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Alternative Investing Summit

Alternative Investing Summit

December 9-11, 2015
Ritz-Carlton Laguna Niguel , Dana Point, CA
Add The Alternative Investing Summit To Your Outlook Calendar
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  Conference Details:

The Alternative Investing 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. As a strategy, alternatives offer investors a method to obtain the returns they require and break the paradigm of the 60/40 rule, however not all alternatives are the same nor do they come without certain risks. Participants and delegates of this alternative investment conference will investigate a range of critical investment issues, including discussion of the risks and benefits of various asset classes and investment vehicles such as hedge funds and private equity, 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. With the current struggle of obtaining these returns, the question of fees has become of particular relevance, especially within the field of alternatives as investors measure their risks v. rewards. We will also look into impact investing as a way of obtaining returns that are socially responsible as well as many issues involved with fund management and the importance of education for trustees and other investment officers.

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 investments is essential to maximizing returns while maintaining proper asset allocation in plan portfolios of endowments, foundations, family offices, and public and corporate funds.

  Topics to be discussed:
  • Investors perspective on alternatives
  • Volatility
  • Risk
  • Asset Allocation
  • Hedge Fund
  • Real Asset Investing
  • Real Estate opportunities
  • Direct and Co Investing Opportunities
  • 1031 Exchanges
  • Liquid Alternatives
  Topics Will Include:
  • Alternative Styles and Strategies for Investing
  • Asset Allocation Best Practices
  • Compliance and Fiduciary Responsibility
  • Investor outlook on the Alternatives space
  • Risk Management
  • Manager Selection
  • Equity Investing
  • Hedge Funds
  • Private Equity/Venture Capital
  • Real Estate
  • Real Assets – precious metals, timber, infrastructure, agriculture, managed futures, etc.
  • Emerging and Frontier Markets
  • Portfolio Construction
  • Investing in Credit & Securitization Markets
  • Choosing the right advisor/consultant
  • and many more!
  Who Should Attend:
  • Pension Reps – Trustee, Administrators, Commissioners, Staff
  • Taft Hartley Reps – Trustee, Administrators, Commissioners, Staff
  • Endowments
  • Foundations
  • Family Offices
  • Consultants
  • Attorneys
  • Accountants
  • Hedge Funds
  • Fund of Funds
  • Real Estate Managers
  • Equity Managers
  • Venture Capitalists
  • Private Equity
  • Mutual Funds and ETF Funds
  • Security Lenders
  • Infrastructure Based Fund Managers
  • Investment Banks
  • Insurance Companies
  Past Industry Representation:

Chart I: Investors versus Money Managers and Service Providers

Chart II: Institutional Investors

  Testimonials from Last Year's Event:
"Great speakers, great topics, great networking - unbelievably great venue."
- -James Strouse, Chairman, Burlington (VT) Employees' Retirement System
"Superbly organized conference in a fabulous location."
- -Mustafa Saiyid, Director, The International Monetary fund (IMF)
"Opal is innovative and a leader in the space of organizing quality programs specific to the investment industry. No matter the theme, I am always meeting quality participants and learning new information."
- -Dale Neibert, H-E-B Brand Savings & Retirement Plan, H.E. Butt Grocery
"You always pick great venues to go along with the excellent programs."
- -Rene Nunez, Chairman/Trustee, Hispanic & Business Alliance
More Testimonials
  Hotel Info:


  Conference Registration Prices:
  Earlybird Rate
(exp 10/1/15)
Standard Rate
Asset Managers & Service Providers $2,895 $3,295
*** Plan Sponsor/Family Office Complimentary
Pension/Union Trustee, Administrator, Director or Officer / Non-Discretionary Consultants Complimentary
Registration price reflects $100 online discount
Register Now
*** Institutional End-Investors include: organizations that are solely investing on their own behalf in alternatives and do not sell any alternative investment products or services to clients including; sovereign wealth funds, pension funds, endowments, foundations, family offices, private clients and treasury.

Subject to Opal Financial Group's approval. Eligibility will be verified.
  Sponsorship, Exhibition & Speaking Opportunities
+1 212-532-9898 x 0
Email: info@opalgroup.net
  General Sponsors:

GWG LifeTortoise Capital Advisors

  Media Partners:
2n20 Alhuda CIBE Banking 1 Barclay Hedge Eurekahedge Focus Economics Fundpeak IFC Review IntegriDATA LatinNews The Soho Loft Markets and Markets Preqin The Soho Loft True Banking Magazine The Soho Loft
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