Opal's Finance Events
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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
 
November 7-9, 2011
Hyatt Vineyard Creek Hotel and Spa, Santa Rosa, CA
 
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)
 
  Conference Registration Prices:
 
Standard Registration - ($2895)

Approved Family Office Registration - (Complimentary)

Registration price reflects $100 online discount
 
Sponsorship, Exhibition & Speaking Opportunities
Call:
212-532-9898
Email: info@opalgroup.net
 
 
  Hotel Info:
 
Hyatt Vineyard Creek Hotel and Spa SOLD OUT
Santa Rosa, CA 95401
Tel: +1 707 284 1234
  Overflow Hotel Info:
Courtyard by Marriott Santa Rosa SOLD OUT
175 Railroad Street
Santa Rosa, CA 95401
 
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