 |
Family Office & Private Wealth Management Forum
"THE RACE FOR RETURNS"
A Private Wealth Series Event |
| July 22-24, 2013 |
| Hyatt Regency Newport, Newport, RI |
 |
| |
 |
|
|
|
 |
|
| |
As part of the Private Wealth Series, 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 in historic Newport, Rhode Island, which is rich in history and wealth alike.
The Private Wealth Conference will explore the challenges and opportunities associated with investing in emerging markets, alternative investments, real estate, direct energy, numerous other asset classes and will also address many of the softer issues related to the family office such as tax and regulation, asset protection, philanthropy, structuring a family office, and many more.
Opal will kick off the event with its Annual Regatta Cup, in which attendees will have the opportunity to work with a professional sailing charter crew while competing against industry peers. |
| |
|
| |
Pre-Conference Workshop Speaker: |
|
| |
 |
Bob Rice, Alternative Investment Editor, Bloomberg Television & Author, The Alternative Answer: The Nontraditional Investments That Drive the World's Best-Performing Portfolios
"A Framework for Alternatives"
Which alternative strategies are best for what goals, and how does one create a solid portfolio of them? Simple questions, but responses are often peppered with fuzzy lingo and out-of-context advice.
Bob Rice fixes that. Bloomberg TV's Alternatives Investment Editor and a 30 year veteran of the field, Bob presents a straightforward framework for the many flavors of hedge, PE, managed futures, venture, real asset and income strategies. He explains how to construct the right sort of portfolio for your needs, and also addresses the very practical questions, such as when paying 2/20 makes sense, and when low-fee liquid alternatives are "good enough".
Come join Bob, author of the new Harper Collins title "The Alternative Answer" for a refreshingly clear approach to better risk-adjusted returns, higher current yields, and long term wealth preservation. |
|
| |
 |
| |
|
|
| |
- 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.
|
|
| |
|
| |
Testimonials From Past Event: |
|
| |
 |
| "Participants and attendees are high quality and the conference couldn't be in a better location." |
| |
| - - Marc Bathgate, Vice President, Front Range Capital II, LLC |
|
|
| |
|
| "I have been attending since this event started. I think the growth is awesome each year and the diversification keeps improving!"" |
| |
| - - Gregg Fortune, Managing Member, The Professional Advisor Group, LLC |
|
|
| |
|
I attended for the first time and am already reserving my hotel room for next year. |
| |
| - - Robert Hut, Managing Director, Insurative Premium Finance (Jersey) Limited |
|
|
| |
|
| "One of the best opportunities for Family Offices to come together in the background of yachting and the nostalgia of Newport Rhode Island" |
| |
| - - Gordon Grant Curtis, Director, CI Investments |
|
|
| |
|
| "I have been attending this event for a number of years now, and each year it has grown into what is now a premier, not to be missed venue for gaining insights into the challenges and opportunities facing family offices globally and domestically. The event is very well run and a valuable experience for investors and service providers alike." |
| |
| - - Stephen Brackett, Trustee, Brackett Family Foundation and Director, Ironside |
|
|
| |
|
| "This conference was a networking bonanza. There were professionals of from a variety of family offices at all stages of development. It was a perfect opportunity to meet professionals who are similarly situated and exchange ideas and best practices." |
| |
| - - David Hopfenberg, President, Venture Tax Services, Inc. |
|
|
| |
|
| "This was my first Opal Financial Group event. I had such a wonderful educational and networking experience and I look forward to attend more such events in the future. Location was so beautiful and the event was oranized very well!" |
| |
- - Ham Modi, US Director, Modi Family Office |
|
|
| |
|
|
| |
Past Industry Representation: |
|
| |
Chart I: Investors vs. Money Managers and Service Providers
Chart II: Institutional End Investors and Utility Companies
 |
| |
|
|
| |
|
| |
|
| |
Overflow Hotels (choose one): |
|
| |
The Newport Harbor Hotel & Marina
49 Americas Cup Avenue
Newport, RI 02840 |
| |
| 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. |
|
|
| |
- 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.
|
|
|
 |
The Hotel Viking
One Bellevue Avenue
Newport, RI 02840 |
| |
| 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. |
|
|
| |
- 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 I Rate
(Expired 4/5/13)
|
Earlybird II Rate
(Expires 6/7/13)
|
Standard Rate |
| Asset Managers & Service Providers |
$2,895 |
$3,195 |
$3,495 |
***Institutional End-Investors
(subject to qualification) |
Complimentary |
|
| |
| Registration price reflects $100 online discount |
|
| |
*** Institutional End-Investors include: organizations that are solely investing on their own behalf in alternatives and do not sell any alternative investment products or services to clients including; sovereign wealth funds, pension funds, endowments, foundations, family offices, private clients and treasury.
Subject to Opal Financial Group's approval. Eligibility will be verified. |
|
Sponsorship, Exhibition & Speaking Opportunities
Call: +1 212-532-9898 x 0
Email: info@opalgroup.net |
|
| |
|
|
| |
 |
| |
|
|
| |
|
| |
|
|
| |
 |
| |
|
|
| |
|
| |
|
|
| |
 |
| |
|
|
| |
 
 
|
| |
|
|
| |
 |
| |
|
|
| |
 |
| |
|
|
| |
 
 
|
| |
|
|
Untitled Document
|
|
|
