Private Markets Investment Forum 2023

Sonesta Resort Hilton Head Island, SC
September 27, 2023 - September 29, 2023

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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, real estate, 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, fund managers, service providers and private companies, around the benefits & challenges of private market investing and diversification beyond public markets.

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 22, 2023

4:00 pm

Exhibit Set-Up

5:00 pm

Welcome Reception

Presented by

The Players Impact “TPI”

8:15 am

Exhibit Set-Up

8:30 am

Registration/Information Desk & Exhibit Hall Opens

8:30 am

Networking Breakfast

9:15 am

Opening Remarks

9:20 am

Looking Ahead: The Future of the Private Markets?

Moderator

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

Panelists

David Robb, Managing Director, Frontier Group SFO

Jeff Klotz, Principal, The Klotz Companies, Klotz Family Office (SFO)

10:10 am

Driving Growth with Private Equity & Venture Capital: Deal Structures + Opportunities

Moderator

Skip Coomber III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office

Panelists

Biff Pusey, Co-Founder & Member, CrossGrain Family Investments

Doug Watler, Trustee, Broward Firefighters Health Trust

Jim Hurd, Director, Green Science Exchange, Hurd Family Office

10:50 am

Start-Up Pitch Exchange

Presenters

Coco Meers, Co-Founder and CEO, Equilibria

Hunter Moffatt, Founder and CEO, Trophycase

Katie Shields, Founder and CEO, Tipsy

11:10 am

Networking & Refreshment Break

11:40 am

Diversification Through Private Credit, Debt and Direct Lending

Moderator

Eric Dansky, Senior Investment Officer, Cooper Family Office

Panelists

Drew Weinstein, Vice President, Parkview Financial

Brian Pavlock, Chief Financial Officer, Ivy Asset Group

Alex Suarez, Chairman & CEO, Alex. Hamilton & Sons, Inc.

12:20 pm

Navigating ESG & Impact Investing Within the Private Markets

Moderator

Iva Kaufman, Founder, Iva Kaufman Associates

Panelists

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

Gabriel España, Managing Director, Iskali Capital Group

Francie Heller, Member Board of Trustees, Furman University Endowment

1:10 pm

Networking Luncheon

2:20 pm

Allocator & LP Roundtable Discussion

Moderator

Joe McIntosh, Director, McIntosh Management LLC

Panelists

Greg Knoll, Beneficiary Trustee & Board Treasurer, The Firefighters Pension Investment Fund, Executive Director, IPFA

Stacy Haislip, Director, Portfolio Management, TAG Associates

Connor Carew, Partner, Permanens Capital Partners

3:10 pm

Real Estate, Infrastructure & Real Asset Investing for the Next Decade

Moderator

Kamil Homsi, Founder & CEO, GRC Investment Group-Dubai (SFO)

Panelists

Dino Christoforakis, Founder & Managing Principal, Vential Investments

Jeff Klotz, Principal, The Klotz Companies, Klotz Family Office (SFO)

3:50 pm

KEYNOTE DISCUSSION: Investing in Professional Sports Teams and The Outlook for Future Valuations Across All Sports

Moderator

Tracy Deforge, Founder, The Players’ Impact

Panelists

Michael Jarvis, MLL Vet, Hedge Fund investor

Anson Carter, NHL Vet, Minor league Hockey Owner

Brandon Williams, NBA Vet, Sports Law Attorney

Victor Bevine, World Freerunning Parkour Federation

4:50 pm

Networking Cocktail Reception

8:30 am

Registration/Information Desk & Exhibit Hall Opens

8:30 am

Networking Breakfast

9:25 am

Opening Remarks

9:30 am

Private Capital Secondaries: How Are LPs Navigating the Growing Sector?

Moderator

Eric Dansky, Senior Investment Officer, Cooper Family Office

Panelist

Biff Pusey, Co-Founder & Member, CrossGrain Family Investments

10:00 am

Raising Capital in ’24: What Will It Take To Close Deals & Funds?

Moderator

Skip Coomber III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office

Panelist

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

10:50 am

Conference Concludes

11:00 am

Social Activity (TBA)

Sonesta Resort Hilton Head Island
130 Shipyard Drive, Hilton Head Island, SC 29928" data-x="" data-y="">
4star
Sonesta Resort Hilton Head Island
130 Shipyard Drive, Hilton Head Island, SC 29928


Rate
Room $249 + $30 Resort fee

Registration Pricing

Standard Rate
Fund Managers, Independent Sponsors, Service Providers & Private Companies $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

  • Accountants
  • Alternative Investments
  • Angel Investors
  • Attorneys
  • Blockchain
  • Broker Dealers
  • Cannabis
  • 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
  • Family Offices
  • Foundations
  • Fund of Funds
  • Hedge Funds
  • High Net Worth Individuals
  • Impact Investing
  • Infrastructure Based
  • Fund Managers
  • Insurance Companies
  • International Markets
  • Investment Banks
  • Investment Research
  • 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
  • Seed investors
  • Software Providers
  • Sovereign Wealth Funds
  • Taft Hartley Reps – Trustee, Administrators, Commissioners, Staff
  • Technology Companies
  • Venture Capitalists

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