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.*
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.
• 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.
|Earlybird Rate I (exp Oct 31, 2018||Earlybird Rate II (exp Dec 31, 2018||Earlybird Rate III (exp Feb 1, 2019||Standard Rate|
|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.
A retired FBI agent and security expert uses real life examples of the latest hacks, security breaches and computer scams to demonstrate how cybercrime occurs and what countermeasures we can take to combat the innovations of criminals. This non-technical presentation will provide proven approaches to recognize and prevent the latest cybercrimes.Presented by
Jeff Lanza, Retired FBI Agent, The Lanza Group
Portfolios with Purpose hosts fantasy stock-picking contests that merge the thrill of investing with the joy of giving. Our platform unites a global community of philanthropists who compete to win money for the charities of their choosing. We are proud to have 100% of all entry and trading fees go directly to philanthropic initiatives.