Family Office & Private Wealth Management Forum 2017

Gurney’s Newport Resort & Marina (formerly Hyatt Regency Newport), Newport, RI
July 24, 2017 - July 26, 2017

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As Opal Group’s flagship event, The Family Office & Private Wealth Management Forum has become Opal’s largest family office event in the world. Known for its rich history and magnificent mansions, Newport, RI attracts thousands of delegates each year. The voyage begins with an annual Regatta Cup race, giving delegates an opportunity to find their inner competitor, and race across the harbor. In the course of three days, family offices, private investors, and investment managers navigate their way through the choppy waters of the past recession, while continuing to explore the best ways to map out their portfolios. With over 1000 delegates there is always an opportunity to meet potential clients. Discussions will cover a wide variety of investment topics including direct investing, impact investing, non-correlated assets, and many more. Come join us this July-- the forecast calls for fun, networking, and favorable prospects for preserving your family’s wealth.

CONFERENCE FORMAT
This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. Power Point presentations are prohibited during the sessions but may be made available on our mobile app. Please send in PDF or PowerPoint format if you would like to have presentation included on App. *Only Standalone Speakers will be allowed to use PowerPoints, but cannot pitch products or advertise anything with their firms.*

Agenda current as of July 24, 2017

8:00am

America’s Regatta Cup Networking Event

(Shuttle service begins at 7:15 am. Limited space available. Advanced registration required.)

Boat Sponsors include:

ABOM

Art Analysis & Research

Bouxtie Inc.

Fi-Tek LLC and Rockit Solutions, LLC

HCN, The Hotel Communication Network

Keiretsu Capital

8:00am

Exhibit Setup / Registration

9:00am

Exhibit Hall / Hospitality Lounge Open

10:00am

Open Workshop

Marketing Technology’s Role in Growing AUM

Graig Norden, President, Freewheel Marketing

11:00am

Open Workshop and Brunch

Keynote Presentation

In conjunction with Family Office Networks

Healthcare Innovation: The Changing Landscape

This presentation will explore the drivers of healthcare innovation including patient outcomes, technology and economics.  We will review the historical evolution of the structure and reimbursement of healthcare delivery in the United States and the impact of science and technology on those drivers. Finally, we will investigate the disruptive potential of aligning market forces with patient outcomes through patient centered reimbursement paradigms and technologies to transform the US healthcare system into one which creates greater value per dollar and results in healthier patients.

Keynote Speaker

Alfred E. Slanetz, Ph.D., President & CEO, Geneius Biotechnology, Inc.

12:15pm

Chairman Opening Remarks

Michael Pompian, Founder and CIO, Sunpointe Investments (MFO)

12:25pm

Size Matters – Small is Beautiful: The Impact of Portfolio Diversification and Selection on Risk and Return in Private Equity

Thomas Frei, Senior Partner, Akina Ltd.

12:45pm

The Dangers of Rising Interest Rates: Protecting Yourself in the Equity Markets

Chad Naylor, CEO and CIO, Naylor & Company Investments, LLC

1:05pm

Managed futures: still relevant in 2017 and beyond?

Matt Osborne, Founder and CIO, Altegris Investments

1:25pm

Debunking the Risk/Reward Myth in Growth Investing

Nicholas Haffenreffer, Portfolio manager & Principal, Torray LLC

1:45pm

A Global Macroeconomic Outlook and Forecast: State of The Economy

Moderator

S. Michael Sury, Chairman, INDORUS Holdings LLP (SFO)

Panelist

Norm Champ, Partner, Kirkland & Ellis LLP, former Director, SEC Division of Investment Management

Panelist

Mustafa Saiyid, Senior Financial Sector Expert, IMF

Panelist

Axel Merk, President & CIO, Merk Investments

Panelist

Robert Borden, CEO and CIO, Delegate Advisors (MFO)

Panelist

Karthik Sankaran, Director, Global Strategy, Eurasia Group

2:45pm

Keynote Presentation

Keynote Speaker

John Rutledge, Chief Investment Officer, Safanad Inc.

3:25pm

Networking Refreshment Break

Sponsored by:

Torray LLC

3:45pm

Non-Correlated Fund Strategies

  • Is there a new look to alternative assets that are non-correlated or is the party over?
  • What are the assets that investors should consider?
Moderator

Aviva Pinto, Director, Bronfman Rothschild (MFO)

Panelist

Scott Smith, President, Aquarius Equipment Finance, Inc.

