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Public Funds Summit |
| January 7-9, 2013 |
Scottsdale, AZ
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Opal Financial Group's annual public funds conference addresses issues that are critical to the investment success of senior public pension fund officers and trustees in the new millennium. 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. We will discuss how surplus returns should affect employee benefit plans, closely examine the processes for selection and evaluation of investment managers, investigate legal concerns with fund investment and management policies, as well as explore the benefits and pitfalls of a wide variety of investment strategies. 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. |
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- 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
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- 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
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- Pension Rep - Trustee, Administrators, Commissioners, Staff
- Taft Hartley Reps - Trustee, Administrators, Commissioners, Staff
- Consultants
- Attorneys
- Accountants
- Hedge Funds
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- Fund of Funds
- Real Estate Managers
- Equity Managers
- Venture Capitalists
- Private Equity
- Insurance Companies
- Benefit Companies
- Public Service Administrative Providers
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| "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 |
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Past Industry Representation: |
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Chart I: Institutional Investors/Consultants vs. Money Managers and Service Providers
Chart II: Institutional Investors/Consultants
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Conference Registration Prices: |
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Summer Incentive Rate**
(expires 8/15/13) |
Fall Rate
(expires 11/15/13) |
Standard Rate |
| Asset Managers & Service Providers |
$2,195 |
$2,495 |
$2,895 |
| *** Plan Sponsor/Family Office |
Complimentary |
| Pension/Union Trustee, Administrator, Director or Officer / Non-Discretionary Consultants |
Complimentary |
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| Registration price reflects $100 online discount |
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**Summer Incentive Rate applies from May 10 - August 15, 2013. After, Fall Rates will apply from August 16- December 15, 2013. After, Standard Rates apply.
*** 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. |
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Sponsorship, Exhibition & Speaking Opportunities
Call: 212-532-9898 x 0
Email: info@opalgroup.net |
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Untitled Document
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