Financial Poise™ Faculty Member, Ron Diamond, Speaks at Opal Group’s…

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Ron Diamond compared GP-Co Investments and Direct Investing at the Alternative Investing Summit.

Financial Poise™ is pleased to congratulate Ron Diamond, Chair of the Family Office Advisor, a Financial Poise™ editorial board, on his speaking engagement on December 7, 2018, at Opal Group’s Alternative Investing Summit.

At the Summit, Mr. Diamond spoke on the panel, “GP-Co Investments vs. Direct Investing?” By sharing his expertise, Diamond helped shed light on what is sometimes considered a nebulous investment class to many investors. In fact, Diamond noted that "because private equity is becoming more of an of assets under management paradigm, Family Offices are beginning to disrupt the traditional PE model by making direct investments with other Family Offices.

Opal Group’s Alternative Investing Summit brought together trustees and representatives of institutions as well as money managers and consultants to explore the roles of alternative opportunities and strategies. The Summit, a three-day event, took place from December 5th to December 7th, 2018, in Dana Point, California.

Diamond Wealth is a boutique financial services firm that offers a comprehensive suite of advisory services catering to the unique needs of family offices, ultra high net worth individuals and business owners. To learn more about Diamond Wealth, please visit

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