Panelist

John Hartzell, Managing Partner, Milton Point Capital, LLC

Panelist

Greg Branch, CIO, SCIO Capital

Panelist

Kevin Craney, Associate Director of Asset Management, RJ Oasis

Opportunities in Private Credit and Fixed Income

Moderator

Josh Roach, Managing Director, Lloyd Capital Partners (SFO)

Panelist

Aaron Peck, Managing Director and CIO, Monroe Capital Corporation

Panelist

Andrew Curtis, Managing Director, Z Capital Group, L.L.C.

Panelist

Bruce Roberts, Founder, CEO, Carolina Financial Securities, LLC

Panelist

Garey M. Fuqua, Head of Municipal Securities, Tortoise Credit Strategies

4:45pm

The Modern Day Family Office: How To Properly Structure & Select Resources That Fit Your Family’s Needs

  • What are the key considerations for families or individuals establishing a family office?
  • What are key planning mechanisms that a family office should consider before they set up a family office?
  • Why does a family need a strategy? How do you formulate one? What components and considerations must go into your planning process?
  • Setting your family wealth strategy. Setting your family business strategy. Planning for the investible: Estate Tax Considerations
  • During this panel, leading family office advisors will share best practices on the legal, financial, compliance, estate planning, tax, family governance, investments and wealth transfer considerations that need to be assessed when establishing a de novo family office
Moderator

Kirby Rosplock, Founder, Tamarind Partners Inc.

Panelist

Joseph Ehrlich, Executive Vice President and Principal, Owens Group Insurance

Panelist

Carol Pepper, CEO & Founder, Pepper International LLC (MFO)

Panelist

Carolyn Greenspon, Family Business Consultant, Relative Solutions LLC

Panelist

Liesel Pritzker Simmons, Co-Founder and Principal, Blue Haven Initiative (SFO)

Opportunities, Trends and Challenges for Investing in Real Estate in Private Equity

Moderator

Brian DeLucia, Managing Partner, Arrivato LLC (SFO)

Panelist

Chris Moench, CEO, Directed Capital

Panelist

Matt Jenkins, Partner/CFO, (Re)Spring

Panelist

Dominic Sergi, CEO, Clear Height

5:45pm

Breaking Down What’s Happening with Hedge Funds and Where Should We Be Looking?

Moderator

Howard Cooper, CEO, Cooper Family Office (SFO)

Panelist

Amy Hirsch, CEO & CIO, Paradigm Consulting Services, LLC., Chief Operating Officer & Co-CIO, RD Legal Capital, LLC

Panelist

Joseph A. Meyer, Jr., President, Statim Holdings, Inc., General Partner, Arjun LP

Panelist

Christopher R. Zani, CFA, Portfolio Manager, Acadian Asset Management LLC

Traditional Real Estate Investing: Building, Balancing and Tweaking Your Portfolio

  • What type of assets are you considering to invest into right now?
  • What are your target returns?
  • How do you view the market going into this year compared to last year?
  • What markets are you looking to invest into?
  • Do you see any “waves” on the horizon and if so how do you plan on handling that?
  • What type of capital are you looking for right now? RePe / family offices / institutions/ all the above?
  • What are some of the challenges that you have faced over the last year and how have you handled that?
Moderator

DJ Van Keuren, Director – Family Office Capital, Hayman Family Office (SFO)

Panelist

Christina Podoll, VP of Operations, SARA Investment Real Estate

Panelist

Rick Brace, Director, AEW Research, AEW Capital Management, L.P.

Panelist

Scott Leventhal, President and Chief Executive Officer, The Trillist Companies, Inc.

6:30pm - 7:30pm

Networking Cocktail Reception

Sponsored by:
Akina Ltd.

7:00am

Continental Breakfast

Sponsored by:

Altegris Investments

 

Registration / Exhibit Hall Open / Hospitality Lounge Open

General Session

Brenton Hall – General Session Room

7:30am

Private Closed Session for Family Offices

(Family Offices ONLY)

This private, closed-door session is designed exclusively for foundations, family offices, multi-family offices, non-discretionary consultants and accredited high-net worth individuals.

