Family Office & Private Wealth Management Forum 2020

Gurney’s Newport Resort & Marina, Newport, RI
July 20, 2020 - July 22, 2020

150 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.*

Opal Group's Family Office Forum Experience

To request our current agenda, participant list and sponsors

Current as of February 18, 2020

Keynote Speakers

Dayana Mendoza, Ambassador, AID FOR LIFE International

Robert F. Kennedy, Jr., President, Waterkeeper Alliance

Gordon Curtis, Director of Investments, CI Investments (SFO)

Chris Campbell, Chief Strategist, Duff & Phelps, LLC

Paul Thanos, Director, Office of Finance and Insurance Industries, U.S. Department of Commerce

Ambassador Paula J. Dobriansky, Senior Fellow, Harvard University JFK Belfer Center for Science and International Affairs; Vice Chair of the Scowcroft Center for Strategy and Security, Atlantic Council


Michael Pompian, Founder and Chief Investment Officer, Sunpointe Investments (MFO)

Lonnie Gienger, CEO, Wilkinson Family of Companies

John Elmes, Executive Managing Director, Pathstone (MFO)

TBA, Credit Suisse

TBA, Setanta Asset Management

Keynote Speaker

Daniel Hughes, Founder/Co-creator of Athletes Influence, Partner, LOHAS Advisors


Tim Rafalovich, Senior Vice President, Wells Fargo, Alternative Equity Investor

Joe Merrill, Partner, Sputnix ATX

Sean Morris, Managing Director, Partner & Co-Investor Relations, CIM Group

TBA, Pepper Hamilton LLP

Eric Kaufman, Managing Partner & Portfolio Manager, VE Capital Management, LLC

Richard Zimmerman, Advisor, WE Family Offices (MFO)

Keynote Speakers

Wendy Thomas, Dave Thomas Foundation


Rita Soronen, President & CEO, Dave Thomas Foundation


DJ Van Keuren, Vice President, Monfort Companies (SFO)

Thomas Haug, CEO, Managing Member, Aspen Tree Advisory

Biff A. Pusey, Jr., Partner, Kimble Advisory (MFO)

Susan R. Schoenfeld, CEO and Founder, Wealth Legacy Advisors LLC

Sara Rabi, Partner, Marks Paneth

Angelo Robles, Founder & Chairman, Family Office Association

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

Registration Pricing

Early bird Rate II (expires 4/30/20) Standard Rate
Managers/Service Providers $3,195 $3,495
End-Only Family Offices over $100M in AUM**, Non-Discretionary Consultants, Endowments, and Foundations can be verified for complimentary access (must allocate to 3rd party fund managers) - Complimentary*

Money Manager and Service Providers are those who raise capital from family offices or institutional investors or sell their product and services to family offices, managers, or institutional investors.

** End-Only Family Offices must have a minimum of $100M in investable AUM. They cannot have any products or funds raise capital for from other family offices or institutional investors. They must also look to allocate to 3rd party investment funds managers.

* 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

Keynote Discussion

Presented by

Dayana Mendoza, Ambassador, AID FOR LIFE International

Keynote Discussion

Presented by

Robert F. Kennedy, Jr., President, Waterkeeper Alliance

Presented by

Wendy Thomas, Dave Thomas Foundation

  • 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!
  • 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