Family Office & Private Wealth Management Forum 2018

Gurney’s Newport Resort & Marina, Newport, RI
July 16, 2018 - July 18, 2018

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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.

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

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, RockIt Solutions

TBA, Schroders

TBA, Stratifi

TBA, Swan Global Investments

TBA, TriNet

TBA, Unigestion

Gurney's Newport Resort & Marina, Goat Island, Newport, RI, United States

Guerney's Newport Resort & Marina SOLD OUT
Newport Marriott, America's Cup Avenue, Newport, RI, United States SOLD OUT
Click BOOK NOW to book here:
Hotel Viking, 1 Bellevue Ave, Newport, RI 02840
*Rates are exclusive of applicable state and local taxes, (currently 13% & $1.00 Newport Tourism Assessment per night) at the time of the event. A daily resort charge, currently $25.00 per room, per night plus 7% occupancy tax will be added.
  • 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.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898
  • 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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 80% of the MiracleFeet operating budget goes to programming costs.
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 MiracleFeet is committed to eradicating the preventable disability caused by un-treated clubfoot around the world.

  • 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

Manager vs. Investor Breakdown

    Investor Breakdown