Private Markets Investment Forum 2022

Wild Dunes Resort, Isle of Palms, SC
September 21, 2022 - September 23, 2022

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The private markets aren’t merely another segment of finance, but a vehicle for investment management to drive their portfolio returns. The deals, products—and even the clients—involved with private market assets represent a vast part of the investable landscape available to investors.

Thanks to that growth, private equity & venture funds are no longer exclusive, but widely available to sophisticated investors like pensions, family offices and even 401(k) plans. Additionally, private fund structures are no longer limited—secondaries along with private credit and venture debt have involved with the industry’s growth. Meanwhile, private investments in real estate and infrastructure has also seen tremendous demand, investors opting to monetize projects tied to properties or public works. Lastly, the growth of the private markets has set in motion a blurring of roles between limited and general partners, reframing LPs—endowments and foundations, pensions and family offices—as direct investors searching for deal flow and returns.

Our Private Markets Investment Forum is a venue to foster open dialogue and professional education for both institutional and high-net-worth capital allocators, managers and private companies. Presented as a series of panel discussions and standalone presentations, our lineup of expert speakers will debate and discuss the trends, issues and challenges facing private markets today.

Current as of September 19, 2022

8:30am

Registration/Information Desk Opens

8:30am

Continental Breakfast

 

Sponsored by: Carofin, LLC

9:35am

Welcoming Remarks

9:40am

Opportunity Zones Forum

 

Washington and State Level Report on Opportunity Zones

Moderator

Mark Elliott, Managing Partner, SC Opportunity Fund, LLC

Panelists

Marvin R. Pendarvis, Esq., South Carolina State Representative, House District 113,
Charleston and Dorchester Counties

Peggy Mclean, Director, Integrated Rural Strategies, South Carolina Department of Commerce

Paul Strauss, United States Senator (Shadow), District of Columbia

10:20am

Opportunity Zones Forum

 

Understanding the Legal Framework and Tax Incentives

Moderator

David Sillaman, CEO, EazyDoIt

Panelists

Kyla Ehrisman, Associate, Mick Law PC

Daniel Ryan, Partner, Sullivan & Worcester LLP

11:00am

Allocator Roundtable Discussion

Moderator

Eric Dansky, Senior Investment Officer, Cooper Family Office (SFO)

Panelist

Biff Pusey, Member, CrossGrain Family Investments

11:40am

Private Debt & Credit Investment Strategies

Moderator

Scott Schaefer, Senior Investment Officer, Office of Investment and Innovation | SBA

Panelists

TBA, Altriarch Capital Management

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

12:10pm

Building Next-Generation Immunotherapies and Investor Value

Presented by

Gary Gentges, SVP, Kineta, Inc.

12:20pm

Networking Luncheon

1:30pm

Opportunity Zones Forum

 

An Opportunity Zones Case Study: Erie, Pennsylvania

Presented by

Jonathan Tower, Managing Partner, Arctaris Impact Fund

Bob McNutt, Corporate Treasurer, Erie Insurance Group

1:50pm

Direct Investing & the Advantages of the Inflation Reduction Act

Presented by

Bruce Roberts, CEO, Carofin

2:10pm

Private Equity & Venture Capital – Value, Opportunistic Investing and Turnarounds

Moderator

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

Panelists

Scott Smith, Director, Foundation For a Better Economy

Dino Christoforakis, Founder & Managing Principal, Vential Investments

2:50pm

Examining Energy & Real Assets During Geopolitical & Economic Uncertainty

Moderator

Kamil Homsi, Founder & Chief Executive Officer, GRC Investment Group (Dubai) (SFO)

Panelists

Jon Jones, Managing Partner, Leafwise Ltd.

Chris Hare, CEO, PRTI, Inc.

Iva Kaufman, Founder, Iva Kaufman Associates

3:20pm

Networking Refreshment Break

3:40pm

Due Diligence, Deal Making & Risk Management: How Has Inflation and Low Cap Rates Impacted the Private Markets?

Moderator

Biff Pusey, Member, CrossGrain Family Investments

Panelists

Samira Salman, Chief Operating Officer, Heathside Ventures (SFO)

Bruce Roberts, CEO, Carofin, LLC

Zia Sabir, VP, Business Development, Mick Law P.C.

4:20pm

ESG & Impact Investing Within the Private Markets

Moderator

Richard Marker, Co-Director/Founder, UPenn High Impact Funder Academy | Institute
for Wise Philanthropy

Panelists

Stacy Haislip, Director, Portfolio Management, TAG Associates

Francie Heller, Member, Board of Trustees, Furman University Endowment

Margaret Gifford, Co-Founder & Chief Impact Investment Officer, Abundance Capital

Bryan Prohm, Executive Vice President, Ozone Capital Markets

5:00pm

Cocktail Reception

8:00am

Registration/Information Desk Opens

8:15am

Continental Networking Breakfast

9:15am

Welcoming Remarks

9:20am

Looking Ahead: The Future of Opportunity Zones and the Private Markets to Revitalize American Competitiveness

Moderator

Richard Marker, Co-Director/Founder, UPenn High Impact Funder Academy | Institute
for Wise Philanthropy

Panelists

Alexandar Thomson, Managing Partner, Leafwise Ltd.

David Sillaman, CEO, EazyDoIt

Wally Sullivan, CEO, Javelin Securities, LLC

10:00am

Conference Concludes

-->Wild Dunes Resort
Isle of Palms, SC" data-x="" data-y="">
4star
Wild Dunes Resort
Isle of Palms, SC


Rate
Room $309*
* Excluding a 14% sales and accommodations tax, 12% Resort Services Fee, and a $2.00 Charleston County destination fee (taxable).

NO-SHOW POLICY:
If a guest does not check-in on the reserved check-in date (and has not notified the hotel of any changes), the room will be subject to release. If the room is released, deposits will not be returned and guest credit card will be charged for the entire stay.

Registration Pricing

Standard Rate
Manager/Service Provider $2,495
Investor (Family Offices, Endowments, Foundations, Corporate Pensions, Public Pensions, Fee-Only RIA’s and other Institutional allocators) 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