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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

July 2019

Marketplace Lending & Specialty Finance East

When: June 4, 2019
Where: Arnold & Porter, New York, NY
Organisers: presented by Opal Group and Arnold & Porter
Delegates will enjoy a day of interactive panel discussions and networking breaks. With over 250 delegates there will be opportunities to meet potential clients, learn from industry experts and create partnerships. While in the session room, trending topics will be addressed by some of the fields’ thought leaders. Some of the topics to be discussed include: legal and  regulatory issues; what is new in marketplace lending securitisations; partnerships with banks, fintechs and platforms; the future of alternative lending; student loans; trends in small business lending; auto loans; fraud prevention, data security and verification; capital markets outlook; opportunities in real estate; and blockchain and its application potential in the financial sector.

Cap Intro: Credit | Fixed Income Alternative Investing

When: June 17, 2019
Where: New York
Organiser: Catalyst Financial Partners
The event is investor driven and 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 alternative investing strategies in the credit and fixed income sectors. At the event managers give short presentations during lunch, followed by meeting sessions. There are no service providers, only managers and investors.

12th Annual PartnerConnect Midwest 2019

When: June 24-26, 2019
Where: Sofitel Hotel, Chicago
Organiser: PartnerConnect Events
The event will feature content on private equity deal-making and fundraising. A special track on emerging managers, co-investment, credit, deals, family offices and opportunity zones will also be highlighted. Over 300  senior level, largely LPs or GPs, are expected to attend with 85 per cent managing director/partner level and around 40 per cent LPs and 45 per cent GPs. The ExecConnectprogramme — LP-GP 1:1 private meetings — has resulted in billions of dollars raised over 11,000 meetings at similar events

3rd Annual Emerging Manager Connect 2019

When: July 23, 2019
Where: The Pierre Hotel, New York
Organiser: PartnerConnect Events
The one-day event will enhance the visibility of emerging and diverse investment managers by delivering access to capital providers including institutional investors. Attendees to the event will be able to network with more than 300 senior level — largely limited and general partners (LPs and GPs). Attendees are 85 per cent managing director/partner level with 40 per cent LP and 45 per cent GP. The conference offers networking opportunities for LPs to meet and invest in new, small, diverse and women-owned, emerging fund managers while hearing from industry leaders. Join professionals to acquire industry insight for best practice on deal-making and fund raising. Those attending have the opportunity to enrol in the ExecConnect meeting programme where the organiser actively arranges 1:1 meetings between LPs and GPs. 
Limited partners registration is complimentary. 

September 2019

Impact Investing Forum North

When: September 23-24, 2019
Where:Crowne Plaza Times Square Manhattan, New York, NY
Organiser: Opal
Impact investing is an approach that seeks to create positive social and environmental impact alongside a financial return. The forum will look at many of the asset classes that encompass impact investing. Delegates will meet top influencers, experienced public and private investors, money managers and service providers that are leading in this area. Themes of defining impact investing, portfolio construction, asset class opportunities and the role of the investor are a few of the topics to be covered at the event.

Emerging Managers Summit

When: September 23- 24, 2019
Where: Crowne Plaza Times Square Manhattan, New York, NY
Organiser: Opal
The summit programme highlights the benefits and opportunities for institutional and private wealth investors to invest in new, small, diverse and women-owned, emerging and boutique fund managers. In addition to networking with key decision-makers of family offices, endowments, foundations and pension funds, boutique and new managers will be able to connect and exchange best practice ideas with their peers. Delegates will hear from the nation’s leaders in the new and ever-changing emerging manager market. Delegates will hear from the nation’s leaders in the new and ever-changing emerging manager market. The conference format is designed to be educational with fireside chat style panels. Only a few educational standalone presentations will be permitted.
Some of the topics to be discussed include: strategies to outperform your larger peers; investor perspective: benefits of investing in small and emerging managers; fixed income and credit; investing in emerging real estate; investing in innovative ideas; opportunities in emerging hedge funds; advantages of a woman owned firm; effective marketing methods; and boosting results: the role of service providers and brokers

October 2019

European CLO Summit

When: October 15, 2019
Where: London Marriott Hotel Grosvenor Square, London
Organiser: Opal
At this conference delegates will 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.

November 2019

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.