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USA : Events and Training

6th Annual Private Investment Funds Tax Master Class

Event : 6th Annual Private Investment Funds Tax Master Class

Date : Mon, 15/06/2015   for 2 Days

Country : USA

City : New York

Financial Research Associates very popular Private Investment Funds Tax Master Class is back! This extraordinary event features our Tax Practices for Private Equity Funds conference and our Effective Hedge Fund Tax Practices conference and brings them together to run concurrently giving attendees the benefit of mixing and matching sessions according to their preference. »

Hedge Fund Forum New York 2015

Event : Hedge Fund Forum New York 2015

Date : Thu, 26/03/2015   for 1 Day

Country : USA

City : New York

Designed with the aid of hedge fund industry veterans, this event has been put together to provide those looking to start a Hedge Fund with an in depth guide to setting up a fund and gaining investment.. Attend this event and come away with a first-hand insight, directly from investors, on the best strategies for gaining that crucial first round of investment: »

Yale SOM - EDHEC-Risk Commodities & Hedge Funds Seminar

Training : Yale SOM - EDHEC-Risk Commodities & Hedge Funds Seminar

Date : Tue, 03/03/2015   for 2 Days

Country : USA

City : New Haven

The focus of the course, led by two renowned experts, is to give deeper insight into the asset classes of commodities and hedge funds, which are of significant interest to institutional investors. The course will be conducted by Professor K. Geert Rouwenhorst, from Yale School of Management and François-Serge Lhabitant from EDHEC Business School. »

Advanced Renewable Energy Project Finance & Analysis Tutorial

Tax incentive and public policy changes are complicating renewable energy project finance. Now, more than ever, the profitability of a renewable energy project is ultimately tied to being able to accurately assess the risks associated with the project, analyze the impacts of project structures on obtaining financing, and model the trade-offs of pursing various equity and debt financing strategies. New structures are needed and due diligence is becoming stricter.  »

Smart Beta 2.0

Event : Smart Beta 2.0

Date : Wed, 20/05/2015   for 2 Days

Country : USA

City : New York

To some, smart beta is active performance at a substantially reduced cost.  However, dynamically capturing beta is a promising but complex opportunity for investors to access underperforming sect »

5th Annual Institutional Investor Life Settlement Conference

Event : 5th Annual Institutional Investor Life Settlement Conference

Date : Mon, 23/02/2015   for 1 Day

Country : USA

City : New York

LISA’s Institutional Investor Conference, now in its fifth year, is the hallmark event that links pension funds, hedge funds, family offices, foundations and endowments to the latest development »

19th Sub-Advised Funds Forum

Event : 19th Sub-Advised Funds Forum

Date : Wed, 22/04/2015   for 2 Days

Country : USA

City : Boston

There are many factors in today’s complex and ever-competitive landscape that are changing the course for sub-advisory. Join us this April 22 – 23, 2015 at Boston’s historic Fairmont Copley Plaza and ensure that you continue to stay in-tune and relevant with all of the latest twists and turns this industry will face. »

Private Equity World Latin America 2015

Event : Private Equity World Latin America 2015

Date : Tue, 26/05/2015   for 1 Day

Country : USA

City : Miami

Private Equity World Latin America is the top networking event for funds and investors in the LatAm private equity community. Missing this means missing vital connections and networking opportunities. »

Trading Show Chicago

Event : Trading Show Chicago

Date : Wed, 03/06/2015   for 2 Days

Country : USA

City : Chicago

Trading Show Chicago will be a two day conference held June 3 & 4, 2015 at Navy Pier in Chicago, Illinois. Trading Show Chicago is the region’s leading quant, automated trading, exchange technology, big data in finance, SEF and derivatives event.  »

Trading Show West Coast

Event : Trading Show West Coast

Date : Thu, 05/03/2015   for 1 Day

Country : USA

City : San Francisco

Trading Show West Coast 2015 will be held on March 5, 2015 at the Parc 55 Wyndham in San Francisco, California. The event will feature quant world, big data in finance and automated trading. »

The Fourth Annual OCIO Summit

Event : The Fourth Annual OCIO Summit

Date : Wed, 22/04/2015   for 2 Days

Country : USA

City : Boston

Attend the 4th Annual OCIO Summit, April 22-23 to get cutting-edge, actionable insights from top foundations and endowments. »

