February 11-13, 2026
Royal Sonesta New Orleans, New Orleans, LA
Advancing Knowledge and Leadership in Institutional Investing
This Investment Education Symposium, in conjunction with the Louisiana Trustee Education Council (LATEC), celebrating its 21st Anniversary, aims to provide broad education and information on investing, fiduciary responsibility, and selection of money managers to the key decision makers and other representatives of the nation’s largest pension funds, endowments, foundations and other institutional investors. Participants of this conference will have the chance to exchange ideas and learn from other delegates and presenters who manage some of the largest capital flows within both the traditional and the alternative investment communities. Institutional investors will come from across the country not just to network but also to learn from the nation’s leading institutional investors, asset managers, hedge fund managers, consultants and more.
CONFERENCE FORMAT
This conference will exclusively feature dialogue driven panel discussions led by consultants and institutional investors. 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. Speakers must keep in mind the educational objective of this event. Speakers will NOT be allowed to market specific products or services during presentations.*
Plan Sponsor Education Hours
Investment training = 10 hours
Actuarial science = 1 hour
Legal education regarding the laws, rules, and regulations = 2 hours
Fiduciary duty and ethics = 1 hour
Who Should attend
- Pension Rep (Trustee, Administrators, Commissioners, Staff)
- Consultants
- Endowments
- Foundations
- Taft Hartley Reps (Trustee, Administrators, Commissioners, Staff)
- Family offices
- Attorneys
- Accountants
- Hedge Funds
- Fund of Funds
- Real Estate Managers
- Equity Managers
- Venture Capitalists
- Private Equity
- Insurance Companies
- Benefit Companies
- Public Service Administrative
- Providers
Request Agenda
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registration pricing
LATEC Member Rate
$1,995
Managers / Service Providers
$2,895
End Investor
Complimentary*
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)
*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.
HOTEL Information
Royal Sonesta New Orleans
300 Bourbon Street New Orleans, LA 70130
For sponsorship, exhibition & speaking opportunities
212-532-9898
info@opalgroup.net
Wolf Popper is a leading complex litigation law firm that represents clients in high stakes individual and class action litigations in state and federal courts throughout the United States. The firm specializes in securities fraud, mergers and acquisitions, consumer fraud litigation, healthcare litigation, ERISA, and commercial litigation and arbitration. Wolf Popper was founded in 1945, and is headquartered in New York City. Wolf Popper also has offices in Houston, Texas; Chicago and Springfield, Illinois; Boston, Massachusetts; Washington, DC; and San Juan, Puerto Rico.
Wolf Popper’s attorneys are experienced litigators, many of whom have prior experience at AmLaw 100 firms or in government agencies. Wolf Popper’s reputation and expertise has been repeatedly recognized by courts, which have appointed Wolf Popper and its attorneys as lead counsel in complex litigations throughout the country. Over the past eighty years, Wolf Popper has recovered billions of dollars for its clients.
Wolf Popper was one of the first law firms in the United States to develop a class action securities litigation practice. The practice was founded in 1958, and grew out of the Firm’s historical commitment to protecting the rights of individuals. Wolf Popper’s long-established role in the securities bar provides its clients with an understanding and insight into federal securities and state fiduciary duty laws that could only be obtained through years of practice in the fields.
Wolf Popper provides a range of services which are designed to aid shareholders seeking to recover damages related to fraud and other corporate misconduct, as well as shareholders who seek to advocate for improved corporate governance.
Wolf Popper routinely represents damaged and defrauded institutional and other large investors in class action and individual securities litigations. Wolf Popper is regularly appointed lead or co-lead counsel in complex securities litigations. Wolf Popper is very selective in the cases it litigates. The Firm’s careful factual and legal research and selective prosecution has resulted in a significant percentage of the securities litigations in which the Firm is involved being sustained over, or being settled prior to a decision on, a motion to dismiss. Wolf Popper regularly litigates cases alleging materially false and misleading statements in violation of the federal securities laws, as well situations involving as other corporate misconduct, such as (i) excessive compensation being paid to a company’s management; (ii) self-dealing transactions between a company and its management or directors; or (iii) where a majority/controlling shareholder seeks to cash out the public, minority shareholders at a grossly unfair price or in a manner that compromises the process necessary to ensure that the public shareholders are treated fairly.
