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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To request our current agenda, participant list and sponsors

Speaker List Current as of

Wednesday, March 6, 2019

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 Sponsored by: Camelback Odyssey Travel
7:00am	Networking Breakfast
8:00am	Co-Chair Opening Remarks
8:15am	The Modern Day Family Office: How to Properly Structure & Select Resources That Fit Your Family’s Needs Non-Correlated Alternative Fund Strategies 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	Investing in Private Equity and Venture Capital Opportunities Opportunistic Alternative and Niche Strategies - Diversification in a late market cycle environment 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 Defining today’s niche strategies and how niche can become mainstream Investing early to build relationships for successor funds Finding scalable niche and emerging opportunities Seed and acceleration economics Underwriting newer firms, additional diligence steps: terms, team, track record, infrastructure 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 Development Consultant, Carlisle Management Nick Markola, Chief Investment Officer, Markola LLC (MFO)
10:00am	Networking Refreshment Break
10:30am	Real Estate Investing: Building, Balancing and Tweaking Your Portfolio Investing in Blockchain - Distributed Ledger Technology (DLT) Markets & Crypto Currency 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	Investing in Private Debt and Direct Lending (or Opportunities in Credit Investing) Investing through Qualified Opportunity Zones 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	Investing in The Energy Markets Investing in Fixed Income: Investing in a Rising Rate Environment 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	Investing in the Cannabis Industry Breaking Down ESG Strategies 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. Is there real money being put to work? What types of investors are investing with an ESG lens? How does an investor implement an ESG strategy? Does one give up returns? Are investment tradeoffs to be considered? The practical considerations when implementing such a strategy across asset classes. How Trump Presidency Is Boosting Demand for Impact Investing, ESG Funds What sort of practical challenges have experienced funds faced when implementing ESG into their business strategy, and is there anything they would have done differently? 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	Investing in Innovative Technology: Investments that Change the Future Impact Investing: Driving Social Purpose Through Measurable Investment Returns 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 Exploring the Role of Alternatives in Impact Investing Measuring Social Impact with Big Data Analytics How can Big Data innovate Impact Investing? Top 5 Challenges in Impact Investing Projects ROI strategies for impact investments Breaking Down ESG/SRI Strategies 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	How to Access the Best Managers via GPCo Investments or Direct Investment Structures Governance and Trusts: Planning for the Next Generation What is your strategy and what makes it unique opposed to other investments i.e stocks, bonds. What are your investment criteria when looking at an investment? How do you find deals? What is your DD process like? Are you passive or controlling investors? Are there any key trends that investors should be wary off? Families are doing more direct investments. Do you guys allow direct investments? What is the process? Are there advantages vs. disadvantages compared investing in funds? What are some of the deals that went wrong and what did you learn? 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) Why governance is important Structures that are utilized to improve governance Best Practices & Recommendations Importance of collaboration by the family’s multi-disciplinary advisory team Common pitfalls Are Family Constitutions Needed & Upholdable? War stories and success stories (especially anecdotes focused on helping a dysfunctional family move forward) Key takeaway – Soft issues will determine success or failure! 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

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New York Marriott Marquis

1535 Broadway, New York, NY 10036, United States

212.398.1900

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• 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

	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
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 info@opalgroup.net

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Keynote Speaker
Charitable Partner

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.

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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Who Should Attend

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

Luxury Sponsor
Silver Sponsors
Bronze Sponsors
Hospitality Lounge Sponsor
Supporting Organization / Charitable Partner
Media Partners

Family Office Winter Forum 2019