Venue
Napa Valley Marriott
Napa Valley Marriott, 3425 Solano Ave, Napa, CA 94558, US

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Event Date Wed Oct 24 EDT - Fri Oct 26 EDT (about 6 years ago)
Location Napa Valley Marriott
3425 Solano Ave, Napa, CA 94558, US
Region Americas
Details

Come and join Opal Financial Group's Annual Family Office & Private Wealth Management Forum - West. Known for the fastest growing population of newly structured family offices in the world, Northern California is largely dominated by first and second-generation families from the Silicon Valley. Investment strategies such as Private Equity, Venture Capital, and Technology will be familiar themes throughout this conference. Investment managers and families will come together to discuss the foundations in which they built their wealth, and uncork the various investment strategies in which to keep their portfolios growing and plentiful. Additional hot topics such as impact investing, alternatives, and the trustee beneficiary relationship, will allow for delegates to sample a diverse blend of palatable subjects while networking amongst a top tier group of private wealth professionals.

Speakers

2018 Speaker

Todd Barnum
Chief Information Security Officer, GoPro, Inc.

Kyle Bass
Managing Partner, Hayman Capital Management, LP

Dr. Daniel Ellsberg
Author, The Doomsday Machine: Confessions of a Nuclear War Planner and The Pentagon Papers: The Secret History of the Vietnam War

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

Sponsors & Partners

2018 Sponsors and Partners:

LUXURY:
• American Airlines Business Extra
• Four Seasons
• Tedeschi
• Wheels Up

EXECUTIVE:
• Advisors Partners
• Altergris
• Cove Street Capital
• GBX Group
• Janus Henderson Investors
• JCJ Capital
• Pretium Partners

GENERAL SPONSORS:
• Arca Funds
• CIM
• Community Investments Management
• City National Bank
• Clough Capital Partners
• Cohen Goldstein Investment
• Cryptanalysis Capital
• Duane Morris
• Emergent
• Evestment
• FQS
• Hanson Bridgett
• Kennedy Capital Management
• Kineta
• Legion
• Neurberger Berman
• Owens Group
• Pacific
• PEG
• Portland
• Portland Seed Fund
• Prime Meridian
• Rockwell
• Shannon Waltchack
• Sixty West
• TriNet
• Walden Bridge Capital
• XA Investments

EXHIBITORS SPONSORS:
• BOM
• Cherrytree Group
• Lauberge de Sonoma
• ODG
• Wilkinson

HOSPITALITY LOUNGE SPONSOR:
• Camelback Odyssey Travel

ACTIVITY SPONSOR:
• Keiretsu Capital

SUPPORTING ORGANIZATION:
• Adisa

MEDIA PARTNERS:
• Alpha Journal
• Alpha week
• Ask a Lender
• Automated Trader
• Barclay Hedge
• CAIA Association
• CFI
• Crowd Reviews
• Updates The Crypto
• Coin Speaker
• The DI Wire
• Emerging Markets
• Ethical Markets
• Eureka Hedge
• Executive Global
• Family Office Elite
• Financial Poise
• Fintech Futures
• Fintrx
• Focus Economics
• Global Banking & Finance Review
• The GRC Bluebook
• Hedge Connection
• Hedge Fund Alert
• ICO Holder
• ICO Top
• Integri Data
• The Land Report
• Listing Help
• Orbis Terra Media
• Preqin
• Private Banking
• Private Wealth Association
• Savvy Investor
• Scotsman Guide
• Smart Money Match
• Tharawat Magazine
• What up in town
SUPPORTING ORGANIZATION:
• ADISA Alternative & Direct Investment Securities Association

MEDIA:
• Alpha Journal
• Alpha Week
• Ask a Lender
• Automated Trader
• Barclay Hedge
• CrowdReviews
• Executive Global
• Family Office Elite Magazine
• Fintech Futures
• Focus Economics
• Global Banking & Finance Review
• The GRC Bluebook
• IntegriDATA
• Hedge Connection
• Hedge Fund Alert
• Private Banking
• PWA Private Wealth Association
• Savvy Investor
• Scotsman Guide
• Smart Money Match