
Chief Strategist, Duff & Phelps, LLC
Jul 20th, 2020 – Jul 22nd, 2020
Newport, Rhode Island, United States
As Opal Financial Group’s flagship event, The Family Office & Private Wealth Management Forum has become Opal’s largest family office event in the world. Known for its rich history and magnificent mansions, Newport, RI attracts thousands of delegates each year. The voyage begins with an annual Regatta Cup race, giving delegates an opportunity to find their inner competitor, and race across the harbor. In the course of three days, family offices, private investors, and investment managers navigate their way through the choppy waters of the past recession, while continuing to explore the best ways to map out their portfolios. With over 1000 delegates there is always an opportunity to meet potential clients. Discussions will cover a wide variety of investment topics including direct investing, impact investing, non-correlated assets, and many more. Come join us this July – the forecast calls for fun, networking, and favorable prospects for preserving your family’s wealth.
Chief Strategist, Duff & Phelps, LLC
Senior Fellow, Harvard University JFK Belfer Center for Science and International Affairs; Vice Chair of the Scowcroft Center for Strategy and Security, Atlantic Council
Chief Executive Officer & Chief Investment Officer, Northland Wealth Management (MFO)
Ambassador, AID FOR LIFE International
President, Waterkeeper Alliance
Founder/Co-creator of Athletes Influence, Partner, LOHAS Advisors
Dave Thomas Foundation
Director, Office of Finance and Insurance Industries, U.S. Department of Commerce