Family Office & Private Wealth Management Forum West 2022

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

20 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

Current as of September 22, 2022

7:00am

Exhibit Set-Up

7:00am

Registration/Information Desk Opens

8:20am

Networking Continental Breakfast in Exhibit Hall

9:25am

Opening Remarks

9:30am

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 (MFO)

Panelists

Dr. Kiron Skinner, Taube Professor of International Relations and Politics, School of Public Policy, Pepperdine University

Ann Lee, Advisor, Global Trust Group (MFO)

10:20am

Family Office Structure Challenges: Setting the Stage for Managing a Family Office in Today’s World

Panelists

Carol Pepper, Chief Executive Officer & Founder, Pepper International LLC (MFO)

Thomas J. Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP

Trish Botoff, Managing Principal, Botoff Consulting, LLC

11:20am

Building Next-Generation Immunotherapies and Investor Value

Presented by

Craig Philips, President, Kineta, Inc.

11:40am

Standalone Presentation

Presented by

Matt Law, Vice President, Assure

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

TBA, Altera

James Duffy, Strategic Development, World Gold Council

TBA, Donovan Ventures

Rebecca Fine, Managing Director, Art Finance, Yieldstreet

2:20pm

Driving Returns with Private Equity & Venture Capital

Moderator

Tim Rafalovich, Senior Vice President of Private Equity, Wells Fargo

Panelist

James Spann, Founder, Managing Partner, Boyd Street Ventures

3:00pm

Sustainability and Environmental Preservation Investment Strategies: How Can We Address Climate Change?

Panelists

Aaron Berger, Chair, NEXUS Ambassador on Energy Innovation and Environment

Joley Michaelson, CEO, The Sun Company

3:40pm

Networking Refreshment Break in Exhibit Hall

4:00pm

Investing in Private Credit and Alternative Lending: Where can Investors Find Yield?

Moderator

Biff Pusey, Jr., Member, CrossGrain Family Investments

Panelists

Nelson Chu, Founder & CEO, Percent

TBA, Altriarch Capital Management

Christopher Lay, Co-Founder, Leonid Capital Management

4:50pm

Digital Assets: Investing in the Blockchain and Crypto Markets

Panelist

Zach Resnick, Managing Partner, Unbounded Capital

5:50pm

Networking Cocktail Reception in Exhibit Hall

7:30am

Networking Continental Breakfast in Exhibit Hall

7:30am

Registration Desk & Exhibit Hall Open

7:45am

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 (MFO)

8:55am

Opening Remarks

9:00am

International & Emerging Market Strategies: Where can Investors Find Growth and Stability?

9:40am

Real Estate Investing: Where are the Opportunities?

Moderator

William Lappas, Managing Director, Woodbridge Capital Partners LLC (SFO)

Panelist

Toney Morton, Chief Financial Officer, Redwood Apartment Neighborhoods

10:20am

Investing in Health & The Healthcare Sector

Moderator

Joe McIntosh, Director, McIntosh Management LLC

Panelist

Neeraj Rama, Chief Investment Officer, Research & Development, CBCC | Rising Sun (SFO)

11:00am

Networking Refreshment Break

11:20am

Standalone Presentation

Presented by

TBA, Masterworks

11:40am

Standalone Presentation

12:00pm

Standalone Presentation

Presented by

Jeffrey Verdon, Managing Partner, Jeffrey M. Verdon Law Group, LLP

12:20pm

Networking Luncheon

1:20pm

Tracking the Smart Money: Family Office CIO/CEO Roundtable

Moderator

Michael Pompian, Founder and Chief Investment Officer, Sunpointe Investments (MFO)

Panelists

Ron Diamond, CEO, Diamond Wealth Strategies

Carl Ludwigson, Director of Manager Research, Bel Air Investment Advisors

2:10pm

Managing Portfolio & Investment Risk: What Are You Ignoring?

Moderator

Eric Dansky, Senior Investment Officer, Cooper Family Office (SFO)

3:00pm

Investing in Innovative & Cutting-Edge Companies: Direct, Co-Investments and Funds

Moderator

Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory

3:50pm

Outlook for Cannabis and Hemp Investing + Alternative Health and Wellness

Panelists

Brian Dickerson, CEO, Equine Hemp Solutions

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

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)

Session Facilitator

Iva Kaufman, Founder, Iva Kaufman Associates

9:15am

Opening Remarks

9:20am

Creating an Impact Portfolio: Aligning Business and Values Across Asset Classes

Panelists

Jennifer Kenning, Chief Executive Officer, Align Impact

Diana Ayton-Shenker, CEO & Founder, Global Momenta, Leonardo, Int’l Society of Art

Chadd Evans CFA, CAIA, CEO, Altera

10:00am

Opportunity Zones & Tax Efficient Strategies for the Current Market

Moderator

Skip Coomber, III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office (SFO)

Panelist

Tom Wiese, President of Institutional Solutions, Crown Global

10:40am

Family Governance and The Family Office: Planning for the Next Generation

Moderator

Ron Botoff, Principal Consultant, Botoff Consulting

Pannelist

Susan R. Schoenfeld, Chief Executive Officer, Wealth Legacy Advisors LLC

11:20am

Conference Concludes

12:00pm

Napa Valley Wine Tour and Luncheon Networking Event

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