Investment Trends Summit 2020

June 16, 2020

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Virtual conferences are playing a crucial role in this time of remote work and digital business by allowing organizations to adapt in a world going through new challenges. These changes are not only altering the way we do business now but will alter the way we do business in the future.

At Opal Group, our goal is to become a valued partner to the financial investment world by providing options for companies and individuals to connect with one another in their efforts to share information, deal flow, and foster relationships that fuel your efforts to reach your target market. Today, Opal Group is proud to offer customized live virtual conferences that combine market timely ideas and industry specific topics – produced to connect like-minded individuals and companies. This new digital offering can help expand your brand’s reach, position speakers as thought leaders, and connect with potential prospects amidst the world’s current climate.

Opal is proud to launch our Investment Trends Summit (virtual) taking place on June 16, 2020. This event will address what has happened in the current financial investment marketplace since the outbreak of COVID-19. We will look at a variety of asset classes and how they are being effected and adjusting to the market volatility. We will also explore how investors from the institutional and private wealth world are shifting their asset allocation plans to meet their return needs and plan for the future market shifts.

Please join us on this journey to navigate the wave in our financial future by attending and sharing thoughts on best practices and directions of deal flow opportunities.

For additional information, please email for a copy of our Preliminary Agenda.

To request our current agenda, participant list and sponsors

Current as of


Conference Opens


Opening Remarks


A Global Macroeconomic and Geopolitical Outlook: State of the Global Economy and International Affairs



Marcia Peters, Chief Investment Officer, Portfolio Evaluations


Chris Campbell, Chief Strategist, Duff & Phelps, LLC

Andrew Hunt, Founder, Andrew Hunt Economics Ltd

Elisabeth Préfontaine, Founder, Octonomics

Richard Hokenson, Founder, Hokenson Demographics


Antonio Curia, Executive Director, Wimmer Family Office (MFO)


Carol Schleif, Deputy Chief Investment Officer, Abbot Downing (MFO)

Jeff Weiler, Executive Director, Fairfax County Retirement Systems

Blair Richards, Chief Executive Officer, Halifax Port ILA/HEA Pension Plan and Trust Funds

Craig Robbins, Director of Investments, Childrens Hospital of Minnesota


Donald Plotsky, Co-Founder/Managing Member, Uinta Investment Partners, LLC


Eileen Neill, CFA, Managing Director, Senior Consultant, Verus Investments

Chester S. Spatt, Pamela R. and Kenneth B. Dunn Professor of Finance, Tepper School of Business, Carnegie Mellon University

Brittany Melville, SDIP, Director of Marketing & Sales, Next Generation Trust Company

Richard Beleutz, Chief Executive Officer, AIR Asset Management


Networking Break


Matthew Mark, Head of Sales, Americas, World Gold Council

Sponsored by:



Lisa Langley, President & CEO, Emerge Capital Management

Catherine Avery, CEO/CIO, Catherine Avery Investment Management

Jane Li, Senior Equity Analyst, Portfolio Manager, Zevin Asset Management

Ali Urman, Analyst, Ark Invest

David Sher, Co-CEO, Greenbacker Capital


(Including the Intersection of Quality, Sustainability, and Lower Risk Outcomes)

Kevin Walkush, Portfolio Manager, Jensen Investment Management

Sponsored by:



Lisa Langley, President & CEO, Emerge Capital Management

Catherine Avery, CEO/CIO, Catherine Avery Investment Management

Jane Li, Senior Equity Analyst, Portfolio Manager, Zevin Asset Management

Ali Urman, Analyst, Ark Invest

Mark Anderson, CEO, Pattern Computer



Ravi Kiran Goli, Founder, multiply

Sponsored by:



Lisa Langley, President & CEO, Emerge Capital Management

Catherine Avery, CEO/CIO, Catherine Avery Investment Management

Jane Li, Senior Equity Analyst, Portfolio Manager, Zevin Asset Management

Ali Urman, Analyst, Ark Invest

Craig Philips, President, Kineta, Inc.


