Alternative Investing Summit 2021
The Ritz-Carlton, Laguna Niguel, Dana Point, CA
December 8, 2021 - December 10, 2021
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
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 |
Keynote Presentation: Television, Tokenization and The Metaverse
Presented by
Rob Weiss, Producer and Writer of Entourage & Ballers, Hold On For Dear Life |
| 3:10pm |
Networking Refreshment Break Sponsored by: Modiv |
| 3:30pm |
LP Investment Officer Perspectives: Best Practices in Sourcing Opportunities &
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
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
Presented by
Brian Buehler, President & CEO, 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 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
Moderator
Steven Saltzstein, CEO, FORCE Family Office
Panelists
Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory Shane McMahon, CEO, Ideanomics |
| 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
Moderator
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 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 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
Panelists
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)
Panelists
William Healy, Partner, Silver Spike Capital David Robb, Managing Director, Frontier Group (SFO) |
| 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 |
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.
- 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
