Family Office Winter Forum 2018

New York Marriott Marquis, New York, NY
March 1, 2018

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The Big Apple is host to Opal Group’s Family Office Winter Forum. Whether by bridge, tunnel, or taxi, the schlep to Times Square will be well worth it! Held in one of the world’s largest financial capitals, this one day event perfectly aligns with the culture of the city that never sleeps. Families and financial managers will enjoy a fast pace day of interactive panel discussions and networking breaks. With over 500 delegates there is always an opportunity to meet potential clients. While in the session room, trending investment topics will be addressed by some of Wall Street’s most sought after managers and advisors. Themes of family governance, alternatives, and impact investing, will have even the most cynical of New Yorkers believing in their financial future. The Family Office Winter Forum will leave each delegate stimulated, enlightened and in that New York State of Mind.

This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. Power Point presentations are prohibited during the sessions but may be made available on our mobile app. Please send in PDF or PowerPoint format if you would like to have presentation included on App. *Only Standalone Speakers will be allowed to use PowerPoints, but cannot pitch products or advertise anything with their firms.*

To request our current agenda, participant list and sponsors – Click Here
February 28, 2018

Keynote Speaker

Ron Baron, CEO, Chief Investment Officer, Portfolio Manager, Baron Funds

Ron Barone, Senior Analyst, VE Capital Management, LLC

Jonathan Bergman, Managing Director, TAG Associates (MFO)

Piyush Bhardwaj, Managing Partner, CoInvestment Partners

Peter Boockvar, Chief Investment Officer, Bleakley Advisory Group

Andrew Bloomfield, Associate Director, Record Currency Management Limited

Larry Botel, Managing Partner, JOSS Realty Partners

Robert A. Bourne, Chief Executive Officer, Bourne Financial Group

John Brignola, Managing Partner, LBC Credit Partners, Inc.

Sal Bruno, Chief Investment Officer, IndexIQ

Howard Coleman, Chief Investment Officer, Coldstream Wealth Management (MFO)

Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO)

Kevin Craney, Associate Director of Asset Management, RJ Oasis

Marie T. DeFalco, Partner & Vice Chair, Investment Management Group, Lowenstein Sandler LLP

Brian DeLucia, Managing Partner, Arrivato LLC (SFO)

Anthony DeToto, SVP and Shareholder, Sentinel Trust Company (MFO)

Ron Diamond, CEO, Diamond Wealth Strategies

Steve Dimmer, CEO, Curvafix

Joe DiPasquale, CEO, Bitbull Capital

Jide Famuagun, CEO, Alpha Capital Partners

Jason Fooks, Vice President of Investor Relations & Marketing, Safety, Income & Growth, Inc.

Sean Frank, Managing Partner, Cloud Equity Group

Cliff Friedman, Managing Director, Raptor Group Holding (SFO)

Brad Gates, President/COO, Veritas Family Partners (SFO)

Scott Gold, Managing Director, Head of Corporate Private Credit, Arena Investors, LP

Adam Goodfriend, CIO, Alberleen Family Office Solutions (SFO)

Dimitry Griko, Chief Investment Officer, EG Capital Advisors

Daniel Hamister, CIO, Hamister Group

Thomas Handler, Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP

Ryan Harris, Partner, Kirkland & Ellis

Fredda Herz Brown, Principal, Relative Solutions LLC

Mike Hubbell, Managing Member, Portland Development Group Investments

Michael Huber, Founder, Lavien Group

Elaine M. Hughes, Partner & Chair, Fund Formation & Structuring, Lowenstein Sandler LLP

Carol Jeppesen, Senior US Network Manager, United Nations Principles for Responsible Investment (UNPRI)

Sean Keegan, CEO, Digital Asset Strategies

Todd Kellerman, Founder, Principal, V3Limited

Kevin Kotler, Managing Partner & Portfolio Manager, Broadfin Capital

Bob Linke, President & CEO, Embera NeuroTherapeutics, Inc.

Kit Lisle, Founder, Managing Director, Acclaro Partners

Richard Marker, Co-Principal/Founder, Wise Philanthropy and University of Pennsylvania’s Center for High Impact Philanthropy

Nathan McDonald, Managing Partner and CEO, Keiretsu Capital

Michael V. Merrigan, Founder & Managing Member, Shadmoor Advisors, Inc.

Joseph A. Meyer, Jr., President, Statim Holdings, Inc., General Partner, Arjun LP

Pamela Michaels, Senior VP, Asset Preservation Inc.

