Emerging Managers Summit South 2016

Sheraton Austin Hotel at the Capitol, Austin, TX
November 6, 2016 - November 7, 2016

17 days left

If you are looking to expand and diversify your asset allocation by investing in emerging managers as well as women and minority owned investment managers, the Emerging Managers Summit will provide the unique opportunity to access a diversified group of up-and-coming performance-oriented managers, and manager of managers. The event will explore the benefits and opportunities offered by investing in emerging managers as well as new strategies for implementing an emerging managers program. If you are an emerging manager, you will learn the procedures used by institutions to launch and maintain successful emerging manager programs. This event will showcase a variety of emerging managers, as well as minority-owned manager funds and other high potential smaller investment firms. The Emerging Managers Summit will also offer participants invaluable networking opportunities.

Agenda current as of October 18, 2016


Exhibitor Setup


Opening Remarks

Marilyn R. Freeman, Principal & Manager, Capital Prospects LLC

2:20pm - 3:30pm

How and Why? Understanding the value of investing in small and emerging managers

  • What role have Emerging Managers play in your portfolio?
  • How do they play in your asset allocation?
  • What asset classes provide the most promising outlook?

Tim Atkinson, Chairman, Trustee, City of Austin Deferred Compensation/City of Austin Police Retirement System


Vaughn Brock, Investment Committee, Veritas Family Partners (SFO)


Art Cooper, COO, Cooper Family Office (SFO)


Kirk Sims, Investment Officer, Teachers Retirement System of Illinois


Kelen Evans, Chairman, Atlanta Firefighters Pension Fund

3:30pm - 4:30pm

Increasing Allocations to Emerging Managers – How can we create growth in the space?

  • How can pensions communicate the importance of Emerging Manager programs?
  • Importance of legistlation
  • Private investors and club deals
  • The role of consultants in identifying talent in the RFP process

Kweku Obed, Senior Vice President, Marquette Associates, Inc.


Bob Snigaroff, President & CIO, Denali Advisors, LLC


Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO)


Lisa Calhoun, Founding Partner, Valor Ventures

4:30pm - 5:30pm

Strategies to Raise Capital – How to launch and grow a fund?

  • How to approach investors
  • Major mistakes managers make
  • How to navigate the RFP process
  • Role of transparency

Marilyn Freeman, Principal & Managing Director, Capital Prospects LLC


Austin Khan, Chief Investment Officer, Ethika Investments, LLC


Medina Jett, President, Integrated Compliance Solutions Group, LLC


Lillian Jones, Partner & Senior Consultant, Kamp Consulting Solutions, LLC

5:30pm - 6:30pm

How to get on the radar – the role of consultants

  • How to get in the door?
  • How do managers get on the database?
  • Importance of due diligence
  • What are your investors looking for in an emerging managers?
  • How do you identify talent?

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


Thomas Toth, CFA, Managing Director, Wilshire Consulting


Terri Engelman Rhoads, President, Kettera Strategies, LLC


Jeffrey Spotts, Chief Investment Officer, Prophecy Asset Management L.P.


Laroy Brantley, Managing Director, Cambridge Associates

6:30pm - 7:30pm

Cocktail Reception



7:20am - 8:20am

Do you know what it takes to emerge from the crowd?

We invite you to join Witherspoon Partners on Monday, November 7th 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.

Witherspoon Partners is excited to partner with Opal Group, bringing its experience advising unique alternatives managers and private and institutional investors and sharing expertise with Opal attendees.


Keith Danko, Founding Partner and Managing Member, Witherspoon Partners

8:20am - 8:40am


8:40am - 9:00am


9:00am - 10:00am

Emerging Styles and Strategies: How can diverse and smaller managers generate alpha?

  • How should investors think about diversification today?
  • Efficient portfolios are those said to provide the greatest expected return for a given level of risk, or conversely the lowest level of risk for a given expected return.
  • How do these emerging managers figure into the mix? How should investors evaluate them in the context of an efficient portfolio?
  • How should investors think about emerging managers in terms of their overall asset allocation?
  • How should investors evaluate/select emerging managers? What should they focus upon?
  • How should investors evaluate the performance of any investments they make with emerging managers?
  • What are the defining characteristics or unique risks associated with emerging managers?

Harry Griffin, Trustee, San Antonio Fire and Police Pension Fund


Julian Cheng, Vice President, Promus Ventures (MFO)


Karl Schade, Partner, Star Mountain Capital

10:00am -11:00am

What role can Emerging Real Estate managers play in your portfolio?

  • What markets/strategies are the most promising?
  • How can being nimble be an advantage? Disadvantage?
  • Role of interests rates in real estate investing

Gila Cohen, Senior Consultant, Courtland Partners, Ltd.


Bob Lazaroff, Vice President, The Michelson Organization


Martin Kollmorgen, CEO and CIO, Serenity Alternative Investment Management


Ben Stewart, Managing Director, Humphreys Company

11:00am -11:15am

Networking Refreshment Break

11:15am -12:15pm

Fixed Income and Credit – where to find alpha

  • Today’s shift from targeting growth returns to returns through reliability
  • Where are the opportunities during the upcoming 24 months
  • Where the credit markets have transformed since the recession and what they look like today
  • How to decipher between funds and direct holdings and what are the risks between the two

Tim Barron, Senior Vice President and Chief Investment Officer, Segal Rogerscasey


Bill Tice, Vice President, Vida Capital Inc.


