Investment Consultants Forum 2016

New York Marriott Marquis, New York, NY
March 8, 2016

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Opal Financial Group's Investment Consultants Forum provides a unique environment for developing dialogue between plan sponsors, managers and consultants. The role of the institutional consultant is more important than ever in making investment decisions, often being asked to take on more than just the evaluation of investment managers. This event will feature panel-driven discussions focused on specific investment techniques of fixed income and hedge fund managers, the evolving role of institutional consultants, the manager evaluation process, transition management, investing in global markets, and more.

This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. Power Point presentations are prohibited during the sessions but may be made available on our mobile app. Please send in PDF or PowerPoint format if you would like to have presentation included on App. *Only Standalone Speakers will be allowed to use PowerPoints, but cannot pitch products or advertise anything with their firms.*

The GAFM Global Academy of Finance & Management™ is the world's fastest growing professional society with approximately 50,000 members in over 150 countries hosting and accrediting certification training worldwide and offering exclusive board certified designations to candidates who meet the highest professional standards and assessment criteria.

The GAFM will grant full annual CE (7.5 Credits for 1 day, 15 Credits for 2 days) for those who attend this conference.

CWM™ Chartered Wealth Manager®

MFP™ Master Financial Planner®

AFA™ Accredited Financial Analyst®

CTEP™ Chartered Trust and Estate Planner®

CITA™ Certified International Tax Analyst™

* All certification courses available directly online from an accredited law school program

April 12, 2016

New York Marriott Marquis, 1535 Broadway, New York, NY 10036, United States

  • The Evolving Role of Investment Consultants
  • What lies ahead in 2015: Market Outlook
  • Hedge Fund Opportunities:
  • New Investment Styles and Strategies for Maximizing Returns
  • Asset Allocation and Diversification in a volatile market
  • Manager Selection Process: The Role a Consultant and a Fiduciary plays
  • The Role of Alternative Investments
  • Marketing to Plan Sponsors 101 – from RFPs to Finals Presentations
  • Consultant Q & A
  • and many more
  • Hedge Funds
  • Fund of Funds
  • Real Estate Managers
  • Equity Managers
  • Venture Capitalists
  • Private Equity
  • Investment Banks
  • Insurance Companies
  • Luxury Companies – Private Jets, Automotive, Executive Car Service, etc.

    The Opal Investment Consultant Forum was excellent this year. It would be impossible to accomplish more for your firms consultant relations efforts in a single day. Alan Kirby

    CAIA, Principal, M.A. Weatherbie & Co. Inc.

    Very productive day...topics were very timely within context of strong upward move in the market in 2012. Mike Flinn, Jr.

    Director of Global Business Development, Tradex Global Advisors

    An excellent conference with strong educational content Anthony Reale

    VP & Consultant, JPMorgan Investment Analytics & Consulting