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Alternative Investing Summit

Alternative Investing Summit

December 7-9, 2014
Ritz-Carlton Laguna Niguel , Dana Point, CA
Add The Alternative Investing Summit To Your Outlook Calendar
Register Now
(Agenda current as of 12-1-14)
  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
  Keynote Speaker:
Nancy Davis Bruce Richards, Co-Managing Partner & CEO, Marathon Asset Management
View Speaker Biographies
  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:
The Ritz Carlton,
Laguna Niguel

One Ritz-Carlton Drive
Dana Point, CA 92629
Phone: (949) 240-2000
We are pleased to announce that the Opal overflow 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


For the night of Saturday, December 6 please contact Connie Lun clun@opalgroup.net.


Laguna Cliffs Marriott
25135 Park Lantern
Dana Point, CA 92629

Online Hotel Reservation
  • 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
  Conference Registration Prices:
Standard Rate
Asset Managers & Service Providers $3,195
*** 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
  Executive Sponsors:

Eagle Point Credit ManagementMoney360Sierra Investment Management Single Oak Ventures TFS Corporation V Med Wellness

  General Sponsors:

BCM Energy Dark FramesDoublelineDuff & Phelps EJF Alternative Asset Managment Esulep Guggenheim GWG Life Insight Advisors Jaymor Group Jefferies Kiley Partners, Inc. Leading Edge Finance Corporation Millenium Asset Management Passco Companies Pathfinder Partners LLC Payoff PIMCORealCrowd Realty Mogul Encore Capital Management RMWC Sadis Goldberg SW Asset Management Tennenbaum Capital Partners Terra CapTieback Realty FinanceTortoise Capital AdvisorsWilliam Jordan Capital

  Exhibitor Sponsors:

ALT Money InvestmentsAltavest Private Client Services Atlas Fund Services Eze Castle Integration, Inc.Ledgex Precision Advisors

  Media Partners:
2n20 AlHuda CIBE Africa Business Allaboutrisk Alternative Emerging Investors Assetman Group Executive Briefing ATMonitor hedge fund search Absolut Research CVCA Business Roundtable Institute for Corporate Ethics Carbon Credit Capital Covestor Daily Dac Focus Economics Forgotten Economy Fundpeak Global Banking Finance Review Hedge Connection Hedgeco.netHedge Fund Alert HFObserver IAI ReviewIFC Review Institutional real estate Inc IntegriData Lat AM Alternatives Latin News Low Tax Markets and Markets Micro Capital Milltrust ACM Insight SATOSATO Hillcrest Swiss Investor Directory Real Assets Advisor Realty 411 Timetric True BankingUAE Business Value Walk VC Experts
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