Family Office & Private Wealth Management Forum 2019
Gurney’s Newport Resort & Marina, Newport, RI
July 22, 2019 - July 24, 2019
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.*
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Opal has partnered with Portfolios with Purpose to support their mission of shaping the next generation of business leaders. PwP provides a free online financial education to students of any age, promoting financial capability and preparing students for a career in the business sector. Together we are working towards an equitable, inclusive, and values driven community of Professionals with Purpose.
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Current as of
| 7:30am |
America’s Regatta Cup Networking Event |
| 8:00am |
Exhibit Set-Up / Registration Desk Opens |
| 9:00am |
Exhibit Hall Opens |
| 9:00am |
Hospitality Lounge Opens Sponsored by: Camelback Odyssey Travel |
| 11:00am |
Open Workshop and Boxed Luncheon
Accessing Hedge Funds Through Replication: New Thinking On Transparency & Cost Sidd Sinha, Head of the Quantitative Investment Solutions, Deutsche Bank |
| 11:45am |
Networking Break |
| 12:00pm |
Chairman Opening Remarks
Presented by
Michael Pompian, Founder and Chief Investment Officer, Sunpointe Investments (MFO) |
| 12:10pm |
Public Markets, Real Estate & the Healthcare Sector Caroline Chiodo, Senior Vice President-Acquisitions & Development,Healthcare Trust of America, Inc. (NYSE: HTA) |
| 12:30pm |
Transforming the Family Office – Emerging Technology and Remaining Relevant Audrey Nesbitt, Marketing & Communications Director, FutureVault Inc. |
| 12:50pm |
360 Impact in Real Estate Lonnie Gienger, CEO, Wilkinson Family of Companies |
| 1:10pm |
Cybersecurity; How to Protect Wealth Management Offices Christopher Messer, Chief Technology Officer, Coretelligent |
| 1:30pm |
Developing Disruptive Life Science Technologies Craig W. Philips, President, Kineta, Inc. |
| 1:50pm |
A Global Macroeconomic Outlook: State of the Global Economy and Future Forecast
Moderator
Gordon Curtis, Director of Investments, CI Investments (SFO)
Panelists
Ambassador Frank Wisner, International Affairs Advisor, Squire Patton Boggs (US) LLP Richard Hokenson, Founder, Hokenson Demographics Elisabeth Préfontaine, Founder, Octonomics Arthur Kroeber, Partner & Head of Research, Gavekal Research Limited |
| 2:40pm |
Keynote Presentation
Politics, Policy and Performance: Global Investing In a Time of Uncertainty Rebecca Patterson, Managing Director, Chief Investment Officer, Bessemer Trust (MFO) |
| 3:05pm |
Keynote Presentation
National Security, Economic Power, and the Private Sector: Risks and Opportunities Eric Lorber, Director, Financial Integrity Network (FIN) |
| 3:30pm |
Networking Refreshment Break |
| 3:45pm |
Moderator
Jared Feldman, Partner and Leader, Anchin Private Client
Panelists
Richard Bloom, Partner, Mazars USA LLP Thomas J. Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP Paul Vogel, CEO and Founder, Argos Family Office, LLC (MFO) Jill Creager, Founder & CEO, Providence Family Offices (MFO) / iPaladin, LLC
Moderator
Marc LoPresti, Founder, LoPresti Law Group
Panelists
Michael Leitner, Managing Director, Blackrock Bruce Roberts, CEO & Founder, Carolina Financial Group, LLC Chris Abbate, Managing Director, Riverstone Holdings Thomas J. Haug, CEO, Managing Member, Aspen Tree Advisory Sidney Wigfall (JD/Esq.), Founding-Managing Partner & Consultant-Counsel, SCA Compliance + Consulting Group LLC |
| 4:45pm |
Moderator
Howard Coleman, JD, Chief Investment Officer, Coldstream Wealth Management (MFO)
Panelists
