Napa Valley Marriott, Napa, CA
October 26, 2016 - October 28, 2016
Come and enjoy a bottle of Napa Valley's finest Chardonnay at Opal Group's Annual Family Office & Private Wealth Management Forum - West. Known for the fastest growing population of newly structured family offices, Northern California's wine country provides a beautiful landscape for this three-day event. Largely dominated by first and second-generation families from the Silicon Valley, investment strategies such as Private Equity, Venture Capital, and Technology will be familiar themes throughout the conference. Investment managers and families will come together to discuss the foundations in which they built their wealth, and uncork the various investment strategies in which to keep their portfolios growing and plentiful. Additional hot topics such as impact investing, alternatives, and the trustee beneficiary relationship, will allow for delegates to sample a diverse blend of palatable subjects while networking amongst the grape vines. To cap off the event, attendees will wine and dine in one of Napa's luxurious wineries, creating an experience that they will never forget.
6:30pm - 7:30pm |
Welcome Cocktail Reception Sponsored by: Cheryl Shuman Inc. |
7:00am – 11:00am |
Exhibit Setup |
7:00am– 7:00pm |
Exhibit Hall / Meeting Rooms Open Hospitality Lounge Open for 1-1 meetings |
7:30am – 8:30am |
Networking Continental Breakfast Sponsored by: Storey Living |
8:00am |
Registration |
8:30am – 9:00am |
Co-Chair Opening Remarks
Speaker
Howard Cooper, CEO, Cooper Family Office (SFO) |
9:00am – 10:00am |
How to Structure Your Family Office: A Strategic Planning Mechanism for Family Offices
Moderator
Kirby Rosplock, Founder, Tamarind Partners Inc.
Panelist
Thomas Handler, Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP
Panelist
Rhona Vogel, CEO & Founder, Vogel Consulting (MFO)
Panelist
Fredda Herz Brown, Principal, Relative Solutions LLC
Panelist
Jerry Olynuk, Sr. Vice President & Portfolio Manager, Northland Wealth Management (MFO) |
10:00am -11:00am |
How To Raise Capital From Family Offices: Family Office CIO Roundtable Participate in the first Raising Capital from Family Offices Masterclass where you will hear from leading single and multi-family office LPs. They will discuss how to source, pitch, and close family offices allocations across alternative asset classes, including private equity, real estate, hedge funds and many more. A discussion of co-investments, direct investments and other opportunities that family offices are looking to invest in the next 12 months.
Moderator
Brian Smiga, Partner, Alpha Venture Partners / Pritzker Group Venture Capital
Panelist
Carol Pepper, CEO & Founder, Pepper International LLC (MFO)
Panelist
Jeff Marshall, Managing Director of Portfolio Management and Research, Convergent Wealth Advisors (MFO)
Panelist
Joseph Meyer Jr., President/Chief Investment Officer, Statim Holdings, Inc. (SFO)
Panelist
Paul Kang, President/CIO, Member of the Investment Committee, AltaCap (SFO) |
11:00am -11:30am |
Networking Refreshment Break in Exhibit Hall Sponsored by: Akina Group
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11:30am -12:00pm |
Keynote Presentation:
Keynote Speaker
John Sitilides, Principal, Trilogy Advisors LLC |
12:00pm -12:20pm |
Size matters – Small is Beautiful: The Impact of Portfolio Diversification and Selection on Risk and Return in Private Equity Thomas Frei, Senior Partner, Akina Group |
12:20pm -12:40pm |
Capturing the Regulatory Premium: Finding Alpha in the Decline in Bank Lending Brendan Ross, President and Portfolio Manager, Direct Lending Investments |
12:40pm - 1:00pm |
Saving Land and Saving Taxes: The Power of Conservation Easements Jim Sullivan, Vice President of Business Development, Forever Forests |
1:00pm - 2:00pm |
Networking Luncheon |
2:15pm – 3:15pm |
Real Estate in Private Equity
Moderator
Ricky B. Novak, General Counsel; Real Estate & Tax Advisor, The Strategic Group of Companies
Panelist
Bill Shopoff, President, Shopoff Realty Investments
Panelist
Rich Day, Principal, Chartwell Capital Partners
Panelist
Randy Williams, Founder and CEO, Keiretsu Capital
Panelist
Mike Green, Principal, Virtú Investments Opportunities in Private Credit
Moderator
Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO)
Panelist
Aamir Sheikh, CIO, Echelon Asset Management
Panelist
Matt Gilbert, Director, PCG Select Series 1
Panelist
Brent Zimmerman, CEO, ReSpring
Panelist
Tim Morgan, Director of Institutional Sales, TriLinc Global LLC |
3:15pm - 4:15pm |
Traditional Real Estate Investing
Moderator
Stephen Braun, Senior Vice President, J.I. Kislak Inc. (SFO)
Panelist
DJ Van Keuren, Director – Family Office Capital, Arsenault Family Office (SFO)
Panelist
David Sobelman, Founder and Managing Member, Generation Income Properties
Panelist
Jim Neilas, Managing Director, Storey Living
Panelist
Chris Kemper, Founder & CEO, Palmetto New Alternative Investment Strategies: The Demand for a Higher Level of Portfolio Diversification and Efficiency
Moderator
Michael Wu, CFA, Senior Family Investment Officer, GenSpring Family Offices (MFO)
Panelist
Clay Smudsky, Head of Distribution, SoFi
Panelist
Cheryl Shuman, CEO, Cheryl Shuman Inc.
