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.
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
10:15am
Social Investing: Building Systems that Attract Investors
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
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.
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
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
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
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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