Family Office & Private Wealth Management Forum West 2018
Napa Valley Marriott Hotel & Spa, Napa, CA
October 24, 2018 - October 26, 2018
Come and join Opal Financial 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.
To request our current agenda, participant list and sponsors
Current as of
| 6:00pm |
Official Welcome Reception Join us to kick off this year’s event with fellow industry professionals for refreshments and hors d’oeuvres. |
| 8:00am |
Exhibit Set-Up / Registration / Information Desk Opens All confirmed pre-registered delegates must approach the Registration Desk to check in and pick up conference badges. Business Cards are required to retrieve badges. |
| 8:00am |
Hospitality Lounge Open Sponsored by: |
| 8:30am |
Networking Continental Breakfast in Exhibit Hall Sponsored by: |
| 9:00am |
Opening Remarks |
| 9:15am |
The Modern Day Family Office: How to Properly Structure & Select Resources That Fit Your Family’s Needs
Moderator
Biff Pusey, Senior Wealth Advisor & Portfolio Manager, Keel Point (MFO)
Panelists
Thomas Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP Joseph Ehrlich, Executive Vice President, Owens Group Rhona Vogel, CEO & Founder, Vogel Consulting (MFO) Kristin Anderson, SPHR, Director, Human Capital Services, TriNet |
| 10:15am |
Social Investing: Building Systems that Attract Investors
Moderator
Abigail Laufer, CEO, Ferguson Family Office (SFO)
Panelists
Douglas Evans, Senior Managing Director, Abbot Downing (MFO) Craig Philips, President, Kineta |
| 11:00am |
Networking Refreshment Break in Exhibit Hall Sponsored by: |
| 11:20am |
Navigating the World of Rising Rates Nick Maroutsos, Co-Head of Global Bonds, Janus Henderson Investors |
| 11:40am |
Single-Family Rental: A Real Estate Strategy Coming of Age T. Michael Johnson, Senior Managing Director, Pretium Partners |
| 12:00pm |
Historical Guide to Missing the Next Downturn Jeffrey Bronchick, CFA, Principal, Portfolio Manager, Cove Street Capital |
| 12:20pm |
Investing in Cannabis Through the Private Markets Matthew Osborne, CIO, Artivest |
| 12:40pm |
Keynote Presentation Cyber Security Risks and Leadership Abstract: An examination of ongoing and emerging threats in the Cyber Security Threat Landscape and the role leadership will play in strengthening an enterprise to ensure cyber resiliency as espoused by the leader of the FBI’s Silicon Valley cyber security branch. The discussion will be supported by current trend and case examination. Additionally, guidelines and principles of leadership in the realm of information security will be proffered for consumption and use.
M.K. Palmore, CISM, CISSP, Assistant Special Agent in Charge, Federal Bureau of Investigation |
| 1:10pm |
Networking Luncheon Sponsored by: |
| 2:30pm |
With the infrastructure debt market becoming increasingly competitive and with the arrange of new market participants entering the asset class in response to low yields on offers, from traditional fixed income investments. We will explore some of the increasing focus on the real estate debt market and direct lending components of this asset class. The middle-market direct lending space has become increasingly competitive with large volumes of capital raised by new and existing market participants entering the asset class, across both Fund and SMA structures, making the ability to deploy capital a vital component of a Fund’s strategy.
Moderator
Don Shannon, Director, StepStone Group
Panelists
Garret Bjorkman, VP of Portfolio Oversight, CIM Group Jeremy Todd, Head of Capital Markets, Prime Meridian Capital Management, LLC Mark Hanf, President and CEO, Pacific Private Money Inc.
Moderator
Mark Perry, Managing Director, Wilshire Consulting
Panelists
John Dudzik, Managing Director, Octagon Credit Investors, LLC in Partnership with XA Investments John Daly, Investment Committee Member, Trustee Emeritas, Culinary Institute of America Jon Trauben, Partner, Altitude Investment Management, LLC |
| 3:30pm |
We will address crucial topics such as factors in determining the allocation to PE/VC, how to select fund managers, trends and terms, the role of co-investments/rights and family office participation, the competitive environment, pockets of incredible opportunity, the industry prognosis for 2018 and beyond and end with best-in-class PE/VC strategies.
