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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 27-29, 2014
Napa Valley Marriott Hotel & Spa, Napa, CA
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Family Office & Private Wealth Management Forum West - past agenda VIEW CURRENT AGENDA
(Current as of 10-14-14)
  Conference Details:

As part of the Private Wealth Series, the Family Office/Private Wealth Management Forum West is Opal's premier West Coast conference in North America for high net worth individuals and family offices. This event will explore the challenges and opportunities associated with investing in emerging markets, alternative investments, real estate, direct energy, venture capital, 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.

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. Held in Napa, CA, meet many of the generation's newly structured family offices from the technology arena of Silicon Valley and Northern California's wine country. Come and join us for three days of engaging discussions on the latest investment trends and soft issues with some of the newly formed family offices in North America as well as many well established and senior family offices, private investors, money managers, and private wealth service providers from the biggest hot bed of new private wealth in North America.

Opal will end the event with a Wine Tour through the heart of beautiful wine country in which attendees will have the opportunity to sample wines from some of the vineyards in Napa Valley while networking with their 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.

  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.

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 Avenue
Napa, CA 94558
Tel: 707.253.8600
Please see below for a listing of nearby hotel accomodations
Hilton Garden Inn - Napa (right next door)
3585 Solano Ave.
Napa, CA 94558
Best Western Premier Ivy Hotel Napa (1 mile away)
4195 Solano Ave.
Napa, CA 94558
Napa Valley Hotel and Suites (2.8 miles away)
853 Coombs St.
Napa, CA 94559
Andaz Napa
1450 First St
Napa, CA 94559
Best Western Plus Elm House Inn
800 California Blvd
Napa, CA 94559
Hilton Garden Inn - Napa
3585 Solano Ave
Napa, CA 94558
707. 252.0444
Napa Valley Hotel and Suites
853 Coombs St
Napa, CA 94559
Napa Winery Inn, an Ascend Hotel Collection Member
1998 Trower Ave
Napa, CA 94558
Senza Hotel
4066 Howard Ln
Napa, CA 94558
The Westin Verasa Napa
1314 McKinstry St
Napa, CA 94559
Wine Valley Lodge
200 S Coombs St
Napa, CA 94559
  Conference Registration Prices:
  Standard Rate
Asset Managers & Service Providers $3,195
***Institutional End-Investors
(subject to qualification)
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
212-532-9898 ext. 0
Email: info@opalgroup.net
  Luxury Sponsor:

Tamber Bey Vineyards

  Activity Sponsor:
SoFi Securities, Inc
  Executive Sponsors:

Dragon Capital Global X Tax Asset Solutions IQ Tick Advisors Kagin's Philadelphia FinancialPuerto Rico The All Star Island Single Oak Ventures Steel Core Capital V Med Wellness

  General Sponsors:

4 Front Advisors Abbot Downing AdventAlpha Hedge Arcview Group Arena Capital Baceline Investments The Bank Funds Bayshore Capital Advisors BCM Energy Behringer Securities LP Berkeley Research Group Carmot Capital Chinus Asset Management Corsair Capital Crescent Bay Holdings Cushing Asset Management Customers Bank DWSB Deltec Asset Management LLC FundCount GSV Shared XGWG Life Global Leveraged Capital Management LLC The Hi-Rise Group of Companies Iron Financial Kaplan Fox Lattice Strategies Luminous Management Millenium Asset Management OC Consulting Group Poseidon Asset Management Sectoral Asset Management Strategic Holdings Structural Capital Tax Law Solutions TFSTurner InvestmentsUrban Southwest Captial LLCUrban Green Water Asset ManagementWest Side Advisors LLC World Gold Council Zapolski Real Estate, LLC Zinc Income Fund, LLC

  Exhibitor Sponsors:

Altavest Capital IndemnityPiper Jaffray Investment Management LLC U Got Oil

  Media Partners:
ATMonitorhedge fund search Clear Path Analysis - Investing in Emerging Markets, North America Covestor CVCA Daily Dac Capital Hedge Eurekahedge Family Office Recruitment Forgotten Economy Fundpeak Global Banking Finance Review Hedge Connection Hedgeco.netHedge Fund Alert HedgeWeek HFObserver IAI ReviewIFC Review IntegriData Institutional real estate Inc Luxurise Communications Markets and Markets Milltrust ACM InsightPreqin  PrivateBanking.com Private Equity Wire Property Funds World Real Assets Adviser Realty 411 SATOSATO Timetric Wealth Adviser Wealth Management Value Walk
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