The Big Apple is host to Opal Group’s Family Office Winter Forum. Held in one of the world’s largest financial capitals, this 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, Opal 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.

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SPEAKERS
Pierre duPont
Pierre duPont

Partner, Cerity Partners

Alan Baron
Alan Baron

Managing Director, SS&C Technologies, Inc.

Simran Kang
Simran Kang

Founder & CEO, MyFO

David Shaffer
David Shaffer

Managing Partner, WRC Advisors

Paul Sygrove
Paul Sygrove

Chief Investment Officer, Swig Equities LLC

Daniel Marcus
Daniel Marcus

Founding Partner, Hustle Law

Raza Khan
Raza Khan

Co-Founder, Be

Moran Bar-Kochva
Moran Bar-Kochva

Founder & Principal, Unison Capital

Jack Zumwalt
Jack Zumwalt

CEO & Co-CIO, Level III Capital

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