Panelist
Josh Young, Portfolio Manager, Bison Interests LLC |
4:15pm - 5:15pm |
Impact Investing 2.0: Investing with Value and Purpose
Moderator
Josh Cohen, Managing Partner / Co-Founder, City Light Capital / The Impact / Tyden Ventures (SFO)
Panelist
Jacqueline Holmes, Founder & Chief Investment Officer, Midori Management (SFO)
Panelist
Jonathan Tower, Arctaris Royalty Partners
Panelist
Gerhard Pries, CEO and Managing Partner, Sarona Asset Management
Panelist
John Girton, President, Girton Capital Management, Inc. Thinking Outside the Box – Investing in Non-Correlated Alternative Assets:
Moderator
Biff Pusey, Senior Wealth Advisor & Portfolio Manager, Keel Point (MFO)
Panelist
Albert Richards, CEO, Alambic Investment Management, L.P.
Panelist
G. Andrea Danese, CEO & President, Athena Art Finance Corp
Panelist
Scott Smith, President, Aquarius Equipment Finance Inc.
Panelist
Jay Pestrichelli, Co-Founder, ZEGA Financial, LLC |
5:15pm - 6:15pm |
Networking Cocktail Reception in Exhibit Hall Join us and unwind with fellow industry professionals for refreshments during our last networking break of the day. Sponsored by: Wine Sponsors:
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7:00am– 7:00pm |
Registration / Exhibit Hall / Meeting Rooms Open Hospitality Lounge Open for 1-1 meetings |
7:30am – 8:30am |
Networking Continental Breakfast in Exhibit Hall Sponsored by: Forever Forests
|
7:30am – 8:30am |
Private Closed Door Breakfast Roundtable: Family Office And Multi–Family Offices ONLY This private, closed-door session will be organized for foundations, family offices, multi-family offices, and accredited high-net worth individuals to address issues these organizations/individuals endure day-to- day. Two Advisory Committee members will lead the panel in discussions on areas of specific concern. No managers will be allowed in the session, no exceptions.
Facilitator
Amy Brodsky, Founding Partner, Sky Partners LLC
Facilitator
Stacey Alcorn, CEO, Laer Realty Partners |
8:30am – 8:40am |
Opening Remarks |
8:40am – 9:00am |
Class A Multi Family – Are Build-to-Core Strategies Still Viable? Jim Neilas, Managing Director, Storey Living |
9:00am – 9:20am |
Reducing Taxes Responsibly – Simple, Repeatable, Exceptional Gordon C. Short, Managing Director of Tax Advisory Services, globalX |
9:20am – 9:40am |
Debunking the Risk/Reward Myth in Growth Investing Nicholas Haffenreffer, Partner and Portfolio Manager, Torray LLC |
9:40am – 10:40am |
Investing in The Cannabis Industry
Moderator
Rick McDonald, Managing Partner, U.S. Advisory Group (MFO)
Panelist
Sherri Haskell, CEO, Cannaangels LLC
Panelist
Bill Brothers, President, Arizona Facilities Supply
Panelist
Adam Bierman, Chief Executive Officer and Co-Founder, MedMen
Panelist
Micah Tapman, Partner and Managing Director, CanopyBoulder A Critical Look at Hedge Funds: What’s Next For Alternatives?
