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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
 
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VIEW PAST CONFERENCE DETAILS
VIEW PAST AGENDA
  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 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**
(Expires 8/1/14)
Fall Rate
(Expires10/10/14)
Standard Rate
Asset Managers & Service Providers $2,495 $2,895 $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
Call:
+1 212-532-9898 x 0
Email: info@opalgroup.net
 
  Executive Sponsor:
 
Shopoff Securities
 
  General Sponsors:
 
Burleson Guggenheim Jefferies Sadis Goldberg SW Asset Management
 
  Exhibitor Sponsor:
 
Catalyst Energy Inc.
 
  Media Partners:
 
2n20 AlHuda CIBE Africa Business Allaboutrisk Alternative Emerging Investors Assetman Group Executive Briefing ATMonitor hedge fund searchAbsolut ResearchBusiness Roundtable Institute for Corporate EthicsCarbon Credit Capital Covestor CVCA Daily Dac Focus Economics 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 ACM Insight SATOSATO Hillcrest Swiss Investor Directory Realty 411 True BankingUAE Business Milltrust Forgotten Economy Real Assets Advisor
 
 
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