Moderator
Tim Rafalovich, Senior Vice President, Wells Fargo, Alternative Equity Investor
Panelists
Scott C. Smith, Partner, Hanson Bridgett LLP Austin Walne, Partner, ARTIS Ventures Jim Byrd, Chairman & CEO, Legion Capital Corporation Elizabeth Edwards, General Partner, H Venture Partners
Moderator
Phillip Vitale, Chief Investment Officer, Filament Advisors, LLC (MFO)
Panelists
Scott Glickman, CFA, CAIA, Director, FQS Capital Partners L.P. Kevin McNally, Portfolio Manager, Clough Capital Partners John Molesphini, Global Head of Strategic Engagement, eVestment Neeraj Rama, Chief Investment Officer, Research & Development, CBCC | Rising Sun (SFO) |
| 4:30pm |
Moderator
Nathan McDonald, Managing Partner and CEO, Keiretsu Capital
Panelists
Caitlin Cameron,Chair and CEO, OtoNexus Medical Technologies Inc Randy Williams, Founder & CEO, Keiretsu Forum Oded Malky, CEO, SHM Controls Inc Lawrence Griffith, Chief Digital Officer, TouchJet
Moderator
Michael Wagner, Director of Fixed Income, Tolleson Wealth Management (MFO)
Panelists
Samir Shah, President and CIO, MBS Mantra, LLC Matthew Peron, Chief Investment Officer, Senior Managing Director, City National Bank |
| 5:15pm |
Networking Cocktail Reception in Exhibit Hall Join us and unwind with fellow industry professionals for refreshments during our last networking break of the day. Sponsored by: Wine Sponsor: |
| 6:15pm |
Keiretsu Capital’s Innovation Showcase Scotch Pitch |
| 7:30am |
Networking Continental Breakfast in Exhibit Hall Sponsored by: |
| 7:30am |
Registration/Information Desk Opens All confirmed pre-registered delegates must approach the Registration Desk to check in and pick up conference badges. Business Cards are required to retrieve badges. |
| 7:30am |
Hospitality Lounge Open Sponsored by: |
| 7:30am |
Private Closed Session for Family Offices (Family Offices ONLY) TOPIC 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
Biff Pusey, Senior Wealth Advisor & Portfolio Manager, Keel Point (MFO) |
| 8:30am |
Opening Remarks |
| 8:40am |
Generating and Monetizing Tax Incentives through Historic Preservation and Rehabilitation Gordon Short, Managing Director, GBX Group LLC |
| 9:00am |
Moderator
William Lappas, Managing Director, Woodbridge Capital Partners LLC (SFO)
Panelists
Jameson Haslam, Partner, Peg Capital Partners Mike Hubbell, Managing Member, Portland Development Group Investments Adrian Goldstein, Principal & Founder, CGI Strategies W. Michael Bennett, Senior Managing Director, Cadence Capital Partners Tim Blair, Partner, Shannon Waltchack, LLC The Cannabis Industry is experiencing an explosion; domestically, globally, culturally, financially, and therapeutically. Join this diverse and knowledgeable panel to gain insights into investment opportunities, risk mitigation, and future expectations.
Moderator
Sherri Haskell, Founder, CEO, CannaAngels LLC
Panelists
Tegan Adams, CEO, New Maple Holdings Michael D. Schwamm, Partner, Duane Morris LLP Travis Howard, CEO, Shift Cannabis Nic Easley, CEO & Managing Director, Multiverse Capital, LLC Christopher Henderson, CIO, Myrtlewood Capital (SFO) |
| 10:15am |
Moderator
Grant Puleo, Partner, Duane Morris LLP
Panelists
Michael Williams, Director, Sixty West, LLC Sasha Bernier, Senior VP/Investment Committee, Cheltenham Investments (SFO) Paul Krsek, Managing Member, 5T Wealth, LLC (MFO) Michael Green, CEO, Virtu Investments
Moderator
Brian Sewel, CIO, Rockwell Capital, a family office (SFO)
Panelists
Haydar Haba, Managing Partner, Andra Capital Jason Toussaint, Managing Director Asia Pacific, Emergent Technology Holdings |
| 11:00am |
Networking Refreshment Break Sponsored by: |
| 11:20am |
Moderator
Tami Kesselman, Founder & Chief Strategist, Aligned Investing Global
Panelists
Christa Maxwell, CFA, CIPM, Director of Business Development, Kennedy Capital Management, Inc. Carolyn Weiss, CFO & Treasurer, New York Community Trust Jim Huston, Managing Director, Portland Seed Fund Shawn Quinn, Vice President, Wilshire Private Markets
Moderator
Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO)
Panelists
George Clayton, Managing Partner, Cryptanalysis Capital LLC Peter Marshall, Founder & CEO, Walden Bridge Capital Brice Wilson, Chief Operating Officer, XBTO Group William Uicker, Chief Strategy Officer, Stonegate Digital Capital Group and Blockchain Financial Group |
| 12:20pm |
Getting a safe return in Real Estate in 2019 using debt funds. Jonathan Lewis, Managing Partner, JLJ Capital |
| 12:40pm |
Socially Responsible Portfolios: Do Your Investments Align with Your Values? Rahul Agrawal, Chief Investment Officer, Equities, Advisor Partners |
| 1:00pm |
Networking Luncheon Sponsored by: |
| 2:30pm |
Keynote Presentation Demystifying Cybersecurity for the Wealth Management Community Todd Barnum, Chief Information Security Officer, GoPro, Inc. |
| 3:00pm |
Tracking the Smart Money: Family Office CIO Roundtable: This panel will be a discussion of USA/Domestic family office CIOs looking at where they think the smart money is being invested and the strategies they see being the best fits for investors in not only today’s markets but also moving forward. We will go over the areas of how to access deal flow in the USA and what the perils, pitfalls and opportunities are for family offices.
