Who We Are

2010 | 2009 | 2008 | 2007

2009 National Speaking Engagements

IMN Winter Forum on Real Estate Opportunity and Private Fund Investing - January

Nacubo - January

Opal Investment Education Symposium - February - New Orleans

Asian Family Office Forum - March 24 2009 - Singapore

Pension Bridge - April - San Francisco

SECF Investment Conference - April - Charlotte, NC

CCC Alliance - April - Boston

FFOG: “The Role of Consultants” - April - Chicago

2008 CACUBO Conference - Florida

Pension Bridge Annual Conference - April 14th - San Francisco

Conference on Investing for Foundations - April 23 & 24, 2009 - Charlotte, NC

Foundation Financial Officer Group Annual Meeting - April 22, 2009

FOX Advisor Forum - Miami, FL - May 20, 2009

Marcus Evens Family Office Forum - June 15, 2009

OPAL Family Office Conference - Newport, RI - July 8, 2009

Opal Endowment and Foundation Conference - Boston - October 26, 2009 `

Eye on Endowments and Focus on Foundations- Boston, MA - Thursday, October 29, 2009

Super Bowl of Indexing, December 2009