Family Office & Private Wealth Fall Forum 2020

Virtual
November 11, 2020 - November 12, 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 Family Office & Private Wealth Fall Forum (virtual) taking place on November 11-12, 2020. This event will address what has happened in the current financial investment marketplace since the outbreak of COVID-19 as it pertains to family offices and their investments. Discussions will cover a wide variety of investment topics including both traditional and alternative investment asset classes, as well as direct investing, impact investing, non-correlated assets, and many more.

Please join us on this journey to navigate the financial future of the family office world by attending and sharing thoughts on best practices and directions of what needs to be accomplished to secure the stability for family offices in the present and future.

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 November 11, 2020

(Schedule Times are in EST)

8:00am

Conference Opens – Day 1

8:55am

Opening Remarks

9:00am

A Global Macroeconomic and Geopolitical Outlook: State of the Global Economy and International Affairs

Moderator

James Rosebush, Chief Executive Officer, Intersection Impact Fund/The Wealth and Family Office Management Group (SFO)

Panelists

Jonathan Ward, Founder, Atlas Organization; Author China's Vision of Victory

Stacey Dion, Managing Director & Global Head of Government Affairs, The Carlyle Group

David Ranson, President, Director of Research, HCWE & Co.

9:40am

Networking Break

10:00am

Family Office Structure Challenges: Setting the Stage for Managing a Family Office in Today’s World

Moderator

Antonio Curia, Executive Director, Wimmer Family Office (MFO)

Panelists

Muhammad Akram, Founder, Akram & Associates

Thomas Wiese, Senior Managing Director, Institutional Solutions, Lombard International

Jill Creager, Founder & CEO, Providence Family Offices (MFO) / iPaladin, LLC

Thomas J. Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP

10:40am

Networking Break

10:50am

Analyzing Direct Deal Pipelines vs. Co-Investments vs. Commingled Funds

Moderator

Ron Diamond, CEO, Diamond Wealth Strategies

Panelists

David Krauser, Principal, HarbourVest Partners, LLC

Brandon Richter, Partner, Hamilton Robinson Capital Partners

Dave McClure, Founder & Managing Partner, Practical VC LLC

11:30am

Networking Break

11:40am

Cancer Innovation and Impact Investing: The Triple Bottom Line

Presented by

Dr. Shawn Iadonato, CEO, Kineta, Inc.

12:00pm

Networking Break

12:10pm

Keynote Panel Discussion

 

Women from Legacy Families

Moderator

Holly H. MacDonald, Chief Investment Officer, Bessemer Trust (MFO)

Panelists

Whitney Ann Kroenke, Philanthropist

Peggy Dulany, Philanthropist

Mitzi Perdue, Philanthropist

12:50pm

Networking Break

1:00pm

Necessity Retail Real Estate: How American Finance Trust (Nasdaq: AFIN) Creates Value for Investors with a Misunderstood Asset Class

Presented by

Michael Weil, Chief Executive Officer, President and Chairman of the Board of Directors, American Finance Trust and CEO, AR Global Investments, LLC

1:20pm

Networking Break

1:30pm

Standalone

1:50pm

Networking Break

2:00pm

Track A: Non-Correlated/Niche Alternative Fund Strategies and Sectors that Help with Diversification Efforts

Moderator

Courtney Kramer Birnbaum, Senior Advisor, Cooper Family Office (SFO)

Panelists

Dean Rubino, Managing Partner, Kelly Park Capital

David Eyzenberg, President, Eyzenberg & Company

Track B: Comparing Fixed Income and Equity Market Allocation Strategies: Where are the Markets Heading and What Should We Know Moving Forward?

Moderator

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

Panelist

Stacy Haislip, CFA, Director, TAG Associates (MFO)

Gib Dunham, Chief Investment Officer, Bridgeway Wealth Partners, LLC (MFO)

2:40pm

Keynote Interview

H.S.H. Prince Albert II of Monaco & High Patron, The Foundation for Post Conflict Development

Interviewed by

Claudia Abate-Debat, Founder, Foundation for Post Conflict Development

2:50pm

International & Emerging Market Strategies: Where Should You Be Looking and what to be on the Lookout for in the Future?