2nd Annual GRC - Governance , Risk and Compliance in Financial Services

Facing evolving regulations and dynamic market conditions, financial service companies are keeping a close eye on further changes vis-à-vis the economy, regulatory frameworks, compliance measures and technology solutions. With growing regulatory and compliance requirements, more and more importance is associated with corporate governance, risk and compliance within the financial services industry. Firms face a tough task in adhering to compliance frameworks and managing risks while at the same time providing services at competitive prices. »

ESG, SRI, & Impacting Investing Summit

Event : ESG, SRI, & Impacting Investing Summit

Date : Tue, 31/03/2015   for 2 Days

Country : USA

City : New York

Financial Research Associates’ ESG, SRI & Impact Investing conference, slated for March 30-31 at the Princeton club in New York, brings together leading minds in this niche area to thoroughly explore investment vehicles and strategies. »

Co-Investing 2015

Event : Co-Investing 2015

Date : Mon, 27/04/2015  

Country : USA

City : New York

Co-Investing 2015, an interactive forum, jumps right into the fray, highlighting the biggest challenges and concerns in this growing trend.  Due diligence on deals and sponsors, governance, investor rights, regulatory concern, valuation, and recordkeeping—it all changes in co-investing. Register today and join us on April 27 - 28, 2015 to get the most out of your co-investment deals! »

Catalyst Cap Intro: Growth Private Equity Fund Investing

Event : Catalyst Cap Intro: Growth Private Equity Fund Investing

Date : Mon, 18/05/2015 - 12:00 for 1 Day

Country : USA

City : New York

Time: 12:00 - 18:00 Location: New York City »

Catalyst Cap Intro: Emerging Markets Alternative Investing

Event : Catalyst Cap Intro: Emerging Markets Alternative Investing

Date : Mon, 22/06/2015 - 12:00 for 1 Day

Country : USA

City : New York

Time: 12:00 - 18:00 Location: New York City »

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

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

Date : Mon, 23/02/2015 - 12:00 for 1 Day

Country : USA

City : New York

Time 12:00 - 18:00 Location: New York City »

Catalyst Cap Intro: Credit | Fixed Income Alternative Investing

Event : Catalyst Cap Intro: Credit | Fixed Income Alternative Investing

Date : Mon, 20/04/2015 - 12:00 for 1 Day

Country : USA

City : New York

Time:12:00 - 18:00 Location: New York City »

Mutual Fund Marketing and Sales Summit

Event : Mutual Fund Marketing and Sales Summit

Date : Mon, 09/03/2015   for 2 Days

Country : USA

City : Boston

Sales and marketing teams must innovate and collaborate to get the attention of gatekeepers and investors. The Mutual Fund Growth Strategy Summit brings together an all-star speaking faculty to discuss how marketing & sales teams can work together to develop a consistent brand message and utilize data to create targeted content marketing and streamlined sales strategies for your retail and institutional offerings. Plus, earn up to 14.5 CPE Credits! Top 5 Reasons to Attend: Develop tools to reach the next generation of advisors and investors Establish wholesaler best practice guidelines for the retail channel Examine best practices for utilizing social media within the asset management industry Determine which advisors and distributors to approach with your alternative offerings Assessing which products and fee structures make sense for the institutional market  »

HF Tax 101 and K-1 Bootcamp

Event : HF Tax 101 and K-1 Bootcamp

Date : Mon, 26/01/2015   for 2 Days

Country : USA

City : New York

As tax season approaches, it’s important to ensure that you and your team know the basics of hedge fund tax! »

Projects & Money 2015

Event : Projects & Money 2015

Date : Tue, 13/01/2015  

Country : USA

City : New Orleans

Leading project developers and the financial community will gather in New Orleans to kick off their year at Projects & Money. »

Private Investment Funds Compliance Master Class

Join us February 17, 2015 at the Princeton Club of New York for Private Investment Funds Compliance Master Class, an insider event that will bring together chief compliance officers as well as in-hous »

Women and Wealth

Event : Women and Wealth

Date : Thu, 22/01/2015  

Country : USA

City : New York

Join us January 22-23, 2015 at The Pierre Hotel of New York for Women and Wealth, taking a deep-dive into an important and grossly overlooked market segment. With our impressive speaker line-up of industry thought leaders, as well as a rarely-seen focus group of women investors, this is a unique event you don’t want to miss. Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer.  Topics at a Glance: How to best advise women in transition, whether it be divorce, a death, a liquidity event, or other incident The data behind the opportunity: exactly how much investable assets do women control? What are their investment preferences? You’ll get a crystal ball view into the future of women and wealth How can advisors best deal with women breadwinners and their spouses? What are industry-leading women’s opinions about career strategy, the “glass ceiling” and what to do when faced with career roadblocks? What are some of the leading investments in women-led companies and enterprises? Why have women-run alternative funds out-performed those managed by males? What should women investors know about women-run alternatives funds? The very latest in ESG, impact investing and microfinance from none other than leaders Amy Domini, Lily Scott and Amy Bell! Special needs of women of significant wealth: family offices, estate planning, taxes, and more!  Click here to view the conference brochure »

