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NEW YORK – Nov. 10, 2015 – LDJ Capital, The Soho Loft Media Group and Victoria Global supported Opal Group’s Investment Trends Summit on September 28 to 30, 2015 in California.


Family office executives, trustees, money managers, managers of pension funds, and other institutional investors who opt for structured programs with limited participants converged in Santa Barbara, California for the Investment Trends Summit organized by the Opal Group. The summit provided  an intimate, casual environment ideal for one-on-one meetings and networking. The Investment Trends Summit also featured more networking components that sustained deal flow and education.

This year’s Investment Trends Summit offered a valuable opportunity to family offices, pension funds and trustees to network and familiarize themselves with the current investment trends. – David Drake

According to LDJ Capital, The Soho Loft Media Group and Victoria Global Chairman David Drake, “This year’s Investment Trends Summit offered a valuable opportunity to family offices, pension funds and trustees to network and familiarize themselves with the current investment trends”.

The 2015 Investment Trends Summit agenda combined Opal’s signature one-on-one meetings and panel discussions featuring thought-provoking  discussions. Summit attendees discussed investment opportunities that have huge potential in the coming years. The topics discussed in the panels included “What investors should look for when deciding on Investment Strategies and Styles”, “The Challenges that Investors are Facing”, “What strategies in Asset Allocation work best in maximizing returns and the Hedge Fund role” and “Co-investing opportunities and the Manager of Managers Approach in Pension Plans.”  Other interesting topics included “Opportunities in Private Equity”, and “Compliance and Legal Issues” and “The current Alternative Financing Outlook”.  An  “Investor Roundtable”  was held in day two and the “Trustee Roundtable” in day three. The participants had an  Investor Breakfast  on day two of the summit.


Top 3 Family Offices Sadis & Goldberg, Tortoise Capital Advisors, and Mercer at Investment Summit

Top 3 Family Offices Investment Summit


Different speakers graced this year’s Investment Trends Summit, and included:

Advisor to Board – Jacksonville Police & Fire Pension Fund
Board Member & Trustee – Deerfield Beach Fire Pension
Chairman – INDORUS Holdings
Chief Investment Officer – The Laughren Group
Client Advisory Group Director – Windrose Advisors
Family Investment Officer – GenSpring Family Offices
Head of Consultant Relations & Institutional Sales – Tortoise Capital Advisors
Managing Director – Flynn Family Office
Partner –  Sadis & Goldberg LLP
Partner – Valgreen Advisors Ltd.
President – George Isaac Consulting
Principal and Investment Consultant – Mercer


The executive sponsors for this event were RockSpring and RPOST. The general sponsors for the event include LIBREMAX Capital, Nasdaq, CRESCENT BAY Holdings, Northern Trust, Thomas White International, SYFOGLOMAD, Tortoise Capital Advisors, SadisGoldberg LLP and Urban Southwest Capital, LLC. Media Partners for this event included LDJ Capital,, BloomBerg Brief, EurekaHedge, Global Risk Community,, LeeBug, MicroCapital, PitchBook, The Soho Loft Media Group, HedgeCoVest, IFC Review,, Treasury Management International,  Technology Networks and Victoria Global.


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Watch for more conferences produced or supported by The Soho Loft Media Group that are happening across the country and around the world, the next one may be in your city. To get VIP access to major conferences that intersect finance with key industries and for other exciting perks and benefits, consider the annual membership programs at

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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.

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