Emerging Managers Summit Virtual 2020

September 24, 2020

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The Emerging Managers Summit highlights the benefits and opportunities for institutional and private wealth investors to invest in new, small, diverse, women owned, emerging, and boutique fund managers. The program seeks bring smaller diverse managers into the limelight as they have historically outperformed their larger peers. This event will take place entirely on Opal Group’s custom Virtual Event Platform, giving an opportunity for delegates from around the world to connect online. Key decision makers from family offices, endowments, foundations, and pension funds will be able to virtually interact with emerging managers, as well as share best practice ideas with peers. Hear from our panel of experts to stay up to date on the ever-changing emerging manager market.

For additional information, please email info@opalgroup.net for a copy of our Preliminary Agenda.

To request our current agenda, participant list and sponsors

Current as of

(Schedule Times are in EST)


Virtual Event Opens


Opening Remarks


LP/Consultant Perspective on the Emerging Manager Market


  • How COVID-19 has affected emerging manager programs
  • Update on Investor demand and what they are looking for

Chris Solarz, Managing Director, Cliffwater LLC


Tami Kesselman, Chief Impact Strategist & Alchemist, Aligned Investing Global

Evan Katz, Managing Director, Crawford Ventures, Inc.

Heeten Doshi, Managing Partner, Doshi Capital Management


Networking Break


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


William Cunningham, Founder and Owner, Creative Investment Research


Tarrell Gamble, Trustee, Alameda County Employees Retirement Association

Wendy Garcia, Chief Diversity Officer, Office of New York City Comptroller Scott M. Stringer

Ruchi Dana, Partner, Dana Group


Networking Break


Track A: Mission Driven Investing with Emerging Impact Funds


Toni Antrum, Principal, The Hackett Group, LLC


Gopi Sundaram, Managing Partner and Founder, Radius Capital Partners

Iva Kaufman, Founder, Iva Kaufman Associates

Sidney Wigfall, Founding-Managing Partner & Consultant & Managing Corporate Counsel, SCA Compliance + Consulting Group (LLC)

Track B: Investment Styles and Strategies – Thinking Outside the Box


Daniel Meador, Co-Head of ProductionOpal Group


Marianne Feely, CFA, Managing Director, Public Markets, Verus Investments

Judy Lee, General Manager, Onelin Capital

Julian Koski, Co-Founder, Chief Investment Officer, New Age Alpha LLC

CJ Finnegan, Founder & CEO, Plotinus Asset Management


Networking Break



Track A: Diversity Works in Investment Management

Lisa Langley, CEO, Emerge Capital Management

Track B: Venture Fund Secondary: Cut the VC Fund in Half


Aman Verjee, Co-Founder, Practical VC LLC

Dave McClure, Founder, Practical VC LLC


Virtual Networking Lunch


Exhibitor Showcase



Track A: In pursuit of solving investors’ problem with a less or negatively correlated investment strategy

Ravi Kiran Goli, Founder & Portfolio Manager, multiply

Track B: Radius Broadband – Socially Conscious Infrastructure Investing


A discussion on the importance of meeting the unmet demand for rural broadband in the U.S. with 30mm-100mm+ people having no internet, or still using low-speed DSL internet service (using a local phone line) or restrictive satellite service. This inferior service is preventing households from participating in important elements of society: education, employment, agriculture, healthcare, and e-commerce.

Gopi Sundaram, Managing Partner and Founder, Radius Capital Partners

Tom Watts, Managing Partner & Founder, Radius Capital Partners


Networking Break


Track A: Non-Correlated/Niche Strategies


Keith Danko, Founder and Managing Member, Witherspoon Partners


Adi Divgi, President & Chief Investment Officer, EA GLOBAL LLC (SFO)

Jennifer Ralph Oppold, Founder & Portfolio Manager, Alpine Peaks Capital, LP

Samir Shah, President and CIO, MBS Mantra, LLC

Track B: Generating Alpha Through Equity Strategies


Eric Dansky, Analyst, Cooper Family Office (SFO)


Jeffrey B. Travis, CFA, Portfolio Manager, Oak Associates, ltd.

Deryck Lampe, Portfolio Manager, Channing Capital Management LLC


Networking Break


Track A: Pinpointing Trends – Emerging Real Estate


David McConico, Chairman, City of Aurora (CO)-General Employees' Retirement Plan


Maria Velissaris, Founding Partner, SteelSky Ventures

Simeon Iheagwam, Founder & Managing Partner, NOEMIS Ventures, LLC

Track B: Operational Due Diligence & Service Provider Selection


Sidney Wigfall, Founding-Managing Partner & Consultant & Managing Corporate Counsel, SCA Compliance + Consulting Group (LLC)


Jud Howson, Head of Outsourced Trading Head of Business Consulting, Wells Fargo Securities

Eric Newman CPA, CGMA, Treasury Manager, City of Stamford (Conn)


Networking Break


Track A: Advantages of a Woman/Minority Owned Firm


Lisa Langley, CEO, Emerge Capital Management


Diana Ayton-Shenker, CEO, Leonardo; CEO & Founder, Global Momenta; Professor, ASU College of Global Futures

Vanessa Braxton, Chief/Executive Office/President, B4MC Group/Black Momma Brands (SFO)

Andrea Alms, Fund Manager, BioHealth Capital Fund

Track B: Post-Pandemic Investor Due Diligence Considerations & Asset Raising Tips


Bruce Frumerman, CEO & Founder, Frumerman & Nemeth Inc.


Maury Maertens, CIO/CEO, MEM Family Office (SFO)

Michael Felman, President, MSF Capital Advisors (MFO)


Networking Break


Keynote Panel Discussion


Legendary Women of Sports and Emerging Managers Unite to Make a Difference and Impact


Come listen and learn from Women Sports Legends as they share their stories of Olympic Gold triumphs in Swimming, Track and Field and a Hall of Fame career in Women’s Ice Hockey. You will hear of their transitions to excellence in business and philanthropy, as well as the need to build strategic and sustainable relationships with Emerging Managers to fuel opportunities, investor returns and social impact.



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


Jackie Joyner-Kersee, Founder & Olympian, Jackie Joyner-Kersee Foundation

Donna De Varona, Lead Advisor, Ernst & Young Women Athletes Business Network, Ernst & Young

Digit Murphy, Women’s Sports Global Entrepreneur and Advocate - Toronto Six Current President


Virtual Cocktail Reception


Conference Concludes

etc.venues 360 Madison
360 Madison Ave, New York, NY 10017

Registration Pricing

1 user/pass
GP / Service Providers $295
LP / Allocators Complimentary*
Discounted pricing on multiple passes available. Please contact your Opal Representative or info@opalgroup.net for additional details.

*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, Fund Providers as well as Business Development, Sales and Marketing Managers 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
  • Advantages of a Woman Owned Firm
  • Diversity in Numbers
  • Showcase: Meet the Emerging Managers
  • Effective Marketing Methods
  • Consultant RoundTable Discussion
  • Boosting Results: The Role of Service Providers and Brokers
  • Live panel and standalone sessions with Q&A

  • Exhibit Hall with interactive branded booths

  • Custom 1:1 Meeting Rooms with video conferencing (pre-arranged meetings between Investors and Managers)

  • Lounge areas for peer to peer networking via live chat or video chat

  • Emerging Managers
  • Family Offices
  • Private High Net-Worth Individuals
  • Endowments
  • Foundations
  • Pension Funds
  • Investment Consultants
  • Placement Agents
  • Law Firms
  • Accountants
  • Bankers
  • Lenders
  • Service Providers
  • Private Equity Firms

Manager vs. Investor Breakdown

    Investor Breakdown