William Corry, Founder and General Manager, Jon Trauben, Partner, Altitude Investment Management, LLC Brian DeLucia, Managing Partner, Arrivato LLC (SFO)
Moderator
Michael Wagner, Director of Fixed Income, Tolleson Wealth Management (MFO)
Panelists
Josh Pukini, Managing Partner, AB Capital Rene Aninao, Managing Partner, CORBU Strategic Intelligence |
| 5:30pm |
Moderator
Ronen Schwartzman, Chief Investment Officer, Cooper Family Office (SFO)
Panelists
Andy Mantel, Founder & CEO, Pacific Sun Advisors Paul Russo, CEO, Kyto Technology and Life Science, Inc. Tami Kesselman, Chief Impact Strategist & Alchemist, Aligned Investing Global
Moderator
Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO)
Panelists
Bill Kennedy, Chief Investment Officer, Fieldpoint Private (MFO) S. Michael Sury, Chairman, INDORUS Holdings LLP(SFO)/Lecturer in Finance,The University of Texas at Austin Richard Rosenthal, Director, Institutional Product Advancement, Cboe Global Markets Ceasar Anquillare, Chairman & CEO, Winchester Capital Joe DeSipio, CIO, Arin Risk Advisors |
| 6:30pm |
Networking Cocktail Reception
Sponsored by: Deutsche Bank |
| 7:00am |
Continental Breakfast |
| 7:00am |
Registration Desk & Exhibit Hall Open |
| 7:00am |
Hospitality Lounge Opens
Sponsored by: Camelback Odyssey Travel |
| 7:15am |
Private Closed Session for Family Offices (Family Offices ONLY)
Wealth Preservation Infrastructure: Ignore It at Your Peril
Facilitator
Natasha Pearl, CEO and Founder, Aston Pearl |
| 8:20am |
Opening Remarks
Moderator
Josh Roach, Managing Partner and Family Principal, Lloyd Capital Partners (SFO)
Panelists
Steve Hagenbuckle, Founder and Managing Lane Beene, Managing Partner, Pilot And Legacy Opportunity Fund, LLC Mike Acton, Head of AEW Research, AEW Capital Management, L.P. W. Charles Campbell, Co-Managing Partner & Chief Executive Officer, Flagship Healthcare Properties, LLC
Moderator
Tim Rafalovich, Senior Vice President, Wells Fargo, Alternative Equity Investor
Panelists
Larry Rusoff, Managing Director, Performance Equity Management, LLC Carlos Ochoa, General Partner, AI8 Ventures Jeremy Swan, Managing Principal—Financial Deb Kemper, General Partner, Golden Seeds Venture Fund Nicole DeMeo, Partner/CMO, Andra Capital |
| 9:30am |
Moderator
Ron Diamond, CEO, Diamond Wealth Strategies
Panelists
Thomas McGahan, Managing Director of Investments, Alpha Capital Partners Pamela Michaels, Senior VP, Asset Preservation Inc. Matt Mills, Principal, Sixty West, LLC Kevin Matz, Partner, Stroock & Stroock & Lavan Brett Johnson, Managing Director, Fortuitous Partners
Moderator
Michael Schwamm, Partner, Duane Morris LLP
Panelists
Jeffrey E. Howard, Managing Partner, Salveo Capital Gorav Seth, Co-Head, Capital Markets, Richardson GMP Limited (MFO) Tegan Adams, CEO, New Maple Holdings Justin Ort, CEO, Measure 8 Venture Partners, CIO/Portfolio Manager, Measure 8 Full Spectrum LP, Measure 8 Venture Partners Jay Lucas, Managing Partner, LB Equity |
| 10:30am |
Networking Refreshment Break |
| 10:50am |
Bringing Operational Efficiency to the Family Office |
| 11:10am |
A Deep Dig Into Gold and Gold Equity Opportunities in a Consolidating World Edward Coyne, Executive Vice President, Sprott Asset Management Ryan McIntyre, Portfolio Manager, Tocqueville Asset Management LP |
| 11:30am |
Opportunity Zone Landscape and Asset Value Creation Sean Morris, Managing Director, Partner & Co-Investor Relations, CIM Group |
| 11:50am |
The Gotcha’s in PE Investing And How to Avoid Them Julia D. Corelli, Partner, Pepper Hamilton LLP Irwin M. Latner, Partner, Pepper Hamilton LLP |
| 12:10pm |
