Alternative Investing Summit 2020

Virtual
December 1, 2020 - December 2, 2020

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With the changing landscape among numerous industries due to COVID-19, the need to meet is more relevant than ever. Each Opal agenda contains a comprehensive list of seasoned speakers and leaders who are closely watching the impact of COVID-19 and its relation to industry trends. Opal is eager to keep education and networking a priority amongst this community.

At Opal, we understand that the current environment makes the prospect of travel complex. However, the desire to meet and engage with your industry peers hasn't diminished.

We are hoping to make your decision to attend the upcoming event an effortless one. Virtual conferences are playing a crucial role in this time of remote work and digital business by allowing organizations to adapt in a world going through new challenges. These changes are not only altering the way we do business now but will alter the way we do business in the future.

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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 1, 2020

(Schedule Times are in EST)

9:00am

CONFERENCE OPENS

9:55am

OPENING REMARKS

10:00am

Global Alternative Investment Outlook: Measuring the Winds of Change

Moderator

Ron Diamond, CEO, Diamond Wealth Strategies

Panelists

Elisabeth Préfontaine, Founder, Octonomics

Samuel Visner, Director, National Cybersecurity, The MITRE Corporation

David Ranson, President, Director of Research, HCWE & Co.

10:40am

Networking Break

10:50am

Non-Correlated/Niche Alternative Fund Strategies and Sectors That Help with Diversification Efforts

Moderator

Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO)

Panelists

Rob Sechrist, Co-Founding President, Pelorus Equity Group, Co-Manager, Pelorus Fund

Courtney Kramer Birnbaum, Senior Advisor, Cooper Family Office (SFO)

Michael Buchbinder, Partner, Scandinavian Capital Markets

Heeten Doshi, Managing Partner, Doshi Capital Management

11:30am

Networking Break

11:40am

Precision Medicine: Capitalizing on impact advancements in healthcare. It’s not that scary!

Scott Vandermeer, Managing Partner, Infusion 51a LP

12:00pm

Networking Break

12:10pm

Cannabis Real Estate: High Yield Independent of Interest Rate

Miki Batch, VP and Co-Founder, New Maple Holdings

12:30pm

Networking Break

12:40pm

Geopolitical Update and Interview

with

Stacey Dion, Managing Director & Global Head of Government Affairs, The Carlyle Group

Interviewed by

Sarah Hammer, Managing Director, The Wharton School

1:00pm

Exhibitor Showcase

1:20pm

Alpha Generation with a Less Correlated Investment Strategy in Public Equities

Ravi Kiran Goli, Founder & Portfolio Manager, multiply

1:40pm

Networking Break

1:50pm

Global Private Equity & Venture Capital Market Outlook

Moderator

Biff Pusey, Jr., JD, Partner, Kimble Advisory (MFO)

Panelists

Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory

Judy Lee, General Manager, SVTC + Constellar Ventures (SFO)

2:30pm

Networking Break

2:40pm

Capturing Opportunities in Alternative Credit & Debt Market Opportunities amid the COVID -19 Fallout

Moderator

Joseph Matthews, CFA, Alternative Investments Director, First Vice President - Financial Advisor, Morgan Stanley Consulting Group & Institutional Services

Panelists

Eric Newman CPA, CGMA, Treasury Manager, City of Stamford (Conn)

Fatima Hadj, Responsible of ESG for Private Debt and Chair of the PRI Committee for Loans and Securitized Products, DWS Investment GmbH

Cian Desmond, AVP | Wilshire Alternatives Research, Wilshire Associates Incorporated

George Souri, CEO, LQD Business Finance

3:20pm

Networking Break

3:30pm

The Digitization and Trading of Alternative Assets: Digital Gold

Moderator

Nisa Amoils, CIO, Mordan (SFO)

Panelists

Tyrone Ross Jr., CEO/ Founder, Onramp Invest/401

Zach Resnick, Managing Partner, Unbounded Capital

James Sowers, Executive Director, Sowers Family Investments (SFO)

