Alternative Investing Summit 2023

The Ritz-Carlton, Laguna Niguel, Dana Point, CA
December 3, 2023 - December 5, 2023

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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.

To request our current agenda, participant list and sponsors


Current as of November 29, 2023

6:45 am - 11:45 am

Golf Outing at Waldorf Astoria Monarch Beach

8:20 am - 11:00 am

Pickleball Outing at Ritz Carlton

10:30 am

Exhibit Set-Up

11:00 am

Registration Desk Opens

12:40 pm

Welcoming Remarks

Presented by

Dan Meador, Head of Production, Opal Group

1:00 pm

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

 

  • Overview of 2023
  • What to expect in 2024?
  • China vs. USA? Russia vs. Ukraine and the Western World
  • Israel and Western Relations with the Middle Eastern
  • Cybersecurity Attacks on the Rise
  • Top Geopolitical Risks
  • Inflation, Interests Rates and Fed Policy
Moderator

Guy L Pinkman, Trustee/Advisory Board Member, Pension Benefit Guaranty Corporation, Lincoln Fire Police Retirement System

Panelists

Dr. Chris Thornberg, Founder, Beacon Economics

Marco Vicenzino, Director, Global Strategy Project

Charles Rettig, Former Commissioner, IRS

2:00 pm

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

Moderator

Skip Ralph Coomber III, President, Coomber Family Estates (SFO)

Panelists

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

Hugh Tawney, Director, RiverRock Funds

Neeraj Rama, Chief Investment Officer Research & Development, CBCC Patel Family Office (SFO)

2:40 pm

Investing in the Future: Exploring Student Housing as a Smart Alternative Investment Opportunity

Presented by

Jason Kjellson, EVP, Capital Markets, Versity Invest, LLC

Scott Rodriquez, EVP, Private Equity, Versity Invest, LLC

3:00 pm

Networking Refreshment Break

3:20 pm

Navigating Impact Focused Investment Strategies

Moderator

Tami Kesselman, Impact Strategist & Executive Coach, Next Gen Success LLC

Panelists

Valerie Red-Horse Mohl, President & Co-Founder, Known

Mike Dewey, Founder and CEO, Hidden Star

Anne Johnston, Founder & Managing Director, Created Wealth Advisory

4:00 pm

Private Credit, Debt and Direct Lending: Where Are Investors Finding Risk Adjusted Yield?

Moderator

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

Panelists

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

Sumeet Wadhera, Head of Capital, PayJoy

Michael Raso, Director, WP Global Partners

4:50 pm

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

Moderator

Keith Danko, Founder and Managing Partner, Witherspoon Partners

Panelists

Brett Horton, Chief Investment Officer, Paris-Roubaix Group

Greg Knoll, Beneficiary Trustee & Board Treasurer, The Firefighters Pension Investment Fund, Executive Director, IPFA

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

5:30 pm

Networking Cocktail Reception

8:20 am

Registration/Information Desk Opens

8:20 am

Continental Networking Breakfast

9:20 am

Welcoming Remarks

Presented by

Dan Meador, Head of Production, Opal Group

9:30 am

Keynote Fireside Chat: The View of the Current Financial Landscape From California

Presented by

Fiona Ma, CPA, California State Treasurer, State Treasurer's Office

Marcie Frost, Chief Executive Officer, CalPERS

10:00 am

How To Enter The Public Market And Build A Best In Class Biotech Company

Presented by

Craig Philips, President, Kineta, Inc.

10:30 am

Real Estate, Real Asset and Infrastructure Investing For The Next Decade

Moderator

Kurt Vroman, Chairman, Deltona Firefighters Pension Plan

Panelists

Drew Weinstein, Vice President, Parkview Financial

AJ Osborne CEO, Cedar Creek Capital

David Shaffer, Managing Partner, WRC Advisors

11:20 am

Global Private Equity and Venture Capital Investing Outlook

Moderator

Keith Danko, Founder and Managing Partner, Witherspoon Partners

Panelists

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

Tom Bratkovich, Sr Vice President of Investments, DCA Partners

Ned W. Brines, CFA, Chief of Investment Strategy, Arnel & Affiliates

12:10 pm

Networking Luncheon

1:20 pm

Investing In Digital Assets and Building on the Blockchain During An Uncertain Regulatory Environment

 

FTX’s collapse undermined the industry’s credibility among investors, regulators, and the public. How should investors think about their exposure to digital assets and the future of the blockchain?

