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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

December 2019

The Quant Conference 2019

When: November 1, 2019
Where: De Vere Grand Connaught Rooms, London
Organiser: The Quant Conference
The conference is designed as an educational setting where attendees can learn about the current trends in the field of quantitative finance. The event gives attendees a unique opportunity to network with aspiring students, professional peers, prospective employers, academics and investors. Speakers include industry leaders and academics providing insights from those pioneering this changes. The conference will provide a platform to broaden knowledge and network. Legendary hedge fund managers, distinguished academics, recognised investors and well-known investment bankers will be attending and speaking.
There will be a series of panels, standalone presentations and debates diving deep into the most relevant topics in quantitative finance.
Meetings can be scheduled in advance.
There is an equal split between industry and academia. Most of the industry professionals are executives and quants from buy-side and sell-side. Delegates from academia are mostly students, researchers and senior professors.

Cap Intro: Emerging Markets | Commodities Alternative Investing

When: November 4, 2019
Where: New York
Organiser: Catalyst Financial Partners
This event is investor driven and transactional with a of host alpha-oriented investment managers and institutional grade investors attending that are introduced to each other with a view to become investment partners. This event focuses on the real estate fund investing sectors. strategies covered include: development, added-value, commercial, single-multi residential, single family, luxury hotels, real estate financing and debt, bridge financing, infrastructure, projects and complexes, and international projects. Managers typically offer their products through investment funds, co-investment and direct deals.
At the event managers give short presentations during lunch, followed by meeting sessions. There are no service providers, only managers and investors. The event concludes with a networking wine reception. Introductions are through private meetings arranged prior to the event.
Investors are pre-screened and pre-qualified prior to the and are predominantly single and multi-family offices, investor intermediaries and end-investors located in the US as well as internationally.

Endowment & Foundation Forum

When: November 7-8, 2019
Where: Westin Copley Place, Boston, MA
Organiser: Opal Group
The forum will provide an exchange of ideas on portfolio planning and investment strategies. Rather than focusing on a particular investment style, the conference will examine a range of critical investment topics germane to endowments and foundations. The programme will also highlight the need to align fiscal strategy with values and missions. Participants and delegates will speak on topics including necessity for non-profit governance for endowments, means of capturing alpha in a portfolio, methods of choosing managers, and problems of ethics and liability in fiduciary planning.
The programme will address the pros and cons of investing in equity, fixed income, alternative, real estate products and many other areas. By targeting industry sectors, guest speakers and participants can gain a greater understanding of how organisations can utilise and dovetail with trending investment strategies.
Other topics to be covered include: asset allocation: identifying the appropriate asset classes for your portfolio; risk management; fixed income and credit markets; alternative strategies; equity investing; governance insights; philanthropy and program related investments; emerging and frontier markets; sustainable investing and fiduciary duty; CIO outsourcing; the changing landscape for endowments and foundations; and investing in opportunity zones.
The conference format is designed to be educational with fireside chat style panels. Only a few educational standalone presentations will be permitted. No PowerPoint presentations will be allowed for any panel discussions.

8th HED Conference

When: December 4-5, 2019
Where: Beijing, China
Organiser: Finfo Global 
The conference will focus on topics related to hedge funds, ETFs and derivatives. Around 300 to 400 attendees are expected to attend with banks, insurance companies, asset managers, funds of funds, public and private funds, securities, investors and service providers attending. Some of the topics to be covered over the two days include ETF market development trends; global overview of pension funds investment; ·accelerating China’s integration to the global payment system; best practices of asset allocation; outlook of a share market and stock connects; Hongkong Shanghai Connect, Shanghai London Connect; smart beta; active investment; ESG; quantitative investment; actor investing; offshore wealth management/trust/family offices,·trading technology, technology and AI; and· Chinese fund managers looking for global opportunities.

Alternative Investing Summit

When: December 4-6, 2019
Where: Ritz Carlton, Dana Point, CA
Organiser: Opal Group
Participants and delegates of this 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 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. The event will also 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. Some of the topics to be covered include: investor perspectives on alternatives; volatility; risk; asset allocation; real asset investing; direct and co-investing opportunities; and liquid alternatives.
The conference will exclusively feature dialogue driven panel discussions led by consultants and family offices.

CLO Summit

Where: Monarch Beach Resort, Dana Point, CA
When: December 8-10, 2019
Organiser: Opal
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 maximize 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.

Cap Intro: Real Estate Fund Investing

When: December 9, 2019
Where: New York
Organiser: Catalyst Financial Partners
This event is investor driven and transactional with a of host alpha-oriented investment managers and institutional grade investors attending that are introduced to each other with a view to become investment partners. This event focuses on the real estate fund investing sectors. strategies covered include: development, added-value, commercial, single-multi residential, single family, luxury hotels, real estate financing and debt, bridge financing, infrastructure, projects and complexes, and international projects. Managers typically offer their products through investment funds, co-investment and direct deals.
At the event managers give short presentations during lunch, followed by meeting sessions. There are no service providers, only managers and investors. The event concludes with a networking wine reception. Introductions are through private meetings arranged prior to the event.
Investors are pre-screened and pre-qualified prior to the and are predominantly single and multi-family offices, investor intermediaries and end-investors located in the US as well as internationally.

January 2020

Public Funds Summit

When: January 6-8, 2020
Where: Omni Scottsdale Resort & Spa, Montelucia, Scottsdale, Arizona
Organiser: Opal
The summit provides an environment where 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. The exchange of ideas is key in educating and identifying viable alternatives that will address these concerns. How investment managers across various strategies can aid public pension plans in ensuring a safe future for its members will be key in the conversations at the event.
Beyond the investment sphere, the event also looks at legal issues facing pension plans, ethics regulations and the importance of on-going education for plan sponsors and their fiduciaries. The summit will discuss the importance of politics and public perception of pension plans and the role trustees and pension officers have in creating a positive image for their plans.