Family Office & Private Wealth Management Forum 2022

Conference Details
Speakers & Agenda
Hotel Information
Registration Pricing

As Opal 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.

CONFERENCE FORMAT

This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. *Only Standalone Speakers will be allowed to use PowerPoints for educational purposes, but cannot pitch products.

8:00am	AMERICA’S REGATTA CUP NETWORKING EVENT Boat Sponsors include: Boomerang Capital Partners Generus Deskbee.co Streamline Global
8:00am	Exhibit Set-Up
8:00am	Registration Desk Opens
11:00am	Exhibit Hall Opens
11:00am	Hospitality Lounge Opens Sponsored by: EquityZen, Inc.
12:00pm	Opal Group & Chairman Opening Remarks Presented by Michael Pompian, Founder and Chief Investment Officer, Sunpointe Investments (MFO)
12:10pm	A Sustainable Approach to Multifamily Investing Presented by Andy Marrone, SVP Capital Markets, EcoVest Capital
12:30pm	Building Next-Generation Immunotherapies and Investor Value Presented by Craig Philips, President, Kineta, Inc.
12:50pm	An Insider’s View of Medicine’s next Blue Ocean Opportunity Presented by Dr. Andrew Holman, Co-Founder & CEO, Inmedix, Inc.
1:10pm	Introducing Art as an Asset Class – A New Era of Investment Solutions Presented by Allen Sukholitsky, CFA, Chief Investment Officer, MWC Capital Group
1:30pm	Keynote Discussion A Global Macroeconomic and Geopolitical Outlook: State of the Global Economy and International Affairs Moderator James Rosebush, Chief Executive Officer, Intersection Impact Fund/The Wealth and Family Office Management Group (MFO) Panelists Stephen Colavito, Jr., Chief Investment Officer, Perigon Wealth Management 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; and former Under Secretary of State for Global Affairs
2:20pm	Family Office Structure Challenges: Setting the Stage for Managing a Family Office in Today’s World Moderator Dr. Alexandra Cook, CPA, CGMA, CFF, FAIA, Managing Member, Sunburst Ventures Florida (SFO) Panelists Thomas Wiese, President of Institutional Solutions, Crown Global Insurance Group LLC Carol Pepper, CEO & Founder, Pepper International LLC (MFO) Thomas J. Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP
3:10pm	Non-Correlated/Niche Alternative Fund Strategies and Sectors that Help with Diversification Moderator Ronen Schwartzman, Chief Investment Officer, Cooper Family Office (SFO) Panelists Tim Partridge, Managing Director, Altera Robert McGregor, Co-Founder and Managing Partner, Coromandel Capital Mark Volosov, CEO, Sage Residential Management LLC Peter Early, Partner, Exos Financial Joe Orsini, Director of Research, Eaglebrook Advisors
4:00pm	Networking Refreshment Break Sponsored by: Inmedix, Inc.
4:20pm	Track A: Real Estate Investing: Building, Balancing & Adjusting Your Portfolio Moderator William Lappas, Managing Director, Woodbridge Capital Partners LLC (SFO) Panelists Dillon Lorda, Senior Portfolio Manager, AEW Capital Management, L.P. Greg Friedman, CEO, Peachtree Hotel Group Paul Odland, CEO & Founder, Belveron Partners Cameron Gunter, Founder & CEO, PEG Companies
	Track B: Capturing Opportunities in Private Credit & Alternative Debt Strategies Moderator Biff Pusey, Jr., Member, CrossGrain Family Investments Panelists Dean D’Angelo, Partner and Co-Portfolio Manager, Stellus Capital Management Zack Ellison, CFA, CAIA, Managing Director & CIO, A.R.I. Venture Debt Opportunities Fund Heston Nielson, Principal, Keystone National Group, LLC Adam Crum, CEO, Valaurum Himani Trivedi, Head of CLOs, Nuveen
5:10pm	Track A: Digital Assets: Investing in the Blockchain and Crypto Markets Moderator Sarah Hammer, Managing Director, Initiative on Diversity & Inclusion, The Wharton School Panelists Marcel Kasumovich, Head of Research, One River Digital Asset Management Nico Cordeiro, CIO, Strix Leviathan Phil J. Bonello, CIO, Plaintext Capital Jennifer Murphy, CEO & Founder, Runa Digital Assets
	Track B: COVID-19 and Education: How to Address the Future of Learning and The Lingering Effects of Unfinished Learning Moderator Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory Panelists Bri Trypuc, Executive Director, Robert Kerr Foundation, Trypuc Philanthropic Office Sophia Swire, Founder & CEO, GEDI Daniel Puder, MMA Champion/Founder of My Life/My Power, Transformational Tech Academy Former Senator Steve Smith, American Federation for Children, Arizona State Senator, District 11
5:50pm	Keynote Discussion: Diversity, Equity and Inclusion within Investment Management & Financial Services Moderator Tami Kesselman, Impact Strategist & Executive Coach, Next Gen Success LLC Panelists Monica Morton, President, Investigator, Consultant, K.N.O.W. LLC Peter Murrugarra, Head of Manager Due Diligence, ClearVest LLC David Grasso, CEO, Bold TV Ashley Ramirez, Partner, Halogen Ventures
6:30pm	Networking Reception Join us and unwind with fellow industry professionals & network by enjoying the open bars and passed hors d’oeuvres Sponsored by: Sinatra & Co., Three Chord Bourbon