Opal is committed to enhancing experiences and interaction for Families and Family Offices and is consequently dedicating an extended session to them.

Topic: Family Office Issue Processing

Peer-to-peer conversation on key issues for participants, which will depend on interest, and may include:

Participants are expected to share experiences, thoughts, concerns, challenges, and solutions in a private peer exchange setting. The session will be a facilitated, interactive, dynamic conversation among the participants.

 

No Managers or Service Providers will be allowed in the session, no exceptions.

Facilitators

Amy Brodsky, Founding Partner, Sky Partners LLC

8:30am

Opening Remarks – Brenton Hall – General Session Room

8:40am

Private Equity and Venture Capital

Moderator

Mark Renz, Chief Investment Officer, Socius Family Office (MFO)

Panelist

John Chadwick, Founder & Partner, Claritas Capital

Panelist

Ceasar N. Anquillare, Chairman & CEO, Winchester Capital

Panelist

Michael Falk, CEO and Chairman, Comvest Partners

Panelist

Andrew Reilley, Managing Director, VCFA Group

CLO Strategies and Why Should Family Offices Invest in them?

  • How has the CLO market performed?
  • Role of volatility in CLOs
  • CLO Volume
  • International versus Domestic CLO markets
  • How to select a CLO Manager
Moderator

Art Cooper, COO, Cooper Family Office (SFO)

Panelist

Keith Ashton, Portfolio Manager- Partner, Ares Management LLC

Panelist

Neil Desai, Portfolio Manager, Structured Products, Highland Capital Management

Panelist

David Heilbrunn, Senior Managing Director, Head of Product Development & Capital Raisingzani, Churchill Asset Management

Panelist

Levoyd Robinson, CFA, Managing Principal, Chicago Fundamental Investment Partners, LLC

9:40am

Investing in the Cannabis Industry

  • Private vs. Public?
  • Ancillary non-regulated businesses vs. Regulated “touching the plant” business investments?
  • Importance for cannabis to be part of your investment portfolio
  • What are additional diligence items and risks important for investing in this business category?
  • Should I invest in a fund or into specific companies as a direct investment?
  • What are the ranges of opportunities both domestically and internationally?
Moderator

Sasha Bernier, Senior Investment Analyst/Vice-President, Cheltenham Investments (SFO)

Panelist

Steve Koskie, Partner, Handpicked Capital

Panelist

Bill Brothers, President, AFS

Panelist

Steve Schuman, Founder & Managing Director, Halley Venture Partners

Panelist

Boris Jordan, Managing Partner, Measure 8 Venture Partners LP

Investing in Innovative Technology:  Investment that Change the Future

  • Disruption — Technical and Medical advancements how to find them –
  • Attracting Investments from the Family Office Community – How to find and build this relationship
  • How much interaction do you expect from your investor — Describe some positive and negative experiences?
  • Connecting Family Office and Institutional investors to unprecedented access to early stage Technology and Medical investment opportunities – Pluses and Minuses for the family office
  • Returns—How does the Family Office best capitalize on these investments—Exit vs. IPO
Moderator

Nathan McDonald, Managing Partner and CEO, Keiretsu Capital

Panelist

Kevin Bidner, CEO, HCN, The Hotel Communication Network

Panelist

Don Megrath, CEO, ABOM

Panelist

Curt Bilby, CEO, Art Analysis & Research

Panelist

Andrew Ury, CEO, ACTX

Panelist

Renato Libric, Founder and CEO, Bouxtie Inc.

10:40am

Networking Refreshment Break

Sponsored by:

Advocate Capital Management LLC

General Session

Brenton Hall – General Session Room

11:00am

Macro Risk Hedging: A Viable Long Term Hedging Solution

Scott Peng, PhD., Founder and CEO, Advocate Capital Management LLC

11:20am

Permanent Capital–A New Old Thing You Don’t Know Enough About

Julia D. Corelli, Partner, Pepper Hamilton LLP

Stephanie L. Pindyck-Costantin, Partner, Pepper Hamilton LLP

11:40am

Asking the Right Questions: How to Analyze Your Investments

Join Tate Haymond from eVestment as he shares methods you can use to perform more thorough due diligence around areas such as manager fees and private equity investments.

