Family Office & Private Wealth Management Forum West 2017

Napa Valley Marriott, Napa, CA
October 25, 2017 - October 27, 2017

35 days left

Come and enjoy a bottle of Napa Valley's finest Chardonnay at Opal Group's Annual Family Office & Private Wealth Management Forum - West. Known for the fastest growing population of newly structured family offices, Northern California's wine country provides a beautiful landscape for this three-day event. 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 the 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 the grape vines. To cap off the event, attendees will wine and dine in one of Napa's luxurious wineries, creating an experience that they will never forget.

Current as of September 21, 2017

4:00pm

Exhibit Set-Up & Registration

5:30pm

Keynote Speaker

In conjunction with Family Office Networks

6:30pm - 8:00pm

Official Welcome Reception

In conjunction with Family Office Networks and Keiretsu Capital

Sponsored by:

Phytonix Corporation

7:00am

Exhibit Set-Up

8:00am

Registration

Networking Continental Breakfast

Sponsored by:

Wells Fargo Private Bank

8:30am

Opening Remarks

8:45am

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

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

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

TBA, TriNet HR III, Inc.

9:45am

A Global Macroeconomic Outlook and Forecast

Moderator

Doug Evans, Head of Investments, Abbot Downing (MFO)

Panelist

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

Panelist

Dan Shainberg, Chief Investment Officer, BHIC LLC (SFO)

Panelist

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

10:30am

Keynote Presentation

Keynote Speaker

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

11:00am

Networking Refreshment Break

Sponsored by:

Encore Energy, Inc.

11:20am

Horizontal Berea Oil Program Summary

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

11:40am

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

12:00pm

Presentation

Edgar Ríos-Méndez, Esq., Member, Pietrantoni Méndez & Alvarez LLC

Gabriel Hernandez, Partner, BDO

12:20pm

Standalone

TBA, Sixty West

12:50pm

Keynote Presentation

Keynote Speaker

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

1:10pm

Networking Luncheon

2:30pm

Opportunities in Fixed Income and Private Credit

Panelist

Kort Schnabel, Partner, Ares Management

Panelist

Robert Gruewald, CEO, Flat Rock Global, LLC

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

Abigail Laufer, CIO, Ferguson Family Office (SFO)

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

TBA, Joss Realty Partners

Panelist

Mark Hanf, CEO, Pacific Private Money, Inc.

Panelist

TBA, Marketorder Financial

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

Bill Brothers, President, AFS

Panelist

Boris Jordan, Managing Partner, Measure 8 Venture Partners LP

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

Brent Zimmerman, CEO, ReSpring

Investing in Emerging Managers: The beauty of investing in small

5:15pm

Networking Cocktail Reception

Sponsored by:

Pietrantoni Méndez & Alvarez LLC

BDO Puerto Rico

7:00am

Networking Continental Breakfast

Registration  & Exhibit Hall Open

Sunrise Yoga

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

8:00am

Private Closed Session for Family Offices (Family Offices ONLY)

Family Issue Processing

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

Standalone

TBA, 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)

Investing in Insurance and Insurance Dedicated Funds

Moderator

Todd Tweedy, Director, CTC | myCFO

Panelist

Ben Durrant, Partner, Provenio Capital (SFO)

10:15am

Quality Private Equity and Venture Investing for Family Offices

Moderator

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

Panelist

Alireza Rahnema, Managing Partner, 7 Gate Ventures

Panelist

TBA, JP Morgan Securities

Managing Volatility & 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
Panelist

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

Panelist

TBA, Monashee Capital Partners

11:00am

Networking Refreshment Break

Sponsored by:

Altegris Investments

11:20am

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, CEO, Abom

Panelist

Mike Hubbell, CEO, Portland Development Group

Panelist

Randy Hubbell, CEO, Carmell Therapeutics

Why Now is the Time to Invest in the Real Asset & Energy Markets

Moderator

Michael Felman, President, MSF Capital Advisors (MFO)

Panelist

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

12:20pm

Standalone

TBA, Altegris Investments

12:40pm

Standalone

TBA, Cove Street Capital

1:00pm

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

Howard Cooper, CEO, Cooper Family Office (SFO)

Panelist

Brandon Rath, Chief Investment Officer, Calamar (SFO)

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, Calvados Investments LLC (SFO)

Panelist

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

Panelist

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

4:45pm

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

(wine will be served courtesy of the Coomber Family)

Moderator

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

Panelist

Brian Barr, Hedge Fund Analyst, Wolfson Group (SFO)

Panelist

Keith Seibert, Managing Director, Hedge Funds and Public Markets, CM Capital Advisors (SFO)

Panelist

Nicolas Amato, Managing Director, Wilshire Associates

5:45pm

Networking Cocktail Reception

Sponsored by:

global X

7:00am

Sunrise Yoga

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

8:00am

Continental Breakfast

8:00am

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

Stacey Alcorn, CEO, Laer Realty Partners

9:00am

Welcome Remarks

9:15am

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

Paul Krsek, Managing Member, 5TQ Capital, LLC (MFO)

Panelist

Jacqueline Holmes, Founder & Chief Investment Officer, Midori Management (SFO)

Panelist

David Campbell, Founder & Chairman, All Hands Volunteer

10:00am

Managing Behavioral Risk in Families of Wealth

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

10:30am

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)

11:15am

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

12:00pm

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)

Panelist

Paul Vogel, CEO and Founder, Argos Family Office, LLC (MFO)

1:00pm

Napa Valley Wine Tour and Luncheon Networking Event

4star
Napa Valley Marriott Hotel & Spa
3425 Solano Avenue, Napa, CA, United States
707.253.8600

Single $289
Double/Double $289
*Prices exclude taxes. Rates are subject to applicable state and local taxes (currently 14.195%) in effect at the time of check-in.
  • 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 (expires 9/30/17) Standard Rate
Asset Managers $2,495 $2,895
Service Providers $2,495 $2,895
End-Investors*** Complimentary* 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

  • Napa Valley Wine Tour and Luncheon Networking Event

  • UNIQUE 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.*

  • 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