Alternative Investing Summit 2022
The Ritz-Carlton, Laguna Niguel, Dana Point, CA
December 4, 2022 - December 6, 2022
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 25 2022
| 7:30 am |
Golf Outing at Waldorf Astoria Monarch Beach |
| 10:30 am |
Exhibit Set-Up |
| 11:00 am |
Registration/Information Desk Opens |
| 12:45 pm |
Welcoming Remarks |
| 12:50 pm |
Keynote Discussion: Measuring the Winds of Change – State of the Global Economy and Geopolitical Affairs
Moderator
Sandip Bhagat, Chief Investment Officer, Whittier Trust Company (MFO)
Panelists
Jen Bawden, Author & Macro Strategist, CEO, Bawden Family Office (SFO) David Walker, Former U.S. Comptroller General - President George W. Bush & President Bill Clinton Retired Lt. General David A. Deptula, Dean, Mitchell Institute for Aerospace Studies |
| 1:50 pm |
Finding Alpha: Non-Correlated & Niche Fund Strategies & Sectors
Moderator
Cian Desmond, Vice President, Portfolio Manager - Alternative Investments, Wilshire
Panelists
Hugh Tawney, Director, RiverRock Funds Christopher Lay, Co-Founder, Leonid Capital Management |
| 2:30 pm |
Standalone Presentation
Presented by
TBA, Assure |
| 2:50 pm |
Lithium Supply Chain Problem and Solutions
Presented by
Michael Marsden, Vice President, Hy Power Salton Sea, Inc. |
| 3:10 pm |
Networking Refreshment Break
Sponsored by:
|
| 3:30 pm |
ESG and Impactful Investment Strategies
Moderator
Tami Kesselman, Chief Impact Strategist, Aligned Investing Global
Panelists
Michael Carrillo, Director of Business Development, Apex Group Dail St. Claire, President & Sr. Advisor, St. Claire Consultants, LLC Brett Wayman, Managing Partner, Overlay Capital |
| 4:10 pm |
Private Credit, Debt and Direct Lending: Where Can Investors Find Yield?
Moderator
Michael Wagner, Director of Fixed Income, Tolleson Wealth Management (MFO)
Panelists
Kenneth Pitman, CFA CAIA, Principal, Mercer (US) Inc. Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO) |
| 4:50 pm |
LP Investment Officer Perspectives: Best Practices in Sourcing Opportunities & Due Diligence in Today’s Market
Moderator
Dr. Alexandra Cook, CPA, CGMA, CFF, FAIA, Managing Member, Sunburst Ventures Florida (SFO)
Panelists
Greg Knoll, Beneficiary Trustee and Executive Director, The Firefighters Pension Investment Fund / IPF Sandip Bhagat, Chief Investment Officer, Whittier Trust Company (MFO) Daniel Walker, Board Member, The California Endowment |
| 5:30pm |
Networking Cocktail Reception |
| 8:15 am |
Registration/Information Desk Opens |
| 8:30 am |
Continental Breakfast
Sponsored by:
|
| 9:25 am |
Opening Remarks |
| 9:30 am |
Keynote Presentation: Challenge yourself to be the best person possible and in that effort, choose to make a difference in the lives of others
Presented by
Tom Sullivan, Entertainer, Singer, Actor, Author, Motivational Speaker |
| 10:00 am |
SELF STORAGE – #1 during Best of Times, #1 during Worst of Times
Presented by
William Leitner, Principal & Managing Partner, Leitbox Storage Partners |
| 10:20 am |
Impact Investing with DLP Capital
Presented by
Richard Delgado, Managing Director, DLP Capital |
| 10:40 am |
Fireside Chat Falon Fatemi, CEO & Co-Founder, Fireside Chat Greg McBeth, CEO, Melier.com |
| 11:00 am |
Real Estate & Real Asset Investing: Building and Rebalancing Your Portfolio
Moderator
Keith Danko, Managing Partner, Stonegate Alternative Solutions, and Founder, Witherspoon Partners
Panelists
Desiree Patno, CEO, NAWRB Joe McIntosh, Director, McIntosh Management LLC Robert E. Lee, MBA, CCIM, Principal – Senior Managing Partner, IV Capital Partners Michael Gallagher, Real Estate Portfolio Manager, Prelude Capital |
| 11:40 am |
Global Private Equity and Venture Capital Investing Outlook
Moderator
Tim Rafalovich, Senior Vice President of Private Equity, Wells Fargo
Panelists
Joseph Boushelle, Senior Managing Director, Alternative Investments, Clearstead Faye Sahai, Innovation Advisor and Board Member, Investing in Digital Health, Managing Partner, Telosity Ventures Mark Perry, Managing Director, Wilshire Sarah Chen-Spellings, Co-Founder & Managing Partner, Beyond The Billion (launched as The Billion Dollar Fund for Women) |
| 12:20 pm |
Networking Luncheon |
| 1:30 pm |
Investing in Digital Assets and Building on the Blockchain
Moderator
Sarah Hammer, Managing Director, The Wharton School
Panelists
Tyrone Ross Jr., CEO & Co-Founder, Turnqey Labs, Inc. Kurt Overley, Partner, Coruscant LLC |
| 2:10 pm |
Investing in Innovative and Disruptive Companies: Funds, Direct and Co-Investment Opportunities
Moderator
Skip Coomber, III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office (SFO)
Panelists
Robert Blabey, Chief Investment Officer, Align Private Capital (MFO) Judy Lee, General Manager, Onelin Capital Corporation (SFO) Adrian Mendoza, Founder & General Partner, Mendoza Ventures |
| 2:50 pm |
Networking Refreshment Break
Sponsored by:
|
| 3:20 pm |
Hedge Funds and The Rebirth of Active Management
Moderator
Joshua M. Barlow, CPA, CAIA, Managing Director, Valhalla Fiduciary
Panelists
Howard Hodel, Deputy Chief Investment Officer, Employees’ Retirement System of the State of Hawaii Bruce Galloway, Founder, Galloway Capital Management Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO) |
| 4:00 pm |
International & Emerging Market Strategies: Where Can Investors Find Growth and Stability?
