Family Office Winter Forum 2023
etc.venues 360 Madison, New York, NY
March 9, 2023
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 5, 2023
| 7:00 am |
Exhibit Set-Up |
| 7:00 am |
Registration / Information Desk Opens |
| 7:20 am |
Exhibit Hall / Session Rooms Open |
| 7:20 am |
Networking Breakfast Join us in Celebration and Recognition of International Women’s Day |
| 8:20 am |
Welcoming & Opening Remarks
Presented by
Adrienne Harris, Superintendent, New York State Department of Financial Services |
| 8:30 am |
Family Office Structure Challenges: Managing a Family Office in Today’s World
Moderator
Susan R. Schoenfeld, JD, LL.M. Tax, CPA, MBA, CEO/ Founder, Wealth Legacy Advisors LLC
Panelists
Pierre duPont, Partner, Cerity Partners (MFO) Thomas J. Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Kirby Rosplock, PhD, Founder & Chief Executive Officer, Tamarind Partners |
| 9:20 am |
Track A: Real Estate, Real Assets & Infrastructure Investing for the Decade
Moderator
Kamil Homsi, Founder & Chief Executive Officer, GRC Investment Group (Dubai) (SFO)
Panelists
Belinda G. Schwartz, Partner; Chair, Real Estate Department, Herrick, Feinstein LLP Greg Kraut, Co-Founder & CEO, KPG Funds Matt Brady, CEO & Co-Founder, Willow Creek Partners Michael Gallagher, Real Estate Portfolio Manager, Prelude Capital |
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Track B: Navigating Digital Assets & the Road of Regulation: The Future of the Blockchain
Moderator
Peter Murrugarra, Head of Manager Due Diligence, ClearVest, LLC
Panelists
Dail St. Claire, President & Sr. Advisor, St. Claire Consultants, LLC Wendy Diamond, Founder & CEO, LDP Ventures, WEDO Eric Chen, Co-Founder, Injective Labs Matthew Cloete, CMO and Co-Founder, Balance, Co-Founder, Liqdnft.com |
|
| 10:00 am |
Fueling the Private Markets with Private Equity and Venture Capital: Deal Structures + Opportunities
Moderator
Thomas J.A. Haug, CEO, Managing Member, Aspen Tree Advisory
Panelists
Jeffrey Reals, Managing Director, Performance Equity Management, LLC Biff Pusey, Member, CrossGrain Family Investments Jonathan Strimling, Chairman & CEO, CleanFiber Darren Berkowicz, Managing Director and Head of, SS&C Family Office Services |
| 10:40 am |
Networking Break and Refreshments
Sponsored by: West Ocala OZ |
| 11:00 am |
Capturing Opportunities in Private Credit, Debt and Direct Lending During Raising Interest Rates
Moderator
Robert Cusack, Chief Financial Officer, EMB, LLC (SFO)
Panelists
Mary D'Souza, CIO, Misha Investments Alex Horn, Managing Partner, BridgeInvest Kevin Price, CIO, Southern Oak Capital |
| 11:40 am |
State of the Public Markets: Are Funds & Active Management Delivering for Investors?
