Emerging Managers Summit 2019

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

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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.

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Current as of September 20, 2019

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

1star
Crowne Plaza Times Square Manhattan
New York, NY


Rooms Rates
Traditional King - Sold Out -
Traditional Double/Double - Sold Out -
*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

Values in Action: Building Impact Portfolios

Presented by

Diana Ayton-Shenker, CEO & Founder, Global Momenta, Global Catalyst Senior Fellow, The New School, CEO, Leonardo, the International Society of Arts, Sciences & Technology (ISAST)

Millennials and Impact

Presented by

Stacey Boyd, Founder & CEO, Olivela

The Professional Athlete is Emerging as the Next Generation of Impact Investors and Managers to Accelerate Social Ventures and Investor Returns

Presented by

Daniel Hughes, Partner/Co-Founder, LOHAS Advisors, Creator, Athletes Influence

The Professional Athlete is Emerging as the Next Generation of Impact Investors and Managers to Accelerate Social Ventures and Investor Returns

Presented by

Will Allen, Investor, Non-Profit Founder, 12yr NFL Safety

The Professional Athlete is Emerging as the Next Generation of Impact Investors and Managers to Accelerate Social Ventures and Investor Returns

Presented by

Antonio Davis, Former NBA All-Star/Past President of NBAPA (Player's Association), Active Impact Investor and Social Entrepreneur

The Professional Athlete is Emerging as the Next Generation of Impact Investors and Managers to Accelerate Social Ventures and Investor Returns

Presented by

Tutankhamen Reyes, NFL Veteran, Business Consultant, Sports Analyst, Philanthropist

The Professional Athlete is Emerging as the Next Generation of Impact Investors and Managers to Accelerate Social Ventures and Investor Returns

Presented by

Charles Johnson, Former Major League Baseball (MLB) All-Star Catcher, Active Impact Entrepreneur/STEM Education for Childhood Development

The Professional Athlete is Emerging as the Next Generation of Impact Investors and Managers to Accelerate Social Ventures and Investor Returns

Presented by

Darius Butler, 9-year NFL Defensive Back/NE Patriots, Indianapolis Colts/RE Developer and Impact Investor/Philanthropist

Equity in Municipal Government

Presented by

Wendy Garcia, Chief Diversity Officer, Office of New York City Comptroller Scott M. Stringer

  • 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

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  • 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