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July 2018
Monday July 16

Opal Group Family Office and Private Wealth Management Forum 2018

Gurney's Newport Resort & Marina, 1 Goat Island, Newport, RI 02840

As Opal Group’s flagship event, The Family Office & Private Wealth Management Forum has become Opal’s largest family office event in the world. 
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.

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August 2018
Monday August 27

Triad Advisors National Conference 2018

Boca Raton Resort & Club, 501 E Camino Real,, Boca Raton, FL 33432

We hold our National Conference each fall, providing a forum for top keynote speakers, technology updates, business development sessions, and interaction with other top advisors.

The 2018 National Conference will be held in August at the Boca Raton Resort & Club.

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September 2018
Thursday September 06

Total Alts 2018

Ritz Carlton San Francisco, 600 Stockton at California St., San Francisco, CA 94108

IMN is excited to return to the Ritz-Carlton San Francisco, September 6-7, for Total Alts 2018, and we are happy to continue to be the mirror for a changing and dynamic industry as we include new voices and timely investment opportunities.
This year’s sessions fall under two categories: Alpha Strategies and Alternative Innovations, with each reflecting the robustness and diversity of the ever expanding alternative investment industry.

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Monday September 24

Inside Alternatives & Asset Allocation 2018

Wynn, 3131 S Las Vegas Blvd., Las Vegas, NV 89109

At our day-one Impact/SRI and ESG Investing track, leading experts will share their insights on building outstanding impact investing portfolios and how prospecting, client meetings, next-generation planning, among other facets of financial services shine when impact is lent to the mix.

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Wednesday September 26

Context Summits West 2018

1 Monarch Resort, Dana Point, CA 92629

Context Summits’ west coast event will be held again at the Monarch Beach Resort for a broad spectrum of high-quality managers and allocators. The conference will bring together qualified investors and hedge funds for two days of highly targeted and productive, prescheduled one-on-one meetings. Unparalleled networking events for all conference participants will be scheduled at conveniently located sites on or near the resort grounds.

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October 2018
Tuesday October 09

7th Annual RIA West Investment Forum

The Ritz-Carlton, Marina del Rey, 4375 Admiralty Way, Marina Del Rey, CA 90292

This year, we ring the changes. After six successful years in San Francisco, the 7th Annual RIA West Investment Forum will take place at The Ritz-Carlton in beautiful Marina Del Rey, CA. This move is fitting because change, disruption and innovation are the focus of this year’s agenda.

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Monday October 15
Tuesday October 16

SuperReturn Private Credit Conference 2018

Four Seasons, 900 North Michigan Shops, Chicago, IL 60611

SuperReturn Private Credit US boasted a spectacular line up of 80+ industry thought leaders covering the spectrum of the asset class.

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Wednesday October 24

Opal Group Family Office & Private Wealth Management West 2018

Napa Valley Marriott, 3425 Solano Ave, Napa, CA 94558

Come and join Opal Group's Annual Family Office & Private Wealth Management Forum - West. Known for the fastest growing population of newly structured family offices in the world, Northern California is largely dominated by first and second-generation families from the Silicon Valley. Investment strategies such as Private Equity, Venture Capital, and Technology will be familiar themes throughout this conference.

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Sunday October 28

Schwab IMPACT 2018

TBD, Washington, DC

Schwab IMPACT is an invitation-only industry conference where advisors come together with influential presenters, exhibitors, and subject-matter experts to learn about and collaborate on key issues and best practices. Every facet of the conference is designed to help attendees remain at the forefront of the industry.

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