Brad Morse, President & Portfolio Manager, Morse Energy Capital Partners

Betsy Moszeter, Green Alpha Advisors

Kevin Murphy, CEO, High Street Capital Partners

Laurance Narbut, Founder, Acceleration Resources

Chad Naylor, CEO and CIO, Naylor & Company Investments, LLC

Christopher Nolte, President, Marcus Investments (SFO)

Daniel Parker, Crypto-Economist and Founder, DP Global Advisors LLC

John Pellitteri, CPA, Accounting Services & Healthcare Segment Partner, Grassi & Co.

Carol Pepper, CEO & Founder, Pepper International LLC (MFO)

Elizabeth Perlak, Director of Legal Services, TriNet HR III, Inc.

Ira Perlmuter, Managing Director, T5 Equity Partners LLC (SFO)

Aviva Pinto, Director, Bronfman Rothschild (MFO)

Michael Pompian, Founder and CIO, Sunpointe Investments (MFO)

Biff Pusey, Senior Wealth Advisor & Portfolio Manager, Keel Point (MFO)

Josh Roach, Managing Partner and Family, Principal, Lloyd Capital Partners (SFO)

Kirby Rosplock, Founder, Tamarind Partners Inc.

April Rudin, Founder & President, The Rudin Group

Bernard Rudnick, Advisor, Keiretsu Capital

Jim Sauls, Partner, Liquid Strategies

John Schaetzl, Lead Non-Executive Director, Access to Medicine Foundation

Susan Schoenfeld, CEO and Founder, Wealth Legacy Advisors LLC

Michael D. Schwamm, Partner, Duane Morris LLP

Justin Singer, CEO and Co-founder, Stillwater Foods

Randy Slifka, Managing Principal, Slifka Asset Management

Brian Smiga, Partner, Alpha Venture Partners / Pritzker Group Venture Capital (SFO)

Chuck Stetson, CEO, Stetson Family Office (SFO)

Seth Taylor, CFO & Co-Founder, Mass Innovation Labs

Brad Updike, Director, Mick Law P.C.

Roland Van der Meer, Managing Director, Ultra Capital

DJ Van Keuren, VP of Family Office Capital, Hayman Family Office (SFO)

Stephen Viederman, Finance Committee, Christopher Reynolds Foundation

Phillip Vitale, Chief Investment Officer, Filament Advisors, LLC (MFO)

Bill Warshaw, Founder, Warshaw Asset Management, LLC

David Weinstock, CFP, AEP, CPA, Principal, Mazars USA

Michael Williams, Director, Sixty West LLC

Robert Zimmer, CFA, Portfolio Manager, ClariVest Asset Management LLC

New York Marriott Marquis
1535 Broadway, New York, NY, United States

Standard King SOLD OUT
Standard Double/Double SOLD OUT
Please contact Devon Bilyk 212.532.9898x240 for more room information
*Room rates are subject to applicable state and local taxes (currently 14.75%) plus $3.50 Occupancy tax per room per night in effect at the time of check-out.
  • Rooms are available only to those participants who are registered conference attendees.
  • Rooms will not be guaranteed without a credit card.
  • Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
  • The name on the form will be the name of the guest room.

Registration Pricing

Standard Rate
Manager/Service Provider $2,895
Investors: Plan Sponsors, Pension Trustee & Staff, Non-Discretionary Consultants, True End Only Family Offices, Endowments, and Foundations Complimentary*

*Subject to Opal Group’s verification and approval. Only individuals who are solely investing on their own behalf can be verified for a complimentary pass. Solution Providers or Fund Providers to third parties will not be able to receive complimentary access. As investment portfolios/strategies are constantly changing, we reserve the right to re- verify past delegates for future complimentary passes.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898

Presented by

Ron Baron, CEO, Chief Investment Officer, Portfolio Manager, Baron Funds

  • New Challenges in Structuring your Family Office in 2017 and Beyond
  • Tax Efficient Portfolio Construction
  • New Investment Styles for Family Offices
  • Best Practices in Impact Investing
  • Global Economic Outlook
  • Asset Protection Strategies
  • Challenges of the trustee/beneficiary relationship
  • How to Raise Capital From Family Offices
  • Direct Investing / Co-Investing
  • …and many more!
  • Family Offices
  • Endowments
  • Foundations
  • Consultants
  • Attorneys
  • Financial Planners
  • Accountants
  • Tax Planners
  • Estate Planners
  • Philanthropy Specialists
  • Family Business Experts
  • Succession and Generational Wealth Planners
  • Asset Protection Specialists
  • Trust Companies
  • Tax Efficient Portfolio Managers
  • Long-Term Care Specialists
  • Hedge Funds
  • Fund of Funds
  • Real Estate Managers
  • Equity Managers
  • Venture Capitalists
  • Academics Specializing in Family Businesses
  • Private Equity
  • Insurance Companies

Manager vs. Investor Breakdown

    Investor Breakdown