Virtual
September 10, 2020
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.
(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 |
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.
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)