Alternative Investing Summit 2020
Virtual
December 1, 2020 - December 2, 2020
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.
- - - - -
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
|
(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 |
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.
- 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
