Investment Consultants Forum

Organization: Opal Finanial Group

Venue: Crowne Plaza Times Square

Location: New York, New York, United States

Event Date/Time: Mar 04, 2013
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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.


Topics included:

  • The Evolving Role of Investment Consultants
  • What lies ahead in 2013: 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


1605 Broadway (at 49th Street)
New York
New York
United States


Opal Finanial Group