July 28, 2015 – NEW YORK — The Family Office and Private Wealth Management Forum is taking place this 20th to 22nd July 2015 at Hyatt Regency Newport in NewPort, Rhode Island. The three day premiere event organized by OPAL Financial Group were attended by family offices, foundations, endowments, financial planners, family business experts, philanthropy specialists, hedge funds, real estate managers, venture capitalists, fund of funds and other financial experts. Investment managers, family offices and private investors attending this event will get an opportunity to review the impacts of the past recession and explore the best portfolio options that they can use. Discussions centered around the event’s theme “the Race for Returns” and were focussed on a broad range of investment topics like impact investing, direct investing non-correlated assets among others in an environment that fosters networking, fun and positive outlook on family wealth preservation.
David Drake, the Chairman of LDJ Capital, The Soho Loft Media Group, and Victoria Global says, “Family offices and investors worldwide are experiencing rapid growth due to the rising demographics where super-rich individuals have a minimum investable asset of one million dollars. Events like the Family Office and Private Wealth Management are important because they are playing the critical role of preparing investors for the dynamic investment environment and keeping them abreast with emerging trends.”
The Family Office and Private Wealth Management Forum featured exclusive dialogues driven by panel discussions, keynote speeches and networking cocktails. The event kicked off with a Regatta Cup Networking session and one-on-one networking meetings, followed by a keynote speech and opening remarks. Throughout the three days, forum attendees engaged in discussions around topics like “Uncompromised Impact Investing”, “Structuring Family Office to Succeed and Reducing Government Hold”, “Regulation, Costs, Pros and Cons of Crowdfunding”
A private roundtable breakfast meeting for Chief Investment Officers in Family Offices, scheduled on day two, discussed investments in families and how investment ideas and concerns are shared externally and internally. On day three, a private Family Office & Multi-Family Offices Luncheon discussed issues pertaining to family succession, responsibilities and roles in the present and coming generations. Other topics that attendees participated in include “Optimizing their Philanthropy Impact”, “Investing Trends in Emerging Managers” and “Governing towards Sustainability:
The keynote speech was delivered by Walter O’Brien, Chief Executing Officer, ConciergeUp.com. The winner of Charitable Partner & Impact Award Ben Rattray who is Change.org’s CEO and Founder was expected to attend this event. Other panelists in the event included:
CEO – Casoro Capital
CEO – iFunding
CEO and Founder – Pepper International
Chief Executive Officer – Geller Family Office Services LLC
Director – GenSpring Family Offices
Director – Wells Fargo Securities
Founder & President – Mack International, LLC
Managing Director – American Private Equity Group
Managing Partner – 522 Capital Partners
President & Founder – Family Office Research
Principal – Gallatin Wealth Management
Senior Office for Strategic Initiatives – Calvert Social Investment Foundation
Vice President – Goldman Sachs Asset Management, L.P.
Vice President & General Manager – Jet Aviation Flight Services
This event was sponsored by Single Oak Ventures as the co-lead sponsor, change.org as the charitable partner and PlaneSense, Jet Aviation and Northrop & Johnson as luxury sponsors. Executive sponsors included Evestment, SandStorm Gold, Withers Bergman, and QED Financial Systems. General event sponsors included Bradford, Backstop Solutions Group, 1031 Crowdfunding, Fidelity Family Office Services and Goldman Sachs. Media partners for this event included ATMonitor, Bloomberg Brief, Victoria Global, BarclayHedge, HedgeCo.net, IFC Review, LDJ Capital, Pitch Book, The Soho Loft Media Group, VC Experts, Hedge Connection, Markets and Markets, Events in America and Alpha Journal.
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