Opal's Finance Events
Untitled Document
Public Funds Summit

Public Funds Summit

January 13-15, 2016
Fairmont Scottsdale Princess, Scottsdale, AZ
Add Public Funds Summit To Your Outlook Calendar
Register Now for the Public Funds Summit
(Agenda current as of 1-12-16)
  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. Funding concerns and declining returns have led many pension plans to seek a balance between risk and reward in order to meet pension obligations. 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 public pension plans. 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
  Keynote Speakers:

The Impact of the Global Economy on
Domestic Market Volatility

Presented by:

Peter P. Costa
President, Empire Executions; Governor, NYSE; Market Analyst, CNBC



Lee S. Ainslie III
Managing Partner, Maverick Capital



Edward Prescott

Edward C. Prescott
Professor of Economics, Arizona State University


View Speaker Biographies
  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
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 10/31/2015)
Standard Rate
Service Providers, Money Managers & All Others $2,695 $3,195
*** Pension/Union Trustee, Administrator, Director or Officer/Non-Discretionary Consultant
(subject to qualification)
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:

Battea - Class Action Services, LLCElmTree Funds Fidelity Institutional Asset Management

GW&K Investment ManagementSaxena White Van EckWoodlark Companies

  General Sponsors:

Algert GlobalAmerican Realty Advisors Berman DeValerio

BlackRockCapital DynamicsCapital Group

CBOE Clark Hill Dupont CapitalEthika InvestmentsIntercontinental Real Estate JP Morgan Asset MangementKaplan FoxKennedy Capital Management Lazard Asset ManagementLibremax CapitalLord AbbettNuveen Investments

Realty IncomeS&P IndicesSymphony Asset Management


TerraCapTortoise Capital AdvisorsWolf Haldenstein

  Exhibitor Sponsors:

Bernstein Liebhard LLPBrandes Investment PartnersInstitutional Investor Journals

Jarislowskey FraserMeetylMotley Rice

  Media Partners:

Alpha Journalhedge fund search Business Portals Business Portals CFI.coCVCAEurekahedgeFamily Office Elite Magazine FintrxTheGRCBlueBook integriDATA

Markets and MarketsPreqinPrivate Banking The Soho Loft Media Group Victoria GlobalVC 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