Held in one of the world’s largest financial capitals, this event perfectly aligns with the culture and values of the city that never sleeps. The Emerging Managers Summit program highlights the benefits and opportunities for institutional and private wealth investors to invest in new, small, diverse and women owned, emerging and boutique fund managers. In addition to networking with key decision-makers of family offices, endowments, foundations, and pension funds, boutique and new managers will be able to connect and exchange best practice ideas with their peers. Delegates will hear from the nation’s leaders in the new and ever-changing emerging manager market.
The conference format is designed to be educational with fireside chat style panels. Only a few educational standalone presentations will be permitted. No PowerPoint presentations will be allowed for any panel discussions.
Peter Marshall, Founder and Chief Executive Officer, Walden Bridge Capital
Juan Alfredo Gomez, PhD, CFA, Portfolio Manager, Black Swan Quantitative Advisors, LLC
Claire Fauquier, Principal, Corigin Ventures
Dr. Michael Johannes, Portfolio Manager & Director of Research, O’Brien Investment Group
Caleb Goding, General Partner & Co-Founder, Charleston Capital Management, LLC
Early Bird Rate I
Early Bird Rate II
|Asset Managers & Service Providers||$1,995||$2,395||$2,895|
|Endowment, Foundation, Family Offices, Non-Discretionary Consultant, Hospital/Healthcare Fund, Independent Fee-Only Investment Advisor||----||----||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.
Corry Capital Advisors
Halley Venture Partners
Makalu Fund Management
Measure 8 Venture Partners
Naylor & Company Investments, LLC
Opus Fund Services
Horizon Real Estate Group
Virtus Partners LLC
Opal provides cutting edge investment education opportunities.Unknown
Kudos on the excellent summit on Emerging Managers. The topics were diverse and of interest, panelists were impressive and the flow of the event kept me stimulated throughout.Unknown
I valued the opportunity to engage with those representing the various stages of the investment process; from the managers, to the consultants, to the investors. I found the substantive conversations I had to be one of the conference's highlights.Unknown