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 February 10, 2023
| 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 |
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
