July 9-11, 2008
Hyatt Regency Newport, Newport, RI
TEXT AGENDA (as of 07-08-2008)

Conference Details

Opal Financial Group's annual Family Office/Private Wealth Management Forum will address specific investment challenges faced by high-net-worth individuals and family offices. Panel discussions will focus on a wide range of investment strategies and solutions designed to maximize returns. In addition, there will be ample opportunity to network with representatives from some of the leading family offices and asset management firms in the industry.

VIEW AGENDA

Sponsorship, Exhibition & Speaking Opportunities
Call: 212-532-9898 x 249

Plan Sponsors, Endowments and Foundations
Call: 212-532-9898 x 249

Conference Registration Prices:
Early Bird Registration - ($2695 USD)
Standard Registration - ($2895 USD)
Plan Sponsor/Family Office Registration - (Complimentary)

Registration price reflects $100 online discount

Specific Topics to be Covered Include:

• Challenges within the Asst Allocation Process
• The Importance of Giving and its Impact within a Family Office Structure
• Case for Global Macro Hedge Funds
• Direct Energy Investing
• Convergence of Family Offices, Fund of Funds and Consultants

Hotel Info:

Hyatt Regency Newport Hotel & Spa (SOLD OUT)
1 Goat Island,
Newport, Rhode Island, USA 02840
Phone: (401) 851-1234

Thank you for your interest in reserving a room at the conference hotel as well as the two overflow properties. Please see below a list of area hotels that may still have availability.

Marriott Newport (SOLD OUT)
25 Americas Cup Avenue
Newport , Rhode Island 02840
Phone: 401-849-1000

Rate
Double Bed: $315
King Bed: $315

Castle Hill Inn & Resort - (401) 849-3800
Mill Street Inn - (401) 849-9500
Francis Malbone House - (401) 846-0392
Jailhouse Inn - (401) 847-4638
Newport Bay Club & Hotel - (401) 849-8600
The Chanler at Cliff Walk - (401) 847-1300

The Newport Harbor Hotel & Marina (SOLD OUT)
49 Americas Cup Avenue
Newport, RI 02840
Phone: 401-847-9000

Rate
Double Bed: $299
King Bed $299