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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
Register Now for the Family Office & Private Wealth Forum - West
Family Office & Private Wealth Management Forum West VIEW CURRENT AGENDA
(Current as of 9-23-15)
  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.

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.*

  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.
  Keynote Speakers:

Congressman Eric Swalwell California's Fifteenth Congressional District
U.S. House of Representatives



R. James Woolsey

Chairman & CEO
Foundation for the
Defense of Democracies
Former Director of the CIA




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


View Speaker Biographies
  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
(expired 7/12/15)

Earlybird II Rate
(expired 9/11/15)

Standard Rate
Asset Managers & Service Providers $2,695 $2,895 $3,195
***Family Offices (Single/Multi), Endowment, Foundation, and Non-Discretionary Consultant
(subject to qualification)
Registration price reflects $100 online discount
Register Now for the Family Office & Private Wealth Management Forum - West
*** These 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
  Executive Sponsors:
Berkeley Research GroupGlobal X Kagin’s Preferred Capital Securities, LLC RealCrowd, Inc. Single Oak Ventures
  General Sponsors:
Baceline Investments, LLC Backstop Solutions Group Bradford Energy Capital, LLC CAF America Donor Advised Funds Carolina Financial Securities, LLC Cushing MLP Asset Management CrowdStreet Darc Matter Dipsea Capital, LLC Eagle Asset Management Epic Capital Management Inc. Financial Architects Partners Firsthand Technology Value Fund, Inc. Goldman Sachs GWG Life iFunding Inland Investment Advisors, Inc. (MFO) Inspirato LLC FIFTH ERA/Keiretsu Capital Monroe Capital LLC Naylor & Company Investments, LLC Pathfinder Parnters, LLC Pendo Systems Private Client Resources ScanlanKemperBard Companies Shinnecock Partners Shoreline Venture Management Timbervest Troon Pacific US Capital Partners Inc. Zurich
  Exhibitor Sponsors:
Altavest Aplomb Global Development Advisory Group Linblad Expeditions - National Geographic Sterling Foundation Management, LLC
  Media Partners:
Alpha Journal ATMonitor Hedge Fund Search BayPay ForumBloomberg BriefBusiness Portals Business PortalsClear Path AnalysisCVCA Eurekahedge Events in America Executive Global Global Banking & Finance Review (GBAF) Global Family Office Community Global Risk Community GRCBlueBook HedgeCo Hedge Connection Hedge Fund Alert International Alternative Investment Review (IAIR) IFC Review ILPA IntegriDATA LatinNews The Soho Loft Leebug Markets and Markets PitchBook Preqin The Soho Loft VC Experts The Soho Loft
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