Family Office & Private Wealth Management Forum 2019

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

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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.

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 July 22, 2019

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,
Corry Capital Advisors, LLC

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
Partner, TerraCap Management, LLC

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
Sponsors & Financial Services Industry,
CohnReznick

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,
Putnam Consulting Group, Inc.

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!

  • Alpha Capital Partners
  • Camelback Odyssey Travel
  • CIM Group
  • Deutsche Bank
  • eVestment
  • FutureVault
  • Healthcare Trust of America, Inc. (NYSE: HTA)
  • Pepper Hamilton LLP
  • Sprott Asset Management
  • TerraCap Management, LLC
  • Wilkinson Family of Companies
  • NexPoint
  • HADC
  • Reliant Investments
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

1star
Gurney's Newport Resort & Marina, Goat Island, Newport, RI, United States


Rooms Rates
Viking
- Standard $339
Marriott - SOLD OUT -
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

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.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net

The Convergence of Professional Athlete and Family Office to Accelerate Social Impact and Investment Returns

Presented by

Daniel Hughes, Partner/Co-Founder, LOHAS Advisors

The Convergence of Professional Athlete and Family Office to Accelerate Social Impact and Investment Returns

Presented by

Udonis Haslem, 3-time NBA Champion, Captain, Power Forward, Miami Heat

The Convergence of Professional Athlete and Family Office to Accelerate Social Impact and Investment Returns

Presented by

Derrick Morgan, Active NFL Football Player/Impact Investor

The Convergence of Professional Athlete and Family Office to Accelerate Social Impact and Investment Returns

Presented by

Ovie Mughelli, MBA, NFL Pro Bowler, EcoAthlete | OMFGreen.org

The Convergence of Professional Athlete and Family Office to Accelerate Social Impact and Investment Returns

Presented by

Chris Chambers, CEO, Chambers Ventures, Former NFL, Pro-Bowl Receiver, Miami Dolphins

The Convergence of Professional Athlete and Family Office to Accelerate Social Impact and Investment Returns

Presented by

Asante Samuel, Former Patriots, Eagles & Falcons All-Pro Defensive Back/Social Entrepreneur

The Convergence of Professional Athlete and Family Office to Accelerate Social Impact and Investment Returns

Presented by

Will Allen, 12-year NFL Safety, Co-Founder, Nascent Group Holdings (NGH)

Politics, Policy and Performance: Global Investing In a Time of Uncertainty

Presented by

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

Opportunity Zones: The Intersection of Public Policy and Alternative Investments

Presented by

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

National Security, Economic Power, and the Private Sector: Risks and Opportunities

Presented by

Eric Lorber, Director, Financial Integrity Network (FIN)

  • 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