Opal's Finance Events
Opal Financial Group produces leading institutional investment conferences throughout North America and Europe. 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.
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Family Office & Private Wealth Management Forum
The Family Office/Private Wealth Management Forum is Opal's premier conference and the preeminent event in North America for high net worth individuals and family offices from around the world. Some of the most well established and senior Family offices, Private investors, money managers, and private wealth service providers from around the globe will return to this picturesque setting for three days of engaging discussions on the latest investment trends and soft issues surrounding this generation and future generations of families. The event will take place on July 22-24, 2013 in historic Newport, Rhode Island, which is rich in history and wealth alike.
 

Public Funds Summit East
Our annual Public Funds conference will address issues that are most critical to the investment success of senior public pension fund officers and trustees. The Summit will cover how surplus returns should affect employee benefit plans, the processes for selection and evaluation of investment managers, legal concerns with fund investment and management policies as well as the benefits and pitfalls of a wide variety of investment strategies. The event will take place on July 22-24, 2013 in Newport, RI.
 
 
"Opal provides an excellent venue to network with peers and industry professionals."
  
- - Helena Cohen, Investment Analyst - The Gemma Foundation, Inc
 
"Opal conferences are always topical and informative which is a great way to stay current with industry trends while also fulfilling one's trustee responsibilities- a critical must do in today's environment."
  
- - Bruce Miller, Finance Director - City of Annapolis Maryland
 
"I really enjoyed the conference and would recommend it to anyone who would like to learn more about the Family Office and Private Wealth area."
  
- - John Tameo, Managing Director - Treesdale Advisors
 
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Opal's education and networking conferences, events and summits
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