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USA : Events and Training

11th Annual Made In America: Taft-Hartley Benefits Summit

Made In America is THE premium educational event for Taft-Hartley Trustees - packed with actionable strategies for success in managing both the investment and health & welfare sides of your fund. Yes, it's two conferences rolled up in one! Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer »

Investment Outsourcing Strategy Summit 2014

Event : Investment Outsourcing Strategy Summit 2014

Date : Mon, 24/03/2014  

Country : USA

City : Boston

This is not an OCIO 101 event; it’s a deeper look at outsourcing.  The conference will focus on innovative strategies for restructuring the investment office to drive increased performance and cut costs. »

Financial Information Management (FIMA) 2014

Event : Financial Information Management (FIMA) 2014

Date : Mon, 24/03/2014  

Country : USA

City : Boston

FIMA is now in it's 10th year! We continue to bring together the leaders in the private banking sector, government & regulatory professionals and business development experts who will share best-in-breed practices for managing data quality and governance. »

Research & Due Diligence for Wealth Management Platforms

Hear the product selection and advisor resource development process of the leading wirehouses, independent and regional broker/dealers, and independent advisor networks in the country! »

Pension De-Risking Summit

Event : Pension De-Risking Summit

Date : Mon, 20/01/2014  

Country : USA

City : New York

Designed by investors, for investors, this event will provide you with invaluable insight into the best strategies for managing your assets and liabilities. »

Trade Tech USA 2014

Event : Trade Tech USA 2014

Date : Tue, 25/02/2014  

Country : USA

City : New York

Since the launch in 2001, TradeTech has become the industry's prime source of strategies, information and networking and is the most comprehensive industry get together in the world. It combines a high level conference, with a large exhibition hall, to combine unparalleled networking, benchmarking and learning opportunities into one event. Created by an industry advisory board, it is an event created “for the industry by the industry” where all the key issues are uncovered, discussed and resolved. Last year TradeTech was fully supported by all of the large investment banks, as well as dozens of solution providers, MTFs, stock exchanges and technology innovation companies and industry media. »

GAIM Investor

Event : GAIM Investor

Date : Tue, 25/02/2014  

Country : USA

City : Cambridge, Massachusetts

GAIM: Investor is an investor-lead alternatives conference for pensions, endowments and foundations, family offices and managers leading the hedge fund space forward into its next chapter. Investor-only seminars, restricted topic roundtables and structured, quality discussions guarantee participants obtain dynamic, problem-solving information from their peers and market leaders. CLOSED-DOOR 3-HOUR INSTITUTIONAL INVESTOR ONLY SEMINAR Leading investors, along with strategic partner, Trusted Insight, host discussions about the industry's most salient issues. Liquid Alts Developing, Managing, Supervising Active Asset Management In House Africa & Other Frontier Markets HF vs PE vs Real Assets vs Long Only Fees - Beyond 2/20 Funds of One ​ AGENDA FEATURES: MANAGING ASSETS AND GROWING CAPITAL THE FUTURE OF HEDGE FUNDS — STRUCTURE, RISK & LIQUIDITY:      New fund structures will disrupt the space in the year ahead. FUTURE ASSET MODELS FOR INSTITUTIONAL INVESTORS?      LPs discuss agnostic asset structures for investor efficiencies LIQUID ALTERNATIVES:      Capturing diversification after market betas DIRECT LENDING AND PRIVATE DEBT:      What are the defining benefits of different segments and structures for direct lending EMERGING MARKETS vs FRONTIER MARKETS:      Evaluating risk and different investing streams »

Hedge Fund Tax 101 and K-1 Boot Camp

Event : Hedge Fund Tax 101 and K-1 Boot Camp

Date : Thu, 30/01/2014  

Country : USA

City : New York

Financial Research Associates’ Hedge Fund Tax 101 and K-1 Boot Camp, taking place January 30-31, 2014 in New York City, will help funds of all sizes and strategies ensure absolute efficiency and compliance. Attend day one, day two, or gain an optimum level of tax prowess and attend both days!   Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer »

3rd Edition Model Risk

Event : 3rd Edition Model Risk

Date : Mon, 27/01/2014  

Country : USA

City : California

This GFMI 3rd Edition Model Risk Conference will be a two-and-a-half day event that not only will look at banks, but will address model risk management in other financial institutions such as asset managers and mortgage associations.   Attendees will come together to minimize model risk under the new Basel III regime, benchmark with peers to improve model validation and learn from industry leaders about how to maximize scarce resources to develop effective model risk management practices today. »

