Beruflich Dokumente
Kultur Dokumente
13
Confirmed Participants
A D-E
Tony Gannon, CEO, ABBEY CAPITAL (FAMILY OFFICE) Joan Parrott Fonseca, Board Member, DISTRICT OF COLUMBIA
Naresh Grandhi, ABN AMRO RETIREMENT BOARD
Manfred Kastner, Founder, ABSOLUTE PLUS.COM LTD. Drew Dickey, D.L. BABSON
Sarah Doyle, Investment Manager, AGF PRIVATE EQUITY Dr. Mehraj Mattoo, Managing Director, Global Head of Alternative
Robert Discolo, Managing Director, Alternative Investments, AIG Investments, DRESDNER KLEINWORT WASSERSTEIN
GLOBAL INVESTMENT GROUP Lionel Martellini, PhD, Professor of Finance, EDHEC GRADUATE
Christopher Atayan, Managing Director, ALEXANDER DAWSON SCHOOL OF BUSINESS & Scientific Director, EDHEC RISK
FOUNDATION & SLUSSER ASSOCIATES INC. AND ASSET MANAGEMENT RESEARCH CENTRE
Robin Ellison, Trustee, ALFRED MCALPINE PENSION Noël Amenc, PhD, Professor of Finance, EDHEC GRADUATE
SCHEME SCHOOL OF BUSINESS, & Senior Academic Fellow,
Chris Erwin, Investment Principal, AON CONSULTING LTD. EUROPLACE INSTITUTE OF FINANCE
Florence Remy-Brunelle, EQUALT ALTERNATIVE ASSET
B MANAGEMENT
Roselyn Spencer, Executive Director, BALTIMORE RETIREMENT Claire de Badereau, EQUALT ALTERNATIVE ASSET
SYSTEMS MANAGEMENT
Joan M. Pratt, Chair of the Board, BALTIMORE RETIREMENT Tord Carnlof, Managing Director, ETHIX SRI ADVISORS
SYSTEMS Richard Balfe, Chairman, EUROPEAN PARLIAMENT PENSION
Kevin Davis, Vice-Chair, BALTIMORE RETIREMENT SYSTEMS FUND
Brenda Clayburn, Trustee, BALTIMORE RETIREMENT TBA, EURORIENT INVESTMENT
SYSTEMS
Leif Hasager, Executive Vice President, BANK//PENSION F-G
Stuart Stephen, Director of Pensions & Benefits, BARCLAYS PLC Frans Wesseling, Chief Financial Officer, FAXTOR SECURITIES B.V.
Ahmed M. Fattouh, Managing Principal, BARON ADVISORS LLC Alessandro Albrighi, Managing Director, FIM LIMITED
Anthony Robertson, Senior Portfolio Manager, High Yield, Giancarlo D’Oria, Director Client Services, FIM LIMITED
BLUEBAY ASSET MANAGEMENT LTD Gunnar Balsvik, Chief Executive Officer,
Raymond Satumalaij, Real Estate Strategist, BLUE SKY FORSAKRINGSFORENINGEN FOR DET STATLIGA
GROUP/KLM PENSION FUND OMRADET (FSO)
Eric Borremans, Head of Sustainability Research, BNP PARIBAS Tushar Patel, Director Alternative Investments, GAIM ADVISORS LTD
ASSET MANAGEMENT John E. Dunn, III, Professor of Finance, THE GAVIN SCHOOL
Angela Brock, President and CEO, BROCK GLOBAL ADVISORS OF INTERNATIONAL MANAGEMENT
Peter Weidemannn, Investment Manager, BTV Daniel Heimowitz, Advisory Consultant, GLOBAL BULL & BEAR
UNTERNHMENSGRUPPE (FAMILY OFFICE) Oliver Bolitho, GOLDMAN SACHS INTERNATIONAL
Peter Morris, Head of Pensions, GREATER MANCHESTER
C PENSION FUND
Jean-Pierre Aguilar-CEO, CAPITAL FUND MANAGEMENT Roy Oldham, Chairman, GREATER MANCHESTER PENSION
Marcos Camhis, Chief Operating Officer, CAPITAL FUND
MANAGEMENT ADVISORS Martin Wareing, Deputy Chairman, GREATER MANCHESTER
Stella Eastwood, Group Pensions Director, CENTRICA PENSION FUND
Luke Howe, President, CHICAGO PARK EMPLOYEES’
ANNUITY & BENEFIT FUND H
Pat Knazze, President, CHICAGO TEACHERS’ PENSION FUND Frances Taft, Senior Assistant, HAMMOND SUDDARDS EDGE
