Opal Exchange 2017

Boca Raton Resort & Club, Boca Raton, FL
April 23, 2017 - April 25, 2017

30 days left

We are excited to announce the return of Opal Group’s premier networking event, Opal Exchange! This 2017 event is held concurrently with our Impact Investing Forum at the Boca Raton Resort. Opal Exchange will kick start with a networking brunch at the 113th US Open Polo Championship on April 23rd. The rest of the program, on April 24th and 25th, will include a blend of pre-arranged one-to-one meetings, networking lunch/cocktail receptions, and educational discussion panels/presentations.

The primary focus of this event will entail pre-arranged one-to-one meetings for like-minded Investors and Managers. We are dedicated to providing a private setting for delegates to exchange ideas and make purposeful connections.

How the Meeting System Works:
Confirmed delegates will create a unique investment profile on the Opal Group Meetings Management website. Once all delegates have created profiles, delegates are able to log on again to select the individuals they would like to meet with. Managers select Investors, Investors select Managers.

Our Opal Team will then review the submitted information, and schedule meetings for all delegates based on selections and availability. Each delegate will receive a Preliminary Schedule of Meetings to review approximately one week prior to the event.

At the event, Managers will be given an exchange hub to host all meetings. Each meeting will last 25 minutes, and given 5 minutes to switch to the next meeting. Our program has 20 available meeting time slots. It is our endeavor to fill your meeting schedule to its full potential!

The event will kick off with a large networking function at the U.S. Open Polo Championship.
113th U.S. Open
International Polo Club Palm Beach
Come and enjoy the U.S. Open Polo Championship, considered to be the most prestigious polo tournament in the world, fabulous cuisine entertainment, fashion, and world-class celebrities featured at International Polo Club Palm Beach. It is the exciting culmination of the 16-week, high-goal winter polo season that attracts polo enthusiasts from over 20 countries and 49 states.

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.*

Current as of March 24, 2017

12:00pm

113th U.S. Open

Quarter Finals

Come and enjoy the U.S. Open Polo Championship! Fabulous cuisine, entertainment, fashion, and excellent celebrities featured at International Polo Club Palm Beach.  It is the exciting culmination of the 16-week, high-goal, winter polo season that attracts polo enthusiasts from over 20 countries and 49 states.

12:45pm

Brunch

3:00pm

Polo Match Begins

3:45pm

Half-Time Champagne – Stomping Of The Divots

5:00pm

Polo Match Finishes

5:15pm

Trophy Presentations

5:30pm

Return to Boca Raton Resort & Club

6:00pm - 8:00pm

Exhibit Setup

7:00am

Exhibit Hall Opens / Registration / Breakfast

7:45am

Opening Remarks

8:00am

Investment Outlook: The Investors’ Perspective

  • What industries are you looking to over the next 12 months?
  • What is your strategy and what makes it unique?
  • What went wrong in the past that you would like to avoid in the future?
  • What questions would you suggest others to ask before securing a new investment deal?
Moderator

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

Panelist

Jerry Davis, Chief Investment Officer, Piedmont Family Offices (SFO)

Panelist

Abigail Laufer, CEO, Ferguson Family Office (SFO)

Panelist

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

9:00am

1 ON 1 MEETINGS (4 POSSIBLE MEETINGS)

 

*Meetings are 25 minutes long, with 5 minutes to switch*

11:00am

Networking Break

11:15am

1 ON 1 MEETINGS (2 POSSIBLE MEETINGS)

 

*Meetings are 25 minutes long, with 5 minutes to switch*

12:15pm

Networking Luncheon

Keynote Presentation:

Shifting Dynamics of the Capital Markets Driving Impact at Scale

Keynote Speaker

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

1:30pm

1 ON 1 MEETINGS (4 POSSIBLE MEETINGS)

 

*Meetings are 25 minutes long, with 5 minutes to switch*

3:30pm

Opportunities in Quantitative Hedge Funds

Moderator

Tim Barron, Chief Investment Officer, Segal Rogerscasey

Panelist

Scott Glickman, CFA, CAIA, Marketing & Investor Relations, FQS Capital Partners L.P.

4:15pm

Networking Break

4:30pm

1 ON 1 MEETINGS (3 POSSIBLE MEETINGS)

 

*Meetings are 25 minutes long, with 5 minutes to switch*

6:00pm

Keynote Presentation

Keynote Speaker

Peter Schiff, President & CEO, Euro Pacific Capital

6:30pm

Cocktail Reception

7:00am

Breakfast

7:00am

Open Breakfast Workshop:

Accountability, Transparency and Measuring Success

Facilitator

Bri Trypuc, CEO, Partner, Trypuc Philanthropic Office

8:50am

Opening Remarks

9:00am

Investing in Today’s Global Economy

  • What are the top geopolitical issues affecting the global investment market?
  • Where are the investment opportunities?
  • How do you prepare your portfolio to mitigate risks?
Moderator

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

Panelist

Paul Kang, President/CIO, Member of the Investment Committee, AltaCap

Panelist

Peter Boockvar, Managing Director - Chief Market Analyst, The Lindsey Group LLC

Panelist

Mustafa Saiyid, Senior Financial Expert, IMF

10:00am

1 ON 1 MEETINGS (4 POSSIBLE MEETINGS)

 

*Meetings are 25 minutes long, with 5 minutes to switch*

12:00pm

Break

12:30pm

1 ON 1 MEETINGS (2 POSSIBLE MEETINGS)

 

*Meetings are 25 minutes long, with 5 minutes to switch*

1:30pm

Conference Concludes

1star
Boca Raton Resort & Club
East Camino Real, Boca Raton, FL, United States
888-543-1277

Room Rate $329
*Prices exclude taxes. Rates are exclusive of 13% tax and a one time $8 porterage fee.
  • 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
Investment Managers $7,000
Service Providers $5,000
***Investors / Allocators / Advisors Complimentary*

*** Complimentary attendees are required to participate in the 1:1 meetings segment of this event.

*Subject to Opal Group's approval. Eligibility will be verified.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net

Presented by

Peter Schiff, President & CEO, Euro Pacific Capital

Presented by

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

  • Public / Private Pension Plans
  • Sovereign Wealth Funds
  • Endowments
  • Foundations
  • Single Family Offices
  • Multi Family Offices
  • Investment Consultants
  • Fund of Funds
  • Hedge Funds
  • Private Equity
  • Real Estate & Real Asset Managers
  • Independent Asset Managers
  • Banks / Financial Institutions
  • Equity Managers
  • Accounting Firms
  • Administrators
  • Broker – Dealers
  • Capital Introduction
  • Exchange Service
  • Legal Counsel
  • Placement Agents
  • Prime Brokers
  • Software and Technology

Managers vs. Investors

    Institutional & Private Wealth Investors