The Beyond the Balance Sheet Summit 2026, hosted in New York City, is a thought-leadership platform that redefines how family offices, investors, and advisors approach wealth management. Moving past traditional financial metrics, the summit emphasizes the human, social, and cultural dimensions of wealth. With sessions led by experts in philanthropy, impact investing, family governance, and legacy planning, the program explores how values, purpose, and long-term vision shape sustainable financial strategies. Attendees engage in interactive discussions on mental health, family dynamics, and responsible stewardship, alongside technical panels on investment trends and risk management. By bridging finance with human capital, the summit offers a holistic perspective, empowering participants to align wealth with meaning, resilience, and generational impact.

The Opal Exchange 2026, hosted at the Hilton West Palm Beach, Florida, is an immersive three-day gathering designed to transform how institutional investors and managers connect. Unlike traditional conferences, Opal Exchange is built around curated one-on-one meetings, private networking sessions, and interactive exchanges that foster genuine collaboration and deal-making. The program blends keynote insights on global markets, alternative investments, and ESG strategies with structured matchmaking opportunities, ensuring participants maximize both knowledge and partnerships. With its unique format, the event emphasizes relationship-building, transparency, and efficiency, creating a dynamic environment where investors and managers can forge meaningful connections, explore new opportunities, and strengthen long-term strategies in an exclusive, high-level setting.

The Real Estate Investment Summit 2026, hosted at the Hilton West Palm Beach, Florida, is Opal Group’s flagship forum for institutional investors, developers, and asset managers navigating the evolving property markets. With a sharp focus on macro trends and sector-specific opportunities, the summit examines commercial real estate, multifamily housing, industrial assets, hospitality, and emerging proptech innovations. Sessions highlight capital flows, regulatory shifts, ESG integration, and strategies for resilient portfolio construction in a dynamic global economy. Attendees benefit from keynote insights, case studies, and interactive panels, while curated networking fosters deal-making and partnerships. Positioned as a strategic hub, the summit equips participants with actionable intelligence to align real estate investments with long-term growth and sustainability.

The Impact Investing Forum 2026, hosted at the Hilton West Palm Beach, Florida, is a purpose-driven gathering that unites investors, asset managers, and thought leaders committed to aligning capital with social and environmental impact. More than a financial forum, it is a visionary platform exploring how investment strategies can drive measurable change in areas such as climate resilience, sustainable infrastructure, healthcare access, and inclusive growth. The program features keynote insights, case studies, and interactive panels highlighting ESG integration, blended finance, and innovative impact measurement frameworks. With curated networking and collaborative sessions, the forum empowers participants to connect values with portfolios, positioning impact investing not just as a trend but as a transformative force for global progress.

The CFO Leadership Summit 2026, hosted in Riyadh, is Saudi Arabia’s premier gathering of senior finance leaders, designed to spotlight the evolving role of CFOs in driving enterprise transformation. This exclusive forum convenes Group CFOs, senior finance executives, and strategic decision-makers to explore how finance leadership is adapting to the demands of digital acceleration, ESG imperatives, and global market complexities. The summit provides a platform for visionary keynotes, interactive panels, and peer-to-peer networking, offering insights into generative AI applications in finance, governance frameworks, digital tax transformation, working capital innovation, and enterprise value creation. Beyond technical discussions, the event emphasizes leadership excellence, resilience, and strategic foresight, positioning CFOs as catalysts for growth in Saudi Arabia’s next economic wave.

The CFO StraTech Summit & Awards 2026 | Finance Forward – Unlocking Value in India’s Next Growth Wave, hosted in Delhi, is a focused gathering of over 150 CFOs, Group CFOs, and senior finance leaders. The summit explores how generative AI, ESG governance, advanced financial analytics, digital tax transformation, working capital innovation, and enterprise value creation are redefining finance leadership in India’s evolving growth landscape. Alongside strategic discussions, the CFO StraTech Awards recognize excellence and innovation in financial leadership, celebrating those who are driving transformation and unlocking new value across industries. Positioned as a premier leadership forum, the summit provides a collaborative platform for India’s finance community to benchmark strategies and accelerate enterprise-wide impact.

