Family Office & Private Wealth Legacy Summit 2024

Parrish Art Museum, Water Mill, NY
August 27, 2024

39 days left

The landscape of family offices has seen a significant transformation over the last decade, influenced by substantial wealth accumulation, demographic shifts, and the evolving preferences of younger generations. "Family Office Private Wealth Legacy" is an exclusive gathering at the Parrish Museum in Southampton, designed to explore these paradigm shifts. This event offers in-depth content and unparalleled networking opportunities with leaders from single and multi-family offices, alongside ultra-high-net-worth investors. Join us as we delve into the trends shaping the future of wealth management, focusing on social impact investing, technological advancements, and sustainability.

Current as of June 10, 2024

10:00 am

RESEARCH VESSEL EXPLORING SHINNECOCK BAY

 

Sponsored by:East End Explorer

6:30 pm

SUNSET KAYAK AND OYSTER FARM TOUR 6:30 pm
1640 CONSCIENCE POINT ROAD, SOUTHAMPTON, NY 11968

7:00 am

Exhibit Set-Up

8:00 am

Registration/Information Desk Opens/ Exhibit Hall / Session Rooms Open

8:00 am

Networking Breakfast & Welcome Reception

8:25 am

Welcoming & Opening Remarks

8:30 am

Exploring the Dynamics of Generational Wealth: An Engaging Roundtable
Dialogue Among Family Office Parents and Their Heirs

Moderator

Jason Ma, CEO & Chief Mentor, ThreeEQ

Panelists

Kevin McGovern, Chairman, McGovern Capital LLC (SFO), and his son, Jarrett McGovern

Alexandra J Cook, Managing Member, Sunburst Ventures Florida and Puerto Rico (SFO)
and her sons, Victor J. Cook, IV, and Thaddeus "Tad" J. Cook

Michael M Pompian, Founder and Chief Investment Officer, Sunpointe Investments MFO

Allison Huynh, Co-Founder & CEO, Alo Ventures (SFO)

Rosemary Sagar, Chief Investment Officer, Sagar Family Office and her son, Sebastian.

9:20 am

Track A: Artificial Intelligence and Digital
Assets: Unveiling the Potential
for Revolutionary Investment
Opportunities in the Family Office

Moderator

Jasmine Shih, Investor, Edgewood
Ventures

Panelists

Michael Terpin, CEO, Transform
Ventures (SFO)

Gary A. Fowler, CEO, President, and
Founder, GSD Venture Studios

Clara Kaluderovic, 3
rd Generation of
SONIC Drive-In, Co-Founder and CEO
ex2

Track B: Ensuring Fairness Amidst Evolution:
Strategies for Equitable Treatment in the
Modern Family Office Landscape

Moderator

Wendy Craft, CEO, Elle Family Office (Lazarian
Family SFO)

Aldo Pascarella, Principal, Pareto LLC (SFO)

Marco Antonio Soriano IV, 4
th Gen Partner
and Chairman, Soriano Family Office

Paula Schwarz, Chief Executive Officer, Global
City Cosmopolis

Amy Brodsky, Founding Partner, Sky Partners
LLC

10:00 am

Track A: Embracing Niche Strategies:
Mastering Diversification in an
Ever-Changing Market
Environment

Moderator

Jasmine Shih, Investor, Edgewood
Ventures

Panelists

Michael Terpin, CEO, Transform
Ventures (SFO)

Gary A. Fowler, CEO, President, and
Founder, GSD Venture Studios

Clara Kaluderovic, 3
rd Generation of
SONIC Drive-In, Co-Founder and CEO
ex2

Track B: Ensuring Fairness Amidst Evolution:
Strategies for Equitable Treatment in the
Modern Family Office Landscape

Moderator

Wendy Craft, CEO, Elle Family Office (Lazarian
Family SFO)

Panelists

Aldo Pascarella, Principal, Pareto LLC (SFO)

Marco Antonio Soriano IV, 4
th Gen Partner
and Chairman, Soriano Family Office

Paula Schwarz, Chief Executive Officer, Global
City Cosmopolis

Amy Brodsky, Founding Partner, Sky Partners
LLC

10:00 am

Embracing Niche Strategies:
Mastering Diversification in an
Ever-Changing Market
Environment

Moderator

Thomas J Haug, Chief Executive
Officer Managing Member,
Aspen Tree Advisory

Panelists

Wendy Federman, Fifteen Time Tony Award-Winning Broadway Producer,
Foolish Mortals Productions

Matthew Salloway, CEO, GSI Ventures

Frank Trotter, Chief Executive Officer,
Battle Financial

Randall Roth, CEO, Ooblix

Track B: Next Gen Women in Investing: How
Diverse Perspectives Lead to Innovation
and Market Opportunity

Panelists

Lisa Carmen Wang, US Hall of Fame Gymnast,
Founder & GP, BAD BITCH EMPIRE

Mary Ann Thompson-Frenk D.D. (h.c.), FRSA,
Next-Gen of 7-Eleven, Memnosyne Institute

Lamya Alaoui, Advisory Council Member,
Harvard Business Review and Former Chief
People Officer, Hala Systems

10:50 am

Track A: Revitalizing Private Markets:
Unleashing Potential through
Innovative Private Equity and
Venture Capital Deal Structures
and Opportunities

Moderator

Anna Dayn, Managing Partner, New
End

Panelists

Manpreet Singh, Chief Investment
Officer, Singh Capital Partners (SFO)

Vishal Verma, Managing Partner,
Edgewood Ventures (SFO)

Track B: Why Our Daughters Are Taking the Lead
in Climate Action

Moderator

Zainab Salbi, Cofounder, Daughters for Earth

Panelists

Victoria Tash, Creative Consultant, Mary Kay
Global

Lena Cole, Previous Owner, ABC Home and
Carpets

11:30 am

Track A: Fireside Chat: Fostering
Innovation: Empowering Next-Gen Entrepreneurs through
Technology and Impact
Investing