Moderator

Kurt Overley, Partner, Coruscant LLC

Panelists

Michael Silberberg, Head of Investor Relations, Alt Tab Capital

Bryan Courchesne, CEO, DAIM

Tyrone V. Ross Jr., CEO, 401 Financial, CEO & Cofounder, Turnqey Labs

2:10 pm

Artificial Intelligence’s Impact On Financial Markets & Corporate Growth

Moderator

Biff Pusey, Co-Founder & Member, CrossGrain Family Investments

Panelists

Harper Cheng, Principal Product Manager – Azure HPC+AI Software, Microsoft

Gary Fowler, CEO, President and Founder, GSD Venture Studios

John Chiang, Board Member, Apollo Medical Holdings

2:50 pm

Networking Refreshment Break

3:20 pm

Hedge Funds and The Future of Active Management vs. Passive Investing

 

  • Are Hedge Funds performing as they should during this market cycle?
  • How can active management take advantage of market turmoil?
  • Outlook for public equities in 2024
Moderator

Kevin M. Nichols, Financial Advisor, US Government Entity Specialist, The Centre Harbour Group, Morgan Stanley

Panelists

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

Veronica Wong, Senior Portfolio Manager, Bank of Hawaii

4:00 pm

International & Emerging Market Strategies: Where Can Investors Find Growth and Stability?

Moderator

James Maloney, Board of Directors, Illinois Public Pension Fund Association (IPPFA)

Panelists

Mustafa Saiyid, Senior Financial Sector Expert, IMF

Doug Rickett, Founder & CEO, PayJoy

Ann Lee, Advisor, Global Trust Group MFO

4:40 pm

KEYNOTE PANEL DISCUSSION: Influence Capital Untapped! How the Professional Athlete, Actor, Artists are bringing their Innovation, Investment and Influence capital together with Family Offices, Private Wealth, Impact and Alternative Investors to make a difference and drive greater returns.

Moderator

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

Panelists

Shaun Livingston, 3X NBA Champion Golden State Warriors, Partner Untethered Ventures, NBA Players Association Director of Player Engagement

Craig J Lewis, Founder/CEO of Gig Wage, European Professional Basketball, active Tech Investor

Kevin Burnett II, 9-year NFL, Real Estate Investor, AI and Tech Entrepreneur, HS Football Coach

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

Remi Adeleke, Former Navy Seal, Filmmaker, TV/HOST Special Forces; World's Toughest Test, Writer/Director/Producer of Unexpected Redemption

5:40 pm

Networking Cocktail Reception

8:30 am

Registration/Information Desk Opens

8:30 am

Continental Breakfast & Networking Reception

9:05 am

Welcoming Remarks

Presented by

Dan Meador, Head of Production, Opal Group

9:10 am

Portfolio & Investment Risk: What Are You Ignoring?

 

  • Next Black Swan event?
  • Inflation and Chairman Powell’s Fed Policy
  • Crypto effects on the broader markets
  • Public Markets vs. Private Markets
  • China, Russia Risks to Investors
Moderator

Kevin M. Nichols, Financial Advisor, US Government Entity Specialist, The Centre Harbour Group, Morgan Stanley

Panelists

Stacey Dion, Partner, Head of Global Government Affairs, The Carlyle Group

Kamil Homsi, Founder & Chief Executive Officer, GRC Investment Group Dubai (SFO)

9:50 am

Capital Markets and IPO’s Headed into 2024

Moderator

Marco Vicenzino, Director, Global Strategy Project

Panelists

Amir F. Heshmatpour, Chairman & Managing Director, AFH Holding & Advisory LLC SFO

Punit Dholakia, VP Capital Markets, Pipe Technologies

Ben Samuels, Head of Alternative Capital, Cross River

10:20 am

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

Moderator

Tami Kesselman, Impact Strategist & Executive Coach, Next Gen Success LLC

Panelists

Greg Knoll, Beneficiary Trustee & Board Treasurer, The Firefighters Pension Investment Fund, Executive Director, IPFA

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

Alex Raksin, Partner, Generate Capital

Iva Kaufman, Founder, Iva Kaufman Associates

11:00 am

Conference Concludes

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


Rate
Room $409 ++

Registration Pricing

Standard Rate
Asset Managers/Service Providers $3,195
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.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net
  • Global Economy and State of Geopolitical Affairs
  • Non-Correlated & Niche Fund Strategies & Sectors
  • LP Investment Officer Perspectives
  • Private Credit, Debt and Direct Lending
  • ESG and Impact Investment Strategies
  • Diversity, Equity & Inclusion within Investment Management
  • Cannabis and Alternative Health & Wellness
  • Real Estate
  • Private Equity and Venture Capital Investing
  • Investing in Innovative and Disruptive Companies
  • Digital Assets and Building on the Blockchain
  • Hedge Funds and Active Management
  • International & Emerging Markets
  • Portfolio and Investment Risk
  • Capital Markets and the IPO Marketplace
  • Investing in Sustainability for a Sustainable Future
  • 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