Family Office & Private Wealth Management Forum 2021

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

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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.*

Opal Group's Family Office Forum Experience

To request our current agenda, participant list and sponsors


Current as of July 12, 2021

8:00am

AMERICA’S REGATTA CUP NETWORKING EVENT

Boat Sponsors include: JTC Group, World Gold Council, IRIS Family Office, Audrain Motorsport

Exhibit Set-Up

Registration Desk Opens

11:00am

Exhibit Hall Opens

Hospitality Lounge Opens

Sponsored by: Rotella Capital Management

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

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)

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

Hospitality Lounge Open

Sponsored by: Rotella Capital Management

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

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

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

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)

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

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

Hospitality Lounge Open

Sponsored by: Rotella Capital Management

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

-->Newport Marriott
25 America's Cup Ave., Newport, RI 02840" data-x="" data-y="">
5star
Newport Marriott
25 America's Cup Ave., Newport, RI 02840
(401) 849-1000

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.

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 info@opalgroup.net

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