Retail Deposit Optimization and Strategic Management Conference

The GFMI marcus evans Retail Deposit Optimization and Strategic Management Conference will be a two-and-a-half day event that brings together Heads of Retail Deposits, Retail Banking and Deposit Opera »

7th Annual Opportunities in the DCIO Market Summit

Event : 7th Annual Opportunities in the DCIO Market Summit

Date : Tue, 14/01/2014  

Country : USA

City : Boston

Financial Research Associates’ 7th Annual Opportunities in the DCIO Market Summit, taking place January 14-15, 2014 in Boston, features industry innovators, retirement platforms, advisors and consultants discussing the latest trends, updates and information surrounding the defined contribution investment-only industry. Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer »

Projects & Money 2014

Event : Projects & Money 2014

Date : Tue, 14/01/2014  

Country : USA

City : New Orleans

Once again, this January leading project developers and the financial community will gather in New Orleans to kick off their year at Projects & Money. This dynamic event has developed a growing, dedicated following by creating a powerful venue for the project finance community to connect, share information about upcoming project opportunities and hear the best available outlook on the financing landscape and deal making opportunities. Projects & Money is truly the “one stop meeting central for project professionals”…what one attendee calls “a definite annual calendar event”. »

Specialty Finance Summit

Event : Specialty Finance Summit

Date : Wed, 15/01/2014  

Country : USA

City : New York

iGlobal Forum’s Specialty Finance Summit is the go-to forum where senior-level representatives from specialty finance companies meet with private equity firms, hedge funds, wealth management firms, senior lenders and asset managers. It is an invaluable deal-sourcing event, where investors meet potential targets and potential acquirers for their businesses, and issuers share best practice with their peers and generate new funding opportunities. »

Mutual Fund Distribution Forum

Event : Mutual Fund Distribution Forum

Date : Mon, 02/12/2013  

Country : USA

City : Boston

Financial Research Associates’ Mutual Fund Distribution Forum, taking place December 2-3, 2013 in Boston, features thought-leading distribution strategists from the mutual fund giants to the boutiques will share their perspectives and practices as they relate to gatekeeper relationships, partnering with professional buyers, leading sales teams, and challenges relating to fees and pricing pressure. Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer »

Effective Hedge Fund Tax Practices

Event : Effective Hedge Fund Tax Practices

Date : Tue, 19/11/2013  

Country : USA

City : New York

Financial Research Associates’ conference on Effective Hedge Fund Tax Practices, taking place November 19-20 in New York, will provide concise, practical guidance on pressing issues currently »

ASF 2014

Event : ASF 2014

Date : Sun, 26/01/2014  

Country : USA

City : Las Vegas

ASF 2014 is the premier structured finance conference in the world. Hosted by the American Securitization Forum, Inc., the conference attracts the industry's top professionals. ASF 2014 will build off the tremendous successes of recent conferences, featuring extensive one-on-one client meetings, high-level keynote speakers and deeply substantive panel sessions. ASF 2014 will be held at the ARIA Hotel and Convention Center in Las Vegas, NV, January 26-29, 2014. »

Hedgeopolis New York

Event : Hedgeopolis New York

Date : Mon, 04/11/2013  

Country : USA

City : New York

 The Hedge Fund Association and Agecroft Partners proudly present Hedgeopolis New York. We invite you to join us for a full day gathering of decision makers from leading endowments, foundations, funds of hedge funds, family offices, and pension funds. »

Private Banking Latin America – Americas Family Office Forum

 The leading event for private banks and family offices doing business in Latin America The 7th annual Private Banking Latin America conference is where private bankers, wealth managers and families come to network, problem solve and exchange ideas. New for 2013, hear from thought provoking speakers like renowned hedge fund guru Hari Hariharan and reformed ex-con artist Frank Abagnale. The 3rd annual Americas Family Office Forum, brings together 100+ family offices and HNWIs to network, problem solve and exchange ideas on family governance, asset allocation and wealth management best practice. In 2013, we are bringing together a truly diverse line up of speakers including entrepreneurs, ex-fraudsters, mega multi-family offices and single families. Hear from inspiring speakers like Michael Southam and Gustavo Grobocopatel. Take advantage of enhanced networking opportunities including 1-2-1 partnering and speed networking. Get to know your peers during interactive roundtable discussions on family office governance and succession planning, instilling values in the next generation, turning your family business into an international business, innovation in asset allocation, expanding your client base, entering new LatAm markets, and innovation in asset allocation. Confirmed speakers include: »

