Capital Introduction

Emerging Managers Summit

Opal's Emerging Managers Summit is a great way for investors to find, meet, network with and learn from new managers as well as minority owned managers. Research suggests that Emerging Managers are out performing some of their larger counter parts making them a great contender for allocation from pension plans who are in need for returns, as well as for family offices, endowments and other institutional investors who are looking to be aggressive with their allocations.

The Emerging Managers Conference will provide the unique opportunity to access a diversified group of up-and-coming performance-oriented managers and manager of managers. The conference will explore the benefits and opportunities offered by investing in emerging managers as well as new strategies for implementing an emerging managers program.

Emerging managers will not only have a great opportunity to network with institutional investors, they will also be able to learn how to overcome the challenge of getting overlooked by investors and consultants. They will also be able to meet companies that can help them in building the infrastructure and placing the correct team in place to allow providing investors the service they require. This event will showcase a variety of emerging mangers as well as minority-owned manager funds and other high potential smaller investment firms, and it will offer participants invaluable networking opportunities.
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.

Location

Chicago,
United States

Conducted By
Opal Group
Contact
Marketing
Event Dates
-

Opal Exchange

Opal Financial is happy to announce the launch of their new networking platform, Opal Exchange! By using a sophisticated interface, Opal Exchange provides the platform to schedule private and purposeful meetings between Managers and like-minded Investors. Opal Exchange creates an opportunity to develop connections with those who have similar investment goals.
 
How it works: Opal Exchange is by invitation only. After Opal confirms participation, attendees will fill out a unique investment profile which will assist in pairing participants. Using the surveyed information, Managers and Allocators have the opportunity to request specific one-on-one meetings through the Opal Exchange messaging tool. While at the event, Asset managers will have a private “Exchange Hub” in which they may host up to 24 intimate meetings with potential allocators. Each exchange will last 25 minutes. After business wraps up for the day, the networking continues with a cocktail reception and a presentation from a keynote speaker.

 
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.

Location

Chicago,
United States

Conducted By
Opal Group
Contact
Marketing
Event Dates
-

European Family Office & Institutional Investment Forum

Opal Financial Group's International Team is excited to bring you the European Family Office & Institutional Investment Forum. This two day event will bring together family offices, corporate pensions, public funds, and investment managers from all over the world. The Netherlands is an exciting location with endless financial opportunities and investment philosophies. By providing incentives to the world's wealthiest families and institutions, the Netherlands has stimulated exceptional financial growth and advancement.

As a source of development and innovation in globalization, solar energy, and fixed income, the Netherlands has become a promising financial hub. This conference will generate engaging discussions on the latest investment trends and be the foundation for stimulating conversations and networking opportunities.

Location

Amsterdam
Netherlands

Conducted By
Opal Group
Contact
Marketing
Event Dates
-

Investment Trends Summit

This year's Investment Trends Summit is implementing additional networking components which will encourage education and deal flow. Combining though provoking panels and one-on-one meetings, attendees can expect to discuss various investment opportunities that have promising outlooks for the years ahead. The event will also offer unique networking opportunities and the beautiful sights Santa Barbara has to offer.

We have designed this Investment Trends conference to meet the needs of money managers, pension fund managers, pension fund officers, trustees, and family office executives who prefer smaller, more structured programs. The decision to limit the size of the summit opens the event as a casual and intimate environment perfect for both networking and our innovative one-on-one meetings.

Location

California,
United States

Conducted By
Opal Group
Contact
Marketing
Event Dates
-

Public Funds Summit East

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.

Location

Rhode Island,
United States

Conducted By
Opal Group
Contact
Marketing
Event Dates
-

Family Office & Private Wealth Management Forum

As Opal Financial Group's flagship event, The Family Office & Private Wealth Management Forum has become Opal's largest family office event in the world.  Known for its rich history and magnificent mansions, Newport, RI attracts thousands of delegates each year. The voyage begins with an annual Regatta Cup race, giving delegates an opportunity to find their inner competitor, and race across the harbor. In the course of three days, family offices, private investors, and investment managers navigate their way through the choppy waters of the past recession, while continuing to explore the best ways to map out their portfolios. Discussions will cover a wide variety of investment topics including direct investing, impact investing, non-correlated assets, and many more. Come join us this July--the forecast calls for fun, networking, and favorable prospects for preserving your family's wealth.
 