7:00am	Continental Breakfast
7:00am	Registration Desk & Exhibit Hall Open
7:00am	Hospitality Lounge Open Sponsored by: EquityZen, Inc.
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 (MFO)
8:30am	Opening Remarks
8:40am	Track A: Evolution of International & Emerging Market Strategies: Where can Investors find Growth & Stability? Moderator Kamil Homsi, Founder & Chief Executive Officer, GRC Investment Group (Dubai) (SFO) Panelists Jim Seymour, Managing Partner, Pontefract Global Strategies, LLC John Trammell, Managing Director, Symphony Financial Partners Paul Homsy, Senior Advisor, Forbes Family Trust Paul Kang, President/CIO, Member of the Investment Committee, AltaCap (SFO)
	Track B: Sustainability and Environmental Preservation: How Can We Address Climate Change? Moderator Laurie Lane-Zucker, Founder & Chief Executive Officer, Impact Entrepreneur, LLC Panelists Lina Constantinovici, Founder, Innovation 4.4 David Hamilton Nichols, Private Investor Dail St. Claire, Director, Chairman, Finance Committee, St. Claire Consultants Christopher Abbate, Managing Director, Riverstone Holdings LLC Joley Michaelson, CEO, The Sun Company
9:30am	Track A: Driving Growth with Private Equity and Venture Capital: Deal Structures + Opportunities Moderator Tim Rafalovich, Senior Vice President of Private Equity, Wells Fargo Panelists Senofer Mendoza, Founder and General Partner, Mendoza Ventures Jeff Thompson, Partner, ATX Venture Partners James Spann, Founder, Managing Partner, Boyd Street Ventures Eric Thomassian, Senior Director, EquityZen
	Track B: Tax Efficient Strategies for the Current Market Moderator Skip Coomber, III, President, Coomber Family Estates (SFO) / Dragon Trust Panelists Anthony Nanula, Chief Investment Officer, Sinatra & Company Real Estate Abe Schlisselfeld, Senior Managing Director, CBIZ Marks Paneth Alan Solon, Chairman and CEO, EcoVest Capital, Inc.
10:20am	Networking Refreshment Break Sponsored by: Troutman Pepper
10:50am	ReThink Cyber Security – Cyber Wellness through Agentless Attack Surface Management Presented by Peter Bookman, Founder & Chief Executive Officer, guardDog
11:10am	Single Family Residential: What We See? Presented by Robert Jafek, Principal, Boomerang Capital Partners David Nielson, Director - Lending, Boomerang Capital Partners
11:30am	Trends in Private Funds and Direct Investments Presented by Chris Rossi, Troutman Pepper
11:50am	Opportunities for Family Offices to Co-Invest with Pensions & Municipalities in the EV Space Presented by Shane McMahon, Executive Chairman, Ideanomics Alf Poor, Chief Executive Officer, Ideanomics
12:10pm	Creating a Legacy of Real Wealth Through Leverage Trust Planning Presented by Vince Munno, President & CEO, Universal Financial Consultants
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 Warrick Dunn, 3X NFL All-Pro Running Back, Founder of Homes of Holiday and Warrick Dunn Charities (WDC), 2019 Muhammed Ali Legacy Award Recipient Rashad Evans, UFC Hall of Fame inductee, Former Light Heavyweight Champ, current ESPN analyst, Co-founder, Umbo Terrell Davis, 3X Pro Bowl, Super Bowl Champion and MVP, NFL HOF Running Back, Co-Founder of DEFY
1:15pm	Networking Luncheon
