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Opal Financial's Public Funds Summit East, "Navigate the Future"

Public Funds Summit East

July 18-20, 2016
Newport Marriott, Newport, RI
Add The Public Funds Summit East To Your Outlook Calendar
Register Now for the Public Funds East
Public Funds Summit East - Past Agenda VIEW PAST AGENDA
  Conference Details:

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. 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. 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. We will discuss how surplus returns should affect employee benefit plans; closely examine the processes for selection and evaluation of investment managers.

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.

Opal will kick off the event with its Annual Regatta Cup, in which attendees will have the opportunity to work with a professional sailing charter crew while competing against industry peers.

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
  • 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
and many more!
  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 from Last Year's Event:
"Great location, great speakers, current topics made for a terrific conference."
- - Paul Shanley, Trustee, Mass PRIM Board
"This was a lively, fun and very educational conference."
- - Kelen Evans, Chairman, Atlanta Firefighters Pension Fund
"Topics addressed this year were especially relevant and well presented"
- - Suzanne Taylor, Chairperson, Old Saybrook Retirement Board
"Bright speakers, excellent topics, great networking!"
- - James Strouse, Chairman, Burlington (VT) Employees' Retirement System
"Opal conferences are always topical and informative which is a great way to stay current with industry trends while also fulfilling one's trustee responsibilities- a critical must do in today's environment."
- - Bruce Miller, Finance Director - City of Annapolis Maryland
"OPAL Staff and organization at the conference site was impeccable! Conference content was extremely valuable and timely for today's current environment."
- - John Fisher, Trustee - City of Southfield Fire & Police Retirement System
More Testimonials
  Past Industry Representation:

Chart I: Investors versus Managers/Service Providers


Chart II: Type of Investors

  Hotel Info:
Newport Marriott
25 America's Cup Avenue
Newport, RI 02840
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.
  • 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:
  Earlybird I Rate
(expires 4/3/16)
Earlybird II Rate
(expires 6/5/16)
Standard Rate
Asset Managers & Service Providers $2,695 $2,895 $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 East
*** 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
+1 212-532-9898 x 0
Email: info@opalgroup.net
  General Sponsors:

Capital DynamicsEthika InvestmentsTortoise Capital Advisors

  Supporting Partner:
  Supporting Organization:
  Media Partners:

Alpha Journalhedge fund search Business Portals Business Portals CFI.coCVCA

Executive GlobalFamily Office Elite Magazine TheGRCBlueBook integriDATALDJ CapitalPrivate Banking The Soho Loft Media Group Victoria Global

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