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

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

July 18-20, 2016
Hyatt Regency Newport, Newport, RI
Add The Family Office & Private Wealth Management Forum To Your Outlook Calendar
Register Now for the Family Office & Private Wealth Management Forum
Family Office & Private Wealth Management Forum - Past Agenda VIEW PAST AGENDA
  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 Last 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 Speakers:

Entrepreneurship, Passion, Revolutions and The Vehicle for Doing It

Uri Levine, Co-Founder, Waze & Feex


Craig M. Lewis, Madison S. Wigginton Professor of Finance Owen Graduate School of Management Professor of Law, Vanderbilt Law School, Vanderbilt University, Former Chief Economist and Division of Economic and Risk Analysis (DERA) Director, Securities Exchange Commission (SEC)


Norm Champ, Lecturer on Investment Management Law, Harvard Law School, former Director, SEC Division of Investment Management




Ambassador Kurt Volker, Executive Director, The McCain Institute for International Leadership, part of Arizona State University; Former United States Permanent Representative, NATO




Ambassador R. James Woolsey, Former Director, Central Intelligence, Chancellor, Institute of World Politics, Chairman of the Leadership Council, Foundation for the Defense of Democracies


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:
  • 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
(expires 4/3/16)

Earlybird II Rate
(expires 6/5/16)

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
  Luxury Sponsor:
American Airlines
  Executive Sponsors:
Evestment Direct Lending Investments Jeffries
  General Sponsors:

ALPS Distrubutors Backstop Solutions GroupNaylor & Company Investments, LLC

Owens GroupSterling Foundation Management


  Media Partners:

Alpha Journalhedge fund search BloombergBrief Business Portals Business Portals CFI.coCVCAExecutive Global Family Office AssociationFamily Office Elite Magazine TheGRCBlueBook Hedge Fund Alert integriDATAInvestor's Business DailyLDJ Capital

Markets and Markets
Private Banking The Soho Loft Media Group Victoria GlobalVC Experts

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