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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.

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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.

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Impact Investing

The data is irrefutable that impact investing is not merely a “trend” but rather an irreversible change in perspectives that is encompassing investors of every age, gender, and nationality. LOHAS helps its clients tap into this growing investor desire to support people and planet when seeking profit.

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How We Help

From strategic direction to optimal messaging and positioning to deal preparation to campaign development to market building and (if needed) to fundraising, LOHAS helps guide its impact clients along their paths to success.

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Practice Disciplines

LOHAS works with a variety of clients on activities 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.

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Alternative Investment Strategies

Social Impact Entertainment

Crowdfunding

Sustainability Strategies

For-Profits for Nonprofits

Who We Help

There a growing variety of parties delivering both profit and impact - from companies to funds to projects and productions - and LOHAS works with each to support their specific needs, developing customized campaign strategies and providing hands-on implementation.

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Companies Making an Impact

Venture & PE Funds

SIE Studios and Productions

Real Estate Developers & Funds

Nonprofits Building For-Profits

Next-Generation Corporations

Thought Leadership

Whether keynoting or moderating family office, impact investing, or social impact entertainment conferences, contributing to leading publications, or 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.

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Media and Resources

Events

Who We Are

LOHAS’ deep industry knowledge and relationships expand investment options and help build supportive partner relationships that increase the efficacy and benefits of your venture to investors.

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