Ritz Carlton, Dana Point, CA
December 3, 2017 - December 5, 2017
The Alternative Investing Summit will bring together trustees and representatives of institutions as well as money managers and consultants to explore the roles of alternative opportunities and strategies. As a strategy, alternatives offer investors a method to obtain the returns they require and break the paradigm of the 60/40 rule, however not all alternatives are the same nor do they come without certain risks. Participants and delegates of this alternative investment conference will investigate a range of critical investment issues, including discussion of the risks and benefits of various asset classes and investment vehicles such as hedge funds and private equity, examining means of cutting costs associated with implementation of absolute returns strategies, reviewing the future of commodities and surveying the landscape of emerging international markets. With the current struggle of obtaining these returns, the question of fees has become of particular relevance, especially within the field of alternatives as investors measure their risks v. rewards. We will also look into impact investing as a way of obtaining returns that are socially responsible as well as many issues involved with fund management and the importance of education for trustees and other investment officers.
The label "alternative" describes a nebulous investment class to many investors, especially those in the institutional world who have strict ethical and fiduciary obligations to their organizations. However, pursuing alternative investments is essential to maximizing returns while maintaining proper asset allocation in plan portfolios of endowments, foundations, family offices, and public and corporate funds.
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.
9:00am |
Exhibit Setup |
10:00am |
Registration Desk Opens |
12:45pm |
Opening Remarks |
1:00pm |
What Matters Now: Navigating the New Investment Landscape
Panelist
Kellen Jones, President, Cache Private Capital
Panelist
Josh Smith, CEO & Co-Founder, Solovis, Inc.
Panelist
Robert Grden, Executive Director, Wayne County Employees' Retirement System |
1:45pm |
Global Macro Outlook: The Search for Value and Betting on The Big Picture
Moderator
Howard Cooper, CEO, Cooper Family Office (SFO)
Panelist
Dan Shainberg, Chief Investment Officer, BHIC LLC (SFO)
Panelist
Arun Sharma, Chief Investment Officer, International Finance Corporation (IFC)
Panelist
Adam Choppin, Analyst, Manager Research & Investment Strategy, FIS Group, Inc. |
2:35pm |
“This Could Never Happen to Us!” An Insider’s Guide to Avoiding Investment Scams, Cons, and Ponzi Schemes Mike Paris, Nystrom Beckman & Paris LLP William C. Nystrom, Nystrom Beckman & Paris LLP |
2:55pm |
Networking Refreshment Break |
3:15pm |
Addressing the Future of Alternative Strategies and What Will Thrive in Today’s Changing Environment A US economy that seemed locked in some form of “secular stagnation” or “new normal” is at long last showing some signs of being in something closer to an “old normal’.” The New York Times, March 1, 2017 The developed economies appear to be returning to the ‘old normal’ of healthy economic growth, mid-range inflation and increased volatility – which alternative strategies are likely to thrive in such an environment?
Moderator
Peter Gerlings, CFA, CAIA, Senior Vice President, Implemented Investment Consulting, Segal Rogerscasey
Panelist
Stuart Blair, Director of Research, Canterbury Consulting
Panelist
Mark Perry, Managing Director, Wilshire Associates
Panelist
Raviv Wolfe, Founder & Chief Executive Officer, Lago Six Capital |
4:00pm |
Critiquing Institutional & Private Wealth Investors We constantly hear of what investors’ need from their alternatives managers. However, what do alternatives managers need from investors in order to do their jobs properly?This session will cover what most investors do not understand about alternative investing and how the unknown can hurt their returns.
Moderator
Guy Pinkman, Trustee, City of Lincoln Police and Fire Pension
Panelist
William A. Pusey, Jr., Senior Wealth Advisor, Keel Point (MFO)
Panelist
Brandon Laughren, Managing Director, Co-Founder and CIO, The Laughren Group (SFO)
Panelist
Jonathan Miles, Managing Director, Head of Hedge Fund Advisory, Wilshire Consulting |
4:45pm |
Rethinking the Yale Model: Multi-Asset and Tactical Allocation for a New Era
Moderator
David Plants, CIO, Grace Cottage Foundation
Panelist
S. Michael Sury, Chairman, INDORUS Holding LLP (SFO)
Panelist
Ron Diamond, CEO, Diamond Wealth Strategies
Panelist
Howard Cooper, CEO, Cooper Family Office (SFO) |
5:30pm |
Cannabis: Where is the Opportunity for Investors?
