Opal's Finance Events
Untitled Document
 
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 24-26, 2012
Napa Valley Marriott Hotel & Spa, Napa Valley, CA
Add The Family Office & Private Wealth Management Forum West To Your Outlook Calendar
 
Register Now for the Family Office & Private Wealth Forum - West
 
VIEW PAST AGENDA VIEW PAST CONFERENCE AGENDA
(as of 11-2-11)
  Conference Details:
 
As part of the Private Wealth Series, Opal Financial Group's annual Family Office/Private Wealth Management Forum West is set to explore the challenges and opportunities associated with investing in emerging markets, alternative investments, real estate, direct energy and numerous other asset types. Other topics being covered will include tax and regulatory issues, asset protection and fiduciary responsibilities of consultants/family offices/family members.

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 world's top vineyards while networking with their peers. Attendance is encouraged for family offices, multi-family offices, high net worth individuals and consultants (in an advisory role, with no fund raising intentions). Others who should attend include representatives of asset management firms, insurance companies, broker-dealers, law firms and service providers.

Please take 5 minutes to complete this investor psychology survey. Contribute to cutting edge behavioral finance research ( click here)
 
  Hotel Info:
     
Napa Valley Marriott Hotel & Spa
3425 Solano Avenue
Napa, CA 94558
Tel: 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.
 
European Family Office Winter Symposium 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 Rate
(expires 6/1/12)
Earlybird Rate
(expires 8/24/12)
Standard Rate
Attendees $2,495 $2,695 $,2995
*** Approved Family Office Complimentary
 
Register Now for the  Family Office & Private Wealth Management Forum West
 
Earlybird rate exipres on August 3, 2012
Registration price reflects $100 online discount.
*** Subject to Opal Financial Group's approval. Eligibility will be verified.
 
Sponsorship, Exhibition & Speaking Opportunities
Call:
212-532-9898 ext. 0
Email: info@opalgroup.net
 
  Title Sponsor:
 
Texas Coastal Energy
 
  General Sponsors:
 
Breakwater Family Wealth Report Fidelity Charitable Services IMC Asset Management Mick & Associates Vaughan Nelson Investment Management
 
  Media Sponsors:
 
Bvents.comDaily DacDeal Gate Family Office RecruitmentFamily Office ReviewFamily Wealth Report Financial VeritasForgotten Economy
 
  Untitled Document
 
 
 
 
 
Opal's education and networking conferences, events and summits
  Upcoming Conferences   |   Past Conferences   |   Register   |   Sponsor Info   |   Policies
  Recommend a Speaker   |   Info Request   |   Sponsor Info Request  |  Become a Media Partner
Copyright 2011 Opal Financial Group Inc. All Rights Reserved. FAQ's   |   About Us   |   Privacy Statement   |   Mailing List   |   Contact Us  |   Employment