Emerging Managers Summit 2018

New York Hilton Midtown, New York, NY
September 12, 2018 - September 13, 2018

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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.

Current as of September 12, 2018

7:00am

Exhibit Set-Up/Registration/Information Desk Opens

7:00am

Continental Breakfast

8:00am

Chair Welcoming Remarks

Marilyn R. Freeman, Principal & Managing Director, Capital Prospects LLC

8:15am

LP Perspective – Emerging Manager Outlook

Moderator

Marcia Nelson, Managing Director / Founder & CEO,Alberleen Family Office Solutions (SFO) / Deals and Divas

Panelists

Peter Borish, Chief Strategist, Quad Group

Panelists

Harry Griffin, Trustee, San Antonio (TX) Fire & Police Pension Fund

Panelists

Thomas Haug, CEO, Managing Member, Aspen Tree Advisory

9:00am

Non-Correlated/ Niche Strategies

Moderator

Biff Pusey, Senior Wealth Advisor & Portfolio Manager, Keel Point (MFO)

Panelists

Alvery Bartlett Jr., Founder, Alvery Bartlett Fund Management Company

Panelists

Michael Johannes, Portfolio Manager, O’Brien Investment Group

Panelists

Claire Fauquier, Principal, Corigin Ventures

Panelists

Michael Cahill, Founder & Portfolio Manager, Crispin Capital Management, LLC

10:00am

Networking Refreshment Break

10:15am

Generating Alpha through Equity Strategies

Moderator

Michael Felman, President, MSF Capital Advisors (MFO)

Panelists

Marc Rosenberg, President, Quality Manager Consultants, LLC

Daniel Leritz, Portfolio Manager and Co-Founder, KCM Performance Funds

Panelists

John Walthausen, Managing Director, Walthausen & Co., LLC

Panelists

Ann Northrop, CFA, Portfolio Manager, The Feinstein Group, First Republic Investment Management

11:15am

Delivering Alpha: Diversifying with Algorithmic Excellence

Michael S. Young, Chief Executive Officer, Mediatrix Capital, Inc.

11:35am

Long Term Growth: How Disruptive Innovation Will Get You There

Sponsored by: Emerge Capital Management Inc.

Cathie Wood, CEO & CIO, Ark Investment Management

11:55am

Take It From Me: Practical Advice and Hedge Fund Industry Trends from a Service Providers Perspective

Interviewed by: Joseph Cassano, Partner, WithumSmith+Brown

Richard Guidice, Partner, Kleinberg, Kaplan, Wolff & Cohen

12:15pm

Networking Luncheon

1:30pm

Consultant Roundtable

Moderator

Will Buividas, Vice Chairman, Arizona Public Safety Personnel Retirement System (PSPRS)

Panelists

Angela Matheny, Head of Diverse Manager Equity, Colonial Consulting, LLC

Panelists

Francois Otieno, Director, Segal Marco Advisors

Panelists

Vincent A. Francom, CFA, CAIA, Director, Verus Investments

2:15pm

Real Estate

Moderator

Vaughn Brock, Chairman, Veritas Family Partners (SFO)

Panelists

Jon Wohlfert, co-CEO, RESIDE Realty Group, Inc.

Panelists

Dan Dokovic, Managing Principal, Bamboo Equity Partners

Panelists

Mike Hubbell, Managing Member, Portland Development Group

Panelists

Josh Burrell, Director of Investments, Midas Hospitality

3:15pm

Risk Adjusted Returns: Fixed Income and Credit Markets

Moderator

Ronen Schwartzman, Founder & CEO, Ten Capital Advisors LLC

Panelists

Burton Weinstein, Managing Partner, Cedarview Capital Management, LP

Panelists

Gal Krubiner, CEO, Pagaya Investments

Panelists

Sam Barron-Fox, Portfolio Manager, Deer Park Road Management Co.

4:00pm

Networking Refreshment Break

4:15pm

Investing in Blockchain and Cryptocurrency

Moderator

Nisa Amoils, Partner, Alpha Inclusion

Panelists

Peter Marshall, Founder & CEO, Walden Bridge Capital

Panelists

Aniruddh Jain, Founder & CEO, BlockSeed Investments

Panelists

Steve Sillam, Co-Founder, Leaseum Partners

5:00pm

Meet the Emerging Managers

Moderator

Brian Smiga, Partner, Alpha Venture Partners/Pritzker Group Venture Capital

Panelists

Juan Alfredo Gomez, PhD, CFA, Portfolio Manager, Black Swan Quantitative Advisors, LLC

Panelists

Chris Moakley, Co-Founder & Managing Partner, Excelsior Energy Capital

Panelists

John Frankel, Partner, ff Venture Capital

Panelists

Matt Hanna, Portfolio Manager, Summit Global Investments

Panelists

Bobby Sullivan, Principal, Halstatt Real Estate Partners

Panelists

Scott Andrews, President & Co-founder, Numeri Capital Management, Inc.

