Pension representatives, Taft Hartley, hedge funds, attorneys, consultants, accountants, fund of funds, equity managers, real estate managers, venture capitalists, insurance companies and private equity firms will be attending the summit that will be held in Newport Marriott, 25 America’s Cup Avenue, Newport, RI.
David Drake, Chairman of LDJ Capital says, “This summit will present the greatest opportunity for stakeholders to discuss the best way to navigate the future of public pension funds.”
The conference topics include: pension outlook for the United States; new investment strategies and styles; best practices for asset allocation; public pension plans challenges; ongoing education for plan fiduciaries and participants; securities lending; equity investing; real estate; venture capital/private equity; frontier and emerging markets; and how to select the right consultant/advisor. The summit will exclusively feature panel discussions driven by dialogue and led by family offices and consultants.
The three-day summit will open with its Annual Regatta Cup, where attendees will work with a professional sailing charter crew as they compete against other colleagues in their industry.
The keynote speakers include:
Bruce Richards, Co-Managing Partner & CEO, Marathon Asset Management
Gregory A. Coleman, Founder and CEO, Coleman Worldwide Advisors
John Sitilides, Principal, Trilogy Advisors LLC
Jim Langevin, Congressman, Rhode Island’s Second Congressional District
Conference attendees are also invited to the Summer Social Bash networking event on July 19, 2016 from 6:30pm, which entails great food, an open bar and live music. Ambassador R. James Woolsey will also presented his Global Impact award during this evening event.
Its supporting partner is the International Association of Financial Management while the supporting organization is Institutional Limited Partners Association.
Executive sponsors for the event are CBOE and Leucadia. The general sponsors include: Arel Capital, Berman Devalerio, Bloomfield Capital, Causeway, J.P. Morgan, Capital Dynamics, Octagon, Halcyon Capital Management, Kennedy Capital Management, Sustainable Insight Capital Management, Libremax Capital, DFG Investment Advisors, CIFC Asset Management, Cross Ocean Partners, Tortoise Capital Advisors and Symphony Asset Management.
The media partners include: Allaboutrisk.com, AlHuda Center of Islamic Banking and Islamic Economics, Alpha Journal, AssetMan.net, FundServices.net, GlobalCustody.net, Barclay Hedge, Business Islamica, Capital Hedge, Capital Finance International, Clear Path Analysis, Connext Consulting, Canada’s Venture Capital & Private Equity Association, Events in America, Executive Global, Family Office Elite Magazine, Family Office Networks, Fintech Finance, Fintech Weekly, Victoria Global, The Soho Loft Media Group and LDJ Capital.
This much-awaited event provides stakeholders in the public sector with a unique environment for learning and sharing ideas with other professionals. However, Power Point presentations will not be allowed in the discussions but may be included on App. Those attending the conference will also be granted full annual CE (7.5 Credits for 1 day, 15 Credits for 2 days) by the GAFM Global academy of Finance & Management. Among the certification courses are: Accredited Financial Analyst (AFA); Certified International Tax Analyst (CITA); Chartered Trust and Estate Planner (CTEP); Chartered Wealth Manager (CWM); and Master Financial Planner (MFP).
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Image: Newport, Rhode Island
Image credit: pixabay.com