Family Office & Private Wealth Management Forum West 2017

San Jose Convention Center, San Jose, CA
October 25, 2017 - October 27, 2017

6 days left

Opal Group is making every effort to ensure a safe and successful event. Due to the fires and air quality in Napa, CA, this year's conference will be relocated to the San Jose Convention Center in San Jose, CA. Please note that the dates and times on the agenda will remain unchanged. The San Jose Convention Center is approximately 37 min / 35 miles to both San Francisco International & Oakland Airports.

Opal Group strongly believes that strength and resiliency through these natural disasters comes in numbers. Our thoughts are with those who are affected. In an effort to assist with those who have been affected by the fires in Northern California, and the hurricanes affecting the Gulf Coast and Puerto Rico, we will have multiple ways for delegates to donate and support the relief efforts.

Click the links below to directly donate to the various Disaster Relief Funds

Napa Valley Community Relief Fund

Sonoma County Resilience Fund

Somos, Inc. – Puerto Rico Relief Fund

Come and join Opal Group's Annual Family Office & Private Wealth Management Forum - West. Known for the fastest growing population of newly structured family offices in the world, Northern California is largely dominated by first and second-generation families from the Silicon Valley. Investment strategies such as Private Equity, Venture Capital, and Technology will be familiar themes throughout this conference. Investment managers and families will come together to discuss the foundations in which they built their wealth, and uncork the various investment strategies in which to keep their portfolios growing and plentiful. Additional hot topics such as impact investing, alternatives, and the trustee beneficiary relationship, will allow for delegates to sample a diverse blend of palatable subjects while networking amongst a top tier group of private wealth professionals.

Current as of October 20, 2017

4:00pm

Exhibit Set-Up & Registration

5:30pm

Keynote Speaker

In conjunction with Family Office Networks

Keynote Speaker

Dr. Adam Gazzaley, MD, PhD, Founder & Executive Director, Neuroscape; Professor, University of California, San Francisco

6:30pm - 8:00pm

Official Welcome Reception

In conjunction with Family Office Networks and Keiretsu Capital

Sponsored by:

Abom

Carmell Therapeutics

Portland Development Group

Phytonix

Touchjet

7:00am

Exhibit Set-Up

8:30am

Registration & Exhibit Hall Open

Networking Continental Breakfast

Sponsored by:

Wells Fargo Private Bank

9:30am

Opening Remarks

9:45am

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

Aviva Pinto, Director, Bronfman Rothschild (MFO)

Panelist

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

Panelist

Zoltan Szakal, President, Black River Technologies Inc.

Panelist

Elizabeth Perlak, Senior Compliance Associate, TriNet HR III, Inc.

Panelist

Jerry Olynuk, Sr. Vice President & Portfolio Manager, Northland Wealth Management (MFO)

10:50am

Keynote Presentation:

The Mirror and the Windshield: a retrospectively informed view of the future of Private Markets

Keynote Speaker

Robert L. Borden, Managing Partner and CIO, Delegate Advisors (MFO)

11:20am

Networking Refreshment Break

Sponsored by:

Encore Energy, Inc.

11:40am

Horizontal Berea Oil Program Summary

Steve Stengell, President & CEO, Encore Energy, Inc.

12:00pm

Integrating Real Estate Into Your Overall Investment Portfolio Given Current Market Conditions

Eric Hu, Vice President, WM Real Estate Advisory Specialist, Wells Fargo Private Bank

Ron Vyse, Senior Vice President, Wealth Advisor, Wells Fargo Private Bank

12:20pm

Tax Alternatives for High-Net-Worth Individuals

Natalie Riley, Principal, Sixty West

12:40pm

Keynote Presentation:

The Next Frontier in Family Money:  A Better Pairing of Wealth and Life

Drawing on 25 years of family office management and experience, you will gain insights about new realms of opportunity and services that are complementary to sound financial management. The result will be an evolution in your perspective of stewardship, along with practical action steps designed to deepen relationships and add more value to the family wealth beneficiaries.