Moderator
Abigail Laufer, Chief Executive Officer, Ferguson Family Office (SFO)
Panelists
Ted Katramados, Director/Associate Portfolio Manager, TAG Associates (MFO) Michael M. Pompian, CFA, Founder and CIO, Sunpointe Investments John Bailey, Founder & CEO, Lumenai Investments |
| 12:20 pm |
Keynote Discussion
A Global Macroeconomic and Geopolitical Forecast: 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
Michael Robbins, Chief Investment Officer (CIO) & Chairman of the Investment Committee, Larson Financial Greg Goldner, Founder & Managing Partner, RESOLUTE. Public Affairs Tara Hariharan, Managing Director, Global Macro Research, NWI Management LP |
| 1:00 pm |
Networking Luncheon |
| 2:10 pm |
Tracking the Smart Money: Family Office CIO/CEO Roundtable
Moderator
Carol Schleif, Chief Investment Officer, BMO Family Office
Panelists
Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO) Carol Pepper, Chief Executive Officer & Founder, Pepper International LLC (MFO) Sumit Handa, Managing Director & Partner, Pennington Partners (MFO) Clark Cheng, Chief Executive Officer and Chief Investment Officer, Merrimac Corp (SFO) |
| 3:00 pm |
Track A: How Responsible and Sustainable Investment Strategies Continue to Drive Long Term Returns & Impact for Society
Moderator
Tami Kesselman, Impact Strategist & Executive Coach, Next Gen Success LLC
Panelists
Diana Ayton-Shenker, CEO & Founder, Global Momenta / Leonardo, Int’l Society of Art, Science & Technology Richard Zimmerman, Partner, WE Family Offices, Executive Director, Foundation House Francie Heller, Member, Board of Trustees, Furman University Endowment Mitzi Perdue, Chair, Education Committee, Perdue Farms (SFO) |
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Track B: Going Direct vs. Co-Investing vs. Commingled Fund Structures
Moderator
Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO)
Panelists
Ron Diamond, CEO, Diamond Wealth Strategies Olga Yermolenko, Partner, OY Group Brian DeLucia, Managing Partner, Arrivato, LLC (SFO) |
|
| 3:40 pm |
Tax Advantaged Investing: Economic Opportunity Zones to Support Community Development
Presented by
Dennis Michaud, President, West Ocala OZ |
| 4:00 pm |
Opportunistic Alternative, Non-Correlated and Niche Strategies for Diversification in Uncertain Market Environments
Moderator
Ronen Schwartzman, Chief Investment Officer, Cooper Family Office
Panelists
Jason O'Donnell, President & Chief Investment Officer, CFI Fund Hugh Tawney, Director, RiverRock Funds Sara Blackmer, Senior Partner, Solyco Capital Philip Hilal, Founder and Portfolio Manager, Clearfield Capital Management Chris Okada, CEO, Okada & Company |
| 4:50 pm |
Healthcare & Life Sciences Investment Outlook: How Should Investors Invest in the Healthcare Sector?
Moderator
Wendy Craft, Chief of Staff, Fulcrum Equities, LLC (SFO)
Panelists
Gary Gentges, EVP Corporate Development, Kineta, Inc. Michael Nelson, Co-Founder & CEO, Intrommune Therapeutics |
| 5:30 pm |
Keynote Discussion
Capital UNTAPPED! – How Professional Athletes are using their Innovation, Investing and INFLUENCE Capital to drive Business and Impact Ventures, and how the Family Office investor community can partner to elevate respective projects and accelerate Return on Investments.
Turning to the next chapter in the Athlete’s Influence/Capital Untapped Series, Danny
Moderator
Daniel Hughes, Founder/Co-creator of Athletes Influence, Partner, LOHAS Advisors
Panelists
Shawn Springs, 13 year NFL/Pro-Bowl/Founder/CEO of Windpact Gary Forbes, 12 year Professional Basketball; International & NBA, 2008 Atlantic 10 Markus Golden, Active NFL - Arizona Cardinal, NY Giants (2019), active Impact Investor, Entrepreneur, elevating St. Louis projects - Evolution STL, Stone Ledge Distillery - MO. Derrick Chambers, Chairman of Youth Leadership Foundation, Former NFL – Jacksonville Jaguars & Carolina Panthers |
| 6:10 pm |
Networking Cocktail Reception
Thank You to Our Sponsors! |
SUGGEST NEARBY HOTELS
Sofitel New York Hotel
0.2 miles
Andaz 5th Avenue
0.2 miles
Hyatt Grand Central New York
0.4 miles
Intercontinental New York Barclay
0.4 miles
The Lexington Autograph Hotel
0.4 miles
Waldorf Astoria
0.5 miles
Courtyard by Marriott New York Manhattan/Fifth Avenue
0.3 miles
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.
- 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
