Family Office & Private Wealth Management Forum West 2023
Napa Valley Marriott Hotel & Spa, Napa, CA
October 18, 2023 - October 20, 2023
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 15, 2022
| 7:30am |
Exhibit Set-Up |
| 7:30am |
Registration/Information Desk Opens |
| 8:30am |
Networking Continental Breakfast in Exhibit Hall |
| 9:35am |
Opening Remarks |
| 9:40am |
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
Dr. Kiron Skinner, Taube Professor of International Relations and Politics, School of Public Policy, Pepperdine University Ann Lee, Advisor, Global Trust Group (MFO) Sandip Bhagat, Chief Investment Officer, Whittier Trust Company (MFO) |
| 10:30am |
Family Office Structure Challenges: Setting the Stage for Managing a Family Office in Today’s World
Moderator
Sandip Bhagat, Chief Investment Officer, Whittier Trust Company (MFO)
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
Gary L. Gentges, SVP Corporate Development, Kineta, Inc. |
| 11:40am |
Coinvestments, Pro Rata Rights, and Investment Vehicles: Insights into Family Offices’ Growing Use of SPVs
Presented by
Mack Kolarich, VP of Assure Analytics, 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
Tim Partridge, Managing Director, Altera John Donovan, Managing Partner and Founder, Donovan Ventures Energy Asset Management Maureen Keating, Senior Investment Associate, Art Finance, Yieldstreet |
| 2:20pm |
Driving Returns with Private Equity & Venture Capital
Moderator
Tim Rafalovich, Senior Vice President of Private Equity, Wells Fargo
Panelists
James Spann, Founder, Managing Partner, Boyd Street Ventures Brynne Kennedy, Managing Partner and Co-Founder, BCP Ventures Moran Bar-Kochva, Founder & Principal, Unison Capital |
| 3:00pm |
Sustainability and Environmental Preservation Investment Strategies: How Can We Address Climate Change?
Moderator
Tami Kesselman, Impact Strategist & Executive Coach, Next Gen Success LLC
Panelists
Aaron Berger, NEXUS Ambassador on Energy Innovation and Environment Jeffrey T. Davis, Forestry Consultant, Jeff Davis and Associates LLC Iva Kaufman, Founder, Iva Kaufman Associates |
| 3:40pm |
Networking Refreshment Break in Exhibit Hall
Sponsored by: Assure |
| 4:00pm |
Investing in Private Credit and Alternative Lending: Where can Investors Find Yield?
Moderator
Eric M. Dansky, MBA, Senior Investment Officer, Cooper Family Office (SFO)
Panelists
Nelson Chu, Founder & CEO, Percent Shant Sood, Managing Partner, Sanctum Altriarch Investment Management Christopher Lay, Co-Founder, Leonid Capital Management Greg Hebner, Managing Director, Arixa Capital |
| 4:50pm |
Digital Assets: Investing in the Blockchain and Crypto Markets
Moderator
Kenneth Goodwin, Managing General Partner & Founder, Jeanensis Ventures
Panelists
Zach Resnick, Managing Partner, Unbounded Capital Brandon Hoffman, Managing Partner, Sunset Ventures |
| 5:30pm |
Networking Cocktail Reception in Exhibit Hall
Sponsored by: Redwood Apartment Neighborhoods |
| 8:00am |
Networking Continental Breakfast in Exhibit Hall
Sponsored by: Jeffrey M. Verdon Law Group, LLP |
| 8:00am |
Registration Desk & Exhibit Hall Open |
| 8:10am |
Private Closed Session for Family Offices (Family Offices ONLY)
Session Facilitator
James Rosebush, Chief Executive Officer, Intersection Impact Fund/The Wealth and Family Office Management Group (SFO) |
| 9:15am |
Opening Remarks |
| 9:20am |
Keynote Presentation: Rethinking National Security
Presented by
Dr. Martin E. Hellman, Member, US National Academy of Engineering, Professor Emeritus of Electrical Engineering, Stanford University |
| 9:40am |
Real Estate Investing: Where are the Opportunities?
Moderator
Michael Pompian, Founder and Chief Investment Officer, Sunpointe Investments (MFO)
Panelists
Toney Morton, Chief Financial Officer, Redwood Apartment Neighborhoods Neil McKinnon, President & CEO, Prana Investments |
| 10:20am |
Investing in Health & The Healthcare Sector
Moderator
Joe McIntosh, Director, McIntosh Management LLC
Panelists
Neeraj Rama, Chief Investment Officer, Research & Development, CBCC | Rising Sun (SFO) Ben Wang, CEO, Chimera Bioengineering, Co-Founder, Cytokind Neetu Puranikmath, Investment Analyst, Cooper Family Office (SFO) |
| 11:00am |
Networking Refreshment Break |
| 11:20am |
Navigating Volatility – Uncorrelated Strategy with Art
Presented by
Allen Sukholitsky, Chief Investment Officer, MWC Group, a Masterworks Company |
| 11:40am |
Secrets of the Ultra Wealth
Presented by
Alex Ripps, Senior Legal Counsel, Jeffrey M. Verdon Law Group, LLP |
| 12:00pm |
Networking Luncheon |
| 1:30pm |
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 Jacqueline Holmes, Founder & Chief Investment Officer, Midori Management (SFO) |
| 2:10pm |
Investing in Innovative & Cutting-Edge Companies: Direct, Co-Investments and Funds
Moderator
Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory
Panelists
Jim Hurd, Director, Hurd Family Office / Green Science Exchange Quinn R. Stills, Managing Member, Palisades Investment Partners, LLC Andrew Romans, General Partner, 7BC Venture Capital |
| 2:50pm |
Outlook for Cannabis and Hemp Investments
Moderator
Skip Coomber, III, President, Coomber Family Estates (SFO) / Dragon Trust
Panelists
Brian Dickerson, CEO, Equine Hemp Solutions Jamie Warm, Co-Chief Executive Officer, Henrys Original |
| 3:20pm |
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
Devean George, 3X NBA Champion, 11-year career, CEO of George Group North Development. Founder of the Building Blocks and George Modular Solutions Mitch Richmond, NBA Hall-of-Fame, NBA Rookie of the Year, 6X NBA All-Star, Olympic Gold Medalist, NBA Champion, Philanthropist, Web 3.0, NFT, NIL Entrepreneur Lindsay Taylor, Former Women’s Professional Soccer/WPSL, National Player of the Year and Captain of Stanford’s first national championship, Founder/CEO of Envra |
| 4:20pm |
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
Moderator
Tami Kesselman, Impact Strategist & Executive Coach, Next Gen Success LLC
Panelists
Jennifer Kenning, Chief Executive Officer, Align Impact Diana Ayton-Shenker, CEO & Founder, Global Momenta; and CEO, Leonardo, Int’l Society of Art, Science & Technology Chadd Evans CFA, CAIA, CEO, Overlay Capital |
| 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)
Panelists
Tom Wiese, President of Institutional Solutions, Crown Global Thomas J. Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP |
| 10:40am |
Family Governance and The Family Office: Planning for the Next Generation
Moderator
Ron Botoff, Principal Consultant, Botoff Consulting
Panelist
Susan R. Schoenfeld, Chief Executive Officer, Wealth Legacy Advisors LLC |
| 11:20am |
Conference Concludes |
| 12:30pm |
Napa Valley Wine Tour and Luncheon Networking Event |
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Registration Pricing
|
Early Bird Rate (exp. 08/31/23) |
Standard Rate | |
|---|---|---|
| Fund Managers/Service Providers | $2,895 | $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.
- 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
