Family Office & Private Wealth Management Forum West 2017

Conference Details
Agenda
Hotel Information
Registration Pricing

Opal Group is making every effort to ensure a safe and successful event. Due to the fires and air quality in Napa, CA, this year's conference will be relocated to the San Jose Convention Center in San Jose, CA. Please note that the dates and times on the agenda will remain unchanged. The San Jose Convention Center is approximately 37 min / 35 miles to both San Francisco International & Oakland Airports.

Opal Group strongly believes that strength and resiliency through these natural disasters comes in numbers. Our thoughts are with those who are affected. In an effort to assist with those who have been affected by the fires in Northern California, and the hurricanes affecting the Gulf Coast and Puerto Rico, we will have multiple ways for delegates to donate and support the relief efforts.

Click the links below to directly donate to the various Disaster Relief Funds

Napa Valley Community Relief Fund

Sonoma County Resilience Fund

Somos, Inc. – Puerto Rico Relief Fund

Come and join Opal Group's Annual Family Office & Private Wealth Management Forum - West. Known for the fastest growing population of newly structured family offices in the world, Northern California is largely dominated by first and second-generation families from the Silicon Valley. Investment strategies such as Private Equity, Venture Capital, and Technology will be familiar themes throughout this conference. Investment managers and families will come together to discuss the foundations in which they built their wealth, and uncork the various investment strategies in which to keep their portfolios growing and plentiful. Additional hot topics such as impact investing, alternatives, and the trustee beneficiary relationship, will allow for delegates to sample a diverse blend of palatable subjects while networking amongst a top tier group of private wealth professionals.

4:00pm

Exhibit Set-Up & Registration

5:30pm

Keynote Speaker

In conjunction with Family Office Networks

Keynote Speaker

Dr. Adam Gazzaley, MD, PhD, Founder & Executive Director, Neuroscape; Professor, University of California, San Francisco

6:30pm - 8:00pm

Official Welcome Reception

In conjunction with Family Office Networks and Keiretsu Capital

Sponsored by:

