Alternative Investing Summit 2020

Ritz Carlton, Dana Point, CA
December 6, 2020 - December 8, 2020

150 days left

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. We are proud to announce that the upcoming event will check all the boxes and be presented as a Hybrid event, to include both a "live" in-person event alongside a "virtual" online component. Over the next few months, we will all undoubtedly learn more about the course of the COVID-19 pandemic, and should circumstances require; the event will run solely virtual.

We hope to see you in person, but understand that may not be realistic for all of our clients. We are ready to welcome you in whatever manner it may be.

Information updates will be sent promptly should any details of the event change.

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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 July 6, 2020

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


Registration Pricing

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
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