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

Public Funds Summit East
"NAVIGATE THE FUTURE"

July 21-23, 2014
Newport Marriott, Newport, RI
 
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Register Now for the Public Funds East
 
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  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 America's Cup Regatta, in which attendees will have the opportunity to work with a professional sailing charter crew while competing against industry peers.
 
  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: Institutional Investors/Consultants vs. Money Managers and Service Providers

Chart II: Institutional Investors/Consultants
 
  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.
 
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:
 
  Earlybird I Rate
(Expires 4/4/14)
Earlybird II Rate
(Expires 6/6/14)

Standard Rate
Asset Managers & Service Providers $2,495 $2,695 $2,895
***Pension/Union Trustee, Administrator, Director or Officer/Non-Discretionary Consultants
(subject to qualification)
Complimentary
 
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
Call:
+1 212-532-9898 x 0
Email: info@opalgroup.net
 
  General Sponsors:
 
Kaplan Fox Labaton Sucharow Standard & Poor's Money Market Directories
 
  Media Partners:
 
AlHuda CIBE Assetman Group Executive Briefing Events In AmericaFierce Finance Hedge Fund AlertInfinata High NetWorth InsightInstitutional real estate Inc IntegriDataInfinata High Retirement PlanVision SATOTrue BankingVC Taskforce
 
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