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Alternative Investing Summit

Alternative Investing Summit

December 9-11, 2015
Ritz-Carlton Laguna Niguel, Dana Point, CA
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(Agenda current as of 12-8-15)

  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.

About the meeting suite
By using a sophisticated interface, Sponsors and Manager Networking Package Attendees are able to schedule private and purposeful meetings between like-minded Private Wealth Investors.

How it works: After Opal confirms participation, attendees will fill out a unique investment profile which will assist in pairing participants. Approximately one month before the event, Asset Gatherers and Allocators have the opportunity to request specific one-on-one meetings through the Opal Financial Group’s messaging tool. While at the event, Sponsors and Manager Networking Package Attendees will have a private Meeting Suite in which they have the capacity to hold meetings with potential allocators. Each exchange will last 25 minutes.

This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. Power Point presentations are prohibited during the sessions but may be made available on our mobile app. Please send in PDF or PowerPoint format if you would like to have presentation included on App. *Only Standalone Speakers will be allowed to use PowerPoints, but cannot pitch products or advertise anything with their firms.*

  Keynote Speakers:
Adam Braun


Supervisory Special Agent David Chaves, Senior Agent, Federal Bureau of Investigation
Adam Braun


Anthony Scaramucci, Co-Managing Partner & Founder, SkyBridge Capital


David Zervos, Chief Market Strategist, Jefferies LLC
View Speaker Biographies
  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:
The Ritz-Carlton, Laguna Niguel
One Ritz-Carlton Drive
Dana Point, CA 92629
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.
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:
  Earlybird Rate
(expired 10/1/15)
Standard Rate
Asset Managers & Service Providers $2,895 $3,295
***Family Offices (Single/Multi), Endowment, and Foundation Complimentary
Pension/Union Trustee, Administrator, Director or Officer / Non-Discretionary Consultant Complimentary
Registration price reflects $100 online discount
Register Now
*** These 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:

CG Capital MarketsDirect Lending InvestmentsFantex

Money360Options Industry Council

Preferred Apartment CommunitiesSkybridge Capital


  General Sponsors:

Berkeley Research GroupBlackRockCadre

Corry Capital AdvisorsDrever Capital ManagementEastern Point Capital Management

Efficient Capital ManagementGenesis Global TradingGrayscaleGWG Life


Hardy Development CompanyHotel InnvestorJefferiesPacific Charter


RealtySharesShinnecock PartnersShopoff Realty Investments

TAHO Capital MangementTerraCapTortoise Capital Advisors

Wedbush SecuritiesXapo

  Meeting Sponsors:

Ardmore Global Investors, LPFocus Opportunity FundHealthcarePays
Lending HomeUnited Financial of Illinois, Inc.

  Exhibitor Sponsors:

AltavestClear Structure Financial TechnologyCortland Capital Market Services

Haugen Equity Signals

  Media Partners:

2n20 Alhuda CIBE Alpha Journal Around Wall Street AssetMan AssetMan AssetMan Hedge Fund Search BloombergBRIEF Business Portals Business Potals Clear Path Analysis CVCA Eurekahedge Events in America Executive GlobalFamily Office Elite Magazine Fintrx Focus Economics Fundpeak International Alternative Investment Review (IAIR) IFC Review Global Banking & Finance Review (GBAF) Global Risk CommunityGRCBlueBookHedge Connection Hedge Fund Alert Islamic Economics IntegriDATA LatinNews The Soho Loft HedgeCo Leebug Markets and MarketsMicroCapital PitchBook Preqin The Soho Loft Technology Networks Treasury Management International True Banking Magazine VC ExpertsVictoria Global

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