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.
Current as of September 6, 2023
| 8:00 am |
Exhibit Set-Up |
| 8:30 am |
Registration/Information Desk & Exhibit Hall Opens |
| 8:30 am |
Networking Breakfast |
| 9:25 am |
Opening Remarks |
| 9:30 am |
LP & Consultant Perspective – Emerging Manager Outlook
Moderator
Daniel Walker, Board Member, The California Endowment
Panelists
Ami Samuels, Partner, Gatewood Capital Partners Guadalupe Rodriguez, CIO, Talipot Holding Henry Wilson, MPA, Chairman, Wayne County Employees Retirement System |
| 10:10 am |
Future of Artificial Intelligence: How Should Investors Use & Invest Into A.I. To Generate Returns?
Moderator
Wendy Craft, Chief of Staff, Fulcrum Equities, LLC (SFO)
Panelists
Judy Lee, General Manager, Onelin Capital Corporation (SFO) Michael Sury, Lecturer in Finance, The University of Texas at Austin, Chairman, Analytic Holdings LP (SFO) Anthony Georgiades, General Partner, Innovating Capital Management LLC |
| 10:50 am |
Opportunistic Alternative, Non-Correlated and Niche Strategies for Diversification in Uncertain Market Environments
Moderator
Joe McIntosh, Director, McIntosh Management LLC
Panelists
Peng (Carnegie) Zhang, Director, Aurumverse Investment Howard Goodwin, MD Partner, Intrinsic Capital Partners Michael Terpin, CEO, Transform Capital (SFO) Michael Silberberg, Head of IR, Alt Tab Capital |
| 11:30 am |
Networking Break and Refreshments |
| 11:50 am |
Risk Adjusted Returns: Opportunities in Private Credit & the Debt Markets
Moderator
Keith Danko, Founder and Managing Partner, Witherspoon Partners
Panelists
Alex Suarez, Chairman & CEO, Alex. Hamilton & Sons, Inc. Eric Dansky, Senior Investment Officer, Cooper Family Office (SFO) |
| 12:30 pm |
State of the Global Economy and LP/GP Relations
Moderator
Skip Coomber III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office
Panelists
Kamil Homsi, Founder & Chief Executive Officer, GRC Investment Group (Dubai) (SFO) Stephen Colavito, CIO, San Blas Securities, LLC KC Conway, Principal & Co-Founder, Red Shoe Economics |
| 1:10 pm |
Networking Luncheon |
| 2:20 pm |
Generating Alpha Through Public Equities & The Outlook of the Public Markets
Moderator
Barbara Doran, Emeritus Trustee, Finance Committee Member, Pennsylvania State University
Panelists
Chad Smith, Managing Partner, Portfolio Director, Reveille Wealth Management Daniel Krausz, Co-Founder & Partner, Blue Door Asset Management Maribeth Holland, Chief Investment Officer, Sutton Place Capital Management (SFO) Andrew Kalt, Managing Principal, Rockstreet Investments LLC |
| 3:00 pm |
How Mission Driven & Sustainable Impact Strategies Drive Long Term Returns For Investors
Moderator
Tami Kesselman, Impact Strategist & Executive Coach, Next Gen Success LLC
Panelists
Dail St. Claire, President & Sr Advisor, St Claire Consultants LLC Kamil Homsi, Founder & Chief Executive Officer, GRC Investment Group (Dubai) (SFO) |
| 3:40 pm |
Driving Growth with Emerging Private Equity and Venture Capital
Moderator
Eric Dansky, Senior Investment Officer, Cooper Family Office (SFO)
Panelists
Barry Johnson, Chairman Founder, BeDoWin Institute Marshall Johnson, Managing Partner, Northspring Partners |
| 4:20 pm |
Investor Due Diligence & Asset Raising Tips for Emerging Fund Managers
Moderator
Alex Julian, Client Consulting, bfinance
Panelists
Adam Choppin, CFA, APFI, Asst. Portfolio Manager, Multi-Manager Strategies, Xponance Bryan Johnson, Managing Partner, Johnson & Company |
| 5:20 pm |
Entrepreneurs, Artists, Athletes and Emerging Managers Unite To Deliver Impact & ROI
Moderator
Tyreek Moore, Founder, 1921 Venture Fund
Panelists
Kevin Burnett, 9 year NFL and Active Developer Jacques-Phillipe Piverger, Founder, Chairman, CEO, GoodLight Capital Ronnie Devoe, Entrepreneur, Founding Member Of The Grammy Award Winning R&B Group, New Edition |
| 6:00 pm |
Networking Cocktail Reception |
| 8:30 am |
Registration Desk & Exhibit Hall Opens |
| 8:30 am |
Networking Breakfast |
| 9:25 am |
Opening Remarks |
| 9:30 am |
Operational Due Diligence & Service Provider Selection: Best Practices For Emerging Managers
Moderator
Keith Danko, Founder and Managing Partner, Witherspoon Partners
Panelists
Cynthia Dempsey, Director of Operational Due Diligence, ChiRho Financial Bryan Johnson, Managing Partner, Johnson & Company |
| 10:10 am |
Emerging Funding Styles and Strategies – Thinking Outside the Box on Aligning LP/GP Interests
Moderator
Skip Coomber, III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office
Panelists
Ami Samuels, Partner, Gatewood Capital Partners Barry Johnson, Chairman Founder, BeDoWin Institute |
| 10:50 am |
Diversity, Equity, and Inclusion Within Investment Management & Financial Services
Moderators
Tami Kesselman, Impact Strategist & Executive Coach, Next Gen Success LLC Tyreek Moore, Founder, 1921 Venture Fund |
| 11:30 am |
Conference Concludes |
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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.
- 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
