Family Office & Private Wealth Management Forum West

Napa , United States

약 Family Office & Private Wealth Management Forum West

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.

연사

Kyle Bass
Managing Partner, Hayman Capital Management, LP
Todd Barnum
Chief Information Security Officer, GoPro, Inc.
Dr. Daniel Ellsberg
Author, The Doomsday Machine: Confessions of a Nuclear War Planner and The Pentagon Papers: The Secret History of the Vietnam War

비망록

6:00pm

Official Welcome Reception

Join us to kick off this year’s event with fellow industry professionals for refreshments and hors d’oeuvres.

8:00am

Exhibit Set-Up / Registration / Information Desk Opens

All confirmed pre-registered delegates must approach the Registration Desk to check in and pick up conference badges. Business Cards are required to retrieve badges.

 

8:00am

Hospitality Lounge Open

Sponsored by:
Camelback Odyssey Travel

 

8:30am

Networking Continental Breakfast in Exhibit Hall

Sponsored by:
Janus Henderson Investors

 

9:00am

Opening Remarks

 

9:15am

The Modern Day Family Office: How to Properly Structure & Select Resources That Fit Your Family’s Needs

  • Understanding your clients
  • Infrastructure
  • Risk Management
  • Human Capital
  • Wealth Transfer
  • Technology
  • Family Dynamics
  • Complexity
  • Trends
  • What do you see as the most innovative change in your industry that can impact family offices in the next 5-10 years?
  • Moderator
  • Biff Pusey, Senior Wealth Advisor & Portfolio Manager, Keel Point (MFO)
  • Panelists
  • Thomas Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP
  • Joseph Ehrlich, Executive Vice President, Owens Group
  • Rhona Vogel, CEO & Founder, Vogel Consulting (MFO)
  • Kristin Anderson, SPHR, Director, Human Capital Services, TriNet

 

10:15am

Social Investing: Building Systems that Attract Investors

  • Critical Steps to Create an Effective Investing Strategy
  • When do the big trends and solutions become additive and generate “alpha”?
  • Increased interest in community investing?
  • Investors want to see that their impact is making a real difference for working people. How do you achieve that?
  • What Will It Take to Get to Scale?
  • Dos and Don’ts for Social Entrepreneurs Seeking Funding
  • Theme-Specific Investments?
  • Hidden Risks and the Importance of Fund Level Due Diligence
  • Designing unique investment programs for high-net-worth clientele
  • Tax consequences of investment actions.
  • Moderator
  • Abigail Laufer, CEO, Ferguson Family Office (SFO)
  • Panelists
  • Douglas Evans, Senior Managing Director, Abbot Downing (MFO)
  • Craig Philips, President, Kineta

 

11:00am

Networking Refreshment Break in Exhibit Hall

Sponsored by:
Cove Street Capital

 

11:20am

Navigating the World of Rising Rates

Nick Maroutsos, Co-Head of Global Bonds, Janus Henderson Investors

 

11:40am

Single-Family Rental: A Real Estate Strategy Coming of Age
An overview of the Single-Family Rental investment strategy and opportunity

  1. Michael Johnson, Senior Managing Director, Pretium Partners

 

12:00pm

Historical Guide to Missing the Next Downturn

Jeffrey Bronchick, CFA, Principal, Portfolio Manager, Cove Street Capital

12:20pm

Investing in Cannabis Through the Private Markets

Matthew Osborne, CIO, Artivest

 

12:40pm

Keynote Presentation

Cyber Security Risks and Leadership

Abstract: An examination of ongoing and emerging threats in the Cyber Security Threat Landscape and the role leadership will play in strengthening an enterprise to ensure cyber resiliency as espoused by the leader of the FBI’s Silicon Valley cyber security branch. The discussion will be supported by current trend and case examination. Additionally, guidelines and principles of leadership in the realm of information security will be proffered for consumption and use.

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

1:10pm

Networking Luncheon

Sponsored by:
Pretium Partners

 

2:30pm

With the infrastructure debt market becoming increasingly competitive and with the arrange of new market participants entering the asset class in response to low yields on offers, from traditional fixed income investments. We will explore some of the increasing focus on the real estate debt market and direct lending components of this asset class. The middle-market direct lending space has become increasingly competitive with large volumes of capital raised by new and existing market participants entering the asset class, across both Fund and SMA structures, making the ability to deploy capital a vital component of a Fund’s strategy.

Moderator

Don Shannon, Director, StepStone Group

Panelists

Garret Bjorkman, VP of Portfolio Oversight, CIM Group

Jeremy Todd, Head of Capital Markets, Prime Meridian Capital Management, LLC

Mark Hanf, President and CEO, Pacific Private Money Inc.

 

3:30pm

We will address crucial topics such as factors in determining the allocation to PE/VC, how to select fund managers, trends and terms, the role of co-investments/rights and family office participation, the competitive environment, pockets of incredible opportunity, the industry prognosis for 2018 and beyond and end with best-in-class PE/VC strategies.

