New York Marriott Marquis, New York, NY
March 6, 2019
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.
CONFERENCE FORMAT
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.
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GIFT TO SUPPORT PWP
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7:00am |
Exhibit Set Up / Exhibit Hall / Session Rooms Open |
7:00am |
Registration / Information Desk Opens All confirmed pre-registered delegates must approach the Registration Desk to check in and pick up conference badges. Business Cards are required to retrieve badges. |
7:00am |
Hospitality Lounge Opens |
7:00am |
Networking Breakfast |
8:00am |
Co-Chair Opening Remarks |
8:15am |
Moderator
Kirby Rosplock Phd, Founder & CEO, Tamarind Partners
Panelists
Thomas J. Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP Andrew Busser, Managing Director of Strategy, Pitcairn (MFO) Carol Pepper, CEO & Founder, Pepper International LLC (MFO)
Moderator
Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO)
Panelists
Edward Coyne, Executive Vice President, Sprott Asset Management Todd D. Silverman, Managing Director & Founder, TriPost Capital Partners, LLC Dan Carroll, Founder and CEO, Calumet Capital LLC Kevin Craney, Director of Asset Management, Oasis |
9:15am |
Moderator
Jonathan Bergman, Managing Director, TAG Associates (MFO)
Panelists
Jim Snyder, Partner, Hammond, Kennedy, Whitney & Co. David Schwab, Founder and Managing Director, Vertical Venture Partners Marie T. DeFalco, Partner, Vice Chair, Investment Management Group, Lowenstein Sandler LLP John Clark, CFA, President, Performance Equity Management, LLC
Moderator
Thomas J. Haug, CEO, Managing Member, Aspen Tree Advisory
Panelists
Tony Benson, Portfolio Manager, Keel Point (MFO) Andy Mantel, Founder & CIO, Pacific Sun Advisors Brian DeLucia, Managing Partner, Arrivato LLC (SFO) Michael R. Rohm, North America Business Nick Markola, Chief Investment Officer, Markola LLC (MFO) |
10:00am |
Networking Refreshment Break |
10:30am |
Moderator
Brad Gates, President/COO, Veritas Family Partners (SFO)
Panelists
Pamela Michaels, Senior VP, Asset Preservation Inc. Nick Grego, Director, Amherst Pierpont Securities LLC Ian Selig, Manager, Investor Relations, Safehold, Inc.
Moderator
Brian Sewell, Founder, Rockwell Capital, a family office (SFO)
Panelists
Cliff Friedman, Managing Director, Raptor Group Holdings (SFO) Julapa Jagtiani, Special Advisor, Supervision Regulation and Credit, Federal Reserve Bank of Philadelphia Greg Heuss, Managing Partner, Reflective Venture Partners Terry Culver, General Partner, Digital Finance Group |
11:30am |
Moderator
Ronen Schwartzman, Chief Investment Officer, Cooper Family Office (SFO)
Panelists
Robert Jafek, Principal, Boomerang Capital Partners Anthony O'Toole, Chief Financial & Investment Officer, Truth Initiative
Moderator
DJ Van Keuren, VP of Family Office Capital, Hayman Family Office (SFO)
Panelists
Tony Barkan, CEO, Co-Managing Principal, Allagash Opportunity Zone Partners Garett Bjorkman, VP of Portfolio Oversight, CIM Group Craig Bernstein, Managing Partner, OPZ Bernstein |
12:30pm |
Keynote Discussion Why the FBI Can’t Stop Cybercrime and How You Can 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. Jeff Lanza, Retired FBI Agent, The Lanza Group |
1:00pm |
Networking Luncheon |
2:15pm |
Family Office CIO Roundtable This panel will be a discussion of USA/Domestic family office CIOs looking at where they think the smart money is being invested and the strategies they see being the best fits for investors in not only today’s markets but also moving forward. We will go over the areas of how to access deal flow in the USA and what the perils, pitfalls and opportunities are for family offices.
