Direct Investment Forum 2020

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 for a copy of our Preliminary Agenda.

To request our current agenda, participant list and sponsors

Current as of

(Schedule Times are in EST)


Conference Opens


Opening Remarks


Investor Roundtable Discussion


Ron Diamond, CEO, Diamond Wealth Strategies


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)


Networking Break


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


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

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


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


Carlos Imery, Director, IG3 (SFO)

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


Networking Break & Exhibitor Showcase


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

Dr. Shawn Iadonato, CEO, Kineta, Inc.

Craig Philips, President, Kineta, Inc.


Networking Break


Securing Edge Territory for Cyber Security Changes Everything

Peter Bookman, Founder & Chief Executive Officer, guardDog


Virtual Networking Lunch & Exhibitor Showcase


Portfolio Company Showcase


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


Doug Evans, Founder & President, Presidio Health

Jonathan Strimling, Chairman & CEO, CleanFiber


Networking Break


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


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

Peter Bookman, Founder & Chief Executive Officer, guardDog


Mathias Ernst, Founder & CEO, Essentia Futura International LLC


Renè Aninao, Managing Partner, CORBU Strategic Intelligence

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


Networking Break & Exhibitor Showcase


Brian DeLucia, Managing Partner, Arrivato LLC (SFO)


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

Prashant Doshi, Founder, Shreem, LLC


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


Jack Moore, Investment Committee, Maine Medical Center

Bruce Roberts, President/CEO, Carofin, LLC

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


Virtual Networking Reception


Conference Concludes

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 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
  • 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