Alternative Investing Summit 2018

Conference Details
Agenda
Hotel Information
Registration Pricing

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.

To request our current agenda, participant list and sponsors

Speaker List Current as of

Wednesday, December 5, 2018
Thursday, December 6, 2018
Friday, December 7, 2018

8:00AM	Golf Outing at Monarch Beach
9:00AM	Exhibit Set-Up
10:00AM	Registration/Information Desk Opens 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.
12:30PM	Opening Remarks
12:45PM	Global Macro Outlook: Betting on The Big Picture Sustainability, Vice And Beyond: Investing In The Trump Era Tail Risk, Black Swans And Hedging For Uncertainty Perspective on Global Trade and Macroeconomic Outlook during the Trump Administration Moderator Skeeter Bird, CEO, Northwestern Oklahoma State University Foundation Panelists Mustafa Saiyid, Senior Financial Sector Expert, IMF David Ranson, President, Dir. of Research, HCWE & Co. Raveendra Nath Batra, Professor of International & Macro Economics, Southern Methodist University
1:45PM	LP Perspectives & Allocation Plans Investment Officers discuss where they think the smart money is being invested and where are LPs seeing most pushback from their investment committees. Given current market conditions and a risk of overexposure, what are LPs’ allocation and investment plans for 2019? Moderator Cian Desmond, AVP \| Wilshire Alternatives Research, Wilshire Associates Incorporated Panelists Michael Ashley Schulman, CFA, Consultant, Hollencrest Capital Management (MFO) Jonathan Shear, Chief Investment Officer, University of Utah Investment Management Daniel Miller, MPA, Deputy Executive Director, Board of Education Retirement System of the City of New York
2:45PM	Building Systems that Attract Investors Critical Steps to Create an Effective Investing Strategy When do the big trends and solutions become additive and generate “alpha”? Investors want to see that their investments are making a real difference. How do you achieve that? What Will It Take to Get to Scale? Dos and Don’ts for Social Entrepreneurs Seeking Funding Theme-Specific Investments? Hidden Risks and the Importance of Fund Level Due Diligence Designing unique investment programs for institutional and high-net-worth clientele Tax consequences of investment actions Moderator Will Buividas, Vice Chairman, Arizona Public Safety Personnel Retirement System (PSPRS) Panelists Josh Roach, Managing Partner and Family Principal, Lloyd Capital Partners (SFO) Kurt Vroman, Board Trustee/Secretary, Deltona Firefighters Pension Plan DJ Van Keuren, VP of Family Office Capital, Hayman Family Office (SFO)
3:30PM	Networking Refreshment Break in Exhibit Hall
4:00PM	Investing through Qualified Opportunity Zones Moderator Sandra Osborne, Director of Investments, ImpactAssets Panelists Vijar Kohli, Co-founder & Portfolio Manager, Golden Door Asset Management Craig Bernstein, Managing Partner, OPZ Capital Brent R. Parker, CPA, Principal, Novogradac & Company LLP Timothy S. Pollock, Partner, Morris, Manning & Martin, LLP
5:00PM	Investing in Disruptive Technology Moderator Nathan McDonald, Managing Partner and CEO, Keiretsu Capital Panelists Helen Thomas, CEO, TouchJet Oded Malky, CEO & Chief Technology Officer, SHM Controls Mike Connolly, CEO & Chairman, Healionics Caitlin Cameron, CEO, OtoNexus Randy Williams, Founder & CEO, Keiretsu Forum
5:45PM	Networking Cocktail Reception in Exhibit Hall Join us and unwind with fellow industry professionals for refreshments during our last networking break of the day.

