Newport Marriott, Newport, RI
July 19, 2021 - July 21, 2021
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.
CONFERENCE FORMAT
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.*
8:00am |
AMERICA’S REGATTA CUP NETWORKING EVENT Boat Sponsors include: JTC Group, World Gold Council, IRIS Family Office, Audrain Motorsport |
Exhibit Set-Up |
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Registration Desk Opens |
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11:00am |
Exhibit Hall Opens |
Hospitality Lounge Opens Sponsored by: Rotella Capital Management |
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12:00pm |
Opal Group & Chairman Opening Remarks
Presented by
Michael Pompian, Founder and Chief Investment Officer, Sunpointe Investments (MFO) |
12:10pm |
How Will You Navigate the Evolving Private Equity Landscape?
Presented by
Michael Weil, CEO, AR Global Investments, LLC |
12:30pm |
Investing Beyond Reopening
Presented by
Michael Kantrowitz, Chief Investment Strategist, Cornerstone Macro |
12:50pm |
Diversifying and Outperforming in the Pandemic – Invest Where America Eats
Presented by
Brian Buehler, President, Triton Pacific Securities, LLC |
1:10pm |
Relative Value in Credit Markets
Presented by
Alexander Chan, Managing Director, Senior Client Portfolio Manager and Global Market Strategist, Credit Suisse |
1:30pm |
Keynote Discussion A Global Macroeconomic and Geopolitical Outlook: State of the Global Economy and International Affairs
Moderator
Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO)
Panelists
Jonathan Ward, Founder, Atlas Organization; Author China's Vision of Victory Renè Aninao, Managing Partner, CORBU LLC Oliver Fratzscher, Chief Executive Officer, EM Leaders LLC Elizabeth Addonizio, Co-Founder, GEDI |
2:20pm |
Family Office Structure Challenges: Setting the Stage for Managing a Family Office in Today’s World
Moderator
Michael Pompian, Founder and Chief Investment Officer, Sunpointe Investments (MFO)
Panelists
Thomas J. Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP Tom Wiese, Executive Managing Director, Institutional Solutions, Lombard International Michael Harris, Director of Family Office, Partner, Verdence Capital Advisors Carol Pepper, CEO & Founder, Pepper International LLC (MFO) |
3:10pm |
Non-Correlated/Niche Alternative Fund Strategies and Sectors that Help with Diversification Efforts
Moderator
Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO)
Panelists
Robert Maroney, Founder and Managing Member, Connecticut Investments LLC (SFO), Engineers Gate Investments LLC (SFO) Joan Hull, CFA, Institutional Relationship Manager, World Gold Council Vidak Radonjic, CEO, The Beryl Consulting Group Cormac Kinney, CEO & Founder, Diamond Standard Co. Anthony J. Annino, Chief Executive Officer, RiverRock Funds, LLC |
4:00pm |
Networking Refreshment Break Sponsored by: Audrain Motorsport and AR Global |
4:20pm |
Track A: Evolution of International & Emerging Market Strategies: Where Should You Be Looking and what to be on the Lookout for in the Future?
Moderator
Ronen Schwartzman, Chief Investment Officer, Cooper Family Office (SFO)
Panelists
Michael Felman, President, MSF Capital Advisors (MFO) Brendan Rogers, Former Co-Founder of Wag!, Co-Founder, 2am Ventures David Mullings, Founder, Chairman & CEO, Blue Mahoe Capital Partners |
Track B: Capturing Opportunities in Alternative Credit & Debt Strategies
Moderator
Guy Hopgood, Director, bfinance US
Panelists
Eric Rogoff, Managing Director and Sector Head, Onex Falcon Judd Kohn, Head of Enterprise Lending Solutions, White Wolf Private Credit Management LLC Nelson Chu, Founder & CEO, Percent |
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5:00pm |
Track A: Making a Case for Digital Assets: Investing in the Blockchain and Crypto Currency
Moderator
Clint Cox, President, The Anchor House (SFO)
Panelists
Wendy Diamond, Founder & CEO, LDP Ventures/WEDO Robert Levin, Managing Director, Emerging Star Capital, LLC Zach Resnick, Managing Partner, Unbounded Capital |
Track B: Finding Fixed Income Yield and Income Now that Rates have Plateaued/Stalled/Peaked
Moderator
Michael Wagner, Director of Fixed Income, Tolleson Wealth Management (MFO)
Panelists
Eileen Liu, Client Portfolio Manager, Credit Suisse Jack Moore, Investment Committee, Maine Medical Center Victoria Vysotina, CIO, Crexa Capital Advisors (SFO) |