  • Why invest in Private Equity and Venture Capital, the upside
  • Lessons learned in Private Equity and Venture Capital, the downside
  • Trends, terms and a market update in Private Equity and Venture Capital
  • How to choose a good Private Equity and Venture Capital manager
  • Advanced topics on Private Equity and Venture Capital
  • Moderator
  • Tim Rafalovich, Senior Vice President, Wells Fargo, Alternative Equity Investor
  • Panelists
  • Scott C. Smith, Partner, Hanson Bridgett LLP
  • Austin Walne, Partner, ARTIS Ventures
  • Jim Byrd, Chairman & CEO, Legion Capital Corporation
  • Elizabeth Edwards, General Partner, H Venture Partners

 

4:30pm

Moderator

Nathan McDonald, Managing Partner and CEO, Keiretsu Capital

Panelists

Caitlin Cameron,Chair and CEO, OtoNexus Medical Technologies Inc

Randy Williams, Founder & CEO, Keiretsu Forum

Oded Malky, CEO, SHM Controls Inc

Lawrence Griffith, Chief Digital Officer, TouchJet

 

5:15pm

Networking Cocktail Reception in Exhibit Hall

Join us and unwind with fellow industry professionals for refreshments during our last networking break of the day.

Sponsored by:
Altegris Investments

Wine Sponsor:
Tedeschi Family Winery

 

6:15pm

Keiretsu Capital’s Innovation Showcase Scotch Pitch

7:30am

Networking Continental Breakfast in Exhibit Hall

Sponsored by:
Advisor Partners

 

7:30am

Registration/Information Desk Opens

All confirmed pre-registered delegates must approach the Registration Desk to check in and pick up conference badges. Business Cards are required to retrieve badges.

 

7:30am

Hospitality Lounge Open

Sponsored by:
Camelback Odyssey Travel

 

7:30am

Private Closed Session for Family Offices (Family Offices ONLY)

TOPIC
The Perils, Pitfalls and Opportunities in Direct Investing for Families

This private, closed-door session is designed exclusively for foundations, family offices, multi-family offices, non-discretionary consultants and accredited high-net worth individuals. Opal is committed to enhancing experiences and interaction for Families and Family Offices and is consequently dedicating an extended session to them. Peer-to-peer conversation on key issues for participants, which will depend on interest, and may include: Participants are expected to share experiences, thoughts, concerns, challenges, and solutions in a private peer exchange setting. The session will be a facilitated, interactive, dynamic conversation among the participants.

No Managers or Service Providers will be allowed in the session, no exceptions.

Facilitator

Biff Pusey, Senior Wealth Advisor & Portfolio Manager, Keel Point (MFO)

 

8:30am

Opening Remarks

 

8:40am

Generating and Monetizing Tax Incentives through Historic Preservation and Rehabilitation

Gordon Short, Managing Director, GBX Group LLC

9:00am

Moderator

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

Panelists

Jameson Haslam, Partner, Peg Capital Partners

Mike Hubbell, Managing Member, Portland Development Group Investments

Adrian Goldstein, Principal & Founder, CGI Strategies

  1. Michael Bennett, Senior Managing Director, Cadence Capital Partners

Tim Blair, Partner, Shannon Waltchack, LLC

 

10:15am

Moderator

Grant Puleo, Partner, Duane Morris LLP

Panelists

Michael Williams, Director, Sixty West, LLC

Sasha Bernier, Senior VP/Investment Committee, Cheltenham Investments (SFO)

Paul Krsek, Managing Member, 5T Wealth, LLC (MFO)

Michael Green, CEO, Virtu Investments

 

11:00am

Networking Refreshment Break

Sponsored by:
Voorthuizen Village and Farm

 

11:20am

  • Exploring the Role of Alternatives in Impact Investing
  • Measuring Social Impact with Big Data Analytics
  • How can Big Data innovate Impact Investing?
  • Top 5 Challenges in Impact Investing Projects
  • ROI strategies for impact investments
  • Breaking Down ESG/SRI Strategies
  • Moderator
  • Tami Kesselman, Founder & Chief Strategist, Aligned Investing Global
  • Panelists
  • Christa Maxwell, CFA, CIPM, Director of Business Development, Kennedy Capital Management, Inc.
  • Carolyn Weiss, CFO & Treasurer, New York Community Trust
  • Jim Huston, Managing Director, Portland Seed Fund
  • Shawn Quinn, Vice President, Wilshire Private Markets

 

12:20pm

Getting a safe return in Real Estate in 2019 using debt funds.
It’s not just debt.
It’s not just Real Estate.
It’s not just safe.
It’s all these things.

Jonathan Lewis, Managing Partner, JLJ Capital

 

12:40pm

Socially Responsible Portfolios: Do Your Investments Align with Your Values?

Rahul Agrawal, Chief Investment Officer, Equities, Advisor Partners

 

1:00pm

Networking Luncheon

Sponsored by:
JLJ Capital

 

2:30pm

Keynote Presentation

Demystifying Cybersecurity for the Wealth Management Community

Todd Barnum, Chief Information Security Officer, GoPro, Inc.

