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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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
• 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.
|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.
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
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.
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