Family Office & Private Wealth Management Forum 2024 | Opal Group | 22 July 2024 | Newport Harbor Island Resort, 1 Goat Island Rd, Newport, RI 02840, USA

As Opal Group’s flagship event, the 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 our Morning Harbor Excursion, where you'll have the opportunity to connect with fellow delegates, exchange ideas, and forge new friendships while enjoying the fresh sea breeze and panoramic views. 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, the forecast calls for fun, networking, and favorable prospects for preserving your family’s wealth.

This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices.

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

2024 Speakers

MODERATOR:

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

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

Richard Blair
Senior Vice President, Shepherd Kaplan (MFO)

Russell Deakin
CIO & Managing Partner, Aceana Group

Peter Murrugarra
Co-Founder, President, Inti Advisors

Mary D'Souza
CIO, Misha Investments

Jonathan Conrad
CEO & Founder, AdmieMobile LLC

PANELISTS:

Marina Margarucci
Partner, Marcum

Pierre duPont
Partner, Cerity Partners (MFO)

Erin Hulse
Founder & CEO, Deviate Consulting

Alan Baron
Managing Director, SS&C Technologies

Mat Sorensen
CEO, Directed Trust Company

Matthew Paine
Managing Director, LifeCap

Christopher Antonio
Founder & Chief Investment Officer, Dipsea Capital LLC

Randall Roth
CEO, Ooblix

David Shaffer
Managing Partner, WRC Advisors

Cameron Croy
Director, Walker & Dunlop

Chris Phillips
CFO, The Bainbridge Companies

Raj Sheth
CEO, Boardwalk Storage

Michael Terpin
CEO, Transform Capital (SFO)

Nick Neuman
CEO, Casa

Adam Michael Guren
Co-Founder & Chief Investment Officer, Hunting Hill Global Capital

David Kalk
Founder and CIO, Reflexive Capital Management

David Nage
Portfolio Manager, arca

Clark B. Briner
Founder & Principal, Revere Capital LLC

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

Dave Huey
Founder and CEO, Sound Capital

Tim Wickstrom
Managing Director, Panagram Structured Asset Management

William Doherty
CEO, Walton Global

Dr. Sylvia Earle
President & Chairman, Mission Blue

Dr. Alexander More
Leading Climate and Health Scientist and Economist

SPEAKERS:

Dan Meador
Head of Production & Business Development, Opal Group

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

Cosmo Jiang
Portfolio Manager, Pantera Capital

Tucker Bryan
Partner & Head of the US, Park Square Capital

Patrick McGuire
Vice President, Barclays

Salvatore Lupoli
CEO and Founder, Lupoli Companies

Mary Lupoli
Next-Gen, Lupoli Companies

Carol Pepper
Chief Executive Officer & Founder, Pepper International LLC (MFO)

Stephen Colavito
CIO, San Blas Securities LLC

General Mike Groen
Advisor-Board Member, Academy Securities

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

Barbara Doran
Emeritus Trustee, Finance Committee Member, Pennsylvania State University

2024 Sponsors

DIAMOND SPONSOR:
• Vertical Petroleum Industries

PLATINUM SPONSOR:
• Parking Vault

GOLD SPONSORS:
• Barclays
• FC Capital
• Greenflame Resources Inc.
• Lupoli Companies
• Pantera Capital
• Park Square Capital
• Stavis Wealth Transfer

SILVER SPONSORS:
• Aspire Residential
• Bainbridge
• Blue Mahoe Capital
• Boardwalk Development Group
• Casa
• Deviate Consulting
• Dipsea Capital, LLC
• Directed Custody
• Estate Barrels
• Fairfield-Maxwell
• Farm Together
• Hidden Star Equity Fund
• Hunting Hill Global Capital
• Jewish Communal Fund
• LifeCap
• Lumenai
• Marcum LLP
• Panagram
• Polaris Capital Management, LLC
• Revere Capital
• Schafer Cullen
• Silicon Valley Community Foundation
• Sound Capital
• SS&C
• Tiger Gene
• Walker & Dunlop
• Walton
• WRC Advisors, LLC

BRONZE SPONSORS:
• Anchin Private Client
• Archway Capital
• Canoo
• Cardinal Capital Group
• Dividend Assets Capital
• Foundation for Cultural Renewal
• Foundation Source
• Golden Eagle Strategies, LLC
• INKAS
• Ivy Asset Group
• Olympus Property
• Omega Systems
• Upgrade

ACTIVITY SPONSOR:
• East End Explorer