February 3-5, 2027
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
$2,295
Managers / Service Providers
$3,295
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
