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USA : Events and Training

2nd Specialty Finance Summit

Event : 2nd Specialty Finance Summit

Date : Tue, 09/09/2014  

Country : USA

City : New York

A deal-sourcing event, where investors meet potential targets and potential acquirers for their businesses and issuers share best practices with their peers to generate new funding opportunities. Activity in the specialty finance sector continues to grow, and BDCs in particular are raising substantial amounts of capital. With the rise of peer-to-peer lending, money is pouring into unsecured consumer finance space, and new technologies and strategies are being developed to facilitate this deadflow. Increased competition is compressing yields, and encouraging many investors to look at off-the-run asset classes. Regulatory uncertainty is keeping cost of funds high and market participation on edge. »

Americas Family Office Forum 2014

Event : Americas Family Office Forum 2014

Date : Wed, 19/11/2014  

Country : USA

City : Miami

The 4th annual Americas Family Office Forum, brings together family offices and HNWIs to network, problem solve and exchange ideas on family governance, asset allocation and wealth management best practice. »

Private Banking Latin America 2014

Event : Private Banking Latin America 2014

Date : Wed, 19/11/2014  

Country : USA

City : Miami

The 8th annual Private Banking Latin America conference will bring together the region’s key private banks, family offices and wealth advisors to discuss wealth management strategies, business models for success, new technology advances and investment opportunities »

Trading Show New York 2014

Event : Trading Show New York 2014

Date : Wed, 08/10/2014  

Country : USA

City : New York

The Trading Show New York provides unparalleled opportunities to network and do business with top trading firms, quant funds, end investors, banks, brokers, and technology providers. »

Advanced Renewable Energy Project Finance & Analysis

Acquire the Techniques to Structure & Analyze Renewable Energy Projects to Optimize Financing Risks assessment, mitigation and allocation unique to renewable energy projects Contract structuring, documentation and risk sharing to mitigate commodity risk, Force Majeure, change of law and other hard-to-quantify risks Risk appetite and role of capital providers on project finance structures Latest on tax incentives and public policies for renewable projects financing NEW: Learn to build and use project finance model for cash flow and sensitivity analysis, sale/leaseback transaction, partnership flip structure and lease passthrough transaction »

High Net Worth Investing Forum: Portfolio Construction in Practice and Theory

This conference provides critical intelligence about income generation in retirement, blending active and passive investing, tactical versus strategic asset management, creating tax-efficient portfolios, and new perspectives on fixed-income. Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer »

18th Annual Sub-Advised Funds Forum

Event : 18th Annual Sub-Advised Funds Forum

Date : Tue, 21/10/2014  

Country : USA

City : New York

Whether you’re an advisor or a sub-advisor, you don’t want to miss the industry’s #1 event that focuses on elevating success within the sub-advised landscape! Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer »

The CrowdFunding Forum For Real Estate

Event : The CrowdFunding Forum For Real Estate

Date : Mon, 08/09/2014  

Country : USA

City : California

As the economy and the real estate investment climate has improved, financing has continued to be a challenge for all investors. This has resulted in many developers using alternative financing channels like CROWDFUNDING which has greatly increased in interest and growth. To meet the educational and networking needs of the real estate investment community regarding these newer methods of alternative financing IMN has constructed an agenda for the real estate developer who is looking to finance their projects, the CROWDFUNDING portal, as well as other the service providers in this marketplace. IMN makes sure the buy side attends our conference...IMN goes to extraordinary means, focusing on speaker recruitment and audience development to attract the buy-side delegates to every one of our conferences and we succeed! From our largest conferences in the Opportunity Fund area, which attract 450+ fund and investors out of the 1000 attendees regularly, to our mid-sized series of bank real estate workout events that get 100+ workout officers to attend out of the 250 attendees we provide an environment where education will be provided by the buy side for the buy side and the networking goals of a diverse audience will be met. »

The 10th Annual Western Non-Traded REIT & Retail Alternative Investment Symposium