Wolf Popper’s portfolio monitoring service aims to educate the Firm’s institutional investor clients about securities litigation and corporate misconduct issues that impact their investment portfolios. The Firm provides monthly and case specific reports related to current litigations and disclosures of potential fraud or other corporate misconduct. Wolf Popper also provides clients with monthly reports of recently reached class action settlements to help clients identify settlements in which they might be entitled to participate.
Wolf Popper serves as a trusted advisor to institutional shareholders, and strives to help board members, directors, administrators, and other fiduciaries meet their duties and responsibilities to protect fund assets. Wolf Popper represents a number of state, county, and municipal pension funds as well as Taft-Hartley plans and other sophisticated institutional investors. Wolf Popper’s portfolio monitoring services are provided to institutional investors at absolutely No Out-of-Pocket Cost and Risk Free. Wolf Popper provides litigation services to institutional investors on a contingent fee and non-recourse basis.
The attorneys at Wolf Popper have been recognized as leaders in the field and lauded by the courts for their skill and results in prosecuting securities litigation. The firm has been awarded Martindale-Hubbell’s highest rating for legal ability and ethical standards and a number of the partners have been awarded the “SuperLawyers®” or “Rising Stars” designations by SuperLawyers.
Wolf Popper has a long history of representing international clientele. Wolf Popper’s office in San Juan, Puerto Rico provides the firm with a gateway to the civil law system in Latin America and Europe; Wolf Popper has working relationships with firms throughout those jurisdictions. Latin American institutional investors worldwide can expect fully bilingual services in portfolio monitoring and securities litigation from diverse and experienced attorneys.
Wolf Popper’s founders always recognized the value of a workforce comprised of talent across the demographic spectrum. The Firm has been committed to diversity and inclusion and gender equality since its inception and is proud to continue to embrace that tradition of inclusion to the benefit of the Firm and the clients we serve.
To learn more, please visit us at www.wolfpopper.com, or email us at outreach@wolfpopper.com.
Building on decades of experience and proprietary health and longevity data sets, ABL Tech creates technology products that are revolutionizing the pension and life insurance industry. These innovations deliver tremendous benefits for pension funds, government agencies, and insurance-related businesses. The division has developed platforms that conduct real-time mortality verification, locate missing participants, and service the secondary life insurance market with unprecedented speed and accuracy.
ABS Global Investments was launched in 2002 and specializes in sourcing alpha opportunities across Global and Emerging Equity Markets and in selective private market opportunities.
We are distinguished in the industry by our people, partnership culture and transparency. Our team leverages an unparalleled global network of on-the-ground relationships to source unique investment opportunities. As of January 2025, ABS manages approximately $7.8 billion in assets. ABS comprises forty-four employees, headquartered in Stamford, CT, and offices in Hong Kong, Zurich, and São Paulo.
Bernstein Litowitz Berger & Grossmann LLP ("BLB&G") is a leading law firm advising institutional investors on issues related to corporate governance, shareholder rights, and securities litigation. BLB&G has recovered over $40 billion for investors since its founding in 1983. In addition to obtaining many of the largest securities fraud recoveries in history, the firm has prosecuted seminal cases in which it has achieved precedent-setting corporate governance reforms on behalf of its clients and established precedents to protect the shareholder franchise, increase market transparency, hold wrongdoers accountable, and improve corporate business practices in groundbreaking ways.
A distinguished group of trial-tested litigators, BLB&G and its attorneys have repeatedly and consistently earned high praise from the courts in which they practice, as well as the respect of the defense firms and corporate defendants whom they face in court and across the negotiating table. The firm is widely recognized by the media and industry observers (including The Wall Street Journal, The American Lawyer, The New York Times, The National Law Journal, BusinessWeek, ISS, Financial Times, Benchmark, Chambers USA and Legal 500) for its legal excellence and achievements.
