Alternative Investing Summit 2016

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

133 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.

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 July 25, 2016

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 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 I
(Expires 8/1/16)
Early Bird II
(Expires 10/1/16)
Standard Rate
Asset Managers and Service Providers $2,695 $2,895 $3,295
***Family Offices (Single/Multi), Endowment, and Foundation Complimentary* Complimentary* Complimentary*
Pension/Union Trustee, Administrator, Director or Officer / Non-Discretionary Consultant Complimentary* 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

Presented by

Keith Kaplan, CEO and Co-Founder, Tesla Foundation

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