PartnerConnect West 2019

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

September 2019

PartnerConnect West 2019

When: 23 - 25 September 23-25, 2019
Where: Fairmont Hotel San Francisco
Organiser: Partner Connecct Events
The conference welcomes over 250 limited partners and private equity/venture capital general partnerships for targeted networking and educational sessions focused on the most pressing trends in the private market. The event will feature theExecConnect meetings programme where LPs and GPs meet for one-on-one, 20-minute meetings that are pre-arranged by the conference producers and proprietary match-making system.
The agenda will discuss: how GPs are finding the next home run investment; how growth equity is evolving and its impact on the venture and private equity landscape; how to set up a direct co-investment programme; how to move from being an independent sponsor to a captive fund; creative ways to entice LPs into your fund; opportunities for minority and women-led private equity firms; where we are in the cycle and will the bull market continue; trends to optimise the capital structure of leveraged loans; and robotics, space, drones and AI.

October 2019

Private Equity Real Estate Forum

When: October 22, 2019
Where: Napa Valley Marriott Hotel & Spa, Napa, CA
Organiser: Opal Group
Private equity real estate is a multi-trillion-dollar global fund industry. Commercial real estate is considered a capital market instrument — the “fourth asset class,” on a par with cash, fixed income and equity. The forum will explore the role of private equity real estate as well as the emergence of private real estate debt.
Some of the topics to be discussed at the event include: private equity real estate performance including core, core-plus, opportunistic and value-added; Deal flow by commercial property type, such as industrial, multifamily, office space, retail; Sourcing debt, leaseback and private equity capital for commercial real estate investment and development; the rise of private real estate debt; fundraising and deal structuring; the impact of “Trumponomics” on commercial real estate investment; and a retrospective on the 2008 real estate bubble and global financial crisis.

Family Office & Private Wealth Management Forum West

When: October 23-25, 2019
Where: Napa Valley Marriott Hotel & Spa, Napa, CA
Organiser: Opal Group
Over the three days, family offices, private investors, and investment managers will discuss the past recession and explore the best ways to map out their portfolios. With over 1,000 delegates there will be many opportunities to meet potential clients. Discussions will cover a wide variety of investment topics. Investment strategies such as Private Equity, Venture Capital and Technology will be themes throughout this conference. Additional hot topics such as impact investing, alternatives and the trustee beneficiary relationship will allow delegates to sample a diverse blend of subjects while networking.

Financial Evolution: AI, Machine Learning & Sentiment Analysis

When: October 29, 2019
Where: Hilton Zurich Airport, Switzerland
Organiser: Unicom
The finance industry is expected to lead the way in adoption of artificial intelligence (AI) with a significant projected increase in spending over the next three years. In order to process and understand the masses of data, methods such as machine learning and sentiment analysis have become essential to open the gateway to data analytics.
This is a sophisticated conference that interrogates and explores the implications of AI and machine learning in the financial services industry as well as identifying the investment opportunities of sharing knowledge and exploiting intellectual property in the finance domain.
Delegates will learn how to benefit from the progress in technological advances; find out about the impact of quantum computing and alternative data; benefit from the experience of world class presenters from the UK, US, Europe and India/Hong Kong; and gain exclusive insights into pioneering projects in AI, machine learning and sentiment analysis in finance.
The programme includes the latest state-of-the-art research, practical applications and case studies as well as networking opportunities.

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.

Alternative Investment Management Summit (AIM Summit)

When: November 20-21, 2019
Where: Abu Dhabi
Organiser: AIM Summit
The summit is a platform for discussions on investment developments, global market conditions and latest trends. It acts as a gthering and connecting regional investors and managers in the world of alternatives (hedge funds, private equity, venture capital, private debt) with global industry leaders. The summit is a platform for discussions on investment developments, global market conditions, latest trends and acts as a networking forum for future business opportunities. The conference is conducted in an intimate setup to induce discussions on the best practices and know-how.

December 2019

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.

Marketplace Lending & Alternative Financing Summit

When: December 8-10, 2019
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, accountant, and other related industry professionals. Those attending the conference will learn from and network with industry leaders to gain insight on the newest techniques to maximise returns and reduce risk exposure in marketplace lending.
Delegates will begiven 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.
Some topics to be covered include: the current state and outlook of the marketplace lending industry; legal and regulatory issues; debt investor roundtable; raising capital in the current environment; the secondary market; platforms partnering with banks; reporting requirements; small business lending; securitisation; valuation methodology; and online lending trends in the US and abroad.