Family Office & Private Wealth Fall Forum 2020

November 11, 2020 - November 12, 2020

21 days left

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 for a copy of our Preliminary Agenda.

To request our current agenda, participant list and sponsors

Current as of October 12, 2020

(Schedule Times are in EST)


Conference Opens – Day 1


Opening Remarks


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


Carol Schleif, Deputy Chief Investment Officer, Abbot Downing (MFO)


Richard Hokenson, Founder, Hokenson Demographics

Chris Campbell, Chief Strategist, Duff & Phelps, LLC

Elisabeth Préfontaine, Founder, Octonomics

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


Networking Break


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


Brett Rentmeester, Chief Investment Officer, Jaggi Family Office (SFO)

Clark Briner, Principal, Revere Capital LLC

Tony Crooks, CFA, Director and Senior Portfolio Manager, AEW Capital Management, L.P.


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


Ted Katramados, Director, Associate Portfolio Manager, TAG Associates (MFO)

Alexandra Ergon, CFA, Director of Business
Development, Microvest

Justin Sheehan, CFA, Manager Institutional Portfolio Consultant, World Gold Council

Dan Morehead, CEO and co-CIO, Pantera Capital


Networking Break


Julian Koski, Chief Investment Officer, New Age Alpha LLC

Christopher E. Hillary, CEO, Portfolio Manager, Roubaix Capital LLC


Networking Break


Daniel Davies, Regional Vice President, Private Placement Solutions, Prudential Insurance Company of America

Dan Morehead, CEO and co-CIO, Pantera Capital


Networking Break


Craig Philips, President, Kineta, Inc.

Ryan Kerrigan, Managing Director, Kerrigan Advisors


Networking Lunch


Keynote Presentation


Consumer Investing Strategies with Mantis VC and The Chainsmokers


Networking Break


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


David Robb, Managing Director, Frontier Group (SFO)

Victoria Vysotina, Chief Investment Officer, Family Office RPP (SFO)

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


David Pappalardo, Senior Vice President, Advisor Solutions Practice Leader, Segal Marco Advisors


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

Anna Mabrey, Senior Officer, Calvert Impact Capital


Networking Break


Ronen Schwartzman, Chief Investment Officer, Cooper Family Office


Bill Lemberg, Managing Director, CLO Portfolio Manager, Post Advisory Group


Michael Pompian, Founder and Chief Investment Officer, Sunpointe Investments (MFO)

Keith Seibert, Managing Director, Hedge Funds and Public Markets, CM Capital Advisors, LLC (SFO)


Networking Break


Matthew Mark, Head of Sales, Americas, World Gold Council

Ed Roman, Managing Director, Hack VC


Networking Break


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


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


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

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


Networking Break


Tracking the Smart Money: Family Office CIO/CEO Roundtable


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


Clark Cheng, Chief Executive Officer and Chief Investment Officer, Merrimac Corp (SFO)

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

Michael Sluder, Chief Investment Officer, Synovus Family Asset Management (MFO)


Networking Break


An Inheritance of Value for the Next Generation; A Better Society and World


Laura Cooper, Operations Officer, Cooper Family Office (SFO)


Dayana Mendoza, Ambassador, AID FOR LIFE International

Darryl “DMC” McDaniels, Co-Founder, The Felix Organization


Virtual Breakout Networking Cocktail Reception


Conference Concludes – Day 1

(Schedule Times are in EST)


Conference Opens – Day 2


Opening Remarks


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


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


Spencer Boggess, Managing Director, Alternatives Investment Research, SunTrust Advisory Services, SunTrust Advisory Services (MFO)

Josh Smith, CEO, Solovis


Networking Break


Standalone Presentation

TBA, eVestment


Networking Break


Standalone Presentation


Networking Lunch Break


Keynote Interview

Mitzi Perdue, Philanthropist

Mark Victor Hansen, Author


Networking Break


Creating an Impact Portfolio: Total Portfolio Construction Strategies


Richard Zimmerman, Advisor, WE Family Offices (MFO)


Katie Kalvoda, Founder, G3 Ventures (SFO)

Jeffrey Scheer, Managing Director, Pathstone (MFO)

Mathias Ernst, Founder & CEO, Essentia Futura International LLC


Networking Break


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


Jerry Olynuk, Sr. Vice President & Portfolio Manager, Northland Wealth Management (MFO)


Jim Wang, Advisor, Asset Allocation and Macro Hedging, YMCA Retirement Fund

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


Virtual Breakout Networking Cocktail Reception


Conference Concludes – End of Day 2

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 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)

  • 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