Moderator
Brian Smiga, Partner, Alpha Venture Partners/Pritzker Group Venture Capital
Panelists
Holly MacDonald, Managing Director, Chief Investment Strategist, Bessemer Trust Theodore Kokas, Chief Investment Officer, EverWatch Financial Inc (SFO) Michael Pompian, Founder and CIO, Sunpointe Investments (MFO) Jack Bojman, Chief Investment Officer, Cammebys International (SFO) |
3:15pm |
Moderator
Abigail Laufer, CEO, Ferguson Family Office (SFO)
Panelists
Ron Barone, Senior Analyst, VE Capital Management, LLC Brad Updike, Director, Mick Law P.C. Matt Iak, Executive Vice President, US Energy Development Corporation
Moderator
Phillip Vitale, Chief Executive Officer, Evolytical LLC
Panelists
Erez Biala, Head of Structured Credit Trading & Origination, Amherst Pierpont Securities Neil Nisker, Co- Founder and Executive Chairman, Our Family Office Inc. (MFO) Samir Shah, President and CIO, MBS Mantra, LLC |
4:00pm |
Moderator
Michael Schwamm, Partner, Duane Morris LLP
Panelists
Robert Fireman, CEO, MariMed, Inc. Tegan Adams, CEO, New Maple Holdings Benton B. Bodamer, Member, Dickinson Wright PLLC Ed Ilyadzhanov, CIO, E Squared Capital, LLC The term “ESG investing” is tossed around in the media and in boardrooms, but what exactly is it? This panel will discuss ESG strategies from several perspectives.
Moderator
Don Shannon, Director, StepStone Group
Panelists
John Schaetzl, Supervisory Board Chair, Access to Medicine Foundation Lina Constantinovici, Professor, MBA Entrepreneurship and Innovation, Presidio Graduate School Andrea Gentilini, Chief Executive Office, Novus Elizabeth Edwards, General Partner, H Venture Partners |
4:45pm |
Moderator
Chuck Stetson, Chief Executive Officer, Stetson Family Office
Panelists
Ron Diamond, CEO, Diamond Wealth Strategies Peter Blaney, President, Induran Ventures Inc. Vidak Radonjic, CEO, Beryl Consulting Dr. Jeffrey Chi, Vice Chairman-Asia, Vickers Venture Partners
Moderator
Richard Zimmerman, Advisor, WE Family Offices (MFO)
Panelists
Bernardo Guillamon, Manager, Office of Outreach and Partnerships, Inter-American Development Bank Jennifer Kenning, CEO & Co-Founder, Align Impact Raymond Guthrie, Managing Director, Social Impact Fund, The American Heart Association (AHA) |
5:30pm |
Moderator
Aviva Pinto, Director, Bronfman E.L. Rothschild (MFO)
Panelists
Jolyne Caruso, Founder & CEO, The Alberleen Group and Alberleen Family Office Solutions (SFO) Nanette C. Heide, Partner, Duane Morris LLP Dan Farrell, Chairman & CEO, Privos Capital (MFO)
Moderator
Richard Marker, Co-Principal, Wise Philanthropy; Faculty Co-Director, University of Pennsylvania Center for High Impact Philanthropy
Panelists
Susan R. Schoenfeld, CEO and Founder, Wealth Legacy Advisors LLC Carolann Grieve, Managing Director, GenSpring SunTrust Private Wealth (MFO) Rhona Vogel, CEO & Founder, Vogel Consulting (MFO) Thomas J. Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP Sara Rabi, Partner, Marks Paneth LLP |
6:30pm |
Networking Cocktail Reception |
• 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.
Early Bird Rate I (exp Oct 31, 2018 | Early Bird Rate II (exp Dec 31, 2018 | Early Bird Rate III (exp Feb 1, 2019 | Standard Rate | |
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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.
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