Networking Lunch



Keynote Presentation

Bruce Richards, Chairman & Chief Executive Officer, Marathon Asset Management


Guy Pinkman, Trustee, Pension Benefit Guaranty Corporation / Lincoln Fire & Police Retirement System


Larry Taylor, Founder and Chief Executive Officer, Christina

Lauren Richter, Head of Real Estate, Global RE Group, LLC (SFO)


David Plants, Chief Investment Officer, Grace Cottage Foundation


Max Giolitti, Chief Risk Officer, Verus Investments

Craig M. Lewis, Madison S. Wigginton Professor of Finance Owen Graduate School of Management Program, Vanderbilt University

Holly Ruxin, Founder & CEO, Montcalm TCR (MFO)


Marcia Nelson, Managing Director, Alberleen Fmaily Office Solutions (SFO)


Robert Lee, Principal, The Beverly Park Group (SFO)

Ron Diamond, CEO, Diamond Wealth Strategies

Caitlin Cameron, Chair and CEO, OtoNexus Medical Technologies Inc.

Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory


G. Ryan Ansin, Co-Founder, Revolutionary Farms


Michael Schwamm, Partner, Duane Morris LLP

Ben Cahill, Chief Operating Officer, Pure Jamaican


Adi Divgi, President & CIO, EA Global LLC (SFO)


Kamil Homsi, Founder/CEO, GRC Investments Group (Dubai) (SFO)

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

Arthur C. Salzer, Chief Executive Officer & Chief Investment Officer, Northland Wealth Management (MFO)


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


Timothy Smith, President and Chief Investment Officer, Petro Lucrum (SFO)

John Floyd, Head of Macro Strategies, Record Currency Management

Sean Morris, Managing Director, Partner & Co-Investor Relations, CIM Group


Closing Remarks / 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 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


Presented by

Bruce Richards, Chairman & Chief Executive Officer, Marathon Asset Management

  • Overview of the Real Estate Economy
  • Regulatory/Tax Issues: What Are The Realized Effects Of The New Tax Laws?
  • Opportunity Zones 201
  • Value-Add and Opportunistic vs. Core and Core Plus Investments
  • Real Estate Debt and Alternative Financing Strategies
  • Analyzing Direct vs. Co-Investment vs. Commingled Funds
  • Finding Deal Flow, Acquisitions & Acquisition Due Diligence
  • Real Estate Disrupters 2020: The Future Culprits?
  • Family Office Discussion: What Are You Looking For In This Cycle?
  • 1on1 and group meeting capabilities

  • Live Video Keynote Speakers and Panels Presentations with Q&A

  • Exhibit Hall with branded interactive booths

  • Collateral Information sharing

  • Ability to connect and share contact details with one another

  • Live Chatting Options in sessions, private rooms & Lounge areas for peer to peer or group networking via live chat or video chat

  • Custom 1:1 Meeting Rooms with video conferencing (pre-arranged meetings between LPs/Allocators and Sponsor Managers)

  • Accountants
  • Actuarial firms
  • Alternative Investments
  • Angel Investors
  • Attorneys
  • Blockchain
  • Broker Dealers
  • Cannabis
  • Commodities
  • Consultants
  • Corporate Pension Plans – Trustee, Administrators, Commissioners, Staff
  • Cryptocurrency
  • Direct Investors
  • Directors of Investments
  • Directors of Manager Selection
  • Economists
  • Emerging and Frontier Markets
  • Emerging Managers
  • Endowments
  • Equity Managers
  • Family Offices
  • Fixed Income
  • Foundations
  • Fund of Funds
  • Geopolitical Analysts
  • Hedge Funds
  • High Net Worth Individuals
  • Impact Investing
  • Infrastructure Based Fund Managers
  • Insurance Companies
  • International Markets
  • Investment Banks
  • Investment Research
  • Mutual Funds and ETF Funds
  • Non-correlated Investments
  • Placement Agents
  • Portfolio Analysts
  • Portfolio Managers
  • Prime Brokers
  • Private Debt/ Credit
  • Private Equity
  • Private Portfolio Companies
  • Public Pension Plans/ Plan Sponsors – Trustee, Administrators, Commissioners, Staff
  • Real Estate Managers
  • Registered Investment Advisors
  • Security Lenders
  • Seed investors
  • Software Providers
  • Sovereign Wealth Funds
  • Taft Hartley Reps – Trustee, Administrators, Commissioners, Staff
  • Technology Companies
  • Venture Capitalists

Manager vs. Investor Breakdown

    Investor Breakdown