugene was Coca-Cola’s longest serving member of the Board and member of the Executive Committee. Chuck, the third generation running the family office, is an entrepreneur, venture capitalist, and philanthropist.

The Stetson Family Office started Healthcare Impact Foundation, a 501-c-3 organization, in 2017 to bring capital and management expertise to life science companies at all stages and to build and maintain an efficient life science eco-system composed of R&D facilities, incubation facilities, venture capital investors, family office investors, and networks of experts in science, management, industry, reimbursement and public policy.

Stetson Family Office is setting up a Global Family Office BioForum with family offices around the globe working closely with their local healthcare innovation. Family Offices are responding with excitement.  Insead School of Business of Singapore at their 3rd Asian Family Office Day in 2015 had Chuck as their featured luncheon speaker. The Association for Corporate Growth recently asked Chuck to lead their global Family Office Council initiative which involves bringing together  family offices from around the globe that are interested in small to medium size buyouts and growth equity.

Jonathan Jonas, Partner, JVC Investment Partners

As a Partner of JVC Investment Partners, Jonathan oversees its alternative investment portfolio targeting direct private equity, growth equity, and venture capital investments in healthcare. Prior to JVC, Jonathan held positions at Boston Scientific Corporation, working in finance and overseeing sales operations in Boston Scientific’s Cardiac Rhythm Management Division. Jonathan serves on the Board of Directors of Magenta Medical Ltd., Trisol Medical Ltd. and Sinai Health System. Previously, Jonathan served as a Board of Directors Observer at PharMEDium Healthcare Corporation. Jonathan is a registered CPA and holds a BA in Economics from the University of Michigan, a General Course Degree from the London School of Economics, and an MBA from Northwestern University Kellogg School of Management.

Kevin Schimelfenig, Managing Partner, McGeever

Kevin Schimelfenig is the Founder and Managing Partner of McGeever, LLC, a family office positioned to establish, administer and govern the financial and philanthropic values and goals of the family. McGeever’s investment portfolio includes but is not limited to; Healthcare, Real Estate, Energy, and Information Technology. Through McGeever, Kevin participates in investments with multiple Angel Funds and is a limited partner with Private Equity firms on the East and West Coast as well as has affiliations with well-known medical device and diagnostic institutions across the United States. In addition, Kevin is acting President and CEO of SalesForce4Hire, McGeever LLC’s wholly owned subsidiary. SalesForce4Hire partners with medical device, diagnostic, pharma/biotech and information technology companies and their investors to provide strategic models and solutions for commercialization. Kevin’s educational background includes a B.S. in Business Administration from Marywood University and extensive training in the Diabetes Program at Konkuk University Hospital in Seoul, South Korea. Kevin was recognized as a North Carolina top 50 Entrepreneur and has been an invited speaker for prominent organizations across the nation including JPMorgan/OneMedForum, AdvaMed, and Angel Capital Association. Kevin has served on multiple boards and currently serves on the Board of Directors for Physcient, Inc., and Akros Medical.

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