Keynote Speaker

John Christianson, CEO, Highland Private Wealth Management (MFO)

1:10pm

Networking Luncheon

2:30pm

Investing in the Real Asset & Energy Markets

  • Finding opportunities inside and outside the developed markets
  • Facing the valuation challenges
  • Are these asset classes over valued?
  • Will they continue to retain their diversification credentials via lower correlation with more liquid asset classes?
  • Current Challenges in the Infrastructure Asset Class – Lessons Learned from Recent Practical Experience
  • Evaluation and Simulation of Renewable Energy Portfolios
Moderator

Abigail Laufer, CIO, Ferguson Family Office (SFO)

Panelist

Michael O’Kane, COO, New Zealand Bullion Depository LP

Panelist

Laurance Narbut, Managing Member, Acceleration Resources

Panelist

Miguel De Anquin, K12Solar

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

Gordon Skene, Chairman, Phytonix Corporation

Panelist

Don Megrath, CFO, ABOM

Panelist

Randy Hubbell, CEO, Carmell Therapeutics

Panelist

Helen Thomas, Founder and CEO, TouchJet

3:30pm

Real Estate Investing: Opportunistic vs. Value Added vs. Core vs. Debt

  • 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

Dominic Sergi, CEO, Clear Height

Panelist

Mark Hanf, CEO, Pacific Private Money, Inc.

Panelist

R. K. Khalfani, Managing Director and CEO, Marketorder Financial

Opportunities in Fixed Income and Private Credit

Moderator

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

Panelist

Kort Schnabel, Partner, Ares Management LLC

Panelist

Robert Grunewald, CEO, Flat Rock Global, LLC

Panelist

Christopher R. Coolidge CFA, Managing Partner and CIO Fixed Income, OceanSquare Asset Management LLC

4:30pm

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

Moderator

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

Panelist

Matthew Jenkins, Founder/CFO, ReSpring

Panelist

Mike Hubbell, CEO, Portland Development Group Investments

Panelist

Christopher Chang, Senior Vice President, Menlo Equities

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

Stephen Braun, Senior Vice President, J.I. Kislak Inc. (SFO)

Panelist

Michael Gruber, Managing Partner, Salveo Capital

Panelist

Kevin Murphy, Partner, High Street Capital

Panelist

Sherri Haskell, Founder, CannaAngels LLC

5:15pm

Networking Cocktail Reception

Sponsored by:

Sixty West

 

8:15am

Registration  & Exhibit Hall Open

Networking Continental Breakfast

8:15am

Private Closed Session for Family Offices (Family Offices ONLY)

Who is your “Wendy Rhoades”?

As a High Profile Family Leader/CEO/Executive  it can be lonely at the top.  Who do you have as a professionally experienced, impartial and trusted advisor that you and your family can rely on to help with your most pressing family challenges, business issues and opportunities?

Please join us during this interactive, and thought provoking session to learn how having your own Performance Coach/”Wendy Rhoades” can create immeasurable financial and personal returns.

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.

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.

Facilitator

Amy Brodsky, Founding Partner, Sky Partners LLC

9:00am

Opening Remarks

9:10am

How To Turn Your Tax Liability Into a Real Estate Investment

Gordon Short, Managing Director of Tax Advisory Services, global X

9:30am

Permanent Capital – The New Old Strategy that Family Offices Need to Know More About

Moderator

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

Panelist

William Lappas, Managing Director, Woodbridge Capital Partners, LLC (SFO)

Panelist

David Robb, Managing Director, Frontier Group (SFO)

Panelist

Dan Farrell, Chairman, CEO, Privos Capital (MFO)

Breaking Down ESG/SRI Strategies

The term “ESG investing” is tossed around in the media and in boardrooms, but what exactly is it? This panel will discuss ESG strategies from several perspectives.

  • Is there real money being put to work?
  • What types of investors are investing with an ESG lens?
  • How does an investor implement an ESG strategy? Does one give up returns?
  • Are investment tradeoffs to be considered?
  • The practical considerations when implementing such a strategy across asset classes.
Moderator

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

Panelist

Renato Iregui, Principal, Raire Family Office (SFO)

Panelist

David Richardson, VP Client Portfolio Manager, SNW Asset Management Team

10:15am

Quality Private Equity and Venture Investing for Family Offices

Moderator

Nicole Taylor, Principal, Taylor Family Office, LLC (SFO)

