Opal Financial Group

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Today: 8:00 am - 6:00 pm

22 Years

in Business

(212) 532-9898Call Visit WebsiteVisit Website Map & DirectionsDirections132 W 36th StNew York, NY 10018 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 6:00 pm

Places Near New York with Investment Advisory Service

Long Island City (3 miles)
Hoboken (4 miles)
Union City (4 miles)
Astoria (5 miles)
Jersey City (8 miles)
Jackson Heights (9 miles)
Elmhurst (9 miles)
Brooklyn (12 miles)
Forest Hills (12 miles)
Flushing (14 miles)

More Info

General Info

Located in New York, N.Y. Opal Financial Group coordinates institutional investment and securitization events in Europe and the United States. It provides information on market trends and global competition. The company organizes various financial conferences that focus on facilitating educational and networking opportunities. Its securitization events are based on asset-backed and structured finance. Opal Financial Group holds conferences for executives in corporate pension funds, endowments, public funds, foundations and financial planners. It also serves the investment consultants broker, rating agencies, accountants and high net worth individuals

Extra Phones

Phone: (212) 532-4900

TollFree: (855) 463-3092

Payment method

discover, master card, visa, amex, invoicing available

Neighborhoods

Midtown Manhattan, Garment District

AKA

Opal Summits Inc

Other Links

http://www.opalgroup.net

https://opalgroup.net/contact-us

https://opalgroup.net

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Management, Retirement Planning Services

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Details

Phone: (212) 532-9898

Address: 132 W 36th St, New York, NY 10018

Website: http://www.opalgroup.net

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Opal Financial Group

Investment Management
Kevin M. Nichols, CPWA®, CAIA®, CIMA®, QPFC, Financial Advisor, Senior Investment Management Consultant, Morgan Stanley Wealth Management
Wealth Management
As Opal 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 our Morning Harbor Excursion, where you'll have the opportunity to connect with fellow delegates, exchange ideas, and forge new friendships while enjoying the fresh sea breeze and panoramic views. 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.

Financial Planning
The Opal Finance division produces leading institutional investment conferences globally. These events are designed for High-Net-Worth Individuals and executives in Corporate Pension Funds, Endowments, Public Funds, Family Offices, Foundations, Taft-Hartley Funds, Financial Planning Firms, 401 (k) Plans, Investment Consultancies, Hedge Funds, Investment Banks, Brokerage Firms, Law Firms and Accounting Firms.
Retirement Planning
Opal Financial Group’s annual public funds conference addresses issues that are critical to the investment success of senior public pension fund officers and trustees in the new millennium. Concerns of funding liabilities for beneficiaries in a world of declining returns yet maintaining a balance between the risk/reward paradigms is center in the mind of many trustees and representatives of pension plans around the country. The exchange of ideas both in and out of the session halls are key in educating and identifying viable alternatives that will address these concerns. We will discuss how surplus returns should affect employee benefit plans; closely examine the processes for selection and evaluation of investment managers. Beyond the investment sphere we also address legal issues facing pension plans, ethic regulations and the importance of on-going education for plan sponsors and their fiduciaries. Although attendance is not limited to those in the public sector, the conference takes aim at topics that are of particular relevance to public pension funds. By focusing on an atmosphere of education rather than sales or marketing, the Public Funds Summit provides a unique environment in which members of the public sector can exchange ideas and learn from other delegates, money managers and consultants. Opal will kick off the event with a Morning Harbor Excursion, a refreshing and invigorating start to the event, providing an opportunity for networking, relaxation, and a memorable experience for all attendees.
Long Term Care
Asset Management
Asset Protection

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