Marcia Nelson moderating a panel on The Importance of Minority and Women Owned/Managed Firms at the Opal Emerging Managers Summit September 23rd and 24th, 2019 – NYC.

For more information on this event, please click here.

Alberleen Family Office Solutions (AFOS) is pleased to host another in its “Eat & Educate” series to discuss: Ozone Investments are Everywhere – But are they Right for Everyone? 
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​Please join us on September 12th at 12pm when Hillview Group’s founder Nadav Livni joins us to share his thoughts on US work-force housing market opportunities. Nadav will explain Hillview’s proven strategy to maximize returns without reliance on tax subsidies, and create long-tern sustainable value within neighborhoods without fear of gentrification.

​June 5th – Alberleen Family Office Solutions (AFOS) proudly hosted a Lunch n’ Learn session for clinical stage cell therapy company TC Biopharm. TCB is based in Scotland and was founded by cell therapy veteran CEO Michael Leek. It is developing allogeneic Gamma Delta T-Cell therapies for patients in a number of oncology indications and has expanded that unique, proprietary platform to begin developing dual activated CAR-T therapies. CEO Leek and his team are dedicated to developing low cost, broadly accessible cell therapy treatments for cancer and have made great strides to become the leader in the allogeneic cell therapy sector. 

The Alberleen Group is co-sponsoring the Total Impact Family Office and Foundation Conference in NYC on September 10th. 

For more information on this event, please click here. 

Adam Goodfriend is speaking on a panel at the Opal Group Opportunity Zones Forum on June 3, 2019.

For more information on this event, please click here. 

Marcia Nelson is facilitating a roundtable at Family Office Connect – PE Deals, Funds, and the Land of OZ. Taking place Tuesday & Wednesday, May 21 & 22 at The Harvard Club of NYC.

For more information on this event, please click here.

For the second year, The Alberleen Group partnered with the Sorenson Impact Center to host the Family Office Partner track at the 2019 Winter Innovation Summit, February 6th-8th in Salt Lake City, Utah.  The 2 day symposium focused on impact investing for families and included a presentation by Spencer Eccles (Eccles family member and Managing Director of The Cynosure Group), an impact investing deep-dive session by Jenn Kenning  (CEO of Align Impact), an Opportunity Zone workshop and a closing fireside chat with Steven Shaya, M.D. (J&B Medical) who shared his family’s journey to impact.

For more information on the Winter Innovation Summit, click here: https://sorensonimpact.com/2019-winter-innovation-summit

Jolyne Caruso is a panelist at the Opal Group’s Family Office Winter Forum 2019. The event is taking place in New York, NY on March 6th.

For more information on this event, please click here.

On February 28, as part of the SupChina Women’s Network Monthly Series, Jolyne Caruso will speak about her experiences as founder and CEO of The Alberleen Group.

For more information on this event, please click here.

Jolyne Caruso is featured in an article, "Fostering Deal Flow for Families."

​Click "Read More" for full article.