Emerging Managers Summit 2019
Crowne Plaza Times Square Manhattan, New York, NY
September 23, 2019 - September 24, 2019
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
| Keynote Speakers |
Keynote Presentation
The Professional Athlete is Emerging as the Next Generation of Impact Investors and Managers to Accelerate Social Ventures and Investor Returns
Beyond the game, the Professional Athlete is taking the lessons learned on teamwork and hard work into their businesses and non-profit endeavors; to make a difference, preserve and expand their wealth, and leave a legacy.
Come learn first-hand of the stories of transition of select Professional Athletes into new careers and the passions that are driving new and exciting ventures. Hear of the relationships they wish to develop with the Impact Investing communities and the wisdom shared on how Investors, Fund Managers and new Ventures can best engage and leverage the Professional Athlete and their untapped brand and “influence capital”.
Moderator
Daniel Hughes, Partner/Co-Founder, LOHAS Advisors, Creator, Athletes Influence
Panelists
Will Allen, Investor, Non-Profit Founder, 12yr NFL Safety Antonio Davis, Former NBA All-Star/Past President of NBAPA (Player's Association), Active Impact Investor and Social Entrepreneur Tutankhamen Reyes, NFL Veteran, Business Consultant, Sports Analyst, Philanthropist Charles Johnson, Former Major League Baseball (MLB) All-Star Catcher, Active Impact Entrepreneur/STEM Education for Childhood Development Darius Butler, 9-year NFL Defensive Back/NE Patriots, Indianapolis Colts/RE Developer and Impact Investor/Philanthropist |
| Keynote Speaker |
Values in Action: Building Impact Portfolios Diana Ayton-Shenker, CEO & Founder, Global Momenta, Global Catalyst Senior Fellow, The New School, CEO, Leonardo, the International Society of Arts, Sciences & Technology (ISAST) |
| Keynote Speaker |
Millennials and Impact
There are anywhere between 80 and 95 million Millennials, comprising roughly 30% of the population. Millennials currently have more spending power than baby boomers and entering into their prime spending years. By next year Millennials will have a collective spending power of $1.4 trillion. This talk will walk through what motivates millennials and how that might influence investment strategies, with a particular eye on the retail sector. Stacey Boyd, Founder & CEO, Olivela |
| Keynote Speaker |
Equity in Municipal Government Wendy Garcia, Chief Diversity Officer, Office of New York City Comptroller Scott M. Stringer |
| Speakers |
Will Buividas, Chairman, Arizona Public Safety Personnel Retirement System (PSPRS) Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO) 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) 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 Counsel, Duane Morris LLP Karey Barker, Founder, Managing Director, Cross Creek Advisors LaRoy Brantley, Principal, Meketa Investment Group Marc Friedberg, Managing Director & Principal, Wilshire Private Markets Thomas Donahoe, Managing Director and Practice Leader, OCIO Search, Manager Analysis Services, LLC Ralph Natilli, Partner, WithumSmith + Brown Abigail Laufer, CEO, Ferguson Family Office (SFO) Andrew Hodges, Managing Member, Value Investment Professionals (MFO) Biff Pusey, Jr., JD, Partner, Kimble Advisory (MFO) Chris Solarz, Managing Director, Cliffwater LLC Jennifer Ralph Oppold, Founder & Portfolio Manager, Alpine Peaks Capital, LP Leslie Billet, Principal, L.E.Billet Associates, LLC Phillip Vitale, Chief Executive Officer, Evolytical LLC Steve Kahn, Head of Operations, Talpion Fund Management LP (SFO) Mike Bellamy, Pension Advisory Member, City of Tallahassee Firefighter Pension Plan Russ Kamp, Managing Director, Ryan ALM, Inc. Karen A. Mair, Associate Research Director & Fixed Income Portfolio Manager, Capital Prospects, Teddy Schiff, Partner, Arel Capital Heather Williamson, Chief Strategy Officer, Cooper Family Office (SFO) Kurt Vroman, Board Chairman, Deltona Firefighter's Pension Plan Board Biff Pusey, Jr., JD, Partner, Kimble Advisory (MFO) Veronica Ayzaguer, Head of US Equity Research Sales, LarrainVial Spencer Steward, Managing Partner, Seven Canyons Advisors Glenn Fogle, CFA, Chief Investment Officer, Drawbridge Asset Management Dan Micit, Founder & Portfolio Manager, DM Capital Management Ludwig Pierre Schulze, Managing Partner, Alumni Ventures Group and Waterman Ventures Dory A. Wiley, President & CEO, Commerce Street Investment Management Mark Mindick, Partner, Citrin Cooperman Maria Sanjurjo, CPA – Partner, MGO LLP/Schwartz & Company |
New York, NY
| Rooms | Rates |
|---|---|
| Traditional King | - Sold Out - |
| Traditional Double/Double | - Sold Out - |
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.
- 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, LLCOpEff
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.
- 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
