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Investment Consultants Forum

March 10, 2015

Conference Details:

Opal Financial Group’s Investment Consultants Forum provides a unique environment for developing dialogue between plan sponsors, managers and consultants. The role of the institutional consultant is more important than ever in making investment decisions, often being asked to take on more than just the evaluation of investment managers. This event will feature panel-driven discussions focused on specific investment techniques of fixed income and hedge fund managers, the evolving role of institutional consultants, the manager evaluation process, transition management, investing in global markets, and more.

This Investment Consultant conference will exclusively feature dialogue driven panel discussions led by consultants, family offices, pensions, foundations and endowments. Power Point presentations are prohibited.

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.

  • CWM™ Chartered Wealth Manager®
  • MFP™ Master Financial Planner®
  • AFA™ Accredited Financial Analyst®
  • CTEP™ Chartered Trust and Estate Planner®
  • CITA™ Certified International Tax Analyst™

* All certification courses available directly online from an accredited law school program

Topics will include:
  • The Evolving Role of Investment Consultants
  • What lies ahead in 2015: Market Outlook
  • Hedge Fund Opportunities:
  • New Investment Styles and Strategies for Maximizing Returns
  • Asset Allocation and Diversification in a volatile market
  • Manager Selection Process: The Role a Consultant and a Fiduciary plays
  • The Role of Alternative Investments
  • Marketing to Plan Sponsors 101 – from RFPs to Finals Presentations
  • Consultant Q & A
  • and many more
Who Should Attend:
  • Hedge Funds
  • Fund of Funds
  • Real Estate Managers
  • Equity Managers
  • Venture Capitalists
  • Private Equity
  • Investment Banks
  • Insurance Companies
  • Luxury Companies – Private Jets, Automotive, Executive Car Service, etc.
Past Industry Representation:
Chart I: Investors versus Managers/Service Providers

Chart II: Type of Investors
Conference Registration Prices:
Earlybird Rate
(expires 1/31/15)
Standard Rate
Asset Managers & Service Providers $2,195 $2,495
***Institutional End-Investors
(subject to qualification)
Registration price reflects $100 online discount.


March 10, 2015
Event Category:


New York Marriott Marquis
1535 Broadway
New York, NY NY, 10036 United States
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(212) 398-1900