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Family Office & Endowment Forum

Family Office & Endowment Investment Forum
A Private Wealth Series Event

September 15-16, 2014
Renaissance Vancouver Harbourside Hotel, Vancouver, BC
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Register Now
 
VIEW CURRENT AGENDA
(Current as of 7-16-14)
  Conference Details:
 
As part of the Private Wealth Series, this family office and endowment investment conference is Opal's premier event for high net worth individuals, family offices, and endowments. The Vancouver program is tailored to Canadian investors who have an interest in new and exciting investment opportunities world wide. Whether you are interested in learning more about real estate, real assets, or how to continue to build on existing wealth, this conference gives delegates the opportunity to learn and mingle with industry experts.
 
  Keynote Presentation:
 
George Jones

Day 1, 15 September 2014, 10:05:

RECOGNIZING OPPORTUNITIES

George Jones, Co-Founder, IVEST CONSUMER PARTNERS

 
View Speaker Biographies
 
  Topics Will Include:
   
  • Government Regulation and Taxation for 2014 and Beyond
  • New Investment Styles for Family Offices
  • Best Practices in Family Philanthropy
  • Family Office Reporting
  • Asset Protection Strategies
  • Challenges of the Trustee/Beneficiary Relationship
  • Creating a Family Constitution
  • Asset Allocation Best Practices
  • Manager Selection
  • Hedge Funds
  • Private Equity/Venture Capital
  • Real Estate
  • Real Assets – precious metals, timber, infrastructure, agriculture, managed futures, etc.
  • Fixed Income and Credit
  • Equity Investing
  • Energy
  • Emerging and Frontier Markets
  • Choosing the Right Advisor/Consultant
and many more!
 
  Who Should Attend:
   
  • Family Offices
  • Endowments
  • Foundations
  • Consultants
  • Attorneys
  • Financial Planners
  • Accountants
  • Tax Planners
  • Estate Planners
  • Philanthropy Specialists
  • Family Business Experts
  • Succession and Generational Wealth Planners
  • Asset Protection Specialists
  • Trust Companies
  • Tax Efficient Portfolio Managers
  • Long-Term Care Specialists
  • Hedge Funds
  • Fund of Funds
  • Real Estate Managers
  • Equity Managers
  • Venture Capitalists
  • Academics Specializing in Family Businesses
  • Private Equity
  • Insurance Companies
  • Luxury Companies – Private Jets, Automotive, Executive Car Service, etc.
 
  Past Industry Representation:
 
Chart 1: Investors vs. Money Managers and Service Providers

Chart 2: Institutional End Investors
 
  Past Testimonial:
 

"It was a privilege to be involved with the inaugural Toronto forum and I look forward to supporting the event in the years to come"

- -Andrew O'Neill
 
More Testimonials
 
  Hotel Info:
 
Renaissance Vancouver Harbourside Hotel
1133 West Hastings Street
Vancouver, British Columbia V6E3T3
Canada
 
We are pleased to announce that the Opal room block is open and we are accepting reservations. Please click on the ONLINE HOTEL RESERVATION link to book your room. The hotel will not accept individual call-ins.
 
Online Hotel Reservation
  • Rooms are available only to those participants who are registered conference attendees.
  • Rooms will not be guaranteed without a credit card.
  • Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
  • The name on the form will be the name of the guest room.
 
  Conference Registration Prices:
 
  Earlybird Rate I
(Expired 5/31/14)
Earlybird Rate II
(Expires 7/24/14)
Standard Rate
Asset Managers & Service Providers $1,895 $2,395 $2,895
*** *Institutional End-Investors
(subject to qualification)
Complimentary
 
Registration price reflects $100 online discount
 
Register Now for the Family Office & Endowment Forum
 
***Qualified Investment Officers are complimentary subject to Opal Financial Group's approval. Eligibility will be verified. All Qualified Investment Officers must be registered a week prior to the event. There will be no on-site registrations allowed.   Sponsorship, Exhibition & Speaking Opportunities
Call:
212-532-9898 x 235
Email: lvaiman@opalgroup.net
 
  Executive Sponsor:
 
AIG American International Group HUB International Personal InsuranceRockspring Capital
 
  General Sponsors:
 
Inflection Alternative Assets Kootenay Capital Management Leibish & Co.
 
  Media Partner:
 
AIMA hedge fund search Carbon Credit CapitalFamily Office RecruitmentGlobal Banking Finance Review Hedge Connection Hedgeco.net Hedge Fund AlertHFObserverIAI Review Institutional real estate Inc IntegriData Markets and Markets  PrivateBanking.com SATO Luxurise Communications
 
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