Public Funds Summit Virtual 2020

August 19, 2020

-- --

Virtual conferences are playing a crucial role in this time of remote work and digital business by allowing organizations to adapt in a world going through new challenges. These changes are not only altering the way we do business now but will alter the way we do business in the future.

At Opal Group, our goal is to become a valued partner to the financial investment world by providing options for companies and individuals to connect with one another in their efforts to share information, deal flow, and foster relationships that fuel your efforts to reach your target market. Today, Opal Group is proud to offer customized live virtual conferences that combine market timely ideas and industry specific topics – produced to connect like-minded individuals and companies. This new digital offering can help expand your brand’s reach, position speakers as thought leaders, and connect with potential prospects amidst the world’s current climate.

Opal is proud to launch our Public Funds Summit (virtual) taking place on August 19, 2020. This event will address what has happened in the current financial investment marketplace since the outbreak of COVID-19 as it pertains to Public Pension plans and plan sponsors. We will look at 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. 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.

Please join us on this journey to navigate the financial future of the pension world by attending and sharing thoughts on best practices and directions of what needs to be accomplished to secure the stability of pension’s present and future.

For additional information, please email for a copy of our Preliminary Agenda.

To request our current agenda, participant list and sponsors

Current as of

(Schedule Times are in EST)


Conference Opens


Opening Remarks


A Global Macroeconomic and Geopolitical Outlook: State of the Global Economy and International Affairs


James Maloney, Board of Directors, Illinois Public Pension Fund Association (IPPFA)


Stacey Dion, Managing Director & Global Head of Government Affairs, The Carlyle Group

Elisabeth Préfontaine, Founder, Octonomics

Chester Spatt, Pamela R. and Kenneth B. Dunn Professor of Finance, Tepper School of Business, Carnegie Mellon

Mustafa Saiyid, Senior Financial Sector Expert, IMF


Networking Break


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


Rakeshh Gupta, Founder & Chief Executive Officer, SayeNvest Capital Advisory Limited

Brian Borton, Principal, StepStone Group


Guy Pinkman, Trustee, Pension Benefit Guaranty Corporation / Lincoln Fire & Police Retirement System


Trevor Castledine, Senior Director, Private Markets, bfinance US

John Butler, Head of U.S. Insurance Asset Management Platform, Cohen & Company


Networking Break


Best-practices for earning returns in venture capital while reducing risk during COVID-19

Ed Roman, Managing Director, Hack VC


Networking Break


Exhibitor Showcase


Dean Crombie, Trustee, New Hampshire Municipal Retirement System


Julian M. Regan, Senior Vice President, Public Sector Market Leader, Segal Marco Advisors

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


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


Catherine LaMarr, Deputy Corporation Counsel, City of New Haven

Chase Rankin, Executive Director, Oklahoma Firefighters Pension & Retirement


Networking Lunch


Keynote Presentation


Operational Alpha For Your Securities Litigation Recoveries


A new pilot project case study

Presented by

Lane Arnold, Asst. General Counsel – Investments, Teacher Retirement System of Texas

Irwin Schwartz, President, Managing Member, DIVIDEX Management, LLC


Networking Break


Doug Watler, Trustee, Broward Firefighters Health Trust


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


Darryl Walker, Trustee, Alameda County Employees Retirement Association


Kevin Nichols, CAIA, CIMA, US Government Entity Specialist, Centre Harbour Group - Morgan Stanley Consulting Group & Institutional Services

Solomon Cohen, Lead Portfolio Manager, Cohen & Company


Networking Break


Greg Knoll, Executive Director, Illinois Professional Firefighters Association


Marcia Peters, CFA, Chief Investment Officer, Portfolio Evaluations

David McConico, Chairman, City of Aurora (CO)-General Employees' Retirement Plan

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

Richard Todd, Chief Executive Officer, Innovest Portfolio Solutions


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


Russ Kamp, Managing Director, Ryan ALM, Inc.

Max Giolitti, Chief Risk Officer, Verus Investments

Chris Solarz, Managing Director, Cliffwater LLC


Networking Break


Does Pension Reform Work? Is Your Pension Plan in Trouble?


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


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

Kurt Winkelmann, CEO, Navega Strategies, Senior Fellow, University of Minnesota


Networking Break


LP Pension Investor Roundtable: A Conversation with Pension CEOs, CIOs, Executive Directors & State Treasurers


Steven Swanson, Executive Director, Chicago Firemen's Annuity & Benefit Fund


Jeffrey Weiler, Executive Director, Fairfax County Retirement System


Virtual Networking Happy Hour & Breakout Sessions!!


Conference Concludes

etc.venues 360 Madison
360 Madison Ave, New York, NY 10017

Registration Pricing

1 user/pass
GP Fund Managers / Service Providers $295
Plan Sponsors, Pension Trustee & Staff, Non-Discretionary Consultants, Actuarial Firms, Endowments, and Foundations can be verified for complimentary access* (must be LP allocators to 3rd party fund managers) Complimentary*
Discounted pricing on multiple passes available. Please contact your Opal Representative or for additional details.

*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, Fund Providers as well as Business Development, Sales and Marketing Managers 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
  • Overview of the Real Estate Economy
  • Regulatory/Tax Issues: What Are The Realized Effects Of The New Tax Laws?
  • Opportunity Zones 201
  • Value-Add and Opportunistic vs. Core and Core Plus Investments
  • Real Estate Debt and Alternative Financing Strategies
  • Analyzing Direct vs. Co-Investment vs. Commingled Funds
  • Finding Deal Flow, Acquisitions & Acquisition Due Diligence
  • Real Estate Disrupters 2020: The Future Culprits?
  • Family Office Discussion: What Are You Looking For In This Cycle?
  • 1on1 and group meeting capabilities

  • Live Video Keynote Speakers and Panels Presentations with Q&A

  • Exhibit Hall with branded interactive booths

  • Collateral Information sharing

  • Ability to connect and share contact details with one another

  • Live Chatting Options in sessions, private rooms & Lounge areas for peer to peer or group networking via live chat or video chat

  • Custom 1:1 Meeting Rooms with video conferencing (pre-arranged meetings between LPs/Allocators and Sponsor Managers)

  • Accountants
  • Actuarial firms
  • Alternative Investments
  • Attorneys
  • Benefit Companies
  • Commodities
  • Consultants
  • Corporate Pension Plans – Trustee, Administrators, Commissioners, Staff
  • Directors of Investments
  • Directors of Manager Selection
  • Economists
  • Emerging and Frontier Markets
  • Emerging Managers
  • Equity Managers
  • Fixed Income
  • Fund of Funds
  • Geopolitical Analysts
  • Hedge Funds
  • Infrastructure Based Fund Managers
  • Insurance Companies
  • International Markets
  • Investment Banks
  • Investment Research
  • Mutual Funds and ETF Funds
  • Non-correlated Investments
  • Placement Agents
  • Portfolio Analysts
  • Portfolio Managers
  • Private Debt/ Credit
  • Private Equity
  • Public Pension Plans/ Plan Sponsors – Trustee, Administrators, Commissioners, Staff
  • Public Service Administrative Providers
  • Real Estate Managers
  • Security Lenders
  • Software Providers
  • Sovereign Wealth Funds
  • Taft Hartley Reps – Trustee, Administrators, Commissioners, Staff
  • Venture Capitalists

Manager vs. Investor Breakdown

    Investor Breakdown