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Investment Consultants Forum

Investment Consultants Forum

March 8, 2016
New York Marriott Marquis, New York, NY
Add the Investment Consultants Forum To Your Outlook Calendar
Register Now for the Investment Consultants Forum
(Agenda current as of 2-9-16)
  Conference Details:

Opal Financial Group's Investment Consultants Forum provides a unique environment for developing dialogue between plan sponsors, managers and consultants. The role of the institutional consultant is more important than ever in making investment decisions, often being asked to take on more than just the evaluation of investment managers. This event will feature panel-driven discussions focused on specific investment techniques of fixed income and hedge fund managers, the evolving role of institutional consultants, the manager evaluation process, transition management, investing in global markets, and more.

This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. Power Point presentations are prohibited during the sessions but may be made available on our mobile app. Please send in PDF or PowerPoint format if you would like to have presentation included on App. *Only Standalone Speakers will be allowed to use PowerPoints, but cannot pitch products or advertise anything with their firms.*

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:
  • The Evolving Role of Investment Consultants
  • What lies ahead in 2015: Market Outlook
  • Hedge Fund Opportunities:
  • New Investment Styles and Strategies for Maximizing Returns
  • Asset Allocation and Diversification in a volatile market
  • Manager Selection Process: The Role a Consultant and a Fiduciary plays
  • The Role of Alternative Investments
  • Marketing to Plan Sponsors 101 – from RFPs to Finals Presentations
  • Consultant Q & A
  • and many more
  Who Should Attend:
  • Hedge Funds
  • Fund of Funds
  • Real Estate Managers
  • Equity Managers
  • Venture Capitalists
  • Private Equity
  • Investment Banks
  • Insurance Companies
  • Luxury Companies – Private Jets, Automotive, Executive Car Service, etc.
  Keynote Speakers:

Keynote Presention:
Avoiding Extinction

Graciela Chichilnisky
CEO, Global Thermostat



Keynote Speaker:

Peter P. Costa
President, Empire Executions; Governor, NYSE;
Market Analyst, CNBC



Keynote Presentation:
Global Market Outlook

Charles I. Clough Jr., CFA
Chairman & CEO, Clough Capital Partners, LP



Keynote Presenter:

Marc Lasry
Chairman, CEO & Co-Founder, Avenue Capital Group


View Speaker Biographies
  Testimonials From Past Event:
"The Opal Investment Consultant Forum was excellent this year. It would be impossible to accomplish more for your firms consultant relations efforts in a single day."
- - Alan Kirby, CAIA, Principal, M.A. Weatherbie & Co. Inc.
"Very productive day...topics were very timely within context of strong upward move in the market in 2012.."
- - Mike Flinn, Jr., Director of Global Business Development, Tradex Global Advisors
"An excellent conference with strong educational content"
- - Anthony Reale, VP & Consultant, JPMorgan Investment Analytics & Consulting
  Past Industry Representation:

Chart I: Investors versus Managers/Service Providers

Chart II: Type of Investors

  Hotel Info:
New York Marriott Marquis
1535 Broadway
New York, NY, 10036
(212) 398-1900
  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.
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.
  Conference Registration Prices:
  Eary Bird Rate
(expired 1/31/16)
Standard Rate
Asset Managers & Service Providers $2,195 $2,495
*** Family Offices (Single/Multi), Endowment, and Foundation (subject to qualification) Complimentary
Pension/Union Trustee, Administrator, Director or Officer / Non-Discretionary Consultant Complimentary
Registration price reflects $100 online discount.
Register Now for the Investment Consultants Forum
*** 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
212-532-9898 x 0
Email: info@opalgroup.net
  Luxury Sponsor:
American Airlines
  Executive Sponsor:
  Exhibitor Sponsor:
Jarislowsky Fraser
  Media Partners:

Alpha Journalhedge fund search BloombergBrief Business Portals Business Portals CFI.coCVCA

EMIAExecutive Global
Family Office Elite Magazine TheGRCBlueBook

Hedge Fund Alert integriDATAInvestor's Business Daily LDJ CapitalMarkets and MarketsPreqin

Private Banking

The Soho Loft Media GroupVictoria GlobalVC Experts

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