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Alternative Investing Summit |
| December 8-10, 2013 |
| Ritz-Carlton, Laguna Niguel, Dana Point, CA |
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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. Participants and delegates of this alternative investment conference 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.
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. |
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- 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
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- 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!
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- 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
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Past Industry Representation: |
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Chart I: Investors versus Money Managers and Service Providers
Chart II: Institutional Investors
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Testimonials from Last Year's Event: |
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| "Great speakers, great topics, great networking - unbelievably great venue." |
| - -James Strouse, Chairman, Burlington (VT) Employees' Retirement System |
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| "Superbly organized conference in a fabulous location." |
| - -Mustafa Saiyid, Director, The International Monetary fund (IMF) |
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| "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 |
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| "You always pick great venues to go along with the excellent programs." |
| - -Rene Nunez, Chairman/Trustee, Hispanic & Business Alliance |
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Ritz Carlton, Laguna Niguel
1 Ritz Carlton Dr.
Dana Point, CA 92629
Phone: 949-240-2000 |
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| We are pleased to announce that the Opal room block is open and we are accepting reservations. Please click on the ONLINE HOTEL RESERVATION link to book your room. The hotel will not accept individual call-ins. |
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- Rooms are available only to those participants who are registered conference attendees.
- Rooms will not be guaranteed without 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.
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Conference Registration Prices: |
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Summer Incentive Rate**
(expires 8/15/13) |
Fall Rate
(expires 11/15/13) |
Standard Rate |
| Asset Managers & Service Providers |
$2,195 |
$2,495 |
$2,895 |
| *** Plan Sponsor/Family Office |
Complimentary |
| Pension/Union Trustee, Administrator, Director or Officer / Non-Discretionary Consultants |
Complimentary |
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| Registration price reflects $100 online discount |
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**Summer Incentive Rate applies from May 10 - August 15, 2013. After, Fall Rates will apply from August 16- December 15, 2013. After, Standard Rates apply.
*** 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. |
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Sponsorship, Exhibition & Speaking Opportunities
Call: +1 212-532-9898 x 0
Email: info@opalgroup.net |
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