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June 2017

Baker Tilly Asset Management’s Breakfast Briefing Series: State Sourcing Income Rules and Considerations for Hedge Funds and Private Equity Funds

June 28 @ 08:00 - 10:00

Gregory Kastner, CPA and a Senior Tax Manager Asset Management for Baker Tilly, and Michele Itri, a partner with Tannenbaum Helpern, will discuss state sourcing income rules and considerations for the alternative investment industry. Specific topics they plan to cover include: Movement towards a single factor formula from the traditional three factors Market based versus costs of performance sourcing regimes “Look through” rules and uncertainties Partnership level tax states Possible income tax withholding requirements, statute of limitations issues and solutions…

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July 2017

Investment Management Institute’s Alternative Investment Consultant’s Summit

July 20

Hear from institutional investors, consultants, and family offices on how to develop new business opportunities with institutional investors. Listen to institutional investors on what they expect from their alternative managers. Leading consulting firms include Cliffwater LLC, Manager Analysis Service, Willis Towers Watson, Smart Consulting LLC and Kamp Consulting Solutions. Topic’s To Be Covered: Differentiating Hedge Funds With Consultants How Institutional Investors are Diversifying Into Alternatives Where The Alternative RFP Process is Changing NYHFR members are eligible for a $300 discount…

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Opal Group’s Family Office & Private Wealth Management Forum

July 24 - July 26

The Family Office & Private Wealth Management Forum has become Opal’s largest family office event in the world. Known for its rich history and magnificent mansions, Newport, RI attracts thousands of delegates each year. The voyage begins with an annual Regatta Cup race, giving delegates an opportunity to find their inner competitor, and race across the harbor. In the course of three days, family offices, private investors, and investment managers navigate their way through the choppy waters of the past…

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September 2017

Opal Group’s Emerging Managers Summit

September 14 - September 15

This event perfectly aligns with the culture and values of New York City, the city that never sleeps. The program will highlight the benefits and opportunities for institutional and private wealth investors to invest in new, diverse, emerging managers and boutique fund managers. In addition to networking with key decision-makers of family offices and pension funds, new managers will be able to connect and exchange best practice ideas with their peers. Attendees will be able to hear from the nation’s…

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Women’s Investment Leadership Summit

September 14

The inaugural Women’s Investment Management Leadership Summit will be held alongside the Emerging Managers Summit in New York City. The summit will showcase female leaders in the investment management industry, at all stages in their career. Staying true to Opal Group's spirit of productive networking and educational programs, we welcome all participants from the industry (including men!), to listen to a speaker platform of strong female leaders. Our mission is to provide an inclusive atmosphere where women can voice their…

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October 2017

Opal Group’s Family Office & Private Wealth Management Forum West

October 25 - October 27

Come and enjoy a bottle of Napa Valley's finest Chardonnay at Opal Group's Annual Family Office & Private Wealth Management Forum - West. Known for the fastest growing population of newly structured family offices, Northern California's wine country provides a beautiful landscape for this three-day event. Largely dominated by first and second-generation families from the Silicon Valley, investment strategies such as Private Equity, Venture Capital, and Technology will be familiar themes throughout the conference. Investment managers and families will come…

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