Family Office & Private Wealth Legacy Summit 2024

Parrish Art Museum Water Mill, NY
August 27, 2024

131 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 July 5, 2023

8:00 am

MORNING HARBOR EXCURSION NETWORKING EVENT

 

Boat Sponsors include:

CP Capital

8:00 am

Exhibit Set-Up

8:00 am

Registration Desk Opens

11:00 am

Exhibit Hall Opens

11:00 am

Hospitality Lounge Opens

 

Sponsored by: Pasithea Therapeutics

12:00 pm

Opal Group & Chairman Opening Remarks

Presented by

Dan Meador, Head of Production & Business Development, Opal Group

Michael Pompian, Founder and Chief Investment Officer, Sunpointe Investments (MFO)

12:10 pm

How To Enter The Public Market And Build A Best In Class Biotech Company

Presented by

Craig Philips, President, Kineta, Inc.

12:30 pm

Life Settlements: An Uncorrelated Alternative Investment

Presented by

Terry Hollan, Chief Executive Officer Officer, Life Investors Management Company

12:50 pm

Emergence Of The Digital K-1: What it means, why now, and why it matters to Family Offices and Private Wealth

Presented by

Geralyn Hurd, President & Co-Founder, K1X, Inc.

1:10 pm

Real Estate Perspectives From 36,000 FT.

Presented by

Joe Williams, Managing Partner and Cofounder, The Joe Williams Land Bank Fund, Keller Williams

1:30 pm

Keynote Discussion:

 

A Global Macroeconomic and Geopolitical Outlook: State of the Global Economy and International Affairs

Moderator

James Rosebush, Chief Executive Officer, Intersection Impact Fund/The Wealth and Family Office Management Group (MFO)

Panelists

Adrienne Harris, Superintendent, New York State Department of Financial Services

Cameron Dawson, Chief Investment Officer, NewEdge Wealth

2:10 pm

Family Office Structures: Setting the Stage for Managing a Family Office in Today’s World

Moderator

Abigail Laufer, Chief Executive Officer, Ferguson Family Office (SFO)

Panelists

Thomas J. Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP

Marina Margarucci, CPA , Principal, Marcum

Neill Reilly, Director of Business Development, SS&C Technologies

3:00 pm

Opportunistic Alternative, Non-Correlated and Niche Strategies for Diversification in Uncertain Market Environments

Moderator

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

Panelists

James Parker, Co-Founder, Leonid Capital Management

Al Mattera, Co-Founder, Warwick Capital Partners

Chadd Evans CFA, CAIA, Managing Partner & CIO, Overlay Capital

Hugh Tawney, Director, RiverRock Funds

3:50 pm

Networking Refreshment Break

 

Sponsored by: K1X, Inc.

4:10 pm

Track A: Real Estate Investing for The Next Decade

Moderator

Wendy Craft, Chief of Staff, Fulcrum Equities, LLC (SFO)

Panelists

Kristi Nootens, Managing Director, Co-Head, CP Capital US

Eliza Bailey, Managing Principal, CEO & CIO, Belay Investment Group

Stephen Malone, Director-Capital Markets, Alliance HP

Peng (Carnegie) Zhang, Director, Aurumverse Investment

Track B: Navigating Digital Assets & the Road of Regulation: The Future of the Blockchain

Moderator

Peter Murrugarra, Managing Director, ClearVest Advisers, LLC

Panelists

Edward Kim CPA, Tax Partner, Anchin Private Client

Moran Bar-Kochva, Founder & Principal, Unison Capital

Michael Silberberg, Head of Investor Relations, Alt Tab Capital

Thejas Nalval, CIO & Co-Founder, Parataxis Capital Management

5:00 pm

Capturing Opportunities in Private Credit & Alternative Debt Strategies

Moderator

Mary D'Souza, CIO, Misha Investments

Panelists

Himani Trivedi, Head of Structured Credit, Nuveen

Harvey Carmichael, Co-Founder & CEO, SLS Group

Ryan Craft, CEO, Saluda Grade

Anson Frericks, Co-Founder and President, Strive Asset Management

5:40 pm

Keynote Discussion:

 

Diversity, Equity and Inclusion within Investment Management & Financial Services

Moderator

Tami Kesselman, Impact Strategist & Executive Coach, Next Gen Success LLC

Panelists

Ivy Jack, Senior Advisor, Tara Health Foundation

Ani Chahal Honan, Co-Founder, Yunity

Dan Magder, Managing Director, Center Creek Capital Group

6:20 pm

Networking Reception

 

Sponsored by: SLS Group

7:45 am

Continental Breakfast

7:45 am

Registration Desk & Exhibit Hall Open

7:45 am

Hospitality Lounge Open

 

Sponsored by: Pasithea Therapeutics

7:45 am

Private Closed Session for Family Offices (Family Offices ONLY)

Facilitator

James Rosebush, Chief Executive Officer, Intersection Impact Fund/The Wealth and Family Office Management Group (MFO)

8:50 am

Opening Remarks

9:00 am

Track A: International & Emerging Markets Investment Strategies: Where Can Investors find Growth & Stability?