Abom

Carmell Therapeutics

Portland Development Group

Phytonix

Touchjet

7:00am	Exhibit Set-Up
8:30am	Registration & Exhibit Hall Open Networking Continental Breakfast Sponsored by: Wells Fargo Private Bank
9:30am	Opening Remarks
9:45am	The Modern Day Family Office: How To Properly Structure & Select Resources That Fit Your Family’s Needs What are the key considerations for families or individuals establishing a family office? What are key planning mechanisms that a family office should consider before they set up a family office? Why does a family need a strategy? How do you formulate one? What components and considerations must go into your planning process? Setting your family wealth strategy. Setting your family business strategy. Planning for the investible: Estate Tax Considerations During this panel, leading family office advisors will share best practices on the legal, financial, compliance, estate planning, tax, family governance, investments and wealth transfer considerations that need to be assessed when establishing a de novo family office Moderator Aviva Pinto, Director, Bronfman Rothschild (MFO) Panelist Thomas Handler, Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP Panelist Zoltan Szakal, President, Black River Technologies Inc. Panelist Elizabeth Perlak, Senior Compliance Associate, TriNet HR III, Inc. Panelist Jerry Olynuk, Sr. Vice President & Portfolio Manager, Northland Wealth Management (MFO)
10:50am	Keynote Presentation: The Mirror and the Windshield: a retrospectively informed view of the future of Private Markets Keynote Speaker Robert L. Borden, Managing Partner and CIO, Delegate Advisors (MFO)
11:20am	Networking Refreshment Break Sponsored by: Encore Energy, Inc.
11:40am	Horizontal Berea Oil Program Summary Steve Stengell, President & CEO, Encore Energy, Inc.
12:00pm	Integrating Real Estate Into Your Overall Investment Portfolio Given Current Market Conditions Eric Hu, Vice President, WM Real Estate Advisory Specialist, Wells Fargo Private Bank Ron Vyse, Senior Vice President, Wealth Advisor, Wells Fargo Private Bank
12:20pm	Tax Alternatives for High-Net-Worth Individuals Natalie Riley, Principal, Sixty West
12:40pm	Keynote Presentation: The Next Frontier in Family Money: A Better Pairing of Wealth and Life Drawing on 25 years of family office management and experience, you will gain insights about new realms of opportunity and services that are complementary to sound financial management. The result will be an evolution in your perspective of stewardship, along with practical action steps designed to deepen relationships and add more value to the family wealth beneficiaries. Keynote Speaker John Christianson, CEO, Highland Private Wealth Management (MFO)
1:10pm	Networking Luncheon
2:30pm	Track A Track B Investing in the Real Asset & Energy Markets Finding opportunities inside and outside the developed markets Facing the valuation challenges Are these asset classes over valued? Will they continue to retain their diversification credentials via lower correlation with more liquid asset classes? Current Challenges in the Infrastructure Asset Class – Lessons Learned from Recent Practical Experience Evaluation and Simulation of Renewable Energy Portfolios Moderator Abigail Laufer, CIO, Ferguson Family Office (SFO) Panelist Michael O’Kane, COO, New Zealand Bullion Depository LP Panelist Laurance Narbut, Managing Member, Acceleration Resources Panelist Miguel De Anquin, K12Solar Investing in Innovative Technology: Investment that Change the Future Disruption — Technical and Medical advancements how to find them – Attracting Investments from the Family Office Community – How to find and build this relationship How much interaction do you expect from your investor — Describe some positive and negative experiences? Connecting Family Office and Institutional investors to unprecedented access to early stage Technology and Medical investment opportunities – Pluses and Minuses for the family office Returns—How does the Family Office best capitalize on these investments—Exit vs. IPO Moderator Nathan McDonald, Managing Partner and CEO, Keiretsu Capital Panelist Gordon Skene, Chairman, Phytonix Corporation Panelist Don Megrath, CFO, ABOM Panelist Randy Hubbell, CEO, Carmell Therapeutics Panelist Helen Thomas, Founder and CEO, TouchJet
3:30pm	Track A Track B Real Estate Investing: Opportunistic vs. Value Added vs. Core vs. Debt What type of assets are you considering to invest into right now? What are your target returns? How do you view the market going into this year compared to last year? What markets are you looking to invest into? Do you see any “waves” on the horizon and if so how do you plan on handling that? What type of capital are you looking for right now? RePe / family offices / institutions/ all the above? What are some of the challenges that you have faced over the last year and how have you handled that? Moderator DJ Van Keuren, Director – Family Office Capital, Hayman Family Office (SFO) Panelist Dominic Sergi, CEO, Clear Height Panelist Mark Hanf, CEO, Pacific Private Money, Inc. Panelist R. K. Khalfani, Managing Director and CEO, Marketorder Financial Opportunities in Fixed Income and Private Credit Moderator Michael Wagner, Director of Fixed Income, Tolleson Wealth Management (MFO) Panelist Kort Schnabel, Partner, Ares Management LLC Panelist Robert Grunewald, CEO, Flat Rock Global, LLC Panelist Christopher R. Coolidge CFA, Managing Partner and CIO Fixed Income, OceanSquare Asset Management LLC Panelist Richard G. Mowrer, Managing Partner & Senior Portfolio Manager, OceanSquare Asset Management LLC
4:30pm	Track A Track B Opportunities, Trends and Challenges for Investing in Real Estate in Private Equity Moderator Ricky Novak, General Counsel; Real Estate & Tax Advisor, The Strategic Group of Companies Panelist Matthew Jenkins, Founder/CFO, ReSpring Panelist Mike Hubbell, CEO, Portland Development Group Investments Panelist Christopher Chang, Senior Vice President, Menlo Equities Investing in the Cannabis Industry Private vs. Public? Ancillary non-regulated businesses vs. Regulated “touching the plant” business investments? Importance for cannabis to be part of your investment portfolio What are additional diligence items and risks important for investing in this business category? Should i invest in a fund or into specific companies as a direct investment? What are the ranges of opportunities both domestically and internationally? Moderator Stephen Braun, Senior Vice President, J.I. Kislak Inc. (SFO) Panelist Michael Gruber, Managing Partner, Salveo Capital Panelist Kevin Murphy, Partner, High Street Capital Partners Panelist Sherri Haskell, Founder, CannaAngels LLC
5:15pm - 6:30pm	Networking Cocktail Reception Sponsored by: Sixty West
6:30pm - 8:00pm	SCOTCH PITCH SAN JOSE Keiretsu Capital is proud to present Scotch Pitch San Jose! You are cordially invited to an evening with our portfolio companies while enjoying fine beverages and hors d’oeuvres. Enter our drawing for a chance to win a fine bottle of 20+ year old scotch!

