Family Office & Private Wealth Management Forum West 2021
Napa Valley Marriott Hotel & Spa, Napa, CA
October 20, 2021 - October 22, 2021
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 October 12, 2021
| 7:00am |
Exhibit Set-Up |
| 7:00am |
Registration / Information Desk Opens |
| 8:20am |
Networking Continental Breakfast Sponsored by: Lindblad Expeditions |
| 9:25am |
Opening Remarks |
| 9:30am |
A Global Macroeconomic and Geopolitical Outlook: State of the Global Economy and International Affairs
Moderator
James Rosebush, Chief Executive Officer, Intersection Impact Fund/The Wealth and Family Office Management Group (SFO)
Panelists
Stacey Dion, Managing Director & Global Head of Government Affairs, The Carlyle Group Sandip Bhagat, Chief Investment Officer, Whittier Trust Company (MFO) Chris Campbell, Chief Strategist, Kroll Paul Kang, President/CIO, Member of the Investment Committee, AltaCap (SFO) |
| 10:20am |
Family Office Structure Challenges: Setting the Stage for Managing a Family Office in Today’s World
Moderator
Skip Coomber, III, President, Coomber Family Estates (SFO) / Dragon Trust
Panelists
Thomas J. Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP Carol Pepper, Chief Executive Officer & Founder, Pepper International LLC (MFO) Thomas Wiese, President of Institutional Solutions, Crown Global Insurance Group LLC |
| 11:20am |
Diversifying & Outperforming in the Pandemic with Tax Advantaged Private Equity – Invest Where America Eats! Brian Buehler, President, Triton Pacific Securities, LLC |
| 11:40am |
Explore Further with Lindblad Expeditions Jeremy Lindblad, Global Business Development Director, Lindblad Expeditions |
| 12:00pm |
Networking Luncheon |
| 1:20pm |
Non-Correlated/Niche Alternative Fund Strategies and Sectors that Help with Diversification Efforts
Moderator
Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO)
Panelists
Anthony J. Annino, Chief Executive Officer, RiverRock Funds, LLC Matt Schachman, Partner, Cold Bore Capital Dean Rubino, Managing Partner, Kelly Park Capital |
| 2:20pm |
International & Emerging Market Strategies: Where Should You Be Looking and What to be on the Lookout for in the Future?
Moderator
Ronen Schwartzman, Chief Investment Officer, Cooper Family Office
Panelists
Sasha Bernier, Senior Vice President/Investment Committee, Cheltenham Investments (SFO) David Mullings, Founder & CEO, Blue Mahoe Capital Partners |
| 3:00pm |
Sustainability and Environmental Preservation Investment Strategies
Moderator
Tami Kesselman, Founder & Chief Solutions Strategist, Aligned Investing Global
Panelists
Diana Ayton-Shenker, CEO, Leonardo; CEO & Founder, Global Momenta; Professor, ASU College of Global Futures Lina Constantinovici, Founder, Innovation 4.4 Jim Hurd, Director, Hurd Family Office / Green Science Exchange |
| 3:40pm |
Networking Refreshment Break Sponsored by: Triton Pacific Securities, LLC |
| 4:00pm |
Investing in Private Credit and Alternative Lending: Where can Investors Find Yield?
Moderator
Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO)
Panelists
Zack Ellison, Managing General Partner, Applied Real Intelligence LLC Stephen Chang, Managing Partner / Chief Investment Officer, Acrewood Private Holdings (SFO) / LBCW Private Holdings (SFO) Mark Simmer, Partner, Clear Haven Capital Management, LLC |
| 4:40pm |
Digital Assets: Investing in the Blockchain and Crypto Currencies
Moderator
Christina Martin, Principal, Marina View Capital (SFO)
Panelists
Chris Dessi, Chief Revenue Officer, Diamond Standard and Co. Simon Littlewood, Director, Li Family Office (SFO) Robert Levin, Managing Director, Emerging Star Capital, LLC Kevin Hall, CRO, Etana Custody Jamie Elder, Partner, Saracen Digital Asset Management |
| 5:40pm |
Networking Cocktail Reception |
| 7:30am |
Networking Continental Breakfast Sponsored by: EMQQ & FMQQ |
| 7:30am |
Registration Desk & Exhibit Hall Open |
| 7:30am |
Private Closed Session for Family Offices (Family Offices ONLY)
Facilitator
James Rosebush, Chief Executive Officer, Intersection Impact Fund/The Wealth and Family Office Management Group (SFO) |
| 8:40am |
Opening Remarks |
| 8:40am |
Driving Returns with Private Equity & Venture Capital
Moderator
Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory
Panelists
Elizabeth Edwards, Managing Partner, H Venture Partners David Robb, Managing Director, Frontier Group (SFO) Tracy Deforge, CEO and Founder, The Players' Impact Barry O’Brien, Head of Strategic Investments & Family Office Practice, SVB Capital |
| 9:20am |
Real Estate Investing: Building, Balancing and Adjusting Your Portfolio for Long-Term Driven Returns
Moderator
William Lappas, Managing Director, Woodbridge Capital Partners LLC (SFO)
Panelists
Tom Casper, Managing Director of Investor Relations, Pintar Investment Company, LLC Paul Rabinovitch, Principal of Real Estate, New Island Capital (SFO) Robert Lee, Principal, The Beverly Park Group (SFO) Barrett Sigmund, President, RISE Properties Trust |
| 10:00am |
Investing in Health & The Healthcare Sector
Moderator
Joe McIntosh, Executive Director, TCC Foundation
Panelists
David Hendren, Senior Advisor and Special Partner, Novastone Capital Advisors (SFO) Tiffany Mullen, CEO & Founder, Vytal Health Craig Philips, President, Kineta, Inc. Neeraj Rama, Chief Investment Officer, Research & Development, CBCC | Rising Sun (SFO) |
| 10:40am |
Networking Refreshment Break Sponsored by: CIM Group |
| 11:00am |
Is It Different This Time, Inflation and Interest Rates Jeffrey Grant, Managing Director, Head of Private Wealth Partners, CIM Group |
| 11:20am |
ESG Real Estate Alan Solon, Chairman and CEO, EcoVest Capital, Inc. |
| 11:40am |
Networking Luncheon |
| 1:20pm |
Tracking the Smart Money: Family Office CIO/CEO Roundtable
Moderator
Sandip Bhagat, Chief Investment Officer, Whittier Trust Company (MFO)
Panelists
Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO) Carol Schleif CFA, FSA, Deputy Chief Investment Officer, BMO Family Office (MFO) Dan Farrell, Chairman & Chief Executive Officer, Privos Capital (MFO) |
| 2:10pm |
Portfolio & Investment Risk: What Are You Ignoring?
