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Opal Financial's Emerging Managers Summit and Awards Luncheon

Emerging Managers Summit

June 2015
Chicago, IL
 
VIEW PAST CONFERENCE DETAILS
VIEW PAST AGENDA
  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.
 
  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:
 
TBA
 
 
 
 
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  Media Partners:
 
Milltrust
 
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