7:00AM	Networking Continental Breakfast in Exhibit Hall
7:00AM	Registration/Information Desk Opens 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.
7:45AM	Opening Remarks
8:00AM	Non-Correlated Alternative Fund Strategies Sustainable Impact Strategies Moderator John Agenbroad, Chairman, Inter-Local Pension Fund Panelists Matthew Mark, Director US Asset Owners/Distribution, World Gold Council Kimberly Ann Flynn, Managing Director Alternative Investments, XA Investments LLC Matt Ritzel, VP Sales, Red Cloud Klondike Strike Inc. Mark Waite, Director of Endowment Investments, University of Utah Investment Management Exploring the Role of Alternatives in Impact Investing Measuring Social Impact with Big Data Analytics How can Big Data innovate Impact Investing? Top 5 Challenges in Impact Investing Projects ROI strategies for impact investments The Role of ESG and SRI Strategies Moderator Tami Kesselman, Founder & Chief Strategist, Aligned Investing Global Panelists Jonathan Smiga, Managing Partner, Keen Growth Capital Don Shannon, Director, StepStone Group
9:00AM	Private Equity and Venture Capital: Deal Structures + Opportunities Investing in the Cannabis Industry Moderator Tim Rafalovich, Senior Vice President, Wells Fargo, Alternative Equity Investor Panelists Kevin Tunick, Vice President and Managing Director of Private Investments., UNC Management Company Stephanie Simon, Managing Director, Portfolio Manager, Winslow Capital Management, LLC Vincent Jelani, Chief Executive Officer, Crux Holdings Moderator Sherri Haskell, Founder, CEO, CannaAngels LLC Rehan Huda, Chief Executive Officer, Green Sky Labs Christopher Henderson, CIO, Myrtlewood Capital (SFO)
10:00AM	Networking Refreshment Break
10:15AM	Private Debt and Direct Lending (or Opportunities in Credit Investing) Looking at the Energy Markets Moderator Mark Perry, Managing Director, Wilshire Private Markets Panelists David Hunter, Executive Director, CIO, North Dakota State Investment Board / North Dakota Legacy Fund Dan Devorsetz, Chief Investment Officer, Horizon Technology Finance John Brignola, Managing Partner, LBC Credit Partners, Inc. Sam Austin, Partner, NEPC, LLC Moderator Gabriel Nelson, Associate Director, Liquid Alternatives Research, Pavilion Advisory Group Inc. Panelists Ron Barone, Senior Analyst, VE Capital Management, LLC Brad Updike, Director, Mick Law P.C. Joy Perry, Managing Director and Investment Director, Wellington Management
11:15AM	Real Estate Investing: Building, Balancing and Tweaking Your Portfolio Investing in the Crypto Currency & Blockchain - Distributed Ledger Technology (DLT) Markets Moderator Bradley Baker, Managing Director, Wilshire Consulting Panelists James Julian, Managing Director, Senior Living Equity Partners LLC Stuart Wood, Managing Director, Cortland Capital Market Services Moderator Thomas Heck, Chief Investment Officer, Ball State University Endowment Panelists Brian Sewell, Founder, Rockwell Capital Management (SFO) Jason Toussaint, Managing Director Asia Pacific, Emergent Technology Holdings
12:00PM	Collateralized debt in real estate – a safe harbor in volatile times Jonathan Lewis, Managing Partner, JLJ Capital
12:30PM	Networking Luncheon
2:00PM	Niche Strategies and Emerging Managers Defining today’s niche strategies How niche can become mainstream Investing early to build relationships for successor funds Finding scalable niche and emerging opportunities Seed and acceleration economics Underwriting newer firms, additional diligence steps: terms, team, track record, infrastructure What makes investing in emerging mangers an attractive proposition Where do emerging managers fit within the overall portfolio allocation Separate bucket or integrated within the different asset classes Are allocations to emerging managers increasing or decreasing Which investors are most receptive to new managers? Who/what type of fund is succeeding in the current market What challenges will a new manager face? What makes a startup fund succeed? Moderator Eileen Neill, CFA, Managing Director, Senior Consultant, Verus Investments Panelists Neeraj Rama, Chief Investment Officer, Research & Development, CBCC \| Rising Sun (SFO) Bill Li, Senior Investment Officer, Portfolio Completion Strategies, Massachusetts Pension Reserves Investment Management Board William Lappas, Managing Director, Woodbridge Capital Partners LLC (SFO) Henry Wilson, Trustee, Wayne County Employees' Retirement System
2:45PM	Seeking Alpha: Which Hedge Fund Strategies Look the Most Attractive Over the Next 24 Months Moderator Anthony Novara, Research Director – Global Hedge Fund Strategies & Capital Markets, Dimeo Schneider & Associates Panelists Chris Walvoord, Partner - Global Head of Hedge Fund Research, Aon Hewitt Alexander Leiken, Senior Alternatives Manager Research Analyst, RVK, Inc. Ronen Schwartzman, CIO, Cooper Family Office (SFO)
3:30PM	Investing in Alternative Risk Premia Funds Moderator Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO) Panelists Jagdeesh Prakasam, Co-CIO, Rotella Capital Management, Inc. Philip R. McDonald, CFA, CAIA, CIPM, Director of Investments, Portfolio Manager, Symmetry Partners, LLC Joseph Cusick, Director of OIC Education and Business Development, The Options Industry Council
4:15PM	Crystallizing Value and Generating Returns How are savvy managers navigating high prices and growing competition in today’s frothy market to generate superior returns? Faced with uncertain financial markets and increasing disruption, what is the smartest money purchasing? Moderator Robert Grden, Executive Director, Wayne County Employees Retirement System Panelists Lyle Minton, Chief Investment Officer, Keel Point (MFO) Kevin Nichols, CAIA, CIMA, Senior Investment Management Consultant & Vice President, Morgan Stanley Consulting Group & Institutional Services Irv Lowenberg, City Treasurer, City Of Southfield Retiree Healthcare And Benefits Plan Doug Watler, Board Member & Trustee, Deerfield Beach Fire Pension
5:15PM	Networking Cocktail Reception in Exhibit Hall Join us and unwind with fellow industry professionals for refreshments during our last networking break of the day. Sponsored By: JLJ Capital
6:30PM	Keiretsu Capital’s Innovation Showcase Scotch Pitch

