Family Office & Private Wealth Management Forum 2018

Gurney’s Newport Resort & Marina, Newport, RI
July 16, 2018 - July 18, 2018

116 days left

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.

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.*

To request our current agenda, participant list and sponsors – Click Here
Speaker List Current as of March 16, 2018

Keynote Speaker

Chuck Baker, Co-Chair, Sports Industry Group, O'Melveny & Myers LLP

Shawn Castellanos, VP, Individual Giving & Major Gifts, American Heart Association

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

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

Art Cooper, COO, Cooper Family Office (SFO)

Howard Cooper, CEO, Cooper Family Office (SFO)

Mark Cooper, CFA, President & Senior Portfolio Manager, Pacific Ridge Capital Partners, LLC

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

Brian DeLucia, Managing Partner, Arrivato LLC (SFO)

Julie DeMatteo, Managing Director, RJ OASIS

Ron Diamond, CEO, Diamond Wealth Strategies

Joe DiPasquale, CEO, Bitbull Capital

Joseph Ehrlich, Executive Vice President, Owens Group

Jide Famuagun, Chief Executive Officer, Alpha Capital Partners

David Feldman, Partner, Duane Morris LLP

Richard Fitzburgh, Senior Vice President - Financial Adviser - Consulting Group, RBC Wealth Management

Jason Fooks, Vice President of Investor Relations & Marketing, Safety, Income & Growth, Inc.

Thomas Handler, Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP

Sherri Haskell, Founder, CannaAngels LLC

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

Walter Jackson, Portfolio Manager, ONEX CREDIT

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

Ken Kimmell, President, Union of Concerned Scientists

Russ Krivor, Partner, DLC Residential

Abigail Laufer, CIO, Ferguson Family Office (SFO)

Jonathan Lewis, Managing Partner, JLJ Capital

Linda Mack, President and Founder, Mack International, LLC

Richard Marker, Co-Principal, Wise Philanthropy; Faculty Co-Director, University of Pennsylvania’s Center for High Impact Philanthropy

Joanne Marlowe, Founder and Chief Executive Officer, UFT Commercial Finance, LLC

Trevor Marshall, Chief Revenue Officer, FutureVault Inc.

Nathan McDonald, Managing Partner and CEO, Keiretsu Capital

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

Bryan Mick, President, Mick|Law P.C. LLO

Jennifer Miller, Assistant Professor, NYU School of Medicine, Executive Director & Founder, Bioethics International

Brad Morse, President & Portfolio Manager, Morse Energy Capital Partners

Gene Munster, Managing Partner and Co-Founder, Loup Ventures

William C. Nystrom, Partner, Nystrom Beckman & Paris LLP

Craig Packer, Co-Founder, Owl Rock Capital Partners

Keynote Speaker

M.K. Palmore, CISM, CISSP, Assistant Special Agent in Charge, Federal Bureau of Investigation

Michael Paris, Partner, Nystrom Beckman & Paris LLP

Diane Pedreira, Director of Sales Operations, FutureVault Inc.

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

Aviva Pinto, Director, Bronfman Rothschild (MFO)

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

Biff Pusey, Senior Wealth Advisor & Portfolio Manager, Keel Point (MFO)

April Rudin, Founder, The Rudin Group

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

Mark Sims, VP of Business Development, Captive Alternatives, LLC

John Sitilides, Principal, Trilogy Advisors LLC

Brian Smiga, Partner, Alpha Venture Partners / Pritzker Group Venture Capital (SFO)

Scott Smith, Partner, Hanson Bridgett LLP

Harper Tucker, Chair of Financial and Legal Innovation, ForbesBooks

DJ Van Keuren, VP of Family Office Capital, Hayman Family Office (SFO)

Michael Wagner, Director of Fixed Income, Tolleson Wealth Management (MFO)

David Weiss, Chief Investment Officer, Rebel Rebel Capital (SFO)

Michael Williams, Director- Investor Relations, Sixty West LLC

Richard Zimmerman, Advisor, WE Family Offices (MFO)

TBA, eVestment

TBA, Katten Muchin

TBA, Keiretsu Capital

TBA, Pepper Hamilton LLP

TBA, RockIt Solutions

TBA, Stratifi

TBA, Swan Global Investments

TBA, TriNet HR III, Inc.

TBA, Unigestion

Gurney's Newport Resort & Marina, Goat Island, Newport, RI, United States

Room Rate $349
*Prices exclusive of 13% tax & $1.00 Newport Tourism Assessment per night
  • Rooms are available only to those participants who are registered conference attendees.
  • The name on the form will be the name of the guest room.
  • Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
  • Rooms will not be guaranteed without a credit card.

Registration Pricing

Earlybird Rate II (exp 3/31/18) Earlybird Rate III (exp 5/31/18) Standard Rate
Managers/Service Providers $2,895 $3,195 $3,495
Investors: True End Only Family Offices, Non-Discretionary Consultants, Endowments and Foundations* ---- ---- Complimentary*

*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
  • 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!
  • 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.

Manager vs. Investor Breakdown

    Investor Breakdown