All Events

Hedge Funds & FoHFs

Private equity

Liquid alts



Real estate


Pension Funds


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Endowment & foundations

Family office & wealth managers

December 2017

QuantCon NYC

When: April 28- 30, 2017
Where: Marriott Marquis, New York City
Organiser: Quantopian
This algorithmic trading and quantitative finance conference includes interactive workshops, expert talks and tutorials on over-fitting, back testing, Bayesian global optimisation and more. The event also includes an algorithmic trading hackathon with ample networking opportunities with leaders from the quantitative finance world. Keynotes are Marcos López de Prado, senior managing director at Guggenheim Partners and Michael Kearns, professor at the computer and information science department at the University of Pennsylvania.
There is a 10 per cent discount for Alpha Journal readers on any ticket level. Use code: AlphaJournalQuantCon2017 .

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.

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.

Taiwan Wealth Management Forum 2017

When: November 21, 2017
Where: Grand Hyatt Taipei, No. 2, Songshou Road, Xinyi District, Taipei City, Taiwan 110
Organiser: Hubbis
There is a continued need for higher standards of professionalism and client education in the local industry as well as more expertise in advising individuals and families on diversification and allocation of their portfolios and on wealth preservation, business succession planning and wealth transfer. The event looks at wealth management organisation, compliant structures, sustainable business models, effective product platforms, technology infrastructure, compliance and risk management frameworks, training culture and expertise within all areas of the business.

China Wealth Management Forum 2017

Where: Ritz Carlton, Shanghai Pudong, Shanghai IFC, 8 Century Avenue, Shanghai, Lujiazui, Pudong 200120
When: November 23, 2017
Organiser: Hubbis
The event follows rapid growth in the onshore market in terms of numbers of high net worth and ultra high network individuals and greater demand for wealth preservation, planning and inter-generational transfer. Driving this trend towards estate planning is the increasing number of clients entering their mid-50s and early-60s. With these developments has come more penetration of managed wealth offerings in China on the back of innovation by local wealth mangers. Chinese markets remain the major investment focus and allocation for wealthy Chinese, despite the growing internationalisation of their investment strategy. The product and service aspects of China’s wealth management market need to evolve. This event will look at where the market is, the opportunities and challenges it faces and where it needs to go to move to the next level. This event is for anyone servicing wealthy clients – including local and universal retail banks, private banks, IFAs, family offices, local asset managers, securities firms and others. Speakers will provide insights from experts in overseas markets and elsewhere in Asia.

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.

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.

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.