Family Office Winter Forum 2019

New York Marriott Marquis, New York, NY
March 6, 2019

16 days left

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

Speaker List Current as of February 15, 2019

Keynote Speaker

Jeff Lanza, Retired FBI Agent, The Lanza Group


Terry Culver, CEO, Digital Finance Group

Tegan Adams, CEO, New Maple Holdings

Sara Rabi, Partner, Marks Paneth

Tony Benson, Portfolio Manager, Keel Point

Erez Biala, Head of Structured Credit Trading & Origination, Amherst Pierpont Securities

Garret Bjorkman, VP of Portfolio Oversight, CIM Group

Peter Blaney, President, Induran Ventures Inc.

Jack Bojman, Chief Investment Officer, Cammebys International

Andy Busser, Managing Director of Strategy, Pitcairn

Howard Cooper, Chief Executive Officer, Cooper Family Office

Marie Defalco, Partner, Vice Chair, Investment Management Group, Lowenstein Sandler LLP

Ronald Diamond, CEO, Diamond Wealth Strategies

Brad Gates, President/COO, Veritas Family Partners

Nick Grego, Director, Amherst Pierpont Securities LLC

Carolann Grieve, Managing Director, GenSpring SunTrust Private Wealth

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

Julapa Jagtiani, Special Advisor, Supervision Regulation and Credit, Federal Reserve Bank of Philadelphia

Jennifer Kenning, CEO & Co-Founder, Align Impact

Abigail Laufer, CEO, Ferguson Family Office (SFO)

Richard Marker, Co-Principal, Faculty Co-Director, Wise Philanthropy, University of Pennsylvania Center for High Impact Philanthropy

Neil Nisker, Co-Founder and Executive Chairman, Our Family Office Inc.

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

Aviva Pinto, Director, Bronfman E.L. Rothschild (MFO)

Michael Pompian, Founder and CIO, Sunpointe Investments

Kirby Rosplock, Founder & CEO, Tamarind Partners

John Schaetzl, Supervisory Board Chair, Access to Medicine Foundation

Susan Schoenfeld, CEO and Founder, Wealth Legacy Advisors LLC

Michael Schwamm, Partner, Duane Morris LLP

Todd D. Silverman, Managing Director & Founder, TriPost Capital Partners, LLC

Brian Smiga, Partner, Alpha Venture Partners/Pritzker Group Venture Capital

DJ Van Keuren, VP of Family Office Capital, Hayman Family Office

Rhona Vogel, CEO & Founder, Vogel Consulting (MFO)

Richard Zimmerman, Advisor, WE Family Offices

Jim Snyder, Partner, Hammond, Kennedy, Whitney & Co

Bradford Updike, Director, Mick Law P.C. LLO

Nanette C. Heide, Partner, Duane Morris LLP

Andrea Gentilini, Chief Executive Officer, Novus

Vidak Radonjic, Managing Partner, Beryl Consulting

Ian Selig, Manager Investor Relations, Safehold, Inc.

New York Marriott Marquis" data-x="40.7587183" data-y="-73.98621679999997">
New York Marriott Marquis
1535 Broadway, New York, NY 10036, United States

Rooms Rates
Standard King $329
Standard Double/Double $329
*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

Earlybird Rate I (exp Oct 31, 2018 Earlybird Rate II (exp Dec 31, 2018 Earlybird Rate III (exp Feb 1, 2019 Standard Rate
Managers/Service Providers $2,195 $2,495 $2,695 $2,895
Plan Sponsors, Pension Trustee & Staff, Non-Discretionary Consultants, True End Only Family Offices, Endowments, and Foundations can be verified for complimentary access* ---- ---- ---- 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

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Presented by

Jeff Lanza, Retired FBI Agent, The Lanza Group

  • 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!

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  • 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