Venue
New York Athletic Club
New York Athletic Club, 180 Central Park S, New York, NY 10019, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Tue Mar 3 EST (almost 2 years ago)
Location New York Athletic Club
180 Central Park S, New York, NY 10019, USA
Region Americas
Details

The Big Apple is host to Opal Group’s Family Office Winter Forum. Whether by bridge, tunnel, or taxi, the schlep to Times Square 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 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.

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.

Speakers

2020 Speakers

Keynote Speakers:

Chester Spatt, Pamela R. and Kenneth B. Dunn
Professor of Finance, Carnegie Mellon University

John Negroponte
Vice Chairman, McLarty Associates

Richard Hokenson
Founder, Hokenson Demographics

Elisabeth Préfontaine
Founder, Octonomics

Dr. Nadia Schadlow
Senior Fellow, Hudson Institute

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

Devean George
Former NBA, 3X NBA Champion Los Angeles Lakers, CEO, George Group North and Building Blocks

Rashad McCants
Former NBA, Big3 Trilogy League, Founder, Hemp House Global, LLC and Vegano Energy, Inc.

Shawne Merriman
3X All-Pro, Former NFL Defensive Rookie of the Year, Entrepreneur, “Lights Out” Brand, Media, and Production

Mike O’Connor
Former MLB Pitcher, NY Mets, Active Social and Financial Services Professional

JT Thomas
10 Year NFL Veteran, NY Giants, MBA, President of the J.T.Thomas Foundation, CEO, JT3, Inc.

Jon Landry
Former NHL, New York Islanders, Active Fin-Tech, PE, and Angel Advisor

Speakers:

Kirby Rosplock
PhD, Founder & CEO, Tamarind Partners

Thomas J. Handler
J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP

Josh Levine
Founder, Cornerstone Family Office, LLC (MFO)

Jill Creager
Founder & CEO, Providence Family Offices (MFO) / iPaladin, LLC

Jody R. Westby
ESQ, CEO, Global Cyber Risk LLC, Adjunct Professor, Georgia Institute of Technology, School of Computer Science Washington, DC

John Elmes
Executive Managing Director, Pathstone (MFO)

Daniel Kieffer
Director, Alternative Research, Mirador Family Wealth Advisors (MFO)

Edward Coyne
Executive Vice President, Sprott Asset Management

Jonathan M. Bergman
CFP®, President, TAG Associates (MFO)

Hanni Ali
SVP, Strategic Partnerships, Hamilton Group

Dory Wiley
President & CEO, Commerce Street Investments

Carsten Valgreen
Investment Manager, SYFOGLOMAD SPC

Vaughn Brock
Chairman, Veritas Family Partners (SFO)

Matthew Dicker
Partner / CFO, Wildflower Ltd.

David McKinney
Vice President of Capital Markets & Investor Relations, Wilkinson Family of Companies

Matt Johnson
Principal, McFarlin Group

Michael Betancourt
Founding Partner & Managing Director, AION Partners

Thomas Haug
CEO, Managing Member, Aspen Tree Advisory

Kent Yan
CEO, TraDove

Clint Cox
President, The Anchor House (SFO)

Peter Marshall
Founder & CEO, Walden Bridge Capital

CJ Follini
Chief Investment Officer, Follini Reen Family Office (MFO)

Sean Morris
Managing Director, Partner & Co-Investor Relations, CIM Group

Lesley P. Adamo
Partner, Tax, Lowenstein Sandler LLP

Michael Gobes
Managing Partner, SB Investment Partners (SFO)

Ron Diamond
CEO, Diamond Wealth Strategies

Amy Nauiokas
Founder & CEO, Anthemis Group

Julie Corelli
Partner, Pepper Hamilton LLP

Elizabeth Edwards
General Partner, H Venture Partners

Richard Perez
Managing Director and Chief Strategist, Boston Private

Skip Coomber
III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office (SFO)

Michael Schwamm
Partner, Duane Morris LLP

Patrick Horsman
President & CEO, Integrated CBD LLC

Henry Owsley
CEO, Gordian Group

G. Ryan Ansin
Co-Founder, Revolutionary

Robert Cusack
CFO, EMB, LLC (SFO)