Neil Servis, Chief Executive Officer, Serone Capital Management LLP


Tony J. Lee, Senior Vice President & Portfolio Manager, Progress Investment Management Company


Matt Gilbert, Director, PCG Select Series 1 Fund

12:15pm - 1:00pm

Equity Investing: Where can emerging managers shine?

  • Are International equities attractive on an absolute or relative basis?
  • What is the opportunity set for stock pickers vs. passive indexes?
  • What is the state of the equity market?
  • What is the outlook for the future of equities?

Larry Mahle, Trustee, City of Atlanta Firefighter's Pension Fund


Bruce Kahn, Portfolio Manager, Sustainable Insight Capital

1:00pm - 2:00pm

Networking Luncheon

2:00pm - 3:00pm

Investors Perspective of Emerging Managers

  • Where do you see emerging talent?
  • What are your investment goals for 2017?
  • How have emerging managers performed for you?
  • What is the best way for managers to approach your firm?

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


Sharmila Chatterjee Kassam, Deputy Chief Investment Officer, Employees Retirement System of Texas


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


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


Eric Munson, CIO, Elmwood Ventures (SFO)

3:00pm - 4:15pm

Meet the Managers

Meet the Managers Showcase- In this session 7 investment 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.


Gerald Garrett, Trustee, Tulsa Firefighters Health and Welfare Trust


Ernest Johnson, Senior Partner, ApexOne Investment Partners


Ralph Salvagno, CEO, Petlife Pharmaceuticals

4:15pm - 5:00pm

Role of Emerging Managers in the Real Asset & Energy Market:

This panel will examine the real assets and energy markets including, timber, precious metals, land mitigation, and oil and gas exploration.

  • Is there a magic strategy which will provide steady stable returns that outperform traditional equities?
  • Which strategies should families consider within the energy/hard asset space?
  • How can we identify managers who will diversify returns from mainstream portfolios without adding additional risk to the portfolio?
  • The Changing Energy Landscape: What’s the New Normal?

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


Timothy Smith, President & CIO, Petro Lucrum, Inc.


Sidney Wigfall, Managing Partner/Consultant-Counsel, SCA Compliance & Consulting Group

5:00pm - 6:00pm

Identifying talent – Choosing your investment managers & distinguishing between luck and skill

  • What should investors look for in managers?
  • What is the role of a consultant?
  • Evaluation: Investment process and operations. Red flags. New vs. established managers– what key things should be monitored?
  • Which strategies have been benefiting portfolios and where to look in the upcoming year?
  • What key factors separate managers from each other in the selection process?
  • Methods for reviewing and evaluating a manager’s portfolio returns, return related measures and performance attribution to determine if a manager is in-line with benchmarks and performance expectations.

Justin Rodriguez, Member, Texas House of Representatives


Michael Marcus, Partner, Head of Manager Research, Prelude Capital


Joseph Connelly, Norfolk County Treasurer, Norfolk County Retirement Board


Mark Eisner, Chairman, Daytona Beach Police and Fire Pension Fund

6:00pm - 7:00pm

Cocktail Reception

Sheraton Austin Hotel at the Capitol
Sheraton Austin Hotel at the Capitol, East 11th Street, Austin, TX, United States

Single $279
Double $279
*Prices exclude taxes. Hotel room rates are subject to applicable taxes and fees (currently 15%)
  • 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

Standard Rate
Asset Managers & Service Providers $1,995
*** Family Offices (Single/Multi), Endowment, Foundation, Non-Discretionary Consultant, Pension/Union Trustee/Staff 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 Group's approval. Eligibility will be verified.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net
  • Styles and Strategies for Emerging Managers Investor outlook on Emerging Managers Emerging Hedge Funds Opportunities in Credit Equity
  • Investing Asset Allocation Role of Women and Minority Owned Firms Investing In Alternative and Energy Real Estate Identifying talent in Managers

Chart I: Institutional Investors/Consultants vs. Money Managers and Service Providers

    Chart II: Institutional Investors/Consultants

      I became a Trustee in May 2012, and because of Opal putting together these Summits, I can surely say that when I'm at the board meetings I can ask questions that I gathered from the conferences that I attended. I can ask the appropriate questions regarding our pension. Continual education has been a great benefit in my performing my due diligence responsibility as a trustee. Thanks Opal for allowing me to take part in these wonderful summits. Phyllis Carr

      Trustee, Birmingham Retirement & Relief Pension Board

      Very strong program with outstanding presenters. John Keane

      Executive Director, Jacksonville Police and Fire Pension

      Opal runs a very professional conference and provides great opportunities for networking. Kurt Lieberman

      Partner, Magni Asset Management

      It has truly been a pleasure to have worked with all the Opal staff that have been more than happy to help. I have the utmost respect for Opal and have no qualms in recommending them to others. Keep up the good work! Lily Cavanagh

      Treasurer - Redford (MI) Police & Firemen Retirement

      Opal does a great job of providing usable education to the Trustees of Public Pension Systems. The atmosphere provides a great learning experience and interaction with the fund managers. Gerald Garrett

      Trustee - Oklahoma Firefighters Pension & Retirement

      Always an interesting and informative conference, very timely in today's market environment. James Maloney

      Trustee - Chicago Policemen's Annuity and Benefit Fund