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Opal Financial's  Family Office & Private Wealth Management Forum West

Family Office & Private Wealth Management Forum - West
"Harvesting the Returns"
A Private Wealth Series Event

October 28-30, 2015
Napa Valley Marriott, Napa, CA
Add The Family Office & Private Wealth Management Forum West To Your Outlook Calendar
 
VIEW PAST CONFERENCE DETAILS
VIEW PAST AGENDA
 
  Conference Details:
 

Come and enjoy a bottle of Napa Valley's finest Chardonnay at Opal Financial Group's Annual Family Office & Private Wealth Management Forum- West.  Known for the fastest growing population of newly structured family offices, Northern California's wine country provides a beautiful landscape for this three day event. Largely dominated by first and second generation families from the Silicon Valley, investment strategies such as Private Equity, Venture Capital, and Technology will be familiar themes throughout the conference.  Investment managers and families will come together to discuss the foundations in which they built their wealth, and uncork the various investment strategies in which to keep their portfolios growing and plentiful.  Additional hot topics such as impact investing, alternatives, and the trustee beneficiary relationship, will allow for delegates to sample a diverse blend of palatable subjects while networking amongst the grape vines. To cap off the event, attendees will wine and dine in one of Napa's luxurious wineries, creating an experience that they will never forget.

UNIQUE CONFERENCE FORMAT
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.

 
  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.
 
  Charitable Partner and Silent Auction:
 
Pulmonary Hypertension Association

The Pulmonary Hypertension Association (PHA), is the leading organization connecting PH patients, families, and medical professionals. PHA provides hope to the PH community by improving patient lives and working towards a cure.

Mission
The mission of PHA is to find ways to prevent and cure pulmonary hypertension, and to provide hope for the PH community through support, education, research, advocacy and awareness.

Non-Profit Overview
The Pulmonary Hypertension Association, (PHA) serves people whose lives are affected by pulmonary hypertension (PH). People with PH have high blood pressure in the arteries of their lungs, which can lead to breathlessness, chest pain, fatigue, a host of other symptoms and, death. While there’s currently no cure, thanks to the Pulmonary Hypertension Association, there are a number of FDA-approved therapies available to help patients live better and longer lives. We offer resources to help our community cope, connect and fight back.

The Pulmonary Hypertension Association, a 501(c)3, is one of only a handful of non-profits worldwide to have achieved the absolute highest rating possible, 4 stars, for eleven consecutive years by the independent evaluator agency, “Charity Navigator”. For more information see www.phassociation.org.

To donate directly, click here.

 
  Testimonials From Past Event:
 
"The Opal Family Office conference in NAPA was the place to be. It fostered productive idea and practice exchanges and was the scene of many earnest sharing sessions focusing on how to get it right. Good and useful relationships were forged that will be long lasting and helpful."
-- James S. Rosebush, Founder and CEO, The Wealth & Family Management Group  
   
"Opal Family Office events are unparalleled and the second annual Family Office & Private Wealth Management Forum in Napa was no exception. I was honored to be among a prestigious and knowledgeable slate of speakers. The feedback I heard as an advisory board member throughout the conference reflected that quality and the depth of knowledge illustrated in every session. Networking at Opal events not only yields good business relationships, it fosters long-term professional friendships."
-- Managing Member, GrayMatter Strategies, LLC 
 
  Past Industry Representation:
 

Chart I: Institutional Investors/Consultants vs. Money Managers and Service Providers


Chart II: Institutional Investors/Consultants

 
  Hotel Info:
 
Napa Valley Marriott Hotel & Spa
3425 Solano Ave
Napa, CA 94558
Phone: 707.253.8600
 
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.
 
Online Hotel Reservation
  • 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 7/12/15)

Earlybird II Rate
(expires 9/11/15)

Standard Rate
Asset Managers & Service Providers $2,695 $2,895 $3,195
***Institutional End-Investors
(subject to qualification)
Complimentary
 
Registration price reflects $100 online discount
 
Register Now for the Family Office & Private Wealth Management Forum - West
 
*** 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
 
  Executive Sponsor:
 
Berkeley Research GroupKagin’s Single Oak Ventures
 
  General Sponsor:
 

Cushing MLP Asset ManagementGoldman SachsGWG Life

Polar SecuritiesTimbervestZurich

 
  Media Partners:
 
Alpha Journal ATMonitor Banking 1 Barclay Hedge Events in America Hedge Connection Hedge Fund Alert International Alternative Investment Review (IAIR) IFC Review IntegriDATA LatinNews The Soho Loft Leebug Markets and Markets Preqin The Soho Loft VC Experts The Soho Loft
 
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