Alpha Reporter

­

Strong performance in July cements 2017’s buoyant performance for hedge funds

July’s strong hedge fund performance was led by equity hedge, technology, healthcare and emerging markets strategies, according to the latest HFR data.

Private Markets Investment Forum 2018

When: January 8-10, 2018 Where: Hyatt Regency Scottsdale, Scottsdale, AZ Organiser: Opal Group The forum is a venue to foster open dialogue and professional education for institutional and high net worth capital allocators and managers. Presented as a series of panel discussions and standalone presentations, speakers will debate and discuss the trends, issues and challenges facing private markets. Topics likely to be covered include: decoding Trumponomics; private equity retailisation; fiscal, regulatory change under the Trump administration; pressure and pushback on transparent private equity fee, performance disclosure; fixing US infrastructure vs anti-privatisation; private equity direct and co-investment; “unicorn” venture capital risk; selling secondary private equity par value; timely divestment vs exiting too early or too late; rethinking opportunistic credit and private debt; alternative private real estate; “permanent” private equity capital; and investing for impact post-Paris accord.

Public Funds Summit 2018

When: January 8-10, 2018 Where: Hyatt Regency Scottsdale, Scottsdale, AZ Organiser: Opal Group The summit provides an environment in which members of the public sector can exchange ideas and learn from other delegates, money managers, and consultants. 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. How investment managers across various strategies can aid public pension plans in ensuring a safe future for its members will be a key discussion at the event. The exchange of ideas in and out of the session halls is key in educating and identifying viable alternatives that will address concerns. Beyond the investment sphere, other discussions will address legal issues facing pension plans, ethics regulations and the importance of on-going education for plan sponsors and their fiduciaries as well as the importance of politics and public perception of pension plans and the role that trustees and pension officers have in creating a positive image for their plans.

Alternative Investing Summit 2017

When: December 3-5, 2017 Where: Ritz Carlton, Dana Point, CA Organiser: Opal Group The summit will bring together trustees and representatives of institutions as well as money managers and consultants to explore the roles of alternative opportunities and strategies. 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. The question of fees will be discussed along with a 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. The label "alternative" describes a nebulous investment class to many investors, especially those in the institutional world who have strict ethical and fiduciary obligations to their organisations. This conference will feature dialogue driven panel discussions led by consultants and family offices.

Marketplace Lending & Alternative Financing Summit 2017

When: December 3-5, 2017 Where: Monarch Beach Resort, Dana Point, CA Organiser: Opal Group The summit is an educational forum designed for investors, issuers, platforms, underwriters, banks rating agencies, lawyers, service providers, accountants and other related industry professionals. Attendees will learn and network with industry leaders to gain insight on the newest techniques to maximise returns and reduce risk exposure in this growing area of marketplace lending. They will be able to explore an in-depth review of the current landscape and what is to come in addition to hearing about rating agency methodology, legal, tax and structural considerations which will provide attendees with the tools necessary to stay one step ahead of their competitors. Potential panel topics include: the US consumer; the current state and outlook of the marketplace lending industry; legal and regulatory issues; raising capital in the current environment; the secondary market; the role of technology; platforms partnering with banks; reporting requirements; lenders’ outlook; small business lending; securitisation; capital markets outlook; the future of marketplace lending; valuation methodology; platforms; the landscape of the specialty finance sector; online lending trends in the US and abroad; current trends and the future of direct middle market lending; overview, trends and the future of marketplace/P2P lending; how online marketplace lenders are altering the specialty finance sector; an overview and trends of the European environment for marketplace lending; crowd funding; subprime/non-prime; the role of the broker dealer/RIA plays in marketplace platforms; alternative lending; and other topics.

CLO Summit 2017

When: December 3-5, 2017 Where: Monarch Beach Resort, Dana Point, CA Organiser: Opal Group The summit is an educational forum designed for investors, issuers, underwriters, rating agencies, lawyers and accountants. At this conference they can learn the newest techniques to maximise returns and reduce risk exposure in this growing area of asset-backed finance. An in-depth review of recent regulatory changes in addition to rating agency methodology, legal, tax and structural considerations will be covered. Other topics covered will include the current state and outlook for the global CLO market; CLO equity; how to analyse structural features of a CLO; CLO 2.0 market backdrop and themes; manager screening and evaluation; securitisation and market place lending (P2P); CLO markets in a regulated environment/risk retention; evaluating leveraged loan market performance and direction; relative value in the CLO market; launching a CLO; how to construct a CLO; and successful CLO management strategies and structures in the current environment.

Endowment & Foundation Forum 2017

When: November 6-7, 2017 Where: Seaport Boston Hotel & World Trade Center, Boston, MA Organiser: Opal Group The conference will tackle issues that are most germane to US endowments and charitable foundations by examining critical investment topics as well as highlight the need to align fiscal strategy with values and missions. Participants and delegates will speak on a range of issues including necessity for non-profit governance for endowments, means of capturing alpha in a portfolio, methods of choosing money managers, and problems of ethics and liability in fiduciary planning. The programme will also address the pros and cons of investing in equity, fixed income, alternative, and real estate products. By attending participants can gain a greater understanding of how organisations can utilise and dovetail with trending investment strategies. This conference will feature dialogue driven panel discussions led by representatives of endowments, foundations, and consulting firms. Only standalone speakers will be allowed to use PowerPoints during their presentation. Other topics to be covered include new investment styles and strategies; economic outlook for endowments and foundations; multi-year planning mechanisms; challenges facing endowments and foundations; the art of manager selection and due diligence; identifying the appropriate asset classes for a portfolio; risk management; fixed income and credit markets; the new wave of alternative strategies; private equity investing; impact investing; governance insights; real estate; real assets; philanthropy and program related investments; sustainable investing and fiduciary duty and CIO outsourcing.

European CLO Summit 2017

When: November 2, 2017 Where: etc venues County Hall, London Organiser: Opal Group The summit is an educational forum designed for investors, issuers, underwriters, rating agencies, lawyers and accountants. At the conference sessions will focus on the newest techniques to maximise returns and reduce risk exposure in this area of asset-backed finance. An in-depth review of recent regulatory changes in addition to rating agency methodology, legal, tax and structural considerations will also be presented. Other topics covered will include the current state and outlook for the global CLO market; CLO equity; how to analyse structural features of a CLO; CLO 2.0 market backdrop and themes; manager screening and evaluation; securitisation and market place lending (P2P); CLO markets in a regulated environment/risk retention; evaluating leveraged loan market performance and direction; relative value in the CLO market; launching a CLO; how to construct a CLO; and successful CLO management strategies and structures in the current environment.