Public Funds Summit East 2019

Newport Marriott, Newport, RI
July 22, 2019 - July 24, 2019

6 days left

Opal Financial Group’s annual public funds conference addresses issues that are critical to the investment success of senior public pension fund officers and trustees in the new millennium. Concerns of funding liabilities for beneficiaries in a world of declining returns yet maintaining a balance between the risk/reward paradigms is center in the mind of many trustees and representatives of pension plans around the country. The exchange of ideas both in and out of the session halls are key in educating and identifying viable alternatives that will address these concerns. We will discuss how surplus returns should affect employee benefit plans; closely examine the processes for selection and evaluation of investment managers. Beyond the investment sphere we also address legal issues facing pension plans, ethic regulations and the importance of on-going education for plan sponsors and their fiduciaries. 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. By focusing on an atmosphere of education rather than sales or marketing, 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. Opal will kick off the event with its Annual Regatta Cup, in which attendees will have the opportunity to work with a professional sailing charter crew while competing against industry peers.

This conference will exclusively feature dialogue driven panel discussions led by consultants and pension funds/plan sponsors. Power Point presentations are prohibited during the sessions but may be made available on our mobile app. Please send in PDF or PowerPoint format if you would like to have presentation included on App. Only Standalone Speakers will be allowed to use PowerPoints, but cannot pitch products or advertise anything with their firms.

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Opal Charity Partner: Portfolios with Purpose

Opal has partnered with Portfolios with Purpose to support their mission of shaping the next generation of business leaders. PwP provides a free online financial education to students of any age, promoting financial capability and preparing students for a career in the business sector. Together we are working towards an equitable, inclusive, and values driven community of Professionals with Purpose.

Join one of PwP's global Investor Challenges or learn more about the PwP Academy here!

To request our current agenda, participant list and sponsors

Speaker List Current as of July 18, 2019

Keynote Speakers

John Felker, Director, National Cybersecurity and Communications Integration Center, Department of Homeland Security

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

Anthony Scaramucci, Founder & Co-Managing Partner, Skybridge Capital, LLC


Bob Williamson, Vice President, Battea - Class Action Services, LLC

Steve Hagenbuckle, Founder and Managing Partner, TerraCap Management, LLC

James Perry, Head of Institutional Investor Solutions, Maples Group

John Agenbroad, Chairman, Inter-Local Pension Fund

Juan Carlos Artigas, Director, Investment Research, World Gold Council

Will Buividas, Chairman, Arizona Public Safety Personnel Retirement System (PSPRS)

Lily Cavanagh, Treasurer, Redford Township Police & Firemens Retirement System

Dean Crombie, Trustee, New Hampshire Municipal Retirement System

Cian Desmond, AVP, Wilshire Alternatives Research, Wilshire Associates Incorporated

Gary Draghi, Chief Investment Officer, Hartford Municipal Employees' Retirement System

Mark Eisner, Chairman, Daytona Beach Police and Fire Pension Fund

Michael Fitzgerald, State Treasurer, State of Iowa

Gerry Fleury, Executive Director, Manchester Employees' Contributory Retirement System

Adam Frankel, Trustee, City of Delray Beach General Employees Retirement Fund

Jack Frost, Trustee, West Palm Beach (FL) Police Pension Fund

Peter Gerlings, CFA, CAIA, Senior Vice President, Head of Private Equity Research, Segal Marco Advisors

Leonard Gilroy, Senior Managing Director, Pension Integrity Project, Reason Foundation

Max Giolitti, Chief Risk Officer, Verus Investments

John Girard, Trustee, Boca Raton Police and Firefighters’ Retirement System

Robert Grden, Executive Director, Wayne County Employees Retirement System

Harry Griffin, Trustee, San Antonio (TX) Fire & Police Pension Fund

Richard Hampton, Jr., President, Louisiana Trustee Education Council (LATEC)

Tom Herek, County Commissioner, Bay County Employee's Ret. System, Bay County (MI)

Jeff Johnson, Trustee, Municipal Employees’ Annuity and Benefit Fund of Chicago

Mark Johnson, Senior Managing Director, Cliffwater

Russ Kamp, Managing Senior Consultant, Alan Biller and Associates

Greg Knoll, Executive Director, Illinois Professional Firefighters Association

Mark Kordonsky, Principal, Sageview Advisory Group

Matthew Lay, Trustee, Oklahoma Firefighters Pension & Retirement System

Curtis Loftis, Jr., State Treasurer, State of South Carolina

Darryl Mabini, Assistant Vice President, Growth & Stakeholder Relations, Healthcare of Ontario Pension Plan (HOOPP)

Matthew Mark, Director US Asset Owners/Distribution, World Gold Council

Daniel Miller, Deputy Executive Director, Board of Education Retirement System of the City of New York

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

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

Kevin Nichols, CAIA, CIMA, Senior Investment Management Consultant & Vice President, The Forma Group – Morgan Stanley Consulting Group & Institutional Services

Marcia Peters, CIO, Portfolio Evaluations

Nadine Pfeifer, Consultant, Chartwell Consulting

Guy Pinkman, Trustee, Lincoln (NE) Fire & Police Retirement System

Shawn Quinn, Managing Director, Wilshire Private Markets

Blair Richards, CEO, Halifax Port ILA/HEA Pension Plan and Trust Funds

Jim Rizzo, Senior Consultant & Actuary, Gabriel, Roeder, Smith & Company

Ronald Ryan, CEO, Founder, Ryan ALM, Inc.