Moderator

Iva Kaufman, Founder, Iva Kaufman Associates

Panelists

Esther Pan Sloane, Head of Partnerships, Policy and Communications, UNCDF

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

Robert Levin, Managing Director, Emerging Star Capital, LLC

3:30pm

Networking Break

3:40pm

Keynote Interview with Royal Families

Moderator

Jen Bawden, CEO, Bawden Family Office (SFO)

H.R.H. Princess Dr. Nisreen El-Hashemite

Princess Stephanie, Sovereign Baroness de Sarachaga and Head of the House of Sarachaga-Bilbao

4:20pm

Networking Break

4:30pm

Real Estate Investing: Building, Balancing and Adjusting Your Portfolio for Long-Term Driven Returns

Moderator

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

Panelists

Jim Mastandrea, Chairman and CEOWhitestone REIT

James Solomon, Principal, Ravinia Capital Group (SFO)

Sean Davatgar, Principal, Dava Capital (SFO)

Michael Weil, Chief Executive Officer, President and Chairman of the Board of Directors, American Finance Trust and CEO, AR Global Investments, LLC

5:10pm

Networking Break

5:20pm

Keynote Panel Discussion

 

The Tale of Two Ben’s – Aligning Impact and Alpha to sustainably solve the Racial Wealth Gap

 

Come listen and learn from former Super Bowl Champion with NE Patriots, and author, Ben Watson and Private Equity Investor and Social Entrepreneur, Ben Carson, Jr., how they are tackling the defining issue of the next generation and share how intentional investment in closing the racial wealth gap can drive outsized returns and long term sustainable impact.

Moderator

Daniel Hughes, Founder/Co-creator of Athletes Influence, Partner, LOHAS Advisors

Ben Watson, NFL Super Bowl Champion/New England Patriot/Author

Ben Carson Jr., Venture Investor, Social Entrepreneur

6:00pm

Virtual Networking Reception

(Schedule Times are in EST)

8:30am

Conference Opens

8:45am

Virtual Private Closed Door Breakout Sessions for Family Offices (Family Offices ONLY)

Session Facilitator

Kirby Rosplock, Ph.D., Founder & Chief Executive Officer, Tamarind Partners

9:25am

Opening Remarks

9:30am

What is in the Secret Sauce? Sourcing Opportunities & Due Diligence in Today’s Market

Moderator

Eric Dansky, Analyst, Cooper Family Office (SFO)

Panelists

Ira Perlmuter, Founder / Board Member, JSPI Capital Partners, LLC / T5 Equity Partners LLC (SFO)

Vasco Noya di Lannoy, Investment Executive, Sage Group Partners (SFO)

10:10am

Networking Break

10:20am

Track A: Real Estate 2.0: Tax Efficient Strategies for the Current Market

Moderator

Dr. Alexandra Cook, CPA, CGMA, CFF, AAIA, Managing Director, Sunburst Enterprises, LLC (SFO)

Panelist

Sean Morris, Managing Director, CIM Group

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

Track B: Venture Capital

Moderator

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

Panelists

Elizabeth Edwards, General Partner, H Venture Partners

Keith Nilsson, Managing Partner & Co-Founder, Xplorer

Tyler Norwood, Partner, Antler US

11:00am

Networking Break

11:10am

Family Governance and The Single Family Office: Planning for the Next Generation

Moderator

Vanessa Braxton, Chief Executive Office/President, B4MC Group/Black Momma Brands (SFO)

Panelists

Susan R. Schoenfeld, JD, LL.M. Tax, CPA, MBA, CEO/ Founder, Wealth Legacy Advisors LLC

Kirby Rosplock, PhD, Founder & Chief, Executive Officer, Tamarind Partners

Carolann Grieve, Managing Director, GenSpring SunTrust Private Wealth (MFO)

11:50am

Networking Break

12:00pm

Keynote Interview

 

Investing in Women Leaders

Alyse Nelson, President and CEO, Vital Voices Global Partnership

Sally Field, Academy Awards, Primetime Emmy Awards, Golden Globe Awards, and Screen Actors Guild Award Winning Actress & Director

12:40pm

Networking Break

12:50pm

Medical Cannabis Real Estate: Finding high yield properties without high leverage to protect your portfolio’s yield from interest rate sensitivity.