Moderator
Howard Cooper, CEO, Cooper Family Office (SFO)
Panelist
Keith Seibert, Managing Director, Hedge Funds and Public Markets, CM Capital Advisors (SFO)
Panelist
Bret Ackerman, CIO, Anato Investment Group, LLC
Panelist
Thomas Molloy, Executive Director with the Alternative Investments and Structured Products Group, JP Morgan
Panelist
Michael Abraham, Director, Indemnity First |
10:40am -11:00am |
Networking Refreshment Break in Exhibit Hall Sponsored by: Torray LLC
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11:00am -12:00pm |
Private Equity and Venture Capital – Opportunities and Threats
Moderator
Tim Rafalovich, Senior Vice President, Wells Fargo, Alternative Equity Investor
Panelist
Skip Coomber, President, Coomber Family Estates (SFO) / Dragon Trust Family Office (SFO)
Panelist
Jonathan Smiga, Managing Partner, Keen Growth Ventures
Panelist
David Orban, Managing Partner, Network Society Ventures
Panelist
Ben Levy, Co-Founder, BootstrapLabs Insurance Dedicated Funds: How Families Invest in Hedge Funds and Other Asset Classes Tax Efficiently…
Moderator
David Wertentheil, Partner, Worth Venture Partners
Panelist
Steven L. Dymant, Managing Director, Head of Marketing and Investor Relations, Echelon Asset Management
Panelist
Karen Halliday, Managing Director, Golub Capital
Panelist
Rick Plate, Regional Vice President, Private Placement Life Insurance, Prudential Financial |
12:00pm -12:45pm |
Investing in Growth: New Strategies for Investing in Emerging and Frontier Markets
Moderator
S. Michael Sury, Chairman, INDORUS Holdings LLP (SFO)
Panelist
Renato Alessandro Iregui, Principal, Raire Family Office (SFO)
Panelist
Bradford E. Willmore, Executive Managing Director and Portfolio Manager, Sarus Capital Management, LLC Investing in the Evolving Real Asset & Energy Market: This panel will examine the real assets and energy markets including, timber, precious metals, land mitigation, and oil and gas exploration.
Moderator
Abigail E. Laufer, CEO, Ferguson Family Office (SFO)
Panelist
Ethan Doyle, Senior Vice President, Tiedemann Wealth Management (MFO)
Panelist
Kris Webster, Head of US Investment Team, Magellan Asset Management (MFG)
Panelist
Yves Siegel, CFA, Managing Director, Neuberger Berman |
12:45pm - 2:00pm |
Networking Luncheon |
2:00pm – 2:45pm |
Direct Investing / Co-Investing:
Moderator
Robert Blabey, Chief Investment Officer, Align Private Capital (MFO)
Panelist
David Dlugolenski, Director - Private Equity, The Strategic Group of Companies
Panelist
David Robb, Managing Director, Frontier Group (SFO)
Panelist
Sasha Bernier, Senior Investment Analyst/Vice-President, Cheltenham Investments (SFO) |
2:45pm - 3:45pm |
Investing in Innovative Technology: Investments that change the Future
Moderator
Nathan McDonald, Managing Partner and CEO, Keiretsu Capital
Panelist
Clark Tedford, President & CEO, LumiThera, Inc.
Panelist
Don Megrath, CFO, Abom
Panelist
Jordan Schneider, CEO, TexDel
Panelist
Caitlin Cameron, CEO, Otonexus |
3:45pm - 4:30pm |
Shared Family Decision Making: Best Tools and Practices for Family Offices of the Future Many families have to consider a new rubric of decision making after the founder’s passing. This panel will share some of the various tools, structures and best practices of shared family decision making that helps a family of wealth and their family offices endure. From family councils, family meetings, committees and boards of directors, this panel will highlight some of the opportunities for continuity and longevity that family governance provides. This panel will key into current trends, and new insights to family governance including aspects of leadership, succession, grooming next generation family members and passing the baton. This panel of first class industry experts will share their experiences on how family governance may help build bridges across generations to achieve long-term sustainability and continuity of the family and its wealth.
Moderator
Gene Miller, Managing Director, Bruderman Asset Management (MFO)
Panelist
Doug Hood, Founder, Impactful Conversations
Panelist
Sandy Juranich, Senior Family Wealth Advisor, GenSpring Family Offices (MFO)
Panelist
Jordan Waxman, Managing Director, HSW Advisors (MFO) |
4:30pm - 4:50pm |
Cyber Security With cyber security dominating the headlines, how should families and advisors prepare for the unanticipated and often unimaginable?
