Emerging Managers Summit 2021

Austin Marriott Downtown, Austin, TX
September 27, 2021 - September 28, 2021

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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.

To request our current agenda, participant list and sponsors


Current as of September 16, 2021

(Schedule Times are in EDT)

8:00am

Exhibit Set-Up / Registration Desk Opens

8:30am

Networking Coffee & Breakfast

9:45am

Opening Remarks

9:50am

LP and Consultant Perspective on the Emerging Manager Market

Moderator

James Rosebush, Chief Executive Officer, Intersection Impact Fund/The Wealth and Family Office Management Group (SFO)

Panelists

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

Misha Malyshev, Founder & CEO, Teza Technologies

Joshua Segel, Director, Allianz Capital Partners

Rosemary Sagar CFA, Chief Investment Officer, Kingdon Foundation, Kingdon Capital Management LLC

10:30am

Diversity Drivers: How Increased Diversity within a Firm Can Increase Both Returns and Market Competitiveness

Moderator

Barbara Doran, Trustee, Pennsylvania State University

Panelists

Tarrell Gamble, Trustee, Alameda County Employees' Retirement Association

Scott Schaefer, Senior Investment Officer, Office of Investment and Innovation | SBA

Zack Ellison, Managing General Partner, Applied Real Intelligence LLC

Barry Johnson, Chairman, Founder, Bedowin360 Capital

11:20am

Generating Alpha Through the Public Markets & Equity Strategies

Moderator

Guy Pinkman, Trustee, Pension Benefit Guaranty Corporation / Lincoln Fire & Police Retirement System

Panelists

Collin McBirney, Portfolio Manager, Topline Capital Management

Maribeth Holland, CIO and Portfolio Manager, Sutton Place Capital Management LLC

12:00pm

Beyond Bricks & Mortar: Modiv and The Future of Real Estate Investing

Presented by

Aaron Halfacre, CEO, Modiv

12:20pm

Networking Lunch

1:40pm

Non-Correlated/Niche Strategies

Moderator

Matthew Wosk, Founder, Partner, and Chief Executive Officer, Proficio Capital Partners (MFO)

Panelists

Chris Goodwin, Managing Director, Star Mountain Capital

Geoff Dover, President & Chief Investment Officer, Heirloom Investment Management

Bill Yuen, CEO, Brickell Key Asset Management

Zach Resnick, Managing Partner, Unbounded Capital

Cindy Chen Delano, Partner, Invictus Global Management

2:40pm

Pinpointing Trends – Emerging Venture Capital

Moderator

Skip Coomber, III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office

Panelists

Brynne Kennedy, Partner, BCP Blitz

Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory

Oksana Malysheva, Partner, Sputnik ATX

Tracy Deforge, CEO & Founder, The Players' Impact

3:30pm

Innovating for Innovation

Presented by

Charles Sidman, Managing Partner, ECS Capital Partners

3:50pm

Keynote Fireside Chat

Facilitator

Jen Bawden, CEO, Bawden Family Office (SFO)

Speaker

Bruce Galloway, Chief Investment Officer, Galloway Capital Partners, LLC

4:10pm

Networking Break

4:30pm

Post-Pandemic Investor Due Diligence Considerations & Asset Raising Tips for Emerging Managers

Moderator

Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO)

Panelists

Premal Amin, Interim Fund Administrator, Austin Fire Fighters Relief and Retirement Fund

Chip Perkins, Founder & Managing Member, Perkins Fund Marketing LLC

Paul Kang, President/CIO, Member of the Investment Committee, AltaCap (SFO)

Anna Dayn, Managing Partner, New End

5:10pm

Keynote Panel

Professional Athletes and Influencers Elevate Awareness, Impact and Returns Investing in Emerging Manager Funds and Diverse-Owned Businesses

Come listen, learn and be inspired by active and former Professional Athletes and Influencers who are elevating the game for Diversity, Inclusion and Equality through emerging funds, venture investing and business ventures.

Moderator

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

Panelists

Garrick Jones, Former NFL, Head of Sports Division, Athlon Family Office

Bobby Blair, Founder of LGBTQ + ETF, Former Professional Tennis Player, Renown Tennis coach

Santia Deck, Queen of Abs/multi-million professional women’s football / Founder of Tronus

Gayle Jennings-O'Byrne, Founder, WOCstar Fund

6:00pm

Cocktail Reception

7:30pm

Tapas Dinner Reception

Sponsored by: Sputnik ATX & Teza Technologies

(Schedule Times are in EDT)

8:00am

Registration Desk Opens & Exhibitor Showcase

8:30am

Continental Breakfast

9:35am

Opening Remarks

9:40am

Mission Driven Investing with Emerging Impact Funds

Moderator

Joe McIntosh, Executive Director, Tarrant County College Foundation

Panelists

David Mullings, Founder, Chairman & CEO, Blue Mahoe Capital Partners

Sophia Swire, Founder & Chief Executive Officer, GEDI

Barry Eugene Avery Johnson, Chairman & Founder, Bedowin360 Capital

Edward Dartley, Partner, K&L Gates

Ami Samuels, Partner, Gatewood Capital Partners LLC

10:30am

Investment Styles and Strategies – Thinking Outside the Box

Moderator

Mary D'Souza, CIO, Misha Investments

Panelists

Boots Dunlap, CEO & Co-Founder, RRA Capital

Biff Pusey, Jr., JD, Partner, Kimble Advisory (MFO)

Sophie Durey, Venture Program Manager, Tamar Capital (SFO)

Chris Christensen, JD, MIB, CEO, iCap Equity, LLC

11:10am

Operational Due Diligence & Service Provider Selection

Moderator

Samira A. Salman, Founder & CEO, Salman Solutions

Panelists

Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory

Chip Perkins, Founder & Managing Member, Perkins Fund Marketing LLC

12:00pm

Conference Concludes

4star
Austin Marriott Downtown
304 East Cesar Chavez Street, Austin, Texas 78701


Rate
Room $245
Rates are subject to applicable state and local taxes (currently 17.614%) in effect at the time of check in.

NO-SHOW POLICY:
If a guest does not check-in on the reserved check-in date (and has not notified the hotel of any changes), the room will be subject to release. If the room is released, deposits will not be returned and guest credit card will be charged for the entire stay.

Registration Pricing

Standard Rate
Manager/Service Providers $2,495
Plan Sponsors, Pension Trustee & Staff, Non-Discretionary Consultants, Endowments, Family Offices 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

  • 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