Emerging Managers Summit 2017

Crowne Plaza Hotel, Times Square, New York, NY
September 14, 2017 - September 15, 2017

112 days left

Opal Group is excited to debut its annual Emerging Managers Summit in NYC this fall!

Held in one of the world’s largest financial capitals, this event perfectly aligns with the culture and values of the city that never sleeps. The program will highlight the benefits and opportunities for institutional and private wealth investors to invest in new, diverse, emerging managers and boutique fund managers. In addition to networking with key decision-makers of family offices and pension funds, new managers will be able to connect and exchange best practice ideas with their peers. Attendees will be able to hear from the nation’s leaders in the new and ever-changing emerging manager market.

CONFERENCE FORMAT: We design our program to be interactive and educational. For this we reason, we DO NOT allow the use of PowerPoint Presentations during panel sessions. Panelists have the option to upload presentations to our mobile event app. *Standalone Speakers can use PowerPoint Presentations, but cannot pitch products or advertise their firms. *

Current as of May 18, 2017


Exhibit Setup

7:30am - 7:00pm

Registration Desk Open

All confirmed pre-registered delegates must approach the Registration Desk to check in and pick up conference badges. Business Cards are required to retrieve badges


Networking & Continental Breakfast


Opening Remarks

Marilyn Freeman, Principal & Managing Director, Capital Prospects LLC


Investor Perspective: Benefits of Investing in Small and Emerging Managers

  • Why is small still beautiful?
  • What are the benefits of investing in smaller managers?

Katherine Boas, Executive Vice President, Carl Marks & Co.(SFO)


Faith Harty, Senior Vice President, James Alpha Management (SFO)


Darryl Walker, Board Trustee, Alameda County Employees Retirement Association


Emerging Managers: Successful Investment and Business Strategies

  • How to strengthen the bond between investors and managers
  • Effective approaches on fundraising
  • How to devise a successful marketing plan
  • Guidance for operational risk management

Howard Cooper, CEO, Cooper Family Office (SFO)


Will Buividas, Trustee, City of Phoenix Police Pension Board


Freeman Wood, Partner and Head of North America, Mercer


Anna Dayn, Founder and CEO, Dayn Advisors, LLC


Networking Refreshment Break


Generating Alpha Through Equity Strategies


Michael Felman, President, MSF Capital Advisors (MFO)


Rohit Sah, CEO & CIO, Makalu Fund Management


Bruce Kahn, Portfolio Manager, Sustainable Insight Capital


Opportunities in Emerging Hedge Funds


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


David Wertentheil, Partner, Worth Venture Partners, LLC


Joseph Meyer Jr., President/Chief Investment Officer, Statim Holdings, Inc. (SFO)





TBA, Resource Royalty, LLC


Networking Luncheon

Keynote Presentation:

The Future of Finance: Emerging & Empowered

Keynote Speaker

Erika Karp, Founder & Chief Executive Officer, Cornerstone Capital Group


Think Outside the Box – Investing in Innovative Ideas

  • Technology
  • Cannabis
  • Healthcare
  • Private Equity & Venture Capital

James Maloney, Chairman, Investment Committee, Chicago (IL) Policemen's Annuity & Benefit Fund


Brian Smiga, Partner, Alpha Venture Partners / Pritzker Group Venture Capital


Steve Schuman, Founder & Managing Director, Halley Venture Partners


Emerging Non-Correlated Fund Strategies


Eileen L. Neill, Managing Director, Wilshire Associates


William Corry, Senior Managing Partner, Corry Capital Advisors


Networking Refreshment Break


SHOWCASE: Meet the Managers

In this session up to 6 managers will present their individual investment strategies to the audience. Each manager will have eight minutes to speak about their background, strategy, methodology and performance of their funds. Followed by Q&A



Lily Cavanagh, Treasurer, Redford (MI) Police & Firemen Retirement System


Exploring the Advantages of Investing in Women Owned Firms

This session will be shared with the Women’s Leadership Summit


Abigail Laufer, CIO, Ferguson Family Office (SFO)


Linda Mack, President and Founder, Mack International, LLC

6:00pm - 7:00pm

Networking Cocktail Reception


Registration Desk Opens

All confirmed pre-registered delegates must approach the Registration Desk to check in and pick up conference badges. Business Cards are required to retrieve badges.


Continental Breakfast


Open Workshop

Myths and Realities of Launching the Firm

What Does It Take To Emerge From The Crowd?


