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.

Managing Director, TAG Associates

Christian Lund, Partner, Hamilton Robinson Capital Partners
Jonathan Barbato, Head of Manager Selection, Geller Family Office Services LLC
Joshua Sasson, Founder & CEO, Magna
Paul A. Gompers, Director, Spur Capital Partners

  • Strategic buyers routinely outbid Private Equity buyers in 2015. Will this trend continue in 2016?
  • As Private Equity distributions continue at a robust pace, are Families more or less willing to increase PE allocations?
  • Family Offices are now common investors in direct deals. What are they looking for and is it different from institutional Private Equity players?
  • Which Private Equity category will have the best 2016 vintage?

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About Opal Financial Group
Opal Financial Group’s events are designed for High-Net-Worth individuals and executives in Corporate Pension Funds, Endowments, Public Funds, Family Offices, Foundations, Investment Consultancies, Hedge Funds, Investment Banks and Real Estate.  We provide the most current information on recent market trends and global competition while allowing face-to-face networking opportunities between industry leaders.