Moderator
Kamil Homsi, Founder & Chief Executive Officer, GRC Investment Group (Dubai) (SFO)
Panelists
Ann Lee, Advisor, Global Trust Group (MFO) Oliver Fratzscher, Chief Executive Officer, EM Leaders LLC Mustafa Saiyid, Senior Financial Sector Expert, IMF |
| 4:40 pm |
Keynote Panel: Professional Athletes Using their Innovation, Investing and Influence Capital to Elevate Alternative Investments and Deliver Impact Results and Greater Returns
Continuing the Athlete’s Influence/Capital Untapped Series, Danny Hughes brings Professional Athletes from the NFL, MLB and MMA to share how they are each using their Ideas and Inspiration, along with their Investment and Influence Capital, to elevate disruptive and innovative Alternative Investments.
Moderator
Daniel Hughes, Founder/Co-creator of Athletes Influence, Partner, LOHAS Advisors
Panelists
Andre Reed, NFL Hall of Fame, 7X NFL Pro-Bowl, Founder of Andre Reed Foundation and the Read with Reed 83 program, Investor, Entrepreneur, Speaker, and Philanthropist Lindsay Taylor, Former Women’s Professional Soccer/WPSL, National Player of the Year and Captain of Stanford’s first national championship. Founder & CEO, Envra Mitch Richmond, NBA Hall-of-Fame, NBA Rookie of the Year, 6X NBA All-Star, Olympic Gold Medalist, NBA Champion, Philanthropist, Web 3.0, NFT, NIL Entrepreneur Shawne Merriman, 3X All-Pro, Former NFL Defensive Rookie of the Year, Entrepreneur “Lights Out Extreme” (LXF) brand, media & production, Media Personality, Philanthropist Will Blackmon, Former 12-year NFL Free Safety, Green Bay Packers, NY Giants (Super Bowl Championship), NFL Analyst Sky Sports London, Wine Connoisseur - the “NFL Wine Guy” |
| 5:40 pm |
Networking Cocktail Reception |
| 8:30 am |
Registration/Information Desk Opens |
| 8:30 am |
Continental Breakfast |
| 9:15 am |
Opening Remarks |
| 9:20 am |
Portfolio & Investment Risk: What Are You Ignoring?
Moderator
Keith Danko, Managing Partner, Stonegate Alternative Solutions, and Founder, Witherspoon Partners
Panelists
Reynolds Williams, Commissioner, South Carolina Retirement System Investment Commission Aaron Rosen, Director, Sky & Ray Family Office |
| 10:00 am |
Capital Markets and IPO’s Headed into 2023
Moderator
Michael J. Levas, Founder & Managing Principal, The Olympian Group, and Venture Partner, Irongate Capital Advisors
Panelists
Lisa Terk, Senior Vice President, US Capital Global Dr. Paul Wendee, Managing Director, Head of Investment Banking, Exemplar Capital, LLC |
| 10:40 am |
You Can Have It All: Sustainable Returns and a Sustainable Future
Moderator
Tami Kesselman, Chief Impact Strategist, Aligned Investing Global
Panelists
Simon Littlewood, Director, Li Family Office (SFO) Cristina Calvo, CEO & Founder, Overview Effect Kaitlin Archambault, Founder & CEO, Open Future Coalition |
| 11:20 am |
Conference Concludes |
• Rooms are available only to those participants who are registered conference attendees.
• Rooms will not be guaranteed without a credit card.
• Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
• The name on the form will be the name of the guest room.
Registration Pricing
| Standard Rate | |
|---|---|
| Asset Managers/Service Providers | $2,895 |
| Investors (must be allocators to 3rd party fund managers) | 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
