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.

CONFERENCE FORMAT
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

7:00am

Registration / Information Desk Opens

7:15am

Exhibit Set Up

7:20am

Exhibit Hall / Session Rooms Open

7:20am

Networking Breakfast

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

8:25am

Opening Remarks

8:30am

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

Moderator

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

Panelists

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

9:10am

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

Moderator

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

Panelists

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’

Moderator

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

Panelists

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

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

10:00am

Networking Break and Refreshments

10:20am

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

Moderator

Marcia Nelson, Founding Partner, Triple C Advisory

Panelists

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

Moderator

Ronen Schwartzman, Chief Investment Officer, Cooper Family Office

Panelists

Vik Sakhalkar, CEO, BioAg

William Healy, Partner, Silver Spike Capital

Matt Hawkins, Managing Partner, Entourage Effect Capital

Duncan Mendelsohn, Founder, Good Seed Capital

11:00am

Capturing Opportunities in Private Credit: Debt and Direct Lending

Moderator

Victoria Vysotina, CIO, Multi-Family Office

Panelists

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

11:40am

Keynote Discussion

 

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

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)

12:20pm

Keynote Presentation

 

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

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

12:50pm

Networking Luncheon

2:10pm

Tracking the Smart Money: Family Office CIO/CEO Roundtable

Moderator

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

Panelists

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

Matthew Salloway, CEO, GSI Ventures (SFO)

Mary D'Souza, CIO, Misha Investments

3:00pm

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

Moderator

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

Panelists

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

Moderator

Tami Kesselman, Chief Solutions Strategist, Aligned Investing Global

Panelists

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

3:40pm

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

Moderator

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

Panelists

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)

4:40pm

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

Moderator

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

Panelists

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

5:30pm

Keynote Discussion

 

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

Moderator

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

Panelists

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

6:10pm

Networking Cocktail Reception

Sponsored by: Diamond Standard

4star
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 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