­

All Events

Hedge Funds & FoHFs

Private equity

Liquid alts

Infrastructure

shaziafolio/Shutterstock.com

Real estate

Kamira/Shutterstock.com

Pension Funds

Insurance

e X p o s e/Shutterstock.com

Endowment & foundations

Family office & wealth managers

December 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.

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.

Marketplace Lending & Alternative Financing Summit 2017

When: December 3-5, 2017
Where: Monarch Beach Resort, Dana Point, CA
Organiser: Opal Group
The summit is an educational forum designed for investors, issuers, platforms, underwriters, banks rating agencies, lawyers, service providers, accountants and other related industry professionals. Attendees will learn and network with industry leaders to gain insight on the newest techniques to maximise returns and reduce risk exposure in this growing area of marketplace lending. They will be able to explore an in-depth review of the current landscape and what is to come in addition to hearing about rating agency methodology, legal, tax and structural considerations which will provide attendees with the tools necessary to stay one step ahead of their competitors. Potential panel topics include: the US consumer; the current state and outlook of the marketplace lending industry; legal and regulatory issues; raising capital in the current environment; the secondary market; the role of technology; platforms partnering with banks; reporting requirements; lenders’ outlook; small business lending; securitisation; capital markets outlook; the future of marketplace lending; valuation methodology; platforms; the landscape of the specialty finance sector; online lending trends in the US and abroad; current trends and the future of direct middle market lending; overview, trends and the future of marketplace/P2P lending; how online marketplace lenders are altering the specialty finance sector; an overview and trends of the European environment for marketplace lending; crowd funding; subprime/non-prime; the role of the broker dealer/RIA plays in marketplace platforms; alternative lending; and other topics.

Alternative Investing Summit 2017

When: December 3-5, 2017
Where: Ritz Carlton, Dana Point, CA
Organiser: Opal Group
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. Participants and delegates of this alternative investment 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 question of fees will be discussed along with a 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. The label "alternative" describes a nebulous investment class to many investors, especially those in the institutional world who have strict ethical and fiduciary obligations to their organisations. This conference will feature dialogue driven panel discussions led by consultants and family offices.

CLO Summit 2017

When: December 3-5, 2017
Where: Monarch Beach Resort, Dana Point, CA
Organiser: Opal Group
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 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 be covered. Other topics covered will include the current state and outlook for the global CLO market; CLO equity; how to analyse structural features of a CLO; CLO 2.0 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 CLO; how to construct a CLO; and successful CLO management strategies and structures in the current environment.

Reshaping Financial Services: Regulation, innovation and the new operational environment

When: December 4, 2017
Where: Royal Institute of International Affairs, Chatham House, 10 St James's Square, London SW1Y 4LE
Organiser: Royal Institute of International Affairs (Chatham House) in partnership with Innovate Finance
Technological advances and their adoption are changing the way traditional financial institutions conduct business and the way people access services in key financial centres and in emerging economies. This Chatham House City Series conference will evaluate different policy and regulatory approaches in a changing financial services sector and assess the opportunities and risks that accompany innovation across different financial markets. Some of the areas the conference will cover include: which regulatory models have proven successful in delivering value to consumer markets; where can frameworks be replicated and what role do regulators have; what systemic risks and opportunities  accompany ongoing technological innovations across mobile, crypto and cloud; what potential do these have to change the way people do finance and how can the risks be mitigated; how will ongoing political transitions continue to impact the financial services landscape; how will shifting priorities manifest themselves in regulatory approaches and frameworks; how do priorities and capacities differ across developed and emerging markets and how can regulators most effectively advance experimentation, inclusion and stability. The conference will be held under the Chatham House Rule.