Family Office & Private Wealth Fall Forum 2020
Virtual
November 11, 2020 - November 12, 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 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
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(Schedule Times are in EST) |
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| 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 |
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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) |
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| 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 |
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(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) |
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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 |
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| 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 |
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.
- 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
