Family Office & Private Wealth Management Forum 2017

Conference Details
Agenda
Hotel Information
Registration Pricing

As Opal Group’s flagship event, The Family Office & Private Wealth Management Forum has become Opal’s largest family office event in the world. Known for its rich history and magnificent mansions, Newport, RI attracts thousands of delegates each year. The voyage begins with an annual Regatta Cup race, giving delegates an opportunity to find their inner competitor, and race across the harbor. In the course of three days, family offices, private investors, and investment managers navigate their way through the choppy waters of the past recession, while continuing to explore the best ways to map out their portfolios. With over 1000 delegates there is always an opportunity to meet potential clients. Discussions will cover a wide variety of investment topics including direct investing, impact investing, non-correlated assets, and many more. Come join us this July-- the forecast calls for fun, networking, and favorable prospects for preserving your family’s wealth.

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.*

8:00am	America’s Regatta Cup Networking Event (Shuttle service begins at 7:15 am. Limited space available. Advanced registration required.) Boat Sponsors include: ABOM Art Analysis & Research Bouxtie Inc. Fi-Tek LLC and Rockit Solutions, LLC HCN, The Hotel Communication Network Keiretsu Capital
8:00am	Exhibit Setup / Registration
9:00am	Exhibit Hall / Hospitality Lounge Open
10:00am	Open Workshop Marketing Technology’s Role in Growing AUM Graig Norden, President, Freewheel Marketing
11:00am	Open Workshop and Brunch Keynote Presentation In conjunction with Family Office Networks Healthcare Innovation: The Changing Landscape This presentation will explore the drivers of healthcare innovation including patient outcomes, technology and economics. We will review the historical evolution of the structure and reimbursement of healthcare delivery in the United States and the impact of science and technology on those drivers. Finally, we will investigate the disruptive potential of aligning market forces with patient outcomes through patient centered reimbursement paradigms and technologies to transform the US healthcare system into one which creates greater value per dollar and results in healthier patients. Keynote Speaker Alfred E. Slanetz, Ph.D., President & CEO, Geneius Biotechnology, Inc.
12:15pm	Chairman Opening Remarks Michael Pompian, Founder and CIO, Sunpointe Investments (MFO)
12:25pm	Size Matters – Small is Beautiful: The Impact of Portfolio Diversification and Selection on Risk and Return in Private Equity Thomas Frei, Senior Partner, Akina Ltd.
12:45pm	The Dangers of Rising Interest Rates: Protecting Yourself in the Equity Markets Chad Naylor, CEO and CIO, Naylor & Company Investments, LLC
1:05pm	Managed futures: still relevant in 2017 and beyond? Matt Osborne, Founder and CIO, Altegris Investments
1:25pm	Debunking the Risk/Reward Myth in Growth Investing Nicholas Haffenreffer, Portfolio manager & Principal, Torray LLC
1:45pm	A Global Macroeconomic Outlook and Forecast: State of The Economy Moderator S. Michael Sury, Chairman, INDORUS Holdings LLP (SFO) Panelist Norm Champ, Partner, Kirkland & Ellis LLP, former Director, SEC Division of Investment Management Panelist Mustafa Saiyid, Senior Financial Sector Expert, IMF Panelist Axel Merk, President & CIO, Merk Investments Panelist Robert Borden, CEO and CIO, Delegate Advisors (MFO) Panelist Karthik Sankaran, Director, Global Strategy, Eurasia Group
2:45pm	Keynote Presentation Keynote Speaker John Rutledge, Chief Investment Officer, Safanad Inc.
3:25pm	Networking Refreshment Break Sponsored by: Torray LLC
