Postponed: Family Office & Private Wealth Management Forum West 2020
Napa Valley Marriott Hotel & Spa, Napa, CA
October 21, 2020 - October 23, 2020
Postponed due to COVID-19
- - -
With the changing landscape among numerous industries due to COVID-19, the need to meet is more relevant than ever. Each Opal agenda contains a comprehensive list of seasoned speakers and leaders who are closely watching the impact of COVID-19 and its relation to industry trends. Opal is eager to keep education and networking a priority amongst this community.
At Opal, we understand that the current environment makes the prospect of travel complex. However, the desire to meet and engage with your industry peers hasn't diminished.
We are hoping to make your decision to attend the upcoming event an effortless one. We are proud to announce that the upcoming event will check all the boxes and be presented as a Hybrid event, to include both a "live" in-person event alongside a "virtual" online component. Over the next few months, we will all undoubtedly learn more about the course of the COVID-19 pandemic, and should circumstances require; the event will run solely virtual.
We hope to see you in person, but understand that may not be realistic for all of our clients. We are ready to welcome you in whatever manner it may be.
Information updates will be sent promptly should any details of the event change.
- - - - -
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
| 5:00pm |
Official Welcome Reception |
| 7:00am |
Exhibit Set-Up / Registration/Information Desk Opens |
| 8:00am |
Networking Continental Breakfast in Exhibit Hall |
| 8:45am |
Opening Remarks |
| 9:00am |
Keynote Panel Discussion
A Global Macroeconomic and Geopolitical Outlook: State of the Global Economy and International Affairs |
| 10:00am |
Family Office Structure Challenges: Setting the Stage for Managing a Family Office in Today’s World
Panelist
Muhammad Akram, Founder, Akram & Associates |
| 11:00am |
Networking Refreshment Break in Exhibit Hall |
| 11:20am |
Standalone |
| 11:40am |
Standalone |
| 12:20pm |
Standalone |
| 12:40pm |
Networking Luncheon |
| 1:45pm | |
| 2:30pm | |
| 3:15pm | |
| 4:00pm |
Keynote Panel Discussion |
| 4:45pm |
Keynote Panel Discussion
Professional Athlete and Family Office Unite to Accelerate Business Ventures, Investor Returns, and Impact
Moderator
Daniel Hughes, Founder/Co-creator of Athletes Influence, Partner, LOHAS Advisors |
| 5:30pm |
Networking Cocktail Reception in Exhibit Hall |
| 7:15am |
Networking Continental Breakfast in Exhibit Hall |
| 7:15am |
Registration/Information Desk Opens |
| 7:15am |
Private Closed Session for Family Offices – (Family Offices ONLY) |
| 8:30am |
Opening Remarks |
| 8:40am | |
| 9:40am |
TBA, CIM Group
Moderator
Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory
Panelist
Elizabeth Edwards, General Partner, H Venture Partners |
| 10:40am |
Networking Refreshment Break |
| 11:00am |
Panelist
TBA, Duane Morris LLP |
| 12:00pm |
Standalone |
| 12:20pm |
Standalone |
| 12:40pm |
Standalone |
| 1:00pm |
Networking Luncheon |
| 2:00pm |
Tracking the Smart Money: Family Office CIO/CEO Roundtable |
| 2:45pm |
Analyzing Direct Deal Pipelines vs. Co-Investments vs. Commingled Funds |
| 3:30pm |
Investing in Cutting Edge Technologies: Direct and Co-Investment Investment
Panelist
Carlos Ochoa, General Partner, AI8 Ventures |
| 4:14pm |
Keynote Panel Discussion |
| 5:00pm |
Keynote Presentation |
| 5:30pm |
Networking Cocktail Reception in Exhibit Hall |
| 7:30am |
Continental Breakfast |
| 7:30am |
Private Closed Session for Family Offices – (Family Offices ONLY) |
| 8:45am |
Welcome Remarks |
| 9:00am |
What is in the Secret Sauce? Sourcing Opportunities & Due Diligence in Today’s Market |
| 9:45am |
Standalone |
| 10:05am |
Standalone |
| 10:25am |
Keynote Presentation Jeff Lanza, Retired FBI Agent, The Lanza Group |
| 10:45am |
Portfolio Risk: What Are You Ignoring? |
| 11:30am |
Family Governance and The Single Family Office: Planning for the Next Generation
Panelist
Susan R. Schoenfeld, JD, LL.M. Tax, CPA, MBA, CEO/ Founder, Wealth Legacy Advisors LLC |
| 12:30pm |
Conference Concludes |
| 1:00pm |
Napa Valley Wine Tour and Luncheon Networking Event |
Registration Pricing
| Early bird Rate II (expires 8/14/20) | Standard Rate | |
|---|---|---|
| Fund Managers/Service Providers | $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.
- 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