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5:45pm |
Keynote Discussion: Diversity, Equity and Inclusion within Investment Management & Financial Services
Moderator
Tami Kesselman, Chief Impact Strategist, Aligned Investing Global
Panelists
Barry Eugene Avery Johnson, Chairman & Founder, Bedowin360 Capital Matthew Patsky, CEO, Portfolio Manager & Board of Director, Trillium Asset Management Kate Kelley, SVP Brand Partnerships, +Rise Vanessa Braxton, Chief Executive Officer, President, B4MC Group / Black Momma Brands (SFO) |
6:30pm |
Networking Reception Join us and unwind with fellow industry professionals & network |
7:00am |
Continental Breakfast |
Registration Desk & Exhibit Hall Open |
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Hospitality Lounge Open Sponsored by: Rotella Capital Management |
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7:15am |
Private Closed Session for Family Offices (Family Offices ONLY)
Facilitator
James Rosebush, Chief Executive Officer, Intersection Impact Fund/The Wealth and Family Office Management Group (SFO) |
8:20am |
Day 2 Opening Remarks |
8:30am |
Track A: Real Estate Investing: Building, Balancing and Adjusting Your Portfolio for Long-Term Driven Returns
Moderator
Kamil Homsi, Founder & Chief Executive Officer, GRC investment Group (Dubai) (SFO)
Panelists
James Solomon, Founder & Managing Partner, Ravinia Capital Group (SFO) Matt Frazier, Founder & CEO, Jones Street Investment Partners Peter Auerbach, Managing Partner, Auerbach Funds Benjamin Macfarland, Chief Executive Officer & Co-Founder, SROA Capital Michael Weil, CEO, AR Global Investments, LLC |
Track B: Capitalizing with Cannabis Investing
Moderator
CJ Follini, Chief Investment Officer, Noyack Family Office (MFO)
Panelists
John P. Clair, Founder, President & Director, Clair Capital Inc. Michael Scott, Founder/CEO, Cannapreneur Partners Howard Goodwin, MD, Partner, Intrinsic Capital Partners Barbara “Bobbi” Koz Paley, Founder and CEO, Art Assets LLC & Balco Partners |
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9:30am |
Track A: Tax Efficient Strategies for the Current Market
Moderator
Skip Coomber, III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office (SFO)
Panelist
Phillip Vitale, Chief Executive Officer, Evolytical LLC Thomas J. Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP Peter Martin III, Director of Institutional Engagement, Inland Real Estate Group |
Track B: Driving Growth with Private Equity and Venture Capital: Deal Structures + Opportunities
Moderator
Tim Rafalovich, Senior Vice President, Wells Fargo, Alternative Equity Investor
Panelists
Sasha Bernier, Senior Vice President/Investment Committee, Cheltenham Investments (SFO) Ira Perlmuter, Founder/Managing Director, IJP Family Partners Erik Lassila, Managing Partner, Peakview Capital Brynne Kennedy, Managing Director, Archibald Ventures |
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10:10am |
Keynote Presentation Investing in Sports
Presented by
Chuck Baker, Co-Chair, Sports Industry Group, O'Melveny & Myers LLP |
10:30am |
Networking Refreshment Break Sponsored by: World Gold Council |
10:50am |
Fed’s New Tools, What Happens Next?
Presented by
Jeffrey Grant, Managing Director, Head of Private Wealth Partners, CIM Group |
11:10am |
An Under-The-Radar Investment Opportunity: Carbon Storage in Buildings Jonathan Strimling, CEO, CleanFiber |
11:30am |
Evolving Alongside Your Growing Portfolio
Presented by
Ben Page Fort, SVP, Head of Sales, Nasdaq Asset Owner Solutions |
11:50am |
Renewable Energy Development: Fragmented and Undercapitalized in the Face of Unprecedented Growth
Presented by
Ben Baker, Managing Director, Greenbacker Capital |
12:10pm |
Rethink, Rebalance, Reset: Institutional Portfolio Strategies for the Post-Pandemic Period
Presented by
Justin Sheehan, Institutional Portfolio Consultant, World Gold Council |
12:30pm |
Keynote Panel Discussion Capital UNTAPPED! – How Professional Athletes are using their Innovation, Investing and INFLUENCE Capital to drive Impact and Business Ventures, and how the Family Office investor community can partner to elevate their projects and Return on Investments
Moderator
Daniel Hughes, Founder/Co-creator of Athletes Influence, Partner, LOHAS Advisors
Panelists
