Direct Investment 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

September 2020

Direct Investment Forum

When: September 10 2020
Where: Virtual
Organiser: Opal
This event will address what has happened in the current direct and co-investment marketplace. It will look at a variety of topics that discuss strategies for directly investing and co-investing into early stage portfolio companies – real estate, private equity, and venture capital deals. It will also explore how investors from the institutional and private wealth world are shifting their asset allocation plans to the private market space in an effort to counter future market shifts by using direct and co-investment vehicles.

October 2020

Virtual Endowment & Foundation Forum 2020

When: October 1, 2020
Where: Virtual
Organiser: Opal Group
The forum will provide a virtual platform for delegates to exchange ideas and best practices covering investment strategy and portfolio planning. The meeting will provide insight on how endowments and foundations can best navigate the current market’s unchartered waters.
Participants will be able to view live keynotes and panel discussions presented by the industry’s leaders. Participants will speak on topics including necessary adjustments suggested for endowment governance, means of capturing alpha in a portfolio, methods of choosing managers, and problems of ethics and liability in fiduciary planning.
The virtual format allows for: one on one and group meetings; an exhibit hall with branded interactive booths; the ability to connect and share contact details with one another; custom one to one meeting rooms with video conferencing (pre-arranged meetings between LPs/allocators and sponsor managers); live video keynote speakers and panel presentations with questions and answers; collateral information sharing; and live chatting options in sessions, private rooms and lounge areas for peer to peer or group networking via live chat or video chat.

Family Office & Private Wealth Management Forum West 2020

When: October 21-23, 2020
Where: Napa Valley Marriott Hotel & Spa, Napa, CA
Organiser: Opal
Known for the fastest growing population of newly structured family offices in the world, northern California is largely dominated by first and second-generation families from Silicon Valley. Investment strategies such as private equity, venture capital, and technology will be familiar themes throughout this conference. Investment managers and families come together at the event to discuss the foundations in which they built their wealth and uncork the various investment strategies in which to keep their portfolios growing. Additional topics such as impact investing, alternatives and the trustee beneficiary relationship will allow for delegates to sample a diverse blend of palatable subjects while networking amongst a top tier group of private wealth professionals.

GAIM

When: October 27-28, 2020
Where: Online virtual conference delivered live (UK time) and on-demand afterwards
Organiser: Informa
Tune into sessions, join Q&As and participate in audience polls, all happening online. Delegates will be able to connect before, during and after the event with 1:1 or group video meetings. There will be structured networking sessions and serendipitous encounters.
Learn from leading investors how to invest, hedge and secure returns in today’s alternative asset classes. Understand how to prepare for a market sell-off and to construct a diverse and stable portfolio.
To ensure representation from the entire investment community, we have set aside a limited number of complimentary passes for executives from endowments, foundations, pensions, sovereign wealth funds, insurance, allocators and family offices.

Use code FKW54258VAJP to register for the conference.

December 2020

Alternative Investing Summit 2020

When: December 6-8, 2020
Where: Ritz Carlton, Dana Point, CA
Organiser: Opal
The summit brings 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 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 conference will discuss 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.