
Partner, Cerity Partners
Mar 4th, 2024
New York City, New York, United States
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.
Partner, Cerity Partners
Managing Director, SS&C Technologies, Inc.
Founder & CEO, MyFO
Managing Partner, WRC Advisors
Chief Investment Officer, Swig Equities LLC
Founding Partner, Hustle Law
Co-Founder, Be
Founder & Principal, Unison Capital
CEO & Co-CIO, Level III Capital