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Emerging Managers Summit

June 8-9, 2015
Swissotel Chicago, Chicago, IL
Add The Emerging Managers Summit To Your Outlook Calendar
Register Now for the Emerging Managers Summit
Emerging Managers Summit - Current Agenda VIEW CURRENT AGENDA
(Agenda current as of 5-26-15)
  Conference Details:

Opal's Emerging Managers Summit 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.

The GAFM Global Academy of Finance & Management™ is the world's fastest growing professional society with approximately 50,000 members in over 150 countries hosting and accrediting certification training worldwide and offering exclusive board certified designations to candidates who meet the highest professional standards and assessment criteria.

The GAFM will grant full annual CE (7.5 Credits for 1 day, 15 Credits for 2 days) for those who attend this conference.

  • CWM™ Chartered Wealth Manager®
  • MFP™ Master Financial Planner®
  • AFA™ Accredited Financial Analyst®
  • CTEP™ Chartered Trust and Estate Planner®
  • CITA™ Certified International Tax Analyst™

* All certification courses available directly online from an accredited law school program

Global Academy of Finance & Management

Click here for more info

  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: Investors versus Managers/Service Providers

Chart II: Type of Investors
  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
312.565.0540 fax

Please see below for other accommodations

Fairmont Chicago, Millennium Park
200 North Columbus Drive
Chicago, Illinois, United States 60601

Radisson Blu Aqua Hotel, Chicago
221 North Columbus Drive
Chicago, Illinois, United States 60601

+1 312.565.5258

Hyatt Regency Chicago
151 East Wacker Drive
Chicago, Illinois, United States 60601
+1 312.565.1234


This hotel room block is SOLD OUT.


  Conference Registration Prices:
  Standard Rate
Asset Managers & Service Providers $2,695
*** Family Offices (Single/Multi), Endowment, Foundation, Non-Discretionary Consultant, Pension/Union Trustee/Staff
(subject to qualification)
Fund of Funds, Fund of Hedge Funds, and Manager of Managers Complimentary
Registration price reflects $100 online discount
Register Now for the European Family Office Winter Symposium
*** 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:
Option Strategist Single Oak Ventures Valspresso Investment Management

  General Sponsors:

Alidade Capital Altum Capital Management Anka Capital ManagementAtlas Fund Services Beacon Capital Management Christina Development Corporation Denali Advisors LLCElite InvestmentsEOS Partners, L.P. Evestment FoxRiver Partners Gladius Hudson Ridge Invest Orbit Kennecbec Global KPMG Kruse Asset Management Lateral Investment Management Mariner InvestmentRMWC Sadis Goldberg, LLP Sustainable Insight Tamro Capital Partners TerraCotta Three Mountain Capital Trion Properties USDR Investment Management Wellesley Investment Advisors

  Exhibitor Sponsors:
Maples Fund Services Opus Fund Services Split 10 Capital
  Charitable Partner:
Badge of Honor Memorial Foundation
  Media Partners:
2n20 Alhuda CIBE AllAboutRisk Alpha Journal AssetMan AssetMan AssetMan ATMonitor Barclay Hedge BloombergBRIEF Business Potals Business Potals Business Potals Business Potals Business Potals Business Potals Canadian Venture Capital & Private Equity Association Capital Hedge CFI.co Investing in Emerging Market Equities, Europe 2015 Daily DAC Events in America Focus Economics FundPeak Global Banking Finance Review HedgeCo Hedge Connection Hedge Fund Alert HFObserver International Alternative Investment Review The Institutional Real Estate Letter IntegriDATA Investor's Business Daily LatinNews The Soho Loft Markets and Markets MBE Magazine Milltrust Palm Beach Hedge Fund Association PitchBook Preqin Swiss Investor Directory The Soho Loft True Banking Magazine Value Walk The Soho Loft
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