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

" data-x="" data-y="">
4star
Château Élan Winery & Resort
100 Rue Charlemagne, Braselton, GA 30517



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