David Shantz
Chief Growth Officer, Montcalm TCR (MFO)

Andreas Bodmeier
Ph.D, Principal, Chicago Atlantic Group, LLC

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

Rhona Vogel
CEO & Founder, Vogel Consulting (MFO)

Jack Bojman
Chief Investment Officer, Cammebys International (SFO)

Carol Schleif
Deputy Chief Investment Officer, Abbot Downing (MFO)

Howard Coleman
JD, Chief Investment Officer, Coldstream Wealth Management (MFO)

Marcia Nelson
Managing Director, Alberleen Family Office Solutions (SFO)

Ron Barone
Senior Analyst, VE Capital Management, LLC

Brian Snyder
Chief Investment Officer, South Street Capital Management

Caleb Goding
Founding Partner & Portfolio Manager, 10X Capital Partners, LLC

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

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

Jonathan Strimling
Chief Executive Officer, CleanFiber

Craig Philips
President, Kineta, Inc.

Jan Stuart
Global Energy Economist, Cornerstone Macro

Brad Holtz
Chief Nexus Officer, Pattern Computer

Aviva Pinto
Director, Bronfman E.L. Rothschild (MFO)

Adam Fried
Partner, Investment Committee, The K Fund

Marie T. DeFalco
Partner, Vice Chair, Investment Management Group, Lowenstein Sandler LLP

Nanette C. Heide
Partner & Co-Chair, Private Equity Group, Duane Morris LLP

Richard Zimmerman
Advisor, WE Family Offices (MFO)

Eric Stephenson
Director, Align Impact | Co-Chair, Cordes Foundation

Mitzi Perdue
Chair, Education Committee, Perdue Farms (SFO)

Michele Colucci
Managing Partner, Digital DX Ventures

Millicent Pitts
CEO/Executive Director, Ocean Exchange

Biff A. Pusey Jr.
Partner, Kimble Advisory (MFO)

Fernando Garip
Managing Director, Director of Portfolio Strategy, Clearbrook Global Advisors

Kamil Homsi
Founder/CEO, GRC Investment Group (Dubai) (SFO)

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

Richard Marker
Co-Principal, Wise Philanthropy; Faculty Co-Director, University of Pennsylvania Center for High Impact Philanthropy

Thomas J. Handler
J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP

Susan R. Schoenfeld
CEO and Founder, Wealth Legacy Advisors LLC

Carolann Grieve
Managing Director, GenSpring SunTrust Private Wealth (MFO)

Laura LaForgia
Partner, Marks Paneth LLP

Sponsors & Partners

2020 Sponsors

GOLD SPONSOR:
• LS Lowenstein

SILVER SPONSORS:
• 10XCAPITAL
• AION
• anthemis
• BOSTON PRIVATE
• CHICAGOATLANTICGROUP
• CIM
• CleanFiber
• COMMERCESTREET
• CORNERSTONE MACRO
• DigitalDX
• DuaneMorris
• GLOBAL cyber
• Gordian Group
• VENTURE PARTNERS
• HAMILTON
• KINETA
• MARKS PANETH
• MCFARLIN GROUP
• PATTERN COMPUTER
• Pepper Hamilton LLP
• South Street CAPITAL MANAGEMENT
• Sprott
• SYFOGLOMAD
• TraDove
• VE CAPITAL MANAGEMENT LLC
• WaldenBridgeCapital
• WILKINSON

BRONZE SPONSORS:
• CONTINUITY
• EMERGE
• FLAGSHIP
• MIRAE ASSET
• ONE WALL
• TIME EQUITIES INC
• TRUSTMOORE

SUPPORTING ORGANIZATION:
• Crawford Ventures

MEDIA PARTNERS:
• Alliance
• ALPHA JOURNAL
• caproasia
• Coinspeaker
• Crawford Ventures
• CryptoNewsZ
• ECONOMIC JOURNAL
• elemental
• EmergingMarkets.me
• EUREK HEDGE
• EXECUTIVE GLOBAL
• FASTZIPS
• FINTRX
• FON
• GlobalRisk Community
• Hedge Fund