Tate Haymond, Senior Vice President, Business Development, eVestment

12:00pm

Keynote Presentation: Family Legacy Building

Keynote Speaker

Justin Rockefeller, Global Director of Family Offices and Foundations, Addepar, Co-Founder and member of the Board, The ImPact, and Trustee and Member of the Investment and Audit Committee, Rockefeller Brothers Fund

12:30pm

Family Office CIO Roundtable

Family Office CIOs and Pension Funds are determined to lower fees paid to GPs. Some of these methods include: increasing direct co-investment, seeding GPs (in exchange for lower fees), pressing for performance hurdles and lower fees. In addition, team-constrained CIOs need the expertise, diligence, relationship capital and deal flow from their GPs. Our panel of CIOs will explore how the LP/GP relationship will evolve over the next decade.

Moderator

Brian Smiga, Partner, Alpha Venture Partners / Pritzker Group Venture Capital

Panelist

Gordon "Grant" Curtis, Director of Investments, CI Investments (SFO)

Panelist

Brandon Rath, Chief Investment Officer, Calamar (SFO)

Panelist

Stephen Lack, President/ Chief Investment Officer, Galapagos Partners (MFO)

1:30pm

Networking Luncheon

General Session

Brenton Hall – General Session Room

2:45pm

Keynote Presentation: The Wealth Inheritor’s Dilemma

Who is the voice for the wealth inheritor – the adult children who inherit the family’s fortune? Most often, it is not wealth management professionals. They are typically focused on maintaining the fee-paying relationships with the wealth holder, and usually that comes at the expense of the inheritor’s happiness.

Family wealth expert and author Charles Lowenhaupt explains why too many adult children are miserable because of the stifling control exerted by their parents and their family’s money. Surprisingly, though, wealth holders have a way out, but they have to make a conscious decision. Do they want to be controlled by their family wealth, or not? Likewise, what is the right level of control — if any — for wealth holder parents? Each time wealth inheritors and wealth holders make an active choice, they both emerge happier no matter what the decision.

Charles discusses constructive ways how wealth inheritors and well-meaning parents can resolve control issues that cause too much family dysfunction.

Keynote Speaker

Charles A. Lowenhaupt, Chairman, Lowenhaupt Global Advisors Family Office (SFO)

3:15pm

Investing in Insurance and Insurance Dedicated Funds

  • What are PPVA and PPVUL and how do they work?
  • What is an Insurance Dedicated Fund (IDF)?
  • Who is more suitable for PPVA? Who is more suitable for PPLI?
  • Managed Accounts: What are the benefits? Where and how have they been used versus an IDF?
  • What are the general parameters about what you can and cannot do in this space?
  • Are there ways family offices can invest directly into insurance risk?
  • What are the underlying products insurance linked funds invest in? What are the expected returns?
  • How do investors get comfortable with the analytics/underlying portfolio metrics/risk?
  • What is the current size of the traditional reinsurance industry relative to the insurance linked funds? Expectations for growth?
Moderator

Abby Flamholz, Managing Partner, Worth Venture Partners

Panelist

Matthew D. Saldarelli, Forester Capital, L.L.C.

Panelist

Perry Green, Director, Aon Securities

Panelist

Ed Torres, Managing Director, Mercalli Investment Management

Impact Investing 2.0: Investing with Value and Purpose

  • Can you invest in impact in all values/issue areas? Why or why not?
  • For those passionate about medicine but not sure how or what to invest in, how does impact investing bridge that gap?
  • For an investor new to impact, what advice would you give in terms of asset class, diversification, values alignment, and entry point?
  • For an investor new to impact, what advice would you give in terms of asset class, diversification, values alignment, and entry point?
  • For-profit deals and the actual structuring of it, financials, and impact achieved or hope to achieve?
  • Why Co-Investments are so important and give an example
  • Public market options that demonstrate the due diligence conducted and financials/impact terms
  • What is the biggest misconception about impact investing? All – added post call – if time permits
  • What are the top issue areas we’re seeing impact investing making huge strides both in terms of financial and social returns?
Moderator

Jennifer Kenning, CEO & Co-Founder, Align Impact

Panelist

Ben Bingham, CEO, 3Sisters Sustainable Management LLC

Panelist

Richard G. Sass, Chairman, Origins FTD, Inc.

