Family Office & Private Wealth Management Forum West 2022

Napa Valley Marriott Hotel & Spa, Napa, CA
October 19, 2022 - October 21, 2022

149 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 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

Napa Valley Marriott Hotel & Spa
3425 Solano Avenue Napa, CA 94558" data-x="" data-y="">
4star
Napa Valley Marriott Hotel & Spa
3425 Solano Avenue Napa, CA 94558


• Rooms are available only to those participants who are registered conference attendees.
• Rooms will not be guaranteed without a credit card.
• Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
• The name on the form will be the name of the guest room.


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.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net
  • 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