Bill & Melinda Gates Foundation, Goldman Sachs and Calvert Foundation Join Forum on Family Offices

The Soho Loft ​ Media Group with Victoria Global ​ and LDJ Capital ​support ​the​ “Family ​O​ffice ​Winter Forum” organized by the Opal Financial Group ​this March 10th, 2015 in New York City.
Marriott Marquis, New York. Photo credit to
Marriott Marquis, New York. Photo credit to
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David Drake
Victoria Global
Ldj Capital
The Soho Loft
Times Realty News


New York City - New York - US


NEW YORK - March 6, 2015 - PRLog -- Family Offices, Funds of Funds, Foundations, Endowments, Hedge Funds, and investment experts including Financial Planners, Tax Planners, Philanthropy Experts, Asset Protection Specialists, Accountants, Attorneys and other specialists will meet in New York City for the Family Office Winter Forum. This one-day Private Wealth Series Event will take place on Tuesday, 10th March 2015 at the New York Marriott Marquis, New York. The event will explore the opportunities and challenges of alternative investments including direct energy, real estate and other classes of assets. The forum will also discuss emerging market investing and look into other issues affecting family offices such as tax and regulation, philanthropy, asset protection and family office structuring.

Victoria Global,  The Soho Loft Media Group and LDJ Capital Founder and Chairman David Drake (,  says,  “Family office businesses are booming around the globe, largely in response to increased demand from a growing demographic – wealthy individuals with at least $1m in investable assets.” He further adds, “According to the World Wealth Report 2014 released by the  Capgemini and RCBC Wealth Management, almost 2 million people worldwide became millionaires in 2013, showing an increase of 15 percent and the total millionaires to almost 14 million. The combined net worth of these millionaires was estimated at $53 trillion in the same year.  The same report forecasted that by 2016, global wealth would reach $64.3 trillion, growing at an annual rate of 6.9 percent.”

The forum agenda features varying activities including an exhibition, opening remarks, concurrent panel discussions and networking breaks. After the opening remarks, attendees can expect to participate in a joint session on the topic "A New Day, a New Model: How to Structure your Family Office for Success and Minimize The Governments Hold". Attendees will then participate in panel discussions that will run concurrently throughout the day. Some of the topics to be discussed in various panel sessions include "Investment Styles and Strategies: The role of Alternative Investments in your Portfolio", "The New High Impact Philanthropy", "Real Assets Opportunities and How to Allocate to Match those Opportunities", and "Tax Efficient Investing: How Ultra-Affluent Families Utilize Private Placement Insurance Structures".

The Opal Financial Group organizes main institutional investment and securitization events in Europe and the United States.  Their  conferences provide attendees with the necessary information and networking opportunities to help their business grow in today's competitive business environment. Abe Wellington, their CE0, says: “"Join us for a day of engaging discussions on the latest investment trends with some of the most established family offices, private investors, money managers and private wealth service providers from around the globe."

After the luncheon break, attendees will discuss "Navigating the Challenges of the Trustee/Beneficiary Relationship", "Equity Investing", "New investment trends for investing in Emerging Managers", "Risk Measurement to Risk Management", and "Impact Investing & Social Enterprises".  Forum attendees will then converge for a final session that will discuss "Governing for Sustainability: Navigating Succession in the Family Office". The forum will end with a networking cocktail reception to be hosted by Kagin's Gold & Rare Coin Advisors.

The forum's opening remarks will be made by CEO and Founder of Aston Pearl and the CEO, Cooper Family Office. Many speakers are lined up to discuss various issues during panel discussions, including:

Founder and CEO  of Pepper International, LLC
Senior Advisor from The Bill and Melinda Gates Foundation
Partner and Chairman  of Advanced Planning & Family Office Practice Group, Handler Thayer LLP
Founder and CEO of  Spruce Investment Advisor, LLC
Managing Director of  Berkeley Research Group, LLC
Co-Founder and  CEO  of GSV Sustainability Partners
Chief Investment Officer and CEO of  RMWC TBA, Goldman Sachs
Director of Private Equity at Genspring Family Offices
National Sales Manager  of Coachman Energy Partners, LLC
Senior Investment Analyst and Vice-President of Cheltenham Investments
Hedge Fund Analyst of  Wolfson Group
Head of Global Investments of  Swiss Trust Advisors, China
Senior Fellow of Initiative for Responsible Investment at Harvard University
Senior Officer of Strategic Initiatives from Calvert Foundation
Managing Director of  Veritage Family Office Limited

Plane Clear is a luxury sponsor. Executive sponsors are Berkeley Research Group, MSR Indices and Kagins. General sponsors include Alambic Investment Management, Business Instinct Group, Customers Bank, Polar, Single Oak Ventures, SunBelt Housing Management, WallachBeth, Alidade Capital, 522 Capital Partners LLC, Bowery Investment Management LLC, Carolina Financial Group LLC, Forester Capital LLC, GSV Sustainability Partners, Golub Capital, KG Investment Fund, Neuberger Berman, OppenheimerFunds, Philadelphia Financial, RMWC, SALI Fund Services, Spruce Private Investors, MMD, TFS Corporation Ltd, and Winged Keel Group.

Media Partners include LDJ Capital (, The Soho Loft Media Group (, Hedge Fund Alert, Hedge Connection,, Markets and Markets, MillTrust International LLP, Around Wall Street,, Alpha Journal, BarclayHedge, Bloomberg Brief, CVCA, Capital Hedge, Clear Path Analysis, Daily DAC, Events In America, Global Banking & Finance Review,, HFObserver and  Victoria Global (

To register for this forum, visit:

For more details, visit:

Watch for more conferences happening across the country and around the world, the next one may be in your city. To get VIP access to major conferences that intersect finance with key industries and for other exciting perks and benefits, consider the annual membership programs at

Visit for more information on upcoming  and past events.


THE SOHO LOFT Media Group (

The Soho Loft Media Group is a global financial media company with 3 divisions:

THE SOHO LOFT CONFERENCES organizes up to 200+ investor-focused global summits, talks and events annually.

TIMES IMPACT PUBLICATIONS produces relevant content on investing and entrepreneurship that are published and syndicated in 100+ leading online publications and growing.

VICTORIA GLOBAL Corporate Communications specializes in client Investor Relations, Public Relations, Branding and Social Media Marketing.

The Soho Loft Media Group is your global partner for your investment and business strategies.

For inquiries, contact or call 212.845.9652

David Drake
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Tags:David Drake, Victoria Global, Ldj Capital, The Soho Loft, Times Realty News
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