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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

October 2017

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.

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.

Indonesian Wealth Management Forum 2017

When: October 19, 2017
Where: Shangri-La, Jakarta, Jl Jend Sudirman Kav 1, Jakarta Pusat, DKI Jakarta 10220, Indonesia
Organiser: Hubbis
The event is for the wealth management community in Indonesia. This event is for anyone servicing wealthy clients including private banks, retail banks, insurance companies, securities firms, local asset managers and others. Experts will provide insights in overseas markets, share best practices, the components of successful businesses and lessons learned from developing and managing wealth management offerings and elsewhere in Asia.

Real Estate Family Office Meetings

When: October 19, 2017
Where: Herrick, Feinstein NYC, 2 Park Avenue, New York, New York 10016
Organiser: DC Finance
The event is dedicated to family offices and high net worth individuals’ investment into real estate. The investment opportunities in the sector are attracting family offices and HNWIs. It is the most common investment sector and one where allocations are rising every year. The meeting will look at residential, commercial and industrial investments made directly or through a fund (private equity, real estate investment trust or investment bank).

Asian Wealth Management Forum 2017

When: October 24, 2017
Where: Convention Point, Selnaustrasse 30, 8021 Zürich, Switzerland
Organiser: Hubbis
This is the only event of its kind in Switzerland dedicated to understanding the opportunity that the growth in Asian wealth represents. It looks in detail at the infrastructure, platforms, models, products and approaches that European-based organisations need to put in place in order to create propositions that will help Asia’s high net worth and ultra high net worth work with clients address concerns and meet their business and personal investment objectives. Many experienced practitioners from Hong Kong and Singapore will attend to discuss the realities of advising Asian clients and how the industry in Europe can take advantage of this. Topics are likely to include: what the Asian private banking and independent wealth landscapes look like today; the opportunities in wealth management; how international firms are getting on amid rising competition from regional and local players; where the biggest potential to develop a business in Asia exists; the best advice you for clients around investing in Asia. Practitioners will also share insights on the extent to which Switzerland and other parts of Europe are relevant to Asian clients. The event is designed for those in senior roles at single family offices, multi-family offices, independent/external asset management companies, private banks and other relevant wealth management institutions. European-based wealth managers will learn what Asian clients want from their wealth managers, how they like to access products and invest.

East Coast Family Office & Wealth Management Conference 2017

When: October 24, 2017
Where: The Union League Club, 38 East 37th Street, New York, NY 10016
Organiser: DC Finance
The event offers cutting edge education and a networking platform for local and international families from the US as well as Europe. Attendees are seeking investments, partners or friendship. The conference is a way to gain insights and innovative ideas from a panel of experts from all across the globe speaking on a variety of topics. This year’s event will discuss Investment in food and beverage, sports and entertainment panel, impact investing, direct investment, co-investment among families, alternative investments, next generation issues, high tech and innovation, homeland security, cyber security threats and women in family business. Over 200 single family office executives and ultra high net worth family members representing more than $100bn under management took part in last year’s event with some 85 per cent of attendees representing single family offices and ultra high net worth individuals family members.

Family Office & Private Wealth Management Forum West 2017

When: October 25-27, 2017
Where: Napa Valley Marriott, Napa, CA
Organiser: Opal Group
Known for the fastest growing population of newly structured family offices, northern California's wine country provides the landscape for this event. Largely dominated by first and second-generation families from the Silicon Valley, investment strategies such as private equity, venture capital and technology will be familiar themes at the conference. Investment managers and families will discuss the foundations in which they built their wealth and 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 the grape vines. This conference will feature dialogue driven panel discussions led by consultants and family offices.