Public Funds Summit East 2019

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

97 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.

CONFERENCE FORMAT
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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Donate

GIFT TO SUPPORT PWP
100% of contest fees go directly to charity, and nothing is used for our own operations. We often get inquiries from individuals who would like to support our organization. Portfolios with Purpose is a 501(c)(3) organization and your donations are tax deductible. Simply click on the link to donate directly to PwP. We appreciate your support.

To request our current agenda, participant list and sponsors


Speaker List Current as of April 12, 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

Speakers

Dave Piasecki, CIO, Elmtree Funds

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

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

Newport Marriott, Newport, RI
25 America's Cup Avenue, Newport, Rhode Island 02840 USA" data-x="41.49043773215085" data-y="-71.31831966385573">
1star
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

Earlybird Rate I (exp 2/15/19) Earlybird Rate II (exp 5/15/19) Standard Rate
Managers/Service Providers $2,495 $2,695 $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 info@opalgroup.net

TBA

Presented by

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

TBA

Presented by

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

TBA

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