Family Office Winter Forum 2023

etc.venues 360 Madison, New York, NY
March 9, 2023

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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 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


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


Pierre duPont, Partner, Cerity Partners (MFO)

Thomas J. Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family
Office Practice Group, Handler Thayer, LLP

Kirby Rosplock, PhD, Founder & Chief Executive Officer, Tamarind Partners

9:20 am

Track A: Real Estate, Real Assets & Infrastructure Investing for the Decade


Kamil Homsi, Founder & Chief Executive Officer, GRC Investment Group (Dubai) (SFO)


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

Track B: Navigating Digital Assets & the Road of Regulation: The Future of the Blockchain


Peter Murrugarra, Head of Manager Due Diligence, ClearVest, LLC


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,

10:00 am

Fueling the Private Markets with Private Equity and Venture Capital: Deal Structures + Opportunities


Thomas J.A. Haug, CEO, Managing Member, Aspen Tree Advisory


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


Robert Cusack, Chief Financial Officer, EMB, LLC (SFO)


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?


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


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


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


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


Carol Schleif, Chief Investment Officer, BMO Family Office


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


Tami Kesselman, Impact Strategist & Executive Coach, Next Gen Success LLC


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)

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


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


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


Ronen Schwartzman, Chief Investment Officer, Cooper Family Office


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?


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


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
Hughes brings Professional Athletes from the NFL and NBA to share how they are each
using their Ideas and Inspiration, along with their Investment and Influence Capital, to
drive greater Impact and Return on Investments in affordable housing, community
development, closing the racial wealth game and content production and streaming


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


Shawn Springs, 13 year NFL/Pro-Bowl/Founder/CEO of Windpact

Gary Forbes, 12 year Professional Basketball; International & NBA, 2008 Atlantic 10
Player of the Year (UMass),
Creator/Founder of Sole Survivor, President of Coast to Coast Sports Group

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!

etc.venues 360 Madison
360 Madison Ave., New York, NY 10017

See suggested nearby hotels below.

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