Family Office Winter Forum Virtual 2021
Virtual
March 23, 2021 - March 24, 2021
Opal Group is proud to host our 8th Annual Family Office Winter Forum (virtual) taking place on March 23-24, 2021. This event will address what has happened in the current financial investment marketplace since the outbreak of COVID-19 over the last 12 months and into 2021, as it pertains to family offices and their investments. Discussions will cover a wide variety of investment topics including both traditional and alternative investment asset classes, including direct investing, impact investing, non-correlated assets, and many more.
Please join us on this journey to navigate the financial future of the family office world by attending and sharing thoughts on best practices and directions of what needs to be accomplished to secure the stability for family offices in the present and future.
To request our current agenda, participant list and sponsors
Speaker List Current as of
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(Schedule Times are in EDT) |
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| 8:00am |
Conference Opens |
| 8:55am |
Opening Remarks |
| 9:05am |
A Global Macroeconomic and Geopolitical Outlook: State of the Global Economy and International Affairs
Moderator
James Rosebush, Chief Executive Officer, Intersection Impact Fund/The Wealth and Family Office Management Group (SFO)
Panelists
Markus Schuller, Founder, Managing Partner, Panthera Solutions Stacey Dion, Managing Director & Global Head of Government Affairs, The Carlyle Group |
| 9:45am |
Networking Break |
| 10:00am |
Family Office Structure Challenges: Setting the Stage for Managing a Family Office in Today’s World
Moderator
Dr. Alexandra Cook, CPA, CGMA, CFF, AAIA, Managing Director, Sunburst Enterprises, LLC (SFO)
Panelists
Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory Marc Shuster, Partner, Berger Singerman David Coad, Sales Director, North America, Linedata |
| 10:40am |
Networking Break |
| 10:50am |
Analyzing Direct Deal Pipelines vs. Co-Investments vs. Commingled Funds
Moderator
Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO)
Panelists
Brian Weiner, Managing Partner, Audent Family Wealth Advisors LLC Vicki Farrar, CEO, Light Line Medical |
| 11:30am |
Networking Break |
| 11:40am |
A Systematic and Tactical Investment Approach to Alternative Investing in any Environment Heeten Doshi, Managing Partner, Doshi Capital Management |
| 12:00pm |
Networking Break |
| 12:10pm |
Non-Correlated/Niche Alternative Fund Strategies and Sectors that Help with Diversification Efforts
Moderator
Ron Diamond, CEO, Diamond Wealth Strategies
Panelists
Phillip Vitale, Chief Executive Officer, Evolytical LLC Tom Watts, Managing Partner & Founder, Radius Capital Partners CJ Finnegan, Founder & CEO, Plotinus Asset Management Julian Koski, Co-Founder, Chief Investment Officer, New Age Alpha LLC |
| 12:50pm |
Networking Break |
| 1:00pm |
“Bear, Bull, Wolf and Eagle Markets” Jesse Mackey, Chief Financial Officer, 4Thought Financial Group |
| 1:20pm |
Networking Break |
| 1:30pm |
Track A: “Generating Alpha with a less correlated investment strategy in public equities” Ravi Kiran Goli, Founder & Portfolio Manager, multiply |
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Track B: Luxury Cars, Movie Stars, & Real Estate: What do they all have in Common? Charlie Dombek, CPA, President & Chief Client Officer, KEYCITY CAPITAL |
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| 1:50pm |
Networking Break |
| 2:00pm |
Track A: Capturing Opportunities in Alternative Credit & Debt Market amid the COVID -19 Fallout
Moderator
Jeff Toper, Head of Private Credit Research, Cliffwater
Panelists
Theodore L. Koenig, President & CEO, Monroe Capital LLC George Souri, CEO, LQD Business Finance Radek Jezbera, CEO & Co-Founder, Kilde Dan Clare, Partner, Constitution Capital Partners |
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Track B: Equity Market Allocation Strategies: Where are the Markets Heading and What Should We Know Moving Forward?
Moderator
Biff Pusey, Jr., JD, Partner, Kimble Advisory (MFO)
Panelists
Alan Hickey, Marketing Director, Setanta Asset Management Samantha McLemore, Managing Member, Patient Capital Charles Lemonides, Portfolio Manager, Valueworks LLC |
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| 2:40pm |
Networking Break |
| 2:45pm |
Track A: International & Emerging Market Strategies: Where Should You Be Looking and What to be on the Lookout for in the Future?