3:45pm	Track A Track B Non-Correlated Fund Strategies Is there a new look to alternative assets that are non-correlated or is the party over? What are the assets that investors should consider? Moderator Aviva Pinto, Director, Bronfman Rothschild (MFO) Panelist Scott Smith, President, Aquarius Equipment Finance, Inc. Panelist John Hartzell, Managing Partner, Milton Point Capital, LLC Panelist Greg Branch, CIO, SCIO Capital Panelist Kevin Craney, Associate Director of Asset Management, RJ Oasis Opportunities in Private Credit and Fixed Income Moderator Josh Roach, Managing Director, Lloyd Capital Partners (SFO) Panelist Aaron Peck, Managing Director and CIO, Monroe Capital Corporation Panelist Andrew Curtis, Managing Director, Z Capital Group, L.L.C. Panelist Bruce Roberts, Founder, CEO, Carolina Financial Securities, LLC Panelist Garey M. Fuqua, Head of Municipal Securities, Tortoise Credit Strategies
4:45pm	Track A Track B The Modern Day Family Office: How To Properly Structure & Select Resources That Fit Your Family’s Needs What are the key considerations for families or individuals establishing a family office? What are key planning mechanisms that a family office should consider before they set up a family office? Why does a family need a strategy? How do you formulate one? What components and considerations must go into your planning process? Setting your family wealth strategy. Setting your family business strategy. Planning for the investible: Estate Tax Considerations During this panel, leading family office advisors will share best practices on the legal, financial, compliance, estate planning, tax, family governance, investments and wealth transfer considerations that need to be assessed when establishing a de novo family office Moderator Kirby Rosplock, Founder, Tamarind Partners Inc. Panelist Joseph Ehrlich, Executive Vice President and Principal, Owens Group Insurance Panelist Carol Pepper, CEO & Founder, Pepper International LLC (MFO) Panelist Carolyn Greenspon, Family Business Consultant, Relative Solutions LLC Panelist Liesel Pritzker Simmons, Co-Founder and Principal, Blue Haven Initiative (SFO) Opportunities, Trends and Challenges for Investing in Real Estate in Private Equity Moderator Brian DeLucia, Managing Partner, Arrivato LLC (SFO) Panelist Chris Moench, CEO, Directed Capital Panelist Matt Jenkins, Partner/CFO, (Re)Spring Panelist Dominic Sergi, CEO, Clear Height
5:45pm	Track A Track B Breaking Down What’s Happening with Hedge Funds and Where Should We Be Looking? Moderator Howard Cooper, CEO, Cooper Family Office (SFO) Panelist Amy Hirsch, CEO & CIO, Paradigm Consulting Services, LLC., Chief Operating Officer & Co-CIO, RD Legal Capital, LLC Panelist Joseph A. Meyer, Jr., President, Statim Holdings, Inc., General Partner, Arjun LP Panelist Christopher R. Zani, CFA, Portfolio Manager, Acadian Asset Management LLC Traditional Real Estate Investing: Building, Balancing and Tweaking Your Portfolio What type of assets are you considering to invest into right now? What are your target returns? How do you view the market going into this year compared to last year? What markets are you looking to invest into? Do you see any “waves” on the horizon and if so how do you plan on handling that? What type of capital are you looking for right now? RePe / family offices / institutions/ all the above? What are some of the challenges that you have faced over the last year and how have you handled that? Moderator DJ Van Keuren, Director – Family Office Capital, Hayman Family Office (SFO) Panelist Christina Podoll, VP of Operations, SARA Investment Real Estate Panelist Rick Brace, Director, AEW Research, AEW Capital Management, L.P. Panelist Scott Leventhal, President and Chief Executive Officer, The Trillist Companies, Inc.
6:30pm - 7:30pm	Networking Cocktail Reception Sponsored by: Akina Ltd.