Panelist

Steven Cowan, Managing Director, 57 Stars LLC

4:00pm

Investing in the Evolving Real Asset & Energy Market

Moderator

Abigail Laufer, CIO, Ferguson Family Office (SFO)

Panelist

Eric Kaufman, Managing Partner & Portfolio Manager, VE Capital Management, LLC

Panelist

Jeremy Held, CFA, Director of Research & Investment Strategy, ALPS Portfolio Solutions

Panelist

Randy Kenworthy, Managing Partner, Coachman Energy

Panelist

Matthew P. Iak, Executive Vice President, US Energy Development Corporation

Philanthropy and Its Role in the Family Office

  • Many family offices have great expertise in the investment side; do you find a different set of challenges dealing with philanthropy matters than with investment matters?
  • How do you address competing philanthropy priorities within families? If there is still a founder, does the founder have more “votes” than other family members?
  • What are some successful models of how you have addressed these competing values? Is there is difference in families with only 1or 2 generations and those with 3 or more?
  • Are you asked to develop philanthropy acculturation for younger family members into the family philanthropy? At what ages?
  • When do you bring in or refer out to a “philanthropy expert”? Does someone on your team have training in the giving part of philanthropy?
  • What are the major changes you are seeing among your clients in their philanthropy styles and approaches?
Moderator

Richard Marker, Co-Principal/Founder, Wise Philanthropy and University of Pennsylvania’s Center for High Impact Philanthropy

Panelist

Ellen Israelson, VP of Philanthropic Services & CMO, Jewish Communal Fund

Panelist

Tami Kesselman, Founder & CEO, TBL Alpha Advisory

Panelist

Laurie Lane-Zucker, Founder & CEO, Impact Entrepreneur,
LLC

Panelist

Naamah Paley, Philanthropic Advisor, Rockefeller Philanthropy Advisors

4:45pm

What’s The Buzz About The Future of Blockchain / Distributed Ledgers For Family Offices

  • Fundamentals of block chain ledger technology
  • Opportunities for secure transactions for UHNW/HNW and their advisors
  • Understanding digital currency fluctuations/investment opportunities and types of products
  • How UHNW/HNW can most benefit from blockchain adoption
Moderator

April Rudin, Founder, The Rudin Group

Panelist

Ramsey El-Fakir - Chief Information Officer and Senior Managing Director, representing Rockit Solutions & its parent company Fi-Tek

Panelist

Vanessa Grellet, Executive Director, Enterprise and Social Impact, ConsenSys

Panelist

Pramod Achanta, Partner – Financial Marekts and Blockchain, IBM Global Business Services

Breaking Down ESG Strategies and SRI (Social Responsible Investments) Strategies

Moderator

Ricky Novak, General Counsel; Real Estate & Tax Advisor, The Strategic Group of Companies

Panelist

Mark N. Peters, CFA, Managing Director, Pathstone Federal Street (MFO)

Panelist

Ira Perlmuter, Managing Director, T5 Equity Partners LLC (SFO)

5:30pm

Cyber Fraud and Security: What Risks Does your family office face in today’s world?

With cyber security dominating the headlines, how must families and advisors prepare for the unanticipated and often unimaginable? Using “ripped from the headlines” stories, we will examine

  • The evolving nature of cyber threats – how stolen data is used (and resold), trends in new “scams” and why the old ones still work too well
  • What Security Protocols need to be in place to mitigate risk
  • How to prepare for all contingencies – inadvertent breaches, external attacks, terrorism and the increasing risk from “within” your trusted circle of advisors.
  • The Role Cyber security should play in an RFP process and how to identify the weak links
  • What to do when you are (inevitably) the victim of a data breach? (It will happen, just a question of when!)
  • How to develop disaster recovery plans, from basic data hacks to EMPs and hybrid warfare
Moderator

Skip Coomber, III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office (SFO)

Panelist

Dr. Peter Pry, Executive Director, EMP Task Force on National and Homeland Security

Panelist

Jonathan Conrad, Chairman, CEO & Founder, AdmieMobile, LLC

Panelist

Anne Brensley, JD, Managing Director, BFT-Capital

A Conversation on The Shift to Direct Investing & Family Office Consortiums

Moderator

Chuck Stetson, CEO, Stetson Family Office (SFO)

Panelist

David Robb, Managing Director, Frontier Group (SFO)

Panelist

David L. Verrill, Founder/Managing Director, Hub Angels Investment Group, LLC

Panelist

Brandon Laughren, Managing Director, Co-Founder and CIO, The Laughren Group (SFO)

Panelist

John Bova, Director of Private Equity and Family Offices, CohnReznick LLP

6:15pm - 9:15pm

SUMMER SOCIAL BASH RECEPTION

Join us and unwind with fellow industry professionals for Live Music, Great Food, & Refreshments during our networking party.

