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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 PAST CONFERENCE DETAILS
  Conference Details:

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.

With today's changing landscape in the wealth industry, family offices are becoming more and more prevalent. A family office or single family office (SFO) is a private company, separate from the family business that manages investments and trusts for a single family. The company's financial capital is the family's own wealth, often accumulated over many family generations. A traditional family office is a business run by and for a single family. Its sole function is to centralize the management of a significant family fortune. Typically, these organizations employ staff to manage investments, taxes, philanthropic activities, trusts, and legal matters. The purpose of the family office is to effectively transfer established wealth across generations. The family office invests the family's money, manages all of the family's assets, and disburses payments to family members as required.

Today's new wave of generational wealth is developing at a rapid pace all over North America and in many areas of the world. We are starting to see a shift in market dominance and the direction many high net worth families are taking with their investments. With, a rise in the need to include philanthropic endeavors into a family's portfolio and making investments from an impact investing standpoint, soft issues are just as important as investment management to the family office now more than ever.

Come and join us for three days of engaging discussions on the latest investment trends and soft issues with some of the most well established and senior Family offices, Private investors, money managers, and private wealth service providers from around the globe. The event will be held in Newport, Rhode Island, where the history of private wealth spans many generations dating back the early settlement dates of America.

This event 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.

This family office 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.

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

  Keynote Speaker:
Adam Braun

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
  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
  Online Hotel Reservation

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.

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

Online Hotel Reservation
Online Hotel Reservation
Online Hotel Reservation
  Conference Registration Prices:
  Earlybird I Rate
(expires 4/3/15)

Earlybird II Rate
(expires 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
  Executive Sponsors:

CreditSights, Inc. Coachman Energy Partners LLC Evestment Oppenheimer Funds QED Financial Systems

  General Sponsors:

522 Capital Partners Berkeley Research Group Business Instincts Group ConvergEx Prime Services Environmental Stewardship GWG Life

iFundingLingerfelt CommonWealth PartnersNetage Solutions, Inc.
Neuberger Berman
Shopoff Realty Investments Standard & Poor's Money Market Directories
True Green Capital Management LLC Zurich

  Exhibitor Sponsors:

Banner Apartments, LLC Catalyst Energy, Inc. Investors Preferred Life Seward & Kissel, LLPSunBelt Land Management

  Supporting Organization:
Institutional Limited Partners Association (ILPA)
  Media Partners:
Banking 1 Barclay Hedge BloombergBRIEF Capital Hedge Investing in Alternatives, North America Eurekahedge Family Office Association Global Banking Finance ReviewHedgeCo Hedge Fund Alert HFObserver IFC Review Institutional Real Estate, Inc. The Institutional Real Estate Letter IntegriDATA The Soho Loft MicroCapital Markets and Markets Milltrust Preqin PrivateBanking Real Assets Adviser Realty 411 The Soho Loft Value Walk VC Experts The Soho Loft
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