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November 2018

Impact Investing Forum North

When: September 12-13, 2018
Where: Hilton Midtown, New York, NY
Organiser: Opal
The forum will look at many of the asset classes active in this area. Attendees will meet top influencers, experienced public and private investors, money managers and service providers that are leading the way in this sector. Themes covered at the event include defining impact investing, portfolio construction, asset class opportunities and the role of the investor. The conference will feature dialogue driven panel discussions led by consultants, family offices, endowments, foundations and public and private pension systems. Power Point presentations are prohibited during the sessions but may be made available on the mobile app.

European CLO Summit

When: October 9, 2018
Where: London Marriott Hotel Grosvenor Square, London
Organiser: Opal
The summit is an educational forum designed for investors, issuers, underwriters, rating agencies, lawyers and accountants. At the event 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 provide attendees with the tools necessary to stay one step ahead of their competitors. Topics to be covered include: the current state and outlook for the global CLO market; CLO equity; CLOS, a tool to fund the real economy; how to analyse structural features of a CLO; CLO 2.0’s evolution not revolution, 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 new CLO; how to construct a CLO; and successful CLO management strategies and structures in the current environment.

Real Estate Private Equity Forum-

When: October 23, 2018
Where: Napa Valley Marriott Hotel & Spa, Napa Valley, CA
Organiser: Opal

The forum will explore the role of private equity real estate as well as the emergence of private real estate debt as a Wall Street power. Topics will include: private equity real estate performance including core, core-plus, opportunistic and value-added; deal flow by commercial property type, such as industrial, multifamily, office space, retail; sourcing debt, leaseback and private equity capital for commercial real estate investment and development; the rise of private real estate debt; fundraising and deal structuring; the impact of “Trumponomics” on commercial real estate investment; and a retrospective on the 2008 real estate bubble and global financial crisis.

ASK 2018 Real Estate & Infrastructure

When: October 23, 2018
Where: Conrad Seoul Hotel, Seoul, South Korea
Organiser: ASK
ASK is a department of The Korea Economic Daily, a media group in Korea and exclusively focused on organising events in relation to alternative investment classes including private equity, private debt, real estate, hedge funds, infrastructure and other assets. Investors and fund managers have opportunities to network at the event.

Family Office & Private Wealth Management Forum West 2018

When: October 24- 26, 2018
Where: Napa Valley Marriott, Napa, CA
Organiser: Opal Group
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 the various investment strategies in which to keep their portfolios growing. Additional topics include impact investing, alternatives and the trustee beneficiary relationship.

China Alternatives Investment Summit 2018

When: October 26-27, 2018
Where: Beijing
Organiser: Finfoglobal
The conference will focus on a number of subjects relating to alternative investment including ETF market development trends, the rise of passive investment strategies and current investment opportunities. Other topics to be covered include: challenges in structuring a family office in Asia; artificial intelligence and robo advisory; pension fund thinking and what the opportunities and challenges in the 2019 will be; A-shares market outlook; fund of hedge fund and  fund selectors; offshore RMB hedging and CNH futures; offshore trust service; a global view and investment of China’s fund managers; and best practice in setting-up an offshore hedge fund and hedge fund structure, administration or SPC as well as other related topics. In addition sessions will look at exploiting data and quantitative investment processes, active quant equity investment, machine learning to generate alpha and new opportunities in CTA strategies. Socially responsible investing and how to sustain wealth throughout intergenerational transitions will also be discussed. Investors, asset managers, private banks, ETF issuers and around 600 buy-side and sell-side executives are expected to attend.

Financial revolution – Sentiment Analysis, AI and Machine Learning

When: October 30, 2018
Where: Hilton Zurich Airport, Hohenbühlstrasse 10, 8152, Opfikon
Organiser: UniCom
This conference will help demystify the buzz around artificial intelligence (AI) and differentiate the reality from the hype. Learn about how companies can benefit from the unprecedented progress in AI technologies. Participants will be presented with insights on how they can explore technological advances. Topics to be covered include: fundamentals and applications of machine learning and deep learning; pattern classifiers, natural language processing (NLP) and AI applied to data, text and multi-media; sentiment scores combined with neo-classical models of finance; financial analytics underpinned by qualitative and quantitative methods; predictive and normative analysis applied to finance; behavioural and cognitive science; and the future of AI and its impact on industries. The programme includes the latest state-of-the-art research, practical applications and case studies.

Greenwich Economic Forum

When: November 15-16, 2018
Where: Delamar Hotel, 500 Steamboat Road, Greenwich, CT 06830
Organisers: Connecticut Hedge Fund Association, Town of Greenwich, Greenwich Business Institute and Markets Group
The Greenwich Economic Forum is a gathering of the world’s most influential alternative managers and allocators. The forum will bring together more than 300 of the world’s leading minds in finance and public policy to discuss and debate the global risk environment. The forum will be a high level (CEO, CIO) summit for global leaders in asset management, finance and financial policy. Many of Greenwich’s most famous managers will be speaking, including Ray Dalio of Bridgewater Associates and Paul Tudor Jones of Tudor Investment, in addition to other world-class managers, investors and government and business leaders, domestically and internationally. Some of the topics to be discussed include: global capital markets in a world in transition; strategic asset allocation; global private market investing; Chinas financial markets; the importance of culture in business success; direct lending and the rise of private credit; the potential of artificial intelligence, algorithmic decision making and the singularity; private equity investment and others. Roundtable discussions include election results in worlds markets, managing political risk, US-China trade, emerging markets, Blockchain, cryptocurrency, machine learning, distressed debt (US and international) and other alternative assets.