Moderator
Jack Moore, Managing Partner, Harpswell Capital Advisors, LLC
Panelists
Ken Grams, Managing Director, Kinetiq Group David Mullings, Founder, Chairman & CEO, Blue Mahoe Capital Partners Horacio Valeiras CFA, CEO, Frontier Global Partners, LLC |
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Track B: Real Estate Investing: Building, Balancing and Adjusting Your Portfolio for Long-Term Driven Returns
Moderator
Thomas Wiese, Senior Managing Director, Lombard International
Panelists
Ian Selig, AVP Investor Relations, Safehold Josh Roach, Managing Partner and Family Principal, Lloyd Capital Partners (SFO) Jason Bordainick, Co-Founder & Managing Partner, Hudson Valley Property Group Jon Dishotsky, CEO, Starcity |
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| 3:25pm |
Networking Break |
| 3:30pm |
EMPWR: Performance. Diversity. Impact. Innovation Lisa Langley, CEO & Founder, Emerge Capital Management |
| 3:50pm |
Networking Break |
| 3:55pm |
Cannabis The Trojan Horse: High Growth Without Touching the Plant Garyn Angel, CEO & Founder, Magical Brands |
| 4:15pm |
Networking Break |
| 4:20pm |
Investing in Women Leaders Alyse Nelson, President and CEO, Vital Voices Global Partnership Mitzi Perdue, Philanthropist |
| 4:50pm |
Networking Break |
| 4:55pm |
How Responsible and Sustainable Impact Strategies Drive Long Term Returns
Moderator
Guy Hopgood, Director, bfinance US
Panelists
Esther Pan Sloane, Head of Partnerships, Policy and Communications, UNCDF Alexander Golding, President, Lawrence Golding Foundation Simon Littlewood, Director, Li Family Office (SFO) Alex Crowell, Partner, PureTerra Ventures |
| 5:35pm |
Networking Break |
| 5:40pm |
Keynote Interview with Prabhat Pani, Senior Advisor - Partnerships and Technology, Tata Trusts
Interviewed by
Michael TS Lindenmayer, Special Advisor, The Tata Trusts |
| 6:10pm |
Virtual Networking ‘Zoom’ Reception |
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(Schedule Times are in EDT) |
|
| 8:00am |
Conference Opens |
| 8:40am |
Closed Door Family Office Breakout Session (Family Offices Only. Closed to Managers and Service Providers)
Session Facilitator
Kirby Rosplock, Ph.D., Founder & Chief Executive Officer, Tamarind Partners |
| 9:25am |
Opening Remarks |
| 9:30am |
What is in the Secret Sauce? Sourcing Opportunities & Due Diligence in Today’s Market
Moderator
Courtney Birnbaum, Senior Advisor, Cooper Family Office
Panelists
Brian DeLucia, Managing Partner, Arrivato LLC (SFO) Gaurav Bhandari, Managing Partner & CIO, Long Arc Capital Andrea Gentilini, PhD, CEO, Novus |
| 10:05am |
Networking Break |
| 10:10am |
The Light Line Engine That Could – Preventing Catheter Associated Infections Vicki Farrar, CEO, Light Line Medical Perry Croll, Chief Engineering Officer, Light Line Medical |
| 10:35am |
Track A: Opportunity Zones & the Impact of Tax Reform on Real Estate Strategies: Market Level Update
Moderator
Mark Elliott, Managing Partner, South Carolina Opportunity Fund
Panelists
Jose Torres Monllor, Managing Partner, Monllor Capital Partners LLC Emily Lavery, Legislative Assistant, U.S. Senator Tim Scott's Office |
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Track B: Making a Case for Digital Assets: Investing in Cryptocurrency and Building on the Blockchain
Moderator
Nisa Amoils, Managing Partner, A100x
Panelists
Zach Resnick, Managing Partner, Unbounded Capital James Sowers, Executive Director, Sowers Family Investments (SFO) / Greater Good Society John W. O’Brien, Jr., CEO, O’Brien Investment Group Kent Yan, Founder & CEO, TraDove |
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| 11:05am |
Networking Break |
| 11:10am |
Generating Alpha with Venture Capital
Moderator
Skip Coomber, III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office (SFO)
Panelists
Saguna Malhotra, Partner, Adams Street Partners Judy Lee, General Manager, SVTC + Constellar Ventures (SFO) Jeff Pomeranz, Managing Director, Right Side Capital |
| 11:50am |
Networking Break |
| 12:00pm |
Analyzing Portfolio & Investment Risk in 2021: A Conversation with LP’s and GP’s
Moderator
Kamil Homsi, Founder & Chief Executive Officer, GRC Investment Group (Dubai) (SFO)