   In light of significant regulatory and market developments, we are proud to announce a new title - and expanded focus - for our Non-Traded REIT event series: IMN's 10th Annual Western Non-Traded REIT & Retail Alternative Investment Symposium, December 3-4, 2014, Dana Point, CA. Due to popular demand and the tremendous success of our New York June symposium, additional areas of focus now include: Non-Traded BDCs; Regulation D Offerings/Private Placements; '40 Act Interval Funds; Regulation A+ Offerings; and Oil & Gas investments. December 2014 sessions include:   Adapting to FINRA RN 14-06: Sponsor and Broker/Dealer Perspectives The Traditional IBD Network Vs. Crowdfunding Under Reg D 506c Vs. Reg A+: Comparing & Contrasting Alternative Ways to Raise Capital for Product Sponsors The Anatomy of a Roll-Up Going From Your First Offering to a Listing on the NYSE Non-Traded REIT CEO/President Panel: Evolving Strategy to Meet & Exceed Performance Expectations Moving Beyond Non-Traded REITs: Senior Executive Strategy Panel Suitability Standards &Concentration Limits for Non-Traded REIT, BDC and Private Placement Products: Standardizing Procedures & Enforcing Rules Within Your Broker/Dealer Broker/Dealer & RIA Perspective on Selecting & Selling Alternative Investments: Key Processes; Concerns; & Overcoming Challenges AND MANY MORE!!    »

3rd Annual Single Family Rental Investment Forum

Event : 3rd Annual Single Family Rental Investment Forum

Date : Wed, 03/12/2014  

Country : USA

City : Arizona

REITs, Fund, Aggregators, Fix and Flippers, Note Buyers, ABS & REIT Investors...This is a conference for you. 90,000 homes around the country have been purchased by aggregators over the last two years at a cost of just over $15 billion. The Government, lenders and investment firms sold about $34.7 billion in non-performing loans last year, up from $13.1 billion in 2012* With the door opening on securitization and the public equity markets joining well-capitalized funds, the single family institutional investment market will continue to be in a growth phase and the only place to hear about the most up-to-date issues and meet the key players will be IMN's 3rd Annual Single Family Aggregation Strategies: The REO-to-Rental Forum. Some Numbers From Our Inaugural Single Family Event: 800+ Executives in attendance 120+ Speakers 200+ Funds, REITs & Investors 24 Panel Sessions 69 Sponsors/Exhibitors ONE conference for the Institutional Single Family Investment Market  The forum will again promise to discuss the latest strategies and management intricacies of Institutional-level Investment in single family houses including buying from and partnering with different institutions, the newest financing methologies as well as the operational complexities of running a portfolio of single family homes.  We look forward to seeing you this December in Scottsdale. *As per Mission Capital Advisors »

The Real Estate Private Equity Forum on Land & Homebuilding (West)

More than 325 senior colleagues from Homebuilders, Funds/Private Equity firms, Land Developers, Land Owners, Lenders, Property Management and from other service providers to the industry attended our inaugural Land & Homebuilding Private Equity Forum in Vegas last fall. We are excited to be back in Vegas for the great networking and to continue to explore the key industry issues.   Conference Highlights From Our 2013 Vegas Forum: 325+ attendees 85% of the attendees were senior level 20+ Top PE, Land Development, Home Builders, Econometric, Property Management & Legal Firms are Exhibitors/Sponsors 40+ C-level speakers from Funds, Homebuilders and Land developers  Here are some topics we plan to address: * As we Enter Year 5 in the Historic 7 Year Cycle, What are you Doing differently this Time Around? * Demographics Trend or Long Term Change? * How are you Positioning your Company to Attract the First-Time Homebuyer? * 6 Markets, 60 Minutes: A Discussion of Major Markets * Land & Lot Prices Where are they Going? * Margins, Cash Flow & Leverage: What is your Profit Profile? * How are you Growing and Diversifying your Business? * Enter the Shark tank Did you know that you can start networking in advance of the event? Click here to learn how. We look forward to seeing you in Vegas! »

