Finance

The Opal Finance division produces leading institutional investment conferences globally.

These events are designed for High-Net-Worth Individuals and executives

in Corporate Pension Funds, Endowments, Public Funds, Family Offices, Foundations, Taft-Hartley Funds, Financial Planning Firms, 401 (k) Plans, Investment Consultancies, Hedge Funds, Investment Banks, Brokerage Firms, Law Firms and Accounting Firms.

Upcoming Conferences

AI / Tech Investing Forum 2026

October 20

SVB Experience Center, San Francisco, CA

Family Office & Private Wealth Management Forum West 2026

October 21-23

Napa Valley Marriott Resort & Spa, Napa, CA

International Markets Summit 2026

Exclusive Host: Mana Tech

November 4

Downtown Miami at Mana Tech, Miami, FL

LATAM Private Credit & Fintech AI Forum 2026

Exclusive Host: Mana Tech

November 5

Downtown Miami at Mana Tech, Miami, FL

CLO Summit 2026

December 1-3

Waldorf Astoria Monarch Beach, Dana Point, CA

ABS and Fintech Specialty Finance Forum 2026

December 3-4

Waldorf Astoria Monarch Beach, Dana Point, CA

Alternative Investing Summit 2026

December 6-8

The Ritz-Carlton, Laguna Niguel, Dana Point, CA

Emerging Managers Summit 2026

December 6-7

The Ritz-Carlton, Laguna Niguel, Dana Point, CA

Public Funds Summit 2027

January 11-12

Loews Coronado Bay Resort, San Diego, CA

Investment Education Symposium 2027

In conjunction with the Louisiana Trustee Education Council (LATEC)

February 3-5

Royal Sonesta New Orleans, New Orleans, LA

Family Office Winter Forum 2027

March 9

New York Marriott Marquis, New York, NY

Real Estate Investment Summit 2027

April 11-13

Hilton West Palm Beach, FL

Family Office & Private Wealth Management Forum 2027

July 19-21

Newport Harbor Island Resort, Newport, RI

Get Involved with Opal Group

From speaker submissions to finance conference inquiries, connect with our team to explore opportunities to engage with our events.

The Opal Forum was an exceptional gathering of top family office managers and the various professionals whose services support the family office world, all presented in a manner that created an excellent opportunity for the transfer of their considerable knowledge to the conference attendees.

Gateway Financial Partners

A very well-conceived and executed conference.

Handler Thayer, LLP