Family Office & Private Wealth Management Forum 2021

Conference Details
Speakers & Agenda
Hotel Information
Registration Pricing

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

Monday, July 19, 2021
Tuesday, July 20, 2021
Wednesday, July 21, 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

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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

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

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