Public Funds Summit East 2018

Newport Marriott, Newport, RI
July 16, 2018 - July 18, 2018

58 days left

Opal Financial Group’s annual public funds conference addresses issues that are critical to the investment success of senior public pension fund officers and trustees in the new millennium. Concerns of funding liabilities for beneficiaries in a world of declining returns yet maintaining a balance between the risk/ reward paradigms is center in the mind of many trustees and representatives of pension plans around the country. The exchange of ideas both in and out of the session halls are key in educating and identifying viable alternatives that will address these concerns. We will discuss how surplus returns should affect employee benefit plans; closely examine the processes for selection and evaluation of investment managers. Beyond the investment sphere we also address legal issues facing pension plans, ethic regulations and the importance of on-going education for plan sponsors and their fiduciaries. Although attendance is not limited to those in the public sector, the conference takes aim at topics that are of particular relevance to public pension funds. By focusing on an atmosphere of education rather than sales or marketing, the Public Funds Summit provides a unique environment in which members of the public sector can exchange ideas and learn from other delegates, money managers and consultants. Opal will kick off the event with its Annual Regatta Cup, in which attendees will have the opportunity to work with a professional sailing charter crew while competing against industry peers.

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.*

To request our current agenda, participant list and sponsors – Click Here
Speaker List Current as of May 7, 2018


John Agenbroad, Chairman, Inter-Local Pension Fund

Robert Appling, Managing Director, Wilshire Associates

Dana Blydenburgh, Retirement Services, City of Lakeland Employees' Pension And Retirement System

Laroy Brantley, Principal, Meketa Investment Group

Will Buividas, Trustee, City of Phoenix Police Pension Board

Maria del Carmen López, CTP, Executive Director, University of Puerto Rico Retirement System

Ryan Carrington, Portfolio Manager/Analyst, SKY Harbor Capital Management, LLC

Lily Cavanagh, Treasurer, Redford (MI) Police & Firemen Retirement System

Timothy J. Conway, Head of Private Credit, NewStar Financial, The Alternative Credit Group of First Eagle

Marty Dirks, Trustee, Federated Retirement System for the City of San José

Troy Dixon, Managing Partner and CIO, Hollis Park Partners LP

Derek Dobson, CEO and Plan Manager, CAAT Pension Plan (Colleges of Applied Arts and Technology Pension Plan)

Gary Draghi, Chief Investment Officer, Hartford Municipal Employees' Retirement System

Ziv Ehrenfeld, Managing Director, Private Debt, PSP Investments USA

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

Michael Fitzgerald, State Treasurer, State of Iowa

Gerry Fleury, Executive Director, Manchester Employees' Contributory Retirement System

Thomas Forma, Senior Institutional Consultant, Morgan Stanley

Jack Frost, Trustee, West Palm Beach (FL) Police Pension Fund

Leonard Gilroy, Director of Government Reform & Senior Managing Director, Reason Foundation

Max Giolitti, Chief Risk Officer, Verus

John Girard, Trustee, Boca Raton Police and Firefighters’ Retirement System

Robert Grden, Executive Director, Wayne County Employees' Retirement System

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

Steven Hagenbuckle, Founder, Managing Partner, TerraCap Management, LLC

Brad Heinrichs, President/CEO, Foster & Foster, Inc.

Walter Jackson, Portfolio Manager, ONEX CREDIT

Russ Kamp, Managing Partner, Kamp Consulting Solutions, LLC

Matthew Lay, Trustee, Oklahoma Firefighters Pension & Retirement System

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

James Maloney, Board of Directors, Illinois Public Pension Fund Association (IPPFA)

David McConico, Chairman, City of Aurora (CO) General Employees' Retirement Plan

Sheryl Mejia, Director of Emerging Managers, New York State Common Retirement Fund

Mark Meyers, Trustee, Dearborn Heights Police & Fire Retirement System

Daniel Miller, MPA, Deputy Executive Director, Board of Education Retirement System of the City of New York

Eileen Neill, CFA, Managing Director, Senior Consultant, Verus

Steve Nelsen, Executive Director, Washington State Law Enforcement Officers' and Fire Fighters' (LEOFF)

Kevin M. Nichols, Senior Investment Management Consultant, The Forma Group - Morgan Stanley Wealth Management

Keynote Speaker

M.K. Palmore, CISM, CISSP, Assistant Special Agent in Charge, Federal Bureau of Investigation

Nadine Pfeifer, Consultant, Chartwell Consulting

Guy Pinkman, Trustee, City of Lincoln Police and Fire Pension

Julian M. Regan, Senior Vice President, Segal Marco Advisors

Brian G Reynolds, Managing Partner, Chatham Capital

Don Ruiter, Trustee, Daytona Police and Fire Pension Fund

Ronald Ryan, CEO, Founder, Ryan ALM, Inc.

Scott Schaefer, Senior Investment Officer, Office of Investment and Innovation | SBA

Alec Stais, Chief Investment Officer, Employees' Retirement System of Rhode Island

Vivian Lin Thurston, Partner, Global Research Analyst, William Blair & Company, LLC

Darryl Walker, Board Trustee, Alameda County Employees Retirement Association

Doug Watler, Board Member & Trustee, Deerfield Beach Fire Pension

TBA, Angel Oak Funds

TBA, Backstop Solutions Group, LLC

TBA, Causeway Capital Management LLC

TBA, Cboe Global Markets

TBA, DuPont Capital Management


TBA, Tortoise Capital Advisors

TBA, William Blair & Company, LLC

Newport Marriott, America's Cup Avenue, Newport, RI, United States

Room Rate $349
*Prices exclusive of 13% tax & $1.00 Newport Tourism Assessment per night
  • 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

Earlybird Rate III (exp 5/31/18) Standard Rate
Managers/Service Providers $2,695 $2,895
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 3rd 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
  • Pension Outlook: The State of the U.S.Retirement System
  • New Styles and Strategies for Investing
  • Asset Allocation best Practices
  • Ongoing Education for Plan Fiduciaries and Participants
  • Challenges facing Public Pension Plans
  • Risk Management
  • Manager Selection
  • Equity Investing
  • Securities Lending
  • Hedge Funds
  • Private Equity/Venture Capital
  • Real Estate
  • Real Assets – precious metals, timber, infrastructure, agriculture, managed futures, etc.
  • Emerging and Frontier Markets
  • Choosing the right advisor/consultant
  • …and many more!
  • Pension Rep – Trustee, Administrators, Commissioners, Staff
  • Consultants
  • Attorneys
  • Taft Hartley Reps – Trustee, Administrators, Commissioners, Staff
  • 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