Alternative Investing Summit 2019
Ritz Carlton, Dana Point, CA
December 4, 2019 - December 6, 2019
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
Current as of
| Speakers |
Keynote Speaker
Peter Marber, Ph.D., DCE Faculty of Management & Finance, Harvard University Robert Grden, Executive Director, Wayne County Employees Retirement System Joe McIntosh, Executive Director, Tarrant County College Foundation Mustafa Saiyid, Senior Financial Sector Expert, IMF Elisabeth Préfontaine, Founder, Octonomics Michael J. Levas, Senior Managing Partner, ROSC Global Investments (SFO) David R. Grosner, CFA, CAIA, Chief Investment Officer, Lebanese American University Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO) Stephen Marsh, Senior Investment Officer, Sonoma County Employees' Retirement Association Steve Braverman, Co-Chief Executive Officer, Pathstone (MFO) Nadia Mashar, Chief Investment Officer, Al Sharqi Holding (SFO) Gene Trowbridge, Founding Partner, Trowbridge Sidoti LLP James Rosebush, CEO and Founder, Intersection Impact Fund/The Wealth and Family Office Management Group (SFO) Carl Ludwigson, Director of Manager Research, Bel Air Investment Advisors Alan Snyder, Managing Partner, Shinnecock Partners L.P. Todd Dawes, Managing Partner and Founder, Merus Advisors, LLC (MFO) Jerry Olynuk, Sr. Vice President & Portfolio Manager, Northland Wealth Management (MFO) Craig Robbins, Director of Investments, Children’s Hospital of Minnesota Jonathan M. Bergman, CFP®, President, TAG Associates (MFO) William Corry, Founder and General Manager, Corry Capital Advisors, LLC Biff A. Pusey, Jr., Partner, Kimble Advisory (MFO) Dave Hicks, Portfolio Manager, Perast Capital Management Dana Blydenburgh, Director, City of Tampa General Employees' Retirement Fund Juan Hernandez, Co-Chief Executive Officer, Openfinance Erol A. Peköz, Professor, Operations & Technology Management, Questrom School of Business, Boston University Paul Brodsky, Partner, Pantera Capital Jamie Finn, Co-Founder & President, Securitize Kurt Vroman, Chairman of the Pension Board, Deltona Firefighters Pension Plan Andrew Hodges, Managing Member, Value Investment Professionals (MFO) Christopher Henderson, Chief Investment Officer, Myrtlewood Capital (SFO) |
| Keynote Panel |
Professional Athlete Innovators and Influencers Deliver Greater Investor Returns and Partners in Impact to the Alternative Investing Community
Moderator
Daniel Hughes, Partner/Co-Founder, LOHAS Advisors, Creator, Athletes Influence Rashad McCants, Former NBA, Big3 Trilogy League, Founder, Hemp House Global, LLC and Vegano Energy, Inc. Shawne Merriman, 3X All-Pro, Former NFL Defensive Rookie of the Year, Entrepreneur, “Lights Out” Brand, Media, and Production Ephraim Salaam, 13 year NFL career, Broadcast Sports Media Personality, Founder/Producer, Independent Film Company, Active Supporter, Right to Vote Will Blackmon, Former 12-year NFL Free Safety, Green Bay Packers, NYGiants (Super Bowl Championship), NFL Analyst, Sky Sports London, Wine Connoisseur - the “NFL Wine Guy” |
| Speakers |
Keynote Speaker
Chris "Ludacris" Bridges, Multi-Platinum, GRAMMY® Award-Winning Artist, Actor, and Entrepreneur
Keynote Speaker
Betty T. Yee, Controller, State of California Robert Grden, Executive Director, Wayne County Employees Retirement System Arun Ponnusamy, Chief Academic Officer, Collegewise Matthew Mark, Director US Asset Owners/Distribution, World Gold Council Craig Philips, President, Kineta, Inc. Scott Peng, Founder and CEO, Advocate Capital Management, LLC Tim Rafalovich, Senior Vice President, Wells Fargo, Alternative Equity Investor Cari Lodge, Head of Secondaries and Member of the Investment Committee, Commonfund Xingyu Yang, Co-Founder, T&J Brothers Group LLC Joe Merrill, Partner, Sputnix ATX Consuelo Valverde, B.S.E.E., M.Sc., Founder & Managing Partner, SV LATAM Capital Will Buividas, Chairman, Arizona Public Safety Personnel Retirement System (PSPRS) Brandon Rath, Chief Investment Officer, Pelican Cove Partners Ian Selig, Manager Investor Relations, Safehold Elmer H. Huh, Chief Investment Officer, M.J. Murdock Charitable Trust Michael Mauceli, CEO, REI Energy David McConico, Chairman, City of Aurora (CO)-General Employees' Retirement Plan Blair Richards, CEO, Halifax