Randy Nornes, Executive Vice President, Aon Risk Solutions |
4:50pm - 5:30pm |
Keynote Presentation
Keynote Speaker
Supervisory Special Agent David Chaves, Senior Agent, Federal Bureau of Investigation |
5:30pm - 6:30pm |
Networking Cocktail Reception Sponsored by: Echelon Asset Management Wine Sponsor: Coomber Family Ranch Wines |
7:30am - 9:00am |
Networking Continental Breakfast Sponsored by: Direct Lending Investments |
7:30am - 12:00pm |
Registration / Exhibit Hall / Meeting Rooms Open
Hospitality Lounge Open for 1-1 meetings |
7:30am - 9:00am |
Private Closed Door Breakfast Roundtable: Family Office and Multi –Family Offices ONLY
Compensation in Family Offices
This private, closed-door session will be organized for foundations, family offices, multi-family offices, and accredited high-net worth individuals to address issues these organizations/individuals endure day-to-day. Two Advisory Committee members will lead the panel in discussions on areas of specific concern. No managers will be allowed in the session, no exceptions.
Facilitator
Linda Mack, President and Founder, Mack International, LLC
Facilitator
Trish Botoff, Principal Consultant, Botoff Consulting, LLC |
9:00am - 9:15am |
Opening Remarks |
9:15am - 9:45am |
Investing in Local Heroes… and what Philanthropy and Chocolate have in common
Keynote Speaker
Scott Fifer, Founder & CEO, GO Campaign |
9:45am - 10:30am |
Engaging the Next Gen to Be Stewards of the Family Legacy
Speaker
Meaghan Kennedy Townsend, Member, Kennedy Family Office (SFO)
Speaker
Michelle Cooper, Family Member, Cooper Family Office (SFO)
Interviewer
Natasha Pearl, CEO and Founder, Aston Pearl |
10:30am-11:30am |
Knowing When to Make Your Move: Managing Volatility & Risk to Maximize Investment Returns
Moderator
Garbis Mechigian, Managing Director, CTC/My CFO (MFO)
Panelist
Chris Brown, Portfolio Manager, Veritable, LP (MFO)
Panelist
Brad Miller, President/CEO, Peninsula Family Office (MFO)
Panelist
Mark Renz, Chief Investment Officer, Socius Family Office (MFO)
Panelist
Henley Smith, Senior Vice President, Vanderbilt Avenue Asset Management |
11:30am -12:15pm |
Can Trusts still benefit my Family?
Moderator
Thomas Moore, Senior Vice President, Client Advisor, PNC Wealth Management
Panelist
Susan Schoenfeld, CEO and Founder, Wealth Legacy Advisors LLC
Panelist
Carolyn Weiss, Chief Financial Officer and Treasurer, The New York Community Trust |
12:15pm |
Closing Remarks |
1:00pm |
Napa Valley Wine Tour and Luncheon Networking Event at Inglenook |
Single | SOLD OUT |
Double/Double | SOLD OUT |
Please see the below nearby hotels:
.1 miles (next door)
2.1 miles
2.6 miles
Standard Rate | |
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Asset Managers & Service Providers | $2,895 |
***Family Offices (Single/Multi), Endowment, Foundation, and Non-Discretionary Consultant (subject to qualification) | Complimentary* |
*** These include: organizations that are solely investing on their own behalf in alternatives and do not sell any alternative investment products or services to clients including; sovereign wealth funds, pension funds, endowments, foundations, family offices, private clients and treasury.
*Subject to Opal Group's approval. Eligibility will be verified.
Napa Valley Wine Tour and Luncheon Networking Event
Panel Entitled: Raising Capital from Family Offices Masterclass
UNIQUE CONFERENCE FORMAT
This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. Power Point presentations are prohibited during the sessions but may be made available on our mobile app. Please send in PDF or PowerPoint format if you would like to have presentation included on App. *Only Standalone Speakers will be allowed to use PowerPoints, but cannot pitch products or advertise anything with their firms.*
GO Campaign improves the lives of orphans and vulnerable children around the world. GO identifies and partners with grassroots local heroes who are transforming their communities, one child at a time. Since 2006, GO has impacted over 88,000 children across 30 countries. www.gocampaign.org