Daniel Ryan, Project Coordinator, Illinois Public Pension Fund Association (IPPFA)

Michael Salice, Director of Research, Sky Harbor Capital Management, LLC

Adam Schenck, Principal, Managing Director, Head of Fund Services, Milliman

Don Shannon, Director, StepStone Group

Jim Smith, Trustee, San Antonio (TX) Fire & Police Pension Fund

Alec Stais, Chief Investment Officer, Employees' Retirement System of Rhode Island

Suzanne Taylor, Chairperson, Old Saybrook Retirement Board

Darryl Walker, Board Trustee, Alameda County Employees Retirement Association

Doug Watler, Trustee, Broward Firefighters Health Trust

Joe Yiu, CIO, ElmTree Funds

John Morabito, Managing Director, Portfolio Manager, EnTrust Global LLC

William Beck, Vice President, Wilshire Manager Research, Wilshire Consulting

Tom Hickey, Partner & Chair of Fund Formation, Foley & Lardner LLP

Dana Callow, Investment Committee, Trustee, Boston Millennia Partners

Kathryn Pizzi, Sr. Investment Consultant, Fiduciary Investment Advisors, LLC

Charles Bryant, Trustee, The Public School and Education Employee Retirement Systems of Missouri (PSRS/PEERS)

Mark Steed, Chief Investment Officer, Arizona Public Safety Personnel Retirement System

Will Forde, CAIA, Consultant, NEPC, LLC

Michael Acton, CFA, Managing Director, Head of AEW Research, AEW Captial Management L.P.

John Phinney, CEO, Convergence, Inc

Edwin Davison, Associate Portfolio Manager and Senior Equity Analyst, DuPont Capital Management

Lode Devlaminck, Managing Director, Equities, DuPont Capital Management

Mark Foust, Senior Portfolio Specialist, DuPont Capital Management

Russ Kamp, Managing Senior Consultant, Alan Biller and Associates

C. LaRoy Brantley, Principal, Consultant , Meketa Investment Group

Thomas Forma, Senior Vice President- Senior Institutional Consultant, The Forma Group- Morgan Stanley Consulting Group & Institutional Services

Darryl Mabini, Assistant Vice President, Growth & Stakeholder Relations, Healthcare of Ontario Pension Plan (HOOPP)

Timothy J. Conway, Head of Private Credit, First Eagle Investment Management

Kai Schmitz, Senior Investment Officer, International Finance Corp., World Bank Group

Frank Jordan, Head of Client Partnership Group, Crestline Investors, Inc.

Ken Kencel, President & CEO, Churchill Asset Management

Robert D. Gordon, Partner, Jenner & Block LLP

Newport Marriott, Newport, RI
25 America's Cup Avenue, Newport, Rhode Island 02840 USA

Rooms Rates
King $359
Double beds $359
*Exclusive of 13% tax & $1.00 Newport Tourism Assessment per night.

• 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.

Registration Pricing

Standard Rate
Managers/Service Providers $2,895
Plan Sponsors, Pension Trustee & Staff, Non-Discretionary Consultants, Endowments, and Foundations can be verified for complimentary access* (must be allocators to 3rd party fund managers) 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.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898


Presented by

John Felker, Director, National Cybersecurity and Communications Integration Center, Department of Homeland Security

Funding Government Pensions and Risk Taking

Presented by

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


Presented by

Anthony Scaramucci, Founder & Co-Managing Partner, Skybridge Capital, LLC

  • Pension Outlook: The State of the U.S.Retirement System
  • New Styles and Strategies for Investing
  • Asset Allocation best Practices
  • Ongoing Education for Plan Fiduciaries and Participants
  • Challenges facing Public Pension Plans
  • Risk Management
  • Manager Selection
  • Equity Investing
  • Securities Lending
  • Hedge Funds
  • Private Equity/Venture Capital
  • Real Estate
  • Real Assets – precious metals, timber, infrastructure, agriculture, managed futures, etc.
  • Emerging and Frontier Markets
  • Choosing the right advisor/consultant
  • …and many more!
  • 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

Manager vs. Investor Breakdown

    Investor Breakdown