LDJ Capital and The Soho Loft Conferences support Family Office & Private Wealth Management Forum West 2016, this October 26-28, 2016 in Napa Valley Marriott, Napa, CA, presented by the Opal Financial Group
Family offices, equity managers, attorneys, consultants, endowments, real estate managers, accountants, foundations, estate planners, financial planners, venture capitalists, tax planners, philanthropy specialists, funds of funds, hedge funds, trust companies, tax efficient portfolio managers, asset protection specialists, succession and generational wealth planners, family business experts, insurance companies, private equity, academics specializing in family business, luxury companies (such as executive car service, automotive and private jets), and long-term care specialists will converge at Napa Valley Marriott Hotel & Spa, Napa, CA, for this exclusive forum.
LDJ Capital Chairman David Drake, says, “This is an exceptional forum for anyone who is interested in family offices and private wealth management. These sectors are rapidly growing and the event provides an opportunity for people in Napa to learn straight from the experts.”
Some of the forum topics include: venture capital, private equity, real estate in private equity, opportunities in private credit, wealth creation foundations, impact investing, thinking outside the box, traditional real estate investing, new alternative investment strategies, trustee beneficiary relationship, how to structure your family offices, how to raise capital for family offices, investing in the cannabis industry, insurance dedicated funds, investing in growth, critical analysis of hedge funds, direct investing/co-investing, shared family decision making, cyber security, how to know the appropriate time to make your next move, and benefits of trusts to families.
This event will only feature panel dialogs, which will be led by consultants and family offices. Power Point presentations will not be allowed during the discussions but will be available on Opal Group’s mobile app.
The event will be moderated by Kirby Rosplock, Founder, Tamarind Partners Inc.; Stephen Braun, Senior Vice President, J.I. Kislak Inc. (SFO); Josh Cohen, Managing Partner and Co-Founder, City Light Capital / The Impact / Tyden Ventures (SFO); Rick McDonald, Managing Partner, U.S. Advisory Group (MFO); and Tim Rafalovich, Senior Vice President, Wells Fargo, Alternative Equity Investor, among others. Several other speakers and panelists will contribute to different topics.
Keynote speakers include:
David Chaves, Supervisory Special Agent, Federal Bureau of Investigation
Meaghan Kennedy Townsend, Member, Kennedy Family Office (SFO)
Mitzi Perdue, Chair, Education Committee, Perdue Farms (SFO)
Scott Fifer, Founder & CEO, GO Campaign
The conference will also feature a welcome cocktail reception, exhibits, networking continental breakfast and luncheon, closed-door roundtables, and one-on-one meetings.
The co-lead sponsor of the conference is Echelon Asset Management.Executive sponsors include Akina, Cheryl Shuman, Direct Lending Investments, Forever Forests, Global X, Storey Living, and Torray LLC. Luxury sponsors of the conference are Coomber Family Wines and TCS World Travel.
Exhibitor sponsors include Brean Capital, Canalyst, HedgeSight L Squared Capital Partners, Pontus Capital, and Smile Train.
General sponsors include Abom, Inc., Aquarius Equipment Finance, Prudential, Sarona Asset Management, ZEGA Financial LLC, Alambic Investment Management, Arctaris, Maverick Real Estate Partners, Athena Art Finance, Bison Interests, and BootstrapLabs, among others.
FinTech Weekly, Alpha Journal, Banking Technology, Business Islamica, Events in America, Family Office Networks, Preqin, The Wealth Journal, SmartMoneyMatch, Hedge Fund Alert, Capital Hedge, FundServices.net, BarclayHedge, The Soho Loft Media Group, The Soho Loft Conferences, and Victoria Global among others are the media sponsors.
Opal Financial Group uses this annual event to bring together distinguished family office and private wealth management experts to discuss a wide range of opportunities, risks and trends in the sectors. It is a great opportunity for people in Napa, CA, to learn from the experts and make right investment decisions for themselves and/or their clients.
Attendees will also get a lifetime experience of wining and dining in one of the luxurious wineries of Napa Valley.
For more details, visit:
MEDIA CONTACT:
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