2:30pm	Tracking the Smart Money: Family Office CIO/CEO Roundtable Moderator Dr. Alexandra Cook, CPA, CGMA, CFF, FAIA, Managing Member, Sunburst Ventures Florida (SFO) Panelists Clark Cheng, CFA, FRM, CAIA, Chief Executive Officer and Chief Investment Officer, Merrimac Corp. (SFO) Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO) Brian DeLucia, Managing Partner, Arrivato LLC (SFO)
3:10pm	Track A: Examining Alternative Investment Strategies for the Future: Opportunities, Risks and Returns Moderator Michael Pompian, Founder and Chief Investment Officer, Sunpointe Investments (MFO) Panelists Adil Hasan, Director, Real Estate, Yieldstreet Nelson Chu, Founder & CEO, Percent Anthony J. Annino, Chief Executive Officer, RiverRock Funds, LLC Alejandro Levy, USA & International Family Office Consultant, InvestX Capital Ltd. Mark Simmer, Managing Partner, CIO, Clear Haven Capital Management
	Track B: Creating an Impact Portfolio + Best Practices to Aligning Your Mission Moderator Tami Kesselman, Impact Strategist & Executive Coach, Next Gen Success LLC Panelists Dan Katz, Co-Founder, Amberwave Partners Jennifer Kenning, CEO & Co-Founder, Align Impact Eugenio Briales, VP of Capital Markets, Justly
4:00pm	Track A: Investing in Cutting Edge and Disruptive Technologies: Direct and Co-Investments Moderator Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory Panelists Wright Steenrod, Partner, Iriba Capital Amir Jafri, CEO, Immunicom, Inc. Peter Bookman, Founder & Chief Executive Officer, guardDog Anna Dayn, Managing Partner, New End
	Track B: Philanthropy and Its Role in the Family Office Moderator Richard Marker, Co-Director/Founder, UPenn High Impact Funder Academy, Founder, Institute for Wise Philanthropy Panelists Joanne Florino, Vice President of Philanthropic Services, Philanthropy Roundtable Ellen Israelson, VP Philanthropic Services, CMO, Jewish Communal Fund Mina Lu, CEO, Victoria’s Voice Foundation
4:40pm	Track A: Investing in Artificial Intelligence: What Does the Future Hold for AI and Web 3.0? Moderator Samira Salman, Chief Operating Officer, Heathside Ventures (SFO) Panelists Mark Jackson, Quantum Evangelist, Cambridge Quantum Computing Zai Ortiz, Creator. Entrepreneur. Innovator, ZAI Mark Anderson, CEO, Pattern Computer
	Track B: Cannabis and Psychedelics: Investing in Alternative Health and Wellness Moderator Adi Divgi, President & Chief Investment Officer, EA GLOBAL LLC Panelists Chris Yetter, Founder and Portfolio Manager, Dumont Global G. Ryan Ansin, Co-Founder, Revolutionary Farms Tiby Erdely, Founding Partner, KEY Investment Partners Danielle Leone, Managing Partner, PrivateCapIntel Del Jolly, Former Outreach Director for Decrim Denver Psilocybin Initiative, Co-founder, Unlimited Sciences & Umbo
5:30pm	Investing in Health and the HealthCare Sector – Where are the Opportunities? Moderator Abigail Laufer, Chief Executive Officer, Ferguson Family Office (SFO) Panelists Dr. Andrew Holman, Co-Founder & CEO, Inmedix, Inc. David Marks, Partner, Waller Lansden Dortch & Davis LLP Dr. Roxanna Namavar, DO, Healthcare and Biotechnology Advisor, Cooper Family Office David Hendren, Partner and Senior Advisor, Novastone Capital Advisors (SFO) Bruce Mackler, CEO, Ethicann Pharmaceuticals
6:20pm	Summer Social Networking Bash Thank you to our Sponsor: guardDog, PrivateCapIntel, Inmedix, Inc.

