Emerging Managers Summit 2019

Crowne Plaza Times Square Manhattan, New York, NY
September 23, 2019 - September 24, 2019

35 days left

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.

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Current as of August 19, 2019

Speakers

Kurt Bonatz, Venture Partner, AI8 Ventures

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

Skip Coomber, President, Coomber Family Estates (SFO), Dragon Trust Family

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

Ron Diamond, CEO, Diamond Wealth Strategies

Michael Felman, President, MSF Capital Advisors (MFO)

Vince Francom, Director of Public Markets, Verus Investments

Adam Frankel, Trustee, City of Delray Beach General Employees Retirement Fund

John Girard, Trustee, Boca Raton Police and Firefighters’ Retirement System

Marilyn Freeman, Principal & Managing Director, Capital Prospects LLC

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

Tarrell Gamble, Trustee, Alameda County Employees Retirement Association

Peter Gerlings, CFA, CAIA, Senior Vice President, Head of Private Equity Research, Segal Marco Advisors

Ari Glass, Managing Member, Boothbay Fund Management

Thomas J. Haug, CEO, Managing Member, Aspen Tree Advisory

Michael Huber, Founder, Lavien Group LLC

David McConico, Chairman, City of Aurora (CO) - General Employees' Retirement Plan

Marcia Nelson, Managing Director, Alberleen Fmaily Office Solutions (SFO)

Carlos Ochoa, General Partner, AI8 Ventures

Marc Rosenberg, President, Quality Manager Consultants, LLC

Dinesh Shastri, Partner, OpEff Technologies

Doug Walter, Trustee, Broward Firefighters Health Trust

Adam Choppin, Investment Officer, Manager Research & Investment Strategy

Adi Divgi, President & CIO, EA Global LLC (SFO)

Jedaiah Chambers, Special Investment Officer, New York State Common Retirement Fund

Scott Gluck, Special Council, Daune Morris LLP

1star
Crowne Plaza Times Square Manhattan
New York, NY


Rooms Rates
Traditional King $390
Traditional Double/Double $420
*Rates are exclusive of appropriate state and local taxes, fees and assessments, currently 8.875% sales tax, 5.875% occupancy tax, and $3.50 per room per night occupancy tax for standard rooms and are subject to change without notice.

Please contact Austin Riffe (ariffe@opalgroup.net) for room nights before/after the event dates.

• 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
Manager/Service Providers $2,895
Plan Sponsors, Pension Trustee & Staff, Non-Discretionary Consultants, Endowments, and Foundations can be verified for complimentary access* Complimentary*

*Subject to Opal Group’s verification and approval. Only individuals who are solely investing on their own behalf 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
  • 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

Portfolios with Purpose hosts fantasy stock-picking contests that merge the thrill of investing with the joy of giving. Our platform unites a global community of philanthropists who compete to win money for the charities of their choosing. We are proud to have 100% of all entry and trading fees go directly to philanthropic initiatives.

portfolioswithpurpose.org

  • 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