 

3:00pm

Tracking the Smart Money: Family Office CIO Roundtable:

This panel will be a discussion of USA/Domestic family office CIOs looking at where they think the smart money is being invested and the strategies they see being the best fits for investors in not only today’s markets but also moving forward. We will go over the areas of how to access deal flow in the USA and what the perils, pitfalls and opportunities are for family offices.

Moderator

Brian Smiga, Partner, Alpha Venture Partners/Pritzker Group Venture Capital

Panelists

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

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

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

David Robb, Managing Director, Frontier Group (SFO)

 

4:00pm

Portfolio Harmony: Balancing Your Asset Allocation and Portfolio Construction While Managing Risk to Maximize Investment Returns

  • Risk? What Risk?” Risk is more than volatility.
  • Net under the High Wire?” Protecting portfolios against volatility.
  • No, Wait, I Can MAKE Trading?” Investing in volatility.
  • Prognosis for markets, near and longer-term.
  • Targeted asset allocation strategies moving forward
  • Using technology to monitor your portfolio and manage risk
  • US equity and bond markets have enjoyed lengthy bull markets, are we at risk of these markets going against us?
  • Moderator
  • Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO)
  • Panelists
  • Keith Seibert, Managing Director, Hedge Funds and Public Markets, CM Capital Advisors, LLC (SFO)
  • Michael Schulman, Managing Director, Senior Portfolio Manager, Hollencrest Capital Management (MFO)
  • Michael Wu, Investment Strategist, Vice President, GenSpring SunTrust Private Wealth (MFO)

 

5:00pm

Keynote Presentation

China’s Tale of Two Currencies

Kyle Bass, Managing Partner, Hayman Capital Management, LP

5:30pm

Keynote Presentation

Dismantling the Doomsday Machine

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

6:15pm

Networking Cocktail Reception in Exhibit Hall

Join us and unwind with fellow industry professionals for refreshments during our last networking break of the day.

Sponsored by:
GBX Group LLC

Wine Sponsor:
Tedeschi Family Winery

 

7:30am

Continental Breakfast

Sponsored by:
Virtua Capital Management, LLC

 

7:30am

Hospitality Lounge Open

Sponsored by:
Camelback Odyssey Travel

 

7:30am

Private Closed Session for Family Offices (Family Offices ONLY)

This private, closed-door session is designed exclusively for foundations, family offices, multi-family offices, non-discretionary consultants and accredited high-net worth individuals.

Opal is committed to enhancing experiences and interaction for Families and Family Offices and is consequently dedicating an extended session to them.

TOPIC
USA/Domestic & International Family Office Discussion: The Perils, Pitfalls and Opportunities for Families When Investing Cross-Borders
(continuation of CIO roundtables now open to all families to discuss)

Participants are expected to share experiences, thoughts, concerns, challenges, and solutions in a private peer exchange setting. The session will be a facilitated, interactive, dynamic conversation among the participants.

No Managers or Service Providers will be allowed in the session, no exceptions.

Facilitator

Brian Smiga, Partner, Alpha Venture Partners/Pritzker Group Venture Capital

 

8:45am

Welcome Remarks

 

9:00am

North Bay Community Resilience Initiative: The path to resilience and sustainability

Matt Renner, Development & Strategic Partnerships Director, Clean Coalition

 

9:20am

Exploring Qualified Opportunity Zones

Derek Uldricks, President, Virtua Capital Management, LLC

 

9:40am

Profits in Real Estate Development

Nick Nicolaas, President & CEO, Voorthuizen Village and Farm

 

10:00am

How Can Families Access the Best Direct Deal Flow via GP/Co-investments or Family Office Consortiums?

Moderator

Ron Diamond, CEO, Diamond Wealth Strategies

Panelists

Christopher Nolte, President, Marcus Investments (SFO)

Robert Lee, Principal, The Beverly Park Group (MFO)

David Morse, Managing Director and Global Co-Head of Private Equity Co-Investments, Neuberger Berman

Mac LaFollette, Founder, The GC Companies

 

11:00am

Engaging the Next Gen to be Stewards of the Family Legacy

Moderator

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

Panelists

Shawn Castellanos, National Vice President Individual and Principal Giving, American Heart Association

Alex Suarez, Chairman, Family Office Partners, Inc. (MFO)

Chelann Gienger, Next Gen Entrepreneur, Podcast host, Author

 

11:45am

Governance and Trusts: Planning for the Next Generation

Moderator

Linda Mack, President and Founder, Mack International, LLC

Panelists

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

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

Chris Walters, Principal, Lighthouse Advisory

 

12:30pm

Closing Remarks

 

1:00pm

Napa Valley Wine Tour and Luncheon Networking Event at
Freemark Abbey Winery

Sponsored by:
Keiretsu Capital

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스타트:
2018. 10. 24. 오전 9:00 , PST (UTC -8)
종료:
2018. 10. 26. 오후 6:00 , PST (UTC -8)
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