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USA : Events and Training

The 3rd Annual Liquid Alts Summit

Event : The 3rd Annual Liquid Alts Summit

Date : Thu, 10/09/2015   for 2 Days

Country : USA

City : New York

Attend THE industry resource for the liquid alternatives universe! Get exclusive intel on everything from fund structures & allocation strategies to distribution opportunities and beyond at The 3rd Annual Liquid ALTS Summit-September 10-11 at The Princeton Club of NY   Top 5 Reasons to Attend: Evaluate prevailing attitudes on liquid alternatives Explore the opportunities for growth in the institutional market Discover which educational & marketing strategies are effective in achieving the reach you want Hear established funds discuss the launching, promoting and managing a ‘40 Act alternative product Examine the ways  mutual funds do and do not mirror their hedge fund counterparts  »

Middle Market Direct Lending Summit: Europe

Event : Middle Market Direct Lending Summit: Europe

Date : Mon, 07/12/2015   for 3 Days

Country : USA

City : California

FIMA has served as the premier reference data management event for 12 years. Reference data is data that is used to describe (or reference) securities and/or parties involved in trading securities. Enter code FIMAW15GFM at checkout for 25% off!   We’ve added a FIMA West 2015 event to help buy side firms on the West Coast catch up to the technology and sophistication of Wall Street. Download the agenda here.   FIMA West will cover topics including: Getting Buy-In to Set an Overall Strategy and Drive Value for the Organization Developing a Data Management Strategy Working Toward Better Data Quality for Better Decision Making Building an Office of the CDO to Treat Data as a Corporate Asset Writing and Executing a Data Modernization Roadmap  »

4th Global REITs Summit: East

Event : 4th Global REITs Summit: East

Date : Thu, 01/10/2015   for 1 Day

Country : USA

City : New York

iGlobal Forum is pleased to announce our upcoming 4th Global REITs Summit, taking place in New York on Thursday, October 1st. We will explore the growing challenges for a developing REIT industry with more competition entering the marketplace daily. Valued at over a trillion dollars, REITs are growing at a never-before-seen rate as more and more investors enter the space. Here you will learn how to stay competitive in a challenging market, combat rising interest rates, and invest in new, non-traditional sectors on the rise every day such as data centers, self-storage, and student housing. »

Tech Reboot 3.0: Transforming Commercial Real Estate

Event : Tech Reboot 3.0: Transforming Commercial Real Estate

Date : Tue, 13/10/2015   for 1 Day

Country : USA

City : New York

iGlobal Forum is pleased to announce the inaugural event series, Tech Reboot 3.0: Transforming Commercial Real Estate! The Summit will take place in New York on October 13th, and will give industry experts the opportunity to discuss how commercial real estate is developing with the advent of new technologies. »

13th Real Estate Private Equity Summit

Event : 13th Real Estate Private Equity Summit

Date : Tue, 20/10/2015   for 2 Days

Country : USA

City : New York

iGlobal Forum is pleased to announce our 13th Real Estate Private Equity Summit - the leading deal-sourcing event for investors and dealmakers operating in the real estate space. For those who invest in U.S. real estate now, there is still ample opportunity for return; but the inflow of overseas capital and shortage of inventory mean that buyers need to creatively source opportunities in new markets and asset classes. At the Summit, you will discuss how best to navigate a market full of capital and uncover the most profitable investment opportunities. You will network with senior-level representatives from the leading private equity firms, LPs, investment banks, distressed debt firms, asset managers, consultants, owners and developers who are active in this space. »

4th Specialty Finance Summit

Event : 4th Specialty Finance Summit

Date : Wed, 09/09/2015   for 2 Days

Country : USA

City : New York

iGlobal Forum is pleased to announce our 4th Specialty Finance Summit - the leading deal-sourcing event for investors and issuers operating in the specialty finance space. At the Summit, you will gain fresh insights into where you should be focusing your activities in 2015 and beyond. You will have the opportunity to network with the leading decision-makers from specialty finance companies, marketplace lenders, BDCs, SBICs, private equity firms, hedge funds, wealth management firms, senior lenders and asset managers. »

20th Annual Sub-Advised Funds Forum

Event : 20th Annual Sub-Advised Funds Forum

Date : Mon, 19/10/2015   for 2 Days

Country : USA

City : New York

The industry’s #1 event that focuses solely on achieving astonishing success within the sub-advised industry returns to NYC! Join us and network with some of the best and brightest managers, decision-makers and research specialists at the industry’s premiere event focused on successful sub-advisory relationships. Register today to secure your spot-space is filling fast!   »