Port ILA/HEA Pension Plan and Trust Funds Bradley Baker, Managing Director, Wilshire Consulting Jason Avishay, Principal, MSD Partners, L.P. (SFO) Dino Champagne, Vice President & Los Angeles Division Managers, Asset Preservation, Inc. Matthew M. May, President, May Realty Advisors Biff A. Pusey, Jr., Partner, Kimble Advisory (MFO) John Cocke, Partner & Co-Head of Credit Strategies, Corbin Capital Partners Mark Perry, Managing Director, Wilshire Private Markets Ravi Ugale, Managing Director, Private Equity and Credit, SunTrust Advisory Services Thomas Wiese, Senior Managing Director-Institutional Solutions, Lombard International Joseph Boushelle, Managing Director, Alternative Investments, Clearstead Erik Ridgley, CFA, Chief Executive Officer & Chief Investment Officer, Salem Partners Wealth Management (MFO) George Craddock, Executive Director, Richard A. Mayo Center for Asset Management, University of Virginia Darden School of Business Jerry Olynuk, Sr. Vice President & Portfolio Manager, Northland Wealth Management (MFO) Guy Pinkman, Trustee, Lincoln (NE) Fire & Police Retirement System Jerry Davis, Consulting Analyst and CIO, Piedmont Family Offices (MFO) Oliver Fratzscher, Chief Executive Officer, EM Leaders LLC Andy Mantel, Founder & CEO, Pacific Sun Advisors Don Shannon, Director, StepStone Group Ophir Bruck, Relationship Manager, Western North America, United Nations-supported Principles for Responsible Investment (PRI) Craig Robbins, Director of Investments, Children’s Hospital of Minnesota Tami Kesselman, Chief Impact Strategist & Alchemist, Aligned Investing Global Adam Frankel, Trustee, City of Delray Beach General Employees Retirement Fund Reynolds Williams, Chairman Emeritus, South Carolina Retirement System Investment Commission Brett Rentmeester, Chief Investment Officer, Jaggi Family Office (SFO) Don Plotsky, Co-Founder/Managing Member, Uinta Investment Partners LLC |
| Speakers |
Robert Grden, Executive Director, Wayne County Employees Retirement System Erol A. Peköz, Professor of Operations & Technology Management, Questrom School of Business, Boston University John Agenbroad, Chairman, Inter-Local Pension Fund Joshua M. Barlow, CPA, CAIA, Managing Director, Valhalla Fiduciary Jeffrey Johnson, Trustee, Municipal Employees’ Annuity and Benefit Fund of Chicago Elmer H. Huh, Chief Investment Officer, M.J. Murdock Charitable Trust Barclay Leib, CFE, CAIA, Senior Research Advisor, Cooper Family Office (SFO) Skip Coomber, III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office (SFO) Bill Li, Director, Portfolio Completion Strategies, Massachusetts Pension Reserves Investment Management Board David Robb, Managing Director, Frontier Group (SFO) Roman Brent, President, Anacapa LLC Ronald S. Diamond, Chairman and CEO, Diamond Wealth Lily Cavanagh, Treasurer, Redford Township Police & Firemen’s’ Retirement System Aaron Rosen, CFA, Co-Portfolio Manager Senior Vice President, Pinhook Capital Steven Wilkinson, Sr., Trustee, Oakland Police and Fire Retirement System John Repetti, Investment Team, Cooper Family Office (SFO) |
| Rooms | Rates |
|---|---|
| Garden View Single | $309 |
| Garden View Double | $309 |
• Rooms are available only to those participants who are registered conference attendees.
• Rooms will not be guaranteed without a credit card.
• Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
• The name on the form will be the name of the guest room.
Registration Pricing
| Standard Rate | |
|---|---|
| Asset Managers/Service Providers | $3495 |
| Investors | 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.
- Investors perspective on alternatives
- Volatility
- Risk
- Asset Allocation
- Hedge Fund
- Real Asset Investing
- Real Estate opportunities
- Direct and Co-Investing Opportunities
- 1031 Exchanges
- Liquid Alternatives
- Pension Reps – Trustee, Administrators, Commissioners, Staff
- Taft Hartley Reps – Trustee, Administrators, Commissioners, Staff
- Endowments
- Foundations
- Family Offices
- Consultants
- Attorneys
- Accountants
- Hedge Funds
- Fund of Funds
- Real Estate Managers
- Equity Managers
- Venture Capitalists
- Private Equity
- Mutual Funds and ETF Funds
- Security Lenders
- Infrastructure Based Fund Managers
- Investment Banks
- Insurance Companies
