Direct Investment Forum 2021

Austin Marriott Downtown, Austin, TX
September 28, 2021

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Opal Group is proud to launch our Direct Investment Forum taking place in-person on September 28th, 2021. This forum will highlight the direct and co-investment marketplace for family offices and institutional investors. We will cover a variety of strategies of direct investing and co-investing into early stage portfolio companies, real estate, private equity, direct lending and much more. While also expanding how long term investors are continuing to shift their asset allocation plans to the private market space in an effort to counter future market shifts through direct & co-investment vehicles.

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. Please join us on this journey to navigate the Direct Investing landscape by attending and sharing thoughts on best practices and directions of deal flow opportunities.

For additional information, please email for a copy of our Preliminary Agenda.

To request our current agenda, participant list and sponsors

Current as of September 16, 2021

(Schedule Times are in EDT)


Conference Check In & Exhibitor Set Up


Welcome Networking Lunch


Opening Remarks


Investor Roundtable Discussion


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


Sophie Durey, Venture Program Manager, Tamar Capital (SFO)

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

Carol Pepper, Chief Executive Officer & Founder, Pepper International LLC (MFO)


Investing in Disruptive Technology and Innovation


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


Sumit Rai, Managing Partner, Rai Family Office (SFO)

Elizabeth Addonizio, Co-Founder, GEDI

Zack Ellison, Managing General Partner, Applied Real Intelligence LLC


Networking Break


Portfolio Company Showcase


Joe Merrill, Partner, Sputnik ATX


Barry Mione, CEO, SaveDay


Alternative Financing, Direct Lending and Direct Investing in Real Estate


Biff Pusey, Jr., JD, Partner, Kimble Advisory (MFO)


Oliver Wriedt, HighKey Capital LLC

Gunes Kulaligil, Co-Founder, Methodical Valuation and Advisory

Bill Lawton, CEO, Seagate Global Group


Sourcing Opportunities, Portfolio Risk & Due Diligence in Today’s Market


Samira A. Salman, Founder & CEO, Salman Solutions


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

Joe Milam, Founder, AngelSpan/The Legacy Funds

Don Megrath, Managing Director, VectorPoint Ventures, LLC

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


Networking Reception / Conference Concludes

Austin Marriott Downtown
304 East Cesar Chavez Street, Austin, Texas 78701

Room $245
Rates are subject to applicable state and local taxes (currently 17.614%) in effect at the time of check in.

If a guest does not check-in on the reserved check-in date (and has not notified the hotel of any changes), the room will be subject to release. If the room is released, deposits will not be returned and guest credit card will be charged for the entire stay.

Registration Pricing

Service Providers: (Attorneys, Law Firms, Accounting/CPA Firms, Insurance Companies, Rating Agency, Cybersecurity, Compliance/Audit, Trustee/Custodian and other industry service providers) $2,495
Private Market Specialists: (Private Companies - Start-Ups, Private Equity Managers, Venture Capital Managers, Angel Groups, SPAC Sponsors, Investment Banks, Prime Brokers, Broker-Dealers, ESG & SRI Managers, Real Estate Managers, Direct Lenders, Private Credit Managers and other direct investment solution providers) $2,495
Public Market Specialists: (Hedge Funds, Equity Managers, Mutual Funds, ETF’s, RIA’s, Exchanges and other public market specialists) $2,495
Investors: (Family Offices, Endowments, Foundations, Corporate Pensions, Fee-Only RIA’s and other Institutional allocators) Complimentary*

*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