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Investment Education Symposium

Investment Education Symposium
In Conjunction with the Louisiana Trustee Education Council (LATEC)

February 11-13, 2015
Astor Crowne Plaza, New Orleans, LA
 
Register Now for the Investment Education Symposium
 
VIEW CURRENT AGENDA
(Agenda current as of 10-22-14)
  Conference Details:
 

This investment education conference aims to provide broad education and information on investing, fiduciary responsibility and selection of money managers to the key decision makers and other representatives of the nation's largest pension funds, endowments, foundations and other institutional investors. Participants of this conference will have the chance to exchange ideas and learn from other delegates and presenters who manage some of the largest capital flows within both the traditional and the alternative investment communities. Institutional investors will come from across the country not just to network but also to learn from the nation's leading institutional investors, asset managers, hedge fund managers, consultants and more.

 
  Topics Will Include:
  • Investment Officer Roundtable: The Institutional and Private Wealth Outlook for 2014 and Beyond
  • Investment Styles and Strategies: Key Investment Opportunities in 2014
  • Portfolio Construction
  • Risk Measurement to Risk Management: Things to Consider in Your Asset Allocation Practices
  • The State of the U.S. Retirement System: Challenges That Pensions are facing; Past, Present and Future
  • Evaluation of the Fixed Income and Credit Markets
  • The Future of Hedge Funds /Fund of Funds
  • Trends for Investing in Real Estate and Real Assets
  • International & Emerging Markets Overview
  • Investing in Private Equity
  • Outsourced CIO
  • Consultant and Actuary Roundtable Q &A:
  • Ongoing Education for Plan Fiduciaries and Participants
  • Investor Q&A - A Trustee's Perspective on Alternatives
  Testimonials:
 
"How you made this conference work the week before Mardi Gras is amazing. You kept our minds focused on the seminar and not all the craziness that Mardi Gras conjures up on New Orleans. But then left us to enjoy the craziness Congrats on a great conference."
- -Lorraine Dees, Director, Registrars of Voters Employees' Retirement System
 
"Having served as a trustee for 16 years I have attended more conferences than I can remember. Opal conferences have always been exceptional for their content, location, and the Opal staff! This one was no exception!"
- -Gary Stiles, Chairman, Fulton (GA) County Employees Retirement System
 
More Testimonials
 
  Who Should Attend:
 
  • Pension Rep – Trustee, Administrators, Commissioners, Staff
  • Taft Hartley Reps – Trustee, Administrators, Commissioners, Staff
  • Consultants
  • Endowments
  • Foundations
  • Family offices
  • Attorneys
  • Accountants
  • Hedge Funds
  • Fund of Funds
  • Real Estate Managers
  • Equity Managers
  • Venture Capitalists
  • Private Equity
  • Insurance Companies
  • Benefit Companies
  • Public Service Administrative Providers
 
  Past Industry Representation:
 
Chart I: Institutional Investors/Consultants vs. Money Managers and Service Providers

Chart II: Institutional Investors/Consultants
 
  Hotel Info:
 

Astor Crowne Plaza
739 Canal Street
New Orleans, LA 70130
Phone: (504) 962-0500

 
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.
 
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.
 
  Conference Registration Prices:
 
  Fall Rate
Standard Rate
Service Providers & All Others $2,495 $2,895
*** Plan Sponsor/Family Office Complimentary
Pension/Union Trustee, Administrator, Director or Officer / Non-Discretionary Consultants Complimentary
 
Registration price reflects $100 online discount
 
Register Now for the Investment Education Symposium
 
*** 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:
212-532-9898 x 0
Email: info@opalgroup.net


Visit Latec's Site:

 
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  Executive Sponsor:
 
Vertas
 
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  General Sponsor:
 
Terra Cap Wolf Haldenstein Adler Freeman & Herz LLP
  Exhibitor Sponsor:
 
The Options Industry Council
 
  Media Partners:
 
Around Wall Street CFI.co Hedge Connection Hedge Fund Alert International Alternative Investment Review Markets and Markets
 
  Supporting Organization:
 
Treasury Management International
 
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