An Opportunity In Higher Education – Affordable Student Housing Jide Famuagun, CEO, Alpha Capital Partners |
| 12:30pm |
Keynote Presentation
The Convergence of Professional Athletes and Family Offices to Accelerate Social Impact and Investment Returns
Moderator
Daniel Hughes, Partner/Co-Founder, LOHAS Advisors
Panelists
Udonis Haslem, 3-time NBA Champion, Captain, Power Forward, Miami Heat Derrick Morgan, Active NFL Football Player/Impact Investor Ovie Mughelli, MBA, NFL Pro Bowler, EcoAthlete | OMFGreen.org Chris Chambers, CEO, Chambers Ventures, Former NFL, Pro-Bowl Receiver, Miami Dolphins Asante Samuel, Former Patriots, Eagles & Falcons All-Pro Defensive Back/Social Entrepreneur Will Allen, 12-year NFL Safety, Co-Founder, Nascent Group Holdings (NGH) |
| 1:15pm |
Networking Luncheon |
| 2:30pm |
Tracking the Smart Money: Family Office CIO/CEO Roundtable
Moderator
Aviva Pinto, Director, Bronfman E.L. Rothschild (MFO)
Panelists
Carol Pepper, CEO & Founder, Pepper International LLC (MFO) Arthur Salzer, Chief Executive Officer & Chief Investment Officer, Northland Wealth Management (MFO) Jack Ablin, CFA, Co-Founder & Chief Investment Officer, Cresset (MFO) John Bailey, Founder & Managing Partner, Spruce Investment Advisors LLC |
| 3:15pm |
Moderator
Biff Pusey, Jr., JD, Partner, Kimble Advisory (MFO)
Panelists
Eric Kaufman, Managing Partner & Portfolio Manager, VE Capital Management, LLC Matt Iak, Executive Vice President, US Energy Development Corporation Benjie Tarbutton, VP Investor Relations, The Forestland Group, LLC Chris Moakley, Co-Founder & Managing Partner, Excelsior Energy
Moderator
Richard Marker, Founder/Co-Principal, Wise Philanthropy; Faculty Co-Director, University of Pennsylvania Center for High Impact Philanthropy
Panelists
Ellen Israelson, VP Philanthropic Services, CMO, Jewish Communal Fund Kris Putnam-Walkerly, President and Founder, Jonathan Granoff, President, Global Security Institute and World Summit of Nobel Peace Laureates Representative to the United Nations John Meyers, Senior Advisor, Philanthropic Investing, Education for Employment Foundation, The Bruder Family Office |
| 4:00pm |
Moderator
Nathan McDonald, Managing Director and CEO, Keiretsu Capital
Panelists
Jonathan Strimling, CEO, CleanFiber Mary Waiss, CEO, PIA Medical Caitlin Cameron, Chair and CEO, OtoNexus Medical Technologies Inc. Mark Anderson, CEO, Pattern Computer
Moderator
Richard Zimmerman, Advisor, WE Family Offices (MFO)
Panelists
Carl Balit, Executive Director, 57 Stars, LLC Shaheen Contractor, Research Associate - Environmental, Social, Governance, Bloomberg Intelligence Tony Kolton, President and CEO, Regenerative Medical Solutions (RMS) Randy Shumway, Founder, Chairman and Senior Partner, Cicero Group / Cicero Capital |
| 4:45pm |
Moderator
DJ Van Keuren, Vice President, Monfort Companies (SFO)
Panelists
David Nage, Managing Director, Apeiron Ventures (SFO) Greg Heuss, Managing Partner, CounterPointe Ventures Brian Sewell, Founder, Rockwell Capital Management (SFO) Ian McAfee, CEO & Co-Founder, Shift Markets
Moderator
Jeannette Grabe, Director, Veritable, LP (MFO)
Panelists
Lina Constantinovici, Professor, MBA Entrepreneurship and Innovation, Presidio Graduate School Elena Savostianova, Managing Partner, Ember Infrastructure Partners Mark Peters, CFA, Managing Director, Pathstone (MFO) Eric Stephenson, Director, Align Impact | Co-Chair, Cordes Foundation |
| 5:30pm |
Keynote Presentation
Opportunity Zones: The Intersection of Public Policy and Alternative Investments Anthony Scaramucci, Founder & Co-Managing Partner, Skybridge Capital, LLC |
| 6:00pm |
Summer Social Networking Bash
Thank you to our Sponsors!