Operations for Alternatives

Event : Operations for Alternatives

Date : Mon, 09/02/2015  

Country : USA

City : Florida

OPERATIONS FOR ALTERNATIVES BRINGS TOGETHER OPERATIONS PROFESSIONALS FROM HEDGE FUNDS, PRIVATE EQUITY AND ‘40 ACT FUNDS TO ALLOW THE SHARING OF BEST PRACTICES.   OFA is an opportunity for senior executives to exchange, engage and learn about the most pressing issues of the day. If it is happening in the investment management industry it is being discussed at OFA.   We’ve got the basics covered – regulatory and tax issues, asset flow trends, ODD best practices, and security issues. But we’re also directly addressing the issues that must be addressed now, to ensure the future health and growth of your fund. This includes finding and incorporating new asset types, attracting and onboarding new investors and addressing forthcoming data reporting standards.  »

GAIM Regulation & Fund Governance

Event : GAIM Regulation & Fund Governance

Date : Thu, 04/12/2014  

Country : USA

City : New York

Address Today’s Regulatory Challenges with Active Regulators, Hedge Fund CCO's and GC's and Leading Onshore and Offshore Counsels GAIM Regulation & Fund Governance is where the hedge fund industry’s compliance and legal experts meet with regulators and source peer-to-peer resolutions for fund disputes, emerging regulations and risk controls. Source answers and frameworks for prioritizing regulatory information, streamlining reporting processes, implementing new regulatory enforcement procedures, addressing dispute resolution and asset recovery, preparing for audits and addressing compliance challenges in small, exclusive boardroom discussions with the regulators and leading, industry experts.  All attendees choose from any of the boardroom discussions. Create your own targeted, individually customizable experience. »

BHA Select Private Markets Summit: 2015

Event : BHA Select Private Markets Summit: 2015

Date : Wed, 18/03/2015  

Country : USA

City : Georgia

BHA Select Private Markets Summit 2015 is a two day conference dedicated to 1-on-1 meetings between premier institutional and family office investors from around the globe and select private equity, venture capital, and real estate firms.   Intimate meetings will take place in private suites at the luxurious Five-Star Sea Island Resort on the beautiful Atlantic coast of Georgia. As with all BHA Select events, attendance is by invitation only and governed through an application process. Those granted access will have an unrivaled opportunity to find new LP capital, meet and diligence managers currently raising new capital and network in one of the most beautiful golf resorts in the world. »

SFIG/IMN’s ABS Vegas 2015

Event : SFIG/IMN’s ABS Vegas 2015

Date : Sun, 08/02/2015  

Country : USA

City : Las Vagas

SFIG and IMN are excited to once again co-host the largest capital markets conference in the world, ABS Vegas 2015, this February 8-11 at the Aria Resort & Casino in Las Vegas. Last year’s program was a resounding success with over 4,500 attendees and 130+ sponsor firms, and we are expecting that number to grow to over 5,000 attendees in 2015.  »

4th Annual Investors’ Conference on CLOs and Leveraged Loans

IMN will once again host the premier event for the CLO and leveraged loans sector April 21-22, 2015, in New York City. The 4th Annual Investors' Conference on CLOs and Leveraged Loans program will feature extensive coverage on outlook for issuance in 2015, 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. »

21st Annual Alpha Hedge East

Event : 21st Annual Alpha Hedge East

Date : Mon, 02/03/2015  

Country : USA

City : Florida

The 2015 program will feature fresh content, new speakers, and an incomparable asset allocator-to-fund manager ratio. The Alpha Hedge event series is renowned for its long history of delivering value for investment professionals who understand the importance of in-person networking and thought-exchange. Use code GFM10 for 10% discount! »

Hedgeopolis New York

Event : Hedgeopolis New York

Date : Mon, 03/11/2014  

Country : USA

City : New York

November 3, 2014 from 11:30am-7:00pm November 4, 2014 from 7:30am-6:30pm Hedgeopolis New York, the Hedge Fund Association’s Annual Member Conference, co-presented by Agecroft Partners, will bring together over 600 alternative investment professionals on November 3-4, 2014 for insightful discussions by some of the world’s most influential institutional investors. »

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. ... »

specialreports