Prof. Bing Liang, Associate Director of, CISDM, ISENBERG (UNITED UTILITIES)
SCHOOL OF MANAGEMENT, UNIVERSITY OF Jane Marshall, Partner, HAMMOND SUDDARDS EDGE
MASSACHUSETTS (UNITED UTILITIES)
Robert Snider, CITIGROUP Nick Wood, Director of Marketing, HAMMOND SUDDARDS
Alexei Kroujiline, CITIGROUP EDGE (UNITED UTILITIES)
Felix Samuel, Pension Plan Administrator, COMMONWEALTH Josiane Fanguinovény, Associate Director European Corporate
SECRETARIAT Governance, HERMES INVESTMENT MANAGEMENT LTD
Dermot S. L. Butler, Chairman, CUSTOM HOUSE David Hager, Principal Consultant, HEWITT BACON & WOODROW
ADMINISTRATION & CORPORATE SERVICES LTD. Steven Vale, Principal Consultant, HEWITT BACON & WOODROW
David Chandler, Finance Director and Fund of Funds Manager,
HOEGH CAPITAL PARTNERS (FAMILY OFFICE)
I-L
SEPTEMBER 29 - OCTOBER 1, 2004
4th Annual This conference will bring Opal’s expertise to the table in a forums uniquely designed for the
European pension fund and institutional investment community. As we move ahead, the ever-
European Alternative & quickening pace of globalization will force investors and managers to continuously look
beyond their own borders for innovative solutions to increasingly complex investment
Institutional Investing Summit decisions. Panel discussions will address a wide range of issues, including European
securitization strategies, roles of offshore funds in plan design, global indexing techniques,
implementation of manager selection processes, differences in European corporate reporting
Sept 29 - Oct 1, 2004 and Board management and the particular roles of government in European pension plans,
Palais Del La Meditterranée, Nice, France and visions of the growing alternative marketplace. We look forward to seeing representatives
from some of the largest European funds and other industry leaders at this event.
● Measuring Effectiveness
Michael C. Duncombe, Consultant, ROYAL MAIL
● Developing an Effective Infrastructure to Make Investment Decisions
PENSION PLAN
● Understanding the RISKS
TO HEDGE FUNDS ● Hedge Funds vs. Fund of Funds vs. Managed Futures
■ Will They Refuse to Act for, or Accept US Investors in 5:30 ASSET ALLOCATION AFTER THE BUBBLE
1 Their Funds? ● Why Should Strategy Be Different Now?
Dermot S. L. Butler, Chairman, CUSTOM HOUSE ● Have We Become too Obsessed with Volatility Risk?
PANELISTS: ●
SEPTEMBER 29 - OCTOBER 1, 2004
● Fee Structures
PANELISTS: PANELISTS:
Luke Howe, President, CHICAGO PARK EMPLOYEES' Pat Knazze, President, CHICAGO TEACHERS’
ANNUITY & BENEFIT FUND PENSION FUND
Gerry Ryan, Chairman, IRISH ASSOCIATION OF Joe Haslip, Trustee, NEW YORK CITY RETIREMENT
PENSION FUNDS and Plan Administrator, EIRCOM SYSTEMS, SPECIAL ASSISTANT TO COMPTROLLER
SUPERANNUATION FUND WILLIAM C. THOMPSON
Gordon W.H. Ferguson, Trustee Director, Randy Julian, Chief Economist, JMFT
MOTOR INDUSTRY PENSION PLAN
WEALTH MANAGEMENT
9:00 PLAN DESIGN TRENDS AND INNOVATIONS
● Participation Rates in DC Plans 12:25p HIGH YIELD INVESTING
● Why People are Not Joining UK DC Plans
Anthony Robertson, Senior Portfolio Manager, High Yield,
● What is Wrong with the Current DC world?
