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All Events

Hedge Funds & FoHFs

Private equity

Liquid alts

Infrastructure

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Real estate

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Pension Funds

Insurance

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Endowment & foundations

Family office & wealth managers

August 2017

British GRI 2017

When: April 25-26, 2017
Where: London
Organiser: GRI Club
The event is a get together of senior international and real estate local investors, developers and lenders. The event is a get-together of senior investors, lenders and developers active in Europe. The discussion format enables delegates to interact and engage with everyone in the room, quickly find the right partners for your business, build high value relationships and keep the conversation going afterwards. The discussions format allows delegates to interact with all in the room and find new business partners, build networking and open the door for further conversations. The event is a get-together of senior international and local real estate investors, lenders and developers. Members find the event useful in identifying possible business partners and investment opportunities. The discussion format enables delegates to interact with everyone in the room. GRI has no speakers or presentations. Instead, there is a selection of closed-door discussions where everyone can participate. The dynamic environment allows delegates to engage with peers in an informal and collegial setting.

Indian Wealth Management Forum 2017

When: August 23, 2017
Where: Sofitel Hotel, Level 2, Grand Salon C-57, Bandra Kurla Complex, Bandra East Mumbai 400051, India
Organiser: Hubbis
The event is aimed at the Indian wealth management community and is designed specifically for CEOs and senior management, product producers and business heads from local and universal private banks and retail banks, along with NBFCs, MFOs, national distributors, IFAs, registered investment advisers and insurance companies. Attendance is limited to 120. The agenda will consist of a blend of panel discussions, case studies and presentations on different aspects of the business with the aim of driving practical discussions to evolve the industry and take it to the next level. Subjects include the regulatory environment (how it will develop and what the opportunities and challenges are), driving revenue, cutting cost, how to become more relevant to clients as they seek more advice and get smarter and more demanding, performance management, enhancing capability, competency and capacity, evolving product offerings, providing advice, segmenting and serving the next generation and improving client education. Senior wealth management practitioners from overseas will share their insights and experiences in building businesses.

Investment Solutions 2017

When: August 31, 2017
Where: W Hotel, 1 Austin Road West, West Kowloon, Hong Kong
Organiser: Hubbis
The agenda will focus on the increasing need for product manufacturers and distributors to help clients use a broader range of investments that are more suitable and relevant to their needs. The themes covered include: structured products, funds, equities, fixed income, ETFs, alternatives, China, and India.

September 2017

Vietnam Wealth Management Forum 2017

When: September 7, 2017
Where: Park Hyatt Saigon, 2, Công Trường Lam Sơn, Bến Nghé, Ho Chi Minh City, Vietnam
Organiser: Hubbis
The event is focused on understanding the longer-term potential for wealth management in Vietnam and how to prepare for it. With a population fast-approaching 100m– around half of which is under 30 – it has been rapidly transitioning to a market-based economy. In the absence of many wealth management products and services that are common in other markets, transaction banking dominates. Only around 30 per cent or so of the population has a bank account. Banks are not allowed to sell mutual funds unless they have a securities licence and they are not allowed to offer dual-currency investments. The event is aimed at senior participants in retail banks, local asset management firms, insurance companies and other players interested in the development if wealth management in Vietnam. Speakers will provide insights from experts in overseas markets to understand wealth management, share best practices and review the components of successful businesses.

Women’s Investment Management Leadership Summit 2017

Where: Crowne Plaza Hotel, Times Square, New York, NY
When: September 14, 2017
Organiser: Opal Group
The summit aims to empower more female leaders in the investment management industry. The idea of the summit is to provide an inclusive atmosphere where delegates connect and discuss ideas on career advancement, needed steps towards increasing gender equality and trends in investment portfolio management. This event will have shared networking receptions with the emerging managers summit held in the same venue.

Emerging Managers Summit 2017

When: September 14, 2017 - September 15, 2017
Where: Crowne Plaza Hotel, Times Square, New York, NY
Organiser: Opal Group
This event programme will highlight the benefits and opportunities for institutional and private wealth investors to invest in new, diverse, emerging managers and boutique fund managers. In addition to networking with key decision-makers of family offices and pension funds, new managers will be able to connect and exchange best practice ideas with their peers. Attendees will be able to hear from the nation’s leaders in the emerging manager market. Topics covered will include: the role of service providers and brokers; capitalising on equity investments; consultants; effective marketing methods; successful investment and business strategies to raise capital; emerging non-correlated fund strategies; equity investing; fixed income and credit; how to select investment managers by distinguishing between luck and skill; investing in emerging real estate managers; investing in international and emerging markets; benefits of investing in small and emerging managers; legal and compliance guidelines; opportunities in emerging hedge funds; showcase: meet the managers; strategies to outperform your larger peers; the advantages of investing in a women owned firm; how to get on the radar of consultants; investing in innovative ideas and benefits of investing in smaller managers.

Catalyst Cap Intro: L/S Equity | Event Driven Investing

When: September 18, 2017
Where: New York
Organiser: Catalyst Financial Partners
The event is sector focused, investor driven and hosts hand-picked investment managers and investors that are introduced to each other with a view to become investment partners. This event focuses on the long/short equity and event driven investing sector. Strategies covered include fundamental research, global equity, merger arbitrage, small/micro caps, regional/international, industry specific, trend/signals, as well as event driven funds based on behaviour, public reports, litigation, adverse news, structural change, insider filings and more.

October 2017

Catalyst Cap Intro: Credit | Fixed Income Alternative Investing

When: October 16, 2017
Where: New York
Organiser: Catalyst Financial Partners
The event is sector focused, investor driven and hosts hand-picked investment managers and investors that are introduced to each other with a view to become investment partners. This event focuses on the credit and fixed income alternative investing sectors. Strategies include relative value, structured credit, sovereign debt, trade finance, peer-to-peer lending, RMBS/CMBS, consumer loans, corporate lending, bridge financing, convertible arbitrage, mezzanine debt and others.