8:15am	Registration & Exhibit Hall Open Networking Continental Breakfast
8:15am	Private Closed Session for Family Offices (Family Offices ONLY) Who is your “Wendy Rhoades”? As a High Profile Family Leader/CEO/Executive it can be lonely at the top. Who do you have as a professionally experienced, impartial and trusted advisor that you and your family can rely on to help with your most pressing family challenges, business issues and opportunities? Please join us during this interactive, and thought provoking session to learn how having your own Performance Coach/”Wendy Rhoades” can create immeasurable financial and personal returns. This private, closed-door session is designed exclusively for foundations, family offices, multi-family offices, non-discretionary consultants and accredited high-net worth individuals. Opal is committed to enhancing experiences and interaction for Families and Family Offices and is consequently dedicating an extended session to them. Peer-to-peer conversation on key issues for participants, which will depend on interest, and may include: Participants are expected to share experiences, thoughts, concerns, challenges, and solutions in a private peer exchange setting. The session will be a facilitated, interactive, dynamic conversation among the participants. No Managers or Service Providers will be allowed in the session, no exceptions. Facilitator Amy Brodsky, Founding Partner, Sky Partners LLC
9:00am	Opening Remarks
9:10am	How To Turn Your Tax Liability Into a Real Estate Investment Gordon Short, Managing Director of Tax Advisory Services, global X
9:30am	Track A Track B Permanent Capital – The New Old Strategy that Family Offices Need to Know More About Moderator Brian Smiga, Partner, Alpha Venture Partners / Pritzker Group Venture Capital Panelist William Lappas, Managing Director, Woodbridge Capital Partners, LLC (SFO) Panelist David Robb, Managing Director, Frontier Group (SFO) Panelist Dan Farrell, Chairman, CEO, Privos Capital (MFO) Breaking Down ESG/SRI Strategies The term “ESG investing” is tossed around in the media and in boardrooms, but what exactly is it? This panel will discuss ESG strategies from several perspectives. Is there real money being put to work? What types of investors are investing with an ESG lens? How does an investor implement an ESG strategy? Does one give up returns? Are investment tradeoffs to be considered? The practical considerations when implementing such a strategy across asset classes. Moderator Skip Coomber, III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office (SFO) Panelist Renato Iregui, Principal, Raire Family Office (SFO) Panelist David Richardson, VP Client Portfolio Manager, SNW Asset Management Team
10:15am	Track A Track B Quality Private Equity and Venture Investing for Family Offices Moderator Tammi Edwards, Director, T Family Office (SFO) Panelist Ben Choi, Managing Director, Legacy Venture Panelist Aman Verjee, COO, 500 Startups Panelist Ali Mahrouyan, Managing Mirector, Coastal Grove Partners Managing Risk to Maximize Investment Returns Risk? What Risk? Risk is more than volatility. Net under the High Wire? Protecting portfolios against volatility. No, Wait, I Can MAKE Trading? Investing in volatility. I Am Carnac the Magnificent? Prognosis for markets, near and longer-term. Volatility Strategies In An Uncertain World Monitoring, Reporting and Risk Management of Alternative Investments – What Is State of the Art? Cyber security and it role in risk and your portfolio Moderator Todd Tweedy, Director, CTC \| myCFO Panelist Chad Naylor, CEO and CIO, Naylor & Company Investments, LLC Panelist Gerald E. Coughlan, Chief Investment Officer, Monashee Capital Partners
11:00am	Networking Refreshment Break Sponsored by: Altegris Investments
11:15am	Non-Correlated Alternative Fund Strategies Is there a new look to alternative assets that are non-correlated or is the party over? What are the assets that investors should consider? Moderator John Daly, Trustee Emeritus, Investment Committee Member, Culinary Institute of America Panelist Aaron Fenn, COO, Broadway Strategic Return Fund
12:00pm	The Shift to Verticals David Schwab, Managing Director, Vertical Venture Partners
12:20pm	Investing in Data Centers Burland B. East III, CFA, Chief Executive Officer, American Assets Capital Advisers (AACA)
12:40pm	Networking Luncheon
2:15pm	100 Things – What’s on your list? Affected by the loss of a close friend, Sebastian Terry started on a personal journey to find happiness. His story and list have not only gone onto change his life, but have accidentally started a global movement of people who all now chase their dreams and help others in acts of kindness. Guaranteed to make you laugh, cry and inspire motivation, the 100 Things keynote is like no other and will re-engage, connect and inspire you to consider this question – ‘What’s on your list? Keynote Speaker Sebastian Terry, Author, “100 Things”
2:45pm	Family Office CIO Roundtable Family Office CIOs and Pension Funds are determined to lower fees paid to GPs. Some of these methods include: increasing direct co-investment, seeding GPs (in exchange for lower fees), pressing for performance hurdles and lower fees. In addition, team-constrained CIOs need the expertise, diligence, relationship capital and deal flow from their GPs. Our panel of CIOs will explore how the LP/GP relationship will evolve over the next decade. Moderator Art Cooper, COO, Cooper Family Office (SFO) Panelist Brandon Rath, Chief Investment Officer, Calamar (SFO) Panelist Carol Pepper, CEO & Founder, Pepper International LLC (MFO) Panelist Dan Martino, Chief Investment Officer, OCEANM19 (SFO)
3:45pm	Impact Investing: Driving Social Purpose Through Measurable Investment Returns Moderator Tami Kesselman, Chief Strategist, Aligned Investing Global Panelist Jennifer Kong, Philanthropic Advisor, Rockefeller Philanthropic Advisors Panelist Katie Kalvoda, Founder & CEO, G3 Ventures Panelist Meaghan Kennedy Townsend, Member, Kennedy Family Office (SFO) Panelist Clarice Avery, CFA, Investment Strategist, Natixis
4:45pm	The Hedge Fund Industry: A transitional time for the industry? Hedge Fund Indexation and Replication How Is the Tide Turning for Hedge Fund Strategies? Human vs. Machine – Could Data Science & Artificial Intelligence Disrupt the Entire Hedge Fund Industry? Insights into the opportunity set in 2018 Merger arbitrage strategies Value-add of a multi-manager platform (wine will be served courtesy of the Coomber Family)Value-add of a multi-manager platform Moderator Skip Coomber, III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office (SFO) Panelist Scott Glickman, CFA, CAIA, Marketing & Investor Relations, FQS Capital Partners L.P. Panelist Roger Barone, Director, CJA Investments, Ltd (SFO)
5:30pm	Networking Cocktail Reception Sponsored by: global X

