The Soho Loft Conferences supports the Family Office Winter Forum 2017 in New York organized by Opal Group
Family offices, endowments, consultants, financial and tax planners, accountants, estate planners, foundations, family business experts, philanthropy specialists, attorneys, generational wealth and succession planners, trust companies, asset protection specialists, long-term care experts, tax efficient portfolio managers, hedge funds, real estate managers, funds of funds, venture capitalists, equity managers, insurance companies, private equity, and academics specializing in family businesses will converge on 1 March 2017 at New York Marriott Marquis, in New York City for this exclusive forum.
LDJ Capital Chairman David Drake says, “This event is definitely unique in many ways. It brings together the most sought after financial and family office advisors and executives to the largest financial capital in the world. New Yorkers have an opportunity to learn from professionals and meet potential clients in the family office industry. It will be an informative, interactive and fascinating day for the delegates to learn about family governance, impact investing, alternative investments and their financial future. If you want to be enlightened about family office business, this is an opportunity you shouldn’t miss.”
Topics to be discussed include: global economic outlook; new challenges facing proper structuring of family office business in 2017 and beyond; challenges facing trustee/beneficiary relationship; asset protection strategies; traditional real estate investing; direct investing and co-investing; real estate in private equity; ways of raising capital from family offices; best practices in impact investing; how to construct a tax efficient portfolio; investment opportunities in private credit; cyber fraud and security; wealthtech; the role of philanthropy in family office; investing in the Cannabis industry; asset management and hedge fund among others.
This one-day forum will feature panel discussions, roundtable, networking continental breakfast, breaks, and luncheon. A networking cocktail reception will conclude the event. The discussions will be led by family offices and consultants. Opal Group does not allow the use of PowerPoint presentations during the sessions but it can be included in their mobile app. Only standalone speakers are allowed to use PowerPoint presentations. No speaker will be allowed to market products or services during the presentations and discussions.
Some of the event moderators include: Betty Andrikopoulos, Partner, Willow Street Group (MFO); Brad Gates, President/COO, Veritas Family Partners (SFO); Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO); Chuck Stetson, CEO, Stetson Family Office (SFO); DJ Van Keuren, Director – Family Office Capital, Arsenault Family Office; Kirby Rosplock, Founder, Tamarind Partners Inc.; Nathan McDonald, Managing Partner and CEO, Keiretsu Capital; Ricky Novak, General Counsel, Real Estate & Tax Advisor, The Strategic Group of Companies; and Wendy Craft, Chief Operating Office, Favara (SFO). One of the keynote speakers at the summit is Marc Lasry, Chairman, CEO & Co-Founder, Avenue Capital Group.
Other speakers include:
Carol Pepper, CEO and Founder, Pepper International LLC (MFO)
David Verill, Founder/Managing Director, Hub Angels Investment Group, LLC
Fredda Herz Brown, Principal, Relative Solutions LLC
Jack Bojman, Chief Investment Officer, Cammebys International (SFO)
Jonathan Smiga, Managing Director, Keen Growth Ventures
Joseph DePaulo, CEO and Co-Founder, College Ave Student Loans
Joseph Ehrlich, Executive Vice President and Principal, Owens Group Insurance
Matt Gilbert, Director, PCG Select Series 1 Fund
Rebecca Meyer, Managing Director, Pitcairn (MFO)
Rhona Vogel, CEO & Founder, Vogel Consulting (MFO)
Scott G. Onufrey, Managing Partner, Executive Vice President, Alto Real Estate Funds
Skip Coomber, President, Dragon Trust Family Office (SFO)/ Coomber Family Estates (SFO)
Stephen Braun, Senior Vice President, J.I. Kislak Inc. (SFO)
Steve Eisman, Managing Director, Neuberger Berman
Susan Schoenfeld, CEO and Founder, Wealth Legacy Advisors LLC
Tamara Laville, CEO, Alchemy Global Advisors
Thomas Handler, Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP
William Rohrer, Partner, Duane Morris LLP
American Airlines and TriNet are the luxury sponsors for this forum. The executive sponsor is Neuberger Berman while Smile Train is the exhibitor sponsor. The general sponsors for the forum are PIA, ArborCrowd, Arena Growth Partners, 1World, Clean Energy Advisors, CMG Life Services, College Ave Student Loans, Katz Sapper & Miller and Owens Group Insurance. The Soho Loft Media Group, Clear Path Analysis, CrowdReviews.com, Emerging Market Investors Association, Family Office Recruitment, FocusEconomics, SmartMoneyMatch, IntegriDATA, Investor’s Business Daily, Preqin, Victoria Global, and The Soho Loft Conferences are the media sponsors.
With over 500 delegates expected to attend the forum, every attendee will definitely learn, get motivated and network with potential clients. The topics in this forum are important to existing and potential players in the family office business, impact investing and alternatives.
For more details, visit:
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