Emerging Managers Summit 2022

Hyatt Regency Austin, Austin, TX
September 12, 2022 - September 13, 2022

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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 6, 2022

8:00am

Exhibit Set-Up

8:30am

Registration Desk & Exhibit Hall Opens

8:30am

Welcome Reception & Networking Breakfast

9:40am

Opening Remarks

9:45am

LP and Consultant Perspective on the Emerging Manager Market

Moderator

Keith Danko, Founder and Managing Member, Witherspoon Partners

Panelists

James Benedict, Co-Founder & Vice Chairman, BeDoWin360 Capital

Eric M. Dansky, MBA, Senior Investment Officer, Cooper Family Office (SFO)

Dail St. Claire, President & CEO, St. Claire Consultants

10:30am

Pinpointing Trends in the Private Markets – Emerging Venture Capital

Moderator

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

Panelists

Adrian Mendoza, Founder & General Partner, Mendoza Ventures

Ken Krull, Founder, Quatere Capital

Ash Vaidya, Managing Partner, Sanctum Altriarch Investment Management

11:20am

Generating Alpha Through the Public Markets & Equity Strategies

Moderator

Greg Knoll, Executive Director, IPFA and Beneficiary Trustee, The Firefighters Pension Investment Fund

Panelists

Ari Glass, Managing Member, Boothbay Fund Management

Dail St. Claire, President & CEO, St. Claire Consultants

12:00pm

Networking Lunch

1:30pm

Non-Correlated & Niche Investment Strategies and Sectors

Moderator

Samira Salman, Founder & CEO, Salman Solutions

Panelists

Zach Resnick, Managing Partner, Unbounded Capital

Manny Ybarra, President, Pillar Commercial

Will Stringer, Founder, Chisos Capital

2:20pm

Fund Operation and Service Provider Selection Challenges

Moderator

Keith Danko, Founder and Managing Member, Witherspoon Partners

Panelists

Greg Knapp, Vice President, Opus Fund Services

Chip Perkins, CEO, Perkins Fund Marketing LLC

Randall McDonald, CFA, Head of Outsourced Trading, Wells Fargo Securities

3:00pm

Networking Refreshment Break

3:20pm

Mission Driven Investing with ESG & Impact Funds

Moderator

Tami Kesselman, Impact Strategist & Executive Coach, Next Gen Success LLC

Panelists

Barry Johnson, Chairman, Founder, BeDoWin360 Capital

Toni Hackett Antrum, President, The Hackett Robertson Tobe Group

Sara Zulkosky, Co-Founder and Managing Partner, Recast Capital LLC

Toussaint Bailey, Founder & CEO, Uplifting Capital

4:00pm

Investor Due Diligence & Asset Raising Tips for Emerging Managers

Moderator

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

Panelists

Biff Pusey, Member, CrossGrain Family Investments

Floyd Simpson CFA, CAIA, Director, PFM Asset Management

Samira Salman, Founder & CEO, Salman Solutions

4:40pm

KEYNOTE PANEL

How Sustainable Philanthropy Can Be Leveraged to Support Emerging Managers, Efforts and Commitment to Impact, Sustainability and ROI.

Moderator

Rick Davis, Managing Partner, LOHAS Advisors

Panelist

Russell Fuggett, Executive Director, Endowment Commons

James Spann, Founder, Managing Partner, Boyd Street Ventures

Nike Anani, CEO, Nike Anani Practice LLC

Ruben Hernandez, Founder & President of the Board, Emerging Startup Ecosystems Endowment Fund

5:20pm

Cocktail Reception

8:15am

Registration Desk Opens & Exhibitor Showcase

8:30am

Continental Breakfast

9:15am

Opening Remarks

9:20am

Emerging Investment Styles and Strategies – Thinking Outside the Box

Moderator

Joe McIntosh, Director, McIntosh Management LLC

Panelist

Ami Samuels, Partner, Gatewood Capital Partners

Michael Sury, Chairman, INDORUS Holdings LLP (SFO) / Lecturer in Finance, The University of Texas at Austin

Doug Watler, Trustee, Broward Firefighters Health Trust

10:00am

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

Moderator

Barry Johnson, Chairman, Founder, BeDoWin360 Capital

Panelists

Tami Kesselman, Impact Strategist & Executive Coach, Next Gen Success LLC

Ashley Ramirez, Partner, Halogen Ventures

10:40am

Conference Concludes

5star
Hyatt Regency Austin
208 Barton Springs Rd, Austin, TX 78704


Rate
Room $269*
* Plus applicable state and local tax (currently at 17.00%) and a State Recovery Fee of $2.36 per night.

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