Family Office & Private Wealth Management Forum 2018 | Opal Group | 16 July 2018 | Gurney's Newport Resort and Marina, 1 Goat Island, Newport, RI 02840, US

As Opal Financial Group’s flagship event, The Family Office & Private Wealth Management Forum has become Opal’s largest family office event in the world. Known for its rich history and magnificent mansions, Newport, RI attracts thousands of delegates each year. The voyage begins with an annual Regatta Cup race, giving delegates an opportunity to find their inner competitor, and race across the harbor. In the course of three days, family offices, private investors, and investment managers navigate their way through the choppy waters of the past recession, while continuing to explore the best ways to map out their portfolios. With over 1000 delegates there is always an opportunity to meet potential clients. Discussions will cover a wide variety of investment topics including direct investing, impact investing, non-correlated assets, and many more. Come join us this July-- the forecast calls for fun, networking, and favorable prospects for preserving your family’s wealth.

2018 Speakers:

Chuck Baker
Co-Chair, Sports Industry Group, O'Melveny & Myers LLP

Jen Bawdenm
CEO, Bawden Family Office (SFO)

Richard Bloom
Partner, MAZARS USA LLP

Jolyne Caruso
Founder & CEO, The Alberleen Group and Alberleen Family Office Solutions

Shawn Castellanos
National Vice President Individual and Principal Giving, American Heart Association

Catherine Lee Clarke
Vice President & Senior Client Investment Advisor, Sentinel Trust Company (MFO)

Jonathan Conrad
Chairman, CEO & Founder, AdmieMobile, LLC

Skip Coomber, III
President, Coomber Family Estates (SFO) / Dragon Trust Family Office (SFO)

Art Cooper
COO, Cooper Family Office (SFO)

Howard Cooper
CEO, Cooper Family Office (SFO)

Mark Cooper
CFA, President & Senior Portfolio Manager, Pacific Ridge Capital Partners, LLC

Gordon Curtis
Director of Investments, CI Investments (SFO)

Brian DeLucia
Managing Partner, Arrivato LLC (SFO)

Julie DeMatteo
Managing Director, RJ OASIS

Ron Diamond
CEO, Diamond Wealth Strategies

Joe DiPasquale
CEO, Bitbull Capital

Joseph Ehrlich
Executive Vice President, Owens Group

Jide Famuagun
Chief Executive Officer, Alpha Capital Partners

David Feldman
Partner, Duane Morris LLP

Ken Fishkin
Director, CohnReznick

Richard Fitzburgh
Senior Vice President - Financial Adviser - Consulting Group, RBC Wealth Management

Jason Fooks
Vice President of Investor Relations & Marketing, Safety, Income & Growth, Inc.

Lonnie Geinger
CEO, The Wilkinson Corporation / Gienger Family Office (SFO)

Steven Hagenbuckle
Founder, Managing Partner, TerraCap Management, LLC

Thomas Handler
Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP

Sherri Haskell
Founder, CannaAngels LLC

Mike Hubbell
CEO, Portland Development Group Investments

Ellen Israelson
VP of Philanthropic Services & CMO, Jewish Communal Fund

Walter Jackson
Portfolio Manager, Onex Credit

Eric Kaufman
Managing Partner & Portfolio Manager, VE Capital Management, LLC

Sean Keegan
CEO, Digital Asset Strategies

Ken Kimmell
President, Union of Concerned Scientists

Russ Krivor
Partner, DLC Residential

Abigail Laufer
CIO, Ferguson Family Office (SFO)

Jonathan Lewis
Managing Partner, JLJ Capital

Linda Mack
President and Founder, Mack International, LLC

Richard Marker
Co-Principal, Wise Philanthropy; Faculty Co-Director, University of Pennsylvania’s Center for High Impact Philanthropy

Joanne Marlowe
Founder and Chief Executive Officer, UFT Commercial Finance, LLC

Trevor Marshall
Chief Revenue Officer, FutureVault Inc.