7:00am	Continental Breakfast Sponsored by: Altegris Investments Registration / Exhibit Hall Open / Hospitality Lounge Open
General Session	Brenton Hall – General Session Room
7:30am	Private Closed Session for Family Offices (Family Offices ONLY) This private, closed-door session is designed exclusively for foundations, family offices, multi-family offices, non-discretionary consultants and accredited high-net worth individuals. Opal is committed to enhancing experiences and interaction for Families and Family Offices and is consequently dedicating an extended session to them. Topic: Family Office Issue Processing Peer-to-peer conversation on key issues for participants, which will depend on interest, and may include: Participants are expected to share experiences, thoughts, concerns, challenges, and solutions in a private peer exchange setting. The session will be a facilitated, interactive, dynamic conversation among the participants. No Managers or Service Providers will be allowed in the session, no exceptions. Facilitators Amy Brodsky, Founding Partner, Sky Partners LLC
8:30am	Opening Remarks – Brenton Hall – General Session Room
8:40am	Track A Track B Private Equity and Venture Capital Moderator Mark Renz, Chief Investment Officer, Socius Family Office (MFO) Panelist John Chadwick, Founder & Partner, Claritas Capital Panelist Ceasar N. Anquillare, Chairman & CEO, Winchester Capital Panelist Michael Falk, CEO and Chairman, Comvest Partners Panelist Andrew Reilley, Managing Director, VCFA Group CLO Strategies and Why Should Family Offices Invest in them? How has the CLO market performed? Role of volatility in CLOs CLO Volume International versus Domestic CLO markets How to select a CLO Manager Moderator Art Cooper, COO, Cooper Family Office (SFO) Panelist Keith Ashton, Portfolio Manager- Partner, Ares Management LLC Panelist Neil Desai, Portfolio Manager, Structured Products, Highland Capital Management Panelist David Heilbrunn, Senior Managing Director, Head of Product Development & Capital Raisingzani, Churchill Asset Management Panelist Levoyd Robinson, CFA, Managing Principal, Chicago Fundamental Investment Partners, LLC
9:40am	Track A Track B Investing in the Cannabis Industry Private vs. Public? Ancillary non-regulated businesses vs. Regulated “touching the plant” business investments? Importance for cannabis to be part of your investment portfolio What are additional diligence items and risks important for investing in this business category? Should I invest in a fund or into specific companies as a direct investment? What are the ranges of opportunities both domestically and internationally? Moderator Sasha Bernier, Senior Investment Analyst/Vice-President, Cheltenham Investments (SFO) Panelist Steve Koskie, Partner, Handpicked Capital Panelist Bill Brothers, President, AFS Panelist Steve Schuman, Founder & Managing Director, Halley Venture Partners Panelist Boris Jordan, Managing Partner, Measure 8 Venture Partners LP Investing in Innovative Technology: Investment that Change the Future Disruption — Technical and Medical advancements how to find them – Attracting Investments from the Family Office Community – How to find and build this relationship How much interaction do you expect from your investor — Describe some positive and negative experiences? Connecting Family Office and Institutional investors to unprecedented access to early stage Technology and Medical investment opportunities – Pluses and Minuses for the family office Returns—How does the Family Office best capitalize on these investments—Exit vs. IPO Moderator Nathan McDonald, Managing Partner and CEO, Keiretsu Capital Panelist Kevin Bidner, CEO, HCN, The Hotel Communication Network Panelist Don Megrath, CEO, ABOM Panelist Curt Bilby, CEO, Art Analysis & Research Panelist Andrew Ury, CEO, ACTX Panelist Renato Libric, Founder and CEO, Bouxtie Inc.
10:40am	Networking Refreshment Break Sponsored by: Advocate Capital Management LLC
General Session	Brenton Hall – General Session Room
11:00am	Macro Risk Hedging: A Viable Long Term Hedging Solution Scott Peng, PhD., Founder and CEO, Advocate Capital Management LLC
11:20am	Permanent Capital–A New Old Thing You Don’t Know Enough About Julia D. Corelli, Partner, Pepper Hamilton LLP Stephanie L. Pindyck-Costantin, Partner, Pepper Hamilton LLP
11:40am	Asking the Right Questions: How to Analyze Your Investments Join Tate Haymond from eVestment as he shares methods you can use to perform more thorough due diligence around areas such as manager fees and private equity investments. Tate Haymond, Senior Vice President, Business Development, eVestment
