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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 Office Winter Forum” organized by the Opal Financial Group this March 10th, 2015 in New York City.
Victoria Global, The Soho Loft Media Group and LDJ Capital Founder and Chairman David Drake (http://thesoholoft.com/
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"
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"
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 (http://www.ldjcapital.com/
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 www.thesoholoft.com/
Visit www.thesoholoft.com for more information on upcoming and past events.
THE SOHO LOFT Media Group (www.thesoholoft.com)
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.
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