(Registered Guests ONLY)

Featuring Live Music

Global Impact Award Presented to:
Alfred E. Slanetz, Ph.D., President & CEO, Geneius Biotechnology, Inc.

 

Sponsors include:

eVestment

Keiretsu Capital

Pepper Hamilton LLP

RBC Global Asset Management

Naylor & Company Investments, LLC

7:30pm

Continental Breakfast

Sponsored by:

Captive Alternatives, LLC

8:00am

Registration / Exhibit Hall Open / Hospitality Lounge Open

 

Welcome Remarks

8:15am

Managing Behavioral Risk in Families of Wealth

Most families and institutions focus on the financial risk of the financial capital. Yet the most valuable asset class, The human capital is overlooked. How to identify the behavioral risk in the human capital, how to manage this risk to ensure the transition of wealth is executed with the proper governance structures in place.

Moderator

Francesco Lombardo, Managing Director, Veritage Family Office Limited (MFO)

Panelist

Michael Pompian, Founder and CIO, Sunpointe Investments (MFO)

Panelist

Stephen Hecht, Co-Founder & Chief Executive Peacemaker, Million Peacemakers

Panelist

Vincent Valeri, Family Business Advisor, Vedaera (SFO)

9:00am

The Private Insurance Company – Next Generation Risk Management

Mark Sims, VP Business Development, Captive Alternatives, LLC

9:20am

Beyond the Headlines – On the Ground Insights in Emerging Markets

  • How could Donald Trump make Emerging Markets great again; the long and short angle
  • Searching for success in EM liquid distressed
  • EM local currency corporate debt – the New Kid on the Block
  • Liquidity in EM credit: a good sleep guide to address your worries

Polina Kurdyavko, Co-Head of Emerging Markets, Senior Portfolio Manager, BlueBay Asset Management

9:40am

Standalone

Dr. Cynthia Bamdad, CEO, Minerva Biotechnologies

10:00am

Engaging the Next Gen to be Stewards of the Family Legacy

  • Stewardship done right. And wrong.  What’s the difference and why does it matter?
  • What to give the kids and when: Allowance?  Chanel handbag?  Porsche?
  • Should teenagers be required to do chores?  To work?  Why or why not?
  • Actionable suggestions to keep the family legacy alive
Moderator

Natasha Pearl, CEO and Founder, Aston Pearl

Panelist

Ryan Laughren, Junior Managing Partner, The Laughren Group (SFO)

Panelist

Mitzi Perdue, Chair, Education Committee, Perdue Farms (SFO)

Panelist

Vincent Valeri, Family Business Advisor, Vedaera (SFO)

10:45am

New Trends in Private Wealth Strategies

Moderator

Deepak Lalwani OBE, Chairman, LALCAP (UK)

Panelist

Rhona Vogel, CEO & Founder, Vogel Consulting (MFO)

Panelist

Rosemary Sagar, CIO, Kingdon Foundation

Panelist

Lawrence Mondschein, Principal, CRAF Management (SFO)

Panelist

Phillip Vitale, Chief Investment Officer, Filament Advisors, LLC (MFO)

11:30am

Investing in the Entertainment Industry

Moderator

Clifford Friedman, Managing Director, Raptor Group Holdings (SFO)

Panelist

Michel Shane, Managing Director, The Handpicked Company LLC

Panelist

Stephen C. Sepher, Screenwriter, Filmmaker, Producer, Boatyard Production / Silver Plane Films

Panelist

Robert Lasky, Founder & CEO, Media Venture Network

12:15pm

Governance and Trusts: Planning for the Next Generation

  • No Bullying Here! – Structures, processes and documents which facilitate family communications and create and preserve harmonious personal and working relationships
  • Growing into Greatness – Helping nex gen family members become great beneficiaries, trustees and people
  • This Is NOT My Father’s Oldsmobile – issues important to next gens which may escape or infuriate their elders, but which may also change the world
Moderator