12:00pm	Keynote Presentation: Family Legacy Building Keynote Speaker Justin Rockefeller, Global Director of Family Offices and Foundations, Addepar, Co-Founder and member of the Board, The ImPact, and Trustee and Member of the Investment and Audit Committee, Rockefeller Brothers Fund
12:30pm	Family Office CIO Roundtable Family Office CIOs and Pension Funds are determined to lower fees paid to GPs. Some of these methods include: increasing direct co-investment, seeding GPs (in exchange for lower fees), pressing for performance hurdles and lower fees. In addition, team-constrained CIOs need the expertise, diligence, relationship capital and deal flow from their GPs. Our panel of CIOs will explore how the LP/GP relationship will evolve over the next decade. Moderator Brian Smiga, Partner, Alpha Venture Partners / Pritzker Group Venture Capital Panelist Gordon "Grant" Curtis, Director of Investments, CI Investments (SFO) Panelist Brandon Rath, Chief Investment Officer, Calamar (SFO) Panelist Stephen Lack, President/ Chief Investment Officer, Galapagos Partners (MFO)
1:30pm	Networking Luncheon
General Session	Brenton Hall – General Session Room
2:45pm	Keynote Presentation: The Wealth Inheritor’s Dilemma Who is the voice for the wealth inheritor – the adult children who inherit the family’s fortune? Most often, it is not wealth management professionals. They are typically focused on maintaining the fee-paying relationships with the wealth holder, and usually that comes at the expense of the inheritor’s happiness. Family wealth expert and author Charles Lowenhaupt explains why too many adult children are miserable because of the stifling control exerted by their parents and their family’s money. Surprisingly, though, wealth holders have a way out, but they have to make a conscious decision. Do they want to be controlled by their family wealth, or not? Likewise, what is the right level of control — if any — for wealth holder parents? Each time wealth inheritors and wealth holders make an active choice, they both emerge happier no matter what the decision. Charles discusses constructive ways how wealth inheritors and well-meaning parents can resolve control issues that cause too much family dysfunction. Keynote Speaker Charles A. Lowenhaupt, Chairman, Lowenhaupt Global Advisors Family Office (SFO)
3:15pm	Track A Track B Investing in Insurance and Insurance Dedicated Funds What are PPVA and PPVUL and how do they work? What is an Insurance Dedicated Fund (IDF)? Who is more suitable for PPVA? Who is more suitable for PPLI? Managed Accounts: What are the benefits? Where and how have they been used versus an IDF? What are the general parameters about what you can and cannot do in this space? Are there ways family offices can invest directly into insurance risk? What are the underlying products insurance linked funds invest in? What are the expected returns? How do investors get comfortable with the analytics/underlying portfolio metrics/risk? What is the current size of the traditional reinsurance industry relative to the insurance linked funds? Expectations for growth? Moderator Abby Flamholz, Managing Partner, Worth Venture Partners Panelist Matthew D. Saldarelli, Forester Capital, L.L.C. Panelist Perry Green, Director, Aon Securities Panelist Ed Torres, Managing Director, Mercalli Investment Management Impact Investing 2.0: Investing with Value and Purpose Can you invest in impact in all values/issue areas? Why or why not? For those passionate about medicine but not sure how or what to invest in, how does impact investing bridge that gap? For an investor new to impact, what advice would you give in terms of asset class, diversification, values alignment, and entry point? For an investor new to impact, what advice would you give in terms of asset class, diversification, values alignment, and entry point? For-profit deals and the actual structuring of it, financials, and impact achieved or hope to achieve? Why Co-Investments are so important and give an example Public market options that demonstrate the due diligence conducted and financials/impact terms What is the biggest misconception about impact investing? All – added post call – if time permits What are the top issue areas we’re seeing impact investing making huge strides both in terms of financial and social returns? Moderator Jennifer Kenning, CEO & Co-Founder, Align Impact Panelist Ben Bingham, CEO, 3Sisters Sustainable Management LLC Panelist Richard G. Sass, Chairman, Origins FTD, Inc. Panelist Steven Cowan, Managing Director, 57 Stars LLC
