San Francisco, California
London, United Kingdom
Family Office Winter Forum
March 01, 2017
New York Marriott Marquis
New York, NY, 10036
To register for this event, click here
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.
Topics will include:
New Challenges in Structuring your Family Office in 2017 and Beyond
Tax Efficient Portfolio Construction
New Investment Styles for Family Offices
Best Practices in Impact Investing
Global Economic Outlook
Asset Protection Strategies
Challenges of the trustee/beneficiary relationship
How to Raise Capital From Family Offices
Direct Investing / Co-Investing
…and many more!
UNIQUE CONFERENCE FORMAT
This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. Power Point presentations are prohibited during the sessions but may be made available on our mobile app. Please send in PDF or PowerPoint format if you would like to have presentation included on App. *Only Standalone Speakers will be allowed to use PowerPoints, but cannot pitch products or advertise anything with their firms.*
Chairman, CEO & Co-Founder, Avenue Capital Group
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The Soho Loft Media Group
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.
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 startup and growth strategies.
or email Donna@LDJCapital.com