Moderator
Michael Wagner, Director of Fixed Income, Tolleson Wealth Management (MFO)
Panelists
Carolyn Weiss, Chief Financial Officer & Treasurer, New York Community Trust Stephen Colavito, Jr., Managing Director Chief Market Strategist, Lakeview Capital Partners Rian Akey, Partner, Global Head of Operational Risk Solutions and Analytics, Aon Christopher Cutler, CFA, Founder, Manager Analysis Services |
| 3:00pm |
Investing in Innovative & Cutting Edge Technologies: Direct, Co-Investment and Funds
Moderator
Allen Latta, Managing Director, Campton Private Equity Advisors
Panelists
Ira Perlmuter, Founder/Managing Director, IJP Family Partners Mike Mitchell, CFA, CAIA, Managing Director, ShareNett Joseph Grandate, CEO, Allio Samira Salman, Chief Operating Officer, Heathside Ventures (SFO) Jennifer Friel Goldstein, Managing Partner, Life Science and Healthcare, SVB Capital |
| 3:50pm |
Capturing the Growth in Emerging Markets: The Next Frontier Kevin T. Carter, Founder & Chief Investment Officer, EMQQ & FMQQ |
| 4:30pm |
Keynote Panel: Capital UNTAPPED! – How Professional Athletes are using their Innovation, Investing and INFLUENCE Capital to drive Impact and Business Ventures, and How the Family Office investor community can partner to elevate their projects and Return on Investments
Moderator
Daniel Hughes, Founder/Co-creator of Athletes Influence, Partner, LOHAS Advisors
Panelists
Ricky Watters, NFL Super Bowl Champion, 49ers, 5X All Pro, Founder of Impact Wellness Daniel Puder, MMA Champion/Founder of My Life/My Power and Transformational Tech Academy Sheryl Grant, Ms. Olympia Fitness, Founder, Sheryl Grant International Donte Whitner, 11 year NFL, 3X Pro Bowl Free Safety, NFL Analyst, Investor Kirkland Hills Capital LeRon McCoy, NFL, Real Estate Development/Vice Capital |
| 5:20pm |
Networking Cocktail Reception |
| 8:00am |
Registration & Exhibit Hall Open |
| 8:00am |
Continental Breakfast |
| 8:00am |
Private Closed Session for Family Offices (Family Offices ONLY)
Facilitator
Susan R. Schoenfeld, JD, LL.M. Tax, CPA, MBA, CEO/ Founder, Wealth Legacy Advisors LLC |
| 9:15am |
Opening Remarks |
| 9:20am |
Creating an Impact Portfolio: Aligning Business and Values Across Asset Classes
Moderator
Carol Schleif CFA, FSA, Deputy Chief Investment Officer, BMO Family Office (MFO)
Panelists
Scott Schaefer, Senior Investment Officer, Office of Investment and Innovation | SBA Guy Hopgood, Director, bfinance US Tami Kesselman, Founder & Chief Solutions Strategist, Aligned Investing Global Rick Davis, Managing Partner, LOHAS Advisors |
| 10:00am |
Tax Efficient Strategies for the Current Market
Moderator
Brad Updike, Director, Mick Law P.C.
Panelists
Alan Solon, Chairman & CEO, EcoVest Capital Thomas J. Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP Jay Frank, President, Cantor Fitzgerald Capital Matthew Iak, Executive Vice President, U.S. Energy Development Corporation |
| 10:50am |
Networking Break |
| 11:10am |
Family Governance and The Family Office: Planning for the Next Generation
Moderator
James Rosebush, Chief Executive Officer, Intersection Impact Fund/The Wealth and Family Office Management Group (SFO)
Panelists
Susan R. Schoenfeld, JD, LL.M. Tax, CPA, MBA, CEO/ Founder, Wealth Legacy Advisors LLC Leslie Pine, Managing Partner, The Philanthropic Initiative (TPI) |
| 11:50am |
Conference Concludes |
| 1:00pm |
Napa Valley Wine Tour and Luncheon Networking Event William Hill Estate Winery Shuttle Bus Service Provided from Hotel to Vineyard and Back to the Hotel |
3425 Solano Avenue Napa, CA 94558" data-x="" data-y="">
3425 Solano Avenue Napa, CA 94558 707.253.8600
| Room | Rates |
|---|---|
| Single | $299 |
| Double/Double | $299 |
NO-SHOW POLICY:
If a guest does not check-in on the reserved check-in date (and has not notified the hotel of any changes), the room will be subject to release. If the room is released, deposits will not be returned and guest credit card will be charged for the entire stay.
Registration Pricing
| Standard Rate | |
|---|---|
| Fund Managers/Service Providers | $2,895 |
| 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