Panelists
Paul Feinstein, Managing Partner & Founder, Audent Global Asset Management Ian Morley, Chairman, Wentworth Hall Family Office (SFO) Carol Pepper, CEO & Founder, Pepper International LLC (MFO) |
| 12:40pm |
Networking Break |
| 12:50pm |
Using Volatility as an Indicator Chad Glauser, Portfolio Manager, Alpine Quantitative Investment Fund, LP |
| 1:10pm |
Networking Break |
| 1:20pm |
Building Wealth For Generations: The SAFE way to Invest in Real Estate Ian Selig, AVP Investor Relations, Safehold |
| 1:40pm |
Networking Break |
| 1:50pm |
Investing in Social Housing as an alternative to UK government Bonds Dan Dobry, Chairman of The Board, Global Net |
| 2:10pm |
Exhibitor Showcase and Networking Break |
| 3:00pm |
Tracking the Smart Money: Family Office CIO/CEO Roundtable
Moderator
Sandip Bhagat, Chief Investment Officer, Whittier Trust Company (MFO)
Panelists
Jonathan M. Bergman, CFP®, President, TAG Associates (MFO) Clark Cheng, Chief Executive Officer and Chief Investment Officer, Merrimac Corp. Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO) |
| 3:40pm |
Networking Break |
| 3:50pm |
Finding Higher Returns Through Business Loan Investing Opportunities George Souri, CEO, LQD Business Finance |
| 4:10pm |
Networking Break |
| 4:15pm |
Innovation as an Asset Class and the Role of Innovation as a Key Component of Portfolios Brad Neuman, Senior Vice President, Director of Market Strategy, Fred Alger & Company |
| 4:35pm |
Networking Break |
| 4:40pm |
Family Governance and The Family Office: Planning for the Next Generation
Moderator
James Leach, President, Leach Family Holdings (SFO), Rhode Island PBS Foundation
Panelists
Susan R. Schoenfeld, JD, LL.M. Tax, CPA, MBA, CEO/ Founder, Wealth Legacy Advisors LLC Kelly Maregni, CFP, Chief Advisory Office and Executive Managing Director, Pathstone Kirby Rosplock, Ph.D., Founder & Chief Executive Officer, Tamarind Partners |
| 5:20pm |
Networking Break |
| 5:25pm |
All-Star Athletes Raise the Technology, Resources and Impact Game to Dominant Returns for Family Office Investors
Danny Hughes, Creator of Athletes Influence and co-founder of LOHAS Advisors, raises the bar once again to bring two Hall-of-Fame All-Stars from the NBA and NFL; Dikembe Motumbo and Thomas Jones to share their endeavors beyond the court and field to make even a greater impact in the communities and the world.
Come listen, learn and be inspired by how Dikembe is using his global brand and reach into The DRC, the continent of Africa and the world, to invest in Mining resources that power electric cars, closing the racial wealth gap via AI and Quantum Computing. And how Thomas has used his NFL career to springboard into film/tv entertainment as an Actor, Writer, Producer and Director, and has passion for technology to launch LVL as a mobile and social media platform to support creative communities’ engagement and re-engagement into the workforce.
Moderator
Daniel Hughes, Founder/Co-creator of Athletes Influence, Partner, LOHAS Advisors
Panelists
Dikembe Mutombo, 18-year NBA Career/HOF, Partner of AVMA; initiatives in The DRC/Alternative Energy/Cobalt/BlueTech Investments and AQI Thomas Q. Jones, NFL Perennial All-Star Running Back, 10,000 plus career rushing yards, Actor, Director, Writer, Producer and tech CEO |
| 6:00pm |
Closing Remarks |
| 6:00pm |
Virtual Networking Cocktail Reception |
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Registration Pricing
| 1 user/pass | |
|---|---|
| GP Fund Managers / Service Providers | $295 |
| Family Office Allocator - End-Only Family Offices over $100M in AUM**, Non-Discretionary Consultants, Endowments, and Foundations can be verified for complimentary access (must be LP allocators to 3rd party fund managers) | Complimentary* |
| Discounted pricing on multiple passes available. Please contact your Opal Representative or info@opalgroup.net for additional details. |
*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, Fund Providers as well as Business Development, Sales and Marketing Managers to 3rd 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.
- 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