We invite you to join Witherspoon Partners on Friday, September 15th for a dynamic emerging manager workshop, “Myths and Realities of Launching the Firm,” open to all attending the Opal Emerging Managers Summit.

Addressing new and emerging firms and those who invest in them, Witherspoon Partners founder Keith Danko will present timely and crucial considerations that are often underestimated or misunderstood by managers—like the importance of marketing and the demands of raising capital in today’s climate. Having allocated to dozens of emerging managers throughout his career, Danko lends a first-hand, seasoned perspective to the art of getting a fund off the ground.


Keith Danko, Founding Partner and Managing Member, Witherspoon Partners


Opening Remarks


Keynote Presentation


Identifying Talent: How to Select Investment Managers by Distinguishing between Luck and Skill


Adi Divgi, President & CIO, EA Global LLC


S. Michael Sury, Chairman, INDORUS Holdings LLP (SFO)


Investing in Emerging Real Estate Managers


Networking Refreshment Break


Boosting Results: The Role of Service Providers and Brokers


David Blanchard, President, Badge of Honor Memorial Foundation


The Role of Consultants: How to Get on Their Radar


Joe Semo, Chairman, City of Annapolis Police & Fire Retirement System


Robert Appling, Managing Director, Wilshire Associates


Russ Kamp, Managing Partner, Kamp Consulting Solutions, LLC


Networking Luncheon


Conference Concludes

Crowne Plaza Hotel Times Square Manhattan, Broadway, New York, NY, United States

Traditional King $369
*Prices exclude taxes. Rates are subject to prevailing taxes which are currently 8.875% New York State Tax, 5.875% New York City Tax and Occupancy Tax / Javits Center fee of $2.00 per occupied room and $1.50 charged to support the expansion of the Javits Center per room per night. Taxes and fees are subject to change without notice.
  • 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

Earlybird Rate I (expires 5/25/17) Earlybird Rate II (expires 7/15/17) Standard Rate
Managers & Service Providers $2,195 $2,495 $2,895
Family Offices (Single/Multi), Endowment, and Foundation Complimentary* Complimentary* Complimentary*
Pension/Union Trustee, Administrator, Director or Officer / Non-Discretionary Consultant Complimentary* Complimentary* Complimentary*

*Subject to Opal Group’s verification and approval. Only individuals who are solely investing on their own behalf can be verified for a complimentary pass. Solution Providers or Fund Providers to 3rd parties will not be able to receive complimentary access. As investment portfolios/strategies are constantly changing, we reserve the right to re- verify past delegates for future complimentary passes.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net
  • Boosting Results: The Role of Service Providers and Brokers
  • Capitalizing on Equity Investments
  • Consultant Round Table
  • Effective Marketing Methods
  • Emerging Managers: Successful Investment and Business Strategies to Raise Capital
  • Emerging Non-Correlated Fund Strategies
  • Equity Investing
  • Fixed Income and Credit
  • Identifying Talent: How to Select Investment Managers by Distinguishing between Luck and Skill
  • Investing in Emerging Real Estate Managers
  • Investing in International and Emerging Markets
  • Investor Perspective: Benefits of investing in Small and Emerging Managers
  • Legal & Compliance Guidelines
  • Opportunities in Emerging Hedge Funds
  • Showcase: Meet the Managers
  • Strategies to Outperform your Larger Peers
  • The Advantages of Investing in a Women Owned Firm
  • The Role of Consultants: How to Get on Their Radar
  • Think Outside the Box – Investing in Innovative Ideas
  • Why is Small Still Beautiful?: Benefits of Investing in Smaller Managers
  • Pensions
  • Taft Hartley
  • Family Offices
  • Endowments
  • Foundations
  • Consultants
  • Attorneys
  • Financial Planners
  • Accountants
  • Women Owned Firms
  • Minority Owned Firms
  • Emerging Hedge Funds
  • Emerging Fund of Funds
  • Emerging Real Estate Managers
  • Emerging Equity Managers
  • Emerging Venture Capitalists
  • Emerging Private Equity
  • Insurance Companies
  • Broker Dealers
  • Industry Service Providers

Investors vs. Managers/Service Providers

    Investor Breakdown

      Opal provides cutting edge investment education opportunities. Anonymous


      Kudos on the excellent summit on Emerging Managers. The topics were diverse and of interest, panelists were impressive and the flow of the event kept me stimulated throughout. Anonymous


      I valued the opportunity to engage with those representing the various stages of the investment process; from the managers, to the consultants, to the investors. I found the substantive conversations I had to be one of the conference's highlights. Anonymous