Family Office & Private Wealth Management Forum 2017 | Opal Group | 24 July 2017 | Newport, RI, United States

As Opal Group’s flagship event, The Family Office & Private Wealth Management 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 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.

Justin Rockefeller,
Global director of Family Offices and Foundations, Addepar, Co-Founder

Graig Norden,
President, Freewheel Marketing

Alfred E. Slanetz,
Ph.D., President & CEO, Geneius Biotechnology, Inc.

Michael Pompian,
Founder and CIO, Sunpointe Investments (MFO)

Thomas Frei,
Senior Partner, Akina Ltd.

Chad Naylor,
CEO and CIO, Naylor & Company Investments, LLC

TBA, Altegris Investments

TBA, Torray LLC

S. Michael Sury,
Chairman, INDORUS Holdings LLP (SFO)

Norm Champ,
Partner, Kirkland & Ellis LLP, former Director, SEC Division of Investment Management

Mustafa Saiyid,
Senior Financial Sector Expert, IMF

Axel Merk,
President & CIO, Merk Investments

Robert Borden,
Managing Partner and CIO, Delegate Advisors (MFO)

Alexander Kazan,
Managing Director, Emerging Markets Strategy & Comparative Analytics, Eurasia Group

John Rutledge,
Chief Investment Officer, Safanad Inc.

Aviva Pinto,
Director, Bronfman Rothschild (MFO)

Scott Smith,
President, Aquarius Equipment Finance, Inc.

John Hartzell,
Managing Partner, Milton Point Capital, LLC

Greg Branch,
CIO, SCIO Capital

TBA, RJ Oasis

Kirby Rosplock,
Founder, Tamarind Partners Inc.

Joseph Ehrlich,
Executive Vice President and Principal, Owens Group Insurance

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

Carolyn Greenspon,
Family Business Consultant, Relative Solutions LLC

Liesel Pritzker Simmons,
Co-Founder and Principal, Blue Haven Initiative (SFO)

Joseph Meyer Jr.,
President/Chief Investment Officer, Statim Holdings, Inc. (SFO)

Art Cooper,
COO, Cooper Family Office (SFO)

Luxury Sponsors:
American Airlines

Private Jet Sponsors:
NETJETS

Executive Sponsors:
akina
altegris
CAPALT
EVESTMENT
Naylor & Company INVESTMENT LLC.
Pepper Hamilton LLP.
TORRAY LLC.

General Sponsors:
3 Sister
AEF
AFS
ALPS
AON
CFG
DirectedCapital
FORESTER CAPITAL
HIGHLAND CAPITAL
JEWISH COMMUNAL FUND
KEIRETSU CAPITAL
MONROE CAPITAL
New Frontier
origins
Owens Group
PENDER CAPITAL
SARA
SCIO CAPITAL LLP.
U.S ENERGY 35 Years
VCFA GROUP

Exhibitor Sponsors:
CANALYST
ICA
J.P Morgan
Kennedy Capital Management
Miller Howard
MUFG
OFS CAPITAL
PRINCETON
REALITYSHARES