8:15am	Continental Breakfast
8:15am	Registration & Exhibit Hall Open
9:00am	Opening Remarks
9:15am	Sourcing Opportunities & Due Diligence in Today’s Market Moderator Peter Murrugarra, Head of Manager Due Diligence, ClearVest LLC Panelists Anna Dayn, Managing Partner, New End Richard Blair, Director, Alternatives, Shepherd Kaplan (MFO) Dennis Crowley, President Private Markets, Trellis Software
10:15am	Masterminds: How To Add $100K+ In Profit To Your Bottom Line and Increase Your Impact In 5-10 Hours a Month Presented by Brad Hart, Founder, Make More Marbles
10:35am	Keynote Fireside Chat: Athletes View on Investing in Alternatives and How the Next Generation of Players Are Looking to Co-Invest Facilitator Tracy Deforge, CEO and Founder, The Players' Impact Speaker Lonie Paxton, 3x SuperBowl Champion, New England Patriots, CEO, Kindhumans Joe Cardona, NFL Player, New England Patriots Matt Chatham, NFL Analyst Kelly Laferriere, Chief Business Officer, A-Rod Corp
11:00am	Networking Refreshment Break
11:20am	Risk Management Overview: Key Considerations and Tools to Manage Risk Moderator Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO) Panelists David Thomas, Chief Executive Officer, Founder & Senior Investment Management Consultant, Equitas Capital Advisors Robert Maroney, Founder and Managing Member, Engineers Gate Investments LLC (SFO)
12:00pm	Family Governance and The Family Office: Planning for the Next Generation Moderator James Leach, President, Leach Family Holdings (SFO), Rhode Island PBS Foundation Panelists Susan R. Schoenfeld, JD, LL.M. Tax, CPA, MBA, CEO/ Founder, Wealth Legacy Advisors LLC Pierre duPont, Partner, Cerity Partners (MFO) Thomas J. Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP
12:50pm	Private Closed Session for Family Offices (Family Offices ONLY) Facilitator Iva Kaufman, Founder, Iva Kaufman Associates
2:10pm	Conference Concludes

Gurney’s Newport Resort & Marina
Newport, RI

Book Now

Hotel	Room / Rates
Newport Marriott 25 America's Cup Ave Newport, RI 02840	$379
The Hotel Viking One Bellevue Avenue Newport, RI 02840 A daily Resort Charge, currently $30.00 per room, per night plus tax will be added.	$429
The Newport Harbor Hotel & Marina 49 America’s Cup Newport Newport, RI 02840 A daily amenity fee, currently $20.00 per room, per night plus tax will be added.	$329 Standard $529 Balcony Room
Friday / Saturday night, is subject to availability at a higher rate. Please contact Marcela Celma \| mcelma@opalgroup.net for additional information

*Prices exclude taxes

NO-SHOW POLICY:
If a guest does not check-in on the reserved check-in date (and has not notified the hotel 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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Who Should Attend

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

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