Moderator
Brian Smiga, Partner, Alpha Venture Partners/Pritzker Group Venture Capital
Panelists
Carol Pepper, CEO & Founder, Pepper International LLC (MFO) Michael Pompian, Founder and CIO, Sunpointe Investments (MFO) Sandip Bhagat, Chief Investment Officer, Whittier Trust Company (MFO) David Robb, Managing Director, Frontier Group (SFO) |
| 4:00pm |
Portfolio Harmony: Balancing Your Asset Allocation and Portfolio Construction While Managing Risk to Maximize Investment Returns
Moderator
Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO)
Panelists
Keith Seibert, Managing Director, Hedge Funds and Public Markets, CM Capital Advisors, LLC (SFO) Michael Schulman, Managing Director, Senior Portfolio Manager, Hollencrest Capital Management (MFO) Michael Wu, Investment Strategist, Vice President, GenSpring SunTrust Private Wealth (MFO) |
| 5:00pm |
Keynote Presentation China’s Tale of Two Currencies Kyle Bass, Managing Partner, Hayman Capital Management, LP |
| 5:30pm |
Keynote Presentation Dismantling the Doomsday Machine Dr. Daniel Ellsberg, Author, The Doomsday Machine: Confessions of a Nuclear War Planner and The Pentagon Papers: The Secret History of the Vietnam War |
| 6:15pm |
Networking Cocktail Reception in Exhibit Hall Join us and unwind with fellow industry professionals for refreshments during our last networking break of the day. Sponsored by: Wine Sponsor: |
| 7:30am |
Continental Breakfast Sponsored by: |
| 7:30am |
Hospitality Lounge Open Sponsored by: |
| 7:30am |
Private Closed Session for Family Offices (Family Offices ONLY) 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. TOPIC 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
Brian Smiga, Partner, Alpha Venture Partners/Pritzker Group Venture Capital |
| 8:45am |
Welcome Remarks |
| 9:00am |
North Bay Community Resilience Initiative: The path to resilience and sustainability Matt Renner, Development & Strategic Partnerships Director, Clean Coalition |
| 9:20am |
Exploring Qualified Opportunity Zones Derek Uldricks, President, Virtua Capital Management, LLC |
| 9:40am |
Profits in Real Estate Development Nick Nicolaas, President & CEO, Voorthuizen Village and Farm |
| 10:00am |
How Can Families Access the Best Direct Deal Flow via GP/Co-investments or Family Office Consortiums?
Moderator
Ron Diamond, CEO, Diamond Wealth Strategies
Panelists
Christopher Nolte, President, Marcus Investments (SFO) Robert Lee, Principal, The Beverly Park Group (MFO) David Morse, Managing Director and Global Co-Head of Private Equity Co-Investments, Neuberger Berman Mac LaFollette, Founder, The GC Companies |
| 11:00am |
Engaging the Next Gen to be Stewards of the Family Legacy
Moderator
Skip Coomber, III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office (SFO)
Panelists
Shawn Castellanos, Senior Vice President, Mission Advancement, American Heart Association Alex Suarez, Chairman, Family Office Partners, Inc. (MFO) Chelann Gienger, Next Gen Entrepreneur, Podcast host, Author |
| 11:45am |
Governance and Trusts: Planning for the Next Generation
Moderator
Linda Mack, President and Founder, Mack International, LLC
Panelists
Susan R. Schoenfeld, CEO and Founder, Wealth Legacy Advisors LLC Thomas Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP Chris Walters, Principal, Lighthouse Advisory |
| 12:30pm |
Closing Remarks |
| 1:00pm |
Napa Valley Wine Tour and Luncheon Networking Event at Sponsored by: |
| Rooms | Rates |
|---|---|
| Single | SOLD OUT |
| Double/Double | SOLD OUT |
Recommended alternative hotels are below:
Hilton Garden Inn Napa
3585 Solano Ave, Napa, CA 94558
– – –
Embassy Suites by Hilton Napa Valley
1075 California Blvd, Napa, CA 94559
– – –
Hotel Indigo Napa Valley
4195 Solano Ave, Napa, CA 94558
– – –
Andaz Napa-a concept by Hyatt
1450 1st St, Napa, CA 94559
Registration Pricing
|
Earlybird Rate I (expires July 31) |
Earlybird Rate II (expires Sept 15) |
Standard Rate | |
|---|---|---|---|
| Managers and Service Providers | $2,495 | $2,695 | $2,895 |
| End Investors* | ---- | ---- | Complimentary* |
*Subject to Opal Group’s verification and approval. End-Investors include: Pension/Union Trustee, Administrator, Director or Officer/ Non-Discretionary Consultants, pure LP allocating family offices (not fund raising). All investors must be LP allocators.
- 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
- Venture Capitalists
