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New York : Events and Training

Private Investment Funds Due Diligence Summit

Event : Private Investment Funds Due Diligence Summit

Date : Mon, 22/09/2014  

Country : USA

City : New York

This is an insider-only event that will bring together investors, and industry leaders in hedge funds and private equity funds to address current and future trends in due diligence. Plus, new this year: post-conference workshop on private equity due diligence with information on the SEC and new enforcement actions, management fees, and valuation. Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer »

Establishing a ’40 Act Alternative Fund

Event : Establishing a ’40 Act Alternative Fund

Date : Wed, 17/09/2014  

Country : USA

City : New York

What’s especially unique about this program is the design. On day one - Successfully Operating a ‘40 Act Alternative Fund – take a deep dive into what it takes to efficiently run a fund in this space. On day two - ‘40 Act Alternative Fund Growth Strategies –explore the overall marketplace and how to distribute your fund through various lucrative channels. Attend day one, day two, or for optimum value and substance attend both days!  Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer »

Catalyst Cap Intro: Credit | Fixed Income Alternative Investing

Catalyst Cap Intro Events are sector focused, investor driven events that host hand-picked investment managers and investors that are introduced to each other with a view to become investment partners »

Catalyst Cap Intro: Emerging Markets | Macro Alternative Investing

Catalyst Cap Intro Events are sector focused, investor driven events that host hand-picked investment managers and investors that are introduced to each other with a view to become investment partners »

Catalyst Cap Intro: L/S Equity | Event Driven Investing

Event : Catalyst Cap Intro: L/S Equity | Event Driven Investing

Date : Mon, 22/09/2014 - 12:00

Country : USA

City : New York

Catalyst Cap Intro Events are sector focused, investor driven events that host hand-picked investment managers and investors that are introduced to each other with a view to become investment partners »

Research and Due Diligence for Wealth Management Platforms

September 15-16, 2014 8am – 1:00pm EST The Princeton Club of New York Network with industry leaders in wealth management from wirehouses, regional and independent broker/dealers, RIA platforms, and consultancies. Profit from rarely shared perspectives on the current business priorities, advisor use of home office resources, innovative screening techniques, the rise of the consultants, and the challenges of offering alternative investments. Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer »

5th Annual Business Process Management and Technology Innovation Forum

FSOkx’s 5th Annual Business Process Management and Technology Innovation Forum is a one-day conference being held at The Yale Club, NYC, that brings together thought-leaders in th »

Private Investment Fund Accounting, Operations & Compliance Forum

Whether you’re from a hedge fund, a private equity fund, or you work with both, this comprehensive and pragmatic program delivers priceless tips and techniques to help your fund overcome the countless operational burdens brought on by Dodd-Frank and other daunting obstacles. Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer »

Winning and Retaining Institutional Mandates

Event : Winning and Retaining Institutional Mandates

Date : Thu, 24/07/2014  

Country : USA

City : New York

Institutional investors, consultants, and leading practitioners reveal how to dramatically increase your AUM, gain new clients, retain and expand existing relationships--and even profit from setbacks. »

DCIO Market Forum

Event : DCIO Market Forum

Date : Thu, 19/06/2014  

Country : USA

City : New York

This highly anticipated industry event presents you with an up-to-the-minute view of the current DCIO landscape – and offers insights for finding success in this potentially lucrative market. Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer »

Be an Outlier – Attracting Fresh Capital Through Institutional Credibility

5:00 - 8:00 PM EST 750 Third Avenue  New York Has ‘institutionalization’ been flagged in investor conversations? Join start-ups, emerging managers, and investors at a panel discussion on how to leverage institutional credibility to attract fresh capital.  As the next installment in the Outlier series, industry practitioners will focus on the ways small- and medium-sized fund managers are institutionalizing their business to compete for allocations against larger, more established managers. Core topics will run the gamut of mission critical services that bolster operational credibility—from tax and advisory and compliance services through to technology infrastructure. »

HFA Symposium: Raising Hedge Fund Capital in the 21st Century

Please join us on Wednesday, April 23, 2014 for the HFA Symposium Raising Hedge Fund Capital in the 21st Century. The panel discussion will cover a variety of current issues relevant to emerging and established hedge funds and how they can overcome the issues and challenges of raising capital. Following the panel will be a keynote speech by Barbara Novick, the Vice Chairman of BlackRock, who will provide an update on the regulatory environment for hedge funds. »

Sustainable Family Office Operations and Management Summit

Their family office advisory board has designed a unique and focused agenda centered on the structural burdens, challenges and missteps family offices face in their day-to-day, year-to-year, and decade-to-decade operations. Reporting, the administration of trusts, legal protection, and continuity planning – it’s all on the table. Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer »

3rd  Annual Investors’ Conference on CLOs and Leveraged Loans

This year's program will feature extensive coverage on outlook for issuance in 2014, structural and legal considerations, relative value from a research analyst and investor perspective, the role of CLOs in commercial real estate finance, leveraged loan performance and analysis, ratings methodology for CLOs, and more. »

