As Opal Financial 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.*
Chuck Baker, Co-Chair, Sports Industry Group, O'Melveny & Myers LLP
Jen Bawden CEO, Bawden Family Office (SFO)
Richard Bloom, Partner, MAZARS USA LLP
Rick Brace, Director, AEW Research, AEW Capital Management, L.P.
Jolyne Caruso, Founder & CEO, The Alberleen Group and Alberleen Family Office Solutions
Shawn Castellanos, National Vice President Individual and Principal Giving, American Heart Association
Catherine Lee Clarke, Vice President & Senior Client Investment Advisor, Sentinel Trust Company (MFO)
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
Ken Fishkin, Director, CohnReznick
Richard Fitzburgh, Senior Vice President - Financial Adviser - Consulting Group, RBC Wealth Management
Jason Fooks, Vice President of Investor Relations & Marketing, Safety, Income & Growth, Inc.
Charles Friedberg, President & COO, Argentem Creek Partners
Lonnie Geinger, CEO, The Wilkinson Corporation / Gienger Family Office (SFO)
Steven Hagenbuckle, Founder, Managing Partner, TerraCap Management, LLC
Thomas Handler, Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP
Sherri Haskell, Founder, CannaAngels LLC
Mike Hubbell, CEO, Portland Development Group Investments
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
Sean Keegan, CEO, Digital Asset Strategies
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
Mike Lonergan, Managing Partner, Georgia Oak Partners
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
Daisy Medici, Managing Director of Governance and Education, GenSpring Family Offices (MFO)
Mihir Meswani, Senior Portfolio Manager - Hedge Fund Advisory, Deutsche Bank
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
John Molesphini, Global Head of Strategic Engagement, eVestment
Brad Morse, President & Portfolio Manager, Morse Energy Capital Partners
Gene Munster, Managing Partner and Co-Founder, Loup Ventures
Christopher Nolte, President, Marcus Investments (SFO)
William C. Nystrom, Partner, Nystrom Beckman & Paris LLP
Craig Packer, Co-Founder, Owl Rock Capital Partners
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)
Christopher Phillips, CEO, Aristo Mineral Investments
Aviva Pinto, Director, Bronfman Rothschild (MFO)
Michael Pompian, Founder and CIO, Sunpointe Investments (MFO)
Biff Pusey, Senior Wealth Advisor & Portfolio Manager, Keel Point (MFO)
Mark Renz, Chief Investment Officer, Socius Family Office (MFO)
Josh Roach, Managing Partner and Family Principal, Lloyd Capital Partners (SFO)
April Rudin, Founder, The Rudin Group
Susan R. Schoenfeld, CEO and Founder, Wealth Legacy Advisors LLC
George Schultze, Managing Member & Portfolio Manager, Schultze Asset Management, LP
Brian Sewel, CIO, Rockwell Fund
Shahryar Shaghagi, National Leader of Cybersecurity, CohnReznick LLP
Mitch Siegler, Senior Managing Director, PathFinder Partners, 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
Joseph Thomson, CEO & President, Pace Securities
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, Fallbrook Companies
TBA, Katten Muchin
TBA, Keiretsu Capital
TBA, MAZARS USA LLP
TBA, Pepper Hamilton LLP
TBA, RockIt Solutions
TBA, Swan Global Investments
TBA, TriNet HR III, Inc.
|Earlybird Rate III (exp 5/31/18)||Standard Rate|
|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.
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