BLUEBAY ASSET MANAGEMENT LTD
● Limited Choice, Out of Market Risk, the Legacy of Failure
2:00 THE GLOBAL PRIVATE EQUITY MARKET 4:45 RESEARCHING, INVESTING IN, AND MONITORING
● Europe vs. US VENTURE CAPITAL FUNDS.... AN INVESTORS’ VIEW
■ How do Historical Returns Compare? ● Where are We Now - And Where is the Venture Market Going?
■ Return Expectations for Europe Compared to the Us? ● What are the 3-5 Top Elements You are Looking for to
■ Where Will They Be? ● Funds You Have Invested in That Have Produced
■ Is the European Mid Market Over-Bought? ● What Do You Expect Your Funds to Do to Keep You Informed?
■ Do Any Pan European Managers Have a Proprietary Deal Flow? ● What Steps Do You Take Internally to Be Pro-Active With
● The Rest of the World ● Your Funds to Insure and Encourage Positive Returns?
MODERATOR:
Simon Dudley, Head of International Practice, WATSON WYATT MODERATOR:
Christopher Atayan, Managing Director, ALEXANDER
PANELISTS: DAWSON FOUNDATION & SLUSSER ASSOCIATES INC.
Eric Borremans, Head of Sustainability Research,
BNP PARIBAS ASSET MANAGEMENT PANELIST:
Joan Parrott Fonseca, Board Member, DISTRICT OF Marcos Camhis, Chief Operating Officer, CAPITAL
COLUMBIA RETIREMENT BOARD MANAGEMENT ADVISORS
Tord Carnlof, Managing Director, ETHIX SRI ADVISORS Robert Snider, CITIGROUP
Josiane Fanguinovény, Associate Director European Corporate Drew Dickey, D.L. BABSON
Governance, HERMES INVESTMENT MANAGEMENT LTD Dr. Mehraj Mattoo, Managing Director, Global Head of
Alternative Investments, DRESDNER KLEINWORT
4:00 REFRESHMENT BREAK WASSERSTEIN
Lars Norellt, MERRILL LYNCH
4:15 HEDGE FUND AND FUND OF FUND RISK
MANAGEMENT FOR INSTITUTIONAL INVESTORS 6:30 SESSIONS CONCLUDE
● Defining Risk - Market Risk and Operational Risk
PANELISTS:
PANELISTS: Ahmed M. Fattouh, Managing Principal, BARON
Peter Kraneveld, Special Advisor, International Affairs, ADVISORS LLC
PGGM NETHERLANDS Ezra Zask, VP & Manager, IBBOTSON ASSOCIATES
Florian Fenner, Partner & Managing Director, ADVISORS, LLC
UFG ASSET MANAGEMENT Dietmar H. Bahr, Member Executive Board, JUNG DMS &
CIE AG, GERMANY & Co-Chairman, BUNDESVERBAND
8:45 FIDUCIARY RESPONSIBILITIES, LIABILITIES & ETHICS ALTERNATIVE INVESTMENTS (BAI)
● Methods for Meeting Long Term Pension Liabilities Howard Rossman, President, MESIROW ADVANCED
● Evaluating Your Money Managers and Consultants STRATEGIES
● Measuring Trustee Effectiveness
Judith Posnikoff, Managing Director, PACIFIC
● Developing an Effective Infrastructure to Make
ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC
Robert Davis, Global Marketing Executive Director,
● Investment Decisions
STANDARD & POOR’S REAL ESTATE EQUITY
MANAGER ASSESSMENTS ADVISER
MODERATOR:
Yung Lim, Managing Partner, TREESDALE ADVISORS
Zelda Silberman, Chief Investment Officer, UNITED STATES
HOLOCAUST MUSEUM
11:45 HEDGE FUND INDICES
● Selection Criteria
PANELISTS:
● Style Classification
Joe McElvaney, Managing Director and Consulting Actuary,
● Weighting vs. Rebalancing Scheme
MCELVANEY CONSULTANTS LIMITED
Terry Raby, Head of Internal Audit, UNIVERSITIES ● Performances and Correlations
MODERATOR:
9:30 THE GLOBAL PRIVATE EQUITY & REAL ESTATE MARKETS
Lionel Martellini, PhD, Professor of Finance, EDHEC
● Real Estate to Diversify and Reduce Volatility
GRADUATE SCHOOL OF BUSINESS & Scientific
● Is Real Estate the Next Bubble?
