Investment Education Symposium 2016

Astor Crowne Plaza, New Orleans, LA
February 3, 2016 - February 5, 2016

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This Investment Education Symposium aims to provide broad education and information on investing, fiduciary responsibility and selection of money managers to the key decision makers and other representatives of the nation's largest pension funds, endowments, foundations and other institutional investors. Participants of this conference will have the chance to exchange ideas and learn from other delegates and presenters who manage some of the largest capital flows within both the traditional and the alternative investment communities. Institutional investors will come from across the country not just to network but also to learn from the nation's leading institutional investors, asset managers, hedge fund managers, consultants and more.

UNIQUE CONFERENCE FORMAT
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

June 3, 2016

1star
Astor Crowne Plaza 739 Canal Street, New Orleans, LA


  • Investment Officer Roundtable: The Institutional and Private Wealth Outlook
  • Investment Styles and Strategies: Key Investment Opportunities
  • Portfolio Construction
  • Risk Measurement to Risk Management: Things to Consider in Your Asset Allocation Practices
  • The State of the U.S. Retirement System: Challenges That Pensions are facing; Past, Present and Future
  • Evaluation of the Fixed Income and Credit Markets
  • The Future of Hedge Funds /Fund of Funds
  • Trends for Investing in Real Estate and Real Assets
  • International & Emerging Markets Overview
  • Investing in Private Equity
  • Outsourced CIO
  • Consultant and Actuary Roundtable Q &A
  • Ongoing Education for Plan Fiduciaries and Participants
  • Investor Q&A – A Trustee’s Perspective on Alternatives
  • Pension Rep – Trustee, Administrators, Commissioners, Staff
  • Taft Hartley Reps – Trustee, Administrators, Commissioners, Staff
  • Consultants
  • Endowments
  • Foundations
  • Family offices
  • Attorneys
  • Accountants
  • Hedge Funds
  • Fund of Funds
  • Real Estate Managers
  • Equity Managers
  • Venture Capitalists
  • Private Equity
  • Insurance Companies
  • Benefit Companies
  • Public Service Administrative Providers

    How you made this conference work the week before Mardi Gras is amazing. You kept our minds focused on the seminar and not all the craziness that Mardi Gras conjures up on New Orleans. But then left us to enjoy the craziness Congrats on a great conference. Lorraine Dees

    Director, Registrars of Voters Employees' Retirement System

    Having served as a trustee for 16 years I have attended more conferences than I can remember. Opal conferences have always been exceptional for their content, location, and the Opal staff! This one was no exception! Gary Stiles

    Chairman, Fulton (GA) County Employees Retirement System