Investing in Non-Traditional Fixed Income

Event : Investing in Non-Traditional Fixed Income

Date : Thu, 05/06/2014  

Country : USA

City : New York

Financial Research Associates’ Investing in Non-Traditional Fixed Income Summit is the only conference in the industry focusing on the opportunities and nuances of non-traditional fixed income investments. Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer »

ETP Distribution Summit

Event : ETP Distribution Summit

Date : Thu, 01/05/2014  

Country : USA

City : New York

The inaugural ETP Distribution Summit is the only event of its kind, with an exclusive focus on the sponsor community and potential market entrants. It will inspire new approaches to the industry as well as offer practical guidance on how to succeed in ETP distribution in the next phase of the market’s development. Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer »

FCPA risks for Private Equity and Hedge Funds

Event : FCPA risks for Private Equity and Hedge Funds

Date : Wed, 21/05/2014  

Country : USA

City : New York

Private equity and hedge funds are feeling the effects of increased regulatory scrutiny. As investment continues into underdeveloped economies with high corruption risks, the potential exists for huge criminal liability under the Foreign Corrupt Practices Act (FCPA). This new one day program will discuss how investment management firms can strengthen their compliance programs to avoid a FCPA violation.  You will discuss the critical issues where you are vulnerable. Hear from leading expects including government officials, general counsel and chief compliance officers as well as experienced legal practitioners. »

15th Annual U.S. Real Estate Opportunity & Private Fund Investing Forum

ONE Real Estate Networking Event to Attend... Join us again and 1000+ opportunity and private funds, LPs and service providers at IMN's NY Real Estate Opportunity & Private Fund Investing Forum, the industry’s annual conference, as we assess the previous year with a view to mapping a strategic course for this year. Providing a chance for the Real Estate Opportunity Fund Industry to meet, this conference will address the most pressing issues at the core of the industry and is a must-attend event.  Part of IMN's highly acclaimed series of Real Estate Opportunity Funds events; this conference is dedicated to providing an unparalleled educational and networking vehicle for the Fund, Developer and LP communities. A Snapshot Of Our 2013 NY Event:  »

Residential Mortgage Servicing Rights *Acquisitions *Sales *Analysis *Management

In a climate of increased regulatory burdens and continuing low interest rates mortgage servicing right transfers have become an increasingly important strategy for over-regulated banks, under-capital »

11th Annual New York Non-Traded REIT Industry Symposium

2013 was the year of liquidity events for Non-Traded REITs. $11 billion worth of liquidity events occurred in the first half of the year, compared to just $3.6 billion in the latter half of 2012. With another three liquidations pending, a further $8 billion is on the table*.  And with much of the shareholder capital received from these liquidations being reinvested into other Non-Traded REIT products, this dynamic industry is seeing its hard work into improving its offerings to investors pay dividends.  Opportunities continue to abound in this evolving market, but this sector is not without its challenges. »

4th Annual Spring Forum on Financing, Investing & Real Estate Development for Data Centers

IMN's Financing, Investing & Real Estate Development for Data Centers is taking place on May 29-30, 2014 in New York. For this event we will cover some of the most popular themes including:  * The Macroeconomy & Data Centers  * The President/CEO Panel  * Mergers, Private Equity & IPOs We've also added some new, exciting topics that will give much food for thought including:  * The President/CEO Panel: Colo Players  * Scale vs. Scalability vs. Rightsizing  * Connectivity-Creating & Tapping into New Revenue Streams  * Evaluating & Standardizing Data Center Standards & Performance Metrics  * Should you Own the Underlying Data Center Real Estate?  * Closing the Lease: Top Negotiation Points  »

9th Annual Asset Management Today-Hedge Funds, Alternatives, Sales and Marketing Forum

The industry landscape for hedge fund industry continues to evolve and thrive. The changes that took place during the past few years have led to a number of challenges and opportunities for firms within the industry. Today, investors continue to demand more transparency, intensive due diligence and separately managed accounts. To compete and win within such environment, one needs to be well equipped with transformational business strategies, robust operational infrastructure and controls, effective risk management and integrated distribution/marketing channels. With a special focus on operational due diligence, technology, risk management, sales and marketing. »

Establishing a ’40 Act Alternative Fund

Event : Establishing a ’40 Act Alternative Fund

Date : Tue, 01/04/2014  

Country : USA

City : New York

In just one day, you'll learn the ins-and-outs of how to develop and nurture a successful liquid alternative fund at Financial Research Associates’ conference on Establishing a ’40 Act Alternative Fund. This event is designed for asset management professionals that want to explore vast opportunities in the growing liquid alternative space. Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer »

3rd Derivative Funding and Valuation Forum

Event : 3rd Derivative Funding and Valuation Forum

Date : Mon, 03/03/2014  

Country : USA

City : New York

This GFMI marcus evans conference will equip delegates with insight into optimizing front office books in the derivatives space. With a focus on evolving valuation adjustment arguments and application, this conference will also provide an insight into the next step in valuation and regulatory pricing, maximizing the performance of funding desks and derivatives portfolios.   Via interactive case study presentations, Heads of CVA, Trading and Management will tackle practical issues, including coordinating flows between desks, managing changes to collateral standards and improving the influence on bank finances. »