William A. Pusey, Jr., Senior Wealth Advisor, Keel Point (MFO)

Panelist

Susan R. Schoenfeld, CEO and Founder, Wealth Legacy Advisors LLC

Panelist

Anthony DeToto, SVP and Principal, Sentinel Trust Company (MFO)

Panelist

Betty Andrikopoulos, Partner, Willow Street Group (MFO)

Panelist

Daisy Medici, Managing Director of Governance and Education, GenSpring Family Offices (MFO)

1:00pm

Private Closed Session for Family Offices

(Family Offices ONLY)

 

This private, closed-door session is designed exclusively for foundations, family offices, multi-family offices, non-discretionary consultants and accredited high-net worth individuals.

Opal is committed to enhancing experiences and interaction for Families and Family Offices and is consequently dedicating an extended session to them.

Part 1: Compensation and pay structures in the family office world

Part 2: Peer to Peer discussion on investment techniques

Peer-to-peer conversation on key issues for participants, which will depend on interest, and may include:

Participants are expected to share experiences, thoughts, concerns, challenges, and solutions in a private peer exchange setting. The session will be a facilitated, interactive, dynamic conversation among the participants.

 

No Managers or Service Providers will be allowed in the session, no exceptions.

Facilitators

Linda Mack, President and Founder, Mack International, LLC

Trish Botoff, Principal Consultant, Botoff Consulting, LLC

Brandon Rath, Chief Investment Officer, Calamar (SFO)

3:30pm

Closing Remarks

5star
Shuttle service will be provided between the overflow and conference hotels.

Gurney's & Viking are SOLD OUT
Book Now button below gives recommended hotel options.
Hotel Viking, Bellevue Avenue, Newport, RI, United States


Hotel Room Type Rate
Gurney's All Rooms SOLD OUT
Viking All Rooms SOLD OUT
contact Joanna Puchalski jpuchalski@opalgroup.net 212.532.9898 x 271
*Prices exclude taxes. Subject to applicable Rhode Island taxes, currently 13%.

The Gurney’s, Viking Hotel and Marriott are SOLD OUT

We have limited availability at The Viking on Sunday and Tuesday evenings.
We recommend the below Bed & Breakfasts and Inns that are located within close proximity of the Downtown Area.
Opal Group does not have any group rooms with these hotels.
Please contact Joanna Puchalski at jpuchalski@opalgroup.net if you have any questions.

 

41 North Cottages & Suites – Tel:  401-846-8018

Admiral Fitzroy Inn – Tel:  401-848-8000

Almody Inn – Tel:  401-848-7202

Anne’s Sanford-Covell Villa Marina – Tel:  401-847-0206

Architects Inn – Tel:  401-847-7081

Bayberry Inn of Newport – Tel:  401-846-4693

Black Duck Inn – Tel:  401-841-5548

Bristol Harbor Inn – Tel: (401) 254-1444

Castle Hill – Tel: 401.849.3800

The Chanler at Cliff Walk – Tel: 401-847-1300

Chart House Inn – Tel:  401-846-5676

Cliffside Inn – Tel:  401-847-1811

Francis Malbone House – Tel:  401-846-0392

Hampton Inn & Suites – Tel: 401-848-6555

Holiday Inn Express – Tel: 401-848-7128

Homewood Suites – Tel: 401-848-2700

Hydrangea House Inn – Tel:  401-846-4435

Inn on Bellevue – Tel:  401-848-6242

Inns of Newport – Tel:  401-848-5300

Jailhouse Inn – Tel:  401-847-4638

La Farge Perry House – Tel:  401-847-2223

Legendary Inns of Newport – Tel:  401-847-1811

Marshall Slocum Inn – Tel:  401-841-5120

Mill Street Inn – Tel: 401-849-9500

Newport Blues Inn – Tel:  401-847-4400

Newport Beach Inn & Suites – Tel: 401-846-0310

Reed Rose Cottage Suites & Pool – Tel:  401-846-8790

Residence Inn – Tel: 401-845-2005

Samuel Durfee House – Tel:  401-847-1652

Sarah Kendall House – Tel:  401-846-7976

Stella Maris Inn – Tel:  401-849-2862

Victorian Ladies Inn – Tel:  401-849-9960

Vanderbilt Grace – Tel: 401 846 6200

The Newport Beach Hotel and Suites – Tel: 401-846-0310

The Atwater – Tel: 800-392-3717

 

 

Continuous shuttle service will run between The Gurney’s, The Marriott and The Viking Hotels. The pick up drop off locations will be at the front entrance for all hotels except the Gurney’s. The Gurney’s pick up/drop off location will be at the Conference Center Ballroom Foyer. Please see the schedule below.

