Emerging Managers Summit Virtual 2020

Virtual
September 24, 2020

45 days left

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 August 6, 2020

(Schedule Times are in EST)

9:00am

Virtual Event Opens

9:55am

Opening Remarks

10:00am

LP/Consultant Perspective on the Emerging Manager Market

Panelists

Chris Solarz, Managing Director, Cliffwater LLC

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

10:45am

Networking Break

11:00am

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

Panelist

Tarrell Gamble, Trustee, Alameda County Employees Retirement Association

11:30am

Networking Break

11:45am
Moderator

Toni Antrum, Principal, Sr. Consultant, The Hackett Robertson Tobe Group (HRTG)

Moderator

Vidak Radonjic, CEO, Beryl Consulting

Panelists

Julian Koski, Chief Investment Officer, New Age Alpha LLC

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

12:30pm

Networking Break

12:45pm

CONCURRENT STANDALONE PRESENTATIONS

1:05pm

Virtual Networking Lunch

1:30pm

Keynote Presentation

2:00pm

CONCURRENT STANDALONE PRESENTATIONS

2:20pm

Networking Break

2:30pm
Moderator

Keith Danko, Founder and Managing Member, Witherspoon Partners

3:00pm
Moderator

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

3:30pm
Moderator

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

Panelists

Abigail E. Laufer, Chief Executive Officer, Ferguson Family Office (SFO)

John Repetti, Investment Team, Cooper Family Office (SFO)

Michael Felman, President, MSF Capital Advisors (MFO)

4:15pm

Keynote Panel Discussion: Women Athletes

Moderator

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

5:15pm

Conference Concludes

1star
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