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 September 25, 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 |
| 9:40 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) Sandip Bhagat, Chief Investment Officer, Whittier Trust Company (MFO) |
| 10:30 am |
Family Office Structures: Setting the Stage for Managing a Family Office in Today’s World
Panelists
Thomas J. Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP Marina Margarucci, Principal, Marcum |
| 11:20 am |
Standalone Presentation
Presented by
TBA, MLG Capital |
| 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 Mike LaValle, Founder and CIO, Strider Capital TBA, Solyco Capital |
| 12:50 pm |
Networking Luncheon |
| 2:00 pm |
Capturing Opportunities in Private Credit & Alternative Debt Strategies
Moderator
Mary D'Souza, CIO, Misha Investments
Panelists
Drew Weinstein, Vice President, Parkview Financial |
| 2:50 pm |
Real Estate Investing: Building, Balancing & Adjusting Your Portfolio
Moderator
William Lappas, Managing Director, Woodbridge Capital Partners LLC (SFO)
Panelists
Peng (Carnegie) Zhang, Director, Aurumverse Investment Ben Benditson, VP of Capital Markets, Cedar Creek Capital Greg Tirrell, Assistant Vice President, MLG Capital Chase Chehade, Senior Vice President, Capital Markets, Paramount Group Seth Gershberg, Founding Partner, Scottsdale Mortgage Investments |
| 3:40 pm |
Digital Assets: Future of the Blockchain & Crypto Markets During An Uncertain Regulatory Environment |
| 4:20 pm |
KEYNOTE DISCUSSION: Diversity, Equity, and Inclusion within Investment Management & Financial Services
Panelists
Valerie Red-Horse Mohl, President & Co-Founder, Known Holdings |
| 5:00 pm |
Networking Reception |
| 7:45 am |
Continental Breakfast
|
| 7:45 am |
Registration Desk & Exhibit Hall Open |
| 8:30 am |
Hospitality Lounge Open Sponsored by: |
| 7:45 am |
Private Closed Session for Family Offices (Family Offices ONLY) |
| 8:55 am |
Opening Remarks & Morning Keynote Address
Speaker
Fiona Ma, CPA, California State Treasurer, State Treasurer's Office |
| 9:10 am |
Sustainability and Environmental Preservation: How Can We Address Climate Change? |
| 9:50 am |
Driving Growth with Private Equity and Venture Capital: Deal Structures + Opportunities
Moderator
Tim Rafalovich, Senior Vice President of Private Equity, Wells Fargo
Panelists
TBA, Forty8 Capital TBA, Forty8 Capital |
| 10:30 am |
Networking Refreshment Break Sponsored by: |
| 10:50 am |
How To Enter The Public Market And Build A Best In Class Biotech Company
Presented by
Craig Philips, President, Kineta |
| 11:10 am |
Standalone Presentation
Presented by
Tim Kolterman, CIO, Rockstep Capital |
| 11:30 pm |
Standalone Presentation |
| 11:50 pm |
Standalone Presentation
Presented by
Sara Blackmer, Senior Partner, Solyco Capital |
| 12:10 pm |
Standalone Presentation |
| 12:30 pm |
Networking Luncheon |
| 1:40 pm |
Tracking the Smart Money: Family Office CIO/CEO Roundtable
Panelists
Alex Bates, Head of Investment Research, The St Louis Trust Company |
| 2:30 pm |
Examining Alternative vs. Tradition Investment Strategies for the Future: Opportunities, Risks and Returns
Panelists
Kamil Homsi, Founder & CEO, GRC Investment Group-Dubai (SFO) |
| 3:10 pm |
Investing in A.I. & A.R. – What Does the Future Hold For Web 3.0?
Panelists
Paul Travers, President and Chief Executive Officer, Vuzix Corp |
| 3:50 pm |
Investing in Life Sciences and the HealthCare Sector: Where are the Opportunities?
Moderator
Skip Coomber III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office
Panelists
Neeraj Rama, Chief Investment Officer Research & Development, CBCC Patel Family Office (SFO) Anna Chukaeva, Principal, Alta Companies |
| 4:30 pm |
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, Athletes Influence , Partner, LOHAS Advisors |
| 5:30 pm |
Networking Cocktail Reception |
| 8:15 am |
Continental Breakfast |
| 8:15 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, Leonardo Intl Society of Art Science & Technology
Panelists
Anne Johnston, CEO, Created Wealth Advisory Kunle Apampa, Head of Client Solutions, Capricorn Investment Group |
| 10:00 am |
Keynote Presentation |
| 10:30 am |
Direct vs. Co-Investing Opportunities: Alpha Generation or Potential Pitfalls?
Moderator
Arthur Mrozowski, Managing Partner, Silicon Hill Ventures |
| 11:10 am |
Family Governance and The Family Office: Planning for the Next Generation
Panelists
Susan R. Schoenfeld, Chief Executive Officer, Wealth Legacy Advisors LLC Thomas J. Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP |
| 11:50 am |
Conference Concludes – Napa Valley Wine Tour |
| 12:10 pm |
Napa Valley Wine Tour and Luncheon Networking Event |
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3425 Solano Avenue Napa, CA 94558
| Rate | |
|---|---|
| Room | $319* |
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.
- 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