4:10pm

Networking Break

4:20pm

Analyzing Direct Deal Pipelines vs. Co-Investments vs. Commingled Funds

Moderator

Sasha Bernier, Senior Vice President/Investment Committee, Cheltenham Investments (SFO)

Panelists

Ira Perlmuter, Founder / Board Member, JSPI Capital Partners, LLC / T5 Equity Partners LLC (SFO)

Roman Brent, President, Anacapa LLC

Aman Verjee, Co-Founder, Practical VC LLC

Bruce Roberts, CEO, Carofin, LLC

5:00pm

Networking Break

5:10pm

LP Perspectives & Allocation

Moderator

Chris Solarz, Managing Director, Cliffwater LLC

Panelists

Craig Robbins, Director of Investments, Childrens Hospital of Minnesota

Blair Richards, Chief Executive Officer, Halifax Port ILA/HEA Pension Plan and Trust Funds

Brian DeLucia, Managing Partner, Arrivato LLC (SFO)

5:50pm

Virtual Breakout Networking Cocktail Reception

7:00pm

CONFERENCE CONCLUDES

10:00am

CONFERENCE OPENS

10:55am

OPENING REMARKS

11:00am

Sourcing Opportunities, Portfolio Risk & Due Diligence in Today’s Market

Moderator

Eric Dansky, Analyst, Cooper Family Office (SFO)

Panelists

James Maloney, Board of Directors, Illinois Public Pension Fund Association (IPPFA)

Robert Levin, Managing Director, Emerging Star Capital, LLC

Kamil Homsi, Founder & Chief Executive Officer, GRC Investment Group (Dubai) (SFO)

11:40am

Networking Break

11:45am

Our Solution to America’s Pending Foreclosure & Eviction Crisis

Bill Bymel, Managing Director, Spurs Capital LLC & First Lien Capital LP

12:05pm

Networking Break

12:10pm

Shifamed: An Institution of Innovation + Execution

Amr Salahieh, CEO, Shifamed LLC

12:30pm

Networking Break

12:40pm

The Financial Performance of Real Assets: Opportunities, Strategies, Risks & Rewards

Moderator

Skip Coomber, III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office (SFO)

Panelists

Michael Haven, VP of Broker Dealer Relations, US Energy Development Corporation

Antonio Curia, Executive Director, Wimmer Family Office (MFO)

1:20pm

Networking Break

1:30pm

Real Estate Investing: Building, Balancing and Tweaking Your Portfolio

Moderator

David McConico, Chairman, City of Aurora (CO)-General Employees' Retirement Plan

Panelists

Paul Sygrove, Chief Investment Officer, Swig Equities, LLC (SFO)

Matthew May, President, May Realty Advisors

2:10pm

Networking Break

2:20pm

Creating an Impact Portfolio: Total Portfolio Construction Strategies

Modertor

James Rosebush, Chief Executive Officer, Intersection Impact Fund/The Wealth and Family Office Management Group (SFO)

Panelists

Alexis McCarthy, Founder & CEO, Springhead Social Impact

Jesse Simmons, Senior Investment Analyst, Align Impact

Eileen Neill, CFA, Managing Director, Senior Consultant, Verus Investments

3:00pm

Networking Break

3:10pm

The Art of Manager Selection and Due Diligence

Moderator

Stuart Caplan, Chief Investment Officer, Partner, Apex Financial Advisors (MFO)

Panelists

Peter Murrugarra, Head of Manager Due Diligence, ClearVest LLC

Tim Rafalovich, Senior Vice President, Wells Fargo, Alternative Equity Investor

3:50pm

Virtual Networking Cocktail Reception

5:00pm

CONFERENCE CONCLUDES

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


Registration Pricing

1 user/pass
GP / Service Providers $295
LP / Allocators Complimentary*
Discounted pricing on multiple passes available. Please contact your Opal Representative or info@opalgroup.net for additional details.

*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, Fund Providers as well as Business Development, Sales and Marketing Managers 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