Opal's Finance Events
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Investment Consultants Forum

Investment Consultants Forum

March 10, 2015
New York Marriott Marquis, New York, NY
Add The Investment Consultants Forum To Your Outlook Calendar
Register Now for the Investment Consultants Forum
(Agenda as of 3-9-15)
  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 Investment Consultant conference will exclusively feature dialogue driven panel discussions led by consultants, family offices, pensions, foundations and endowments. Power Point presentations are prohibited.

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.
  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:
  Standard Rate
Asset Managers & Service Providers $2,495
***Institutional End-Investors
(subject to qualification)
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 Sponsors:
The Resort At Paws Up
  Executive Sponsors:
MSR Indices
  General Sponsors:

Backstop Solutions Group Investigative Management Group KG Funds Management, LLC Lord Abbett Prudential

  Exhibitor Sponsor:
Lingerfelt CommonWealth Partners
  Supporting Partner:
  Media Partners:
2n20 AllAboutRisk Alpha Journal Around Wall Street Hedge Fund Search BloombergBRIEF Canadian Venture Capital & Private Equity Association Capital Hedge CFI.co Smart Beta Investing, Europe 2015 Daily DAC Events in America Focus Economics Global Banking Finance ReviewHedgeCo Hedge Connection Hedge Fund Alert HFObserver International Alternative Investment Review IFC Review IntegriDATA Investing Markets and Markets MBE Magazine MicroCapital Milltrust Preqin PrivateBanking Realty 411 Treasury Management International Value Walk
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