Bleichmar Fonti & Auld LLP (“BFA”) is a premier securities and class action law firm that monitors the trading portfolios of many of the world’s largest and most respected institutional investors. We are recognized for our unparalleled legal prowess, tenacious advocacy, and proven results in complex litigation. At BFA, we are more than litigators—we are strategic counselors committed to securing the best results for our clients. Since 2014, BFA has distinguished itself by taking on complex cases with surgical precision, investing substantial resources in a carefully curated caseload that allows us to deliver exceptional results in securities litigation, consumer class action, and corporate governance cases. BFA partners have litigated securities and investment-related actions that have contributed to the recovery of nearly $15 billion for investors, including recovering over $2.2 billion while at BFA. In addition, our Global Recovery Services have put us at the forefront of providing comprehensive consulting and liaison services related to opt-in litigation abroad, and our Global Claims Filing Services ensure our clients recover all possible investment losses through the timely and accurate filing of settlement claim forms. With an ironclad commitment to integrity and a track record of success against formidable opponents, BFA offers sophisticated legal guidance tailored to your specific objectives
Chimicles Schwartz Kriner & Donaldson-Smith LLP, a law firm with Philadelphia Metro area and Wilmington, Delaware offices, has been prosecuting complex federal and state class action litigation nationwide for over 25 years on behalf of investors. Our attorneys are skilled and well-respected litigators in representing shareholders in class and derivative actions in both federal and state courts. Within the last 5 years alone, our Firm has served in the pool of Securities Litigation Attorneys for more than 30 institutional clients, performing securities monitoring and evaluation, and serving as Litigation Counsel. The Firm has recovered billions of dollars for its clients, including winning one of largest sustained plaintiffs’ jury verdicts for a securities class action since the enactment of the Private Securities Litigation Reform Act (PSLRA), and has achieved significant corporate governance changes for stockholders.
Founded in 1931, CS McKee is an institutional investment advisor, managing equity, fixed income and multi-asset class portfolios for public entities, Taft-Hartley plans, insurance companies, corporations, endowments, foundations, hospitals, schools, and religious organizations. Assets under management are over $10 billion, large enough to attract investment professionals of the highest caliber, yet small enough to be responsive to individual client objectives. CS McKee manages assets for clients in over 35 states, the District of Columbia and Canada.
Driehaus Capital Management is a privately held investment management boutique based in Chicago. Founded in 1982, the firm manages active growth equity strategies and alternative investment strategies on behalf of a diverse institutional client base comprised of corporate and public pensions, endowments, foundations, sub-advisory, family offices, wealth managers and financial advisors, globally.
For over two decades, EnTrust Global been dedicated to delivering financial security to those who have entrusted us with their capital. Today, EnTrust Global has approximately $20.0 billion1 in total assets for hundreds of clients worldwide, ranging from Taft-Hartley to Sovereign Wealth funds. The vast majority of our investor base is comprised of long-standing institutional investors and includes some of the world’s most prominent allocators. We fully recognize, and have the utmost respect for, our responsibility as stewards of capital and embrace a client-centric culture rooted in integrity and transparency.
EnTrust Global’s business platform encompasses a range of investment opportunities across a spectrum of asset classes, strategies, and liquidity profiles, in both the public and private markets. The firm provides commingled solutions as well as customized, bespoke portfolios. In line with the firm’s entrepreneurial foundation, we remain dedicated to innovating and evolving our platform to offer compelling and differentiated investment opportunities.
* As of September 30, 2021; based on estimates and includes assets under advisement and $723.9 million of mandates awarded but not yet funded.
Gratia Capital is a Los Angeles, California based SMID Cap long/short equity and credit hedge fund with expertise across 18 industries in the Industrial, Consumer and Real Estate sectors. The firm manages a single strategy, seeking to generate returns by investing in businesses at the confluence of irrational dislocations and fundamental inflection points.
Loop Capital Asset Management (LCAM) is a high conviction, active fixed income employee and minority owned investment management firm originally founded as Taplin Canida and now wholly owned by Loop Capital. For over 30 years we have successfully delivered high alpha fixed income solutions to institutional investors. Today, LCAM manages $9 Billion in 11 customized solutions ranging from Cash & Enhanced Cash to High Yield and Sustainable investment strategies.
Lowey Dannenberg, P.C. is a nationally recognized plaintiffs’ litigation law firm headquartered in White Plains, New York with an additional office in West Conshohocken, PA. Since inception in 1968, Lowey attorneys have represented sophisticated clients in complex class action cases involving federal securities, commodities and antitrust violations, consumer protection actions, healthcare cost recovery actions, and shareholder and board actions. With more than 50 years of experience and billions recovered, the firm combines portfolio monitoring, lead-plaintiff representation, and complex class action litigation to pursue recoveries and enhance market accountability on behalf of public pension funds and institutional investors in federal, state, and international courts.
We are honored to be a sponsor at Opal’s Public Fund Summit East, in beautiful Newport this year, and we appreciate the opportunity to participate on the Securities Litigation Panel.
Macquarie Asset Management is a global asset manager that aims to deliver positive impact for everyone. Trusted by institutions, pension funds, governments, and individuals to manage approximately $US582 billion assets globally, we provide access to specialist investment expertise across a range of capabilities including infrastructure, green investments, real estate, agriculture & natural assets, asset finance, private credit, equities, fixed income and multi asset solutions.
