Family Office Winter Forum 2022

Marriott Marquis, New York, NY
March 8, 2022

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The Big Apple is host to Opal Group’s Family Office Winter Forum. Held in one of the world’s largest financial capitals, this 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. *Only Standalone Speakers will be allowed to use PowerPoints for educational purposes, but cannot pitch products.

Opal Group's Family Office Forum Experience

To request our current agenda, participant list and sponsors

Current as of March 1, 2022


Registration / Information Desk Opens


Exhibit Set Up


Exhibit Hall / Session Rooms Open


Networking Breakfast

Join us in Celebration and Recognition of International Women’s Day


Opening Remarks


Family Office Structure Challenges: Managing a Family Office in Today’s World


Thomas Wiese, President of Institutional Solutions, Crown Global Insurance Group LLC


Susan R. Schoenfeld, JD, LL.M. Tax, CPA, MBA, CEO/ Founder, Wealth Legacy Advisors LLC

Jared Feldman, Partner and Leader, Anchin Private Client

Pierre duPont, Partner, Cerity Partners (MFO)

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


Track A: Making a Case for Digital Assets: Investing in the Blockchain and Crypto-Currencies


Sarah Hammer, Managing Director, Initiative on Diversity & Inclusion, The Wharton School


Zach Resnick, Managing Partner, Unbounded Capital

Tim Stoddart, Head of Sales, SymbridgeVictoria Vysotina

Wilfred Daye, Head, Securitize Capital

John Key, Managing Director, Partnerships, Valkyrie

Laya Khadjavi, Global Head of Business Development & Client Relations, Menai

Track B: Real Estate Investing: Opportunities to Balance and Adjust Your Portfolio for the ‘New Normal’


Abigail Laufer, Chief Executive Officer, Ferguson Family Office (SFO)


Belinda G. Schwartz, Partner; Chair, Real Estate Department, Herrick, Feinstein LLP

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


Networking Break and Refreshments


Track A: Driving Growth with Private Equity and Venture Capital: Deal Structures + Opportunities


Marcia Nelson, Founding Partner, Triple C Advisory


Ken Krull, Founder, Quatere Capital

Lee Gardella, Head of Private Equity North America, Schroders Capital

Adrian Mendoza, Founder & General Partner, Mendoza Ventures

Track B: Looking into Cannabis and Alternative Health & Wellness Investing


Ronen Schwartzman, Chief Investment Officer, Cooper Family Office


Vik Sakhalkar, CEO, BioAg

William Healy, Partner, Silver Spike Capital

Matt Hawkins, Managing Partner, Entourage Effect Capital

Duncan Mendelsohn, Founder, Good Seed Capital


Capturing Opportunities in Private Credit: Debt and Direct Lending


Victoria Vysotina, CIO, Multi-Family Office


Zack Ellison, Managing General Partner, Applied Real Intelligence LLC (“A.R.I.”)

Mihai Florian, Senior Portfolio Manager, RBC Global Asset Management

Frank Kotsen, CFA, Partner and Head of Credit, Silver Spike Capital

James Robertson, Vice President – Private Debt, Atel Capital Group


Keynote Discussion


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


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


Simon Littlewood, Director, Li Family Office (SFO)

Stacey Dion, Managing Director & Global Head of Government Affairs, The Carlyle Group

Sandip Bhagat, Chief Investment Officer, Whittier Trust Company (MFO)


Keynote Presentation


UKRAINE CRISIS: Russia, China and the Geopolitics of the 2020’S

Jonathan Ward, Founder, Atlas Organization; Author China's Vision of Victory


Networking Luncheon


Tracking the Smart Money: Family Office CIO/CEO Roundtable


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


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

Matthew Salloway, CEO, GSI Ventures (SFO)

Mary D'Souza, CIO, Misha Investments


Track A: Going Direct vs. Co-Investing vs. Commingled Fund Structures


Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory


Olga Yermolenko, Partner, OY Consulting Group

David Robb, Managing Director, Frontier Group (SFO)

Aman Verjee, General Partner, Practical Venture Capital

Anna Dayn, Managing Partner, New End

Track B: How Responsible and Sustainable Impact Strategies Drive Long Term Returns


Tami Kesselman, Chief Solutions Strategist, Aligned Investing Global


Wendy Diamond, Founder & CEO, LDP Ventures/WEDO

Paul Ellis, Founder, Paul Ellis Consulting

Leah Zveglich, Executive Director, Aster Impact

Dan Katz, Co-Founder, Amberwave Partners


Opportunistic Alternative, Non-Correlated and Niche Strategies – Diversification in Uncertain Market Environments


Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO)


Allen Sukholitsky, CFA, Chief Investment Officer, MW Capital Group

Michael Abraham, Founder, IDF Platforms

Tim Partridge, Managing Director, Altera

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


Investing in Health & The Healthcare Sector: Where are the Opportunities?


Wendy Craft, Chief of Staff, Fulcrum Equities, LLC (SFO)


Craig Philips, President, Kineta, Inc.

Dr. Andrew Holman, Co-Founder & CEO, Inmedix, Inc.

David Narrow, CEO, Sonavex

Michael Nelson, Co-Founder & CEO, Intrommune Therapeutics

Jamie Karraker, CEO, Alto Pharmacy


Keynote Discussion


Professional Athlete Using their Innovation, Investing and Influence Capital to Partner with Family Offices to Deliver Impact, Results and Greater Investor Returns


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

LeSean McCoy, 12-year NFL, 2X Super Bowl Champion, 6X Pro Bowl, Co-Founder Vice Capital, Real Estate Developer

LeRon McCoy, NFL, Active RE Developer, Co-Founder Vice Capital

Shawne Merriman, 3X All-Pro, Former NFL Defensive Rookie of the Year, Entrepreneur “Lights Out” brand, media & production


Networking Cocktail Reception

Sponsored by: Diamond Standard

Marriott Marquis
1535 Broadway, New York, NY, 10036, US

Room Rate $279
Exclusive of taxes, currently 14.75% plus $3.50 Occupancy tax per room per night

• Rooms are available only to those participants who are registered conference attendees.
• Rooms will not be guaranteed without a credit card.
• Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
• The name on the form will be the name of the guest room.

Registration Pricing

Standard Rate
Managers/Service Providers $2,895
True End Only Family Offices, Non-Discretionary Consultants, Endowments, and Foundations can be verified for complimentary access* (must be allocators to 3rd party fund managers) Complimentary*

***Institutional End-Investors include: organizations that are solely investing on their own behalf in alternatives and do not sell any alternative investment products or services to clients including; sovereign wealth funds, pension funds, endowments, foundations, family offices, private clients and treasury.

*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 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
  • 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