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Investment Education Symposium

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

February 3-5, 2016
Astor Crowne Plaza, New Orleans, LA
Add The Investment Education Symposium To Your Outlook Calendar
Register Now for the Investment Education Symposium
Investment Education Symposium Current Agenda VIEW CURRENT AGENDA
(Agenda current as of 2-3-16)
  Conference Details:

This Investment Education Symposium 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.

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:
  • Investment Officer Roundtable: The Institutional and Private Wealth Outlook
  • Investment Styles and Strategies: Key Investment Opportunities
  • 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
"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
  Rishon Patrick Kimber, Operations Controller,
North America Offshore, Schlumberger
View Speaker Biographies
  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: Investors versus Managers/Service Providers

Chart II: Types of Investors

  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:
  Early Bird Rate
(expired 12/3/2015)
Standard Rate
Service Providers, Money Managers & All Others (Non LATEC Member) $2,395 $2,995
LATEC Members $1,995 $2,495
*** Family Offices (Single/Multi), Endowment, and Foundation
(subject to qualification)
Pension/Union Trustee, Administrator, Director or Officer / Non-Discretionary Consultant Complimentary
Registration price reflects $100 online discount
Register Now for the Investment Education 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
212-532-9898 x 0
Email: info@opalgroup.net

Visit Latec's Site:

  General Sponsors:

AB GlobalBernstein Litowitz Berger & Grossmann LLPCapital Dynamics

Chimicles & Tikellis LLPConsilium Investment ManagementEagle Capital Management
First NBC Bank
Intercontinental Real EstateMFS Investment Management

OFI Global/Oppenheimer FundsRidgeWorth InvestmentsTerraCap



  Exhibitor Sponsors:

Brandes Investment Partners

  Media Partners:

Alpha Journalhedge fund search Business Portals Business Portals CFI.coCVCAEMIAEurekahedge Executive GlobalFamily Office Elite MagazineFintrx TheGRCBlueBook Hedge Fund Alert integriDATALDJ CapitalMarkets and Markets

Private Banking The Soho Loft Media GroupVictoria GlobalVC Experts

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