Macquarie Asset Management is part of Macquarie Group, a diversified financial group providing clients with asset management, finance, banking, advisory and risk and capital solutions across debt, equity, and commodities. Founded in 1969, Macquarie Group employs approximately 20,500+ in 34 markets and is listed on the Australian Securities Exchange.
Advocating for the rights of workers, consumers, families, and investors is our firm's guiding principle as we aggressively seek justice for people and institutions harmed by wrongdoing and negligence. As one of the nation’s largest plaintiffs’ litigation firms, Motley Rice attorneys have played leadership roles in some of the most significant cases to ever go through U.S. courts. We have the experience and depth of resources required to take on innovative, cutting-edge litigation across a variety of practice areas.
Bivium Capital Partners is an asset management firm and premier provider of multi-manager investment solutions. We offer customized Diverse and Boutique Manager Strategies, mission-driven OCIO Solutions, and other Advisory Services to institutional investors seeking differentiated sources of alpha. For over two decades, Bivium has successfully served the needs of institutional investors seeking well-executed, performance-driven Emerging Manager programs. Our relentless focus on alpha generation, highly skilled investment team, proprietary approach to meeting client objectives, and a deeply engrained client-centric culture are traits that distinguish our firm and add value to client portfolios.
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Pomerantz is the oldest law firm in the world dedicated to representing defrauded investors. Founded in 1936 by Abe Pomerantz, the legendary “dean of the plaintiffs’ bar,” Pomerantz continues to champion shareholder and consumer rights.
Throughout its history, Pomerantz has shaped the law, winning landmark decisions that have expanded investor rights and initiated historic corporate governance reform. The Firm has recovered billions of dollars on behalf of defrauded investors, with many settlements breaking previously-held records.
Pomerantz’s accomplished and diverse team of attorneys is dedicated to representing the interests of defrauded shareholders in securities class and individual actions as well as in derivative, antitrust, and consumer litigation. Our clients include some of the most influential pension funds, asset managers and institutional investors around the globe. Our proprietary, state-of-the art PomTrack® portfolio monitoring system safeguards over $6.8 trillion in assets and growing.
Pomerantz’s expertise has been praised, time and again, by the courts and recognized industrywide. The Firm’s accomplishments have garnered the attention of global media outlets, including Forbes, The New York Times, The Wall Street Journal and the Financial Times. The Firm and its attorneys have been awarded for excellence by, among others, the National Law Journal, Benchmark Litigation, Chambers USA, Law Dragon, and Law360.
Pomerantz is headquartered in New York City, with offices in Chicago, Los Angeles, Paris and Tel Aviv.
We explore how AI and Exponential Technologies bring opportunities for people and organizations to increase their wealth and health. Our audience is anyone interested in improving in their career, their business, their investments, living a healthier and more fulfilling life, or simply understanding how Exponential Technologies are changing the world.
AI Tools Network is an online resource that helps people find the best artificial intelligence tools for their needs. It offers a directory of AI tools in various categories, such as sales, marketing, education, HR and finance. They also provide educational content about AI, such as blog posts and upcoming events.
AltsWire is the definitive news source for the illiquid and semi-liquid alternative investment industry. Founded in 2013 as The DI Wire, AltsWire rebranded in early 2025 to better reflect the scope, diversity, and maturity of the alternative investment landscape we cover. Today, AltsWire delivers timely news, in-depth analysis, and industry insights to our dedicated audience of wealth advisers, registered investment advisers (RIAs), investment sponsors, and broker-dealers who serve millions of American retail investors. Our coverage spans all aspects of illiquid and semi-liquid alternative investments, including real estate investment trusts (REITs), business development companies (BDCs), interval and closed-end funds, Delaware statutory trusts (DSTs) used in 1031 exchanges, Regulation A+ offerings, qualified opportunity zone (OZ) funds, and the full range of private placement vehicles. Since inception, AltsWire has grown into the most trusted media platform exclusively focused on illiquid and semi-liquid alternative investments. We remain committed to unbiased reporting, thoughtful editorial perspectives, and empowering our readers with the information they need to thrive in this dynamic, specialized sector.
Banking CIO Outlook Magazine covers the latest technology updates in the banking sector challenges to face in the banking IT community, including payments, security, channels, and banking compliance. Determined to offer a myriad of additional services that can improve businesses, Banking CIO Outlook magazine stands out with its learn-from-peers approach, offering professionals the most comprehensive collection of technology trends.