Panelist

Ben Choi, Managing Director, Legacy Venture

Panelist

Aman Verjee, COO, 500 Startups

Panelist

Ali Mahrouyan, Managing Mirector, Coastal Grove Partners

Managing Risk to Maximize Investment Returns

  • Risk? What Risk? Risk is more than volatility.
  • Net under the High Wire? Protecting portfolios against volatility.
  • No, Wait, I Can MAKE Trading? Investing in volatility.
  •   I Am Carnac the Magnificent? Prognosis for markets, near and longer-term.
  • Volatility Strategies In An Uncertain World
  • Monitoring, Reporting and Risk Management of Alternative Investments – What Is State of the Art?
  • Cyber security and it role in risk and your portfolio
Moderator

Todd Tweedy, Director, CTC | myCFO

Panelist

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

Panelist

Gerald E. Coughlan, Chief Investment Officer, Monashee Capital Partners

11:00am

Networking Refreshment Break

Sponsored by:

Altegris Investments

11:15am

Non-Correlated Alternative 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

John Daly, Trustee Emeritus, Investment Committee Member, Culinary Institute of America

Panelist

Aaron Fenn, COO, Broadway Strategic Return Fund

12:00pm

David Schwab, Managing Director, Vertical Venture Partners

12:20pm

Investing in Data Centers

Burland B. East III, CFA, Chief Executive Officer, American Assets Capital Advisers (AACA)

12:40pm

Networking Luncheon

2:15pm

100 Things – What’s on your list?

Affected by the loss of a close friend, Sebastian Terry started on a personal journey to find happiness. His story and list have not only gone onto change his life, but have accidentally started a global movement of people who all now chase their dreams and help others in acts of kindness. Guaranteed to make you laugh, cry and inspire motivation, the 100 Things keynote is like no other and will re-engage, connect and inspire you to consider this question – ‘What’s on your list?

Keynote Speaker

Sebastian Terry, Author, “100 Things”

2:45pm

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

Art Cooper, COO, Cooper Family Office (SFO)

Panelist

Brandon Rath, Chief Investment Officer, Calamar (SFO)

Panelist

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

Panelist

Dan Martino, Chief Investment Officer, OCEANM19 (SFO)

3:45pm

Impact Investing: Driving Social Purpose Through Measurable Investment Returns

Moderator

Tami Kesselman, Founder & CEO, TBL Alpha Advisory

Panelist

Jennifer Kong, Philanthropic Advisor, Rockefeller Philanthropic Advisors

Panelist

Katie Kalvoda, Founder & CEO, G3 Ventures

Panelist

Meaghan Kennedy Townsend, Member, Kennedy Family Office (SFO)

Panelist

Ken St. Amand, VP, Client Portfolio Manager, Mirova

4:45pm

The Hedge Fund Industry: A transitional time for the industry?

  • Hedge Fund Indexation and Replication
  • How Is the Tide Turning for Hedge Fund Strategies?
  • Human vs. Machine – Could Data Science & Artificial Intelligence Disrupt the Entire Hedge Fund Industry?
  • Insights into the opportunity set in 2018
  • Merger arbitrage strategies
  • Value-add of a multi-manager platform


(wine will be served courtesy of the Coomber Family)
Value-add of a multi-manager platform

Moderator

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

Panelist

Scott Glickman, CFA, CAIA, Marketing & Investor Relations, FQS Capital Partners L.P.

Panelist

Roger Barone, Director, CJA Investments, Ltd (SFO)

5:30pm

Networking Cocktail Reception

Sponsored by:

global X

8:15am

Continental Breakfast

8:15am

Private Closed Session for Family Offices (Family Offices ONLY)

Who is your “Wendy Rhoades”?

As a High Profile Family Leader/CEO/Executive  it can be lonely at the top.  Who do you have as a professionally experienced, impartial and trusted advisor that you and your family can rely on to help with your most pressing family challenges, business issues and opportunities?

Please join us during this interactive, and thought provoking interview session to learn how having your own Performance Coach/”Wendy Rhoades” can create immeasurable financial and personal returns.

Opal is committed to enhancing experiences and interaction for Families and Family Offices and is consequently dedicating an extended session to them.This private, closed-door session is designed exclusively for foundations, family offices, multi-family offices, non-discretionary consultants and accredited high-net worth individuals.

