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Alternative Investment Fund Conferences

Every year Akram | Assurance, Advisory & Tax Firm  sponsors various industry events across the country. Our firm is constantly working to stay on top of the latest regulations and best practices in these industries. We enjoy networking with colleagues and discussing the engaging topics industry leaders present. We sponsor and attend these events in order to hear directly from clients regarding their top concerns in the ever-evolving market. 

Year 2023 Schedule

Oct 19, 2023

AltsOPs Conference 2023

Sep 13, 2023

iConnections NYC Networking Reception 2023

July26, 2023

Atlanta Networking Reception 2023

Speakers
Muhammad Akram, CPA
Steven Rosen, Senior Manager

June 08, 2023

Hedge Fund US EMERGING MANAGERS SUMMIT 2023

Roundtable: Start-up boot camp: tax structuring for new and emerging managers

1. Structuring a standalone vs. master feeder (full or mini), domestic vs. offshore fund structure
2. Pros and cons of offshore fund jurisdictions (Cayman vs. BVI)
3. Trader vs. investor fund considering TCJA and MTM election
4. Tax efficient hedge fund strategies
5. Management company and general partner entity taxation including owner/founder

Year 2022 Schedule

June 08, 2022

Hedge Fund US EMERGING MANAGERS SUMMIT

University Club of New York

HedgeFund US EMERGING MANAGERS SUMMIT is aimed at management firms and funds in their early stages of development, as well as managers and funds operated by women and leaders from diverse backgrounds.

Our sincere mission is to create a series of conversations that will enable your new firm or fund to be set for growth, success, and security. Dealing with issues spanning operations, strategy and compliance this event is designed for decision makers from across the leadership suite.

For any new fund manager, getting the planning right at the pre-launch and post-launch phases can potentially make the difference between success or costly failure. Through a series of in-depth panel discussions, presentations and breakout sessions, the event will lay out the main considerations for an engaged audience.

June 09, 2022

Private Equity US EMERGING MANAGERS SUMMIT

University Club of New York

Private Equity US EMERGING MANAGERS SUMMIT is aimed at management firms and funds in their early stages of development, as well as managers and funds operated by women and leaders from diverse backgrounds.

Our sincere mission is to create a series of conversations that will enable your new firm or fund to be set for growth, success, and security. Dealing with issues spanning operations, strategy and compliance this event is designed for decision makers from across the leadership suite.

For any new fund manager, getting the planning right at the pre-launch and post-launch phases can potentially make the difference between success or costly failure. Through a series of in-depth panel discussions, presentations and breakout sessions, the event will lay out the main considerations for an engaged audience.

July 18, 2022 - July 20, 2022

Family Office & Private Wealth Management Forum 2022

Gurney's Newport Resort & Marina, Newport, RI

As Opal Group’s flagship event, The Family Office & Private Wealth Management Forum has become Opal’s largest family office event in the world. Known for its rich history and magnificent mansions, Newport, RI attracts thousands of delegates each year. The voyage begins with an annual Regatta Cup race, giving delegates an opportunity to find their inner competitor, and race across the harbor.

In the course of three days, family offices, private investors, and investment managers navigate their way through the choppy waters of the past recession, while continuing to explore the best ways to map out their portfolios. With over 1000 delegates there is always an opportunity to meet potential clients. Discussions will cover a wide variety of investment topics including direct investing, impact investing, non-correlated assets, and many more.

Come join us this July-- the forecast calls for fun, networking, and favorable prospects for preserving your family’s wealth.

Year 2021 Schedule

July 19, 2021

Opal Group Public Funds Summit East 2021

Newport Marriott, Newport, RI

Opal Financial Group’s annual public funds conference addresses issues that are critical to the investment success of senior public pension fund officers and trustees in the new millennium. Concerns of funding liabilities for beneficiaries in a world of declining returns yet maintaining a balance between the risk/reward paradigms is center in the mind of many trustees and representatives of pension plans around the country.

The exchange of ideas both in and out of the session halls are key in educating and identifying viable alternatives that will address these concerns. We will discuss how surplus returns should affect employee benefit plans; closely examine the processes for selection and evaluation of investment managers.

Beyond the investment sphere we also address legal issues facing pension plans, ethic regulations and the importance of on-going education for plan sponsors and their fiduciaries. Although attendance is not limited to those in the public sector, the conference takes aim at topics that are of particular relevance to public pension funds. By focusing on an atmosphere of education rather than sales or marketing, the Public Funds Summit provides a unique environment in which members of the public sector can exchange ideas and learn from other delegates, money managers and consultants. Opal will kick off the event with its Annual Regatta Cup, in which attendees will have the opportunity to work with a professional sailing charter crew while competing against industry peers.

October 21, 2021

Opal Group Family Office & Private Wealth Management Forum West 2021

Napa Valley Marriott Hotel & Spa, Napa, CA

Come and join Opal Financial Group's Annual Family Office & Private Wealth Management Forum - West. Known for the fastest growing population of newly structured family offices in the world, Northern California is largely dominated by first and second-generation families from the Silicon Valley. Investment strategies such as Private Equity, Venture Capital, and Technology will be familiar themes throughout this conference. Investment managers and families will come together to discuss the foundations in which they built their wealth, and uncork the various investment strategies in which to keep their portfolios growing and plentiful. Additional hot topics such as impact investing, alternatives, and the trustee beneficiary relationship, will allow for delegates to sample a diverse blend of palatable subjects while networking amongst a top tier group of private wealth professionals.

December 10-11 2021

Opal Alternative Investing Summit 2021

Dana Point, CA

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.

Year 2020 Schedule

October 6, 2020

HFM West Coast Summit

TBC, San Francisco, CA

The HFM West Coast Summit is an exclusive educational and networking forum where senior executives from hedge funds based in San Francisco and the surrounding areas, can meet to discuss the big issues currently impacting their firms and their roles. Returning for the 7th year, find out what changes will influence the upcoming year.

June 18, 2020

HedgeweekLive

The University Club, New York, NY

HedgeweekLIVE: 'How to successfully launch a hedge fund in 2020', hosted by Hedgeweek, sets out to provide a forum for delegates to understand each of the critical steps involved to successfully bring a hedge fund to market in what remains the single largest jurisdiction (from an asset raising perspective).

The event will also cover the elements that are required post-launch when running an emerging hedge fund and navigating through what is often considered the hardest stage of a fund management company’s lifecycle. Through a series of in-depth panel discussions, presentations and case studies, the event will lay out the main considerations for start-ups and emerging fund managers, from legal structuring and ODD best practices, all the way through to devising an impactful marketing and distribution strategy.