Alternative Investing Summit 2019

Ritz Carlton, Dana Point, CA
December 4, 2019 - December 6, 2019

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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 December 2, 2019

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)

1star
Ritz-Carlton Laguna Niguel
Ritz Carlton, Dana Point, CA, United States
949.240.2000

Rooms Rates
Garden View Single $309
Garden View Double $309
Rates are exclusive of tax, currently 10.16% and a $3.00 Dana Point TBID assessment charge per room/per night.

• 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.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net

The Importance of Impacting and Investing in Our Youth

Presented by

Chris "Ludacris" Bridges, Multi-Platinum, GRAMMY® Award-Winning Artist, Actor, and Entrepreneur

An Institutional Investor’s Perspective

Presented by

Betty T. Yee, Controller, State of California

Investing in an Angry World: Deindustrialization, Deglobalization, Disinformation, and Discontent

Presented by

Peter Marber, Ph.D., DCE Faculty of Management & Finance, Harvard University

Professional Athlete Innovators and Influencers Deliver Greater Investor Returns and Partners in Impact to the Alternative Investing Community

Presented by

Daniel Hughes, Partner/Co-Founder, LOHAS Advisors, Creator, Athletes Influence

Professional Athlete Innovators and Influencers Deliver Greater Investor Returns and Partners in Impact to the Alternative Investing Community

Presented by

Rashad McCants, Former NBA, Big3 Trilogy League, Founder, Hemp House Global, LLC and Vegano Energy, Inc.

Professional Athlete Innovators and Influencers Deliver Greater Investor Returns and Partners in Impact to the Alternative Investing Community

Presented by

Shawne Merriman, 3X All-Pro, Former NFL Defensive
Rookie of the Year
, Entrepreneur, “Lights Out” Brand, Media, and Production

Professional Athlete Innovators and Influencers Deliver Greater Investor Returns and Partners in Impact to the Alternative Investing Community

Presented by

Ephraim Salaam, 13 year NFL career, Broadcast Sports Media Personality, Founder/Producer, Independent Film Company, Active Supporter, Right to Vote

Professional Athlete Innovators and Influencers Deliver Greater Investor Returns and Partners in Impact to the Alternative Investing Community

Presented by

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”

  • 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