Director, EDHEC RISK AND ASSET MANAGEMENT
● Diversifying By Reducing the Home Bias. Why American
RESEARCH CENTRE
● Institutions Should Invest in Europe and Vice Versa
Opal Financial Group would like to thank its sponsors for their considerate support of
the 4th Annual European Alternative & Institutional Investing Summit:
Sponsors ■Citigroup (NYSE: C), the pre-eminent global financial services company,
provides a broad range of financial products and services to consumers,
corporations, governments and institutions in more than 100 countries,
■ ABSOLUTE PLUS.COM LTD. And ABSOLUTE PLUS ZURICH AG
including consumer banking and credit, corporate and investment banking,
are independent providers of external
insurance, securities brokerage, and asset management. Major brand names
single- and multi-manager hedge fund
under Citigroup’s trademark red umbrella include Citibank, CitiFinancial,
products to institutional investors in
Primerica, Smith Barney, Banamex, and Travelers Life and Annuity.
Continental Europe focussing on
Germany, Austria, Switzerland, and the Nordic region. Absolute Plus
■ CUSTOM HOUSE ADMINISTRATION & CORPORATE SERVICES
Zurich is part of the Vienna Portfolio Management group, with 15 years
LIMITED (“CUSTOM HOUSE”) specialises
experience in the selection of asset managers and risk management.
in advising and assisting clients on the
Absolute Plus has no internal funds under management, thereby avoiding
structure and the incorporation of offshore
any conflicts of interest when selecting and recommending funds.
funds and, once established, providing a
Furthermore, Absolute Plus is very flexible and can offer unusual and
full administrative service. In December 2002, Custom House was the first
highly specialized approaches to accommodate our clients’ special
hedge fund administrator in the world to be awarded a Moody’s Baa1 MQ
requirements in a fast and flexible manner.
Rating, which is the investment grade equivalent of the new Moody’s
Management Quality Rating. Custom House is authorised by the Irish
■ BLUEBAY ASSET MANAGEMENT LIMITED (‘BLUEBAY’) is a
Financial Services Regulatory Authority (‘IFSRA’) under the Investment
specialist manager of fixed income credit
Intermediaries Act, 1995. For further information, please visit the Custom
funds. Based in London, we provide
House Website.
investment management services to
institutions and high net worth individuals
■ EURORIENT FINANCIAL GROUP (EURORIENT) is a private sector
seeking exposure to the rapidly growing asset class of European fixed income
global development finance institution. Its
credit. We currently employ 54 people, including 24 investment
mission is to mobilize financial, technical
professionals, and manage over US$1 billion across our range of six specialist
and human resources for the benefit of
credit funds; encompassing both long/short and long-only mandates.
developing nations seeking sustainable
BlueBay was founded in 2001 by fixed income credit specialists Hugh Willis
economic development and poverty reduction.