4:00pm	Track A Track B Investing in the Evolving Real Asset & Energy Market Moderator Abigail Laufer, CIO, Ferguson Family Office (SFO) Panelist Eric Kaufman, Managing Partner & Portfolio Manager, VE Capital Management, LLC Panelist Jeremy Held, CFA, Director of Research & Investment Strategy, ALPS Portfolio Solutions Panelist Randy Kenworthy, Managing Partner, Coachman Energy Panelist Matthew P. Iak, Executive Vice President, US Energy Development Corporation Philanthropy and Its Role in the Family Office Many family offices have great expertise in the investment side; do you find a different set of challenges dealing with philanthropy matters than with investment matters? How do you address competing philanthropy priorities within families? If there is still a founder, does the founder have more “votes” than other family members? What are some successful models of how you have addressed these competing values? Is there is difference in families with only 1or 2 generations and those with 3 or more? Are you asked to develop philanthropy acculturation for younger family members into the family philanthropy? At what ages? When do you bring in or refer out to a “philanthropy expert”? Does someone on your team have training in the giving part of philanthropy? What are the major changes you are seeing among your clients in their philanthropy styles and approaches? Moderator Richard Marker, Co-Principal/Founder, Wise Philanthropy and University of Pennsylvania’s Center for High Impact Philanthropy Panelist Ellen Israelson, VP of Philanthropic Services & CMO, Jewish Communal Fund Panelist Tami Kesselman, Founder & CEO, TBL Alpha Advisory Panelist Laurie Lane-Zucker, Founder & CEO, Impact Entrepreneur, LLC Panelist Naamah Paley, Philanthropic Advisor, Rockefeller Philanthropy Advisors
4:45pm	Track A Track B What’s The Buzz About The Future of Blockchain / Distributed Ledgers For Family Offices Fundamentals of block chain ledger technology Opportunities for secure transactions for UHNW/HNW and their advisors Understanding digital currency fluctuations/investment opportunities and types of products How UHNW/HNW can most benefit from blockchain adoption Moderator April Rudin, Founder, The Rudin Group Panelist Ramsey El-Fakir - Chief Information Officer and Senior Managing Director, representing Rockit Solutions & its parent company Fi-Tek Panelist Vanessa Grellet, Executive Director, Enterprise and Social Impact, ConsenSys Panelist Pramod Achanta, Partner – Financial Marekts and Blockchain, IBM Global Business Services Breaking Down ESG Strategies and SRI (Social Responsible Investments) Strategies Moderator Ricky Novak, General Counsel; Real Estate & Tax Advisor, The Strategic Group of Companies Panelist Mark N. Peters, CFA, Managing Director, Pathstone Federal Street (MFO) Panelist Ira Perlmuter, Managing Director, T5 Equity Partners LLC (SFO)
5:30pm	Track A Track B Cyber Fraud and Security: What Risks Does your family office face in today’s world? With cyber security dominating the headlines, how must families and advisors prepare for the unanticipated and often unimaginable? Using “ripped from the headlines” stories, we will examine The evolving nature of cyber threats – how stolen data is used (and resold), trends in new “scams” and why the old ones still work too well What Security Protocols need to be in place to mitigate risk How to prepare for all contingencies – inadvertent breaches, external attacks, terrorism and the increasing risk from “within” your trusted circle of advisors. The Role Cyber security should play in an RFP process and how to identify the weak links What to do when you are (inevitably) the victim of a data breach? (It will happen, just a question of when!) How to develop disaster recovery plans, from basic data hacks to EMPs and hybrid warfare Moderator Skip Coomber, III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office (SFO) Panelist Dr. Peter Pry, Executive Director, EMP Task Force on National and Homeland Security Panelist Jonathan Conrad, Chairman, CEO & Founder, AdmieMobile, LLC Panelist Anne Brensley, JD, Managing Director, BFT-Capital A Conversation on The Shift to Direct Investing & Family Office Consortiums Moderator Chuck Stetson, CEO, Stetson Family Office (SFO) Panelist David Robb, Managing Director, Frontier Group (SFO) Panelist David L. Verrill, Founder/Managing Director, Hub Angels Investment Group, LLC Panelist Brandon Laughren, Managing Director, Co-Founder and CIO, The Laughren Group (SFO) Panelist John Bova, Director of Private Equity and Family Offices, CohnReznick LLP
6:15pm - 9:15pm	SUMMER SOCIAL BASH RECEPTION Join us and unwind with fellow industry professionals for Live Music, Great Food, & Refreshments during our networking party. (Registered Guests ONLY) Featuring Live Music Global Impact Award Presented to: Alfred E. Slanetz, Ph.D., President & CEO, Geneius Biotechnology, Inc. Sponsors include: eVestment Keiretsu Capital Pepper Hamilton LLP RBC Global Asset Management Naylor & Company Investments, LLC