 

Monday, July 24: 7:15 am – 7:45 pm (from 7:15 am – 8:30 am the shuttle will be servicing the Regatta in addition to the hotels)
Tuesday, July 25: 6:30 am – 10:00 pm
Wednesday, July 26: 7:00 am – 3:45 pm
The shuttle will arrive at each destination every 20 minutes depending on traffic. The hotel staff at the lobby will be able to let you know when the next trolley is expected to arrive.

Registration is officially closed 7/21 at 2pm.

Standard Rate
Asset Managers $3,495
Service Providers $3,495
End-Investors*** Complimentary*

*** Institutional End-Investors include: organizations that are solely investing on their own behalf in alternatives and do not sell any alternative investment products or services to clients including; sovereign wealth funds, pension funds, endowments, foundations, family offices, private clients and treasury.

*Subject to Opal Group’s verification and approval. Only individuals who are solely investing on their own behalf can be verified for a complimentary pass. Solution Providers or Fund Providers to 3rd parties will not be able to receive complimentary access. As investment portfolios/strategies are constantly changing, we reserve the right to re- verify past delegates for future complimentary passes.

Sponsorship, Exhibition & Speaking Opportunities 212-532-9898 info@opalgroup.net

Presented by

Justin Rockefeller, Global director of Family Offices and Foundations, Addepar, Co-Founder and member of the Board, The ImPact, and Trustee and Member of the Investment and Audit Committee, Rockefeller Brothers Fund

  • New Challenges in Structuring your Family Office in 2017 and Beyond
  • Tax Efficient Portfolio Construction
  • New Innovative Asset Classes
  • New Investment Styles for Family Offices
  • Best Practices in Impact Investing
  • Global Economic Outlook
  • Asset Protection Strategies
  • Challenges of the trustee/beneficiary relationship
  • How to Raise Capital From Family Offices
  • Direct Investing / Co-Investing
  • Family Office Closed Door Sessions
  • …and many more!
  • The Art of Vulture Investing
    By George Schultze: Purchase Book Here
    Schultze Asset Management, LP

  • A detailed and compelling look at distressed securities investing in today’s market
    During George Schultze’s successful career as a vulture investor, he’s learned a number of lessons and developed an investment philosophy that has served him well as the founder of Schultze Asset Management. In The Art of Vulture Investing, Schultze shares his valuable insights and offers a bird’s-eye view into the opportunities and risks associated with vulture investing. Throughout this book, Schultze explains the theory and strategy of vulture investing in clear and lively prose, illustrating each concept with examples from his own varied experience that demonstrate how the landscape has changed in recent years.

http://www.hfc.org

Help for Children is a global foundation that provides grants to the most effective and efficient child abuse prevention and treatment interventions in six countries, making the world a safer place for children. The foundation is supported by the generosity of Hedge Funds Care and the broader alternative investment community. Help For Children has a two-fold approach: The foundation supports proven methods that are effective in preventing and treating child abuse while also acting as venture philanthropists by supporting promising practices that have shown a strong track record and providing seed money to launch larger public investments.

  • Family Offices
  • Endowments
  • Foundations
  • Consultants
  • Attorneys
  • Financial Planners
  • Accountants
  • Tax Planners
  • Estate Planners
  • Philanthropy Specialists
  • Family Business Experts
  • Succession and Generational Wealth Planners
  • Asset Protection Specialists
  • Trust Companies
  • Tax Efficient Portfolio Managers
  • Long-Term Care Specialists
  • Hedge Funds
  • Fund of Funds
  • Real Estate Managers
  • Equity Managers
  • Venture Capitalists
  • Academics Specializing in Family Businesses
  • Private Equity
  • Insurance Companies
  • Luxury Companies — Private Jets, Automotive, Executive Car Service, etc.

Managers/Service Providers vs. Investors

    Institutional & Private Wealth Investors