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. This year's conference takes place on July 16–18, 2018 in Newport, RI. Pepper Hamilton is proud to continue our sponsorship of this major conference.
Julia D. Corelli, a partner with Pepper Hamilton’s Corporate and Securities Practice Group and a co-chair of the firm's Funds Services Group and Family Office Practice, which are both core constituents of Pepper’s Investment Funds Industry Group (IFIG), and Irwin M. Latner, a partner in the Corporate and Securities Practice Group of Pepper Hamilton and a co-chair of the firm's Family Office Practice, will be speaking on the topic "Comparison of Investment Structures."
Topics covered will include:
- Basics of traditional fund vs. evergreen vs SPV (direct investing) vs. co-investment vehicles
- What family office investors need to be aware of when going into these different types of investment vehicles.