Public Funds Summit 2019

Omni Scottsdale Resort & Spa at Montelucia, Scottsdale, AZ
January 9, 2019 - January 11, 2019

28 days left

The Public Funds Summit provides a unique environment in which members of the public sector can exchange ideas and learn from other delegates, money managers, and consultants. Although attendance is not limited to those in the public sector, the conference takes aim at topics that are of particular relevance to public pension funds.

Funding concerns and declining returns have led many pension plans to seek a balance between risk and reward in order to meet pension obligations. Furthermore, the role of investment and its returns are essential to the concern of meeting obligations to pension members. How investment managers, across various strategies, can aid public pension plans in ensuring a safe future for its members will be key in the conversations at the event. The exchange of ideas both in and out of the session halls is key in educating and identifying viable alternatives that will address these concerns. Beyond the investment sphere, we also address legal issues facing pension plans, ethics regulations and the importance of on-going education for plan sponsors and their fiduciaries. We will also discuss the importance of politics and public perception of pension plans and the role that trustees and pension officers have in creating a positive image for their plans.

Plan Sponsor Education Hours
Investment training = 14 hours
Actuarial science = 1 hour
Legal education regarding the laws, rules, and regulations = 2 hours
Fiduciary duty and ethics = 1 hour

To request our current agenda, participant list and sponsors

Speaker List Current as of December 14, 2018

Keynote Speaker

Jeff Lanza, Retired FBI Agent, The Lanza Group


Peter Palandjian, Chairman & CEO, Intercontinental Real Estate Corporation

Tom Harvey, Senior Equity Specialist, Aberdeen Standard Investments

Omni Scottsdale Resort & Spa at Montelucia
4949 East Lincoln Drive, Scottsdale, AZ 85253, USA

Rooms Rates
Standard Rate (Deluxe Resort View) $319
Government Rate* (Deluxe Resort View) $295
*Government Rooms are subject to approval. All prices exclusive of state and local taxes, fees and assessments, currently 13.17%. The resort fee at the hotel has been waived. The resort requires a one-time $10.00 round trip porterage service charge per room for bell staff services that will be posted to individual’s folio.

• Rooms are available only to those participants who are registered conference attendees.
• Rooms will not be guaranteed without a credit card.
• Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
• The name on the form will be the name of the guest room.


The hotel is currently sold-out on the night of January 8th. We are still accepting reservations for the conference nights but if you need a hotel on the 8th, we suggest the following nearby hotels:


JW Marriott Scottsdale Camelback Inn Resort & Spa
5402 E Lincoln Dr.
Scottsdale, AZ 85253
3 minutes from conference hotel


The Phoenician, a Luxury Collection Resort, Scottsdale
6000 E Camelback Rd.
Scottsdale, AZ 85251
10 minutes from conference hotel


Mountain Shadows
5445 E Lincoln Dr.
Scottsdale, AZ 85253
3 minutes from conference hotel

Registration Pricing

Earlybird Rate I (exp Aug 31, 2018 Earlybird Rate II (exp Sept 31, 2018 Earlybird Rate III (exp Nov 15, 2018 Standard Rate
Managers/Service Providers $2,295 $2,495 $2,695 $2,895
Pension/Union Trustee, Administrator, Director or Officer/ Non-Discretionary Consultants*** ---- ---- ---- 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 third 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.

Why the FBI Can't Stop Cybercrime and How You Can

A retired FBI agent and security expert uses real life examples of the latest hacks, security breaches and computer scams to demonstrate how cybercrime occurs and what countermeasures we can take to combat the innovations of criminals. This non-technical presentation will provide proven approaches to recognize and prevent the latest cybercrimes.

Presented by

Jeff Lanza, Retired FBI Agent, The Lanza Group

    This conference will exclusively feature dialogue driven panel discussions led by consultants and public pension plans. In order to maintain the educational value of our events, we prohibit any use of PowerPoint presentations during panel discussions. *Only Standalone Speakers will be allowed to use PowerPoints during their presentation. All other PowerPoint Presentations can be added to our Mobile App by submitting a PDF/PPT document to an Opal Associate. Speakers must keep in mind the educational objective of this event. Speakers will NOT be allowed to market specific products or services during presentations.*

    Investment training = 14 hours
    Actuarial science = 1 hour
    Legal education regarding the laws, rules, and regulations = 2 hours
    Fiduciary duty and ethics = 1 hour

  • Pension Rep – Trustee, Administrators, Commissioners, Staff
  • Consultants
  • Attorneys
  • Taft Hartley Reps – Trustee, Administrators, Commissioners, Staff
  • Accountants
  • Hedge Funds
  • Fund of Funds
  • Real Estate Managers
  • Equity Managers
  • Venture Capitalists
  • Private Equity
  • Insurance Companies
  • Benefit Companies
  • Public Service Administrative Providers