The 13th Managed Account & UMA Summit

Event : The 13th Managed Account & UMA Summit

Date : Mon, 28/09/2015   for 2 Days

Country : USA

City : New York

What’s driving growth and interest in Managed Accounts and UMAs? How will you capture your share of this industry? How will you tweak your goal-based investing strategies? How are liquid alternatives, ETFs, and index funds influencing investor decisions? How will you compete with  roboadvisors? How are a select few successfully integrating a singular platform? Get the answers to these questions and many more at our 13th Annual Managed Accounts & UMA Summit slated for September 28-29 in New York City. »

The Hedge Fund Due Diligence Master Class

Event : The Hedge Fund Due Diligence Master Class

Date : Thu, 24/09/2015   for 2 Days

Country : USA

City : New York

What are investors most concerned about when performing the necessary due diligence for Hedge Fund Investments? Join fellow industry professionals, hear their stories, and find out! »

Co-Investing: Fall Summit

Event : Co-Investing: Fall Summit

Date : Mon, 28/09/2015   for 2 Days

Country : USA

City : New York

Reduced fees.  Increased returns.  Two weeks to seal the deal.  Think you’ve got what it takes to co-invest? »

RFP Boot Camp for Asset Managers

Event : RFP Boot Camp for Asset Managers

Date : Mon, 21/09/2015   for 1 Day

Country : USA

City : Boston

Based on careful research, we have assembled a group of top-notch experts to instruct you in the latest skills and strategies for optimizing your RFP and consultant database operations. »

Wealth Management Americas 2015

Event : Wealth Management Americas 2015

Date : Tue, 17/11/2015   for 2 Days

Country : USA

City : Miami

Wealth Management Americas is the only place you will hear from CIOs, CEOs and experts in investment banking, asset management, private banking and family offices.  Previously, this event was Private Banking Latin America and Americas Family Office. Due to the incredible speaker line-ups over the years and the growth of the family office sector, more SFOs and MFOs have surfaced, contributing to the formation of Wealth Management Americas 2015. Now as the line between private banks and family offices continue to blur, we are converging these 2 prestigious brands to form Wealth Management Americas 2015 to explore new wealth management technologies, operations, and investments. »

The Trading Show New York

Event : The Trading Show New York

Date : Wed, 07/10/2015   for 1 Day

Country : USA

City : New York

Trading Show New York will be held on October 7, 2015 at Three Sixty °, Tribeca in New York, New York. The event will feature quant, automated trading, SEFs New York and big data in finance.  The Trading Show New York is the conference for traders, quant investors and technology providers focused on the east coast market. »

9Th Annual Financial Services Outsourcing and Shared Services Forum

For years now forward-thinking companies have adopted the shared services business model to improve efficiencies and cut costs. By identifying support functions that are comparable or redundant throughout an organization, and realigning them so that expertise is consolidated into a single center shared by multiple departments, firms have found that their support functions develop deeper and broader expertise while trimming costly redundancies. Increasingly, firms are realizing that those efficiencies were only the beginning. »

Cybersecurity Vigilance for BDs and IAs

Event : Cybersecurity Vigilance for BDs and IAs

Date : Mon, 24/08/2015   for 2 Days

Country : USA

City : New York

Attend Financial Research Associates’ Cybersecurity Vigilance for BDs and IAs, August 24-25 in New York, a collaborative event that will offer practical, implementable options for firms and brokerages of all sizes looking for protection against threats that are now both persistent, and all but assured. »

4th Americas Structured Products & Derivatives Conference

Event : 4th Americas Structured Products & Derivatives Conference

Date : Thu, 11/06/2015   for 2 Days

Country : USA

City : New York

The Americas Structured Products & Derivatives conference will bring together senior representatives from retail banks, insurance companies, investment banks, fund managers as well as law fir »

Hedgeopolis 2015

Event : Hedgeopolis 2015

Date : Mon, 09/11/2015   for 2 Days

Country : USA

City : New York

On Nov. 9-10, 2015, Hedgeopolis, the Hedge Fund Association’s Annual Member Conference co-hosted by Agecroft Partners, will bring together over 600 alternative investment professionals for one and a half days of panel discussions by some of the world’s most influential institutional investors. Conference speakers include decision makers at leading pension funds, funds of hedge funds, endowments, foundations and family offices. Attendees will also enjoy hours of networking with investors and fellow Hedge Fund Association members. »

HFA Symposium:  Attaining an Operational Edge for Your Hedge Fund Business

4:30-5:00pm Registration 5:00-5:10pm Opening Remarks 5:10-6:30pm Panel Discussion 6:30-7:30pm Cocktails On Wednesday, June 3rd the Hedge Fund Association, Haynes & Boone, LLP and Baker Tilly are proud to present the HFA Symposium Attaining an Operational Edge for Your Hedge Fund Business in New York. This special event will provide timely advice from leading experts on how start-up and emerging hedge funds can build a solid business infrastructure, avoid common pitfalls, and achieve an operational edge to help stand out from the competition and more effectively compete for investor capital. »

