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Nov 26, 2015 12:00 EDT

Congressman Eric Swalwell & Ambassador R. James Woolsey Keynote on family office investing

iCrowdNewswire - Nov 26, 2015

The Soho Loft ​Media Group with LDJ Capital and Victoria Global supported the Family Office & Private Wealth Management Forum West, organized by the Opal Group last October 28-30, 2015 in Napa Valley Marriott in Napa, California


winery-244598_640NEW YORKNov. 26, 2015 – Family offices, consultants, endowments, attorneys, financial planners, accountants, foundations, related professionals and high net worth individuals converged at the Napa Valley Marriott Hotel & Spa for this most awaited forum.

According to David Drake, Chairman of LDJ Capital, The Soho Loft Media Group and Victoria Global, “The forum was a valuable experience for investors, family offices, related professionals and to all the participants who attended. They discussed various  investment strategies and got a chance to expand their network and these are  important to  personal financial technology investments. The online automation of private offerings is silently exploding and is the mega trend for 2016.  Private offerings can finally be advertised under the JOBS act  and this is the 2016 revolution in the US.  We built this platform solution for Prudential 7 years too early.  Meanwhile,  the broker community is racing to create the Etrade and Schwab of online investment automation to the 8,700,000 accredited Americans and the more than 200 million non accredited investors in the US.  These are pertinent topics that family offices are now discussing.”

The three day event featured exhibits, various panel discussions and a Napa Valley Wine Tour where in the participants had a unique opportunity to relish and sample wines from the vineyards of Napa Valley. The participants were served a Continental breakfast every morning, had numerous networking breaks and enjoyed a cocktail reception on the second night.  This reception gave them a chance to mingle with the industry professionals. The panel discussion topics included: Unique Opportunities in Alternatives, Uncompromised Impact Investing –  An in depth discussion of the actionable investment opportunity set today, and Insights and Innovations: Maximizing the Impact of your Philanthropy. Two of the prominent speakers were Congressman Eric Swalwell, of the California’s Fifteenth Congressional District, U.S. House of Representatives and Ambassador R. James Woolsey, Chairman & CEO, Foundation for the Defense of Democracies and  Former Director of the Central Intelligence Agency.

The forum moderators and speakers included:

CEO and CIO, Naylor & Company Investments, LLC
CEO and Founder, Aston Pearl
CEO & Founder, DarcMatter
CEO & Founder, Pepper International LLC (MFO)
CEO & Founder, Vogel Consulting (MFO)
CFA, CMA , Head of Fund Services, UBS
Chairman, INDORUS Holdings LLP (SFO)
Chief Executive Officer,Troon Pacific, Inc.
Co-Founder and Executive Managing Director,Pathstone Family Office (MFO)
Co-Founder and Managing Partner,Alchemus Capital
COO, Head of Sales, InvestCloud, Inc.
Director, Berkeley Research Group, LLC
Executive Director, COO, Gonzalez Family Office (SFO)
Founder and CEO, The Wealth & Family Management Group
Founder & Chairman, Drever Capital Management
Managing Partner and CIO, Delegate Advisors (MFO)
Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP
President and Founder,Mack International, LLC
Senior Officer of Strategic Initiatives,Calvert Social Investment Foundation
VP of Investments, CrowdStreet, Inc.

The Executive sponsors for this forum were Berkeley Research Group, Global X, Preferred Capital Securities LLC., and RealCrowd,Inc. The general sponsors included Arcview Group, Baceline Investments LLC., Backstop Solutions Group, CipherLoc, CrowdStreet, Eastern Point Capital Management, Epic Capital Management Inc., Fairway America LLC and Financial Architects Partners. The Exhibitor sponsors were Altavest, Forest Ventures, Lindblad Expeditions National Geographic and Sterling Foundation Management LLC. The Charitable Auction partner was GrandStand Sports. Some of the media sponsors were Alpha Journal, The Soho Loft Media Group, ATMonitor, Victoria Global, LDJ Capital, Executive Global and Hedge Connection.

For more information visit:


Watch for more conferences happening across the country and around the world, the next one may be in your city. To get VIP access to major conferences that intersect finance with key industries and for other exciting perks and benefits, consider the annual membership programs at www.thesoholoft.com/vipmembers. Visit www.thesoholoft.com for more information on upcoming  and past events.


THE SOHO LOFT Media Group (www.thesoholoft.com)

The Soho Loft Media Group is a global financial media company with 3 divisions:

THE SOHO LOFT CONFERENCES organizes up to 200+ investor-focused global summits, talks and events annually.

TIMES IMPACT PUBLICATIONS produces relevant content on investing and entrepreneurship that are published and syndicated in 100+ leading online publications and growing.

VICTORIA GLOBAL Communications specializes in client Investor Relations, Public Relations, Branding and Social Media Marketing.

The Soho Loft Media Group is your global partner for your investment and business strategies.

For inquiries, contact [email protected] or call 212.845.9652


Image: Napa Valley Vineyard. Image credit: pixabay.com

Contact Information:

[email protected]

Via iCrowdNewswire
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