Nathan McDonald
Managing Partner and CEO, Keiretsu Capital

Mihir Meswani
Senior Portfolio Manager - Hedge Fund Advisory, Deutsche Bank

Joseph A. Meyer, Jr.
President, Statim Holdings, Inc., General Partner, Arjun LP

Bryan Mick
President, Mick|Law P.C. LLO

Jennifer Miller
Assistant Professor, NYU School of Medicine, Executive Director & Founder, Bioethics International

Brad Morse
President & Portfolio Manager, Morse Energy Capital Partners

Gene Munster
Managing Partner and Co-Founder, Loup Ventures

Christopher Nolte
President, Marcus Investments (SFO)

William C. Nystrom
Partner, Nystrom Beckman & Paris LLP

Craig Packer
Co-Founder, Owl Rock Capital Partners

M.K. Palmore
CISM, CISSP, Assistant Special Agent in Charge, Federal Bureau of Investigation

Michael Paris
Partner, Nystrom Beckman & Paris LLP

Diane Pedreira
Director of Sales Operations, FutureVault Inc.

Carol Pepper
CEO & Founder, Pepper International LLC (MFO)

Christopher Phillips
CEO, Aristo Mineral Investments

Aviva Pinto, Director
Bronfman Rothschild (MFO)

Michael Pompian
Founder and CIO, Sunpointe Investments (MFO)

Biff Pusey
Senior Wealth Advisor & Portfolio Manager, Keel Point (MFO)

Mark Renz
Chief Investment Officer, Socius Family Office (MFO)

Josh Roach
Managing Partner and Family Principal, Lloyd Capital Partners (SFO)

April Rudin
Founder, The Rudin Group

Susan R. Schoenfeld
CEO and Founder, Wealth Legacy Advisors LLC

Shahryar Shaghagi
National Leader of Cybersecurity, CohnReznick LLP

Mitch Siegler
Senior Managing Director, PathFinder Partners, LLC

Mark Sims
VP of Business Development, Captive Alternatives, LLC

John Sitilides
Principal, Trilogy Advisors LLC

Brian Smiga
Partner, Alpha Venture Partners / Pritzker Group Venture Capital (SFO)

Scott Smith
Partner, Hanson Bridgett LLP

Joseph Thomson
CEO & President, Pace Securities

Harper Tucker
Chair of Financial and Legal Innovation, ForbesBooks

DJ Van Keuren
VP of Family Office Capital, Hayman Family Office (SFO)

Michael Wagner
Director of Fixed Income, Tolleson Wealth Management (MFO)

David Weiss
Chief Investment Officer, Rebel Rebel Capital (SFO)

Michael Williams
Director- Investor Relations, Sixty West LLC

Richard Zimmerman
Advisor, WE Family Offices (MFO)

TBA
Anchin

TBA
eVestment

TBA
Fallbrook Companies

TBA
Katten Muchin

TBA
Keiretsu Capital

TBA
Mazars USA LLP

TBA
Pepper Hamilton LLP

TBA
RockIt Solutions

TBA
Stratifi

TBA
Swan Global Investments

TBA
TriNet HR III, Inc.

TBA
Unigestion

2018 Sponsors and Partners:

TITLE:
• UFT Commercial Finance LLC

LUXURY:
• American Airlines Business Extra

EXECUTIVE:
• CapAlt
• Pacific Ridge

GENERAL:
• Cohn Reznick
• Sixty West
• VE Capital Management LLC

EXHIBITORS:
• Empire Valuation Consultants
• Wilkinson

SUPPORTING:
• ADISA Alternative & Direct Investment Securities Association

MEDIA:
• Alpha Journal
• Alphaweek
• Ask a Lender
• Automated Trader
• Barclay Hedge
• Boston Family Office Consultants
• CaproAsia Online
• Clear Path Analysis
• Crowd Reviews
• Eurekahedge
• Executive Global
• Family Office Elite Magazine
• Fintrx
• FLAIA
• Focus Economics
• FON Family Office Networks
• Global Banking & Finance Review
• COmmunity
• TheGRCBluebook
• Hedge Connection
• Hedge Fund Alert
• IntegriDATA
• Investor's Business Daily
• The Land Report
• Peer2Peer Finance News
• Preqin
• Private Banking
• PWA Private Wealth Association
• Savvy Investor
• Scotsman Guide
• Smart Money Match
• WSO