Woodbridge Wealth Events

Alternative Investing Summit 2016

04 DEC 2016 - 06 DEC 2016

Come join commercial finance professionals, lenders, & investors as they discuss the most current alternative investment options & strategies.
Event Name:

Alternative Investing Summit 2016

Event Location:

Dana Point, CA

Event Date:

04 DEC 2016 - 06 DEC 2016

Presented By:

Opal Group

Opal Group is hosting the annual Alternative Investing Summit 2016 from December 4-6, 2016 in Dana Point, California. According to the website, the Alternative Investing Summit will bring together trustees and representatives of institutions as well as money managers and consultants to explore the roles of alternative opportunities and strategies.

As a strategy, alternatives offer investors a method to obtain the returns they require and break the paradigm of the 60/40 rule, however not all alternatives are the same nor do they come without certain risks. Participants and delegates of this alternative investment conference will investigate a range of critical investment issues, including discussion of the risks and benefits of various asset classes and investment vehicles such as hedge funds and private equity, examining means of cutting costs associated with implementation of absolute returns strategies, reviewing the future of commodities and surveying the landscape of emerging international markets.

See the full agenda here:

Sunday, December 4, 2016
Exhibitor Set Up / Registration Opens

Opening Remarks
John Agenbroad, Chairman, Inter-Local Pension Fund

12:30pm - 1:15pm
The Next American Presidency: Planning For Geopolitical Risk In 2017 And Beyond

1:15pm - 2:15pm
Investment Officer Idea Roundtable
Current strategies in reallocation of portfolio(s).
Current thoughts on Indexing vs. Active Management.
What is keeping CIOs and CFOs up all night?

2:15pm - 2:35pm
Stephen Wheeler, Chairman, HAS Capital

2:35pm - 2:55pm
Capturing the Regulatory Premium: Finding alpha in the decline in bank lending
Brendan Ross, President and Portfolio Manager, Direct Lending Investments

2:55pm - 3:15pm
Networking Refreshment Break

3:15pm - 4:00pm
What Matters Now: What are the alternative styles and strategies you should avoid or seek?
How should investors think about diversification today?
How much diversification is too much?
What are the benefits and pitfalls of diversification?
Efficient portfolios are those said to provide the greatest expected return for a given level of risk, or conversely the lowest level of risk for a given expected return.
How do these 'new' alternative investments figure into the mix? How should investors evaluate them in the context of an efficient portfolio?
How should investors think about alternatives in terms of their overall asset allocation?
How should investors evaluate/select 'new' alternative investments? What should they focus upon?
How should investors evaluate the performance of any investments they make in these alternatives?
What are the defining characteristics or unique risks associated with these new alternative investments?
What are the 'best practices' that you feel investors would do well to consider or adopt when sourcing or selecting 'new' alternative investments?

4:00pm - 4:45pm
A Critical Look at the Hedge Fund Industry and The Future of Asset Management
Why have hedge funds, in general, been struggling to perform?
How have due diligence methods changed over the past year?
What specific hedge fund strategy/sector is positioned to outperform in the next few quarters? Which should be avoided?
Should families consider "alternative or smart" beta strategies?
Have fund terms (e.g., fees, gates, liquidity) been more flexible? Should they be? How can families negotiate the best deals?

4:45pm - 5:30pm
Investing in the Evolving Real Asset & Energy Market:
This panel will examine the real assets and energy markets including, timber, precious metals, land mitigation, and oil and gas exploration.
Is there a magic strategy which will provide steady stable returns that outperform traditional equities?
Which strategies should families consider within the energy/hard asset space?
How can we identify managers who will diversify returns from mainstream portfolios without adding additional risk to the portfolio?
The Changing Energy Landscape: What's the New Normal?

5:30pm - 6:30pm
Investing in Innovative Technology: Investments that change the Future
Disruption - technical and medical advancements how to find them
Attracting investment from the Family Office community - How to find and build this relationship
How much interaction do you expect from your investor - Describe some positive and negative experiences?
Connecting Family Office and Institutional investors to unprecedented access to early stage Technology and Medical investment opportunities - Pluses and Minuses for the family office
Returns-How does the Family Office best capitalize on these investments-Exit vs IPO

6:30pm - 7:30pm
Cocktail Reception
Sponsored by:
Direct Lending Investments
To see the agenda for the rest of the conference, please visit Opal Group's website here.

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