Join us for engaging afternoon discussions and gain insight into the Opportunity Zone space. Skip to content NEWS. This site uses cookies on our website to distinguish you from other users of our website. This three day program invites family office management personnel and advisors that work within the family office to explore best practices in corporate governance and financial management, evaluation skills necessary to oversee and manage the financial budgetary aspects of their organization, and the tools necessary to make informed and suitable investment decisions. Impact Uncover ideas that can help produce better outcomes for your clients. In addition to his role as portfolio manager, he is responsible for designing and implementing many of the team’s systems. This group of 20 analysts has extensive experience, having often worked on both the buy and sell-side.