Alternative investments and emerging managers are two asset classes that investors are increasingly using to diversify their portfolios.
For example, more investors are exploring alternative investments like private equity and hedge funds for diversification purposes. The idea that true investor diversification should involve more than only publicly listed investments, like stocks and bonds, is gaining steam.
Another major trend in investing is emerging managers with smaller asset bases who often generate returns that beat the established players. However, it’s not always easy to fund up-coming-managers before they become popular and attract a lot of assets, which can hamper their ability to stay nimble.
If you’d like to learn more about alternative investing and emerging managers, Opal Financial Group is hosting two upcoming conferences on these important topics:
- Alternative Investing Summit: December 7-9, 2014, Ritz-Carlton Laguna Niguel, Dana Point, CA (more information)
- Emerging Managers Summit South: November 6-7, 2014, Hyatt Regency Austin, Austin, Texas (more information)
Alternative Investing Summit
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. With the current struggle of obtaining these returns, the question of fees has become of particular relevance, especially within the field of alternatives as investors measure their risks v. rewards. We will also look into impact investing as a way of obtaining returns that are socially responsible as well as many issues involved with fund management and the importance of education for trustees and other investment officers.
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 investments is essential to maximizing returns while maintaining proper asset allocation in plan portfolios of endowments, foundations, family offices, and public and corporate funds.
Emerging Managers Summit South
If you are looking to expand and diversify your asset allocation by investing in emerging managers as well as women and minority owned investment managers, 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 event will explore the benefits and opportunities offered by investing in emerging managers as well as new strategies for implementing an emerging managers program. If you are an emerging manager, you will learn the procedures used by institutions to launch and maintain successful emerging manager programs. 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.
