Investment Education Symposium 2018
In Conjunction with the Louisiana Trustee Education Council (LATEC)

Royal Sonesta New Orleans, New Orleans, LA
February 7, 2018 - February 9, 2018

53 days left

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. 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.*

To view our current agenda, participant list and sponsors – Click Here
December 14, 2017

1star
Royal Sonesta New Orleans
Royal Sonesta New Orleans, Bourbon Street, New Orleans, LA, United States


Attendees can book within the group block by calling the hotel’s reservations line at 1-855-463-3092, using Group Code 0206OPALFI or the Group Name LATEC, Investment Education Symposium Room Block, at Royal Sonesta New Orleans.
*Prices exclude taxes

Registration Pricing

Earlybird Rate II
(expires 12/15/17)
Standard Rate
Manager/Service Provider $2,495 $2,895
LATEC Member ---- $1,995
Investors: Plan Sponsors, Pension Trustee & Staff, Non-Discretionary Consultants, True End Only Family Offices, Endowments, and Foundations ---- 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 third 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

A Washington, D.C. Update -- What to expect coming out of Congress in 2018

Presented by

United States Senator Paul Strauss, District of Columbia (Shadow)

OFFICERS AND BOARD
Richard Hampton, Jr., President, Retired, New Orleans Fire Fighters’ Pension Fund
Theodore “Theo” Sanders, Vice President, Louisiana Asset Management Pool (LAMP)
Jesse Evans, Secretary, Director, City of New Orleans Retirement System
Patricia Campbell, Treasurer, Retired, N.O. Sewerage and Water Board Pension
Charles C. Foti, Jr., Retired, Sheriffs’ Pension and Relief Fund
Marina Kahn, Trustee, City of New Orleans Retirement System
Darlene LeBlanc, Retired, Teachers Retirement System of Louisiana
James Thompson, Attorney, N.O. Sewerage and Water Board Pension
Mike Treadway, Trustee, Transit Management of Southeast Louisiana (TMSEL)
Warner Tureaud, Retired, Harbor Police Retirement System

ADVISORY BOARD
Warren Lawrence, Vice-President Emeritus, Retired, N.O. Sewerage and Water Board Pension
Kathy Singleton, Trustee, Louisiana State Employees’ Retirement System (LASERS)

STAFF
Frank L. Jobert, Jr., Executive Director, LATEC, Trustee, Transit Management of Southeast Louisiana
Peggy Melancon, Executive Assistant ,Louisiana Trustee Education Council (LATEC)

  • OFFICERS AND BOARD
    Richard Hampton, Jr., President, Retired, New Orleans Fire Fighters’ Pension Fund
    Theodore “Theo” Sanders, Vice President, Louisiana Asset Management Pool (LAMP)
    Jesse Evans, Secretary, Director, City of New Orleans Retirement System
    Patricia Campbell, Treasurer, Retired, N.O. Sewerage and Water Board Pension
    Charles C. Foti, Jr., Retired, Sheriffs’ Pension and Relief Fund
    Marina Kahn, Trustee, City of New Orleans Retirement System
    Darlene LeBlanc, Retired, Teachers Retirement System of Louisiana
    James Thompson, Attorney, N.O. Sewerage and Water Board Pension
    Mike Treadway, Trustee, Transit Management of Southeast Louisiana (TMSEL)
    Warner Tureaud, Retired, Harbor Police Retirement System

  • ADVISORY BOARD
    Warren Lawrence, Vice-President Emeritus, Retired, N.O. Sewerage and Water Board Pension
    Kathy Singleton, Trustee, Louisiana State Employees’ Retirement System (LASERS)

  • STAFF
    Frank L. Jobert, Jr., Executive Director, LATEC, Trustee, Transit Management of Southeast Louisiana
    Peggy Melancon, Executive Assistant ,Louisiana Trustee Education Council (LATEC)

  • Pension Rep – Trustee, Administrators, Commissioners, Staff
  • Consultants
  • Endowments
  • Foundations
  • Taft Hartley Reps – Trustee, Administrators, Commissioners, Staff
  • 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

Manager vs. Investor Breakdown

    Investor Breakdown