Udonis Haslem, 3X NBA World Champion/Miami Heat/UD Kids/Strategic Partner FUTR Shawn Springs, 13 year NFL/Pro-Bowl/Founder/CEO of Windpact Daniel Puder, MMA Champion/Founder of My Life/My Power and Transformational Tech Academy Santia Deck, Queen of Abs/multi-million professional women’s football/Founder of Tronus Tim Hardaway, 13 year NBA; 5X NBA All-Star; US Olympic Gold; Partner in SportsED TV |
1:15pm |
Networking Luncheon |
2:30pm |
Tracking the Smart Money: Family Office CIO/CEO Roundtable
Moderator
Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO)
Panelists
Clark Cheng, CFA, FRM, CAIA, Chief Executive Officer and Chief Investment Officer, Merrimac Corp. (SFO) Carol Pepper, CEO & Founder, Pepper International LLC (MFO) Theodore Kokas, Chief Investment Officer, EverWatch Financial Inc (SFO) Brian DeLucia, Managing Partner, Arrivato LLC (SFO) |
3:15pm |
Track A: Examining Yielding Strategies for the Future: Opportunities, Risks & Rewards
Moderator
Josh Roach, Managing Partner and Family Principal, Lloyd Capital Partners (SFO)
Panelists
Eric Kaufman, Managing Partner & Portfolio Manager, VE Capital Management, LLC Michael Pompian, Founder and Chief Investment Officer, Sunpointe Investments (MFO) Andrew Eberhart, Managing Partner, Wingspan Capital LLC |
Track B: Creating an Impact Portfolio and Construction Strategies
Moderator
Leah Zveglich, Executive Director, Aster Impact
Panelists
Alison Smith, Managing Director, Cornerstone Capital Group Mary Green, Client Portfolio Manager, Vice President, Federated Hermes Jules Pulda, Portfolio Manager, Ballentine Partners, LLC (MFO) Mark Rottmann, CEO, iCell Sustainable / iCell Aqua |
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4:00pm |
Track A: Investing in Cutting Edge Technologies: Direct and Co-Investments
Moderator
Abigail Laufer, Chief Executive Officer, Ferguson Family Office (SFO)
Panelists
Samira Salman, Chief Operating Officer, Heathside Ventures (SFO) Simon Littlewood, Director, Li Family Office (SFO) C.R. Celona, Founder & CEO, Cluster |
Track B: Philanthropy and Its Role in the Family Office
Moderator
Richard Marker, Co-Principal, Institute for Wise Philanthropy; Faculty Co-Director, University of Pennsylvania Center for High Impact Philanthropy
Panelists
Caren Croland Yanis, Principal, Croland Consulting Carolyn Weiss, Chief Financial Officer & Treasurer, New York Community Trust Esther Pan Sloane, Head of Partnerships, Policy and Communications, UNCDF Leslie Pine, Managing Partner, The Philanthropic Initiative (TPI) |
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4:45pm |
Track A: Investing in Artificial Intelligence: What Does the Future Hold for AI?
Moderator
Wendy Craft, Chief of Staff, Fulcrum Equities, LLC (SFO)
Panelists
Josh Roach, Managing Partner and Family Principal, Lloyd Capital Partners (SFO) Mark Jackson, Quantum Evangelist, Cambridge Quantum Computing Zai Ortiz, Creator. Entrepreneur. Innovator, ZAI Nolan Bushnell, Founder, Atari, Inc. |
Track B: Sustainability and Environmental Preservation Investment Strategies
Moderator
James Rosebush, Chief Executive Officer, Intersection Impact Fund/The Wealth and Family Office Management Group (SFO)
Panelists
Diana Ayton-Shenker, CEO & Founder, Global Momenta, Leonardo, Int’l Society of Art, Science & Technology (ISAST) Roman Rjanikov, Portfolio Manager & Director of Research, DDJ Capital Management, LLC Vince Bertram, Vice President of US, SparkChange |
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5:30pm |
Keynote Presentation: Why the FBI Can’t Stop Cybercrime and How You Can
Presented by
Jeff Lanza, Retired FBI Agent, The Lanza Group |
6:00pm |
Networking Reception Join us and unwind with fellow industry professionals with networking |
7:30am |
Continental Breakfast |
Registration & Exhibit Hall Open |
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Hospitality Lounge Open Sponsored by: Rotella Capital Management |
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8:15am |
Day 3 Opening Remarks |
8:30am |
Sourcing Opportunities & Due Diligence in Today’s Market
Moderator
Marcia Nelson, Managing Director, ShareNett
Panelists
Charles Sidman MBA, PHD, Managing Partner, ECS Capital Partners Peter Murrugarra, Head of Manager Due Diligence, ClearVest LLC David Hendren, Senior Advisor and Special Partner, Novastone Capital Advisors (SFO) Rian Akey, Partner, Global Head of Operational Risk Solutions and Analytics, Aon |
