Emerging Managers Summit 2023
Château Élan Winery & Resort, Braselton, GA (outside Atlanta)
September 11, 2023 - September 12, 2023
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 |
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Registration Pricing
|
Early Bird Rate (exp. 7/30/23) |
Standard Rate | |
|---|---|---|
| Manager/Service Providers | $1,995 | $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.
- 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
- 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