Global Fund Distribution: USA

Event : Global Fund Distribution: USA

Date : Wed, 26/02/2014  

Country : USA

City : New York

Fine-tune your UCITS & AIFMD Distribution Strategy Attend Global Fund Distribution: USA to understand how US managers are successfully distributing their product to Europe, Asia & LatAm: 1. The AIFMD & Europe Understand how you can distribute to European investors. We will outline: how the AIFMD is shaping the US market what the new rules are for marketing to the EU how you can use reverse solicitation and master/feeder structures which strategies are selling for alternative funds now the AIFMD has been adoptedGauge how the latest developments to UCITS will impact your product. »

Hedge Fund Due Diligence Master Class

Event : Hedge Fund Due Diligence Master Class

Date : Tue, 25/03/2014  

Country : USA

City : New York

Financial Research Associates’ Hedge Fund Due Diligence Master Class will feature seasoned investors, fund managers and prominent industry leaders who can detail their approaches to today’s intricate due diligence challenges. Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer  »

Catalyst Cap Intro: Private Equity Fund Investing

Event : Catalyst Cap Intro: Private Equity Fund Investing

Date : Mon, 19/05/2014 - 12:30

Country : USA

City : New York

Time: 12.30 - 6.00 Place: New York City Catalyst Cap Intro Events are sector focused, investor driven events that host hand-picked investment managers and investors that are introduced to each other with a view to become investment partners.   This Catalyst Cap Intro Event focuses only on Private Equity funds.   Introductions are accomplished through private meetings which are arranged prior the events, in an investor driven fashion based on the merits of each investment manager and the requests made by the investors. If a manager has not enough interest, they may cancel their participation, with full refund of fees. »

Catalyst Cap Intro: L/S Equity | Quant Alternative Investing

Time: 12.30 - 6.00 Place: New York City Catalyst Cap Intro Events are sector focused, investor driven events that host hand-picked investment managers and investors that are introduced to each other with a view to become investment partners.   This Catalyst Cap Intro Event focuses only on the L/S Equity and Quant sectors.   Introductions are accomplished through private meetings which are arranged prior the events, in an investor driven fashion based on the merits of each investment manager and the requests made by the investors. If a manager has not enough interest, they may cancel their participation, with full refund of fees. »

Catalyst Cap Intro: Emerging Markets Alternative Investing

Time: 12.30 - 6.00 Place: New York City  Catalyst Cap Intro Events are sector focused, investor driven events that host hand-picked investment managers and investors that are introduced to each other with a view to become investment partners.   This Catalyst Cap Intro Event focuses only on the Emerging Markets alternative investing space.   Introductions are accomplished through private meetings which are arranged prior the events, in an investor driven fashion based on the merits of each investment manager and the requests made by the investors. If a manager has not enough interest, they may cancel their participation, with full refund of fees. »

Catalyst Cap Intro: Credit | Fixed Income Alternative Investing

Time: 12.30 - 6.00 Place: New York City Catalyst Cap Intro Events are sector focused, investor driven events that host hand-picked investment managers and investors that are introduced to each other with a view to become investment partners.   This Catalyst Cap Intro Event focuses only on the Credit and Fixed Income alternative investing sectors.   Introductions are accomplished through private meetings which are arranged prior the events, in an investor driven fashion based on the merits of each investment manager and the requests made by the investors. If a manager has not enough interest, they may cancel their participation, with full refund of fees. »

features
Special report
Switzerland Hedge Fund Services 2015

Switzerland Hedge Fund Services 2015

Tue, 24/02/2015 - 19:14

New regulations are allowing hedge fund managers and institutional investors to take advantage of fresh opportunities in the Swiss market, from innovative new fund platforms to new fund strategies and structures that provide significant portfolio diversification opportunities... »

Article

The attraction of incubator platforms has increased noticeably in recent years. New hedge funds face a Sisyphus-like task getting up and running as global regulation and compliance pushes costs up, whilst investors simultaneously expect to see institutional quality operations in place from day one.    ... »

Special report
How to Access Europe using third party AIFMs

Read how managers seeking to distribute in Europe can appoint a third party AIFM (or ManCo), and the fund distribution benefits this can bring, both for new fund launches and redomiciled funds... »

Comment
Richard A Kimball Jr, CEO, HEXL

Healthcare costs continue to spiral out of control and yet still achieve relatively poor outcomes, says Richard A Kimball Jr (pictured), CEO of HEXL… ... »

Article

Six trends shaping the next generation

Tue, 10/02/2015 - 08:01

Just 20 years ago, exchange-traded funds (ETFs) were novelties. Now, after two decades of explosive growth, they are firmly entrenched in the asset management landscape. Total US-listed ETF assets reached a record-setting USD2.0 trillion at the end of 2014, up from USD1.7 trillion a year earlier, and inflows totaled USD244 billion for the year. European ETFs also saw record flows in 2014; they attracted USD61.4 billion in new assets, more than three times the 2013 total. ... »

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