(CEO) and Mark Poole (CIO), with the support of two institutional
■EurOrient, through its various affiliates and subsidiaries, serves as exclusive
shareholders: Barclays Bank Plc and Shinsei Bank Ltd.
financial advisor for international transactions ranging from US $10 million
to more than US $1 billion. Since its formation, it has provided financial
■ BNP PARIBAS ASSET MANAGEMENT is the investment management
services to clients located in more than 40 countries in Asia, Latin America,
arm of BNP Paribas, the leading bank in
and Central and Eastern Europe.
the euro zone in terms of net profits. With
■EurOrient is currently involved in the structuring and implementation of
175.3 billion euros of assets under
foreign investment transactions in energy, natural resources and other basic
management (31/03/04), it is one of the
infrastructure projects with an economic value of more than US $15 billion.
leading players in Europe.
It also frequently advises governments and leaders in industry and commerce
■The asset management business employs over 1,300 staff 20 countries. Its
on international trade and investment related issues.
fund management teams are active in major financial markets, including
Paris, London, New York, Philadelphia, Tokyo and Hong Kong. They are
■ JME OPPORTUNITY PARTNERS, LLC is an event driven, special
specialized by asset class, investment style and geographical area.
situations fund formed to trade and invest
■BNP Paribas Asset Management has developed a leading capability in the
in the securities of companies experiencing
field of sustainable & responsible investment for equity, fixed income and
financial distress and undergoing transition
balanced products, with assets under management in excess of 1billion. arising from extraordinary financial
circumstances such as bankruptcy, re-organization, re-capitalization or
■ THE GLOBAL STRUCTURED CREDIT PRODUCTS (“GSCP”) group liquidation. The Fund’s investment strategy will emphasize investments in
encompasses Citigroup’s CDO, credit senior secured bank debt, unsecured bank debt, trade claims, securities
derivative and asset repackaging businesses. (principally high yield and publicly traded debt securities), private insurance
The GSCP platform is a fully integrated notes and other debt instruments of distressed companies. The Fund will
business complete with dedicated target superior risk-adjusted returns with minimum correlation to broadly
structuring, marketing, warehousing, syndication / risk management, based stock and bond indices.
secondary trading, research and specialist sales. Since the group’s beginning
in 1997 we have closed in excess of 80 public cash and synthetic CDOs
incorporating a wide range of asset classes, among which were several firsts
for the CDO market.
Media
SEPTEMBER 29 - OCTOBER 1, 2004
knowledge of the professional environment, Edhec concentrates its research ● add conferences to your “conference tracker”
on themes that satisfy the needs of professionals and pursues an active ● receive email updatesWith the wide assortment of conferences on our
research policy in the field of finance. Its Risk and Asset Management site you can plan your calendar ahead of time and choose which hedge
Research Centre carries out numerous research programs in the areas of fund conferences would be the most beneficial to you.
asset allocation and risk management in both the traditional and alternative www.hedgefundconferences.com
investment universes.
■ HEDGECO is a leading service provider for the hedge fund community.
■ EUREKAHEDGE is a consultancy, advisory and research house focusing Through our educational forums, we
on alternative investments. Originating in introduce high net worth individuals and
Asia, Eurekahedge has grown rapidly to institutions to fund managers and their
become one of the most widely used and respective strategies. HedgeCo's mission
quoted alternative research houses is to educate potential investors about the hedge fund industry and
worldwide. Eurekahedge has produced a suite of Asian hedge fund indices, alternative investments.
an Asian hedge fund directory, a global fund of funds directory and a For further information on the hedge fund industry, visit our web site at:
European hedge fund directory, covering almost 3,000 funds as well as a www.hedgeco.net
collection of educational guides for both funds and investors.
