Opal Financial Group

This event will tackle the issues that are most relevant to endowments and charitable foundations today and will provide participants with opportunities to network with both investors and fund managers in a relaxed setting.

Specific topics to be covered include the necessity of non-profit governance for endowments, means of capturing alpha in a portfolio, methods of choosing money managers, and problems of ethics and liability in fiduciary planning, as well as addressing the pros and cons of investing in equity, fixed income, alternative, and real estate products.

	Conference Details:
	This event will tackle the issues that are most relevant to endowments and charitable foundations today and will provide participants with opportunities to network with both investors and fund managers in a relaxed setting. Specific topics to be covered include the necessity of non-profit governance for endowments, means of capturing alpha in a portfolio, methods of choosing money managers, and problems of ethics and liability in fiduciary planning, as well as addressing the pros and cons of investing in equity, fixed income, alternative, and real estate products.		VIEW TEXT AGENDA Sponsorship, ExhibItion & Speaking Opportunities Call: 212-532-9898 x 270 Plan Sponsors, Endowments and Foundations Call: 212-532-9898 x 275


	Hotel Info:
	La Costa Resort & Spa 2100 Costa del Mar Road Carlsbad, CA 92009 Phone: 800.854.5000 Fax:__ 760.930.7070		The Opal Finanacial Group has reduced rate room block available for conference participants.

	ONLINE HOTEL RESERVATION • 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.


		February 3-5, 2008 La Costa Resort & Spa, Carlsbad, CA TEXT AGENDA (as of 01-31-2008)

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