6:00pm

Keynote Presentation: Diversity Investing 2.0

Presented by:

Jessica K. Hart, Practice Lead, Retirement Assets, Multi-Manager Solutions, Northern Trust

6:30pm

Cocktail Reception

7:30am

Registration/Information Desk Opens

7:45am

Continental Breakfast

Sponsored by: Emerge Capital Management Inc.

8:45am

Chair Opening Remarks

Marilyn R. Freeman, Principal & Managing Director, Capital Prospects LLC

9:00am

How to be a Successful Emerging Manager

Moderator

Keith Danko, Founder and Managing Member, Witherspoon Partners

Panelists

Steve Kahn, Head of Operations, Talpion Fund Management LP (SFO)

Panelists

Michael Vainstain, Vice President of Business Development, OpEff Technologies

Panelists

Russell Elliott, Solutions Specialist, eVestment

Panelists

Robert Akeson, Head of Prime Brokerage, Correspondent Clearing & Agency Execution, Mirae Asset Securities (USA) Inc.

10:00am

Hedge Funds: Global Macro Opportunities

Moderator

Allen Cheng, Associate Partner - Hedge Fund Research, Aon Hewitt

Panelists

Borut Miklavcic, Founder and CIO, LindenGrove Capital

Panelists

Giles Coppel, CIO, Phillimore Investments, LP

Panelists

Girome Bono, Principal & CEO, CIO, White Marigold Capital

10:45am

Networking Refreshment Break

11:00am

Identifying Talent – The Art of Manager Selection

Moderator

Lily Cavanagh, Treasurer, Redford Township Police & Firemen’s Retirement System

Panelists

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

Panelists

Mike Perdzock, Director of Traditional Manager Research, Gavion, LLC

Panelists

Bruce Frumerman, CEO & Founder, Frumerman & Nemeth Inc.

11:45am

Minority and Women Owned/Managed Firms

Moderator

Michael Sury, Chairman, INDORUS Holdings LP (SFO), Lecturer in Finance, The University of Texas at Austin

Panelists

Tarrell Gamble, Trustee, Alameda County Employees' Retirement Association

Panelists

Joanna Bewick, CFA, Vice President, Wilshire Consulting

Panelists

Jennifer Ralph Oppold, Founder & Portfolio Manager, Alpine Peaks Capital, LP

12:30pm

Conference Concludes

1star
New York Hilton Midtown
1335 6th Avenue, NY, New York, USA


Room Rate $365
*Prices exclusive of taxes currently 14.75%, and $3.50 occupancy tax per night
  • Rooms are available only to those participants who are registered conference attendees.
  • The name on the form will be the name of the guest room.
  • Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
  • Rooms will not be guaranteed without a credit card.

Registration Pricing

Early Bird Rate I
(exp 5/24)
Early Bird Rate II
(exp 7/10)
Standard Rate
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.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net
  • Strategies to Outperform your Larger Peers
  • Investor Perspective: Benefits of investing in Small and Emerging Managers
  • Fixed Income and Credit
  • Capitalizing on Equity Investments
  • Investing in Emerging Real Estate
  • Think Outside the Box – Investing in Innovative Ideas
  • Opportunities in Emerging Hedge Funds
  • Advantages of a Woman Owned Firm
  • Showcase: Meet the Managers
  • Effective Marketing Methods
  • Consultant Round Table
  • Boosting Results: The Role of Service Providers and Brokers
  • Investing in BlockChain
  • Crypto Currency Market Investments
  • Ampfield Management
    Corry Capital Advisors
    EVESTMENT
    Halley Venture Partners
    Interactive Brokers
    Makalu Fund Management
    Measure 8 Venture Partners
    Naylor & Company Investments, LLC
    Resource Royalty
    Jefferies, LLC

  • OpEff
    TriNet
    WithumSmith+Brown
    Opus Fund Services
    Horizon Real Estate Group
    Virtus Partners LLC
    Enfusion
    Quadratic, LLC

  • Block Chain Managers
  • Broker Dealers
  • Consultants
  • Crypto Managers
  • Emerging Equity Managers
  • Emerging Fund of Funds
  • Emerging Hedge Funds
  • Emerging Private Equity
  • Emerging Real Estate Managers
  • Emerging Venture Capitalists
  • Endowments
  • Family Offices
  • Financial Planners
  • Fin Tech Companies
  • Foundations
  • Industry Service Providers
  • Insurance Companies
  • Minority Owned Firms
  • Pensions
  • Taft Hartley
  • Women Owned Firms

Investors vs. Managers/Service Providers

    Investor Breakdown

      Opal provides cutting edge investment education opportunities. Unknown

      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

      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

      Unknown