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Hedge Funds & FoHFs

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November 2018

CLO Summit 2018

When: November 28-30, 2018
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 the 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 provide attendees with the tools necessary to stay one step ahead of their competitors.
Topics covered will include: the AAA conundrum; the current state and outlook for the CLO market; how to construct a CLO: building a portfolio and negotiating documents; evaluating leveraged loan market performance and direction; CLO equity issuer roundtable; CLO markets in a regulated environment; how to analyse structural features of a CLO; CLO mezzanine tranches / opportunities and relative value; valuation, analysis and communication; secondary CLO market; relative value in the CLO market; launching a CLO platform; and manager screening and evaluation as well as CLOs 2.0; successful CLO management and best practice operational issues include accounting and tax. The event will also include CLO managers, investor hedges and alternative structures researcher’s roundtables.

Marketplace Lending & Alternative Financing Summit 2018

When: November 28-30, 2018
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. At this conference delegates will learn and network with industry leaders to gain insight on the newest techniques to maximise returns and reduce risk exposure in this area of marketplace lending. Delegates will explore the current landscape and hear about rating agency methodology, legal, tax and structural considerations. The conference will serve as an opportunity where a meaningful dialogue can be opened to address concerns regarding this dynamic segment of the market.
Potential topics to be covered include: platforms; the current state and outlook of the marketplace lending industry; legal and regulatory issues; raising capital in the current environment; secondary market; the role of technology; platforms partnering with banks; reporting requirements; securitization; valuation methodology and other topics.

December 2018

Alternative Investing Summit 2018

When: December 5-7, 2018
Where: Ritz Carlton, Dana Point, CA
Organiser: Opal Group
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 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.
This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. No PowerPoint presentations during panel discussions. Any PowerPoints used by stand-alone speakers will be added to the mobile app.
Some of the topics to be covered include: liquid alternatives, volatility, risk, asset allocation, real asset investing, real estate opportunities, direct and co-investing opportunities and 1031 exchanges among others.

February 2019

Global Alternative Investing Summit

Where: London Marriott Hotel Grosvenor Square, London
When: February 4-5, 2019
Organiser: Opal
The summit will explore the challenges and opportunities in the present global investment climate. This is an event for Institutional and private Investors. Investors and managers from around the world will attend to discuss the latest trends and issues in the industry. The programme blends educational discussion panels led by thought leaders and pre-arranged one-on-one meetings. This symposium aims to provide an educational environment for productive networking and the fluid exchange of ideas.