Family Office & Private Wealth Management Forum 2023 | Opal Group | 10 July 2023 | Newport Harbor Island Resort, 1 Goat Island Rd, Newport, RI 02840, USA

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

2023 Speakers

INTERVIEWER:

Diana Ayton-Shenker
CEO & Founder, Global Momenta / Leonardo, Int’l Society of Art, Science, and Technology

PRESENTERS:

Dan Meador
Head of Production & Business Development, Opal Group

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

Craig Philips
President, Kineta, Inc.

Terry Hollan
Chief Executive Officer Officer, Life Investors Management Company

Geralyn Hurd
President & Co-Founder, K1X, Inc.

Joe Williams
Managing Partner and Cofounder, The Joe Williams Land Bank Fund, Keller Williams

Daniel Cohen
Co-Founder, Cohen Circle

Dan Long
Head of Venture Growth, Cohen Circle

Arvind Chari
CIO, Q India Corp

Dr. Cynthia Bamdad
CEO, Minerva Biotechnologies

John Bailey
Founder & CEO, Lumenai Investments

Whitney Kroenke Silverstein
Co-Founder, Playing for Change Foundation

Jake Groshong
CEO, Playing for Change Foundation

Stefan Petrella
Senior Vice President, Director of Business Development, Starkweather & Shepley Insurance

Kyle O’Neill
SVP, President of Private Client, Starkweather & Shepley Insurance

Kiley Prime
Vice President, Private Client, Starkweather & Shepley Insurance

MODERATORS:

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

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

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

Wendy Craft
Chief of Staff, Fulcrum Equities, LLC (SFO)

Peter Murrugarra
Managing Director, ClearVest Advisers, LLC

Mary D'Souza
CIO, Misha Investments

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

Aviva Pinto
Managing Director, Wealthspire Advisors (MFO)

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

Tim Rafalovich
Head of Private Equity Fund Investing Division, Wells Fargo

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

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

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

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

Diana Ayton-Shenker
CEO & Founder, Global Momenta / Leonardo, Int’l Society of Art, Science, and Technology

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

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

Sarah Hammer
Executive Director, The Wharton School

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

Richard Blair
Director, Alternatives, Shepherd Kaplan (MFO)

Wendy Craft
Chief of Staff, Fulcrum Equities, LLC (SFO)

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

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

PANELISTS:

Adrienne Harris, Superintendent, New York State Department of Financial Services

Cameron Dawson
Chief Investment Officer, NewEdge Wealth

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

Marina Margarucci, CPA
Principal, Marcum

Neill Reilly
Director of Business Development, SS&C Technologies

James Parker
Co-Founder, Leonid Capital Management

Al Mattera
Co-Founder, Warwick Capital Partners

Chadd Evans CFA, CAIA
Managing Partner & CIO, Overlay Capital

Hugh Tawney
Director, RiverRock Funds

Kristi Nootens
Managing Director, Co-Head, CP Capital US

Eliza Bailey
Managing Principal, CEO & CIO, Belay Investment Group

Stephen Malone
Director-Capital Markets, Alliance HP

Peng (Carnegie) Zhang
Director, Aurumverse Investment

Edward Kim CPA
Tax Partner, Anchin Private Client

Moran Bar-Kochva
Founder & Principal, Unison Capital

Michael Silberberg
Head of Investor Relations, Alt Tab Capital

Thejas Nalval
CIO & Co-Founder, Parataxis Capital Management

Himani Trivedi
Head of Structured Credit, Nuveen

Harvey Carmichael
Co-Founder & CEO, SLS Group

Ryan Craft
CEO, Saluda Grade

Anson Frericks
Co-Founder and President, Strive Asset Management

Ivy Jack
Senior Advisor, Tara Health Foundation

Ani Chahal Honan
Co-Founder, Yunity

Dan Magder
Managing Director, Center Creek Capital Group

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

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

Oliver Fratzscher
Chief Executive Officer, EM Leaders LLC

Sophia Swire
Founder & Chief Executive Officer, GEDI

Richard Zimmerman
Partner and Executive Director, WE Family Offices, Foundation House

Ingrid Kukuljan
Head of Impact & Sustainable Investing, Federated Hermes

Jeffrey T. Davis
Land Consultant, Jeff Davis & Associates LLC

Zainab Salbi
Co-Founder, Daughters for Earth

Ceasar N. Anquillare JP
Chairman & CEO and Co-Founder, Winchester Capital and WinStar

Aman Verjee
Co-Founder, Practical VC

John Donovan
Founder & Managing Partner, Donovan Ventures

Nicholas Stewart
Partner, Duane Morris LLP

Lauren Bonner
Managing Partner, MBM Capital

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

Douglas Andre
Chief Wealth Officer & Senior Family Office Counsel, Keel Point (MFO)

Billy Fox
Senior Vice President, MLG Capital

Devean George
3X NBA Champion Los Angeles Lakers, CEO of George Group North Development, Founder of the Building Blocks and George Modular Innovation Solutions

Stephane Lasme
Former NBA/Professional Basketball (European), Managing Director of STEDDE Capital

