Alternative Investing Summit 2016

Ritz Carlton, Dana Point, CA
December 4, 2016 - December 6, 2016

102 days left

The Alternative Investing Summit will bring together trustees and representatives of institutions as well as money managers and consultants to explore the roles of alternative opportunities and strategies. As a strategy, alternatives offer investors a method to obtain the returns they require and break the paradigm of the 60/40 rule, however not all alternatives are the same nor do they come without certain risks. Participants and delegates of this alternative investment conference will investigate a range of critical investment issues, including discussion of the risks and benefits of various asset classes and investment vehicles such as hedge funds and private equity, examining means of cutting costs associated with implementation of absolute returns strategies, reviewing the future of commodities and surveying the landscape of emerging international markets. With the current struggle of obtaining these returns, the question of fees has become of particular relevance, especially within the field of alternatives as investors measure their risks v. rewards. We will also look into impact investing as a way of obtaining returns that are socially responsible as well as many issues involved with fund management and the importance of education for trustees and other investment officers.

The label "alternative" describes a nebulous investment class to many investors, especially those in the institutional world who have strict ethical and fiduciary obligations to their organizations. However, pursuing alternative investments is essential to maximizing returns while maintaining proper asset allocation in plan portfolios of endowments, foundations, family offices, and public and corporate funds.

UNIQUE CONFERENCE FORMAT
This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. In order to maintain the educational value of our events, we prohibit any use of PowerPoint presentations during panel discussions. *Only Standalone Speakers will be allowed to use PowerPoints during their presentation. All other PowerPoint Presentations can be added to our Mobile App by submitting a PDF/PPT document to an Opal Associate. Speakers must keep in mind the educational objective of this event. Speakers will NOT be allowed to market specific products or services during presentations.

Agenda current as of August 23, 2016

10:00am

Exhibitor Set Up / Registration Opens

1:00pm

Opening Remarks

John Agenbroad, Chairman, Inter-Local Pension Fund

1:00pm - 2:00pm

Keynote Presentation

Keynote Speaker

John Sitilides, Principal, Trilogy Advisors LLC

2:00pm - 2:20pm

Standalone

Brendan Ross, President and Portfolio Manager, Direct Lending Investments

2:20pm - 2:40pm

Standalone

2:40pm - 3:45pm

An Investor’s perspective of Alternative Investing

Moderator

Gary Amelio, CEO, San Bernardino County Employees' Retirement Association

Panelist

Carolyn Weiss, Chief Financial Officer and Treasurer, The New York Community Trust

Panelist

Howard Cooper, CEO, Cooper Family Office (SFO)

Panelist

John Pomeroy, Chief Investment Officer/Chief Risk Officer, Pennsylvania State University Endowment

Panelist

Josh Roach, Managing Director, Lloyd Capital Partners (SFO)

3:45pm - 4:30pm

Impact Investing – the new alternative: How can institutional investors get involved?

Moderator

Tarrell Gamble, Trustee, Alameda County Employees' Retirement Association

Panelist

Leah Zveglich, Managing Partner, Aster Family Advisors (MFO)

4:30pm - 5:15pm

Real Assets and Energy

Moderator

Bill Rubin, First Deputy City Controller, Office of the Controller Philadelphia

Panelist

TBA, Tortoise

5:15pm - 6:00pm

Volatility – should you avoid or seek?

Moderator

Jerry Davis, Consulting Analyst and CIO, Piedmont Family Offices (SFO)

Panelist

John Agenbroad, Chairman, Inter-Local Pension Fund

6:00pm - 7:00pm

Cocktail Reception

Sponsored by:

Direct Lending Investments

7:00am

Continental Breakfast

8:10am - 8:40am

Keynote Presentation

Keynote Speaker

Bob Wiedemer, President, Aftershock Publishing, LLC, Author, Aftershock and Aftershock Investor

8:40am - 9:00am

Standalone

9:00am - 9:45am

State of the Hedge Fund Industry in 2016 and outlook for the year ahead

Moderator

Brian Barr, Hedge Fund Analyst, Wolfson Group (SFO)

Panelist

Elizabeth Burton, Senior Investment Analyst, Maryland State Retirement and Pension System

9:45am -10:30am

Role of Private Equity, Venture Capital

Moderator

Tim Rafalovich, Senior Vice President, Wells Fargo, Alternative Equity Investor

Panelist

Ravi M. Ugale, Director of Private Equity, GenSpring Family Offices

10:30am -11:15am

Credit strategies – how to find alpha

Moderator

David A. Russell, CFA, Senior Investment Strategist, Senior Consultant, Investment
Performance Services, LLC

11:15am -12:00pm

Non correlated strategies

Moderator

Ted Kokas, CIO, EverWatch Financial Inc. (SFO)

12:00pm-12:45pm

New moves in Alternatives- what is next?

Moderator

Skip Coomber, President, Coomber Family Estates (SFO) / Dragon Trust Family Office (SFO)

12:45pm - 2:00pm

Networking Lucheon

Sponsored by:

Cortland Fund Services

Keynote Speaker:

2:00pm - 2:40pm

Macroeconomics & Global Trends

Moderator

Keith Danko, Founder and Managing Member, Witherspoon Partners

Panelist

Joshua M. Emanuel, CFA, Chief Investment Officer, Wilshire Funds Management, Wilshire Associates Incorporated

Panelist

Richard Bird, President, Bird Capital Group

2:40pm - 3:00pm

Keynote Presentation:
Industry 4.0 – Our Next Stage of Opportunity

Keynote Speaker

Keith Kaplan, CEO and Co-Founder, Tesla Foundation

3:00pm - 4:00pm

Institutional Portfolio Construction

Moderator

Anthony Lombardi, Associate Partner, Institutional Advisory Solutions, Aon Hewitt

