Family Office & Private Wealth Management Forum 2021

Newport Marriott, Newport, RI
July 19, 2021 - July 21, 2021

27 days left

As Opal Financial Group’s flagship event, the Family Office & Private Wealth Management Forum has become Opal’s largest & most renowned family office event in the industry. Known for its rich history and magnificent mansions, Newport, RI, attracts thousands of delegates each year. America and the world has dealt with a Global Pandemic over the last 18 months leading to uncertainty, turbulence and unease in our own families. During that time, Opal Group adapted to continue to bring education, networking, and expert discussions to the industry by transitioning our events to an interactive virtual platform. Now that the light is finally shining, the voyage can begin with Newport’s annual Regatta Cup race, giving delegates an opportunity to find their inner competitor and race across the harbor. Over the course of three days, family offices, private investors, and investment managers navigate their way through the choppy waters of the past pandemic and recession, while continuing to explore the best ways to map out their portfolios. With hundreds of delegates, there is always an opportunity to meet potential clients. Discussions will cover a wide variety of investment topics including direct investing, impact investing, private debt, innovative technology, non-correlated assets, and many more. Come join us this July-- the forecast calls for fun, networking, all with safety & social-distancing in mind 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 panels. *Only Standalone Speakers will be allowed to use PowerPoints, but cannot pitch products or advertise.*

Opal Group's Family Office Forum Experience

To request our current agenda, participant list and sponsors

Current as of

Keynote Speakers

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

Arthur Salzer, Chief Executive Officer & Chief Investment Officer, Northland Wealth Management (MFO)

Dayana Mendoza, Ambassador, AID FOR LIFE International

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


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

Craig Philips, President, Kineta, Inc.

Lonnie Gienger, CEO, Wilkinson Family of Companies

Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO)

John Elmes, Executive Managing Director, Pathstone (MFO)

Jill Creager, Founder & CEO, Providence Family Offices (MFO) / iPaladin, LLC

Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO)

Andy Mantel, Founder & CEO, Pacific Sun Advisors

TBA, Credit Suisse

Ronald S. Diamond, Chairman and CEO, Diamond Wealth Strategies

Thomas J. Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP

Robert Cusack, CFO, EMB, LLC (SFO)

TBA, Griffin Capital Securities

Clint Cox, President, The Anchor House (SFO)

Elisabeth Préfontaine, Founder, Octonomics

Michael Wagner, Director of Fixed Income, Tolleson Wealth Management (MFO)

Jim Wang, Advisor, Asset Allocation and Macro , Hedging, YMCA Retirement Fund

TBA, Setanta Asset Management

Keynote Speaker

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


William Lappas, Managing Director, Woodbridge Capital Partners LLC (SFO)

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

CJ Follini, Chief Investment Officer, Follini Reen Family Office (MFO)

TBA, Duane Morris LLP

Paul Vogel, Founder, Argos Family Office, LLC (MFO)

Michael Williams, Director - Investor Relations, Sixty West, LLC

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

Aviva Pinto, Director, Wealthspire Advisors (MFO)

Clark Cheng, CFA, FRM, CAIA, Chief Executive Officer and Chief Investment Officer, Merrimac Corp. (SFO)

Jack A Ablin, CFA, Co-Founder & Chief Investment Officer, Cresset (MFO)

Josh Roach, Managing Partner and Family Principal, Lloyd Capital Partners (SFO)

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

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

Richard Zimmerman, Advisor, WE Family Offices (MFO)

Jeffrey Scheer, Managing Director, Pathstone (MFO)

Richard Marker, Founder/Co-Principal, Wise Philanthropy; Faculty Co-Director, University of Pennsylvania Center for High Impact Philanthropy

James Rosebush, Chief Executive Officer, Intersection Impact Fund/The Wealth and Family Office Management Group (SFO)

Caren Croland Yanis, Principal, Croland Consulting

Carolyn Weiss, CFO & Treasurer, New York Community Trust

Ellen Israelson, VP Philanthropic Services, CMO, Jewish Communal Fund

Pran Tiku, President, Peak Financial Management (MFO)

Michael Felman, President, MSF Capital Advisors (MFO)

TBA, First Manhattan Co.

Wendy Craft, Chief of Staff, Fulcrum Equities, LLC (SFO)

Phillip Vitale, Chief Executive Officer, Evolytical LLC

Sean Davatgar, Principal, Dava Capital (SFO)

Keynote Speakers

Wendy Thomas, Dave Thomas Foundation


Rita Soronen, President & CEO, Dave Thomas Foundation


Marcia Nelson, Managing Director, Alberleen Fmaily Office Solutions (SFO)

Ronen Schwartzman, Chief Investment Officer, Cooper Family Office (SFO)

Ira Perlmuter, Managing Director, T5 Equity Partners LLC (SFO)

Kamil Homsi, Founder/CEO, GRC Investments Group (Dubai) (SFO)

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

Elijah Duckworth-Schachter, Director of Strategy and Private Equity, Elm Court Partners (SFO)

Cliff Friedman, Managing Director, Raptor Group Holdings (SFO)

Adi Divgi, President & CIO, EA Global LLC (SFO)

Thomas Haug, CEO, Managing Member, Aspen Tree Advisory

Michael Kantrowitz, Cornerstone Macro

Nick Markola, Chief Investment Officer, Markola LLC (MFO)

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

Thomas J. Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP

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

Sara Rabi, Partner, Marks Paneth

Barbara Hauser, Global Family Advisor, Barbara R Hauser LLC

Angelo Robles, Founder & Chairman, Family Office Association

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25 America's Cup Ave., Newport, RI 02840" data-x="" data-y="">
Newport Marriott
25 America's Cup Ave., Newport, RI 02840
(401) 849-1000

Holding Your Reservation
• To ensure that you receive this special group rate, we will charge your credit card a full prepayment (room charge plus tax) when you make your reservation.
• Changes are accepted to reservations once it has been made. However, one night deposit is non-refundable

Modifying Your Reservation
• Changes to your reservation are permitted prior to Wednesday, June 30th, without penalty.
• Beginning Thursday, July 1st, a reduction in room nights will not be refunded.


If a guest does not check-in on the reserved check-in date (and has not notified the Opal of any changes), the room will be subject to release. If the room is released, deposits will not be returned and guest credit card will be charged for the entire stay.

Upon the conclusion of the conference, all reservations will be reviewed and any additional nights and/or misc. charges to prepaid reservations will be charged to your credit card as well.

Registration Pricing

Standard Rate
Managers/Service Providers $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 Presentation

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