INTERNET: www.opalgroup.net can enjoy both the outside view and the underwater world without diving. 04 92 00 42 31
● Cathedrale Orthodoxe Russe St-Nicolas a Nice - This Russian cathedral
Registration for the European Alternative & Institutional Investing Summit was built in the early 20th century in honor of the son of Czar Nicholas II, who died
includes documentation provided by speakers, continental breakfasts, in Nice after failing to recover from tuberculosis.
refreshment breaks, luncheon, and cocktail reception. Payment must be ● Heli Air Monaco - Flights over nice on request: 04 93 21 34 95 or 04 93 21 34 62
received by August 31, 2004 and is accepted in the form of a company check, ● Marineland - Show and attractions with marine animals…and Antibes Land -
Visa, MasterCard, or American Express. Please make checks payable to “Opal Amusement Park 04 93 33 49 49
Financial Group, Inc.” ● Musee d’Art Moderne et d’Art Contemporain - This museum houses a large
collection of French and American artwork from the 1960s to the present. 04-93-
REGISTRATION FEES ARE AS FOLLOWS 62-61-62
Standard Registration ($1695 USD) ● Musee Matisse - Surrounded by an olive garden, this museum has a collection
Investor Registration ($495 USD) of paintings spanning the length of Henri Matisse’s career. 04-93-53-40-53
● Musee national Message Biblique Marc Chagall - This museum has a large
VENUE: Palais Del La Mediterranée Hotel collection of works by Marc Chagall, the famous Russian-born painter and designer.
15 Promenade des Anglais BP 1655 04-93-53-87-20
06011 Nice - France ● Palais Lascaris - Art museum; Historic site; Castle; History museum;
FAX: 011 33 492 14 77 27 ● Promenade des Anglais - This famous street travels along Nice's Mediterranean
accommodations. with narrow streets curving between old buildings with red-tile roofs, small
restaurants and open-markets.
● Walking Tours - A ramble path, marked with arrows, fourteen kilometres long,
OVERFLOW HOTEL INFORMATION is using the old country lanes which are linking the Var plain westwards, to the
Gairaut hills eastwards. It allows, for good walkers, the discovery of the landscapes
Le Meridien
of the country of Nice, the Bellet vineyards, the olive groves, the traditional floral
1, Avenue Gustave V
and market gardening, the pine forests and the green oak woods. It offers marvellous
06046 Nice Cedex 1
viewpoints on the Baie des Anges and the hinterland overlooked by the Alpes
Nice, France
Maritimes. A visit of the Bellet hamlet, the Saint Roman Church, with a stop by the
spring, before taking the Via Augusta, built in 12 AD by August : so many
CALL: 011 33 497 03 40 07
interesting places, which are also telling the history of the region.
FAX: 011 33 497 03 44 46
The starting point is situated at the Lingostière station, which is served by the
Chemins de fer de Provence train. Bus services are indenting the route, giving access
to the paths, so one may interrupt the walk whenever he chooses to.
CANCELLATIONS/SUBSTITUTIONS
*Please note: listed activities are not set up or affiliated with Opal Financial Group
Should you be unable to attend, a prompt refund will be made for cancellations
received in writing by April 15, 2004. There will be no refunds to any cancellations
received after August 15, 2004. Substitutions may be made up to 24 hours in
ABOUT OPAL FINANCIAL GROUP
Opal Financial Group consists of a strong, experienced management team allowing for the
advance of the conference. If an event is cancelled, Opal Financial Group is not organization of high quality, high profile informational gatherings. The dual focus of the
responsible for any airfare, hotel or other costs incurred by registrants. Speakers, company is to create a unique atmosphere of education rather than sales or marketing and to
?
agenda and other events are subject to change without notice. ensure the highest caliber in all aspects of each event. We are viewed as the business information
organization that is professional but allows for the comfortable atmosphere of an interactive,
educational forum.
This conference will bring Opal’s expertise to the table in forums uniquely designed for the
EXHIBIT SPACE European pension fund and institutional investment community. As we move ahead, the ever-
quickening pace of globalization will force investors and managers to continuously look beyond
At the conference, an exhibit area will be open during the course of the conference their own borders for innovative solutions to increasingly complex investment decisions. Panel
sessions. Exhibitors will have the chance to promote products and services of discussions will address a wide range of issues, including European securitization strategies, roles
interest to this target market. For more information, please call Opal Financial of offshore funds in plan design, global indexing techniques, implementation of manager
Group at (212) 532-9898 for Abe Wellington at ext. 222 or Lissa Blake at ext. 227. selection processes, differences in European corporate reporting and Board management and the
particular roles of government in European pension plans, and visions of the growing alternative
marketplace. We look forward to seeing representatives from some of the largest European funds
and other industry leaders at these inaugural events.
