Postponed: Family Office & Private Wealth Management Forum West 2020

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

28 days left

Postponed due to COVID-19

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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.

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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 August 7, 2020

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
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

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


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.

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