7:30pm	Continental Breakfast Sponsored by: Captive Alternatives, LLC
8:00am	Registration / Exhibit Hall Open / Hospitality Lounge Open Welcome Remarks
8:15am	Managing Behavioral Risk in Families of Wealth Most families and institutions focus on the financial risk of the financial capital. Yet the most valuable asset class, The human capital is overlooked. How to identify the behavioral risk in the human capital, how to manage this risk to ensure the transition of wealth is executed with the proper governance structures in place. Moderator Francesco Lombardo, Managing Director, Veritage Family Office Limited (MFO) Panelist Michael Pompian, Founder and CIO, Sunpointe Investments (MFO) Panelist Stephen Hecht, Co-Founder & Chief Executive Peacemaker, Million Peacemakers Panelist Vincent Valeri, Family Business Advisor, Vedaera (SFO)
9:00am	The Private Insurance Company – Next Generation Risk Management Mark Sims, VP Business Development, Captive Alternatives, LLC
9:20am	Beyond the Headlines – On the Ground Insights in Emerging Markets How could Donald Trump make Emerging Markets great again; the long and short angle Searching for success in EM liquid distressed EM local currency corporate debt – the New Kid on the Block Liquidity in EM credit: a good sleep guide to address your worries Polina Kurdyavko, Co-Head of Emerging Markets, Senior Portfolio Manager, BlueBay Asset Management
9:40am	Standalone Dr. Cynthia Bamdad, CEO, Minerva Biotechnologies
10:00am	Engaging the Next Gen to be Stewards of the Family Legacy Stewardship done right. And wrong. What’s the difference and why does it matter? What to give the kids and when: Allowance? Chanel handbag? Porsche? Should teenagers be required to do chores? To work? Why or why not? Actionable suggestions to keep the family legacy alive Moderator Natasha Pearl, CEO and Founder, Aston Pearl Panelist Ryan Laughren, Junior Managing Partner, The Laughren Group (SFO) Panelist Mitzi Perdue, Chair, Education Committee, Perdue Farms (SFO) Panelist Vincent Valeri, Family Business Advisor, Vedaera (SFO)
10:45am	New Trends in Private Wealth Strategies Moderator Deepak Lalwani OBE, Chairman, LALCAP (UK) Panelist Rhona Vogel, CEO & Founder, Vogel Consulting (MFO) Panelist Rosemary Sagar, CIO, Kingdon Foundation Panelist Lawrence Mondschein, Principal, CRAF Management (SFO) Panelist Phillip Vitale, Chief Investment Officer, Filament Advisors, LLC (MFO)
11:30am	Investing in the Entertainment Industry Moderator Clifford Friedman, Managing Director, Raptor Group Holdings (SFO) Panelist Michel Shane, Managing Director, The Handpicked Company LLC Panelist Stephen C. Sepher, Screenwriter, Filmmaker, Producer, Boatyard Production / Silver Plane Films Panelist Robert Lasky, Founder & CEO, Media Venture Network
12:15pm	Governance and Trusts: Planning for the Next Generation No Bullying Here! – Structures, processes and documents which facilitate family communications and create and preserve harmonious personal and working relationships Growing into Greatness – Helping nex gen family members become great beneficiaries, trustees and people This Is NOT My Father’s Oldsmobile – issues important to next gens which may escape or infuriate their elders, but which may also change the world Moderator William A. Pusey, Jr., Senior Wealth Advisor, Keel Point (MFO) Panelist Susan R. Schoenfeld, CEO and Founder, Wealth Legacy Advisors LLC Panelist Anthony DeToto, SVP and Principal, Sentinel Trust Company (MFO) Panelist Betty Andrikopoulos, Partner, Willow Street Group (MFO) Panelist Daisy Medici, Managing Director of Governance and Education, GenSpring Family Offices (MFO)
1:00pm	Private Closed Session for Family Offices (Family Offices ONLY) This private, closed-door session is designed exclusively for foundations, family offices, multi-family offices, non-discretionary consultants and accredited high-net worth individuals. Opal is committed to enhancing experiences and interaction for Families and Family Offices and is consequently dedicating an extended session to them. Part 1: Compensation and pay structures in the family office world Part 2: Peer to Peer discussion on investment techniques Peer-to-peer conversation on key issues for participants, which will depend on interest, and may include: Participants are expected to share experiences, thoughts, concerns, challenges, and solutions in a private peer exchange setting. The session will be a facilitated, interactive, dynamic conversation among the participants. No Managers or Service Providers will be allowed in the session, no exceptions. Facilitators Linda Mack, President and Founder, Mack International, LLC Trish Botoff, Principal Consultant, Botoff Consulting, LLC Brandon Rath, Chief Investment Officer, Calamar (SFO)
3:30pm	Closing Remarks

