Family Office & Private Wealth Management Forum 2022 | Opal Group | 18 July 2022 | Gurney's Newport Resort & Marina, 1 Goat Island, Newport, RI 02840, USA

This 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.

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

2022 Speakers

Michael Pompian
Founder and Chief Investment Officer, Sunpointe Investments (MFO)

Andy Marrone
SVP Capital Markets, EcoVest Capital

Craig Philips
President, Kineta, Inc.

Dr. Andrew Holman
Co-Founder & CEO, Inmedix, Inc.

Allen Sukholitsky, CFA
Chief Investment Officer, MWC Capital Group

James Rosebush
Chief Executive Officer, Intersection Impact Fund/The Wealth and Family Office Management Group (MFO)

Peter Bookman
Founder & Chief Executive Officer, guardDog

Robert Jafek
Principal, Boomerang Capital Partners

David Nielson
Director - Lending, Boomerang Capital Partners

Chris Rossi
Troutman Pepper

Vince Munno
President & CEO, Universal Financial Consultants

Brad Hart
Founder, Make More Marbles

Tracy Deforge
CEO and Founder, The Players' Impact

Lonie Paxton
3x SuperBowl Champion, New England Patriots, CEO, Kindhumans

Iva Kaufman
Founder, Iva Kaufman Associates

PANELISTS:

Stephen Colavito, Jr.
Chief Investment Officer, Perigon Wealth Management

Paul Thanos
Director, Office of Finance and Insurance Industries, U.S. Department of Commerce

Ambassador Paula J. Dobriansky
Senior Fellow, Harvard University JFK Belfer Center for Science and International Affairs; Vice Chair of the Scowcroft Center for Strategy and Security, Atlantic Council

Thomas Wiese
President of Institutional Solutions, Crown Global Insurance Group LLC

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

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

Tim Partridge
Managing Director, Altera

Robert McGregor
Co-Founder and Managing Partner, Coromandel Capital

Mark Volosov
CEO, Sage Residential Management LLC

Peter Early
Partner, Exos Financial

Joe Orsini
Director of Research, Eaglebrook Advisors

Dillon Lorda
Senior Portfolio Manager, AEW Capital Management, L.P.

Greg Friedman
CEO, Peachtree Hotel Group

Paul Odland
CEO & Founder, Belveron Partners

Cameron Gunter
Founder & CEO, PEG Capital Partners

Dean D’Angelo
Partner and Co-Portfolio Manager, Stellus Capital Management

Zack Ellison, CFA, CAIA
Managing Director & CIO, A.R.I. Venture Debt Opportunities Fund

Heston Nielson
Principal, Keystone National Group, LLC

Adam Crum
CEO, Valaurum

Himani Trivedi
Head of CLOs, Nuveen

Marcel Kasumovich
Head of Research, One River Digital Asset Management

Nico Cordeiro
CIO, Strix Leviathan

Phil J. Bonello
CIO, Plaintext Capital

Jennifer Murphy
CEO & Founder, Runa Digital Assets

Bri Trypuc
Executive Director, Robert Kerr Foundation, Trypuc Philanthropic Office

Sophia Swire
Founder & CEO, GEDI

Daniel Puder
MMA Champion/Founder of My Life/My Power, Transformational Tech Academy

Former Senator Steve Smith
American Federation for Children, Arizona State Senator, District 11

Monica Morton
President, Investigator, Consultant, K.N.O.W. LLC

Peter Murrugarra
Head of Manager Due Diligence, ClearVest LLC

David Grasso
CEO, Bold TV

Ashley Ramirez
Partner, Halogen Ventures

Jim Seymour
Managing Partner, Pontefract Global Strategies, LLC

John Trammell
Managing Director, Symphony Financial Partners

Paul Homsy
Senior Advisor, Forbes Family Trust

Paul Kang
President/CIO, Member of the Investment Committee, AltaCap (SFO)

Lina Constantinovici
Founder, Innovation 4.4

David Hamilton Nichols
Private Investor

Dail St. Claire
Director, Chairman, Finance Committee, St. Claire Consultants

Christopher Abbate
Managing Director, Riverstone Holdings LLC

Joley Michaelson
CEO, The Sun Company

Senofer Mendoza
Founder and General Partner, Mendoza Ventures

Jeff Thompson
Partner, ATX Venture Partners

James Spann
Founder, Managing Partner, Boyd Street Ventures

Eric Thomassian
Senior Director, EquityZen

Anthony Nanula
Chief Investment Officer, Sinatra & Company Real Estate, Sinatra & Company Real Estate

Abe Schlisselfeld
Senior Managing Director, CBIZ Marks Paneth

Alan Solon
Chairman and CEO, EcoVest Capital, Inc.

Dikembe Mutombo
18-year NBA, Hall of Fame, Founding Partner of NUE Capital, Global Humanitarian, NBA Africa and NUE Mining

Warrick Dunn
3X NFL All-Pro Running Back, Founder of Homes of Holiday and Warrick Dunn Charities (WDC), 2019 Muhammed Ali Legacy Award Recipient

Rashad Evans
UFC Hall of Fame inductee, Former Light Heavyweight Champ, current ESPN analyst, Co-founder, Umbo

Clark Cheng, CFA, FRM, CAIA
Chief Executive Officer and Chief Investment Officer, Merrimac Corp. (SFO)

Howard Cooper
Chief Executive Officer, Cooper Family Office (SFO)

Brian DeLucia
Managing Partner, Arrivato LLC (SFO)

Adil Hasan
Director, Real Estate, Yieldstreet

Nelson Chu
Founder & CEO, Percent

Anthony J. Annino
Chief Executive Officer, RiverRock Funds, LLC

Alejandro Levy
USA & International Family Office Consultant, InvestX Capital Ltd.

