Family Office Winter Forum 2020

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

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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.

Opal Group's Family Office Forum Experience

To request our current agenda, participant list and sponsors


Speaker List Current as of February 28, 2020

Keynote Speakers

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

Dr. Nadia Schadlow, Senior Fellow, Hudson Institute

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

Devean George, Former NBA, 3X NBA Champion Los Angeles Lakers, CEO, George Group North and Building Blocks

Rashad McCants, Former NBA, Big3 Trilogy League, Founder, Hemp House Global, LLC and Vegano Energy, Inc.

Shawne Merriman, 3X All-Pro, Former NFL Defensive Rookie of the Year, Entrepreneur, “Lights Out” Brand, Media, and Production

Mike O’Connor, Former MLB Pitcher, NY Mets, Active Social and Financial Services Professional

JT Thomas, 10 Year NFL Veteran, NY Giants, MBA, President of the J.T.Thomas Foundation, CEO, JT3, Inc.

Jon Landry, Former NHL, New York Islanders, Active Fin-Tech, PE, and Angel Advisor

Speaker

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)

Hanni Ali, SVP, Strategic Partnerships, Hamilton Group

Dory Wiley, President & CEO, Commerce Street Investments

Carsten Valgreen, Investment Manager, SYFOGLOMAD SPC

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

Matthew Dicker, Partner / CFO, Wildflower Ltd.

David McKinney, Vice President of Capital Markets & Investor Relations, Wilkinson Family of Companies

Matt Johnson, Principal, McFarlin Group

Michael Betancourt, Founding Partner & Managing Director, AION Partners

Thomas Haug, CEO, Managing Member, Aspen Tree Advisory

Kent Yan, CEO, TraDove

Clint Cox, President, The Anchor House (SFO)

Peter Marshall, Founder & CEO, Walden Bridge Capital

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

Michael Gobes, Managing Partner, SB Investment Partners (SFO)

Ron Diamond, CEO, Diamond Wealth Strategies

Amy Nauiokas, Founder & CEO, Anthemis Group

Julie Corelli, Partner, Pepper Hamilton LLP

Elizabeth Edwards, General Partner, H Venture Partners

Richard Perez, Managing Director and Chief Strategist, Boston Private

Skip Coomber, III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office (SFO)

Michael Schwamm, Partner, Duane Morris LLP

Patrick Horsman, President & CEO, Integrated CBD LLC

Henry Owsley, CEO, Gordian Group

G. Ryan Ansin, Co-Founder, Revolutionary

Robert Cusack, CFO, EMB, LLC (SFO)

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

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

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

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

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)

Ron Barone, Senior Analyst, VE Capital Management, LLC

Brian Snyder, Chief Investment Officer, South Street Capital Management

Caleb Goding, Founding Partner & Portfolio Manager, 10X Capital Partners, LLC

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

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

Jonathan Strimling, Chief Executive Officer, CleanFiber

Craig Philips, President, Kineta, Inc.

Jan Stuart, Global Energy Economist, Cornerstone Macro

Brad Holtz, Chief Nexus Officer, Pattern Computer

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

Nanette C. Heide, Partner & Co-Chair, Private Equity Group, Duane Morris LLP

Richard Zimmerman, Advisor, WE Family Offices (MFO)

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

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

Michele Colucci, Managing Partner, DigitalDX Ventures

Millicent Pitts, CEO/Executive Director, Ocean Exchange

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)

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)

Laura LaForgia, Partner, Marks Paneth LLP

New York Athletic Club-->New York Athletic Club
180 Central Park S, New York, NY 10019" data-x="40.766655968741475" data-y="-73.9788168668747">
1star
New York Athletic Club
180 Central Park S, New York, NY 10019


SUGGESTED NEARBY HOTELS

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

Standard Rate
Fund Managers/Service Providers $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 info@opalgroup.net

A Global Macroeconomic and Geopolitical Outlook: State of the Global Economy and International Affairs

Presented by

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

A Global Macroeconomic and Geopolitical Outlook: State of the Global Economy and International Affairs

Presented by

John Negroponte, Vice Chairman, McLarty Associates

A Global Macroeconomic and Geopolitical Outlook: State of the Global Economy and International Affairs

Presented by

Richard Hokenson, Founder, Hokenson Demographics

A Global Macroeconomic and Geopolitical Outlook: State of the Global Economy and International Affairs

Presented by

Elisabeth Préfontaine, Founder, Octonomics

Preserving American Competitiveness - Key Challenges

Presented by

Dr. Nadia Schadlow, Senior Fellow, Hudson Institute

Professional Athlete and Family Office Unite to Accelerate Business Ventures, Investor Returns, and Impact

Presented by

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

Professional Athlete and Family Office Unite to Accelerate Business Ventures, Investor Returns, and Impact

Presented by

Devean George, Former NBA, 3X NBA Champion Los Angeles Lakers, CEO, George Group North and Building Blocks

Professional Athlete and Family Office Unite to Accelerate Business Ventures, Investor Returns, and Impact

Presented by

Rashad McCants, Former NBA, Big3 Trilogy League, Founder, Hemp House Global, LLC and Vegano Energy, Inc.

Professional Athlete and Family Office Unite to Accelerate Business Ventures, Investor Returns, and Impact

Presented by

Shawne Merriman, 3X All-Pro, Former NFL Defensive Rookie of the Year, Entrepreneur, “Lights Out” Brand, Media, and Production

Professional Athlete and Family Office Unite to Accelerate Business Ventures, Investor Returns, and Impact

Presented by

Mike O’Connor, Former MLB Pitcher, NY Mets, Active Social and Financial Services Professional

Professional Athlete and Family Office Unite to Accelerate Business Ventures, Investor Returns, and Impact

Presented by

JT Thomas, 10 Year NFL Veteran, NY Giants, MBA, President of the J.T.Thomas Foundation, CEO, JT3, Inc.

Professional Athlete and Family Office Unite to Accelerate Business Ventures, Investor Returns, and Impact

Presented by

Jon Landry, Former NHL, New York Islanders, Active Fin-Tech, PE, and Angel Advisor

  • 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