Opportunity Zones Forum

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

June 2019

Opportunity Zones Forum

When: June 3, 2019
Where: Crowne Plaza Times Square Manhattan, New York City
Organiser: Opal Group
Coming off the US government’s Opportunity Zone (or OZ) programme, created as part of the 2017 tax cuts and Jobs Act, the conference brings together experts, influencers and investors. The event will examine the importance of the programme and its impact on low-income and distressed communities as well as discuss how the program is encouraging long-term private sector investments in low-income urban and rural communities nationwide. The event explores the OZ investment process and regulations and current opportunities of the programme and future potential implications of investing through Qualified Opportunity Zones. Other topics to be discussed include structuring and fundraising a qualified opportunity zone fund; understanding the legal framework and tax incentives; the future of opportunity zones; industrial deals and multi-family deals; and private placement memorandums and risk factors.

Alternative Investment Management Summit (AIM Summit)

When: June 12, 2019
Where: Hotel President Wilson, Geneva, Switzerland
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 .

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

Financial Evolution: AI, Machine Learning & Sentiment Analysis

When: June 25-26, 2019
Where: Rooms on Regent’s Park, London
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.

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.

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