Events

Upcoming Events

 

 

Past Events

Topic:

A Look Inside the Family Office

Where / When: Boulder, CO / January 14, 2014
Organization:The Purposeful Planning Institute
Format:Webinar
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Topic:

Family Office Organization and Current Trends and Issues in Alternative Asset Investing

Where / When: NYC / June 19, 2014 - June 19, 2014
Organization:Herrick and Landmark Angels (Invitation Only)
Format:Panel
Topic:

Family Office Handbook Signing

Where / When: Waves, RI / July 20, 2014 - July 20, 2014
Organization:TBD
Topic:

Family Office Governance and Succession Strategies

Where / When: Newport, Rhode Island / July 21, 2014 - July 23, 2014
Organization:Opal Family Office & Private Wealth Management Forum - "The Race for Returns"
Topic:

Family Office Gathering

Where / When: Chicago, IL / September 7, 2014 - September 7, 2014
Organization:TBD
Format:Book Signing and Presentation
Topic:

Family Office Handbook Signing

Where / When: University Club of Chicago / September 8, 2014 - September 8, 2014
Organization:Altair Advisors
Format:Reception and Book Signing
Topic:

Single Family Office C-Suite (Invitation Only)

Where / When: Chicago, IL / September 9, 2014 - September 10, 2014
Organization:Calamos
Format:Keynote
Topic:

Taking the Pulse of US family Firms: Policy and Legislation Impacting the State of the Family Enterprise

Where / When: Washington, DC / October 8, 2014 - October 10, 2014
Organization:Family Firm Institute Annual Conference
Format:Panel
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Topic:

Alternative Asset Investing for Family Offices

Where / When: Boca Resort, Boca Raton FL / February 26, 2015
Organization:SE Landmark Venture Forum
Format:Keynote Speaker
Topic:

Family Office Governance and Succession

Where / When: New York City / March 10, 2015 - March 10, 2015
Organization:Opal's Family Office Winter Forum 2015
Format:Moderating Panel
Topic:

Life Management Issues for the Affluent

Where / When: Herrick Feinstein, New York City / March 11, 2015 - March 11, 2015
Organization:The Life + Conference
Format:Speaker
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Topic:

Family Office 2.0: Envisioning the Family Office of Tomorrow

Where / When: Cambridge, ON / May 4, 2015 - May 6, 2015
Organization:Canadian Family Office Forum
Format:Speaker
Topic:

Family Office Forum Group

Where / When: Seattle, WA / May 14, 2015 - May 15, 2015
Organization:Deloitte Family Office Forum Group
Format:Speaker
Topic:

Opal's 9th Annual Family Office Private Wealth Forum

Where / When: Hyatt Regency Newport, Newport RI / July 20, 2015 - July 22, 2015
Organization:Opal 9th Annual Family Office Forum
Format:Governance Panel
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Topic:

STEP International Trust Conference

Where / When: Jackson Hole, WY / September 25, 2015 - September 26, 2015
Organization:STEP International Trust Conference
Format:Speaker
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Topic:

Co-Investing: The Fall Summit

Where / When: The Princeton Club, NYC / September 28, 2015 - September 29, 2015
Organization:Financial Research Associates
Format:Panel Moderator
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Topic:

Family Enterprise: Myths and Realities

Where / When: Park Plaza Westminster Bridge / October 21, 2015 - October 24, 2015
Organization:Family Firm Institute Global Conference
Format:Panel moderator
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Topic:

Private Event - By Invitation Only

Where / When: Palm Beach / October 28, 2015
Organization:Alliance Bernstein
Format:Speaker
Topic:

Success Planning in the Family Office

Where / When: Westchester Country Club, Rye, NY / November 4, 2015 - November 5, 2015
Organization:Family Office Association
Format:Speaker
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Topic:

Families Facing the Future

Where / When: The Taj, Boston, MA / November 9, 2015 - November 11, 2015
Organization:Campden's The North American Family Office Conference
Format:Panel Moderator
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