Family Office & Private Wealth Management Forum West 2023

Napa Valley Marriott Hotel & Spa, Napa, CA
October 18, 2023 - October 20, 2023

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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

Current as of October 16, 2023

8:00 am

Exhibit Set-Up

8:30 am

Registration Desk Opens & Exhibit Hall Opens

8:30 am

Networking Continental Breakfast in Exhibit Hall

9:35 am

Opening Remarks

Presented by

Dan Meador, Head of Production, Opal Group

9:45 am

KEYNOTE DISCUSSION: A Global Macroeconomic and Geopolitical Outlook: State of the Global Economy and International Affairs

Moderator

Paul Kang, CIO, Alta Companies

Panelists

Ann Lee, Advisor, Global Trust Group (MFO)

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

10:45 am

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

Moderator

Heather Kline, CTFA, Partner, Moneta

Panelists

Marina Margarucci, CPA, Partner, Marcum

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

11:40 am

Man vs. Machine: How AI Is Reshaping The Investment Landscape

Presented by

John Bailey, Founder & CEO, Lumenai Investments

12:00 pm

Opportunistic Alternative, Non-Correlated and Niche Strategies for Diversification in Uncertain Market Environments

Moderator

Howard Cooper, Chief Executive Officer, Cooper Family Office

Panelists

Elle Williams, Director of Business Development, Vint

Ajoy Sharma, Partner, Solyco Capital

Robert Steele, CEO, Thumzup

12:50 pm

Networking Luncheon

2:10 pm

Capturing Opportunities in Private Credit & Alternative Debt Strategies

Moderator

Mary D'Souza, CIO, Misha Investments

Panelists

Drew Weinstein, Vice President, Parkview Financial

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

Kevin Price, CIO, Southern Oak Capital

2:50 pm

Real Estate Investing: Building, Balancing & Adjusting Your Portfolio

Moderator

Joe McIntosh, Director, McIntosh Management LLC

Panelists

Peng (Carnegie) Zhang, Director, Aurumverse Investment

Ben Benditson, VP of Capital Markets, Cedar Creek Capital

Billy Fox, Senior Vice President, MLG Capital

Chase Chehade, Senior Vice President, Paramount Group

Edward Hewson, Principal, CP Capital US

3:50 pm

KEYNOTE DISCUSSION: Diversity, Equity, and Inclusion within Investment Management & Financial Services

Moderator

Tami Kesselman, Impact Strategist & Executive Coach, Next Gen Success LLC

Panelists

Valerie Red-Horse Mohl, President & Co-Founder, Known

David Grasso, CEO, Bold TV

Azin Radsan van Alebeek, Co-Founder & General Partner, Emmeline Ventures

Andrew Behar, Chief Executive Officer, As You Sow

4:40 pm

Networking Reception

 

Sponsored by: Solyco Capital

8:00 am

Continental Breakfast

8:00 am

Registration Desk & Exhibit Hall Open

8:00 am

Private Closed Session for Family Offices (Family Offices ONLY)

Facilitator

Anne B. Johnston, Founder & Managing Director, Created Wealth Advisory

9:20 am

Opening Remarks & Morning Keynote Address

Speaker

Fiona Ma, CPA, California State Treasurer, State Treasurer's Office

9:30 am

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

Moderator

Tami Kesselman, Impact Strategist & Executive Coach, Next Gen Success LLC

Panelists

Jim Hurd, Director, Green Science Exchange / Hurd Family Office

Kaitlin Archambault, CEO, Open Future Coalition

Mandira Reddy, Director, Capricorn Investment Group

10:10 am

Driving Growth with Private Equity and Venture Capital: Deal Structures + Opportunities

Moderator

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

Panelists

David B. Tom, Co-President, VCFA Group

Mary D'Souza, CIO, Misha Investments

Suman Talukdar, Founder, AiSprouts VC

10:50 am

Networking Refreshment Break

 

Sponsored by: Lumenai Investments

11:20 am

How To Enter The Public Market And Build A Best In Class Biotech Company

Presented by

Craig Philips, President, Kineta

11:40 am

Reimagining, Repositioning and Revitalizing Retail to Produce Outsized Risk Adjusted Returns

Presented by

Tim Kolterman, CIO, Rockstep Capital

12:00 pm

Bridging Value and Growth: Finding intrinsic value where traditional tools fail

Presented by

Bill Mitchell, Partner, Strategy Capital

12:20 pm

Unleashing Innovation: The Art of Creative Private Equity

Presented by

Sara Blackmer, Senior Partner, Solyco Capital

12:40 pm

Democratizing the $200B Social Media Marketing Industry

Presented by

Robert Steele, CEO, Thumzup

1:00 pm

Networking Luncheon

2:10 pm

Tracking the Smart Money: Family Office CIO/CEO Roundtable

Moderator

Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO)

Panelists

Alex Bates, Director of Investments, St Louis Trust & Family Office

Guadalupe Rodriguez, CIO, Talipot Holding

3:10 pm

Investing in A.I. & A.R. – What Does the Future Hold For Web 3.0?

Moderator

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

Panelists

Paul Travers, President and Chief Executive Officer, Vuzix Corp

Suman Talukdar, Founder, AiSprouts VC

Nalin Mittal, Product Manager Google Cloud Web3, Google

3:50 pm

Investing in Life Sciences and the HealthCare Sector: Where are the Opportunities?

Moderator

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

Panelists

Neeraj Rama, Chief Investment Officer Research & Development, CBCC Patel Family Office (SFO)

Anna Chukaeva, Principal, Alta Companies

Fiona Ma, CPA, California State Treasurer, State Treasurer's Office

4:30 pm

KEYNOTE PANEL: Bay Area Athletes Influence Impact Real Estate, Venture Funds and the Intersection of Sports/Tech and Entertainment

Moderator

Sheryl Grant, Former Ms. Olympia Fitness, Health, Wellness and Aging Redefined Influencer, CEO and Founder, Sheryl Grant Enterprises LLC

Panelists

Josh Childress, Former Stanford All-American, 15-year NBA/Professional Basketball, Active Real Estate Fund and Investor

Ben Garland, Former NFL/San Francisco 49er, 10-year career, Air Force Academy Grad/Service, Partner, Valhalla Capital

Bryant McBride, First Black Executive (NHL), Founder/CEO of Burst, Film Producer

5:20 pm

Networking Cocktail Reception

8:00 am

Continental Breakfast

8:00 am

Registration & Exhibit Hall Open

9:00 am

Opening Remarks

9:10 am

Creating A Total Impact Portfolio + Best Practices to Aligning Your Mission

Moderator

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

Panelists

Anne B. Johnston, Founder & Managing Director, Created Wealth Advisory

Kunle Apampa, Head of Client Solutions, Capricorn Investment Group

10:00 am

Direct vs. Co-Investing Opportunities: Alpha Generation or Potential Pitfalls?

Moderator

Arthur Mrozowski, Managing Partner, Silicon Hill Ventures

Panelists

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

10:40 am

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

Moderator

Tami Kesselman, Impact Strategist & Executive Coach, Next Gen Success LLC

Panelists

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

Heather Kline, CPA, CTFA, Partner, Moneta

11:30 am

Conference Concludes – Napa Valley Wine Tour

12:00 pm

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


Rate
Room $319*
* exclusive of applicable state and local taxes, currently 15.24%.



Registration Pricing

Standard Rate
Fund Managers/Service Providers $3,195
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