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Public Funds Summit East

Public Funds Summit

January 12-14, 2015
Fairmont Scottsdale Princess, Scottsdale, AZ
Add Public Funds Summit To Your Outlook Calendar
 
Register Now for the Public Funds Summit
 
VIEW PAST CONFERENCE DETAILS
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  Conference Details:
 

This year's event will draw focus to the topic of reform in the pension state and how funding policy and goals will change to address those concerns. Concerns of funding liabilities for beneficiaries in a world of declining returns yet maintaining a balance between the risk/reward paradigms is center in the mind of many trustees and representatives of pension plans around the country. Furthermore, the role of investment and its returns are essential to the concern of meeting obligations to pension members - how investment managers, across various strategies, can aid public pension plans in ensuring a safe future for its members will be key in the conversations at the event.   The exchange of ideas both in and out of the session halls is key in educating and identifying viable alternatives that will address these concerns. Beyond the investment sphere we also address legal issues facing pension plans, ethic regulations and the importance of on-going education for plan sponsors and their fiduciaries.

Although attendance is not limited to those in the public sector, the conference takes aim at topics that are of particular relevance to public pension funds. By focusing on an atmosphere of education rather than sales or marketing, the Public Funds Summit provides a unique environment in which members of the public sector can exchange ideas and learn from other delegates, money managers and consultants.

 
  Topics Will Include:
  • Pension Outlook: The State of the U.S. Retirement System
  • New Styles and Strategies for Investing
  • Asset Allocation best Practices
  • The DB/DC debate
  • Ongoing Education for Plan Fiduciaries and Participants
  • Challenges facing Public Pension Plans
  • Risk Management
  • Manager Selection
  • Equity Investing
  • Securities Lending
  • Hedge Funds
  • Private Equity/Venture Capital
  • Real Estate
  • Real Assets – precious metals, timber, infrastructure, agriculture, managed futures, etc.
  • Emerging and Frontier Markets
  • Choosing the right advisor/consultant
  Who Should Attend:
  • Pension Rep - Trustee, Administrators, Commissioners, Staff
  • Taft Hartley Reps - Trustee, Administrators, Commissioners, Staff
  • Consultants
  • Attorneys
  • Accountants
  • Hedge Funds
  • Fund of Funds
  • Real Estate Managers
  • Equity Managers
  • Venture Capitalists
  • Private Equity
  • Insurance Companies
  • Benefit Companies
  • Public Service Administrative Providers
  Testimonials:
 
"Opal is an outstanding company and puts on some of the best conferences I have ever attended. Their attention to detail is second to none. I look forward to their next offering."
- -Patrick Lynch, Trustee, Tampa Fire and Police Pension Fund
 
More Testimonials
 
  Past Industry Representation:
 
Chart I: Institutional Investors/Consultants vs. Money Managers and Service Providers

Chart II: Institutional Investors/Consultants
 
  Hotel Info:
 
Fairmont Scottsdale Princess
7575 East Princess Drive
Scottsdale, AZ 85255
 
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:
 
  Summer Incentive Rate** Fall Rate Standard Rate
Asset Managers & Service Providers $2,195 $2,695 $3,195
Pension/Union Trustee, Administrator, Director or Officer / Non-Discretionary Consultants Complimentary
 
Registration price reflects $100 online discount
 
Register Now for the Public Funds Summit
 
*** 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
 
  Executive Sponsor:
 
Vertas
 
  General Sponsors:
 

Lord AbbettLord AbbettTerra Cap

 
  Exhibitor Sponsor:
 
The Options Industry Council
 
  Media Partners:
 
Alternative Emerging Investors Around Wall Street ATMonitorInstitutional real estate IncLat AM AlternativesLow Tax Milltrust
 
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