4th Annual Real Estate General Counsels Forum

Event : 4th Annual Real Estate General Counsels Forum

Date : Mon, 29/09/2014  

Country : USA

City : New York

We are pleased to bring IMN's Real Estate General Counsel Forum back to New York for the fourth year in a row. The Forum is the premier venue for in-house legal professionals to hear best practices and industry developments from a wide spectrum of real estate industry peers. It is a valuable experience because the day and a half program features insights from attorneys at real estate developers, lenders, REITs, and operating companies, giving attendees an opportunity to glean insight from throughout the industry. Held concurrently with IMN's Real Estate CFO Forum, the event provides unmatched opportunities for networking and education. »

5th Annual Forum on Financing, Investing & Real Estate Development for Data Center (West)

IMN is pleased to be returning to the Bay Area for our 5th Annual Financing, Investing & Real Estate Development for Data Centers Forum, November 12-13 in Half Moon Bay, CA.  Interested in seeing a list of the 35+ CEOs and presidents from data centers and leading enterprise tenants that attendees our 2013 NY event?  Click here   For this 5th fall event, we will continue to cover some of the most popular themes including the: President/CEO panels for wholesale and retail players Macroeconomics/Demand Dynamics The Private Equity panel  Don’t forget to reference discount code “GFM” when registering for an exclusive discounted rate. »

3rd Annual Real Estate CFO Forum (East)

Event : 3rd Annual Real Estate CFO Forum (East)

Date : Mon, 29/09/2014  

Country : USA

City : New York

We are pleased to bring IMN's Real Estate CFO Forum back to New York for the third year in a row. The Forum is the premier venue for in-house financial professionals to hear best practices and industry developments from a wide spectrum of real estate industry peers. It is a valuable experience because the day and a half program features insights from senior financial officers at real estate developers, lenders, REITs, and operating companies, giving attendees an opportunity to glean insight from throughout the industry. Held concurrently with IMN's Real Estate General Counsel Forum, the event provides unmatched opportunities for networking and education. »

Borrower & Investor Forum on Real Estate Mezzanine Financing & Subordinated Debt

You can't have failed to notice recent industry headlines celebrating the return of mezzanine financing. The buzz is warranted. With first mortgage and construction finance lenders remaining conservative and the continued demand for gap financing, more and more investors are jumping on the mezzanine bandwagon in the intensifying chase for yield. As competition for good deals and credit-worthy borrowers heats up, lenders are originating loans that fall outside of their core product lines and deal structures are becoming more aggressive. Increased competition amongst lenders can only signal good news for the borrower community. But with increased options amid an evolving real estate capital market comes a greater need for borrowers to understand the cost of capital in its different forms. Bringing borrowers and lenders the latest on real estate mezzanine finance in the context of the overall capital stack, we are proud to once again offer IMN's Borrower & Investor Forum on Real Estate Mezzanine Financing & Subordinated Debt, November 10, 2014, New York City. Key figures within the owner-operator and lending communities convene to discuss strategies for sourcing and arranging financing for new acquisitions, development and refinancing from both perspectives. Covering the entire capital stack with a focus on mezzanine finance and subordinated debt we also address the latest high-yield debt strategies for investors. »

5th Annual West Coast Bank & Financial Institutions Forum on Special Assets & Real Estate Workouts

IMNs 5th Annual Bank & Financial Institutions Special Assets Executive Conference on Real Estate Workouts (West) will be back in Santa Monica, September 9-10 and better than ever.  * More Banks Reported Newly Late Commercial Real Estate Loans, $117MM Increase*  * As we enter the 6th year of this cycle REO activity is increasing** As REO activity continues to increase even as the current real estate climate changes from distress and workouts to origination and getting the money out IMNs extensive market research has put together a new program focusing on the credit issues surrounding the whole cycle of a loan, from initial credit evaluation, to risk management and loan review then workouts and we are confident origination, credit, risk management and special asset executives will attend and take away an invaluable amount of new information from our updated program. IMN's series of Bank Real Estate Forums continues to be the only place where Special Assets, Credit, Loan Review, Risk Management, Special Servicers, REO & C-level executives can meet to discuss the latest CRE credit and workout issues. With 275-400 registered for our previous 16 Bank Real Estate forums, including 100+ credit and workout executives, IMN is excited to bring this event and its brand new agenda back to the West coast.  »

