Family Office & Private Wealth Management Forum West 2023

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

144 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 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

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




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.

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