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Family Office Winter Symposium

Family Office Winter Forum

March 8, 2016
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
View Family Office Winter Forum Current Agenda VIEW CURRENT AGENDA
(Current as of 2-9-16)
  Conference Details:

The Big Apple is host to Opal Financial Group's Family Office Winter Forum. Whether you take a bridge, tunnel, or pedi cab to get through Times Square, the schlep will be well worth it. Held in one of the world's largest financial capitals, this one day 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 700 delegates, and in combination with the Investment Consultants Forum, 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.  To end the conference, both the Family Office & Investment Consultants Forum, will come together for a cocktail or two, before heading out on the town. 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. Power Point presentations are prohibited during the sessions but may be made available on our mobile app. Please send in PDF or PowerPoint format if you would like to have presentation included on App. *Only Standalone Speakers will be allowed to use PowerPoints, but cannot pitch products or advertise anything with their firms.*

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

  Charitable Partner:
Friends of Karen

Friends of Karen

Friends of Karen provides vital and comprehensive support, at no cost, to families in the New York Tri-State region who are caring for a child battling cancer or another life-threatening illness.

We believe that families can maintain a sense of balance and stability even in the midst of a health crisis. This belief fuels our personal advocacy for families. Our team of experienced professionals -- social workers, child life specialists and expressive arts therapists -- ensures that each family receives the financial, emotional and practical support they so desperately need throughout their child’s illness, which can last many months or even years. Our one-of-a-kind sibling support program helps children better cope with the intense changes in their family life as a result of their brother’s or sister’s illness.
Friends of Karen serves a vulnerable population of ill children (birth to age 21) and their families. The majority of our children have cancer; 65% are age 11 or younger; 27% live in single parent households; 28% live in families whose primary language is Spanish; and 35% live in families with income below the poverty line.

Social workers from every major Tri-State area hospital that treats pediatric cancer patients (including Memorial Sloan-Kettering Cancer Center; Montefiore Children’s Hospital; Yale-New Haven Children’s Hospital; Morgan Stanley Children’s Hospital; Steven and Alexandra Cohen Children’s Hospital, to name a few) consistently refer their own patients for our support, citing the collegial/collaborative relationship they have with Friends of Karen social workers and our reliability, “knowing that families are receiving quality support.” We support over 650 families annually, with half living in the five boroughs of New York City.

Friends of Karen is widely recognized for its operational efficiency, with 83 cents of every dollar collected going directly to support our families. Charity Navigator, an independent organization that evaluates the financial health and responsibility of thousands of U.S. charities, for six years in a row has awarded Friends of Karen its highest 4-star rating. Founded in 1978, we have touched the lives of nearly 14,000 children. Friends of Karen maintains offices in Manhattan, Westchester County and on Long Island .

Click here to donate

  Keynote Speakers:

Keynote Presention:
Avoiding Extinction

Graciela Chichilnisky
CEO, Global Thermostat



Keynote Speaker:

Peter P. Costa
President, Empire Executions; Governor, NYSE;
Market Analyst, CNBC



Keynote Presentation:
Global Market Outlook

Charles I. Clough Jr., CFA
Chairman & CEO, Clough Capital Partners, LP



Keynote Presenter:

Marc Lasry
Chairman, CEO & Co-Founder, Avenue Capital Group


View Speaker Biographies
  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:
  Eary Bird Rate
(expired 1/31/16)
Standard Rate
Asset Managers & Service Providers $2,195 $2,495
***Family Offices (Single/Multi), Endowment, Foundation, and Non-Discretionary Consultant
(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
  Charitable Partner:
Friends of Karen
  Luxury Sponsor:
American Airlines
  General Sponsors:

Backstop Solutions GroupBradford Energy CapitalForester Capital LLC

Hamilton Robinson Capital PartnersInvestigative Management GroupMount Lucas Management

Naylor & Company Investments, LLC Owens Group Sadis Goldberg Sali Fund ServicesSterling Foundation ManagementWinged Keel Group

  Exhibitor Sponsors:

Direct Lending Investments

  Media Partners:

Alpha Journalhedge fund search BloombergBrief Business Portals Business Portals CFI.coCVCAEurekahedge Executive GlobalFintrx TheGRCBlueBook Family Office Elite Magazine Hedge Fund AlertIFC ReviewInvestor's Business Daily

LDJ Capital

Markets and MarketsPreqinPrivate Banking

The Soho Loft Media Group Victoria GlobalVC Experts

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