Opal Family Office Winter Forum

Opal Family Office Winter Forum

Join the LOHAS Partners at the Opal Family Office Winter Forum on March 9, 2023, in New York City.

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Session Highlight

How Responsible and Sustainable Investment Strategies Continue to Drive Long Term Returns & Impact for Society

Track A: 3:00 PM 

Featuring LOHAS Partner Tami Kesselman

Don’t miss an exciting panel moderated by LOHAS Partner Tami Kesselman on How Responsible and Sustainable Investment Strategies Continue to Drive Long Term Returns & Impact for Society, featuring Diana Ayton-Shenker, Richard Zimmerman, Francie Heller and Mitzi Perdue.

Keynote Discussion: Capital UNTAPPED! – How Professional Athletes are using their Innovation, Investing and INFLUENCE Capital to drive Business and Impact Ventures, and how the Family Office investor community can partner to elevate respective projects and accelerate Return on Investments.

5:30 PM 

Featuring LOHAS Partner Dan Hughes

Turning to the next chapter in the Athlete’s Influence/Capital Untapped Series, Danny Hughes brings Professional Athletes from the NFL and NBA to share how they are each using their Ideas and Inspiration, along with their Investment and Influence Capital, to drive greater Impact and Return on Investments in affordable housing, community development, closing the racial wealth game and content production and streaming media.

LOHAS works with its clients and their investment advisors and wealth managers to identify the optimal mix of financial requirements and social or environmental values for investing that delivers both profit and impact.

LOHAS works with its clients and their investment advisors and wealth managers to understand risk/return profiles and explore alternative investment strategies, and then we source, analyze, help structure, and support impact investment transactions.

LOHAS works with a variety of clients on issues most relevant to them, customizing each engagement to meet their needs; but we also focus heavily on key areas and strategies that reflect our team’s expertise and more effectively enable our clients’ aspirations.

Investment seeking both profit and impact comes from a growing variety of sources - from individual investors to organizations to their advisors - and LOHAS works with each to support their specific needs, developing customized strategies and providing hands-on implementation.

Whether keynoting or moderating family office, impact investing, or social impact entertainment conferences, contributing to leading publications, delivering or participating in webinars or podcasts, or providing interviews on key industry topics, the LOHAS team helps drive public discourse on investment delivering both profit and impact.

LOHAS team members leverage vast operational experience and extensive industry relationships to deliver execution-ready impact investing strategies with enabling partner affiliations and hands-on support.