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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
 
VIEW CURRENT AGENDA
(Agenda current as of 3-9-15)
  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 Time 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.

UNIQUE CONFERENCE FORMAT
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

 
  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
***Family Offices (Single/Multi), Endowment, Foundation, and Non-Discretionary Consultant
(subject to qualification)
Complimentary
 
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
Call:
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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