Shuttle service will be provided between the overflow and conference hotels.

Gurney's & Viking are SOLD OUT
Book Now button below gives recommended hotel options.

Hotel Viking, Bellevue Avenue, Newport, RI, United States

Book Now

Hotel	Room Type	Rate
Gurney's	All Rooms	SOLD OUT
Viking	All Rooms	SOLD OUT
	contact Joanna Puchalski jpuchalski@opalgroup.net 212.532.9898 x 271

*Prices exclude taxes. Subject to applicable Rhode Island taxes, currently 13%.

The Gurney’s, Viking Hotel and Marriott are SOLD OUT

We have limited availability at The Viking on Sunday and Tuesday evenings.
We recommend the below Bed & Breakfasts and Inns that are located within close proximity of the Downtown Area.
Opal Group does not have any group rooms with these hotels.
Please contact Joanna Puchalski at jpuchalski@opalgroup.net if you have any questions.

41 North Cottages & Suites – Tel: 401-846-8018

Admiral Fitzroy Inn – Tel: 401-848-8000

Almody Inn – Tel: 401-848-7202

Anne’s Sanford-Covell Villa Marina – Tel: 401-847-0206

Architects Inn – Tel: 401-847-7081

Bayberry Inn of Newport – Tel: 401-846-4693

Black Duck Inn – Tel: 401-841-5548

Bristol Harbor Inn – Tel: (401) 254-1444

Castle Hill – Tel: 401.849.3800

The Chanler at Cliff Walk – Tel: 401-847-1300

Chart House Inn – Tel: 401-846-5676

Cliffside Inn – Tel: 401-847-1811

Francis Malbone House – Tel: 401-846-0392

Hampton Inn & Suites – Tel: 401-848-6555

Holiday Inn Express – Tel: 401-848-7128

Homewood Suites – Tel: 401-848-2700

Hydrangea House Inn – Tel: 401-846-4435

Inn on Bellevue – Tel: 401-848-6242

Inns of Newport – Tel: 401-848-5300

Jailhouse Inn – Tel: 401-847-4638

La Farge Perry House – Tel: 401-847-2223

Legendary Inns of Newport – Tel: 401-847-1811

Marshall Slocum Inn – Tel: 401-841-5120

Mill Street Inn – Tel: 401-849-9500

Newport Blues Inn – Tel: 401-847-4400

Newport Beach Inn & Suites – Tel: 401-846-0310

Reed Rose Cottage Suites & Pool – Tel: 401-846-8790

Residence Inn – Tel: 401-845-2005

Samuel Durfee House – Tel: 401-847-1652

Sarah Kendall House – Tel: 401-846-7976

Stella Maris Inn – Tel: 401-849-2862

Victorian Ladies Inn – Tel: 401-849-9960

Vanderbilt Grace – Tel: 401 846 6200

The Newport Beach Hotel and Suites – Tel: 401-846-0310

The Atwater – Tel: 800-392-3717

Continuous shuttle service will run between The Gurney’s, The Marriott and The Viking Hotels. The pick up drop off locations will be at the front entrance for all hotels except the Gurney’s. The Gurney’s pick up/drop off location will be at the Conference Center Ballroom Foyer. Please see the schedule below.

