Family Office & Private Wealth Management Forum 2018
Gurney’s Newport Resort & Marina, Newport, RI
July 16, 2018 - July 18, 2018
As Opal Financial 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.*
To request our current agenda, participant list and sponsors – Click Here
Speaker List Current as of
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Bill McNitt, Principal, Thurston Group Saul Rudo, Partner and national head of Transactional Tax Planning, Katten Muchin Rosenman LLP Vincent Jelani, Chairman & CEO, Crux Holdings (SFO) Dr. Mark Jackson, Scientific Lead of Business Development Cambridge Quantum Computing Jameson Haslam, Partner, Peg Capital Partners Tamara Surratt, Owner & President, Legacy Family Office (MFO) Sarah Lieber, Senior Vice President, Litigation Funding and Special Situations Group, Jefferies LLC Justin Brass, Managing Director, Special Situations Group, Jefferies LLC Arlan Hamilton, Founder, CEO, Backstage Capital George J. Schultze, CEO, Schultze Asset Management, LP Nancy Davis, Managing Partner and Chief Investment Officer, Quadratic Capital Management LLC Federico Schiffrin, Partner, Unigestion Angela Jackson, Managing Director, Portland Seed Fund John Bailey, Founder & Managing Partner, Spruce Investment Advisors Ceasar N. Anquillare (BA, JP), Chairman& CEO, Winchester Capital Kimberly Merriman, Director of Investor Relations, SALT Blockchain Asset Partners, LLC Nick Ayton, Founder & CEO, Chainstarter ICO David M. Edelson, MBA, SPHR, SHRM-SCP, Director, International Services Nitin Sacheti, Founder and Portfolio Manager, Papyrus Capital Katherine Boas, Executive Vice President, Carl Marks & Co.(SFO) Jared Feldman, CPA – Partner, Anchin, Block & Anchin LLP Donald R. Mullen Jr., Chief Executive Officer & Chief Investment Officer, Pretium Partners Michelle Clark, CIC, Manager, Owens Group Hunter Horsley, CEO and Co-Founder, Bitwise Asset Management Irwin M. Latner – Partner, Pepper Hamilton LLP Julia D. Corelli – Partner, Pepper Hamilton LLP Michael Lonergan, Founder and Managing Partner, Georgia Oak Partners Justin Batt, Chief Revenue Officer, ForbesBooks Dr. Shawn Iadonato, Ph.D., Chief Executive Officer, Kineta, Inc. Matt Moran, Head of Global Benchmark Indexes Advancement, Cboe Global Markets Laurie Lane-Zucker, Founder & CEO, Impact Entrepreneur, LLC James C. Row, CFA, Founder and Managing Partner, Entoro Capital, LLC Charles Friedberg, President / Chief Operating Officer, Argentem Creek Partners Ramsey El-Fakir, CIO and Senior Managing Director, Rockit® Solutions Chris Aymond, Director of Investor Relations, SALT Blockchain Asset Partners, LLC
Keynote Speaker
Chuck Baker, Co-Chair, Sports Industry Group, O'Melveny & Myers LLP Jen Bawden, CEO, Bawden Family Office (SFO) Richard Bloom, Partner, MAZARS USA LLP Rick Brace, Director, AEW Research, AEW Capital Management, L.P. Jolyne Caruso, Founder & CEO, The Alberleen Group and Alberleen Family Office Solutions Shawn Castellanos, National Vice President Individual and Principal Giving, American Heart Association Catherine Lee Clarke, Vice President & Senior Client Investment Advisor, Sentinel Trust Company (MFO) Jonathan Conrad, Chairman, CEO & Founder, AdmieMobile, LLC Skip Coomber, III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office (SFO) Art Cooper, COO, Cooper Family Office (SFO) Howard Cooper, CEO, Cooper Family Office (SFO) Mark Cooper, CFA, President & Senior Portfolio Manager, Pacific Ridge Capital Partners, LLC Gordon Curtis, Director of Investments, CI Investments (SFO) Dr. Ajay Dravid, Chief Investment Officer, Equinox Institutional Asset Management, LP Jeffrey T. Davis, Forestry Consultant, Jeff Davis and Associates LLC Brian DeLucia, Managing Partner, Arrivato LLC (SFO) Julie DeMatteo, Managing Director, RJ OASIS Ron Diamond, CEO, Diamond Wealth Strategies Joe DiPasquale, CEO, Bitbull Capital Ramsey El-Fakir, CIO and Senior Managing Director, Fi-Tek LLC and Rockit Solutions, LLC Jide Famuagun, Chief Executive Officer, Alpha Capital Partners David Feldman, Partner, Duane Morris LLP Ken Fishkin, Director, CohnReznick Charles Friedberg, President & COO, Argentem Creek Partners Lonnie Geinger, CEO, The Wilkinson Corporation / Gienger Family Office (SFO) Steven Hagenbuckle, Founder, Managing Partner, TerraCap Management, LLC Thomas Handler, Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP Sherri Haskell, Founder, CannaAngels LLC Mike Hubbell, CEO, Portland Development Group Investments Ellen Israelson, VP of Philanthropic Services & CMO, Jewish Communal Fund Walter Jackson, Portfolio Manager, ONEX CREDIT Eric Kaufman, Managing Partner & Portfolio Manager, VE Capital Management, LLC Sean Keegan, CEO, Digital Asset Strategies Ken Kimmell, President, Union of Concerned Scientists Russ Krivor, Partner, Sovereign Properties Abigail