Moderator
Sherri Haskell, Founder, CannaAngels LLC
Panelist
Richard Carleton, CEO, CSE | Canadian Securities Exchange
Panelist
Daniele Piomelli, PhD., Pharm.D., Doctor of Medicine, Professor, Anatomy and Neurobiology School of Medicine, Director, Institute for the Study of Cannabis, UC Irvine, Institute for Cannabis Research
Panelist
Scott Smith, Partner, Hanson Bridgett LLP |
6:30pm |
Networking Cocktail Reception Sponsored by: Nystrom Beckman & Paris LLP |
7:15am |
Networking Continental Breakfast Registration Desk & Exhibit Hall Open |
8:15am |
Opening Remarks |
8:30am |
Non-Correlated Alternative Fund Strategies
Moderator
Atif Ali, Director of Alternative Investments, G Family Office (SFO)
Panelist
William Corry, Senior Managing Partner, Corry Capital Advisors
Panelist
Gokhan Kisacikoglu, Founder & CEO, CIO, Quants
Panelist
John Liggett, Chief Investment Officer, JL Squared Group
Panelist
Jean-Francois Crousillat, Managing Director, Franklin Templeton Alternative Investments The Evolution of Value Creation in Private Equity & Venture Capital: Laying the Framework for Long Term Investing
Moderator
Shawn Quinn, Vice President, Wilshire Private Markets
Panelist
Paul Carbone, Managing Director, Pritzker Group Private Capital
Panelist
Robert Lee, Principal,The Beverly Park Group
Panelist
William Lappas, Managing Director, Woodbridge Capital Partners LLC
Panelist
Andrew Chung, Founder & Managing Partner, 1955 Capital |
9:30am |
Exploring Opportunities in Real Estate: What strategy best fits for investors in 2018?
Moderator
Phil Morgan, Chief Investment Officer, Earlham College
Panelist
Greg Myers, Managing Director, Cortland Capital Market Services
Panelist
Mike Hubbell, CEO, Portland Development Group Investments
Panelist
Mark Hanf, CEO, Pacific Private Money, Inc.
Panelist
Jack Davis, Investor Relations, The Dilweg Companies Crypto Currency Market Investments
Moderator
Art Cooper, COO, Cooper Family Office (SFO)
Panelist
Joe DiPasquale, CEO, Bitbull Capital
Panelist
Zach Hamilton, Managing Partner, Airfoil Capital
Panelist
Daniel Parker, Crypto-Economist, DP Global Advisors, LLC
Panelist
Sean Keegan, CEO, Digital Asset Strategies |
10:30am |
Networking Refreshment Break Sponsored by: Kochava |
10:50am |
Alternative Credit Strategies Alternative strategies can provide clients with yield many more traditional fixed-income asset classes can’t. This session will examine opportunities in the credit arena that can be an important allocation to offset flat fixed-income returns.
Moderator
Olga Kosters, Director,
Panelist
Sengal Selassie, Managing Partner, Brightwood Capital Advisors
Panelist
Ric Abel, Managing Director, Prudential Capital Group
Panelist
Matt Baker, Senior Vice President, Prudential Capital Group
Panelist
Aidan Kelleher, Head of Research and Analytics, Nexlend Capital Partners, LLC Investing in the Real Asset & Energy Markets
Moderator
Bryan Mick, President, Mick Law P.C.
Panelist
Paul Meissner, PhD, CEO, Energy Everywhere INC
Panelist
Kyle Vanourny, Director, Tortoise Capital Advisors
Panelist
Benjamin Tarbutton, Vice President of Investor Relations, Forestland Group
Panelist
Laurance Narbut, Managing Partner, Acceleration Resources |
11:50am |
How Blockchain Will Revolutionize Digital Advertising Breaux Walker, SVP, Blockchain, XCHNG brought to you by Kochava |
12:10pm |
Networking Luncheon |
1:45pm |
The Resource Efficiency Revolution: How it’s changing the global economy Former California State Controller, Steve Westly, will outline how new technologies and business models are enabling companies like Tesla, Uber and AirBnB to create some of the best investment opportunities in the market today. Mr. Westly has a unique background. After helping take eBay public in 1998, he was elected Controller and CFO of the State of California in 2002 where he served on the boards of CalPERS and CalSTRS. He then founded one of the larger sustainability venture firms in the United States, where he was an investor and board member of Tesla Motors. He and his partners have had 10 IPOs. He also served on the faculty on the Stanford Graduate School of Business for 5 years.
