by Nicole Boyd - Events -

MICROFINANCE EVENT: Opal Financial Group to Host Family Office Winter Forum, Investment Consultants Forum, March 4, 2013, New York, New York, US

Event Name: Family Office Winter Forum & Investment Consultants Forum

Event Date: March 4, 2013

Event Location: Crowne Plaza Times Square, New York, New York, US

Cost: The cost of registration is USD 1,695 for each conference. Representatives of certain types of organizations are eligible for free access.

Summary of Events:
The Family Office Winter Forum is part of Opal Financial Group’s Private Wealth Series. The forum will focus on trust, estate planning, investment and other topics relevant to family offices and high-net-worth individuals. Panels will include “Government Regulation and Taxation for 2013 and Beyond”, “New Investment Styles for Family Offices”, “Challenges of the Trustee/Beneficiary Relationship” and “Asset Protection Strategies.”

The Investment Consultants Forum will feature discussions on investment topics including “The Evolving Role of Investment Consultants”, “Asset Allocation and Diversification in a Volatile Market”, “The Role of Alternative Investments In the Asset Allocation Process” and “What Lies Ahead in 2013: Market Outlook.”

Background on the Organizer:
Headquartered in New York City, Opal Financial Group hosts investment conferences in North America and Europe that are designed to attract investment professionals representing endowments, pension funds, investment banks and hedge funds.

About the Presenters: Family Office Winter Forum
Speakers will include representatives from Handler Thayer; LLP Hilton Capital Management, LLC; Scott’s Cove Management Team; Locust Wood Capital Advisers; Madison Marquette; Globe Tax Services; IDF Capital; National Philanthropic Trust; The Bill And Melinda Gates Foundation; Jewish Communal Fund; Fidelity; Fundcount, LLC; Backstop Solutions Group; Wealthaven, LLC; San Diego Foundation; Graymatter Strategies, LLC; Family Advisors, LLC

About the Presenters: Investment Consultants Forum
Speakers will include representatives from Mercer; Bluepoint Investment Counsel; Milliman; Chapin Hill Advisors, Inc; MB Family Advisors; Westcourt Capital Corporation; R.V. Kuhns & Associates, Inc.; Frumerman & Nemeth Inc.; Segal Rogerscasey; Nepc, LLC; Callan Associates; Towers Watson Investment Services, Inc; Curcio Webb, LLC; Wenthworth Hall Consultancy Ltd

Event Website:

Opal Financial Group. Family Office Winter Forum, www.opalgroup.net/trk/fowfc1301.html
Opal Financial Group. Investment Consultants Forum, www.opalgroup.net/trk/icfc1317.html

For additional information, you may contact info[at]opalgroup.net or call + 212 532 9898, extension 0.

By Nicole Boyd, Research Associate

Sources and Additional Resources:

Opal Financial Group. Family Office Winter Forum, www.opalgroup.net/trk/fowfc1301.html

Opal Financial Group. Investment Consultants Forum, www.opalgroup.net/trk/icfc1317.html

MicroCapital. January 23, 2013, “MICROFINANCE EVENT: Opal Financial Group Presents “Institutional Investors’ Congress,” “European Family Office Winter Symposium,” February 11-12, 2013, London, United Kingdom,” https://www.microcapital.org/microfinance-event-opal-financial-group-presents-institutional-investors-congress-european-family-office-winter-symposium-february-11-12-2013-london/

MicroCapital. September 29, 2012, “MICROFINANCE EVENT: Opal Financial Group Offers Summit on Alternative Institutional Investing, Monaco, October 1- October 3, 2012”
https://www.microcapital.org/microfinance-event-opal-financial-group-offers-european-summit-on-alternative-institutional-investing-monaco-october-1-3-2012/#more-20221

MicroCapital Universe Profile: Opal Financial Group https://www.microcapital.org/microfinanceuniverse/tiki-index.php?page=Opal+Financial+Group

Do you know that MicroCapital publishes the MicroCapital Monitor newspaper each month? Find out more at https://www.microcapital.org/products-page/

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