4th Annual Bank & Financial Institutions Special Assets Executive Conference on Real Estate Workouts

IMNs 4th Annual Bank & Financial Institutions Special Assets Executive Conference on Real Estate Workouts (Midwest) will be back in Chicago, September 29-30 and better than ever.  * More Banks Reported Newly Late Commercial Real Estate Loans, $117MM Increase* * As we enter the 6th year of this cycle REO activity is increasing** As REO activity continues to increase even as the current real estate climate changes from distress and workouts to origination and getting the money out IMNs extensive market research has put together a new program focusing on the credit issues surrounding the whole cycle of a loan, from initial credit evaluation, to risk management and loan review then workouts and we are confident origination, credit, risk management and special asset executives will attend and take away an invaluable amount of new information from our updated program. IMN's series of Bank Real Estate Forums continues to be the only place where Special Assets, Credit, Loan Review, Risk Management, Special Servicers, REO & C-level executives can meet to discuss the latest CRE credit and workout issues. With 275-400 registered for our previous 16 Bank Real Estate forums, including 100+ credit and workout executives, IMN is excited to bring this event and its brand new agenda back to the West coast.  »

7th Healthcare Deal Making Summit

Event : 7th Healthcare Deal Making Summit

Date : Mon, 15/09/2014  

Country : USA

City : Nashville, Tennessee

Join us at Nashville’s Leading Healthcare Deal Making event The business of healthcare in the post-Affordable Care Act world is increasingly complex and a rapidly changing one. Driven to grow market share and diversify service offerings, the healthcare sector is experiencing increasing volumes of mergers and acquisitions, innovative joint ventures, and collaborative partnerships. As healthcare systems, service providers and physician practice groups jockey to take advantage of the opportunities, a plethora of business strategies and models of care are emerging.   But which of these strategies and models will enable your company to chart a course to success within the complex array of ACA-related laws, rules and regulations? Where are the best investment opportunities? What are the risks to successful deals? How to grow market share while avoiding antitrust hurdles? What will the successful healthcare companies of the future look like and will they be prepared for the next wave of change? »

12th Annual Managed Account and UMA Summit

Event : 12th Annual Managed Account and UMA Summit

Date : Mon, 29/09/2014  

Country : USA

City : New York

The Summit covers absolutely everything that’s vital to this booming industry’s future, from holistic and goal-based investing, to outsourcing, overlay technologies, active ETFs in managed »

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 »

Winning in IRA Rollovers

Event : Winning in IRA Rollovers

Date : Mon, 15/09/2014  

Country : USA

City : Boston

September 15-16, 2014​ 8am – 12:00 noon EST The Harvard Club of Boston Attend the best meeting in the rollover market with leaders in the industry from Charles Schwab, Fidelity, E*Trade, TIAA-CREF, Great-West Financial, Voya Retirement Advisors, and the Capital Group for discussions on the prioritizing relationships in the market, strategies and tactics for engaging disparate population segments, optimal communications with plan sponsors, and behavioral economics and product and platform development. 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 »

Data Analytics for Financial Services Forum

Event : Data Analytics for Financial Services Forum

Date : Tue, 22/07/2014  

Country : USA

City : Boston

The Data Analytics for Financial Services Forum will provide the platform for business strategy and data science executives to share and learn the best practices and strategies for uncovering competit »

Alternative Investment Conference

Event : Alternative Investment Conference

Date : Wed, 21/05/2014  

Country : USA

City : Charlottesville

Join industry experts for a discussion on investment outlook, trends, risks, and opportunities in the alternative investment market. »

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 »

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