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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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Register Now for the Family Office & Private Wealth Management Forum
Family Office & Private Wealth Managment Forum Past agenda VIEW CURRENT AGENDA
(Current as of 7-14-15)
  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.
  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 versus Managers/Service Providers

Chart II: Type of Investors
  Hotel Info:
Hyatt Regency Newport
1 Goat Island
Newport, RI 02840
(401) 851.1234
This hotel room block is SOLD OUT. Please make other accommodations at
a location on the adjacent list.
  Bed & Breakfasts and Inns located within close proximity of the Downtown area:

Vanderbilt Hall
The Newport Beach and Hotel Suites 401.846.0310
41 North Cottages & Suites 401.846.8018
Admiral Fitzroy Inn 401.848.8000
Almody Inn 401.848.7202
Anne's Sanford-Covell Villa Marina
Architects Inn 401.847.7081
Bayberry Inn of Newport
Black Duck Inn
Chart House Inn
Cliffside Inn
Francis Malbone House 401.846.0392
Hilltop Inn 401.846.0392
Hydrangea House Inn
Inn on Bellevue 401.848.6242
Inns of Newport 401.848.5300
Jailhouse Inn 401.847.4638
La Farge Perry House 401.847.2223
Legendary Inns of Newport 401.847.1811
Marshall Slocum Inn 401.841.5120
Newport Blues Inn 401.847.4400
Reed Rose Cottage Suites & Pool
401.846.8790 Samuel Durfee House 401.847.1652
Sarah Kendall House
Stella Maris Inn
Victorian Ladies Inn

Overflow Hotels

Newport Marriott
25 America's Cup Ave
Newport, RI 02840

The Hotel Viking
1 Bellevue Ave
Newport, RI 02840

The Newport Harbor Hotel
& Marina

49 America's Cup Ave
Newport, RI 02840

This hotel room block is SOLD OUT. Please make other accommodations at
a location on the adjacent list.
This hotel room block is SOLD OUT. Please make other accommodations at
a location on the adjacent list.
This hotel room block is SOLD OUT. Please make other accommodations at
a location on the adjacent list.
  Conference Registration Prices:
  Earlybird I Rate
(expired 4/3/15)

Earlybird II Rate
(expired 6/5/15)

Standard Rate
Asset Managers & Service Providers $2,895 $3,195 $3,495
***Institutional End-Investors
(subject to qualification)
Registration price reflects $100 online discount
Register Now for the Family Office & Private Wealth Management Forum
*** 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
+1 212-532-9898 x 0
Email: info@opalgroup.net
  Co-Lead Sponsor:
Single Oak Ventures
  Charitable Partner:
  Luxury Sponsors:
Jet Aviation Northrop Johnson PlaneSense
  Executive Sponsors:

Cannabiz CG Capital Markets Scorpion Computer Services CreditSights, Inc. Evestment Harvest Volatility Management Oppenheimer Funds QED Financial SystemsSand Storm Gold Scorpion Computer Services Spindletop Capital Withers Bergman

  Regatta Sponsors:
Indigo Global Investors Matlin PattersonSpindletop Capital
  Hospitality Sponsor:


  Cocktail / Networking Break Sponsor:

CAF America

  General Sponsors:
1031 Crowdfunding 522 Capital Partners Alps Backstop Solutions Group Banner Apartments, LLC Bayview Asset Management Berkeley Research Group Business Instincts Group Bradford Energy Capital, LLC CVCA Capital One N.A. Carolina Financial Securities, LLCCasoro Capital Chilton Capital Management  Collaboration for change Chimicles & Tikellis LLP Clough Capital Partners Cohanzick ConvergexDirected Capital FidelityFidelity Family Office Services Five States Energy Capital, LLCForester Capital, LLC Foundation Source Funding Circle GoldenTree Asset Management Goldman Sachs GWG Life Ibanez Holdings iFunding Inland Investment Advisors InvestOrbit Jewish Communal Fund Lasalle Street Capital Mgt. Lingerfelt CommonWealth Partners Liquid Strategies The Milestone Group MJX Asset Management Netage Solutions, Inc.Neuberger BermanOFS Capital PanAfrican Investment Co., LLC Pacific Charter Park City Capital Pathfinder Partners, LLC Pepper Hamilton LLP Performance Equity Management Private Client Resources Raptor Rig Ridgefield Capital Shopoff Realty Investments Standard & Poor's Money Market Directories Spruce Investment AdvisorsTerraCapTrue Green Capital Management LLCWashington Trust Wealth Management Wells Fargo Advisors West Side Advisors LLC Zurich
  Exhibitor Sponsors:

Altavest Aplomb Billfin Bloomberg Calare Properties, Inc. GothamFunds Grassi & Co. imagineer Technology Group Interactive Brokers Investors Preferred Life Ledgex Peregrine Energy Partners Poliwogg SEIC Seward & Kissel, LLPStarkweather & ShepleySterling Foundation Mgt. Villazzo Investments

  Supporting Organization:
Institutional Limited Partners Association (ILPA)
  Media Partners:
Alpha Journal Alternative Investments Group of the Carolinas - AIGC ATMonitor Barclay Hedge BloombergBRIEF Business Portals Business Potals CVCA Capital Hedge Investing in Alternatives, North America Connext Consulting Eurekahedge Events in America Family Office Association Global Banking Finance Review GRCBlueBook HedgeCo Hedge Connection Hedge Fund Alert HFObserver Islamic Economics International Alternative Investment Review (IAIR) IFC Review Institutional Real Estate, Inc. The Institutional Real Estate Letter IntegriDATA Leebug The Soho Loft MicroCapital Markets and Markets Mid-South Alternative Association - MSAIA Milltrust Palm Beach Hedge Fund Association PitchBook Preqin PrivateBanking Real Assets Adviser Realty 411 Southeastern Hedge Fund Association - SEHFA The Soho Loft Value Walk VC Experts The Soho Loft
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