Ankita Narula, Partner,
Akshaya Patra Foundation USA

Vinodh Bhat, Co-Founder, Saavn

12:30 pm

STANDALONE PRESENTATION:

 

Creating Change and Lasting Impact Through Music and Culture

Peter Donato, Executive Vice President, and Chief Financial Officer, Zomedica

12:50 pm

Networking Luncheon

1:50 pm

Track A:Global Unrest and Domestic
Decisions: Navigating the Waters
of International Crises and an
Election Year – A Forward-Looking
Analysis

Moderator

John Chiang, Board Member, Astrana
Health

Panelists

Peter Ragone, Principal, PWR LLC

Lieutenant General Michael Barbero,
President, MDB Partners, LLC

Track B: Strategic Giving: Philanthropy or Impact
Investment for Social Change?

Moderator

Andrea Bartzen, Biotech Board Member, The
Beryl Consulting Group LLC

Panelists

Amy Green, Director, The Green Vision
Foundation

Consuelo Vanderbilt, Co-Founder, SohoMuse

Patricia Silverstein, Coach and Manager,
Coaching X Humanity

Candice Corby, President, Hidden Star

2:30 pm

Track A: Seizing the Advantage: Strategies
for Capturing Opportunities and
Mitigating Risks in Private Credit,
Direct Lending, and Alternative
Debt Markets

Moderator

Adi Divgi, CIO, Divino Global Holdings

Panelists

Ned Rule, Managing Director,
LotusGroup Capital

Eric Dansky, Senior Investment
Officer, Cooper Family Office

Track B: Collaborative Wealth Building: Engaging
the Next Generation

Moderator

Victoria Vysotina, Founder and CIO, Wealth
Growth Partners

Panelists

Natalia Tchetchoulina, Partner, Cerity
Partners

Susan R. Schoenfeld, Chief Executive Officer,
Wealth Legacy Advisors LLC

Jason Ma CEO & Chief Mentor, ThreeEQ

3:10 pm

Track A: Strategizing for Stability: A
Comprehensive Approach to
Mitigating Real Estate Investment
Risks in 2024

Moderator

Kamil Homsi, Founder & Chief
Executive Officer, GRC Investment
Group Dubai (SFO)

Panelists

Tal Peri, Head of US East Coast &
Latam, Union Investment Real Estate
LLC

Brian Bernstein, Managing Director,
Bernstein Harris

Track B: Estate Planning and Tax optimization:
Should You Restructure Your Family
Office to Take Advantage of New Tax
Laws?

Moderator

Charles Rettig, Former Commissioner, IRS

Panelists

Scot Kirkpatrick, Shareholder, Chamberlain
Hrdlicka

John Hackney, Shareholder, Chamberlain
Hrdlicka

Erin Hulse, Founder, Deviate Consulting

3:50 pm

Track A: Empowering Next-Gen
Philanthropy: Navigating Impact,
Technology, and Leadership
Wisdom

Moderator

Ankita Narula, Partner,
Akshaya Patra Foundation USA

Panelists

David Mullings, Founder & CEO, Blue
Mahoe Capital

Pooja Ika, Founder & CEO,
eternalHealth

Kendra Onishi, Vice President of
Development, Silicon Valley
Community Foundation

Track B: From Mandate to Movement: The Impact
of Responsible and Sustainable
Investment Strategies on Traditional
Asset Allocation for the Next Generation

Moderator

Chelsea Toler, Chief Impact Officer, Logictry

Panelists

TBA, SunRocket Capital

Dail St. Claire, President & Sr Advisor, St.
Claire Consultants LLC

Nidhi Chadda Founder and CEO, Enzo
Advisors

Mary Ann Thompson-Frenk D.D. (h.c.), FRSA,
Next-Gen OF 7-Eleven, Memnosyne Institute

4:40 pm

KEYNOTE PANEL DISCUSSION: Year 6 of Capital UNTAPPED Begins! –
Going on its 6th year of delivering Powerful Keynotes and Compelling
Panels – The Athletes Influence/Capital Untapped series profiles how
Professional Athletes are using their Innovation, Investing and
INFLUENCE Capital to drive Business and Impact Ventures, and how the
Family Office investor community can partner to elevate respective
projects and accelerate Return on Investments.

Moderator

Danny Hughes, Founder/Co-Creator, Athletes Influence, Partner, LOHAS Advisors

5:20 pm

KEYNOTE FIRESIDE CHAT: Donna Karan

5:45 pm

Cocktail Reception

 

Sponsored by:

6:00 pm

Birds of Prey

Mark Fowler, Vice President, Wildlife Conservation

HAMPTON CLASSIC HORSE SHOW – 240 Snake Hollow Road, Bridgehampton, NY
11932

4star
Parrish Art Museum, Water Mill
279 Montauk Hwy, Water Mill, NY 11976, USA


Registration Pricing

Standard Rate
Managers/Service Providers $2,895
True End Only Family Offices, Non-Discretionary Consultants, Endowments, and Foundations can be verified for complimentary access* (must be allocators to 3rd party fund managers) Complimentary*

*** Institutional End-Investors include: organizations that are solely investing on their own behalf and do not sell any investment products or services to clients including; sovereign wealth funds, pension funds, endowments, foundations, family offices, private clients and treasury.

*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 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.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net

This conference is tailored for family office executives, ultra-high-net-worth individuals, wealth managers, and investors seeking insights into the changing dynamics of family wealth management. It’s an essential event for those looking to understand generational wealth transfer, the impact of AI and technology in wealth management, and the evolving lifestyle choices of affluent families.