Family Office & Private Wealth Management Forum 2019

Gurney’s Newport Resort & Marina, Newport, RI
July 22, 2019 - July 24, 2019

97 days left

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.*

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100% of contest fees go directly to charity, and nothing is used for our own operations. We often get inquiries from individuals who would like to support our organization. Portfolios with Purpose is a 501(c)(3) organization and your donations are tax deductible. Simply click on the link to donate directly to PwP. We appreciate your support.

To request our current agenda, participant list and sponsors

Speaker List Current as of April 17, 2019

Keynote Speakers

Rebecca Patterson, Managing Director, Chief Investment Officer, Bessemer Trust (MFO)

Juan Zarate, Chairman and Co-Founder, Financial Integrity Network (FIN)

John Felker, Director, National Cybersecurity and Communications Integration Center, Department of Homeland Security

Anthony Scaramucci, Founder & Co-Managing Partner, Skybridge Capital, LLC


Devin Anderson, Managing Director, Deutsche Bank

Frank Wisner, Financial Affairs Advisor, Squire Patton Boggs (US) LLP

Richard Hokenson, Founder, Hokenson Demographics

Sebnem Kalemli-Ozcan, Neil Moskowitz Professor of Economics, University of Maryland

Robert A. Milligan, CFO, Healthcare Trust of America, Inc.

Scott D. Peters, Chairman, CEO & President, Healthcare Trust of America, Inc.

Matthew A. Mills, Principal, Sixty West, LLC

David Zoll, Managing Director / Senior Advisor, Fieldpoint Private (MFO)

Jared Feldman, Director, Anchin Block & Anchin, LLP

Bob Williamson, Vice President, Battea - Class Action Services, LLC

Mark Poncy, President and Co-Founder, Financial Integrity Network (FIN)

Tegan Adams, CEO, New Maple Holdings

Steve Hagenbuckle, Founder and Managing Partner, TerraCap Management, LLC

Pamela Michaels, Senior VP, Asset Preservation Inc.

Lawrence Cohen, CPA, Partner-in-Charge of the Business Management and Family Office Group, Marks Paneth LLP

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

Rooms Rates
- Standard $339
- King $359
- Double beds $359
Gurneys - SOLD OUT -
*Exclusive of 13% tax & $1.00 Newport Tourism Assessment per night.

• 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

Earlybird Rate I (exp 2/15/19) Earlybird Rate II (exp 5/15/19) Standard Rate
Managers/Service Providers $2,895 $3,195 $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.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898


Presented by

Rebecca Patterson, Managing Director, Chief Investment Officer, Bessemer Trust (MFO)


Presented by

Juan Zarate, Chairman and Co-Founder, Financial Integrity Network (FIN)


Presented by

John Felker, Director, National Cybersecurity and Communications Integration Center, Department of Homeland Security


Presented by

Anthony Scaramucci, Founder & Co-Managing Partner, Skybridge Capital, LLC

  • 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

Manager vs. Investor Breakdown

    Investor Breakdown