Direct Investment Forum 2020

Virtual
September 10, 2020

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Virtual conferences are playing a crucial role in this time of remote work and digital business by allowing organizations to adapt in a world going through new challenges. These changes are not only altering the way we do business now but will alter the way we do business in the future.

At Opal Group, our goal is to become a valued partner to the financial investment world by providing options for companies and individuals to connect with one another in their efforts to share information, deal flow, and foster relationships that fuel your efforts to reach your target market. Today, Opal Group is proud to offer customized live virtual conferences that combine market timely ideas and industry specific topics – produced to connect like-minded individuals and companies. This new digital offering can help expand your brand’s reach, position speakers as thought leaders, and connect with potential prospects amidst the world’s current climate.

Opal is proud to launch our Direct Investment Forum (virtual) taking place on September 10, 2020. This event will address what has happened in the current direct and co-investment marketplace. We will look at a variety of topics that discuss strategies for directly investing and co-investing into early stage portfolio companies - real estate, private equity, and venture capital deals. We will also explore how investors from the institutional and private wealth world are shifting their asset allocation plans to the private market space in an effort to counter future market shifts by using direct & co-investment vehicles.

Please join us on this journey to navigate the wave in our financial future by attending and sharing thoughts on best practices and directions of deal flow opportunities. Key features of our virtual conference platform will include the following.

For additional information, please email info@opalgroup.net for a copy of our Preliminary Agenda.

To request our current agenda, participant list and sponsors


Current as of September 10, 2020

(Schedule Times are in EST)

10:00am

Conference Opens

10:55am

Opening Remarks

11:00am

Investor Roundtable Discussion

Moderator

Ron Diamond, CEO, Diamond Wealth Strategies

Panelists

Tami Kesselman, Chief Impact Strategist & Alchemist, Aligned Investing Global

James Solomon, Principal, Ravinia Capital Group (SFO)

Michael Loeb, Founder, CEO, Loeb.NYC

Steve Fifield, President & CEO, Fifield Companies (SFO)

11:40am

Networking Break

11:50am
Moderator

Tim Rafalovich, Senior Vice President, Wells Fargo, Alternative Equity Investor

Panelists

Cari Lodge, Head of Secondaries and Member of the Investment Committee, Commonfund

Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO)

Moderator

Adi Divgi, President & Chief Investment Officer, EA GLOBAL LLC (SFO)

Panelists

Carlos Imery, Director, IG3 (SFO)

Stuart Caplan, Chief Investment Officer, Partner, Apex Financial Advisors (MFO)

12:30pm

Networking Break & Exhibitor Showcase

1:10pm

Dr. Andrew Holman, Co- Founder & CEO, Inmedix, Inc.

Dr. Shawn Iadonato, CEO, Kineta, Inc.

Craig Philips, President, Kineta, Inc.

1:30pm

Networking Break

1:40pm

Securing Edge Territory for Cyber Security Changes Everything

Peter Bookman, Founder & Chief Executive Officer, guardDog

2:00pm

Virtual Networking Lunch & Exhibitor Showcase

2:30pm

Portfolio Company Showcase

Moderator

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

Panelists

Doug Evans, Founder & President, Presidio Health

Jonathan Strimling, Chairman & CEO, CleanFiber

3:00pm

Networking Break

3:10pm
Moderator

Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory

Panelists

James Sowers, Executive Director, Sowers Family Investments (SFO) / Greater Good Society

Peter Bookman, Founder & Chief Executive Officer, guardDog

Moderator

Mathias Ernst, Founder & CEO, Essentia Futura International LLC

Panelists

Renè Aninao, Managing Partner, CORBU Strategic Intelligence

Steve Brotman, Senior Advisor & Managing Partner, Pritzker Group Venture Capital/ Alpha Venture Partners

3:50pm

Networking Break & Exhibitor Showcase

4:00pm
Moderator

Brian DeLucia, Managing Partner, Arrivato LLC (SFO)

Panelists

Paul Sygrove, Chief Investment Officer, Swig Equities, LLC (SFO)

Prashant Doshi, Founder, Shreem, LLC

Moderator

Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO)

Panelists

Jack Moore, Investment Committee, Maine Medical Center

Bruce Roberts, President/CEO, Carofin, LLC

Stephen Colavito, Jr., Managing Director, Chief Market Strategist, Lakeview Capital Partners

4:40pm

Virtual Networking Reception

5:40pm

Conference Concludes

1star
etc.venues 360 Madison
360 Madison Ave, New York, NY 10017


Registration Pricing

1 user/pass
GP / Service Providers $295
LP / Allocators Complimentary*
Discounted pricing on multiple passes available. Please contact your Opal Representative or info@opalgroup.net for additional details.

*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, Fund Providers as well as Business Development, Sales and Marketing Managers 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
  • Overview of the Real Estate Economy
  • Regulatory/Tax Issues: What Are The Realized Effects Of The New Tax Laws?
  • Opportunity Zones 201
  • Value-Add and Opportunistic vs. Core and Core Plus Investments
  • Real Estate Debt and Alternative Financing Strategies
  • Analyzing Direct vs. Co-Investment vs. Commingled Funds
  • Finding Deal Flow, Acquisitions & Acquisition Due Diligence
  • Real Estate Disrupters 2020: The Future Culprits?
  • Family Office Discussion: What Are You Looking For In This Cycle?
  • 1on1 and group meeting capabilities

  • Live Video Keynote Speakers and Panels Presentations with Q&A

  • Exhibit Hall with branded interactive booths

  • Collateral Information sharing

  • Ability to connect and share contact details with one another

  • Live Chatting Options in sessions, private rooms & Lounge areas for peer to peer or group networking via live chat or video chat

  • Custom 1:1 Meeting Rooms with video conferencing (pre-arranged meetings between LPs/Allocators and Sponsor Managers)

  • Accountants
  • Alternative Investments
  • Angel Investors
  • Attorneys
  • Blockchain
  • Broker Dealers
  • Cannabis
  • Consultants
  • Corporate Pension Plans – Trustee, Administrators, Commissioners, Staff
  • Cryptocurrency
  • Direct Investors
  • Directors of Investments
  • Directors of Manager Selection
  • Economists
  • Emerging and Frontier Markets
  • Emerging Managers
  • Endowments
  • Family Offices
  • Foundations
  • Fund of Funds
  • Hedge Funds
  • High Net Worth Individuals
  • Impact Investing
  • Infrastructure Based Fund Managers
  • Insurance Companies
  • International Markets
  • Investment Banks
  • Investment Research
  • Non-correlated Investments
  • Placement Agents
  • Portfolio Analysts
  • Portfolio Managers
  • Prime Brokers
  • Private Debt/ Credit
  • Private Equity
  • Private Portfolio Companies
  • Public Pension Plans/ Plan Sponsors – Trustee, Administrators, Commissioners, Staff
  • Real Estate Managers
  • Registered Investment Advisors
  • Seed investors
  • Software Providers
  • Sovereign Wealth Funds
  • Taft Hartley Reps – Trustee, Administrators, Commissioners, Staff
  • Technology Companies
  • Venture Capitalists

Manager vs. Investor Breakdown

    Investor Breakdown