Marriott New York Marquis
Marriott New York Marquis, 1535 Broadway, New York, NY 10036, 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 Wed Mar 6 EST (over 2 years ago)
Location Marriott New York Marquis
1535 Broadway, New York, NY 10036, USA
Region Americas

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.*

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


2019 Speakers


Jeff Lanza
Retired FBI Agent, The Lanza Group


Terry Culver
Chief Executive Officer, Digital Finance Group

Tegan Adams
Chief Executive Officer, New Maple Holdings

Sara Rabi
Partner, Marks Paneth

Sponsors & Partners

2019 Sponsors

• Amherst Pierpont
• Asset Preservationn Incorporated
• DuaneMorris
• Flagship Healthcare Trust
• Induran Ventures
• Markes Paneth
• New Maple Holdings
• Novus
• Performance Equity Management
• Sprott
• VE Capital Management
• Vertical Venture Partners
• Virtu Investments

• Camelback Odyssey Travel

• Portfolios With Purpose

• Alpha Journal
• Asia CEO Community
• BarclayHedge
• CaproAsia
• Connext Consulting
• CrowdReviews
• Eurekahedge
• Family Office Elite Magazine
• Fintrx
• TheGRCBluebook
• Hedge FUnd Alert
• IntegriData
• Investor's Business Daily
• The LandReport
• Orbis Terra Media
• Preqin
• Private Banking
• Savvy Investor
• Scotsman Guide
• SmartMoneyMatch
• TalkMarkets
• Therawat Magazine
• Tranio