Alternative Investing Summit 2021

The Ritz-Carlton, Laguna Niguel, Dana Point, CA
December 8, 2021 - December 10, 2021

5 days left

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.

To request our current agenda, participant list and sponsors


Current as of November 30, 2021

7:30am

Golf Outing at Waldorf Astoria Monarch Beach

10:00am

Exhibit Set-Up

10:00am

Registration/Information Desk Opens

12:40pm

Welcoming Remarks

12:45pm

Keynote Discussion: Measuring the Winds of Change – State of the Global
Economy and State of Geopolitical Affairs

Moderator

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

Panelists

Michael Ashley Schulman, CFA, Partner / Chief Investment Officer, Running Point Capital Advisors

Mustafa Saiyid, Senior Financial Sector Expert, IMF

Ann Lee, Advisor, Global Trust Group (MFO)

Chris Campbell, Chief Strategist, Kroll

1:40pm

Finding Alpha: Non-Correlated & Niche Fund Strategies & Sectors

Moderator

Jim Schnorf, Investment Committee, Eastern Illinois University Investment Committee

Panelists

Chadd Evans CFA, CAIA, CEO, Altera

Dr. Christiana (Chris) Bardon, Co-Managing Partner, BioImpact Capital

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

2:30pm

Yield and Appreciation through Net Lease Real Estate

Presented by

Bill Broms, Chief Investment Officer, Modiv

2:50pm

Networking Refreshment Break

Sponsored by: Modiv

3:30pm

LP Investment Officer Perspectives: Best Practices in Sourcing Opportunities &
Due Diligence in Today’s Market

Moderator

Mary D'Souza, CIO, Misha Investments

Panelists

Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO)

Premal Amin, Fund Administrator, Austin Fire Fighters Relief and Retirement Fund

Stuart Blair, Director – Research, Canterbury Consulting Group

4:10pm

Private Credit, Debt and Direct Lending: Where Can Investors Find Yield?

Moderator

Cian Desmond, Vice President, Portfolio Manager - Alternative Investments, Wilshire

Panelists

Rob Sechrist, President, Pelorus Equity Group, Inc.

Chris Christensen, JD, MIB, CEO, iCap Equity, LLC

Zack Ellison, Managing General Partner, Applied Real Intelligence LLC

5:00pm

ESG and Impactful Investment Strategies

Moderator

Joe McIntosh, Executive Director, TCC Foundation

Panelists

Carlos Ochoa, General Partner, AI8 Ventures

Jonnell Minefee, CEO, Solar Tyme USA, LLC

Carol Pepper, CEO and Founder, Pepper International

David Hamilton Nichols, Private Investor

5:40pm

Keynote Presentation: Building and Investing in Diversity, Equity & Inclusion
within Investment Management

Moderator

Tami Kesselman, Chief Solutions Strategist, Aligned Investing Global

Panelists

Gayle Jennings O'Byrne, Co-Founder & General Partner, WOCstar Fund

Chief Marbumrung, Managing Director, Investments, Applied Real Intelligence (“A.R.I.”)

Bobby Blair, Founder and CEO, LGBTQ Loyalty

6:20pm

Networking Cocktail Reception

8:00am

Registration/Information Desk Opens

8:00am

Continental Breakfast

Sponsored by: Captive Alternatives

9:00am

Opening Remarks

9:05am

Keynote Presentation: Strategic Investments in Film and Media: How the Explosive Demand for Streaming Content Production is Attracting Alternative Investors seeking Alpha Returns without the Risks

Presented by

Joey Difranco, Co-Founder and President, 1913 Media Group

Seth Hummel, Co-Founder/CEO & Executive Producer, 1913 Media Group

9:25am

Capitalizing with Cannabis and Alternative Health & Wellness

Moderator

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

Panelists

William Healy, Partner, Silver Spike Capital

John Ramsey, Portfolio Manager, Measure 8 Venture Partners

Jamie Warm, CEO, Henry’s Original

10:15am

Diversifying & Outperforming in the Pandemic with Tax Advantaged Private
Equity – Invest Where America Eats!

Presented by

Brian Buehler, President, Triton Pacific Securities, LLC

10:35am

Metals: Fueling the Energy Transition

Presented by

Philip Clegg, Portfolio Manager, Orion Resource Partners

10:55am

Private Insurance Investment – How a Family Office Can Mitigate Against Catastrophic Risk, While Creating Another Profit Center for Continued Legacy Planning

Presented by

Marks Sims, President and Global Business Development, Captive Alternatives

11:15am

Networking Refreshment Break

Sponsored by: Orion Resource Partners

11:35am

Real Estate Investing: Building and Rebalancing Your Portfolio

Moderator

Lee Norman, Managing Director, Ravinia Capital Group (SFO)