7:30AM	Continental Breakfast
8:15AM	Opening Remarks
8:30AM	GP-Co Investments vs Direct Investing? Moderator Skip Coomber, III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office (SFO) Panelists Christopher Nolte, President, Marcus Investments (SFO) Randy Norton, Managing Partner - Head of Real Estate and Alternatives, Green Mesa Capital (SFO) Ron Diamond, CEO, Diamond Wealth Strategies Mac LaFollette, Founder, The GC Companies
9:30AM	Portfolio Harmony: Balancing Your Asset Allocation and Portfolio Construction Prognosis for markets, near and longer-term. Targeted asset allocation strategies moving forward Using technology to monitor your portfolio and manage risk US equity and bond markets have enjoyed lengthy bull markets, are we at risk of these markets going against us? Moderator Lily Cavanagh, Treasurer, Redford Township Police & Firemen’s Retirement System Blair Richards, CEO, Halifax Port ILA/HEA Pension Plan and Trust Funds Ali Jaffery, Director, CM Capital Advisors, LLC (SFO) Greg Martinez, Co-Founder and Managing Principal, The Beverly Park Group Randy Bull, Senior Investment Manager, Fifth Third Bank
10:30AM	Performance and Benchmarking What is the gold standard today? Is multiple benchmarking a safer option? Is a strong track record an accurate indicator of future performance? Moderator David McConico, Chairman, City of Aurora (CO) General Employees' Retirement Board Panelists Carl Ludwigson, Director of Manager Research, Bel Air Investment Advisors Erik Carleton, Director of Pension Investments, Textron Pension Fund Stuart Odell, Assistant Treasurer, Retirement Investments, Intel Corporation
11:30AM	Active portfolio management and risk Faced with an increasing portfolio size and an uncertain macroeconomic environment, how are LPs repositioning their portfolios and what models are being using to quality and quantify risk? Consolidation of GP relationships, selling of non-core assets, co-investing, diversification and ESG: what do LPs believe are the best drivers for returns? Moderator Craig Robbins, Director of Investments, Childrens Hospital of Minnesota Panelists Amit Thanki, Investment Officer, San Bernardino County Employees' Retirement Association Aaron Rosen, CFA, Co-Portfolio Manager, Senior Vice President, LCM Investment Management, LLC James Perry, Head of Institutional Investor Solutions, MaplesFS
12:30PM	Conference Concludes

The Ritz-Carlton, Laguna Niguel

Ritz Carlton, Dana Point, CA, United States

949.240.2000

Rooms	Rates
Garden View Single	SOLD OUT
Garden View Double	SOLD OUT

The Ritz Carlton is currently sold out. For booking inquiries please contact Emily at efeldstein@opalgroup.net

Registration Pricing

	Earlybird Rate I (exp 6/30/18)	Earlybird Rate II (exp 8/31/18)	Earlybird Rate III (exp 10/31/18)	Standard Rate
Manager/Service Provider	$2,495	$2,695	$2,895	$3,195
*Investors: Endowment, Foundation, Family Offices, Non-Discretionary Consultant, Hospital/Healthcare Fund, Independent Fee-Only Investment Advisor	----	----	----	Complimentary*

*Subject to Opal Group’s verification and approval. Only individuals who are in an investment allocation decision making role 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 info@opalgroup.net

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Topics Will Include

Cyber Security Risks and Leadership

Presented by

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