UNIQUE CONFERENCE FORMAT
This family office 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.

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.

Location

Rhode Island,
United States

Conducted By
Opal Group
Contact
Marketing
Event Dates
-

2nd California Water

Infocast’s 2nd California Water Summit, June 29 – July 1, 2015 in Sacramento, California will give attendees the opportunity to meet regulators, investors, financiers, municipalities, developers, water technology companies, and other stakeholders in California water as they discuss: California’s water needs, regulations, existing project funding and development opportunities essential to developing critically-needed water infrastructure in California.

Don’t miss your chance to take part in California’s water revolution! 

Location

California,
United States

Conducted By
Infocast Inc
Contact
Lilly Temple
Event Dates
-

UCITS & AIFMD Luxembourg 2015

With over 30 speakers from a wide range of local and international funds, fund associations and distribution & product specialists, UCITS & AIFMD Luxembourg 2015 will assist asset managers to use UCITS, AIFMD and further increase their distribution reach. This year's topics include:

Latest European Policy Developments

Understand the impact of UCITS V: Sanctions, depositaries & remuneration
AIFMD one year on: Overcoming post-implementation challenges
Progress of current work to create harmonised regulation
ELTIFS & IORP II: A solution looking for a problem
Asset management perspective: What services do we expect from the fund industry? 

Emerging Distribution Trends & Opportunities

How the changing investor appetite is shaping distribution
Changes in the remuneration of fund distributors & platforms
Investment into China from Luxembourg funds
The latest around MiFID & PRIIPs
Assess current fund flows throughout Europe & appetite for Luxembourg Funds 

Insight into the Evolution of the Industry

The Capital Markets Union: Opportunities for funds & fund managers
Enhanced corporate governance rules on directors
FATCA going global in 2016: The Common Reporting Standard
KYC & AML: Adapting AML IV responsibilities
Risk in the modern fund environment 

Click here to learn more, see the latest agenda and register today . Quote VIP code FKW52944GFM to save 15%!

Location

Luxembourg
Luxembourg

Conducted By
IBC Global Conferences
Contact
David Cavanna
Event Dates
-

AIMA's Global Policy And Regulatory Forum: The Changing DNA Of The Industry

AIMA is holding its annual Global Policy and Regulatory Forum at the Trump SoHo in New York on Thursday, 16th April 2015.
 
The theme of the event is The Changing DNA of the Industry. The forum will explore the evolution of the industry within the context AIMA of continued industry growth and diversification, increased regulation and the greater role of capital markets in the financing of the economy.
 
This event will be closed to media and take place under Chatham House Rule.
 
Confirmed keynote speakers include
 
Daniel Gallagher, Commissioner, US Securities and Exchange Commission
Martin Wheatley, CEO, UK Financial Conduct Authority
Carolyn Wilkins, Senior Deputy Governor, Bank of Canada
Stuart Fiertz, Co-founder, President and Director of Research, Cheyne Capital

Please click here to view the agenda
 
Hedge Fund Association members enjoy a 10% discount with VIP code: GPRF2015AIMA3

Location

New York,
United States

Conducted By
AIMA
Contact
Information & Registration

Marine Terminal Finance & Investment Summit 2015

The Marine Terminal Finance & Investment Summit will provide a dynamic meeting place for marine industry executives and investors to get invaluable insight into the marine terminal investment environment. It will explore the industry’s ongoing developments, its strategic opportunities, what is driving investment needs and where to invest and why. It will also offer up a unique look at financing strategies and options nowhere else available. 

The Summit is your chance to stay abreast of the marine terminal investment and financing landscape and capitalize on successful deals. 
 

Location

New York,
United States

Conducted By
Infocast
Contact
Lilly Temple
Event Dates
-