Miki Batch, VP & Co-Founder, New Maple Holdings

1:10pm

Networking Break

1:20pm

Building Client Trust in Times of Change: Why Automating Bill Pay Makes Sense for your Family Office

 

Family Offices are continually looking for ways to further build trust and show value to their families. The ever-changing financial and technology trends and the desire to be on top of what your families need, and offering it before they ask for it, is more important than ever. In this presentation, you will hear why automating bill pay will strengthen that trust and understand the benefits you’ll gain.

Presented by

Kevin Au, Senior Director, Bill.com

1:40pm

Networking Break

1:50pm

Standalone

2:10pm

Networking Break

2:20pm

Leadership in Challenging Times: A Fireside Chat with

Ron Bruder, Founder and Chairman, Global Board, Education for Employment

Simon Sinek, Founder and Visionary, Simon Sinek Inc.

2:50pm

Networking Break

3:00pm

Tracking the Smart Money: Family Office CIO/CEO Roundtable

Moderator

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

Panelists

Carol Pepper, CEO & Founder, Pepper International LLC (MFO)

Arthur C. Salzer, Chief Executive Officer & Chief Investment Officer, Northland Wealth Management (MFO)

James Solomon, Principal, Ravinia Capital Group (SFO)

3:40pm

Networking Break

3:50pm

Portfolio Risk: What Are You Ignoring?

Moderator

Kamil Homsi, Founder & Chief Executive Officer, GRC Investment Group (Dubai) (SFO)

Panelists

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

Michael M. Pompian, CFA, Founder and CIO, Sunpointe Investments

4:30pm

Virtual Networking Cocktail Reception

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


Registration Pricing

1 user/pass
GP Fund Managers / Portfolio Companies / Service Providers $295
Family Office Allocator - End-Only Family Offices over $100M in AUM**, Non-Discretionary Consultants, Endowments, and Foundations can be verified for complimentary access (must be LP allocators to 3rd party fund managers) 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)

  • Academics Specializing in Family Businesses
  • Accountants
  • Alternative Investments
  • Alternative Lending Managers
  • Angel Investors
  • Asset Protection Specialists
  • Attorneys
  • Blockchain Specialist
  • Broker Dealers
  • Cannabis
  • Commodities
  • Consultants
  • Cryptocurrency managers
  • Direct Investors
  • Directors of Investments
  • Directors of Manager Selection
  • Donor Advised Funds
  • Economists
  • Emerging and Frontier Markets
  • Emerging Managers
  • Endowments
  • Energy (oil, gas, cleantech) Managers
  • Equity Managers
  • ESG/SRI/ Impact Investment Managers
  • Estate Planners
  • Family Business Experts
  • Family Offices (Single and Multi)
  • Financial Planners
  • Fintech companies
  • Fixed income managers
  • Foundations
  • Fund of Funds
  • Geopolitical Analysts
  • Hedge Funds
  • High Net Worth Individuals
  • Impact Investing
  • Infrastructure Based Fund Managers
  • Insurance Companies
  • International Markets
  • Investment Banks
  • Investment Research
  • Long-Term Care Specialists
  • Mutual Funds and ETF Funds
  • Non-correlated Investments
  • Outsourced CIO/CFO
  • Philanthropy Specialists
  • Placement Agents
  • Portfolio Analysts
  • Portfolio Managers
  • Prime Brokers
  • Private Debt/ Credit
  • Private Equity
  • Private Portfolio Companies
  • Real Asset Mangers
  • Real Estate Managers
  • Registered Investment Advisors
  • Risk Managers
  • Security Lenders
  • Seed investors
  • Software Providers
  • Sovereign Wealth Funds
  • Start-Up Companies
  • Succession and Generational Wealth Planners
  • Tax Efficient Portfolio Managers
  • Tax Planners
  • Technology Companies
  • Trust Companies
  • Venture Capitalists

Manager vs. Investor Breakdown

    Investor Breakdown