13
Opal Financial Group | www.opalgroup.net
Conference Registration CALENDAR
EVENTS
PERSONAL INFORMATION:
Name: __________________________________________ SEPTEMBER 12-14, 2004
Title: __________________________________________ Endowment & Foundation Summit
Company: __________________________________________ Westin Copley Plaza, Boston, MA
Address: __________________________________________ SEPT 29 - OCT 1, 2004
__________________________________________ European Alternative Investing Summit
Tel: ( ) __________________________________________ Mediterranee, Nice, France
Fax: ( ) __________________________________________
E-mail: __________________________________________ SEPT 29 - OCT 1, 2004
❑ Please include me on the Opal Financial Group mailing list European CDO Summit
Mediterranee, Nice, France
SELECT UPCOMING CONFERENCE(S) YOU WISH TO ATTEND:
OCTOBER 13-15, 2004
Prices for multiple conferences are negotiable. Please contact sales for information. Institutional Capital Investing Forum
❑ Endowment & Foundation Summit - September 12-14 Loews L' Enfant Plaza, DC
❑ European Alternative Investing Summit - Sept 29 - Oct 1
❑ European CDO Summit - Sept 29 - Oct 1 DECEMBER 5-7, 2004
❑ Institutional Capital Investing Forum - October 13-15 Alternative Investing Summit
❑ Alternative Investing Summit - December 5-7 Ritz Carlton, Laguna Niguel, CA
❑ CDO Summit - December 5-7 DECEMBER 5-7, 2004
❑ Public Funds Summit - January 9-11 CDO Summit
❑ Investment Education Symposium - February 2-4 Ritz Carlton, Laguna Niguel, CA
❑ Alternative Investing Summit East - April 6-8
❑ Emerging Managers Summit - May JANUARY 9-11, 2005
❑ Investment Trends Summit - June Public Funds Summit
❑ Endowment & Foundation Summit - September Phoenician, Scottsdale, AZ
❑ European Alternative & Institutional Investing Summit - October FEBRUARY 2-4, 2005
Investment Education Symposium
SELECT TYPE OF REGISTRATION: - If you have a Discount Code, enter it below. Royal Sonesta New Orleans, LA
❑ Standard Registration ($1695 USD)
❑ Plan Sponsor/Family Office Registration ($495 USD) APRIL 6-8, 2005
Alternative Investing Summit East
ENTER DISCOUNT CODE: _______________________________ Ritz Carlton, Amelia Island, FL
❑ 10% discount on Standard Registration ($1525 USD) - Per Event
MAY 2005
SELECT METHOD OF PAYMENT: Emerging Managers Summit
❑ Please invoice my organization TBD, Chicago, IL
❑ Enclosed is a check payable to “Opal Financial Group, Inc.” JUNE 2005
❑ Please charge my credit card: ❍ ❍ ❍ Investment Trends Summit
CardNumber: _________________________________________ (Platinum Series)
Expiration: _________________________________________ Alyeska Resort, Girdwood, Alaska
Name: _________________________________________
Signature: _________________________________________ SEPTEMBER 2005
Endowment & Foundation Summit
PHOTOCOPY THIS FORM FOR ADDITIONAL DELEGATES Westin Copley Plaza, Boston, MA
RETURN THIS FORM TO: OCTOBER 2005
Opal Financial Group, Inc. 10 East 38th Street, 4th Floor, New York, NY 10016 European Alternative &
Institutional Investing Summit
TBD, Europe
(212) 532-9898 x0 (212) 532-7151 info@opalgroup.net