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.
|Early bird Rate I (expires 8/31/20)||Early bird Rate II (expires 10/15/20)||Standard Rate|
|Fund Managers/Service Providers||$1,995||$2,295||$2,695|
*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.
Chris "Ludacris" Bridges, Multi-Platinum, GRAMMY® Award-Winning Artist, Actor, and Entrepreneur
Betty T. Yee, Controller, State of California
Peter Marber, Ph.D., DCE Faculty of Management & Finance, Harvard University
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”