Family Office & Private Wealth Management Forum 2019 | Opal Group | 22 July 2019 | Gurney’s Newport Resort & Marina, Newport, RI, 1 Goat Island, Newport, RI 02840, USA

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.

Who Should Attend:
Academics Specializing in Family Businesses
Accountants
Alternative Lending Managers
Angel Investors
Asset Protection Specialists
Attorneys
Back Office Outsourcing Providers
Blockchain Specialist
Cannabis Managers
Consultants
Cryptocurrency managers
Donor Advised Funds
Emerging Managers
Endowments
Energy (oil, gas, cleantech) Managers
Equity Managers
ESG/SRI/ Impact Investment Managers
Estate Planners
Family Business Experts
Family Offices (Single and Multi)
Financial Planners
Fintech companies
Fixed income managers
Foundations
Fund of Funds
Hedge Funds
Insurance Companies
Long-Term Care Specialists
Luxury Companies — Private Jets, Automotive, Executive Car Service, etc.
Outsourced CIO/CFO
Philanthropy Specialists
Private Debt Managers
Private Equity
Real Asset Mangers
Real Estate Managers
RIAs
Risk Managers
Start-Up Companies
Succession and Generational Wealth Planners
Tax Efficient Portfolio Managers
Tax Planners
Trust Companies

2019 Speakers

Keynote Speakers:

Udonis Haslem
3-time NBA Champion, Captain, Power Forward, Miami Heat

Derrick Morgan
Active NFL Football Player/Impact Investor

Ovie Mughelli
MBA, NFL Pro Bowler, EcoAthlete, OMFGreen.org

Chris Chambers
CEO, Chambers Ventures, Former NFL, Pro-Bowl Receiver, Miami Dolphins

Antonio Davis
Former NBA All-Star, Toronto Raptors, Past President, NBA Players Association, Director of "Off The Court", NBA Player Transitions, Partner, bdhimpact

Asante Samuel
Former Patriots, Eagles & Falcons All-Pro Defensive Back/Social Entrepreneur

John Felker
Director, National Cybersecurity and Communications Integration Center, Department of Homeland Security

Rebecca Patterson
Managing Director, Chief Investment Officer, Bessemer Trust (MFO)

Anthony Scaramucci
Founder & Co-Managing Partner, Skybridge Capital, LLC

Eric Lorber
Director, Financial Integrity Network (FIN)

Daniel Hughes
Partner/Co-Founder, LOHAS Advisors

Speakers:

Juan Zarate
Chairman and Co-Founder, Financial Integrity Network (FIN)

Devin Anderson
Managing Director, Deutsche Bank

Ambassador Frank Wisner
International Affairs Advisor, Squire Patton Boggs (US) LLP

Richard Hokenson
Founder, Hokenson Demographics

Sebnem Kalemli-Ozcan
Neil Moskowitz Professor of Economics, University of Maryland

Matthew A. Mills
Principal, Sixty West, LLC

Jared Feldman
Partner and LeaderAnchin Private Client

Bob Williamson
Vice President, Battea - Class Action Services, LLC

Tegan Adams
CEO, New Maple Holdings

Steve Hagenbuckle
Founder and Managing Partner, TerraCap Management, LLC

Pamela Michaels
Senior VP, Asset Preservation Inc.

Lawrence Cohen
CPA, Partner-in-Charge of the Business Management and Family Office Group, Marks Paneth LLP

Sean Morris
Managing Director, Partner & Co-Investor Relations, CIM Group

Andy Mantel
Founder & CIO, Pacific Sun Advisors

Shawn Iadonato, Ph.D.
Chief Executive Officer, Kineta, Inc.

Lawrence (Larry) Rusoff
CFA, Managing Director, Performance Equity Management, LLC

Mike Hubbell
Managing Member, UrbanLuxe Homes

S. Michael Sury
Chairman, INDORUS Holdings LLP(SFO)/Lecturer in Finance,The University of Texas at Austin

Jennifer Leonard
Executive Director, Asset Manager Due Diligence, Cornerstone Capital Group

Kamil Homsi
Founder/CEO, GRC Investments Group

Ronen Schwartzman
Chief Investment Officer, Cooper Family Office

Ronald Bruder
Founder, Education For Employment

Greg Heuss
Co-Founder and Managing Partner, CounterPointe Ventures LLC

Claude Perrier
Harpswell Capital Advisors

Richard Rosenthal
Director, Business Development, Cboe Global Markets

Jeremy Swan
Managing Principal - Financial Sponsors & Financial Services Industry, CohnReznick

Bill Kennedy
Chief Investment Officer, Fieldpoint Private (MFO)

Benjie Tarbutton
VP Investor Relations, The Forestland Group, LLC

Jonathan Strimling
Chairman & CEO, CleanFiber

Geoff Davis
CEO & Managing Partner, Enoch Capital Partners

Michele Shauf
CMO, eVestment

Joshua Pukini
Co-Founder and Managing Partner, AB Capital

Kevin Matz
Partner, Stroock & Stroock & Lavan

Michael Pompian
Founder and CIO, Sunpointe Investments (MFO)

Justin Ort
CEO, Measure 8 Venture Partners

Michael Acton
CFA, Managing Director, Head of AEW Research, AEW Captial Management L.P.

