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.
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.
|Hotel||Room / Rates|
25 America's Cup Ave Newport, RI 02840
The Wayﬁnder Hotel
151 Admiral Kalbfus Road Newport, RI 02840
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.
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.
$529 Balcony Room
|Friday / Saturday night, is subject to availability at a higher rate. Please contact Marcela Celma | email@example.com for additional information|
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.
|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.