Family Office Winter Forum Virtual 2021

Virtual
March 23, 2021 - March 24, 2021

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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 24, 2021

(Schedule Times are in EDT)

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

Track B: Luxury Cars, Movie Stars, & Real Estate: What do they all have in Common?

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

Radek Jezbera, CEO & Co-Founder, 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

Alan Hickey, Marketing Director, Setanta Asset Management

Samantha McLemore, Managing Member, Patient Capital

Charles Lemonides, Portfolio Manager, Valueworks LLC

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

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

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

(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

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

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.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net
  • 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