The world of enterprise technology is soaring high. Every minute, new technological innovations are cropping up in different corners of the world. Every technologist out there wants to stay abreast of all the latest trends in enterprise technology and innovation. CIOInsights works to bring to all the tech enthusiasts the latest information from the world of innovative enterprise solutions. This new world belongs to tech start-ups. We amalgamate all aspects of technology to give an unparalleled digital experience to our ambitious entrepreneurs striving to reach the top. We at CIOInsights magazine give our readers every thorough detail from every arena in technology.
CoinCarp is a global crypto data aggregator providing coin prices, exchange rankings, wallet info, airdrop alerts, and blockchain explorer tools in one place.
CoinCheckup is a crypto research platform offering detailed coin analysis, price data, predictions, and investment insights for informed decision-making.
CoinCodex tracks 30,000+ cryptocurrencies with real-time prices, charts, and news. CoinCodex offers advanced portfolio tracking, alerts, and market overviews.
At Coinfea, we are passionate about exploring the exciting possibilities of the digital world and staying ahead of the curve when it comes to technological advancements and their impact on our lives.
Our team of expert writers and analysts is dedicated to providing our readers with insightful analysis and in-depth coverage of the most pressing topics in the crypto and blockchain space. Whether you are a seasoned investor or simply curious about the world of digital assets, our platform is the perfect place to keep up with the latest news, trends, and developments in this rapidly-evolving field.
At Coinfea, we believe that technology has the power to transform society for the better, and we are committed to promoting the responsible use and adoption of emerging technologies such as blockchain and web3. We are also passionate about educating our readers and helping them to make informed decisions about their investments and participation in the digital economy.
In addition to our news coverage, we also offer a range of educational resources, including in-depth guides, tutorials, and explainers, to help our readers deepen their understanding of the complex world of crypto and blockchain.
Whether you are an enthusiast, a professional, or simply curious about the digital world, we invite you to join our community of readers and explore the exciting possibilities of the future. Thank you for choosing Coinfea as your trusted source for reliable, insightful, and in-depth coverage of the digital world.
Founded in 2018, Cryptopolitan has grown from a popular blog into a trusted source of news and analysis for millions of readers worldwide. Over the years, we have expanded our coverage to include a wide range of topics, from market trends and technological innovations to regulatory changes and industry events.
Our team includes seasoned journalists, industry experts, and passionate crypto enthusiasts who are committed to delivering high-quality news.
Cryptopolitan is continuously expanding its network and offerings to reach a global audience across the cryptocurrency, AI, gaming, blockchain and web3 markets.
We believe in the power of collaboration to unlock human potential and growth. We make collaboration better with growth-minded people and cutting-edge technology. Events are where people connect and everything can happen: learning, partnerships and growth. We are building tools for event organizers to seamlessly collaborate with speakers, partners, and sponsors. United we are stronger Join us!
Executive Global magazine takes readers on a highly informative, and insightful tour of the developments shaping our global economy, in addition to the impact these developments may have on executives worldwide, and the subsequent strategies that may be adopted in their wake. Guided by expert opinion, and supported by leaders in their field, the magazine provides a unique platform that aids in the effective management of business, people, and revenue, whilst presenting an objective view on geopolitical affairs, the global financial, and capital markets
Financial Service Review is a leading technology magazine that reaches out to over 56,000 print subscribers and over 85,000 digital subscribers. It provides a comprehensive platform for senior-level industry experts, buyers, and decision-makers to share their insights following a unique learn-by-peers approach.
GlobalRisk Community is a thriving community of risk managers and associated service providers. Our purpose is to foster business, networking and educational explorations among members. Our goal is to be the world's premier Risk forum and contribute to a better understanding of the complex world of risk.
SmartMoneyMatch connects the global investment community For alignment of interest in the investment field, SmartMoneyMatch.com offers two main functionalities: 1. Investments can be classified (as are products on eBay), and you can specify your supply or demand and give other users the opportunity to search for investments according to given relevant criteria for the investment process. Additionally, you can make a request for proposal (RFP) within the given criteria, and potential suppliers can state which kind of RFP they are willing to respond. 2. Users can mutually connect with one another on the platform. This functionality is similar to that of LinkedIn, focusing on criteria relevant to the investment industry. (At registration, you can choose who will be able to see your information.) Contact: Martin.Signer@SmartMoneyMatch.com Phone: +41433331038