Keynote Speaker
Steven Westly, Founder & Managing Partner, The Westly Group |
2:15pm |
Investing in the Future: Innovative Technology and How it is Driving Radical Change in Most Industries
Moderator
Nathan McDonald, Managing Partner and CEO, Keiretsu Capital
Panelist
Randy Hubbell, President & CEO, Carmell Therapeutics
Panelist
Helen Thomas, Founder and CEO, TouchJet
Panelist
Bill Waller, CEO, Monitor Mask, Inc. |
3:15pm |
The Hedge Fund Industry: A transitional time for the industry?
Moderator
Anthony Lombardi, Associate Partner, Institutional Advisory Solutions, Aon Hewitt
Panelist
Carl Ludwigson, Director of Manager Research, Bel Air Investment Advisors
Panelist
Chad Burlingame, Director, Alternative Investments, Ascent Private Capital Management (MFO)
Panelist
Scott Glickman, CFA, CAIA, Marketing & Investor Relations, FQS Capital Partners L.P. |
4:00pm |
Investing in Sustainable Impact Strategies
Moderator
Brian Smiga, Partner, Alpha Venture Partners / Pritzker Group Venture Capital (SFO)
Panelist
Chad Givens, Managing Director, Nuveen
Panelist
Roland Van der Meer, Managing Director, Ultra Capital
Panelist
Michael Williams, Director, Sixty West
Panelist
Andrew Chung, Founder & Managing Partner, 1955 Capital |
5:00pm |
Managing Current Market Volatility & Risk to Maximize Investment Returns
Moderator
Skip Coomber, III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office (SFO)
Panelist
Daniel Zwirn, CEO, CIO, Founder, Arena Investors, LP
Panelist
Andrew Ross, CFA, CQF, FRM. Associate Director, PAAMCO
Panelist
Mike Kamell, CFA, CAIA, Consultant, Verus
Panelist
Aaron Rosen, CFA, Co-Portfolio Manager, Senior Vice President, LCM Investment Management, LLC |
6:00pm |
Networking Cocktail Reception |
8:00am |
Continental Breakfast |
8:45am |
Welcome Remarks |
9:00am |
100 Things – What’s on your list? Affected by the loss of a close friend, Sebastian Terry started on a personal journey to find happiness. His story and list have not only gone onto change his life, but have accidentally started a global movement of people who all now chase their dreams and help others in acts of kindness. Guaranteed to make you laugh, cry and inspire motivation, the 100 Things keynote is like no other and will re-engage, connect and inspire you to consider this question – ‘What’s on your list?
Keynote Speaker
Sebastian Terry, Author, “100 Things” |
9:45am |
How to Access the Best Managers via GP-Co Investments or Direct Investment Structures
Moderator
Ralph Money, Managing Director, Commonfund Capital, Inc.
Panelist
Randy Norton, Managing Partner, Head of Real Estate & Alternative Investments, Green Mesa Capital, LLC (SFO)
Panelist
Chris Winn, Principal, Alternative Investments, Winn Family Office (SFO)
Panelist
Brandon Rath, Chief Investment Officer, Calamar (SFO) |
10:45am |
Portfolio Harmony: Balancing Your Asset Allocation & Portfolio Construction
Moderator
Will Buividas, Vice Chairman, Arizona Public Safety Personnel Retirement System (psprs)
Panelist
Lily Cavanagh, Treasurer, Redford (MI) Police & Firemen Retirement System
Panelist
Chris Walters, Advisor to Family Offices, Family Office Consultant
Panelist
Rick Rodgers, Vice President, Director | MPPP Plan Administrator, Innovest Portfolio Solutions LLC |
11:45pm |
Conference Concludes |
12:30pm |
Golf Outing at Monarch Beach |
Ritz-Carlton | SOLD OUT |
Please see any of the Recommended Hotels below: | |
Montage Laguna Beach
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The Ranch at Laguna Beach
31106 S. Coast Highway Laguna Beach, CA, 92651 Tel: 800-223-3309 https://www.theranchlb.com/ Distance: 9 minutes / 4.3 miles |
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Surf & Sand Resort
1555 S Coast Hwy Laguna Beach, CA 92651 Tel: 949-497-4477 http://www.surfandsandresort.com Distance: 10 minutes / 5.7 miles |
Standard Rate | |
---|---|
Asset Managers | $3,295 |
Service Providers | $3,295 |
***Family Offices (Single/Multi), Endowment, and Foundation | Complimentary* |
Pension/Union Trustee, Administrator, Director or Officer / Non-Discretionary Consultant | Complimentary* |
*** These include: organizations that are solely investing on their own behalf in alternatives and do not sell any alternative investment products or services to clients including; sovereign wealth funds, pension funds, endowments, foundations, family offices, private clients and treasury.
*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.