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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

February 2018

Cap Intro: Alternative Investing Funds East

When: January 29, 2018
Where: Capital Grille - Wall Street, New York
Organiser: Catalyst
This event is investor driven. It is a transactional event that host alpha-oriented investment managers and institutional grade investors that are introduced to each other with a view to become investment partners. This event focuses on alternative investing funds on the East coast of the US. Strategies covered include: long/short equity and long-only, merger arb, overlay, event driven, quantitative, macro and CTAs, emerging markets, credit and fixed income, relative value, distressed, commodities and more. Introductions are accomplished through private meetings that are arranged prior the event in an investor driven fashion based on the merits of each investment manager and the requests made by the investors. Investors are pre-screened and pre-qualified prior the events by questionnaires and talks. Investors constitute predominantly single and multi-family offices, endowment and foundations and their advisors located in the US and internationally.

European Family Office Winter Symposium 2018

When: February 26-27, 2018
Where: One Great George Street, London, UK
Organiser: Opal Group
The symposium will explore the challenges and opportunities in the global investment climate. Private investors and asset managers will visit this event to discuss the latest trends and issues in the industry. The programme blends educational discussion panels led by thought leaders and pre-arranged one-to-one meetings.
The symposium aims to provide an educational environment for productive networking and the fluid exchange of ideas. Topics covered will include: global economic outlook; new challenges in structuring your family office; tax efficient portfolio construction; new investment styles for family offices; best practices in impact investing; asset protection strategies; challenges of the trustee/beneficiary relationship; how to raise capital from family offices; direct investing/co-investing; risk management; private equity and venture investing for family offices; impact investing and engaging the next generation

March 2018

Family Office Winter Forum 2018

When: March 1, 2018
Where: New York Marriott Marquis, New York, NY
Organiser: Opal Group
This one day event includes interactive panel discussions and networking breaks. With over 500 delegates there will be many opportunities to meet potential clients. Trending investment topics will be addressed by some of Wall Street’s most sought after managers and advisors. Themes of family governance, alternatives and impact investing will be covered. The conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. Power Point presentations are prohibited during the sessions but may be made available on the mobile app. Only standalone speakers will be allowed to use PowerPoints, but cannot pitch products or advertise anything with their firms.

 

Cap Intro: Credit | Fixed Income Alternative Investing

When: March 8, 2018
Where: Capital Grille - Wall Street, New York
Organiser: Catalyst
This event is investor driven. It is a transactional event that host alpha-oriented investment managers and institutional grade 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, among others: relative value, structured credit, sovereign debt, trade finance, peer-to-peer lending, RMBS/CMBS, consumer loans, corporate lending, bridge financing, convertible arbitrage and mezzanine and distressed debt. Introductions are accomplished through private meetings that are arranged prior the event in an investor driven fashion based on the merits of each investment manager and the requests made by the investors. Investors are pre-screened and pre-qualified prior the events by questionnaires and talks. Investors constitute predominantly single and multi-family offices, endowment and foundations and their advisors located in the US and internationally.

AI, Machine Learning and Sentiment Analysis Applied to Financial Markets

When: March 13-14, 2018 (workshops March 12 and March 15)
Where: IIM Bangalore, Bannerghatta Road, Bilekahalli, Bengaluru, Karnataka 560076, Bangalore, India
Organiser: Unicom
Artificial intelligence (AI) is the new technology that offers an automated, faster and more efficient solution to measuring performance, especially popular with financial and marketing organisations. This event gives delegates access to leading subject experts from UK, US, Europe and India/Hong Kong. The programme includes the latest state-of-the-art research, practical applications and case studies as well as expect technical and in-depth presentations and discussions. There will be networking opportunities throughout with all participants, including presenters, investors and exhibitors. Participants will be presented with insights on how they can exploit these technological advances for themselves and their companies.
Topics 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
By attending this event, participants can earn GARP/CPD credit hours.
Workshop March 12: Applications of Deep Learning: Explained with Use Cases
The explosive growth of data and its harnessing through Artificial Intelligence have impacted most of the B2B and B2C businesses and markets. There is considerable interest in acquiring knowledge and skills in this field. This half day tutorial introduces the motivations, concepts, models and algorithms which are used in deep learning. We then explain how it is applied in domains of natural language processing and image classification. The illustrative prototype applications are constructed using TensorFlow. Participants will learn how to build and deploy deep learning models using TensorFlow.
Workshop March 15: Market Microstructure and Algorithmic Trading
Introduction to Market Microstructure, Liquidity and Trading
Avoiding Overfitting in Machine Learning
Insufficient historical data is a major hurdle in building a trading model free from data snooping bias. The talk will discuss several techniques, some borrowed from machine le applying machine learning in different kinds of algorithmic trading strategies
Applying Machine Learning in different kinds of algorithmic trading strategies
The objective of this course is to show how to create databases from own strategies and adapt it for machine learning methods. Besides presenting different generic algorithmic trading strategies, some machine learning methods are also explained with a discussion about different kinds of validation processes.

Real Estate Investment Summit 2018

When: March 25- 27, 2018
Where: Eden Roc Miami Beach Resort, Miami, FL
Organiser: Opal Group
Network with the industry’s leading experts as they analyse the opportunities and challenges in the real estate market. The conference will focus on the latest developments in the marketplace. It will analyse the opportunities and challenges in the real estate market, examine best practices and explore new deal making strategies.
The event is aimed at real estate professionals, hedge fund managers, private investors, family offices, pension funds and other institutional investors. It will provide various networking opportunities along with an educational platform.
The conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. Power Point presentations are prohibited during the sessions but may be made available on the mobile app.
Topics to be covered will include: market update and forecast; financing and capital sources; new investment strategies; 1031 exchange; opportunistic deals & emerging funds; deal structuring; opportunities in distressed assets; tax efficient investing; single family residential; multifamily investing; crowd funding; real assets; retail and net lease; and co-investing with family offices alternative investments and institutional investors

April 2018

Cap Intro: Private Equity Fund Investing

When: April 9, 2018
Where: Capital Grille - Wall Street, New York
Organiser: Catalyst
This event is investor driven. It is a transactional event that host alpha-oriented investment managers and institutional grade investors that are introduced to each other with a view to become investment partners. This event focuses on the private equity fund investing industry. Strategies will include, among others: venture capital, high growth, mid-market, pre-IPO, regional/international funds, direct deals, and industry specific focus in health care, technology, media, telecom, internet, IoT, business services, energy/oil, cyber security and fintech. Introductions are accomplished through private meetings that are arranged prior the event in an investor driven fashion based on the merits of each investment manager and the requests made by the investors. Investors are pre-screened and pre-qualified prior the events by questionnaires and talks. Investors constitute predominantly single and multi-family offices, endowment and foundations and their advisors located in the US and internationally.

Opal Exchange 2018

When: April 24-25, 2018 (pre-event networking activity April 22)
Where: Hilton West Palm Beach, West Palm Beach, FL
Organiser: Opal Group
Utilising a sophisticated meeting scheduler, managers and qualified investors are able to pre-arrange purposeful meetings with like-minded delegates. The event provides networking opportunities through pre-arranged one on one meetings and networking breakfast, lunch and cocktail receptions. Opal Group will host a pre-event networking activity on April 22 for registered participants. Held in conjunction with attendees from the Impact Investing Forum, there will be a networking brunch at the International Polo Club Palm Beach where the 114th US Open Polo Championship will be held. This is a private brunch and requires separate registration. Limited tickets are available.