Americas

Opal Alternative Investing Summit

Organizer: Opal Financial Group
Dates: 7-9 December 2008
Location: Laguna Niguel, California (The Ritz Carlton, website, map)
Agenda (2007)

From Conference Website: The label “alternative” describes a nebulous investment class to many investors, especially those in the institutional world who have strict ethical and fiduciary obligations to their organizations. However, pursuing alternative investment is essential to maximizing returns while maintaining proper asset allocation in plan portfolios of endowments, foundations, family offices, and public and corporate funds.   More…

Opal Public Funds Summit

Organizer: Opal Financial Group
Dates: 7-9 January 2009
Location: Phoenix, Arizona (The Phoenecian, website, map)

From Conference Website: Opal Financial Group’s annual Public Funds Summit addresses issues that will be 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.  More…

O’Reilly Money:Tech

Organizer: O’Reilly Media
Dates: 4-6 February 2009
Location: New York (Hyatt Regency Newport, website, map)

From Conference Website: It’s a new era for the financial investment community. From social stock-picking, to new and tradable web-based data, to search, the wave of Web 2.0 technologies is slamming into Wall Street. Sharing and social networks that once seemed antithetical to the zero-sum world of money are finding their places in investing…Money:Tech brings together institutional and professional investors, web entrepreneurs and activists, technology and research experts, VCs, and high-profile thought leaders to expose the edges and give fundamental research new traction.   More…

Opal Investment Education Symposium

Organizer: Opal Financial Group Dates: 18-20 February 2009 Location: New Orleans, Louisiana (Astor Crowne Plaza, website, map)

From Conference Website: The Investment Education Symposium aims to provide broad education and information on investing, fiduciary responsibility and selection of money managers to the key decision makers and other representatives of the nation’s largest pension funds, endowments, foundations and other institutional investors. Participants will have the chance to exchange ideas and learn from other delegates and presenters who manage some of the largest capital flows within both the traditional and the alternative investment community. More…

Opal Public Funds Summit East

Organizer: Opal Financial Group
Dates: 8-10 July 2009
Location: Newport, Rhode Island (Hyatt Regency Newport, website, map)

From Conference Website: Opal Financial Group’s annual Public Funds Summit East will address issues that are most critical to the investment success of senior public pension fund officers and trustees. The Summit will cover how surplus returns should affect employee benefit plans, the processes for selection and evaluation of investment managers, legal concerns with fund investment and management policies as well as the benefits and pitfalls of a wide variety of investment strategies.  More…