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Opal Financial's Emerging Managers Summit and Awards Luncheon

Emerging Managers Summit

June 8-10, 2014
Swissotel Chicago, Chicago, IL
Add To Your Outlook Calendar
Register Now for the Emerging Managers Summit
(Current as of 4-16-14)
  Conference Details:
Opal's Emerging Managers Conference is a great way for investors to find, meet, network with and learn from new managers as well as minority owned managers. Research suggests that Emerging Managers are out performing some of their larger counter parts making them a great contender for allocation from pension plans who are in need for returns, as well as for family offices, endowments and other institutional investors who are looking to be aggressive with their allocations.

The emerging managers conference will provide the unique opportunity to access a diversified group of up-and-coming performance-oriented managers and manager of managers. The conference will explore the benefits and opportunities offered by investing in emerging managers as well as new strategies for implementing an emerging managers program.

Emerging managers will not only have a great opportunity to network with institutional investors, they will also be able to learn how to overcome the challenge of getting overlooked by investors and consultants. They will also be able to meet companies that can help them in building the infrastructure and placing the correct team in place to allow providing investors the service they require. This event will showcase a variety of emerging mangers as well as minority-owned manager funds and other high potential smaller investment firms, and it will offer participants invaluable networking opportunities.
  Keynote Speaker:
Nancy Davis

Nancy Davis, Managing Partner & CIO, Quadratic Capital Management LLC

Keynote Title subject:
Risked-based Portfolio Construction and the Protection of Capital

View Speaker Biographies
  Topics Will Include:
  • New Emerging Investment Styles and
  • Strategies
  • Redefining Emerging Managers
  • How a Fund administrator can help your fund raising
  • Compliancy and Regulatory
  • Risk management
  • Developing an Emerging Manager Program
  • Benefits and Opportunities offered by investing in emerging managers
  • Why Small is still Beautiful

  • Asset Allocation best Practices
  • Manager Selection
  • Hedge Funds
  • Private Equity/Venture Capital
  • Real Estate
  • Real Assets - precious metals, timber, infrastructure, agriculture, managed futures, etc.
  • Fixed income and Credit
  • Equity Investing
  • International Markets
  • Choosing the right advisor/consultant
and many more!
  Who Should Attend:
  • Pensions
  • Taft Hartley
  • Family Offices
  • Endowments
  • Foundations
  • Consultants
  • Attorneys
  • Financial Planners
  • Accountants
  • Women Owned Firms
  • Minority Owned Firms
  • Emerging Hedge Funds
  • Emerging Fund of Funds
  • Emerging Real Estate Managers
  • Emerging Equity Managers
  • Emerging Venture Capitalists
  • Emerging Private Equity
  • Insurance Companies
  • Broker Dealers
  • Industry Service Providers
  Past Industry Representation:
Chart I: Institutional Investors/Consultants vs. Money Managers and Service Providers

Chart II: Institutional Investors/Consultants
  Testimonials from Past Events:
"Opal's event is a must-do for any emerging manager. Many of the attendees are serious about finding new talent, portfolio risk management strategies and venturing into alternative asset classes."
- -Jeannette Showalter, CFA, Alternative Asset Consultant, Worldwide Futures Systems
"This event is the best at connecting emerging managers with trustees and consultants!"
- -John Shostack, Trustee, Chicago Park Employees' Annuity and Benefit Fund
"Great time slots and intuitive participants."
- -Ed Theobald, Trustee, New Hampshire Fireman's Fund
More Testimonials
  Hotel Info:
Swissotel Chicago
323 East Wacker Drive
Chicago, IL 60601
Tel: (312) 565-0565
Fax: (312) 565-0540
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 3/28/14)
Standard Rate
Asset Managers & Service Providers $2,295 $2,495
***Institutional End-Investors
(subject to qualification)
Registration price reflects $100 online discount
Register Now for the Emerging Managers Summi
*** 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:
Halcyon New Salem Investments Wellesley Investment Advisors
  General Sponsors:
Backstop Solutions Group LLC Cupps Capital ManagementFairway America Five States Energy Capital GRK Partners Interactive Brokers Patch of Land Sadis Goldberg Sandglass Capital Management Quadratic Capital
  Exhibitor Sponsor:
YH & C Investments
  Media Partners:
2n20 AlHuda CIBE Assetman Group Executive Briefing ATMonitor hedge fund search Absolut ResearchCapital Hedge Convention of Independent Financial AdvisorsClear Path Analysis Covestor CVCA EurekahedgeEvents In AmericaExpatriate FoundationForgotten Economy Hedgeco.net Hedge Connection Hedge Fund AlertHFObserverIAI ReviewIntegriDataLatin News LeebugMinority Business Entrepreneur Managed Futures Markets and Markets Preqin  PrivateBanking.com SATO True BankingVC Taskforce
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