Family Office Investment Symposium 2020

Virtual
August 5, 2020 - August 6, 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 Investment Symposium (virtual) taking place on August 5-6, 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 August 6, 2020

(Schedule Times are in EST)

9:15am

Conference Opens – Day 1

9:25am

Opening Remarks

9:30am

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

Moderator

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

Panelists

Richard Hokenson, Founder, Hokenson Demographics

Chris Campbell, Chief Strategist, Duff & Phelps, LLC

Elisabeth Préfontaine, Founder, Octonomics

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

10:00am

Networking Break

10:15am
Moderator

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

Panelists

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.

Moderator

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

Panelists

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

11:00am

Networking Break

11:15am

Julian Koski, Co-Founder, Chief Investment Officer, New Age Alpha LLC

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

11:35am

Networking Break

11:40am

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

Dan Morehead, CEO and co-CIO, Pantera Capital

12:00pm

Networking Break

12:05pm

Craig Philips, President, Kineta, Inc.

Ryan Kerrigan, Managing Director, Kerrigan Advisors

12:25pm

Networking Lunch

1:00pm

Keynote Presentation

 

Consumer Investing Strategies with Mantis VC and The Chainsmokers

1:20pm

Networking Break

1:30pm
Moderator

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

Panelist

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)

Tyler Norwood, Partner, Antler US

Moderator

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

Panelists

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

David Beach, Advisor, Gordian Group, LLC

2:10pm

Networking Break

2:20pm
Moderator

Ronen Schwartzman, Chief Investment Officer, Cooper Family Office

Panelists

Scott Gordon, Founder, CEO and CIO, Silver Spike Capital

Anna Mabrey, Senior Officer, Calvert Impact Capital

Moderator

Ron Diamond, CEO, Diamond Wealth Strategies

Panelists

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

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

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

3:00pm

Networking Break

3:10pm

Joe Cavatoni, Head of Americas and Global
Distribution, World Gold Council

Ed Roman, Managing Director, Hack VC

3:30pm

Networking Break

3:40pm

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

Moderator

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

Panelists

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

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

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

4:20pm

Networking Break

4:30pm

Tracking the Smart Money: Family Office CIO/CEO Roundtable

Moderator

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

Panelists

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

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

5:10pm

Networking Break

5:20pm

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

Moderator

Carla Tardif, Chief Executive Officer, Family Reach

Panelists

Dayana Mendoza, Ambassador, AID FOR LIFE International

Ming Tsai, American restaurateur, Celebrity Chef, Blue Dragon, Family Reach

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

6:00pm

Virtual Breakout Networking Cocktail Reception

6:30pm

Conference Concludes – Day 1

(Schedule Times are in EST)

10:00am

Conference Opens – Day 2

10:55am

Opening Remarks

11:00am

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

Moderator

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

Panelists

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

Josh Smith, CEO, Solovis

Natalia Sokolova, Founder and Managing Partner, SGG WORLD LLC (SFO)

11:40am

Networking Break

11:50am

Standalone Presentation

Katey Bogue, VP Capital Markets, eVestment

12:10pm

Networking Break

12:20pm

Digital Infrastructure: Essential, Tech-centric Real Assets Designed to Carry Economies into the Next Digital Era

Brandon Hunt, Portfolio Manager, Strategic Capital Fund Management

12:40pm

Networking Break

12:50pm

Keynote Interview

Jonathan Granoff, President, Global Security Institute

William J. Perry, 19th U.S. Secretary of Defense

1:20pm

Networking Break

1:30pm

Keynote Interview

Mitzi Perdue, Philanthropist

Mark Victor Hansen, Co-Author for the Chicken Soup for the Soul book series and brand

1:50pm

Networking Break

2:00pm

Standalone Presentation

Hong Jiang, Founder & COO, Aegis BioDefense

2:20pm

Networking Break

2:30pm

Creating an Impact Portfolio: Total Portfolio Construction Strategies

Moderator

Richard Zimmerman, Advisor, WE Family Offices (MFO)

Panelists

Katie Kalvoda, Founder, G3 Ventures (SFO)

Jeffrey Scheer, Managing Director, Pathstone (MFO)

Mathias Ernst, Founder & CEO, Essentia Futura International LLC

3:10pm

Networking Break

3:20pm

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

Moderator

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

Panelists

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

Rakeshh Gupta, Founder & Chief Executive Officer, SayeNvest Capital Advisory Limited

4:00pm

Virtual Breakout Networking Cocktail Reception

4:30pm

Conference Concludes – End of Day 2

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