8:15am	Continental Breakfast
8:15am	Private Closed Session for Family Offices (Family Offices ONLY) Who is your “Wendy Rhoades”? As a High Profile Family Leader/CEO/Executive it can be lonely at the top. Who do you have as a professionally experienced, impartial and trusted advisor that you and your family can rely on to help with your most pressing family challenges, business issues and opportunities? Please join us during this interactive, and thought provoking interview session to learn how having your own Performance Coach/”Wendy Rhoades” can create immeasurable financial and personal returns. Opal is committed to enhancing experiences and interaction for Families and Family Offices and is consequently dedicating an extended session to them.This private, closed-door session is designed exclusively for foundations, family offices, multi-family offices, non-discretionary consultants and accredited high-net worth individuals. Peer-to-peer conversation on key issues for participants, which will depend on interest, and may include: Participants are expected to share experiences, thoughts, concerns, challenges, and solutions in a private peer exchange setting. The session will be a facilitated, interactive, dynamic conversation among the participants. No Managers or Service Providers will be allowed in the session, no exceptions. Facilitators Amy Brodsky, Founding Partner, Sky Partners LLC
9:15am	Welcome Remarks
9:30am	Engaging the Next Gen to be Stewards of the Family Legacy Moderator Rhona Vogel, CEO & Founder, Vogel Consulting (MFO) Panelist Jennifer Kenning, CEO & Co-Founder, Align Impact Panelist David Campbell, Founder & Chairman, All Hands Volunteer Panelist Amy Brodsky, Founding Partner, Sky Partners LLC
10:15am	How to Access the Best Managers via GP-CoInvestments or Direct Investment Structures Moderator Brandon Laughren, Managing Director, Co-Founder and CIO, The Laughren Group (SFO) Panelist Paul Kang, President/CIO, Member of the Investment Committee, AltaCap Panelist Robert Lee, Managing Partner & Principal, SIG Equity Partners, LLC / Harlow Family Office (SFO)
11:00am	When & Why Should You Use Consultants and Advisors in Your Family Office Moderator Linda Mack, President and Founder, Mack International, LLC Panelist Carolyn Weiss, Chief Financial Officer and Treasurer, The New York Community Trust Panelist Ron Diamond, CEO, Diamond Wealth Strategies Panelist David Novitsky, CFA, Director, Investment Advisory Services, CTC \| myCFO
11:45am	Governance and Trusts: Planning for the Next Generation Why governance is important Structures that are utilized to improve governance Best Practices & Recommendations Importance of collaboration by the family’s multi-disciplinary advisory team Common pitfalls Are Family Constitutions Needed & Upholdable? War stories and success stories (especially anecdotes focused on helping a dysfunctional family move forward) Key takeaway – Soft issues will determine success or failure! Panelist William A. Pusey, Jr., Senior Wealth Advisor, Keel Point (MFO) Panelist Susan Schoenfeld, CEO and Founder, Wealth Legacy Advisors LLC Panelist Chris Walters, Managing Director - Western Region, GenSpring Family Offices (MFO)
12:30pm	Conference Concludes