Mark Simmer
Managing Partner, CIO, Clear Haven Capital Management

Dan Katz
Co-Founder, Amberwave Partners

Jennifer Kenning
CEO & Co-Founder, Align Impact

Eugenio Briales
VP of Capital Markets, Justly

Wright Steenrod
Partner, Iriba Capital

Amir Jafri
CEO, Immunicom, Inc.

Joanne Florino
Vice President of Philanthropic Services, Philanthropy Roundtable

Ellen Israelson
VP Philanthropic Services, CMO, Jewish Communal Fund

Mina Lu
CEO, Victoria Siegel Foundation

Mark Jackson
Quantum Evangelist, Cambridge Quantum Computing

Zai Ortiz
Creator. Entrepreneur. Innovator, ZAI

Mark Anderson
CEO, Pattern Computer

Chris Yetter
Founder and Portfolio Manager, Dumont Global

G. Ryan Ansin
Co-Founder, Revolutionary Farms

Tiby Erdely
Founding Partner, KEY Investment Partners

Danielle Leone
Managing Partner, PrivateCapIntel

Del Jolly
Former Outreach Director for Decrim Denver Psilocybin Initiative, Co-founder, Unlimited Sciences & Umbo

David Marks
Partner, Waller Lansden Dortch & Davis LLP

Dr. Roxanna Namavar
DO, Healthcare and Biotechnology Advisor, Cooper Family Office

David Hendren
Partner and Senior Advisor, Novastone Capital Advisors (SFO)

Bruce Mackler
CEO, Ethicann Pharmaceuticals

Anna Dayn
Managing Partner, New End

Richard Blair
Director, Alternatives, Shepherd Kaplan (MFO)

Dennis Crowley
President Private Markets, Trellis Software

David Thomas
Chief Executive Officer, Founder & Senior Investment Management Consultant, Equitas Capital Advisors

Robert Maroney
Founder and Managing Member, Engineers Gate Investments LLC (SFO)

Susan R. Schoenfeld, JD, LL.M. Tax, CPA, MBA
CEO/ Founder, Wealth Legacy Advisors LLC

Pierre duPont
Partner, Cerity Partners (MFO)

MODERATORS:

Dr. Alexandra Cook, CPA, CGMA, CFF, FAIA
Managing Member, Sunburst Ventures Florida (SFO)

Ronen Schwartzman
Chief Investment Officer, Cooper Family Office (SFO)

William Lappas
Managing Director, Woodbridge Capital Partners LLC (SFO)

Biff Pusey, Jr.
Member, CrossGrain Family Investments

Sarah Hammer
Managing Director, Initiative on Diversity & Inclusion, The Wharton School

Thomas Haug
Chief Executive Officer, Managing Member, Aspen Tree Advisory

Tami Kesselman
Impact Strategist & Executive Coach, Next Gen Success LLC

Kamil Homsi
Founder & Chief Executive Officer, GRC Investment Group (Dubai) (SFO)

Laurie Lane-Zucker
Founder & Chief Executive Officer, Impact Entrepreneur, LLC

Tim Rafalovich
Senior Vice President of Private Equity, Wells Fargo

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

Daniel Hughes
Founder/Co-creator of Athletes Influence, Partner, LOHAS Advisors

Richard Marker
Co-Director/Founder, UPenn High Impact Funder Academy, Founder, Institute for Wise Philanthropy

Samira Salman
Chief Operating Officer, Heathside Ventures (SFO)

Adi Divgi
President & Chief Investment Officer, EA GLOBAL LLC

Abigail Laufer
Chief Executive Officer, Ferguson Family Office (SFO)

Brandon Laughren
Chief Investment Officer, The Laughren Group (SFO)

James Leach
President, Leach Family Holdings (SFO), Rhode Island PBS Foundation

2022 Sponsors

PLATINUM SPONSORS:
• GuardDog
• Inmedix

GOLD SPONSORS:
• Boomerang Capital Partners
• Ecovest Capital
• Force Family Office
• Ideanomics
• Kineta
• MWC Group
• UFC Universal

SILVER SPONSORS:
• Absolute Investment Advisers
• AEW
• Altera
• Amberwave
• ARI
• ATX
• Belveron Partners
• Boyd Street Ventures
• CBIZ
• Clear Haven
• Coromandel Capital
• Crown Global
• Dumont Global
• Eaglebrook Advisors
• Ethican Pharmaceuticals
• Exos
• Immunicom
• Iriba Capital
• InvestX
• Jewish Communal Fund
• Justly
• KEY
• Keystone
• Mendoza Ventures
• Nuveen
• OneRiver Digital
• Pattern Computer
• Peachtree Hotel Group
• PEG
• Percent
• Philantrophy Roundtable
• Plaintext Capital
• RCP
• Riverrock
• RUNA
• Sinatra & Co
• SROA Capital
• Stellus Capital Management
• Strix Leviathan
• Symphony Financial Partners
• The Sun Company
• Three Chord
• Transformational Technologies Academy
• Troutman Pepper
• Valaurum
• Waller
• Yieldstreet

BRONZE SPONSORS:
• AKRAM
• Apollo
• Ben
• Capitala
• Elevation
• Federated Hermes
• Focus Automated Equities
• Interactive Brokers
• LPRD
• Mirador
• MLG Capital
• Orix
• Peak Rock Capital
• Qdeck
• Republic
• The William Garren Group
• Trellis
• Vuzix

ACTIVITY SPONSORS:
• Boomerang Capital Partners
• Generus