Panelists

Lloyd Hussey, Managing Director, WWG Self Storage Income Fund

Will Meris, EVP, Managing Director, Caliber

Dave Kirzinger, CEO, RISE Properties Trust

12:15pm

Global Private Equity and Venture Capital Investing Outlook

Moderator

Tim Rafalovich, Senior Vice President of Private Equity, Wells Fargo

Panelists

Neeraj Rama, Chief Investment Officer, Research & Development, CBCC | Rising Sun
(SFO)

Wendy Craft, Chief of Staff, Fulcrum Equities, LLC (SFO)

Joe Merrill, Partner, Sputnik ATX

12:55pm

Networking Luncheon

2:05pm

Investing in Cutting Edge and Innovative Technologies: Direct and Co-Investment
Opportunities

Moderator

Steven Saltzstein, CEO, FORCE Family Office

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

Shane McMahon, CEO, Ideanomics

Tracy Deforge, CEO & Founder, The Players' Impact

2:40pm

Cancer Innovation and Impact Investing: The Triple Bottom Line

Presented by

Craig Philips, President, Kineta, Inc.

3:00pm

Investing in Digital Assets and Building on the Blockchain

Dr. Alexandra Cook, CPA, CGMA, CFF, FAIA, Managing Member, Sunburst Ventures Florida, LLC (SFO)

Panelists

Tyrone Ross Jr., CEO/Co-Founder, Onramp Invest

Dr. Oksana Malysheva, Managing Partner, Sputnik ATX

Wilfred Daye, Head of Securitize Capital, Securitize

3:40pm

Hedge Funds and The Rebirth of Active Management: Time to Hedge?

Moderator

John Moore, CFA, Managing Partner and Chief Investment Officer, Harpswell Capital Advisors, LLC, Managing Partner, Maine Medical Center

Panelists

Bruce Galloway, Chief Investment Officer, Galloway Capital Partners, LLC

Joseph Boushelle, Senior Managing Director, Alternative Investments, Clearstead

Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO)

4:20pm
International & Emerging/Frontier Market Strategies: Where Should You Be
Investing and Where is Future Growth?
Moderator

Kevin Nichols, CPWA, CAIA, CIMA, Senior Investment Management Consultant, Centre Harbour Group–Morgan Stanley Consulting

David Mullings, Chairman & CEO, Blue Mahoe Capital Partners

Jerry Olynuk, Sr. Vice President & Portfolio Manager, Northland Wealth Management
(MFO)

Simon Littlewood, Director, Li Family Office (SFO)

5:00pm

Keynote Panel: Professional Athlete Using their Innovation, Investing and Influence Capital to Elevate Alternative Investments and Deliver Impact Results and Greater Returns

Moderator

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

Panelists

Daniel Puder, MMA Champion/Founder of My Life/My Power and Transformational Tech Academy

Donte Whitner, 11 year NFL, 3X Pro Bowl Free Safety, NFL Analyst, Investor Kirkland Hills Capital

Shawn Springs, 13 year NFL/Pro-Bowl/Founder/CEO of Windpact

Adam Greenberg, MLB Chicago Cubs, Author, COO, Redivider Blockchain Opportunity
Zone Fund

Dr. Jen Welter, 1st Female Coach in NFL & Madden, 2 x Gold Team USA, 14 years Women’s Pro Football

5:40pm

Networking Cocktail Reception

8:30am

Registration/Information Desk Opens

8:30am

Continental Breakfast

Sponsored by: Triton Pacific Securities, LLC

9:15am

Opening Remarks

9:20am

Portfolio & Investment Risk: What Are You Ignoring?

Moderator

Carolyn Weiss, Chief Financial Officer & Treasurer, New York Community Trust

Carl Ludwigson, Director of Manager Research, Bel Air Investment Advisors

Michael Wagner, Director of Fixed Income, Tolleson Wealth Management (MFO)

10:00am

SPAC’s vs Traditional IPO’s

Moderator

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

William Healy, Partner, Silver Spike Capital

David Robb, Managing Director, Frontier Group (SFO)

Mark A. Solovy, Co-Head, Technology Finance Group, Co-Head, SPAC Group, Monroe
Capital

10:35am

You Can Have It All: Sustainable Returns and a Sustainable Future

Moderator

Tami Kesselman, Founder & Chief Solutions Strategist, Aligned Investing Global

Panelists

Francie Heller, Member, Investment Committee, Furman University Endowment

Jim Hurd, Director, Hurd Family Office / Green Science Exchange

David Hamilton Nichols, Private Investor

Daryn Dodson, Managing Director, Illumen Capital

11:20am

Conference Concludes

5star
Ritz-Carlton, Laguna Niguel
One Ritz-Carlton Drive Dana Point, CA  92629 


Registration Pricing

Standard Rate
Asset Managers/Service Providers $2,895
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
  • 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