Laufer, CIO, Ferguson Family Office (SFO) Jonathan Lewis, Managing Partner, JLJ Capital Mike Lonergan, Managing Partner, Georgia Oak Partners Linda Mack, President and Founder, Mack International, LLC Richard Marker, Co-Principal, Wise Philanthropy; Faculty Co-Director, University of Pennsylvania’s Center for High Impact Philanthropy Joanne Marlowe, Founder, Chief Executive Officer, UFT Commercial Finance, LLC Trevor Marshall, Chief Revenue Officer, FutureVault Inc. Nathan McDonald, Managing Partner and CEO, Keiretsu Capital Daisy Medici, Managing Director of Governance and Education, GenSpring Family Offices (MFO) Joseph A. Meyer, Jr., President, Statim Holdings, Inc., General Partner, Arjun LP Bryan Mick, President, Mick|Law P.C. LLO Jennifer Miller, Founder, Bioethics International John Molesphini, Global Head of Strategic Engagement, eVestment Brad Morse, President & Portfolio Manager, Morse Energy Capital Partners Gene Munster, Managing Partner and Co-Founder, Loup Ventures Christopher Nolte, President, Marcus Investments (SFO) William C. Nystrom, Partner, Nystrom Beckman & Paris LLP Craig Packer, Co-Founder, Owl Rock Capital Partners
Keynote Speaker
M.K. Palmore, CISM, CISSP, Assistant Special Agent in Charge, Federal Bureau of Investigation Michael Paris, Partner, Nystrom Beckman & Paris LLP Diane Pedreira, Director of Sales Operations, FutureVault Inc. Carol Pepper, CEO & Founder, Pepper International LLC (MFO) Oliver Jenkins, COO, Phillips Energy Funds Aviva Pinto, Director, Bronfman Rothschild (MFO) Michael Pompian, Founder and CIO, Sunpointe Investments (MFO) Biff Pusey, Senior Wealth Advisor & Portfolio Manager, Keel Point (MFO) Mark Renz, Chief Investment Officer, Socius Family Office (MFO) Josh Roach, Managing Partner and Family Principal, Lloyd Capital Partners (SFO) Socrates Rosenfeld, CEO, I Heart Jane April Rudin, Founder, The Rudin Group Susan R. Schoenfeld, CEO and Founder, Wealth Legacy Advisors LLC George Schultze, Managing Member & Portfolio Manager, Schultze Asset Management, LP Brian Sewel, CIO, Rockwell Fund Shahryar Shaghagi, National Leader of Cybersecurity, CohnReznick LLP Mitch Siegler, Senior Managing Director, PathFinder Partners, LLC Mark Sims, VP of Business Development, Captive Alternatives, LLC John Sitilides, Principal, Trilogy Advisors LLC Brian Smiga, Partner, Alpha Venture Partners / Pritzker Group Venture Capital (SFO) Scott Smith, Partner, Hanson Bridgett LLP Joseph Thomson, CEO & President, PACE Capital Management DJ Van Keuren, VP of Family Office Capital, Hayman Family Office (SFO) Michael Wagner, Director of Fixed Income, Tolleson Wealth Management (MFO) David Weiss, Chief Investment Officer, Rebel Rebel Capital (SFO) Michael Williams, Director- Investor Relations, Sixty West LLC Richard Zimmerman, Advisor, WE Family Offices (MFO) TBA, Anchin TBA, Brookfield TBA, eVestment TBA, Fallbrook Companies TBA, Hilltop Private Capital TBA, Keiretsu Capital TBA, MAZARS USA LLP TBA, RockIt Solutions TBA, Schroders TBA, Stratifi TBA, Swan Global Investments TBA, TriNet TBA, Unigestion |
| Guerney's Newport Resort & Marina | SOLD OUT |
| Newport Marriott, America's Cup Avenue, Newport, RI, United States | SOLD OUT |
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Click BOOK NOW to book here: Hotel Viking, 1 Bellevue Ave, Newport, RI 02840 |
$339 |
- Rooms are available only to those participants who are registered conference attendees.
- The name on the form will be the name of the guest room.
- Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
- Rooms will not be guaranteed without a credit card.
Registration Pricing
| Earlybird Rate III (exp 5/31/18) | Standard Rate | |
|---|---|---|
| Managers/Service Providers | $3,195 | $3,495 |
| Investors: True End Only Family Offices, Non-Discretionary Consultants, Endowments and Foundations* | ---- | Complimentary* |
*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.
- 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!
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- Academics Specializing in Family Businesses
- Accountants
- Alternative Lending Managers
- Angel Investors
- Asset Protection Specialists
- Attorneys
- Back Office Outsourcing Providers
- Blockchain Specialist
- Cannabis Managers
- Consultants
- Cryptocurrency managers
- Donor Advised Funds
- 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
- Hedge Funds
- Insurance Companies
- Long-Term Care Specialists
- Luxury Companies — Private Jets, Automotive, Executive Car Service, etc.
- Outsourced CIO/CFO
- Philanthropy Specialists
- Private Debt Managers
- Private Equity
- Real Asset Mangers
- Real Estate Managers
- RIAs
- Risk Managers
- Start-Up Companies
- Succession and Generational Wealth Planners
- Tax Efficient Portfolio Managers
- Tax Planners
- Trust Companies
