Conference Details

The label “alternative” describes a nebulous investment class to many investors, especially those in the institutional world who have strict ethical and fiduciary obligations to their organizations. However, pursuing alternative investment is essential to maximizing returns while maintaining proper asset allocation in plan portfolios of endowments, foundations, family offices, and public and corporate funds. The Alternative Investment Summit will bring together trustees and representatives of institutions as well as money managers and consultants to explore the roles of alternative opportunities and strategies in an educational environment. Participants and delegates will investigate a range of critical investment issues, including discussion of the risks and benefits involving private equity, investigating the risks and rewards involved with hedge funds, examining means of cutting costs associated with implementation of absolute returns strategies, reviewing the future of commodities, and surveying the landscape of emerging international markets.

TEXT AGENDA

Sponsorship, Exhibition & Speaking Opportunities
Call: 212-532-9898 x 270

ONLINE HOTEL RESERVATION

DOWNLOAD HOTEL REQUEST FORM

Opal Financial Group Introduces the 1^st Annual High Net Worth Investment Strategies Benchmarking Survey
Family Office Metrics, the leading business consultancy to high net worth investors, families and single family offices, created this opportunity for The Opal conference attendees. 

If you are an individual investor, a single family office, a family or private trust company or family foundation, are you running a successful investment management practice?  Is there room for improvement?
Here is the opportunity to self-evaluate your investment practices and to have a side by side comparison with the practices of your peers at the conference.  Your practices will also be compared with what the investment practices are for a control group of approximately 10 - $1billion plus family offices. 

• Find out what your asset allocation and detailed allocation to hedge funds and other alternative investment strategies are, as compare with your peers.
• Discover what larger single family office asset allocations are, as well as their allocations to hedge funds and other alternative strategies.
• Explore what key investment best practices are; what practices you are following and what best practices are for larger single family offices.
  
  (Click to take Survey)
  

Hotel Info

Ritz Carlton
1 Ritz Carlton Dr.
Dana Point, CA 92629
Phone:  949-240-2000

The Opal Financial Group has reduced rate room block available for conference participants.

We are pleased to announce that the Opal room block is open and we are accepting reservations. This year, Opal Financial Group will be managing the block of rooms at the hotel. If you wish to secure a room at the hotel, you can return the hotel request form via email or fax along with a valid credit card or sign up online by clicking the link below.

ONLINE HOTEL RESERVATION

DOWNLOAD HOTEL REQUEST FORM

• Rooms are available only to those participants who are registered attendees.
• Rooms will not be guaranteed with out 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.