|
| 7:00am |
Registration & Exhibit Hall Open |
| 7:00am |
Hospitality Lounge Opens
Sponsored by: Camelback Odyssey Travel |
| 7:30am |
Continental Breakfast |
| 8:20am |
Opening Remarks |
| 8:30am |
The Importance of Proper Manager Selection in Your Asset Allocation and Portfolio Construction Strategies
Moderator
Phillip Vitale, Chief Executive Officer, Evolytical LLC
Panelists
Rhona Vogel, CEO & Founder, Vogel Consulting (MFO) Jerry Olynuk, Sr. Vice President & Portfolio Manager, Northland Wealth Management (MFO) Jennifer Leonard, CFA, Executive Director, Asset Manager Due Diligence, Cornerstone Capital Group Jay Dawdy, President, Gryphon Strategies |
| 9:15am |
Risk Management: Key Considerations and Tools
Moderator
Daniel Kieffer, Director, Alternative Research, Mirador Family Wealth Advisors (MFO)
Panelists
Bob Williamson, Vice President, Battea - Class Action Services, LLC Kamil Homsi, Founder/CEO, GRC Investment Group (Dubai) (SFO) David Weiss, Chief Investment Officer, Rebel Rebel Capital (SFO) Ernest Miller, President | Director of Family Office Services, Metis Growth Partners (SFO) Chris Harrison, Chief Investment Officer, The Falconwood Corporation (SFO) |
| 10:15am |
Understanding Tech Driven Community and City Developments by the Big ‘4’ Ron Holzendorf, Chief Executive Planner, HADC |
| 10:35am |
Single Family Rental Housing: Achieving Yield on Mispriced Assets Late in the Cycle Dana Sprong, Managing Partner and Co-Founder, VineBrook Homes, NexPoint Ryan McGarry, Partner, VineBrook Homes, NexPoint |
| 10:55am |
Why Self-Storage Should Be A Part Of Your Commercial Real Estate Portfolio Kris Benson, Chief Investment Officer, Reliant Real Estate Management |
| 11:15am |
Co-Investments or Direct Investment Structures: A Move to the New Normal?
Moderator
Skip Coomber, III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office (SFO)
Panelists
Michael Pompian, Founder and Chief Investment Officer, Sunpointe Investments (MFO) Basil Trikatzopoulos, Managing Partner, Pevadi Brothers (SFO) Sean Davatgar, Principal, Dava Capital (SFO) |
| 12:00pm |
Family Governance and The Single Family Office: Planning for the Next Generation
Moderator
Natasha Pearl, CEO and Founder, Aston Pearl
Panelists
Thomas J. Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP Claude Perrier, Partner, Harpswell Capital Advisors Susan R. Schoenfeld, CEO and Founder, Wealth Legacy Advisors LLC Carolann Grieve, Managing Director, GenSpring SunTrust Private Wealth (MFO) Lawrence Cohen, CPA, Partner-in-Charge of the Business Management and Family Office Group, Marks Paneth LLP |
| 1:00pm |
Private Closed Session for Family Offices (Family Offices ONLY)
The Real Investment in the Family Office
Facilitator
Gregory Rogers, Founder & Managing Partner, RayLign Advisory, LLC (MFO) |
| 2:30pm |
Closing Remarks |
• Rooms are available only to those participants who are registered conference attendees.
• Rooms will not be guaranteed without a credit card.
• Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
• The name on the form will be the name of the guest room.
Registration Pricing
| Standard Rate | |
|---|---|
| Managers/Service Providers | $3,495 |
| True End Only Family Offices, Non-Discretionary Consultants, Endowments, and Foundations can be verified for complimentary access* (must be allocators to 3rd party fund managers) | 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 third 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!
Education For Employment (EFE) is the leading nonprofit training and placing youth in jobs across the Middle East and North Africa (MENA) today. Our mission is simple: to create economic opportunities for unemployed youth in the region so that they can create a brighter future for themselves, their families and their communities. Working across nine MENA countries through a network of locally-run EFE Affiliates, we match unemployed youth with employers, and provide them with the right skills for the right job through tailored vocational training programs; ensuring our graduates benefit from a lifetime of work.
- 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