9:15am |
Direct vs. Co-Investment vs. Commingled Funds
Moderator
Phillip Vitale, Chief Executive Officer, Evolytical LLC
Panelists
David Robb, Managing Director, Frontier Group (SFO) Robert Levin, Managing Director, Emerging Star Capital, LLC Tracy Deforge, CEO and Founder, The Players' Impact |
10:15am |
The Emerging Role of Crowdfunding in CRE Investing Aaron Halfacre, CEO, Modiv |
10:35am |
Keynote Fireside Chat The Hilton Legacy of Innovation and Impact Continues with Brad Hilton Brad Hilton, Grandson of Conrad Hilton and Founder/CEO of Hilton Business Ventures
Interviewed by:
Daniel Hughes, Founder/Co-creator of Athletes Influence, Partner, LOHAS Advisors |
11:00am |
Networking Break |
11:15am |
Total Portfolio Construction
Moderator
Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory
Panelists
Laurie Lane-Zucker, Founder & Chief Executive Officer, Impact Entrepreneur, LLC Alexis McCarthy, Founder & CEO, Springhead Social Impact Richard Zimmerman, Advisor, WE Family Offices (MFO) |
12:00pm |
Family Governance and The Single Family Office: Planning for the Next Generation
Moderator
Biff Pusey, Jr., JD, Partner, Kimble Advisory (MFO)
Panelists
Thomas J. Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP Susan R. Schoenfeld, JD, LL.M. Tax, CPA, MBA, CEO/ Founder, Wealth Legacy Advisors LLC Sara Rabi, Partner, Marks Paneth LLP |
1:00pm |
Private Closed Session for Family Offices (Family Offices ONLY)
Facilitator
Susan R. Schoenfeld, JD, LL.M. Tax, CPA, MBA, CEO/ Founder, Wealth Legacy Advisors LLC |
2:30pm |
Closing Remarks |
The room block is currently sold out. Please contact Joanna Puchalski to be put on the waitlist (jpuchalski@opalgroup.net). A list of recommended hotels can be found below: |
RECOMMENDED HOTELS
Please note: Opal does not have a group rate or contracted block of rooms at these hotels. Please contact the properties direct for reservations.
Newport RI Hotels | Find Lodging Details, Reviews & Photos (discovernewport.org)
Brenton Hotel
31 America’s Cup Avenue
Newport, Rhode Island 02840
Phone: 401-849-3100
https://brentonhotel.com/
Gurney’s Newport Resort & Marina
1 Goat Island
Newport, RI 02840
Phone: 401-849-2600
https://www.gurneysresorts.com/newport
The Hotel Viking
One Bellevue Avenue
Newport, RI 02840
Phone: 800-556-7126
https://www.hotelviking.com/
The Newport Harbor Hotel & Marina
49 Americas Cup Avenue
Newport, RI 02840
Phone: 401-847-9000
https://www.newporthotel.com/
Forty One North
351 Thames Street
Newport, RI 02840
Phone: 401-846-8018
https://www.41north.com/
The Attwater
22 Liberty Street
Newport, RI 02840
Phone: (401) 846-7444
https://www.theattwater.com/
Hammetts Hotel
4 Commercial Wharf
Newport, RI 02840
(401) 324-7500
https://www.hammettshotel.com/
Castle Hill Inn
590 Ocean Drive
Newport, RI 02840
(401) 849-3800
https://www.castlehillinn.com/
Newport Beach Hotel & Suites
1 Wave Avenue
Middletown, RI 02842
(401) 846-0310
https://www.newportbeachhotelandsuites.com/
Mill Street Inn
75 Mill Street
Newport, RI 02840
(401) 849-9500
https://www.millstreetinn.com/
Gilded
23 Brinley Street
Newport, RI 02840
(401) 619-7758
https://www.gildedhotel.com/
The Chanler at Cliff Walk
117 Memorial Boulevard
Newport, RI 02840
(401) 847-1300
https://www.thechanler.com/
The Wayfinder Hotel
151 Admiral Kalbfus Road
Newport, RI 02840
(401) 849-9880
https://www.thewayfinderhotel.com/
The Grace Vanderbilt
41 Mary Street
Newport, RI 02840
Phone: 401-846-6200
https://aubergeresorts.com/vanderbilt/
Howard Johnson Inn
351 West Main Road
Middletown, RI 02842
(401) 849-2000
https://www.wyndhamhotels.com/hojo/middletown-rhode-island/howard-johnson-inn-newport-area-middletown/overview
America’s Cup Inn
6 Mary Street
Newport, RI 02840
Phone: 401-846-9200
https://americascupinn.com/
Residence Inn by Marriott
325 West Main Road
Middletown, RI
Phone: 401-845-2005
https://www.marriott.com/hotels/travel/pvdnm-residence-inn-newport-middletown/
Hampton Inn & Suites
317 West Main Road
Middletown, RI
Phone: 401-848-6555
https://www.hilton.com/en/hotels/mtnrihx-hampton-suites-newport-middletown/
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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.
NO-SHOW POLICY:
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.
Standard Rate | |
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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.