Family Office Planning & Structure Forum 2020
Virtual
July 1, 2020
Opal is proud to launch our Virtual Family Office Planning & Structure Forum, scheduled to take place on July 1, 2020. Through this virtual conference, speakers and attendees will explore the methods of structuring a family office with consideration of modern day planning for the next generation. The conference will bring together industry experts and family offices who are actively involved in building family office and succession planning structures.
Please join us on this journey to navigate the family office of our future by attending and sharing thoughts on best practices and directions of building a secure and successful plan for the next generation.
For additional information, please email info@opalgroup.net for a copy of our Preliminary Agenda.
To request our current agenda, participant list and sponsors
Current as of
|
A Special Thanks to our Advisory Members Thomas J. Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP Susan R. Schoenfeld, JD, LL.M. Tax, CPA, MBA, CEO/ Founder, Wealth Legacy Advisors LLC |
|
|
(Schedule Times are in EST) |
|
| 9:00am |
Conference Opens |
| 9:40am |
Opening Remarks |
| 9:45am |
The Role of the New Virtual Family Office
Moderator
Amy Brodsky, Founding Partner, Sky Partners LLC
Panelists
Jill Creager, Founder & CEO, Providence Family Offices (MFO) / iPaladin, LLC Holly Isdale, Managing Director, Wealthaven, LLC (SFO) Angelo J. Robles, Founder & Chairman, Family Office Association Cliff Oberlin, Chief Executive Officer, Oberlin Wealth Partners, LLC (MFO) |
| 10:30am |
Networking Break |
| 10:40am |
Moderator
Natasha Pearl, Chief Executive Officer & Founder, Aston Pearl
Panelists
Susan R. Schoenfeld, JD, LL.M. Tax, CPA, MBA, CEO/ Founder, Wealth Legacy Advisors LLC Caren Croland Yanis, Principal, Croland Consulting Francesco Lombardo, Managing Director, Veritage Family Office Limited (MFO) Carolann Grieve, Managing Director, GenSpring SunTrust Private Wealth (MFO)
Moderator
Scott D. Weaver, General Counsel & Chief Fiduciary Officer, Willow Street Group (MFO)
Panelists
Thomas J. Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP Tom Rogerson, Cofounder & CEO, GenLeg Co., Inc. Hal Terr, Estate and Trust Partner, WithumSmith+Brown |
| 11:20am |
Networking Break |
| 11:30am |
Moderator
Richard Marker, Founder/Co-Principal, Wise Philanthropy; Faculty Co-Director, University of Pennsylvania Center for High Impact Philanthropy
Panelists
Chuck Stetson, Chief Executive Officer, Stetson Family Office (SFO) Kris Putnam-Walkerly, President and Founder, Putnam Consulting Group, Inc. Leslie Pine, Managing Partner, The Philanthropic Initiative Ellen Israelson, Vice President, Philanthropic
Moderator
Wendy Craft, Chief of Staff, Fulcrum Equities, LLC (SFO)
Panelists
Kamil Homsi, Founder & Chief Executive Officer, GRC Investment Group (Dubai) (SFO) Prashant Doshi, Founder, Shreem, LLC |
| 12:10pm |
Networking Lunch Breakout Sessions |
| 12:40pm |
Exhibitor Showcase
|
| 1:15pm |
Moderator
April Rudin, Founder & President, The Rudin Group
Panelists
Oren Falkowitz, Founder & Chairman, Area 1 Security Dr. Chris Pierson, Founder & CEO, BLACKCLOAK
Moderator
Kirby Rosplock, Founder & CEO, Tamarind Partners
Panelists
John Elmes, Executive Managing Director, Pathstone (MFO) Adi Divgi, President & Chief Investment Officer, EA GLOBAL LLC (SFO) |
| 1:45pm |
Networking Break |
| 2:00pm |
Moderator
Linda Mack, President and Founder, Mack International, LLC
Panelists
Carol Schleif, Deputy Chief Investment Officer, Abbot Downing (MFO) Trish Botoff, Principal Consultant, Botoff Consulting, LLC Michael Rosenblatt, President, The Quest Organization
Moderator
James Rosebush, Chief Executive Officer, Intersection Impact Fund/The Wealth and Family Office Management Group (SFO)
Panelists
Jason Cavanagh, CEO, Saint Leonard (SFO) Carol Pepper, CEO & Founder, Pepper International LLC (MFO) Pierre duPont, Partner, Cerity Partners (MFO) |
| 2:40pm |
Networking Break |
| 2:50pm |
Roundtable Discussion: Single Family Offices vs. Multi-Family Offices vs. Trust Companies
Moderator
Ronald S. Diamond, CEO, Diamond Wealth Strategies
Panelists
Laurent Roux, Principal, Gallatin Wealth Management LLC (MFO) Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO) |
| 3:20pm |
Closing Remarks & Conference Concludes |
Registration Pricing
| 1 user/pass | |
|---|---|
| GP / Service Providers | $295 |
| LP / Allocators | Complimentary* |
| Discounted pricing on multiple passes available. Please contact your Opal Representative or info@opalgroup.net for additional details. |
*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, Fund Providers as well as Business Development, Sales and Marketing Managers to 3rd 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.
- Overview of the Real Estate Economy
- Regulatory/Tax Issues: What Are The Realized Effects Of The New Tax Laws?
- Opportunity Zones 201
- Value-Add and Opportunistic vs. Core and Core Plus Investments
- Real Estate Debt and Alternative Financing Strategies
- Analyzing Direct vs. Co-Investment vs. Commingled Funds
- Finding Deal Flow, Acquisitions & Acquisition Due Diligence
- Real Estate Disrupters 2020: The Future Culprits?
- Family Office Discussion: What Are You Looking For In This Cycle?
1on1 and group meeting capabilities
Live Video Keynote Speakers and Panels Presentations with Q&A
Exhibit Hall with branded interactive booths
Collateral Information sharing
Ability to connect and share contact details with one another
Live Chatting Options in sessions, private rooms & Lounge areas for peer to peer or group networking via live chat or video chat
Custom 1:1 Meeting Rooms with video conferencing (pre-arranged meetings between LPs/Allocators and Sponsor Managers)
- Accountants
- Angel Investors
- Attorneys
- Consultants
- Custodians
- Cyber Security Specialists
- Direct Investors
- Directors of Family Offices
- Directors of Investments
- Estate Planners
- Family Office Principals
- Family Office Recruiters
- Family Office Service Providers
- Financial Planners
- Foundations
- High Net Worth Individuals
- Impact Investing
- Insurance Companies
- Investment Banks
- Multi-Family Offices
- Next Generation Family Office Members
- Personal Security Specialists
- Placement Agents
- Portfolio Analysts
- Portfolio Managers
- Private Banks
- Private Wealth Advisors
- Registered Investment Advisors
- Reporting Software Specialists
- Risk Managers
- Seed investors
- Single Family Offices
- Software Providers
- Sovereign Wealth Funds
- Succession Planners
- Tax Specialists
- Technology Companies
- Trust Companies
- Virtual Family Office Platforms
