Family Office & Private Wealth Management Forum West 2019 | Opal Group | 23 October 2019 | Marriott Hotel & Spa, 3425 Solano Ave, Napa, CA 94558, USA

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.

2019 Speakers

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

Antonio Davis
Former NBA All-Star/Past President of NBAPA (Player's Association), Active Impact Investor and Social Entrepreneur

Sheryl Grant
CEO, Sheryl Grant Enterprises, LLC

Devean George
Former NBA, 3X NBA Champion Los Angeles Lakers, CEO, George Group North and Building Blocks

Brent Wright
Former Professional Basketball, 9-time European Champion, Founder, B Wright Leadership Academy

Daniel S. Goldin
President, Cold Canyon AI, Former Administrator, NASA

Diana Ayton-Shenker
CEO & Founder, Global Momenta

Bill Angove
California State Manager & Senior Vice President, Asset Preservation, Inc. (API)

Susan R. Schoenfeld
CEO and Founder, Wealth Legacy Advisors LLC

Steven Van Houten
Chief Operating Officer & Chief Financial Officer, Rancon Group

John Troughton
Vice President, Brokerage, Kennedy Wilson

Tracy Gallegos
Partner, Duane Morris LLP

Gordon Short
Managing Director, GBX Group LLC

Kamil Homsi
Founder/CEO, GRC Investments Group (Dubai) (SFO)

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

Ricky Novak
Co-Managing Partner, The Strategic Group of Companies

Craig Philips
President, Kineta, Inc.

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

Stacey Boyd
Founder & CEO, Olivela

James Sowers
Executive Director, Sowers Family Investments (SFO) / Greater Good Society

John Krubski
Founding Director, Institute for Applied Decisional Sciences

Stephen Colavito, Jr.
Managing Director Chief Market Strategist, Lakeview Capital Partners

Jill Creager
Founder & CEO, Providence Family Offices (MFO) / iPaladin, LLC

Masika Mughelli
Executive Director/ Program Development, OMFGreen.org

Caitlin Cameron
Chair and CEO, OtoNexus Medical Technologies Inc.

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

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

Cian Desmond
AVP | Wilshire Alternatives Research, Wilshire Associates Incorporated

Joseph Ehrlich
President, Owens Group Insurance

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

Thomas J. Haug
CEO, Managing Member, Aspen Tree Advisory

Christopher Henderson
Chief Investment Officer, Myrtlewood Capital (SFO)

Richard Hokenson
Founder, Hokenson Demographics

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

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

Lyle Minton
Chief Investment Officer, Keel Point (MFO)

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

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

Elisabeth Préfontaine
Founder, Octonomics

Biff Pusey, Jr., JD
Partner, Kimble Advisory (MFO)

David Ranson
President, Directory of Research, HCWE & Co.

Paul Rabinovitch
Principal of Real Estate, New Island Capital (SFO)

Arthur Salzer
Chief Executive Officer & Chief Investment Officer, Northland Wealth Management (MFO)

Michael Ashley Schulman, CFA
Consultant, Managing Director, Partner, Senior Portfolio Manager, Hollencrest Capital Management (MFO)

Brian Sewell
Founder, Rockwell Capital Management (SFO)

Don Shannon
Director, StepStone Group

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

Phillip Vitale
Chief Executive Officer, Evolytical LLC

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

Chris Walters
Principal, Lighthouse Advisory

Meg Epstein
Founder + CEO, CA South

Bruce Mullen
President & CEO, Jusu Companies

Jerry Olynuk
Sr. Vice President & Portfolio Manager, Northland Wealth Management

Donald Plotsky
Co-Founder/Managing Member, Uinta Investment Partners, LLC

Patrick Briaud
Head of Impact Investing, Rockefeller Philanthropy Advisors, Inc.

Dory A. Wiley
President & CEO, Commerce Street Investments Management

Matthew Ricciardella
Managing Partner, Crystal View Capital

Douglas P. Harmon
Managing Director, Arden Credit Fund

Amy Brodsky
Founding Partner, Sky Partners, LLC

Mark Anderson
CEO, Pattern Computer

Nick Marrietti
Managing Director, Real Estate, Cresset Partners

Tal Schwartz
Founder & CEO, Actualize Capital

Pouya Taaghol, PhD
Chief Executive Officer & Founder, Big Data Federation, Inc.

Daisy Medici
Managing Director of Governance and Education, Genspring SunTrust Private Wealth (MFO)

2019 Sponsors

GOLD SPONSORS:
• Edly
• GBX Group
• Kineta
• The Wilkinson

SILVER SPONSORS:
• 500
• Actualize Capital
• Arden Credit Fund LLP
• Asset Preservation Incorporated
• CA South
• CIM
• Cresset Partners
• Crystal View Capital
• CommerceStreet
• DuaneMorris
• FirstQuant
• Ju SU Bar
• Keiretsu Capital
• Kennedy Wilson
• Owens Group Insurance
• Pattern Computer
• Rancon Group
• Salveo Capital
• Strategic Group of Companies
• TraDove

BRONZE SPONSORS:
• BMT
• Emerge Capital Management
• Federated
• Flagship
• Keystone National Group
• Mewbourne Oil Company
• OmniPad
• OwensGroup Insurance
• S2K
• Wheels UP

LUXURY SPONSOR:
• Europa Village

HOSPITALITY LOUND SPONSOR/SUPPORTING ORGANIZATION:
• Camelbck Odyssey Travel
• Adisa
• Portfolios With Purpose