Opal's Finance Events
Untitled Document
Public Funds Summit

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
(Agenda current as of 12-30-14)
  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.

This year we will kick off the event with a 2 hour open debate on pension reform. Join us for the conversation on the current state of pension reform along with any possible solutions that make systems solvent, and ensure the best retirement services for public sector workers.

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:
  • 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
  • Pension Reform
  • 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
"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: Investors versus Managers/Service Providers

Chart II: Types of Investors
  Hotel Info:
Fairmont Scottsdale Princess
7575 East Princess Drive
Scottsdale, AZ 85255
Please see below for a listing of nearby hotel accomodations for the night of January 15th

Diamond Resorts International (0.5 miles away)
7887 E Princess Blvd
Scottsdale, AZ 85255
(702) 684-8000

Sheraton Desert Oasis Villas (1 mile away)
17700 N Hayden Rd
Scottsdale, AZ 85255
(480) 515-5888
SpringHill Suites Scottsdale North (1 mile away)
17020 N Scottsdale Rd
Scottsdale, AZ 85255
(480) 922-8700
Residence Inn Scottsdale North (1.2 miles away)
17011 N Scottsdale Rd
Scottsdale, AZ 85255
(480) 563-4120
Hampton Inn & Suites Phoeniz/Scottsdale
(1.3 miles away)
16620 N Scottsdale Rd
Scottsdale, AZ 85254
(480) 348-9280
Scottsdale Marriott at McDowell Mountains
(1.6 miles away)
16770 N Perimeter Dr
Scottsdale, AZ 85260
(480) 502-3836
The Westin Kierland Villas, Scottsdale
(3.3 miles away)
15620 N Clubgate Dr
Scottsdale, AZ 85254
(480) 624-1700

The Casita Signature is available at $359+tax/fees a night. Rates are subject to change. If you would like to book, please contact Connie Lun at clun@opalgroup.net or 212-532-9898 ext. 270.


The hotel is fully committed on Friday, January 15th. If you would like to be added on the wait list, please contact Connie Lun at clun@opalgroup.net or 212-532-9898 ext. 270.

  Conference Registration Prices:
  Standard Rate
Asset Managers & Service Providers $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
212-532-9898 x 0
Email: info@opalgroup.net
  Executive Sponsors:

GW&KNuveen InvestmentsPacific Alternative Asset Management Comp (PAAMCO)Pyramis Global Advisors Saxena White Van Eck Global Vertas

  Activity Sponsor:
Wellesley Investment Advisors
  General Sponsors:

Aberdeen Asset Management Inc.American Realty AdvisorsAshland Partners & Company LLP Baron Capital, Inc. Bernstein Litowitz Berger & Grossmann LLP BlackRock Brandes Investment Partners Capital DynamicsCapital GroupCBOECornerstone Real Estate Advisors LLC Duff & Phelps Investment Management Co. DuPont Capital Federated InvestorsFIS GroupGSV CapitalHerndon Capital Management Intercontinental Real Estate Corp. J.P. Morgan Kaplan Fox Kennedy Capital Management Kutak Rock LLPLazard Asset ManagementLibremax CapitalLord Abbett Napier Park Global Capital National Real Estate Advisors Phase Capital LPPomerantz LLPS&P Dow Jones IndicesTennenbaum Capital PartnersTerra Cap Tortoise Capital AdvisorsUBS Global Asset ManagementWindham CapitalWindhaven Investment Management

  Exhibitor Sponsor:

BatteaBernstein LeibhardEvestmentNasdaqThe Options Industry Council QED Financial SystemsRothschild


  Media Partners:

AllAboutRiskAlpha Journal Alternative Emerging Investors Around Wall Street ATMonitor Hedge Fund Search Capital Hedge Canadian Venture Capital & Private Equity Association CFI.co Events in America Fierce CFOGlobal Banking Finance ReviewHedgeCo Hedge Connection HFObserver Institutional real estate Inc IntegriDATA Investing Lat AM Alternatives Low Tax Markets and Markets Milltrust Value Walk VC Experts

  Untitled Document
Opal's education and networking conferences, events and summits
  Upcoming Conferences   |   Past Conferences   |   Register   |   Sponsor Info   |   Policies
  Recommend a Speaker   |   Info Request   |   Sponsor Info Request  |  Become a Media Partner
Copyright 2015 Opal Financial Group Inc. All Rights Reserved. FAQ's   |   About Us   |   Privacy Statement   |   Mailing List   |   Contact Us  |   Employment