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 March 1, 2021
|
(Schedule Times are in EST) |
|
| 8:00am |
Conference Opens |
| 8:55am |
Opening Remarks |
| 9:00am |
A Global Macroeconomic and Geopolitical Outlook: State of the Global Economy and International Affairs
Panelist
Markus Schuller, Founder, Managing Partner, Panthera Solutions |
| 9:40am |
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 Executive Expert, 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 TBA, Centerboard Securities |
| 11:30am |
Networking Break |
| 11:40am |
Standalone Presentation 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 TBA, Radius Capital Partners CJ Finnegan, Founder & CEO, Plotinus Asset Management TBA, 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 |
|
Track B: Presentation Charlie Dombek, CPA, President & Chief Client Officer, KEYCITY CAPITAL |
|
| 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 TBA, Kilde Dan Clare, Partner, Constitution Capital Partners |
|
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
TBA, Setanta Asset Management Samantha McLemore, Managing Member, Patient Capital |
|
| 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
TBA, Centerboard Securities TBA, Kinetiq TBA, Blue Mahoe Capital Partners Horacio Valeiras, CEO, Frontier Global Partners, LLC |
|
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, Manager Investor Relations, Safehold Josh Roach, Managing Partner and Family Principal, Lloyd Capital Partners (SFO) |
|
| 3:25pm |
Networking Break |
| 3:30pm |
Standalone Presentation TBA, Emerge Capital Management |
| 3:50pm |
Networking Break |
| 3:55pm |
Standalone Presentation Garyn Angel, CEO & Founder, Magical Brands |
| 4:15pm |
Networking Break |
| 4:20pm |
Keynote Interview 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
Panelist
Esther Pan Sloane, Head of Partnerships, Policy and Communications, UNCDF |
| 5:35pm |
Networking Break |
| 5:45pm |
Keynote Interview Prabhat Pani, Senior Advisor - Partnerships and Technology, Tata Trusts |
| 6:15pm |
Virtual Networking ‘Zoom’ Reception |
|
(Schedule Times are in EST) |
|
| 8:00am |
Conference Opens |
| 8:45am |
Virtual Private Closed Door Breakout Sessions for Family Offices (Family Offices ONLY) |
| 9:25am |
Opening Remarks |
| 9:30am |
What is in the Secret Sauce? Sourcing Opportunities & Due Diligence in Today’s Market
Panelists
Brian DeLucia, Managing Partner, Arrivato LLC (SFO) TBA, Long Arc Capital |
| 10:00am |
Networking Break |
| 10:10am |
Standalone Presentation Vicki Farrar, CEO, Light Line Medical |
| 10:30am |
Track A: Opportunity Zones & the Impact of Tax Reform on Real Estate Strategies: Market Level Update |
|
Track B: Making a Case for Digital Assets: Investing in Cryptocurrency and Building on the Blockchain
Panelist
Zach Resnick, Managing Partner, Unbounded Capital Arthur C. Salzer, Chief Executive Officer & Chief Investment Officer, Northland Wealth Management (MFO) |
|
| 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
Brijesh Jeevarathnam, Co-Head of Global Venture Fund Investments, 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
Panelists
Paul Feinstein, Managing Partner & Founder, Audent Global Asset Management Ian Morley, Chairman, Wentworth Hall Family Office (SFO) |
| 12:40pm |
Networking Break |
| 12:50pm |
Standalone Presentation TBA, Alpine Quantitative Investment Fund, LP |
| 1:10pm |
Networking Break |
| 1:20pm |
Standalone Presentation Ian Selig, Manager 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 |
Networking Break |
| 2:20pm |
Keynote Interview/Fireside Chat |
| 2:50pm |
Networking Break |
| 3:00pm |
Tracking the Smart Money: Family Office CIO/CEO Roundtable
Panelists
Jonathan M. Bergman, CFP®, President, TAG Associates (MFO) Clark Cheng, Chief Executive Officer and Chief Investment Officer, Merrimac Corp. |
| 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 |
Standalone Presentation TBA, 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
Panelist
Susan R. Schoenfeld, JD, LL.M. Tax, CPA, MBA, CEO/ Founder, Wealth Legacy Advisors LLC |
| 5:20pm |
Networking Break |
| 5:25pm |
Keynote Panel |
| 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
