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.
|Garden View - Single||$305|
|Garden View - Double||$305|
Early Bird I
Early Bird II
|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.
Keith Kaplan, CEO and Co-Founder, Tesla Foundation
John Sitilides, Principal, Trilogy Advisors LLC
Bob Wiedemer, President, Aftershock Publishing, LLC, Author, Aftershock and Aftershock Investor
Alternative Styles and Strategies for Investing
Asset Allocation Best Practices
Compliance and Fiduciary Responsibility
Investor outlook on the Alternatives space
Private Equity/Venture Capital
Real Assets – precious metals, timber, infrastructure, agriculture, managed futures, etc.
Emerging and Frontier Markets
Investing in Credit & Securitization Markets
Choosing the right advisor/consultant
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