Family Office Winter Forum 2024

Convene, 360 Madison, New York, NY
March 4, 2024

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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 February 28, 2024

7:00 am

Exhibit Set-Up

7:30 am

Registration / Information Desk Opens

7:30 am

Exhibit Hall / Session Rooms Open

7:30 am

Networking Breakfast & Welcome Reception

 

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

8:20 am

Welcoming & Opening Remarks

Presented by

Comptroller Brad Lander, New York City Comptroller, City of New York

8:30 am

Family Office Structures & Best Practices: Managing A Family Office In Today’s World

Moderator

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

Panelists

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

Alan Baron, Managing Director, SS&C Technologies, Inc.

Simran Kang, Founder & CEO, MyFO

9:10 am

Track A: Unlocking Value: Strategies and Insights Into Real Estate Investing

Moderator

Aviva Pinto, Managing Director, Wealthspire Advisors (MFO)

Panelists

Peter Nicolas, Regional Vice President, Capital Markets, Bonaventure

David Shaffer, Managing Partner, WRC Advisors

Paul Sygrove, Chief Investment Officer, Swig Equities LLC (SFO)

Track B: Navigating Digital Assets & The Future Of The Blockchain To Impact Financial Markets And Corporate Adoption

Moderator

Peter Murrugarra, Co-Founder & President, Inti Capital

Panelists

Daniel Marcus, Founding Partner, Hustle Law

Raza Khan, Co-Founder, Be

Moran Bar-Kochva, Founder & Principal, Unison Capital

Jack Zumwalt, CEO & Co-CIO, Level III Capital

9:50 am

Track A: You Can Have It All: Sustainable Returns And A Sustainable Future

Moderator

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

Panelists

David Mullings, Founder & CEO, Blue Mahoe Capital

Rachel Oster, Owner & Principal, Diversion Strategies

Fiona Ma, CPA, California State Treasurer, State Treasurer's Office

Richard Zimmerman, Executive Director, Foundation House, Partner, WE Family Offices

Track B: Direct vs. Co-Investing Opportunities: Alpha Generating or Potential Pitfalls?

Moderator

Skip Ralph Coomber III, President, Coomber Family Estates (SFO)

Panelists

Anna Dayn, Managing Partner, New End

Carol Pepper, Chief Executive Officer & Founder, Pepper International LLC (MFO)

David Robb, Managing Director, Frontier Group (SFO)

Prashant Doshi, Founder, Shreem AI Corporation

10:30 am

Challenges In Private Equity & Venture Capital: Deal Structures + Opportunities In 2024

Moderator

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

Panelists

Hans Morris, Managing Partner, Nyca Partners

Max Anderson, Managing Partner, Saturn Five

Ryan McCalley, Managing Partner and Founder, SQN Venture Partners, LLC

Marc Weiss, Co-Founder & CIO, Open Field Capital

11:10 am

Keynote Fireside Chat: Meeting Threats to Stability

Presented by

Jonathan Granoff, President, Global Security Institute; World Summit of Nobel Peace Laureates Representative to the United Nations

Suzanne Spaulding, Former Under Secretary, Department of Homeland Security

11:40 am

Networking Break and Refreshments

 

Thank you to our Sponsors

12:00 pm

Private Credit, Debt and Direct Lending: Where Are Investors Finding Risk Adjusted Yield?

Moderator

Mary D'Souza, CIO, Misha Investments

Panelists

Drew Weinstein, Vice President, Investor Relations, Parkview Financial

Michael Tansley, CFO, Avana Companies

Tyler Washington, Senior Managing Partner, Society Venture Group

Dave Huey, CEO, Sound Capital

12:40 pm

Keynote Discussion

 

Navigating The Global Landscape: A Comprehensive Analysis of Macroeconomic Trends and Geopolitical Forecasts For The U.S. & International Arena

Moderator

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

Panelists

Charles Rettig, Former Commissioner, IRS

Michael Pugliese, Senior Economist-Director, Wells Fargo Corporate & Investment Banking

John Sitilides, Geopolitical Strategist, Trilogy Advisors, Senior Fellow for National Security, Foreign Policy Research Institute Diplomacy Consultant, U.S. Department of State (2006-2023)

Mitzi Perdue, Ukraine War Correspondent, Member of Perdue Chicken Family, Perdue Farms (SFO)

1:30 pm

Networking Luncheon

 

Thank you to our Sponsors

2:50 pm

Tracking the Smart Money: Family Office CIO & CEO Roundtable

Moderator

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

Panelists

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

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

3:30 pm

Opportunistic Alternative, Non-Correlated and Niche Strategies For Diversification In This ‘New’ Market Dynamic

Moderator

Peter Murrugara, Co-Founder & President, Inti Capital

Panelists

Stavros Koutsantonis, Managing Director, Conservation Resources

Howard Goodwin, M.D. - Managing Partner, Intrinsic Capital Partners

Juan Carlos Artigas, Global Head of Research, World Gold Council

4:10 pm

Hedge Funds & The Outlook For Active Management vs. Passive Investing

Moderator

Ronen Schwartzman, Chief Investment Officer, Cooper Family Office (SFO)

Panelists

Michael Robbins, Author, Quantitative Asset Management, Professor, Columbia University

Alex Captain, Founder and Managing Partner, Cat Rock Capital Management

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

4:50 pm

Keynote Discussion: Year 6 of Capital UNTAPPED Begins! – Going on its 6th year of delivering Powerful Keynotes and Compelling Panels – The Athletes Influence/Capital Untapped series profiles 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.

Moderator

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

Panelists

Shaun Alexander, 8-year NFL, 3X Pro Bowl, NFL MVP 2005, All-Decade Team, Author, Founder of PLP, Man of Faith, Father of 13

Marcus Trufant, 10-year NFL, Defensive Back Seattle Seahawks, All-Pro 2008, Active RE Investor (Self-Storage and Assisted Living), Media, Foundation on Education

Angela Ruggiero, 4X Olympic Medalist, Women’s Hockey, Inducted in Pro Hockey Hall of Fame, Hockey Operations Advisor - NY Rangers, Co-Founder of Sports Innovation Lab

Kevin Burnett II, 9-year NFL, active Real Estate Investor, HS School Coach, AI and HealthTech Entrepreneur, strategic partner of MedicalIP and the DeepCatch Technology

5:50 pm

Networking Cocktail Reception

 

Thank You to our Sponsors

1star
Convene
360 Madison Ave, New York, NY 10017, USA



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