Family Office & Private Wealth Management Forum West 2020

Napa Valley Marriott Hotel & Spa, Napa, CA
October 21, 2020 - October 23, 2020

199 days left


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.

Opal Group's Family Office Forum Experience

To request our current agenda, participant list and sponsors


Current as of March 20, 2020

1star
Napa Valley Marriott Hotel & Spa
3425 Solano Avenue, Napa, CA, USA


Registration Pricing

Early bird Rate I (expires 6/30/20) Early bird Rate II (expires 8/14/20) Standard Rate
Fund Managers/Service Providers $1,995 $2,295 $2,695
Plan Sponsors, Pension Trustee & Staff, Non-Discretionary Consultants, True End Only Family Offices, Endowments, and Foundations can be verified for complimentary access - - Complimentary*

*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

Human Centered Design in the Age of Artificial Intelligence and Commercial Space

Presented by

Daniel S. Goldin, President, Cold Canyon AI, Former Administrator, NASA

A New Global Agenda: Priorities, Practices, & Pathways

Presented by

Diana Ayton-Shenker, CEO & Founder, Global Momenta, Global Catalyst Senior Fellow, The New School, CEO, Leonardo, the International Society of Arts, Sciences & Technology (ISAST)

Professional Athletes and Family Office Converge to Accelerate Investor Returns and Social Impact

Presented by

Daniel Hughes, Partner/Co-Founder, LOHAS Advisors, Creator, Athletes Influence

Professional Athletes and Family Office Converge to Accelerate Investor Returns and Social Impact

Presented by

Antonio Davis, Former NBA All-Star/Past President of NBAPA (Player's Association), Active Impact Investor and Social Entrepreneur

Professional Athletes and Family Office Converge to Accelerate Investor Returns and Social Impact

Presented by

Sheryl Grant, CEO, Sheryl Grant Enterprises, LLC

Professional Athletes and Family Office Converge to Accelerate Investor Returns and Social Impact

Presented by

Devean George, Former NBA, 3X NBA Champion Los Angeles Lakers, CEO, George Group North and Building Blocks

Professional Athletes and Family Office Converge to Accelerate Investor Returns and Social Impact

Presented by

Brent Wright, Former Professional Basketball, 9-time European Champion, Founder, B Wright Leadership Academy

Breaking Genius to Create the Future You Deserve

Presented by

John Krubski, Founding Director, Institute for Applied Decisional Sciences

  • 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

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