HFA and Citrin Cooperman Present: Cybersecurity for Financial Institutions: The Time is Now

5:00 PM Registration 5:30 PM - 7:00 PM Panel and Q&A 7:30 PM Networking Reception Cybersecurity is all over the media and with good reason – one breach and it can damage the best company’s credibility and have devastating effects on your clients.   Knowing how to prevent cyber attacks is not only a best practice, but critical if you want to help safeguard your clients’ accounts. Register for this seminar and learn what you need to be doing now to strengthen your cybersecurity policies and IT defenses. As a hedge fund, broker-dealer, bank or other industry player this seminar will provide steps to take now and key considerations for the future. »

CFA Institute/EDHEC-Risk Advances in Asset Allocation Seminar

Training : CFA Institute/EDHEC-Risk Advances in Asset Allocation Seminar

Date : Tue, 14/07/2015   for 3 Days

Country : USA

City : New York

An intensive three-day course that will provide participants with an in-depth appreciation of the concepts and techniques that will shape the future of investment management. The seminar is presented in a highly accessible manner by an instructor who combines academic expertise and industry experience.   Day one of the course focuses on bridging the gap between portfolio theory and portfolio construction and outlines a coherent framework in which can be framed optimal decisions for the design of well diversified asset class and asset allocation benchmarks. Day two shifts from static risk diversification to dynamic risk hedging and focuses on the design of optimal allocation strategies for investors endowed with long-term liability or consumption objectives. On Day three the seminar shows how to account for regulatory, accounting, and other short-term constraints, which requires implementing risk insurance, in addition to risk diversification and risk hedging. Each afternoon of the seminar is dedicated to integrative case studies providing practical applications in both the institutional and individual money management contexts, drawing examples from asset-only and asset-liability management perspectives. »

CFA Institute/EDHEC-Risk Advances in Asset Allocation Seminar

Event : CFA Institute/EDHEC-Risk Advances in Asset Allocation Seminar

Date : Tue, 14/07/2015   for 3 Days

Country : USA

City : New York

Intensive three-day course that will provide participants with an in-depth appreciation of the concepts and techniques that will shape the future of investment management. »

Bisnow's Data Center Investment Conference and Expo ( DICE)

Event : Bisnow's Data Center Investment Conference and Expo ( DICE)

Date : Wed, 15/07/2015   for 1 Day

Country : USA

City : Virginia

The Nation’s Fastest Growing Data Center Expo. Use Discount Code GFMDICE20 at checkout for 20% off!   Bisnow’s 4th annual DICE event will convene more than 500 data center real estate and facilities professionals to discuss the latest trends in data center investment, engineering and development. »

Emerging Managers Summit

Event : Emerging Managers Summit

Date : Mon, 08/06/2015   for 2 Days

Country : USA

City : Chicago

Opal's Emerging Managers Summit is a great way for investors to find, meet, network with and learn from new managers as well as minority owned managers. Research suggests that Emerging Managers are out performing some of their larger counter parts making them a great contender for allocation from pension plans who are in need for returns, as well as for family offices, endowments and other institutional investors who are looking to be aggressive with their allocations. »

Opal Exchange

Event : Opal Exchange

Date : Tue, 09/06/2015   for 2 Days

Country : USA

City : Chicago

Opal Financial is happy to announce the launch of their new networking platform, Opal Exchange! By using a sophisticated interface, Opal Exchange provides the platform to schedule private and purposeful meetings between Managers and like-minded Investors. Opal Exchange creates an opportunity to develop connections with those who have similar investment goals.   How it works: Opal Exchange is by invitation only. After Opal confirms participation, attendees will fill out a unique investment profile which will assist in pairing participants. Using the surveyed information, Managers and Allocators have the opportunity to request specific one-on-one meetings through the Opal Exchange messaging tool. While at the event, Asset managers will have a private “Exchange Hub” in which they may host up to 24 intimate meetings with potential allocators. Each exchange will last 25 minutes. After business wraps up for the day, the networking continues with a cocktail reception and a presentation from a keynote speaker. »

Investment Trends Summit

Event : Investment Trends Summit

Date : Mon, 28/09/2015   for 3 Days

Country : USA

City : California

This year's Investment Trends Summit is implementing additional networking components which will encourage education and deal flow. Combining though provoking panels and one-on-one meetings, attendees can expect to discuss various investment opportunities that have promising outlooks for the years ahead. The event will also offer unique networking opportunities and the beautiful sights Santa Barbara has to offer. »

