Family Office & Private Wealth Management Forum West 2022 | Opal Group | 19 October 2022 | Napa Valley Marriott Hotel & Spa, 3425 Solano Ave, Napa, CA 94558

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.

2022 Speakers

PRESENTERS:

Craig Philips
President, Kineta, Inc.

Mack Kolarich
VP of Assure Analytics, Assure

Dr. Martin E. Hellman
Member, US National Academy of Engineering, Professor Emeritus of Electrical Engineering, Stanford University

Allen Sukholitsky
Chief Investment Officer, MWC Group, a Masterworks Company

Alex Ripps
Senior Legal Counsel, Jeffrey M. Verdon Law Group, LLP

MODERATORS:

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

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

Tim Rafalovich
Senior Vice President of Private Equity, Wells Fargo

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

Eric M. Dansky, MBA
Senior Investment Officer, Cooper Family Office (SFO)

Kenneth Goodwin
Managing General Partner & Founder, Jeanensis Ventures

Joe McIntosh
Director, McIntosh Management LLC

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

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

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

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

Ron Botoff
Principal Consultant, Botoff Consulting

PANELISTS:

Dr. Kiron Skinner
Taube Professor of International Relations and Politics, School of Public Policy, Pepperdine University

Ann Lee
Advisor, Global Trust Group (MFO)

Sandip Bhagat
Chief Investment Officer, Whittier Trust Company (MFO)

Carol Pepper
Chief Executive Officer & 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

Trish Botoff
Managing Principal, Botoff Consulting, LLC

Tim Partridge
Managing Director, Altera

John Donovan
Managing Partner and Founder, Donovan Ventures Energy Asset Management

Maureen Keating
Senior Investment Associate, Art Finance, Yieldstreet

James Spann
Founder, Managing Partner, Boyd Street Ventures

Brynne Kennedy
Managing Partner and Co-Founder, BCP Ventures

Moran Bar-Kochva
Founder & Principal, Unison Capital

Aaron Berger
Chair, NEXUS Ambassador on Energy Innovation and Environment

Jeffrey T. Davis
Forestry Consultant, Jeff Davis and Associates LLC

Iva Kaufman
Founder, Iva Kaufman Associates

Nelson Chu
Founder & CEO, Percent

Shant Sood
Managing Partner, Sanctum Altriarch Investment Management

Christopher Lay
Co-Founder, Leonid Capital Management

Greg Hebner
Managing Director, Arixa Capital

Zach Resnick
Managing Partner, Unbounded Capital

Toney Morton
Chief Financial Officer, Redwood Apartment Neighborhoods

Neil McKinnon
President & CEO, Prana Investments

Neeraj Rama
Chief Investment Officer, Research & Development, CBCC | Rising Sun (SFO)

Ron Diamond
CEO, Diamond Wealth Strategies

Carl Ludwigson
Director of Manager Research, Bel Air Investment Advisors

Jacqueline Holmes
Founder & Chief Investment Officer, Midori Management (SFO)

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

Jim Hurd
Director, Hurd Family Office / Green Science Exchange

Quinn R. Stills
Managing Member, Palisades Investment Partners, LLC

Brian Dickerson
CEO, Equine Hemp Solutions

Jennifer Kenning
Chief Executive Officer, Align Impact

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

Chadd Evans CFA, CAIA
CEO, Altera

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

2022 Sponsors

GOLD SPONSORS:
• Assure
• Jeffrey M. Verdon
• Kineta
• MWC Group

SILVER SPONSORS:
• Altera Altriarch
• Arixa Capital
• BCP Ventures
• Boyd Street Ventures
• Crown Global Insurance Group
• Donovan Ventures
• Equine Hemp Solutions
• Leonid Capital Management
• Palisades Investment Partners
• Percent
• Redwood
• Sanctum Altriarch Investment Management
• The Sun Company
• Unbounded Capital
• Yieldstreet

BRONZE SPONSORS:
• Apex Group
• Ben
• REMTERRA
• Trellis

MEDIA PARTNERS:
• Alternative & Direct Investment Securities Association
• Alliance Magazine
• AlphaMaven
• ApiX-Drive
• BFSINxt.com
• CVCA
• The DI Wire
• Executive Global
• Family Office Association
• Family Office Magazine and Events
• GlobalRisk Community
• GRC
• Impact Wealth Magazine
• Industry Tech Insights
• IntegriDATA
• LDJ Capital
• Peer2Peer Finance News
• PRIVATEBANKING.COM
• Savvy Investor
• ShareNett
• SmartMoneyMatch
• The Soho Loft Media Group