Monday, July 24: 7:15 am – 7:45 pm (from 7:15 am – 8:30 am the shuttle will be servicing the Regatta in addition to the hotels)

Tuesday, July 25: 6:30 am – 10:00 pm

Wednesday, July 26: 7:00 am – 3:45 pm

The shuttle will arrive at each destination every 20 minutes depending on traffic. The hotel staff at the lobby will be able to let you know when the next trolley is expected to arrive.

Registration is officially closed 7/21 at 2pm.

	Standard Rate
Asset Managers	$3,495
Service Providers	$3,495
End-Investors***	Complimentary*

*** Institutional End-Investors 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 verification and approval. Only individuals who are solely investing on their own behalf can be verified for a complimentary pass. Solution Providers or Fund Providers 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

Modify Current Registration

Sponsor this Event

Keynote Speakers
Topics Will Include
Sponsor Book Publication
Charitable Partner

Presented by

Justin Rockefeller, Global director of Family Offices and Foundations, Addepar, Co-Founder and member of the Board, The ImPact, and Trustee and Member of the Investment and Audit Committee, Rockefeller Brothers Fund

New Challenges in Structuring your Family Office in 2017 and Beyond
Tax Efficient Portfolio Construction
New Innovative Asset Classes
New Investment Styles for Family Offices
Best Practices in Impact Investing
Global Economic Outlook
Asset Protection Strategies
Challenges of the trustee/beneficiary relationship
How to Raise Capital From Family Offices
Direct Investing / Co-Investing
Family Office Closed Door Sessions
…and many more!

The Art of Vulture Investing
By George Schultze: Purchase Book Here
Schultze Asset Management, LP
A detailed and compelling look at distressed securities investing in today’s market
During George Schultze’s successful career as a vulture investor, he’s learned a number of lessons and developed an investment philosophy that has served him well as the founder of Schultze Asset Management. In The Art of Vulture Investing, Schultze shares his valuable insights and offers a bird’s-eye view into the opportunities and risks associated with vulture investing. Throughout this book, Schultze explains the theory and strategy of vulture investing in clear and lively prose, illustrating each concept with examples from his own varied experience that demonstrate how the landscape has changed in recent years.

http://www.hfc.org

Help for Children is a global foundation that provides grants to the most effective and efficient child abuse prevention and treatment interventions in six countries, making the world a safer place for children. The foundation is supported by the generosity of Hedge Funds Care and the broader alternative investment community. Help For Children has a two-fold approach: The foundation supports proven methods that are effective in preventing and treating child abuse while also acting as venture philanthropists by supporting promising practices that have shown a strong track record and providing seed money to launch larger public investments.

Who Should Attend
Past Industry Representation

Family Offices
Endowments
Foundations
Consultants
Attorneys
Financial Planners
Accountants
Tax Planners
Estate Planners
Philanthropy Specialists
Family Business Experts
Succession and Generational Wealth Planners
Asset Protection Specialists
Trust Companies
Tax Efficient Portfolio Managers
Long-Term Care Specialists
Hedge Funds
Fund of Funds
Real Estate Managers
Equity Managers
Venture Capitalists
Academics Specializing in Family Businesses
Private Equity
Insurance Companies
Luxury Companies — Private Jets, Automotive, Executive Car Service, etc.

Managers/Service Providers vs. Investors

Institutional & Private Wealth Investors

Luxury Sponsors
Private Jet Sponsor
Executive Sponsors
Activity Sponsors
General Sponsors
Exhibitor Sponsors
Supporting Organizations
Media Partners