Public Funds Summit East

Event : Public Funds Summit East

Date : Mon, 20/07/2015   for 3 Days

Country : USA

City : Rhode Island

Opal Financial Group's annual public funds conference addresses issues that are critical to the investment success of senior public pension fund officers and trustees in the new millennium. Concerns of funding liabilities for beneficiaries in a world of declining returns yet maintaining a balance between the risk/reward paradigms is center in the mind of many trustees and representatives of pension plans around the country. The exchange of ideas both in and out of the session halls is key in educating and identifying viable alternatives that will address these concerns. We will discuss how surplus returns should affect employee benefit plans; closely examine the processes for selection and evaluation of investment managers. »

Family Office & Private Wealth Management Forum

Event : Family Office & Private Wealth Management Forum

Date : Mon, 20/07/2015   for 3 Days

Country : USA

City : Rhode Island

As Opal Financial Group's flagship event, The Family Office & Private Wealth Management Forum has become Opal's largest family office event in the world.  Known for its rich history and magnificent mansions, Newport, RI attracts thousands of delegates each year. The voyage begins with an annual Regatta Cup race, giving delegates an opportunity to find their inner competitor, and race across the harbor. In the course of three days, family offices, private investors, and investment managers navigate their way through the choppy waters of the past recession, while continuing to explore the best ways to map out their portfolios. Discussions will cover a wide variety of investment topics including direct investing, impact investing, non-correlated assets, and many more. Come join us this July--the forecast calls for fun, networking, and favorable prospects for preserving your family's wealth.   »

Private Equity Latin America

Event : Private Equity Latin America

Date : Mon, 08/06/2015   for 2 Days

Country : USA

City : New York

The 4th Annual Private Equity Latin America Forum is a meeting of the world's largest international private equity managers and investors. The forum brings together 400+ investors, funds, and advisors for a two day meeting discussing sectors, due diligence, and private equity investment opportunities in Brazil, throughout Latin America and around the world. »

Private Wealth Latin America

Event : Private Wealth Latin America

Date : Tue, 20/10/2015   for 2 Days

Country : USA

City : Miami

The Private Wealth Latin America & The Caribbean Forum is a pan-regional wealth management, wealth planning and investment management international meeting for private banks, HNWIs, wealth managers, and family offices. »

The Private Investment Fund Accounting, Operations and Compliance Forum

BY POPULAR DEMAND – We’re bringing our well-renowned and all-encompassing operations event out West!!!   Whether you’re a private equity fund, venture capital fund or a hedge fund, this conference will equip you with practical tips and techniques on promoting a truly compliant and cost-efficient culture within your fund. Top Reasons to Attend: Be in-the-know of recent and upcoming developments from the SEC, FASB, the IRS and other governing bodies Get  a wide variety of expert guidance from some of the industry’s most active and cutting-edge experts Learn how to be ready for an SEC examination and what to expect throughout the process Hear (and share) war stories and lessons learned from becoming FATCA compliant Protect your fund by learning how to properly identify and avoid various operational risks  »

features
Article
EU Flag

Hedge fund manager outlook on the AIFMD

Wed, 22/07/2015 - 19:52

The introduction of the Alternative Investment Fund Managers Directive (AIFMD) into European law in 2013 was part of a series of moves towards greater regulatory oversight of the hedge fund industry in recent years. In our survey, we asked hedge fund managers for their views on the effect of these new regulations on the industry as well as their expectations about the impact of the AIFMD on their firm over the next 12 months, the results of which are analyzed in this extract from the Preqin Special Report: AIFMD in the Hedge Fund Industry – 2015 Update. ... »

Article
Ken MacCuish, Intralinks

A couple of years ago, the title Chief Information Security Officer, or CISO for short, was a foreign concept within the hedge fund community. The winds have changed, however, as hedge funds become increasingly targeted by cyber hackers, causing many to hire a CISO to uphold the network integrity of the firm.  ... »

Article
Sovereign Wealth Funds

Sovereign wealth funds, though small in number and secretive in nature, wield considerable influence as investors as a result of their sizeable assets under management. This extract is taken from Preqin’s latest report which features exclusive content from the 2015 Preqin Sovereign Wealth Fund Review.  ... »

Special report
Hedgeweek Special Report: Hedge Fund Administration

Hedge Fund Administration 2015

Tue, 16/06/2015 - 09:57

Mergers and acquisitions in recent years have changed the face of hedge fund administration. Big custodial banks are likely to dominate the HFA space in years to come, forming one part of a barbell with a number of well-run, well-capitalised independent HFAs on the other end. This report examines the implications for both hedge funds and their administrators... »

Article
North America

Private debt in North America

Fri, 05/06/2015 - 12:06

The North American private debt industry has seen substantial growth in assets over the last decade. This extract from the Preqin Special Report: Private Debt in North America looks at the current state of private debt fundraising and funds currently in market. ... »

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