Women’s Investment Management Leadership Summit 2017

Crowne Plaza Hotel, Times Square, New York, NY
September 14, 2017

111 days left

The inaugural Women’s Investment Management Leadership Summit will be held alongside the Emerging Managers Summit in New York City.

The summit will showcase female leaders in the investment management industry, at all stages in their career. Staying true to Opal Group's spirit of productive networking and educational programs, we welcome all participants from the industry (including men!), to listen to a speaker platform of strong female leaders. Our mission is to provide an inclusive atmosphere where women can voice their knowledge on investment portfolio management, investment trends, express their opinions on issues such as gender equality, and provide insight to women in earlier stages of their career.

Current as of May 18, 2017


Exhibit Setup / Registration Desk Open

All confirmed pre-registered delegates must approach the Registration Desk to check in and pick up conference badges. Business Cards are required to retrieve badges.


Continental Breakfast


Opening Remarks


Investing in Gender Diversity


Investor Roundtable: Investment Styles and Strategies


Networking Refreshment Break


Keynote Presentation






Impact Investing


Susanne Bregy, Managing Director, Rhodanus Capital


Networking Luncheon

Keynote Presentation: The Future of Finance: Emerging & Empowered

Keynote Speaker

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


Why Everyone Needs a Wendy Rhoades

Interview-Style Session






Networking Refreshment Break


Investment Trends in Private Equity & Venture Capital

This session will be led by women leaders in the PE and VC industry


Adena Hefets, Senior Associate, DFJ


Exploring the Advantages of Investing in Women Owned Firms

This session will be shared with the Emerging Managers Summit. This panel is meant to highlight the unique opportunities in investing with Women Owned Firms.


Abigail Laufer, CIO, Ferguson Family Office (SFO)

6:00pm - 7:00pm

Networking Cocktail Reception

Crowne Plaza Hotel Times Square Manhattan, Broadway, New York, NY, United States

Traditional King $369
*Prices exclude taxes. Rates are subject to prevailing taxes which are currently 8.875% New York State Tax, 5.875% New York City Tax and Occupancy Tax / Javits Center fee of $2.00 per occupied room and $1.50 charged to support the expansion of the Javits Center per room per night. Taxes and fees are subject to change without notice.
  • 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 I (expires 5/25/17) Earlybird Rate II (expires 7/15/17) Standard Rate
Managers & Service Providers $2,195 $2,495 $2,895
Family Offices (Single/Multi), Endowment, and Foundation Complimentary* Complimentary* Complimentary*
Pension/Union Trustee, Administrator, Director or Officer / Non-Discretionary Consultant Complimentary* Complimentary* Complimentary*

Family Offices (Single/Multi), Endowment, Foundation, and Non-Discretionary Consultant can be verified for complimentary access

*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 info@opalgroup.net
  • Family Offices
  • Endowments
  • Foundations
  • Consultants
  • Attorneys
  • Financial Planners
  • Accountants
  • Tax Planners
  • Estate Planners
  • Philanthropy Specialists
  • Family Business Experts
  • Succession and Generational wealth Planners
  • Asset Protection Specialists
  • Trust Companies
  • Tax Efficient Portfolio Managers
  • Long-Term Care Specialists
  • Hedge Funds
  • Fund of Funds
  • Real Estate Managers
  • Equity Managers
  • Venture Capitalists
  • Academics
  • Private Equity
  • Insurance Companies
  • Luxury Companies – Private Jets, Automotive, Executive Car Service, etc.