Bobby Okereke
NFL, 5th Year/NY Giants OLB/Stanford Graduate/Active Investor

Shawn Springs
13 year NFL/Pro-Bowl -Defensive Corner/Founder & CEO Windpact

Angella Goran
3X National Team Athlete/Record Breaking Indoor Cycling, Creator/Founder of “Perfect or Podium”/Founder and CEO of Tapango

Sumit Handa
Managing Director, Pennington Partners

Gordon Curtis
Executive Director & CIO, CI Investments (SFO)

Rosemary Sagar
Chief Investment Officer, Sagar Family Office

Ron Diamond
CEO, Diamond Wealth Strategies

Gib Dunham
Chief Investment Officer, Bridgeway Wealth Partners, LLC (MFO)

Joyce Sophia Xu
Founder & CEO, Joyce Xu Law

Alexandra Cohen
Director of Investor Relations, A.C.U Fund

Mark Peters, CFA
Managing Director, Pathstone (MFO)

Clayton Hagerman
Managing Partner & CEO, Gated Rentals GP, LLC

Erika Karp
Executive Managing Director, Chief Impact Officer, Pathstone (MFO)

Jonathan Abe
CEO, SunWealth

Sarah Chen-Spellings
Co-Founder & Managing Partner, Beyond The Billion (launched as The Billion Dollar Fund for Women)

Noam Inbar
Partner, Viola Fintech

Karl Andersen
Founder and CEO, Greenlight Group

Jennifer Lee
Director of Business Development, Give2Asia

Leslie Pine
Managing Partner, The Philanthropic Initiative (TPI)

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

Mark Jackson
Senior Quantum Evangelist, Quantinuum

Moran Bar-Kochva
Founder & Principal, Unison Capital

Mark Anderson
CEO, Pattern Computer, Inc.

Paul Travers
CEO, Vuzix Corp.

Dana Dornsife
Founder & Chief Mission and Strategy Officer, Lazarex Cancer Foundation

Eric Cioè Peña
VP of Global Health, Northwell Health

Jack Kalavritinos
Former Senior White House, FDA and HHS official, Two Administrations, Founder, JK Strategies Public Affairs, LLC

Jaap Haemers
Investment Manager, NLC The European Healthtech Venture Builder

Dr. Jane Goodall, DBE
Founder, Jane Goodall Institute, UN Messenger of Peace

Jack Moore
Managing Partner, Harpswell Advisors / Maine Health Investment Committee

Rosemary Sagar
Chief Investment Officer, Sagar Family Office

Ian Fichtenbaum
Founder and CEO, SpaceRig

James Parker
Co-Founder, Leonid Capital Management

John Stack
Senior Managing Director, Aerospace & Defense Investment Banking, B. Riley Securities

Ariel Ekblaw
CEO and Founder, Aurelia Institute

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

Eric Henderson
Chief Investment Officer, East Horizon Investments

Jim Seymour
Managing Partner, Pontefract Global Strategies, LLC

Susan R. Schoenfeld
Chief Executive Officer, Wealth Legacy Advisors LLC

Pierre duPont
Partner, Cerity Partners (MFO)

JoAnna Fellon, CPA
Partner, Marcum

Erika Karp
Executive Managing Director, Chief Impact Officer, Pathstone (MFO)

FACILITATOR:

Pierre duPont
Partner, Cerity Partners (MFO)

2023 Sponsors

GOLD SPONSORS:
• Cohen Circle
• Joe Williams Land Bank Fund
• K1x
• Kineta
• Life Investors Management Company
• Lumenai
• Minerva Biotechnologies
• Quantum Advisors
• Starkweather & Shepley

SILVER SPONSORS:
• A.C.U Fund
• Alliance HP
• Alt-Tab Capital
• Anchin Private Client
• Aurumverse Investment
• Belay Investment Group
• Center Creek Capital Group
• CP Capital
• Donovan Ventures
• Duane Morris
• Federated Hermes
• Gated Rentals
• Greenlight
• Joyce Xu Law
• United Country Real Estate | Jeff Davis and Associates, LLC
• JCF
• Leonid Capital Management
• Marcum
• MBM Capital
• MLG Capital
• King Baudouin Foundation United States | Give2Asia
• NLC
• Nuveen
• Overlay Capital
• Parataxis Capital Management
• Pattern Computer
• Practical Venture Capital
• RiverRock
• Saluda Grade
• SLS Group
• SS&C
• Strider Capital
• Strive
• Sunwealth
• Viola Growth | Viola Fintech
• Vuzix
• Warwick
• WinStar

BRONZE SPONSORS:
• Canopy Growth Corporation
• DF Capital Management
• Empire Valuation Consultants
• Formation Venture Engineering
• GulfStream
• Harlan Capital Partners
• J. Stern & Co.
• JVC Capital Partners
• Nasdaq
• Norton LifeLock Benefit Solutions
• PropDoc
• REMTERRA
• Walton
• Zomedica

AVIATION SPONSOR:
• Tradewind

ACTIVITY SPONSORS:
• Beyond The Billion
• Pasithea Therapeutics | Nasdaq KTTA