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Opal Financial Group's Family Office/Private Wealth Management Forum

Family Office & Private Wealth Management Forum
"The Race for Returns"
A Private Wealth Series Event

July 20-22, 2015
Hyatt Regency Newport, Newport, RI
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Family Office & Private Wealth Managment Forum Past agenda VIEW CURRENT AGENDA
(Current as of 7-1-15)
  Conference Details:

As Opal Financial Group's flagship event, The Family Office & Private Wealth Management Forum has become Opal's largest family office event in the world.  Known for its rich history and magnificent mansions, Newport, RI attracts thousands of delegates each year. The voyage begins with an annual Regatta Cup race, giving delegates an opportunity to find their inner competitor, and race across the harbor. In the course of three days, family offices, private investors, and investment managers navigate their way through the choppy waters of the past recession, while continuing to explore the best ways to map out their portfolios. Discussions will cover a wide variety of investment topics including direct investing, impact investing, non-correlated assets, and many more. Come join us this July--the forecast calls for fun, networking, and favorable prospects for preserving your family's wealth.

This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. Power Point presentations are prohibited during the sessions but may be made available on our mobile app. Please send in PDF or PowerPoint format if you would like to have presentation included on App. *Only Standalone Speakers will be allowed to use PowerPoints, but cannot pitch products or advertise anything with their firms.*

The GAFM Global Academy of Finance & Management™ is the world's fastest growing professional society with approximately 50,000 members in over 150 countries hosting and accrediting certification training worldwide and offering exclusive board certified designations to candidates who meet the highest professional standards and assessment criteria.

The GAFM will grant full annual CE (7.5 Credits for 1 day, 15 Credits for 2 days) for those who attend this conference.

  • CWM™ Chartered Wealth Manager®
  • MFP™ Master Financial Planner®
  • AFA™ Accredited Financial Analyst®
  • CTEP™ Chartered Trust and Estate Planner®
  • CITA™ Certified International Tax Analyst™

* All certification courses available directly online from an accredited law school program

Global Academy of Finance & Management

Click here for more info

  Highlighted Features of This Year's Event:
  • Over 1000+ attendees at the event, with more than 500 representatives from family offices from North America and around the world.
  • The event will kick off with the Annual Regatta Cup, in which attendees will have the opportunity to work with a professional sailing charter crew while competing against industry peers.
  • Attendees from the Family Office Forum and the Public Funds Summit are invited to our Summer Social Bash networking event (July 21, 2015 starting at 6:15 PM). This event will include an open bar, great food, live music, and the presentation of the Global Impact Award to Ben Rattray of Change.org.
  • Keynote Workshop and Boxed Lunch presented by: Walter O'Brien, CEO, CONCIERGEUP.COM powered by SCORPIONCOMPUTERSERVICES.COM, and the Executive Producer of the show SCORPION (CBS)
  • Closed-door Family Office workshop luncheon to conclude the event: This private, closed-door session will be organized for foundations, family offices, non-discretionary consultants, and accredited high-net worth individuals; to address issues these organizations/individuals endure day-to-day. Participants are expected to share experiences, thoughts, concerns, challenges, and solutions in a private peer exchange setting. No managers or Service Providers will be allowed in the session.
  Keynote Speaker:

Opening Keynote Speaker Workshop and Boxed Lunch
Presented by:

Walter O'Brien, CEO, ConciergeUp.com powered by ScorpionComputerServices.com, and the Executive Producer, Scorpion TV show on CBS

View Speaker Biographies
  Charitable Partner and Impact Award Winner:

Ben Rattray, Founder and CEO, Change.org

Change.org is the world's largest social change platform with over 95 million users in 196 countries. Every day, people around the world use our tools to transform their communities - locally, nationally and globally. Whether it's a mother fighting bullying in her daughter's school, customers pressing banks to drop unfair fees, or citizens holding corrupt officials to account, thousands of campaigns have won on Change.org - and more are winning every week. We make it possible for anyone to start a campaign and immediately mobilize hundreds of others locally or hundreds of thousands around the world, making governments and companies more responsive and accountable. We're working for a world where no one is powerless, and where creating change is a part of everyday life.

Change.org is a new kind of company: a "social enterprise" and a registered B corporation, using the power of business for social good. Change.org is headquartered in San Francisco, and has a staff of 200 in 18 countries.

Click here to donate

View Speaker Biographies
  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.