Emerging Managers Summit Virtual 2020

Virtual
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 September 28, 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

 

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

Chris Solarz, Managing Director, Cliffwater LLC

Panelists

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

Evan Katz, Managing Director, Crawford Ventures, Inc.

Heeten Doshi, Managing Partner, Doshi Capital Management

10:40am

Networking Break

10:50am

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

Moderator

William Cunningham, Founder and Owner, Creative Investment Research

Panelists

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

11:30am

Networking Break

11:40am

Track A: Mission Driven Investing with Emerging Impact Funds

Moderator

Toni Antrum, Principal, The Hackett Group, LLC

Panelists

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

Moderator

Daniel Meador, Co-Head of ProductionOpal Group

Panelists

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

12:20pm

Networking Break

12:30pm

CONCURRENT STANDALONE PRESENTATIONS

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

12:50pm

Virtual Networking Lunch

1:30pm

Exhibitor Showcase

2:00pm

CONCURRENT STANDALONE PRESENTATIONS

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

2:20pm

Networking Break

2:30pm

Track A: Non-Correlated/Niche Strategies

Moderator

Keith Danko, Founder and Managing Member, Witherspoon Partners

Panelists

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

Moderator

Eric Dansky, Analyst, Cooper Family Office (SFO)

Panelists

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

Deryck Lampe, Portfolio Manager, Channing Capital Management LLC

3:00pm

Networking Break

3:10pm

Track A: Pinpointing Trends – Emerging Real Estate

Moderator

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

Panelists

Maria Velissaris, Founding Partner, SteelSky Ventures

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

Track B: Operational Due Diligence & Service Provider Selection

Moderator

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

Panelists

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

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

3:50pm

Networking Break

4:00pm

Track A: Advantages of a Woman/Minority Owned Firm

Moderator

Lisa Langley, CEO, Emerge Capital Management

Panelists

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

Moderator

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

Panelists

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

Michael Felman, President, MSF Capital Advisors (MFO)

4:40pm

Networking Break

4:50pm

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.

 

Moderator

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

Panelists

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

5:30pm

Virtual Cocktail Reception

6:30pm

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