Moderator

Aviva Pinto, Managing Director, Wealthspire Advisors (MFO)

Panelists

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

Oliver Fratzscher, Chief Executive Officer, EM Leaders LLC

Sophia Swire, Founder & Chief Executive Officer, GEDI

Track B: Sustainability and Environmental Preservation: How Can We Address Climate Change?

Moderator

Tami Kesselman, Impact Strategist & Executive Coach, Next Gen Success LLC

Panelists

Richard Zimmerman, Partner and Executive Director, WE Family Offices, Foundation House

Ingrid Kukuljan, Head of Impact & Sustainable Investing, Federated Hermes

Jeffrey T. Davis, Land Consultant, Jeff Davis & Associates LLC

Zainab Salbi, Co-Founder, Daughters for Earth

9:40 am

Track A: Fueling the Private Markets with Private Equity and Venture Capital: Deal Structures + Opportunities

Moderator

Tim Rafalovich, Head of Private Equity Fund Investing Division, Wells Fargo

Panelists

Ceasar N. Anquillare JP, Chairman & CEO and Co-Founder, Winchester Capital and WinStar

Aman Verjee, Co-Founder, Practical VC

John Donovan, Founder & Managing Partner, Donovan Ventures

Nicholas Stewart, Partner, Duane Morris LLP

Lauren Bonner, Managing Partner, MBM Capital

Track B: Tax Efficient Strategies for the Current Market

Moderator

Skip Coomber, III, President, Coomber Family Estates (SFO), Dragon Trust Family Office

Panelists

Thomas J. Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP

Douglas Andre, Chief Wealth Officer & Senior Family Office Counsel, Keel Point (MFO)

Billy Fox, Senior Vice President, MLG Capital

10:30 am

Networking Refreshment Break

 

Sponsored by: Q India Corp

10:50 am

Uncovering the Untapped Potential of Fintech Investing for Family Offices

Presented by

Daniel Cohen, Co-Founder, Cohen Circle

Dan Long, Head of Venture Growth, Cohen Circle

11:10 am

India – I will Never Do It Again To TINA – There Is No Alternative

Presented by

Arvind Chari, CIO, Q India Corp

11:30 am

New Cancer Therapy Hits 70% of all Cancers – in Clinic now!

Presented by

Dr. Cynthia Bamdad, CEO, Minerva Biotechnologies

11:50 am

Man versus Machine: How the AI Revolution is Reshaping the Investment Landscape

Presented by

John Bailey, Founder & CEO, Lumenai Investments

12:10 pm

Keynote Fireside Chat:

 

Creating Change and Lasting Impact Through Music and Culture

Presented by

Whitney Kroenke Silverstein, Co-Founder, Playing for Change Foundation

Jake Groshong, CEO, Playing for Change Foundation

12:30 pm

Keynote Panel Discussion

 

The 5th Anniversary of Capital UNTAPPED! – Come hear the journey and learn how a select group of former and active Professional Athletes are using their Innovation, Investing and INFLUENCE Capital to drive Impact and Business Ventures, and how the Family Office investor community has partnered to elevate their projects, Return on Investments and legacy as Impact Investors.

Moderator

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

Panelists

Devean George, 3X NBA Champion Los Angeles Lakers, CEO of George Group North Development, Founder of the Building Blocks and George Modular Innovation Solutions

Stephane Lasme, Former NBA/Professional Basketball (European), Managing Director of STEDDE Capital

Bobby Okereke, NFL, 5th Year/NY Giants OLB/Stanford Graduate/Active Investor

Shawn Springs, 13 year NFL/Pro-Bowl -Defensive Corner/Founder & CEO Windpact

Angella Goran, 3X National Team Athlete/Record Breaking Indoor Cycling, Creator/Founder of “Perfect or Podium”/Founder and CEO of Tapango

1:15 pm

Networking Luncheon

2:30 pm

Tracking the Smart Money: Family Office CIO/CEO Roundtable

Moderator

Michael Pompian, Founder and Chief Investment Officer, Sunpointe Investments (MFO)

Panelists

Sumit Handa, Managing Director, Pennington Partners

Gordon Curtis, Executive Director & CIO, CI Investments (SFO)

Rosemary Sagar, Chief Investment Officer, Sagar Family Office

3:10 pm

Track A: Examining Alternative Investment Strategies: Opportunities, Risks and Returns

Moderator

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

Panelists

Ron Diamond, CEO, Diamond Wealth Strategies

Gib Dunham, Chief Investment Officer, Bridgeway Wealth Partners, LLC (MFO)

Joyce Sophia Xu, Founder & CEO, Joyce Xu Law

Alexandra Cohen, Director of Investor Relations, A.C.U Fund

Track B: Creating a Total Impact Portfolio + Best Practices to Aligning Your Mission

Moderator

Diana Ayton-Shenker, CEO & Founder, Global Momenta / Leonardo, Int’l Society of Art, Science, and Technology

Panelists

Mark Peters, CFA, Managing Director, Pathstone (MFO)

Clayton Hagerman, Managing Partner & CEO, Gated Rentals GP, LLC

Erika Karp, Executive Managing Director, Chief Impact Officer, Pathstone (MFO)