San Jose Convention Center, West San Carlos Street, San Jose, CA, United States

Please contact Joanna at jpuchalski@opalgroup.net for hotel information

All rates exclusive of tax.

Registration Pricing

	Standard Rate
Asset Managers	$2,895
Service Providers	$2,895
End-Investors***	Complimentary*

*** Institutional End-Investors include: organizations that are solely investing on their own behalf in alternatives and do not sell any alternative investment products or services to clients including; sovereign wealth funds, pension funds, endowments, foundations, family offices, private clients and treasury.

*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 3rd 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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Keynote Speakers

100 Things - What's on your list?

Presented by

Sebastian Terry, Author, “100 Things”

Presented by

Dr. Adam Gazzaley, MD, PhD, Founder & Executive Director, Neuroscape; Professor, University of California, San Francisco

The Next Frontier in Family Money: A Better Pairing of Wealth and Life

Presented by

John Christianson, CEO, Highland Private Wealth Management (MFO)

Who Should Attend
Industry Representation
Testimonials

Family Offices
Endowments
Foundations
Consultants
Attorneys
Financial Planners
Accountants
Tax Planners
Estate Planners
Philanthropy Specialists
Family Business Experts
Succession and Generational Wealth Planners
Asset Protection Specialists
Tax Efficient Portfolio Managers
Trust Companies
Hedge Funds
Fund of Funds
Real Estate Managers
Equity Managers
Venture Capitalists
Academics Specializing in Family Businesses
Private Equity
Insurance Companies
Long-Term Care Specialists
Luxury Companies – Private Jets, Automotive, Executive Car Service, etc.

Manager vs. Investor Breakdown

Investor Breakdown

The Opal Family Office conference in NAPA was the place to be. It fostered productive idea and practice exchanges and was the scene of many earnest sharing sessions focusing on how to get it right. Good and useful relationships were forged that will be long lasting and helpful. James S. Rosebush

Founder and CEO, The Wealth & Family Management Group

Opal Family Office events are unparalleled and the second annual Family Office & Private Wealth Management Forum in Napa was no exception. I was honored to be among a prestigious and knowledgeable slate of speakers. The feedback I heard as an advisory board member throughout the conference reflected that quality and the depth of knowledge illustrated in every session. Networking at Opal events not only yields good business relationships, it fosters long-term professional friendships. Lisa Grey

Managing Member, GrayMatter Strategies, LLC

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