The Family Office Private Wealth Toronto 2026, hosted in Toronto, Ontario, is a premier regional forum tailored to Canadian family offices, private investors, and wealth managers. Unlike broader global gatherings, this summit emphasizes the unique dynamics of North American private wealth, spotlighting strategies for succession planning, cross-border investments, and sustainable portfolio growth. With a program blending keynote insights, interactive panels, and curated networking, the event explores alternative assets, private equity, venture capital, and ESG integration, while addressing the cultural and regulatory nuances of the Canadian market. Designed as both an educational and relationship-building platform, the summit fosters trusted connections among family office leaders, positioning itself as a cornerstone event for advancing private wealth strategies in Toronto and beyond.

The Thrive: Women’s Leadership Summit on Wealth and Wellness 2026, hosted in New York City, is a dynamic gathering designed to empower women leaders at the intersection of finance, leadership, and personal well-being. More than a traditional investment forum, Thrive blends wealth management strategies with holistic wellness practices, creating a unique platform for professional and personal growth. The program features inspiring keynotes, interactive workshops, and panel discussions on topics ranging from financial independence and sustainable investing to mindfulness, resilience, and health optimization. Attendees benefit from curated networking opportunities and experiential sessions that celebrate women’s leadership while fostering balance, purpose, and long-term success. Thrive positions itself as a transformative summit where wealth and wellness converge to drive impact and empowerment.

The CTA Summit 2026, hosted in Chicago, Illinois, is Opal Group’s specialized forum for commodity trading advisors, managed futures professionals, and institutional investors. Designed as a technical deep-dive, the summit examines advanced trading strategies, quantitative models, and risk management frameworks shaping the CTA and alternatives landscape. Sessions highlight macroeconomic drivers, volatility management, systematic trading, and portfolio diversification, while case studies showcase performance insights from leading managers. With a focus on data-driven decision-making, the program blends keynote presentations with interactive panels and networking opportunities, creating a platform for investors and managers to exchange expertise. Positioned as a performance-oriented summit, CTA Summit 2026 equips participants with actionable intelligence to optimize strategies in dynamic global markets.

The Midwest CLO Summit 2026, hosted in Chicago, Illinois, is Opal Group’s specialized regional forum dedicated to collateralized loan obligations and structured credit. Tailored for investors, issuers, managers, and regulators, the summit provides a focused exploration of the CLO market within the U.S. Midwest, while connecting participants to broader national and global trends. The program features technical sessions on deal structuring, credit risk analysis, regulatory updates, and ESG integration, alongside case studies and interactive panels led by industry leaders. With its regional emphasis, the summit fosters collaboration among Midwest-based institutions while offering a platform for networking, knowledge exchange, and deal-making. Positioned as a technical yet community-oriented event, the Midwest CLO Summit 2026 strengthens the role of regional markets in shaping the future of structured credit.

The Family Office & Private Wealth Management Forum 2026, hosted in Newport, Rhode Island, is Opal Group’s flagship summer gathering for family offices, private investors, and wealth managers. Known as one of the industry’s most prestigious annual events, the forum blends high-level investment discussions with the unique community atmosphere of Newport. The program explores private equity, venture capital, hedge funds, real assets, and ESG strategies, while also addressing succession planning, governance, and generational wealth transfer. Attendees benefit from keynote insights, interactive panels, and curated networking opportunities designed to foster trusted relationships. Positioned as both an educational and social experience, the forum offers a holistic platform where finance professionals can exchange ideas, strengthen partnerships, and enjoy the cultural richness of Newport.

