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LDJ Capital, The Soho Loft Media Group and Victoria Global covered OPAL’s Public Funds Summit East in NewPort, Rhode Island on 20th to 22nd July 2015

July 29, 2015 – NEW YORK — Trustees, pension representatives, real estate managers, private equity firms, venture capitalists, funds of funds, insurance and benefit companies, equity managers, hedge funds, consultants, attorneys and other professions converged at the NewPort Marriott, NewPort, Rhode Island for the Public Funds Summit East. The two and a half day annual event organized by Opal Financial Group discussed issues about financing beneficiary liabilities in an environment where returns are declining while striking a balance between reward and risk paradigms. With the summit theme “Navigate the Future”, discussions on how surplus returns will impact on staff benefit plans as well as carefully review the processes of selecting and evaluating investment managers were held.

The Chairman of LDJ Capital, The Soho Loft Media Group and Victoria Global David Drake says, “There is a Chinese proverb that encourages people to look at problems as opportunities. Problems occur when fundamental change is needed or when there is need to shift from old paradigms to new ones. That is how the business environment is. Rather than choosing the company they can invest in, they need to decide which project to invest in. There is a shift in investment decisions from company driven to project driven.”

The summit agenda started off with an Annual Regatta Cup where attendees worked with a crew of professional sailing charter. The summit  featured exclusive panel discussions with dialogues driven by family offices and consultants, keynote speeches and networking breaks. Some of the topics that attendees discussed include “Pension Outlook: An overview of the Retirement System in the United States”, “Emerging Strategies and Styles for Investing”, “Best Practices in Asset Allocation”, “Challenges of Public Pension Plans”, and “Equity Investing and Controlling Risks”. Attendees had  engaging discussions around topics such as “Hedge Fund’s Role in Pension Portfolios”, “Opportunities in the Real Estate Sector” and “Risk Management and Measurements: Factors to Consider during Asset Allocation”. Attendees werer treated to a cocktail reception at the end of day one and a summer social party with live music at the end of day two.

A roster of panelists and moderators led discussions during this two and a half day event, and they included:

Associate Partner – Institutional Advisory Solutions, Aon Hewitt
Board Member & Trustee –  Deerfield Beach Fire Pension
Chairman – Police Retirement System at Austin
Chief Investment Officer – Employees Retirement System, Rhode Island
Chief Investment Officer and Senior Vice President – Segal Rogerscasey
CIO & Global Head of Fund Services – Maples Fund Services Inc, Canada
CIO & Partner –  Amerin Capital Partners
Client Portfolio Manager – OFI Global
Co-CIO & Portfolio Manager, Wellesley Investment Advisors, Inc.
Director – City of Lakeland & Retirement System
Director of Institutional Business Development –  CBOE
Executive Director – Jacksonville Police & Fire Pension Fund
Executive Director, Strategic Investors (SIFIRM) US Family Syndicate
General Counsel – Police Pension Fund, New York City
Managing Director – Angelo Gordon
Managing Principal – TerraCap Management, LLC
President – Public Pension Fund Association in  Illinois
President – Louisiana Trustee Education Council
Senior Vice President – Callan Associates
Senior Vice President – Meketa Investment Group
State Treasurer – Kansas State
State Treasurer – Maine State
Trustee – Employees Retirement Association at San Diego County
Vice President and Institutional Portfolio Manager – Eaton-Vance Investment Management

Executive Sponsors for this event were Battea Class Action Services, Doubleline, Wellesley Investment Advisors and Kingsland Capital Management. Cocktails were sponsored by Labaton Sucharow while general sponsors included AG&Co, CBOE Execute Success, KutakRock LLP, Marples Fund Services, Tortoise Capital Investors, OFI Global and STOXX. Media partners for this event included Alpha Journals, CAPITAL HEDGE, Focus Economics, The Soho Loft Media Group, HFObserver, VC Experts, Victoria Global, Events in America, Hedge Connection and LDJ Capital.

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THE SOHO LOFT Media Group (

The Soho Loft Media Group is a global financial media company with 3 divisions:

TIMES IMPACT PUBLICATIONS produces relevant content on investing and entrepreneurship that are published and syndicated in 100+ leading online publications and growing.

THE SOHO LOFT CONFERENCES organizes up to 200+ investor-focused global summits, talks and events annually.

VICTORIA GLOBAL Corporate Communications specializes in client Investor Relations, Public Relations, Branding and Social Media Marketing.

The Soho Loft Media Group is your global partner for your investment and business strategies.

For inquiries, contact or call 212.845.9652

Image: Newport Harbor
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