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

9:15am

Welcome Remarks

9:30am

Engaging the Next Gen to be Stewards of the Family Legacy

Moderator

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

Panelist

Jennifer Kenning, CEO & Co-Founder, Align Impact

Panelist

David Campbell, Founder & Chairman, All Hands Volunteer

Panelist

Amy Brodsky, Founding Partner, Sky Partners LLC

10:15am

How to Access the Best Managers via GP-CoInvestments or Direct Investment Structures

Moderator

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

Panelist

Paul Kang, President/CIO, Member of the Investment Committee, AltaCap

Panelist

Robert Lee, Managing Partner & Principal, SIG Equity Partners, LLC / Harlow Family Office (SFO)

11:00am

When & Why Should You Use Consultants and Advisors in Your Family Office

Moderator

Linda Mack, President and Founder, Mack International, LLC

Panelist

Carolyn Weiss, Chief Financial Officer and Treasurer, The New York Community Trust

Panelist

Ron Diamond, CEO, Diamond Wealth Strategies

Panelist

David Novitsky, CFA, Director, Investment Advisory Services, CTC | myCFO

11:45am

Governance and Trusts: Planning for the Next Generation

  • Why governance is important
  • Structures that are utilized to improve governance
  • Best Practices & Recommendations
  • Importance of collaboration by the family’s multi-disciplinary advisory team
  • Common pitfalls
  • Are Family Constitutions Needed & Upholdable?
  • War stories and success stories (especially anecdotes focused on helping a dysfunctional family move forward)
  • Key takeaway – Soft issues will determine success or failure!
Panelist

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

Panelist

Susan Schoenfeld, CEO and Founder, Wealth Legacy Advisors LLC

Panelist

Chris Walters, Managing Director - Western Region, GenSpring Family Offices (MFO)

12:30pm

Conference Concludes

4star
San Jose Convention Center, West San Carlos Street, San Jose, CA, United States


HOTEL DE ANZA
233 West Santa Clara St. San Jose, CA 95113
Distance to Convention Center: 4 blocks
$289
(exclusive of tax)
HYATT PLACE SAN JOSE - DOWNTOWN
282 Almaden Blvd. San Jose, California 95113
Distance to Convention Center: Across the Street
Rate: $289
(exclusive of tax)
Tuesday night sold out
THE FAIRMONT SAN JOSE (SOLD OUT)
170 South Market Street San Jose, CA 95113
Distance to Convention Center: Across the Street
$289
(exclusive of tax)
HILTON SAN JOSE (SOLD OUT)
300 Almaden Boulevard San Jose CA 95110
Distance to Convention Center: Connecting
$289
(exclusive of tax)

Registration Pricing

Standard Rate
Asset Managers $2,895
Service Providers $2,895
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

100 Things - What's on your list?

Presented by

Sebastian Terry, Author, “100 Things”

Presented by

Dr. Adam Gazzaley, MD, PhD, Founder & Executive Director, Neuroscape; Professor, University of California, San Francisco

The Next Frontier in Family Money: A Better Pairing of Wealth and Life

Presented by

John Christianson, CEO, Highland Private Wealth Management (MFO)

  • 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
  • Tax Efficient Portfolio Managers
  • Trust Companies
  • Hedge Funds
  • Fund of Funds
  • Real Estate Managers
  • Equity Managers
  • Venture Capitalists
  • Academics Specializing in Family Businesses
  • Private Equity
  • Insurance Companies
  • Long-Term Care Specialists
  • Luxury Companies – Private Jets, Automotive, Executive Car Service, etc.

Manager vs. Investor Breakdown

    Investor Breakdown

      The Opal Family Office conference in NAPA was the place to be. It fostered productive idea and practice exchanges and was the scene of many earnest sharing sessions focusing on how to get it right. Good and useful relationships were forged that will be long lasting and helpful. James S. Rosebush

      Founder and CEO, The Wealth & Family Management Group

      Opal Family Office events are unparalleled and the second annual Family Office & Private Wealth Management Forum in Napa was no exception. I was honored to be among a prestigious and knowledgeable slate of speakers. The feedback I heard as an advisory board member throughout the conference reflected that quality and the depth of knowledge illustrated in every session. Networking at Opal events not only yields good business relationships, it fosters long-term professional friendships. Lisa Grey

      Managing Member, GrayMatter Strategies, LLC