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Family Office Winter Symposium

Family Office Winter Forum
A Private Wealth Series Event

March 10, 2015
New York Marriott Marquis, New York, NY
Add The Family Office Winter Forum To Your Outlook Calendar
Register Now for the Family Office Winter Symposium
(Agenda current as of 3-9-15)
  Conference Details:
As part of the Private Wealth Series, the Family Office Winter Forum will explore the challenges and opportunities associated with investing in emerging markets, alternative investments, real estate, direct energy, numerous other asset classes and will also address many of the softer issues related to the family office such as tax and regulation, asset protection, philanthropy, structuring a family office, and many more.

With today's changing landscape in the wealth industry, family offices are becoming more and more prevalent. A family office or single family office (SFO) is a private company, separate from the family business that manages investments and trusts for a single family. The company's financial capital is the family's own wealth, often accumulated over many family generations. A traditional family office is a business run by and for a single family. Its sole function is to centralize the management of a significant family fortune. Typically, these organizations employ staff to manage investments, taxes, philanthropic activities, trusts, and legal matters. The purpose of the family office is to effectively transfer established wealth across generations. The family office invests the family's money, manages all of the family's assets, and disburses payments to family members as required.

Today's new wave of generational wealth is developing at a rapid pace all over North America and in many areas of the world. We are starting to see a shift in market dominance and the direction many high net worth families are taking with their investments. With, a rise in the need to include philanthropic endeavors into a family's portfolio and making investments from an impact investing standpoint, soft issues are just as important as investment management to the family office now more than ever.

Come and join us for a highly intense day of engaging discussions on the latest investment trends and soft issues with some of the most well established and senior Family offices, Private investors, money managers, and private wealth service providers from around the globe.

This family office conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. Power Point presentations are prohibited.

The GAFM Global Academy of Finance & Management™ is the world's fastest growing professional society with approximately 50,000 members in over 150 countries hosting and accrediting certification training worldwide and offering exclusive board certified designations to candidates who meet the highest professional standards and assessment criteria.

The GAFM will grant full annual CE (7.5 Credits for 1 day, 15 Credits for 2 days) for those who attend this conference.

  • CWM™ Chartered Wealth Manager®
  • MFP™ Master Financial Planner®
  • AFA™ Accredited Financial Analyst®
  • CTEP™ Chartered Trust and Estate Planner®
  • CITA™ Certified International Tax Analyst™

* All certification courses available directly online from an accredited law school program

Global Academy of Finance & Management

Click here for more info

  Who Should Attend:
  • 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
  Testimonials From Past Event:
"The Opal Forum was an exceptional gathering of top family office managers and the various professionals whose services support the family office world, all presented in a manner that created an excellent opportunity for the transfer of their considerable knowledge to the conference attendees."
- - Mike Van Buren, Gateway Financial Partners
"A very well conceived and executed conference."
- - Thomas Handler, Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP
  Past Industry Representation:
Chart I: Investors versus Managers/Service Providers

Chart II: Type of Investors
  Hotel Info:
New York Marriott Marquis
1535 Broadway
New York, NY, 10036
(212) 398-1900
  Online Hotel Reservation
  • 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.
We are pleased to announce that the Opal room block is open and we are accepting reservations. Please click on the ONLINE HOTEL RESERVATION link to book your room. The hotel will not accept individual call-ins.
  Conference Registration Prices:
  Standard Rate
Asset Managers & Service Providers $2,495
***Institutional End-Investors
(subject to qualification)
Registration price reflects $100 online discount.
Register Now for the Family Office Winter Symposium
*** 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 Financial Group's approval. Eligibility will be verified.
  Sponsorship, Exhibition & Speaking Opportunities
212-532-9898 x 0
Email: info@opalgroup.net
  Luxury Sponsor:
PlaneClear The Resort At Paws Up
  Executive Sponsor:

Berkeley Research GroupKagin'sMSR Indices

  General Sponsors:

522 Capital Partners Alambic Investment Management Alidade Capital Atlas Banc Battery Park EntertainmentBowery Investment Management, LLC Business Instincts GroupCarolina Financial SecuritiesCustomers Bank DFG Investment Advisers, Inc. (DFG) First Trust Forester Capital Golub CapitalGSV Joule Assets KG Funds Management, LLC Lateral Investment Management Neuberger Berman OppenheimerFunds® Philadelphia Financial Polar SecuritiesRMWC SALI Fund Services Single Oak VenturesSpruce Investment Advisors Standard & Poor's Money Market Directories SunBelt Land Management TFS Tiburon Capital Management WallachBeth Winged Keel Group

  Exhibitor Sponsor:
BRC Investment Management Corsair Capital GWG Life Investors Preferred Life Isis Financial Systems Zurich Global Life
  Media Partners:
AllAboutRisk Alpha Journal Around Wall Street Hedge Fund Search BloombergBRIEF Canadian Venture Capital & Private Equity Association Capital Hedge CFI.co Infrastructure & Project Finance Investment, Europe 2015 Daily DAC Events in America Global Banking Finance ReviewHedgeCo Hedge Connection Hedge Fund Alert HFObserver International Alternative Investment Review IFC Review IntegriDATA Investing LDJ Capital Markets and Markets MicroCapital Milltrust Preqin PrivateBanking Real Assets Adviser Realty 411 The Soho Loft Media Group Value Walk VC Experts Victoria Global
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