The Public Funds Summit East 2026, hosted in Newport, Rhode Island, is Opal Group’s leading forum dedicated to the needs of public pension plans, institutional investors, and trustees. With a strong emphasis on fiduciary responsibility and long-term portfolio resilience, the summit examines critical issues shaping public funds today — from asset allocation and risk management to ESG integration, infrastructure investment, and regulatory developments. The program features keynote addresses, case studies, and interactive panels led by policymakers, asset managers, and thought leaders. Beyond technical insights, the summit fosters dialogue on governance, transparency, and accountability, creating a collaborative environment where public fund executives can exchange strategies, strengthen partnerships, and align investments with sustainable growth and community impact.

The Family Office & Private Wealth Legacy Summit 2026, hosted in Water Mill, New York, is a distinguished forum dedicated to the enduring vision of family offices and private wealth leaders. Unlike traditional investment gatherings, this summit places emphasis on legacy, values, and intergenerational continuity, exploring how families can preserve wealth while fostering purpose-driven impact. The program features keynote addresses, intimate roundtables, and case studies on succession planning, governance, philanthropy, and sustainable investing. Attendees engage in discussions that balance financial performance with cultural stewardship, addressing challenges of family dynamics and generational transitions. Positioned as a reflective yet forward-looking platform, the summit empowers participants to align financial strategies with enduring legacies, ensuring wealth serves both present and future generations.

The Celebrating Women in Structured Finance Summit NYC 2026, hosted at Orrick in New York, is a high-impact gathering dedicated to recognizing and advancing women leaders in the structured finance industry. Designed as both a professional forum and a celebration of achievement, the summit highlights the contributions of women shaping securitization, capital markets, and innovative financing structures. The program features keynote addresses, panel discussions, and mentorship sessions that explore diversity, equity, and inclusion alongside technical topics such as ESG integration, regulatory developments, and market innovation. With its focus on leadership, empowerment, and collaboration, the summit creates a dynamic environment where professionals can exchange ideas, build networks, and inspire the next generation of women in finance.

The European CLO Summit 2026, hosted in London, is Opal Group’s premier European forum dedicated to collateralized loan obligations and structured credit markets. Designed for investors, issuers, managers, and regulators, the summit provides a deep dive into the evolving European CLO landscape. With sessions covering deal structuring, credit risk analysis, regulatory frameworks, and ESG integration, the program emphasizes both technical expertise and market innovation. Attendees benefit from keynote insights, case studies, and interactive panels that highlight opportunities and challenges unique to the European market. Positioned as a specialized and technical platform, the summit fosters collaboration among global stakeholders while spotlighting Europe’s role in shaping the future of structured credit.

The CLO Summit 2026, hosted in Dana Point, California, is Opal Group’s flagship U.S. forum dedicated to collateralized loan obligations and structured credit. Designed for investors, issuers, managers, and regulators, the summit provides a comprehensive exploration of the CLO market, with a focus on deal structuring, credit risk, regulatory developments, and ESG integration. Unlike broader investment conferences, this summit emphasizes specialized technical expertise and deal-flow opportunities, offering in-depth sessions, case studies, and closed-door discussions tailored to the needs of CLO professionals. Attendees benefit from curated networking and direct engagement with leading managers and investors, positioning the summit as a premier platform for advancing strategies and forging partnerships in the evolving structured credit landscape.

The ABS & Fintech Specialty Finance Forum 2026, hosted in Dana Point, California, is Opal Group’s premier platform for exploring the convergence of asset-backed securities and fintech-driven specialty finance. Designed for investors, issuers, and innovators, the forum highlights how technology is reshaping structured finance, consumer lending, and alternative credit markets. Sessions cover securitization trends, digital lending platforms, regulatory developments, and ESG integration, while showcasing fintech innovations that are transforming capital flows and risk management. With a blend of technical panels, case studies, and curated networking, the forum positions itself as a forward-looking hub where finance professionals and fintech leaders collaborate to unlock new opportunities in specialty finance.