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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Investment Trends Summit Family Office & Endowment Forum Opal Exchange Monaco European CLO Summit Family Office & Private Wealth Management Forum - West Middle East Family Office Symposium
 
 
 

Family Office & Private Wealth Management Forum

Come and join us for three days of engaging discussions on the latest investment trends and soft issues with some of the most well established and senior Family offices, Private investors, money managers, and private wealth service providers from around the globe. The event will be held on July 21-23, 2014 in Newport, Rhode Island, where the history of private wealth spans many generations dating back the early settlement dates of America.
 

Public Funds Summit East

Our annual public funds conference addresses issues that are critical to the investment success of senior public pension fund officers and trustees in the new millennium. Concerns of funding liabilities for beneficiaries in a world of declining returns yet maintaining a balance between the risk/reward paradigms is center in the mind of many trustees and representatives of pension plans around the country. The event will be held on July 21-23, 2014 in Newport, Rhode Island.
 
 
"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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