Panelist

Amit Thanki, Investment Officer, San Bernardino County Employees' Retirement Association

Panelist

Rick Rodgers, Vice President, Director | MPPP Plan Administrator, Innovest Portfolio Solutions LLC

4:00pm - 5:00pm

Thinking outside the box – styles and strategies that will generate returns

Moderator

William A. Pusey, Jr., Senior Wealth Advisor, Keel Point (MFO)

5:00pm - 5:30pm

Keynote Presentation

Keynote Speaker

Chris Martenson, Co-founder and CEO, Peak Prosperity

5:30pm - 6:00pm

Keynote Presentation

6:00pm - 7:00pm

Cocktail Reception

8:00am

Continental Breakfast

8:00am - 9:00am

Investor Closed Door Breakfast

“Growing your investments”

9:00am - 10:00am

Finding the right manager – how to identify talent

Moderator

Atif Ali, Director of Alternative Investments, G Family Office (SFO)

Panelist

Carl Ludwigson, Director of Manager Research, Bel Air Investment Advisors

Panelist

Leandro A. Festino, Managing Principal, Meketa Investment Group, Inc.

Panelist

Jonathan Miles, Vice President, Head of Hedge Fund Research, Wilshire Associates

10:00am - 11:00am

Regulation and Risk – key factors to consider when looking into Alternatives

Panelist

Sean Rooney, Assistant Chief Counsel, Enforcement Division, California Department of Business Oversight

Panelist

TBA, Intertrust

11:00am -12:00pm

Trustee Roundtable – What role should alternatives play in your investment
portfolio?

Moderator

David Ourlicht, Commissioner, NYCERS/New York State Insurance Fund

Panelist

Kurt Vroman, Board Trustee/Secretary, Deltona Firefighters Pension Board

Panelist

Henry Wilson, Trustee, Wayne County Employees' Retirement System

12:00pm

Conference Concludes

1:00pm

Golf Tournament

5star
The Ritz-Carlton, Laguna Niguel
1 Ritz Carlton Drive, Dana Point, CA, United States


Garden View - Single $305
Garden View - Double $305
*Prices exclude taxes. Rates are exclusive of 10.16% tax and $3 Dana Point TBID assessment charge per room/per night. Please contact lacosta@opalgroup.net for additional room categories.
  • Rooms are available only to those participants who are registered conference attendees.
  • The name on the form will be the name of the guest room.
  • Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
  • Rooms will not be guaranteed without a credit card.

Registration Pricing

Early Bird II
(Expires 10/1/16)
Standard Rate
Asset Managers and Service Providers $2,895 $3,295
***Family Offices (Single/Multi), Endowment, and Foundation Complimentary* Complimentary*
Pension/Union Trustee, Administrator, Director or Officer / Non-Discretionary Consultant Complimentary* Complimentary*

*** These include: organizations that are solely investing on their own behalf in alternatives and do not sell any alternative investment products or services to clients including; sovereign wealth funds, pension funds, endowments, foundations, family offices, private clients and treasury.

*Subject to Opal Financial Group's approval. Eligibility will be verified.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net

Presented by

Keith Kaplan, CEO and Co-Founder, Tesla Foundation

Presented by

Chris Martenson, Co-founder and CEO, Peak Prosperity

Presented by

John Sitilides, Principal, Trilogy Advisors LLC

Presented by

Bob Wiedemer, President, Aftershock Publishing, LLC, Author, Aftershock and Aftershock Investor

  • Investors perspective on alternatives
  • Volatility
  • Risk
  • Asset Allocation
  • Hedge Fund
  • Real Asset Investing
  • Real Estate opportunities
  • Direct and Co-Investing Opportunities
  • 1031 Exchanges
  • Liquid Alternatives
  • Alternative Styles and Strategies for Investing

  • Asset Allocation Best Practices

  • Compliance and Fiduciary Responsibility

  • Investor outlook on the Alternatives space

  • Risk Management

  • Manager Selection

  • Equity Investing

  • Hedge Funds

  • Private Equity/Venture Capital

  • Real Estate

  • Real Assets – precious metals, timber, infrastructure, agriculture, managed futures, etc.

  • Emerging and Frontier Markets

  • Portfolio Construction

  • Investing in Credit & Securitization Markets

  • Choosing the right advisor/consultant

  • Pension Reps – Trustee, Administrators, Commissioners, Staff
  • Taft Hartley Reps – Trustee, Administrators, Commissioners, Staff
  • Endowments
  • Foundations
  • Family Offices
  • Consultants
  • Attorneys
  • Accountants
  • Hedge Funds
  • Fund of Funds
  • Real Estate Managers
  • Equity Managers
  • Venture Capitalists
  • Private Equity
  • Mutual Funds and ETF Funds
  • Security Lenders
  • Infrastructure Based Fund Managers
  • Investment Banks
  • Insurance Companies

Investors vs. Money Managers and Service Providers

    Institutional Investors

      Great speakers, great topics, great networking - unbelievably great venue. James Strouse

      Chairman, Burlington (VT) Employees' Retirement System

      Superbly organized conference in a fabulous location. Mustafa Saiyid

      Director, The International Monetary fund (IMF)

      Opal is innovative and a leader in the space of organizing quality programs specific to the investment industry. No matter the theme, I am always meeting quality participants and learning new information. Dale Neibert

      H-E-B Brand Savings & Retirement Plan, H.E. Butt Grocery

      You always pick great venues to go along with the excellent programs. Rene Nunez

      Chairman/Trustee, Hispanic & Business Alliance