Jonathan Abe, CEO, SunWealth

3:50 pm

Track A: Accessing Cutting Edge and Disruptive Technologies and Companies: Opportunities with Funds, Direct and Co-Investing

Moderator

Abigail Laufer, Chief Executive Officer, Ferguson Family Office (SFO)

Panelists

Sarah Chen-Spellings, Co-Founder & Managing Partner, Beyond The Billion (launched as The Billion Dollar Fund for Women)

Noam Inbar, Partner, Viola Fintech

Karl Andersen, Founder and CEO, Greenlight Group

Track B: Philanthropy and Its Role in the Family Office

Moderator

Richard Marker, Co-Director, UPenn High Impact Funder Academy, Founder, Institute for Wise Philanthropy

Panelists

Jennifer Lee, Director of Business Development, Give2Asia

Leslie Pine, Managing Partner, The Philanthropic Initiative (TPI)

Ellen Israelson, VP, Philanthropic Services & CMO, Jewish Communal Fund

4:30 pm

Artificial Intelligence: What Does the Future Hold for A.I. and Quantum Computing?

Moderator

Sarah Hammer, Executive Director, The Wharton School

Panelists

Mark Jackson, Senior Quantum Evangelist, Quantinuum

Moran Bar-Kochva, Founder & Principal, Unison Capital

Mark Anderson, CEO, Pattern Computer, Inc.

Paul Travers, CEO, Vuzix Corp.

5:10 pm

Healthcare & Life Sciences Investment Outlook: How Should Investors Invest in the Healthcare Sector?

Moderator

Ronen Schwartzman, Chief Investment Officer, Cooper Family Office (SFO)

Panelists

Dana Dornsife, Founder & Chief Mission and Strategy Officer, Lazarex Cancer Foundation

Eric Cioè Peña, VP of Global Health, Northwell Health

Jack Kalavritinos, Former Senior White House, FDA and HHS official, Two Administrations, Founder, JK Strategies Public Affairs, LLC

Jaap Haemers, Investment Manager, NLC The European Healthtech Venture Builder

5:50 pm

Summer Social Networking Bash

 

Featured Sponsors:

CP Capital

The Joe Williams Land Bank Fund

8:00 am

Registration & Exhibit Hall Open

8:00 am

Continental Breakfast

8:00 am

Hospitality Lounge Open

 

Sponsored by: Pasithea Therapeutics

9:00 am

Keynote Morning Address & Fireside Chat

Speaker

Dr. Jane Goodall, DBE, Founder, Jane Goodall Institute, UN Messenger of Peace

Interviewer

Diana Ayton-Shenker, CEO & Founder, Global Momenta / Leonardo, Int’l Society of Art, Science, and Technology

9:30 am

Sourcing Opportunities & Due Diligence in Public & Private Markets

Moderator

Richard Blair, Director, Alternatives, Shepherd Kaplan (MFO)

Panelists

Jack Moore, Managing Partner, Harpswell Advisors / Maine Health Investment Committee

Rosemary Sagar, Chief Investment Officer, Sagar Family Office

10:00 am

When Was The Last Time You Reviewed Your Personal Portfolio? A deep dive into personally protecting your assets and family trusts

Presented by

Stefan Petrella, Senior Vice President, Director of Business Development, Starkweather & Shepley Insurance

Kyle O’Neill, SVP, President of Private Client, Starkweather & Shepley Insurance

Kiley Prime, Vice President, Private Client, Starkweather & Shepley Insurance

10:20 am

Investing in Space: The Great Era of Human Exploration into the Cosmos

Moderator

Wendy Craft, Chief of Staff, Fulcrum Equities, LLC (SFO)

Panelists

Ian Fichtenbaum, Founder and CEO, SpaceRig

James Parker, Co-Founder, Leonid Capital Management

John Stack, Senior Managing Director, Aerospace & Defense Investment Banking, B. Riley Securities

Ariel Ekblaw, CEO and Founder, Aurelia Institute

11:00 am

Networking Refreshment Break

11:20 am

Risk Management Overview: Key Considerations and Tools to Manage Portfolio and Investment Risk

Moderator

Dr. Alexandra Cook, CPA, CGMA, CFF, FAIA, Managing Member, Sunburst Ventures Florida (SFO)

Panelists

David Thomas, Chief Executive Officer, Founder & Senior Investment Management Consultant, Equitas Capital Advisors

Eric Henderson, Chief Investment Officer, East Horizon Investments

Jim Seymour, Managing Partner, Pontefract Global Strategies, LLC

11:50 am

Family Governance and The Family Office: Planning for the Next Generation

Moderator

James Leach, President, Leach Family Holdings (SFO), Rhode Island PBS Foundation

Panelists

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

Pierre duPont, Partner, Cerity Partners (MFO)

JoAnna Fellon, CPA, Partner, Marcum

Erika Karp, Executive Managing Director, Chief Impact Officer, Pathstone (MFO)

12:30 pm

Private Closed Session for Family Offices (Family Offices ONLY)

Facilitator

Pierre duPont, Partner, Cerity Partners (MFO)

2:00 pm

Conference Concludes

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.