Christopher Messer
Chief Technology Officer, Cortelligent

Caitlin Cameron
Chair and CEO, OtoNexus Medical Technologies Inc.

Richard Bloom
Partner, Mazars USA LLP

Lane Beene
Managing Partner, Pilot And Legacy Opportunity Fund, LLC

Shaheen Contractor
Research Associate - Environmental, Social and Governance, Bloomberg Intelligence

Tony Kolton
President & CEO, Regenerative Medical Solutions (RMS)

Mary Waiss
President, CEO, Precision Image Analysis

Michael Leitner
Managing Director, BlackRock

Jay Dawdy
President, Gryphon Strategies

Carlos Ochoa
General Partner, AI8 Ventures

Jon Trauben
Partner, Altitude Investment Management, LLC

Caroline Chiodo
Senior Vice President-Acquisitions & Development, Healthcare Trust of America, Inc.

W. Charles Campbell
Co-Managing Partner & Chief Executive Officer, Flagship Healthcare Properties, LLC

Elisabeth Préfontaine
Founder, Octonomics

William Corry
Founder and General Manager, Corry Capital Advisors, LLC

Thomas J. Handler, J.D., P.C.
Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP

Eric Stephenson
Director, Align Impact | Co-Chair, Cordes Foundation

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

Michael Schwamm
Partner, Duane Morris LLP

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

Brett Johnson
Founder/Partner, Fortuitous Partners

Ellen Israelson
VP Philanthropic Services, Jewish Communal Fund

Jeffrey Howard
Managing Partner, Salveo Capital

2019 Sponsors

DIAMOND SPONSOR:
• Deutsche Bank

PLATINUM SPONSOR:
• ALPHA CAPITAL PARTNERS

GOLD SPONSORS:
• CIM
• coretelligent
• EVESTMENT
• H.A.D.C
• HTA
• KINETA
• Pepper hamilton LLP
• Sprott
• TERRACAP
• WILKINSON

SILVER SPONSORS:
• 57Stars
• AB/CAPITAL
• AEW
• A/8 VENTURES
• ALTITUDE
• ANCHIN
• Andra Capital
• ASSET PRESERVATION
• Battea
• BLACKROCK
• Bloomberg
• CALUMET CAPITAL
• CFG
• Cboe
• CleanFiber
• CohnReznick
• Corry Capital Advisors
• COUNTERPOINTE
• DuaneMorris
• Ember Infrastructure
• enoch
• Federated
• FLAGSHIP
• FORTUITOUS
• GRYPHON STRATEGIES
• JEWISH COMMUNAL FUND
• KEIRETSU CAPITAL
• koine
• MARKS PANETH
• MAZARS
• measure eight
• New Maple
• OASIS
• toNEXUS
• OwensGroup
• PACIFIC SUN ADVISORS
• PERFORMANCE
• PIA
• Salveo
• SIXTY west
• SKYBRIDGE
• STROOCK
• THE FORESTLAND GROUOP
• U.S. ENERGY YEARS
• VAULT
• Ve Capital Management LLC.
• ZURICH

BRONZE SPONSORS:
• The 601W Companies
• alterDomus
• BMT
• BURGER KING
• CAPITAL
• Care.com HomePay
• Cherrytree Group
• Chicago Clearing
• Citizens
• EMPIRE
• FIRST REPUBLIC PRIVATE WEALTH MANAGEMENT
• GARNET
• GRAYSCALE
• Nirvana
• RIVER STONE
• ROCKBRIDGE
• ROCKIT SOLUTIONS
• Setanta
• ViewTrade
• WHEELS UP

REGATTA SPONSOR / HOSPITALITY LOUNGE SPONSOR:
• FINTRX
• CAMELBACK ODYSSEY TRAVEL

SUPPORTING ORGANIZATION:
• ADISA
• PORTFOLIOS WITH PURPOSE

MEDIA PARTNERS:
• ALPHA JOURNAL
• ASIA CEO COMMUNITY
• caprqasia.com
• Coinspeaker
• connext consulting
• CrowdReviews
• UPDATE THE CRYPTO
• EmergingMarkets.me
• Ethical Markets
• EUREKAHEDGE
• FORE MAGAZINE
• FINANCIAL POISE
• FINTRX
• THE FINTECH WAY
• FOCUSECONOMICS
• TheGRCBluebook
• Hedge Fund ALERT
• IntegriDATA
• INVESTORS BUSINESS DAILY
• The LandReport
• NAFAA
• ORBIS TERRA
• preqin
• Private BANKING
• SAVVY INVESTORS
• Scotsman Guide
• SmartMoneyMatch
• TalkMarkets
• tharawat magazine
• Tranio
• W