Family Office Winter Forum 2020

New York Athletic Club, New York, NY
March 3, 2020

45 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 January 16, 2020

Keynote Speaker

Dr. Nadia Schadlow, Senior Fellow, Hudson Institute


Kirby Rosplock, PhD, Founder & CEO, Tamarind Partners

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

Josh Levine, Founder, Cornerstone Family Office, LLC (MFO)

Jill Creager, Founder & CEO, Providence Family Offices (MFO) / iPaladin, LLC

Jody R. Westby, Esq., CEO, Global Cyber Risk LLC, Adjunct Professor, Georgia Institute of Technology, School of Computer Science Washington, DC

John Elmes, Executive Managing Director, Pathstone (MFO)

Daniel Kieffer, Director, Alternative Research, Mirador Family Wealth Advisors (MFO)

Edward Coyne, Executive Vice President, Sprott Asset Management

Jonathan M. Bergman, CFP®, President, TAG Associates (MFO)

Vaughn Brock, Chairman, Veritas Family Partners (SFO)>

Adam Gordon, Managing Partner, Wildflower Ltd LLC

Lonnie Gienger, CEO, Wilkinson Family of Companies

Matt Johnson, Principal, McFarlin Group

TBA, AION Partners

Thomas Haug, CEO, Managing Member, Aspen Tree Advisory

Kent Yan, CEO, TraDove

Clint Cox, President, The Anchor House (SFO)

Arthur Salzer, Chief Executive Officer & Chief Investment Officer, Northland Wealth Management (MFO)

CJ Follini, Chief Investment Officer, Follini Reen Family Office (MFO)

Sean Morris, Managing Director, Partner & Co-Investor Relations, CIM Group

Lesley P. Adamo, Partner, Tax, Lowenstein Sandler LLP

Ron Diamond, CEO, Diamond Wealth Strategies

Amy Nauiokas, Founder & CEO, Anthemis Group

Julie Corelli, Partner, Pepper Hamilton LLP

TBA, Duane Morris

Robert Cusack, CFO, EMB, LLC (SFO)

David Shantz, Chief Growth Officer, Montcalm TCR (MFO)

Andreas Bodmeier, Ph.D, Principal, Chicago Atlantic Group, LLC

TBA, AltFi Investment Management

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

Chester Spatt, Pamela R. and Kenneth B. Dunn Professor of Finance, Carnegie Mellon University

John Negroponte, Vice Chairman, McLarty Associates

Richard Hokenson, Founder, Hokenson Demographics

Elisabeth Préfontaine, Founder, Octonomics

Nadia Schadlow, Senior Fellow, Hudson Institute

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

Theodore Kokas, Chief Investment Officer, EverWatch Financial Inc (SFO)

Jack Bojman, Chief Investment Officer, Cammebys International (SFO)

Carol Schleif, Deputy Chief Investment Officer, Abbot Downing (MFO)

Howard Coleman, JD, Chief Investment Officer, Coldstream Wealth Management (MFO)

Marcia Nelson, Managing Director, Alberleen Family Office Solutions (SFO)

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

Ron Barone, Senior Analyst, VE Capital Management, LLC

Brian Snyder, Managing Director, South Street Securities

Caleb Goding, Managing Director, Charleston Capital Management, LLC

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

Adam Fried, Partner, Investment Committee, The K Fund

Marie T. DeFalco, Partner, Vice Chair, Investment Management Group, Lowenstein Sandler LLP

David Krauser, Principal, Direct Product Specialist, HarbourVest Partners, LLC

TBA, Duane Morris

Richard Zimmerman, Advisor, WE Family Offices (MFO)

Eric Stephenson, Director, Align Impact | Co-Chair, Cordes Foundation

Mitzi Perdue, Chair, Education Committee, Perdue Farms (SFO)

Craig Philips, President, Kineta, Inc.

Michele Colucci, Managing Partner, DigitalDX Ventures

Biff A. Pusey, Jr., Partner, Kimble Advisory (MFO)

Fernando Garip, Managing Director, Director of Portfolio Strategy, Clearbrook Global Advisors

Kamil Homsi, Founder/CEO, GRC Investment Group (Dubai) (SFO)

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

Frank Caufield, Managing Partner, Darwin Ventures LLC / Caufield Family Office (SFO)

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

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

Susan R. Schoenfeld, CEO and Founder, Wealth Legacy Advisors LLC

Carolann Grieve, Managing Director, GenSpring SunTrust Private Wealth (MFO)

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

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

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180 Central Park S, New York, NY 10019" data-x="40.766655968741475" data-y="-73.9788168668747">
New York Athletic Club
180 Central Park S, New York, NY 10019


JW Marriott Essex House
160 Central Park S, New York, NY 10019

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Park Hyatt New York
153 W 57th St, New York, NY 10019

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The Plaza
768 5th Ave, New York, NY 10019

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The Quin Central Park by Hilton Club
101 W 57th St, New York, NY 10019

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Le Méridien New York, Central Park
120 W 57th St, New York, NY 10019

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Mandarin Oriental, New York
80 Columbus Cir, New York, NY 10023

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The Ritz-Carlton New York, Central Park
50 Central Park S, New York, NY 10019

Registration Pricing

Early bird Rate II (exp Jan 31, 2020 Standard Rate
Fund Managers/Service Providers $1,995 $2,495
Plan Sponsors, Pension Trustee & Staff, Non-Discretionary Consultants, True End Only Family Offices, Endowments, and Foundations can be verified for complimentary access (must allocate to 3rd party fund managers) ---- 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

Preserving American Competitiveness - Why National Security Strategies Matter

Presented by

Dr. Nadia Schadlow, Senior Fellow, Hudson Institute

  • 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!
  • 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