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Opal Financial’s Emerging Managers Summit and Awards Luncheon

Emerging Managers Summit

May 2014
Chicago, IL
 
Register Now for the Emerging Managers Summit
 
VIEW PAST AGENDA
(Current as of 5-13-13)
  Conference Details:
 
If you are looking to expand and diversify your asset allocation by investing in emerging managers as well as women and minority owned investment managers, 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. If you are an emerging manager, you will learn the procedures used by institutions to launch and maintain successful emerging manager programs. 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.
 
  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:
 
TBD
 
 
 
  Conference Registration Prices:
 
  Earlybird Rate

Standard Rate
Asset Managers & Service Providers $1,895 $2,195
***Institutional End-Investors
(subject to qualification)
Complimentary
 
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
Call:
+1 212-532-9898 x 0
Email: info@opalgroup.net
 
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