Private Equity Operations and Compliance Forum

Event : Private Equity Operations and Compliance Forum

Date : Thu, 17/10/2013  

Country : USA

City : New York

 Financial Research Associates’ Private Equity Operations and Compliance Forum has been dedicated to helping CFOs, CCOs and other senior-level fund executives come away with useful, cutting-edge strategies that promote optimum efficiency. Subscribers of Global Fund Media are eligible for a 10% discount with Code FMP115. »

Healthcare Deal Making Summit 2013

Event : Healthcare Deal Making Summit 2013

Date : Tue, 24/09/2013  

Country : USA

City : Nashville, Tennessee

Healthcare Deal Making Summit 2013 will bring healthcare executives from today’s most innovative organizations together with leading investors and financial service providers to explore the business strategies, models and investments that will drive success in the post-Affordable Care Act world. »

Hedge Fund Operational Due Diligence Forum

Event : Hedge Fund Operational Due Diligence Forum

Date : Tue, 22/10/2013  

Country : USA

City : New York

Financial Research Associates’ Hedge Fund Operational Due Diligence Forum features panels of the savviest investors in the country, experts in the fields of law, risk, and valuation, and C-level executives from funds themselves. Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer This conference is designed for investors from pension funds, foundations & endowments, fund of funds and hedge fund managing partners and operations officers. »

11th Annual Winter Forum on Real Estate Opportunity & Private Fund Investing

The Largest Event of its Kind on the West Coast! Now in its eleventh year, IMN’s renowned Winter Forum on Real Estate Opportunity & Private Fund Investing, January 2014, CA, continues to be the industry's meeting of choice to discuss the latest economic, regulatory and market developments and what these ultimately mean for real estate investment. With hundreds of real estate executives with which to network, this is a must attend event for funds, developers, LPs, special servicers and service providers to the industry. »

Single Family Aggregation: The REO-To- Rental Forum

IMN is looking forward to being back in Scottsdale for our 2nd Annual Single Family Aggregation Strategies: The REO-to-Rental Forum December 4-6. This forum will again promise to discuss the latest strategies and management intricacies of Institutional-level Investment in single family houses as well as how Banks, Home Builders and other owners are dealing with their portfolio of foreclosed and vacant properties. »

9th Annual Western Non-Traded REIT Industry Symposium

The Largest Non-Traded REIT Conference on the West Coast! The Non-Traded REIT industry is at an exciting juncture. Opportunities abound in this market sector. However, it also faces some very specific challenges. Transparency, covering distributions, lack of liquidity, increased regulatory scrutiny and an ever-increasing mound of product competing for market share within a shrinking Broker/Dealer community to name but a few. Now in its ninth year, IMN’s Western Non-Traded REIT Industry Symposium – the meeting place for the Non-Traded REIT and Broker/Dealer community in the West – will continue its valued tradition of bringing together the top executives to discuss the leading issues heading the industry’s agenda. »

The Real Estate Private Equity Forum on Land & Homebuilding

From the producers of the Opportunity Funds (1,000+ attendees) and the Single Family Aggregation events (800+ attendees), Information Management Network brings you The Real Estate Private Equity Forum on Land & Homebuilding. The real estate crash of 2007 hit land and homebuilders first and hardest. From 2007 until very recently there weren't any new homes being built and land, held by homebuilders and investors was being foreclosed on by banks or in the most extreme cases being turned back into farm land. Now with a shortage of new homes, homebuilders are again in a building mode. Much of the formerly distressed land has been bought at very low prices by private equity and real estate opportunity funds. These funds are now selling the land, partnering with or financing builders in their acquisition of these lots. »

The 4th Annual Financing, Investing & Real Estate Development for Data Centers

IMN is pleased to be returning to the Bay Area for our 4th Annual Financing, Investing & Real Estate Development for Data Centers Forum October 28-29 in San Jose. Highlights from IMN's two data center forums during the past year include More CEOs......................... 35 C-Level & Presidents Speaking from Data Centers More Speakers.....................90 Speakers More Sessions......................21 Panel Sessions More Top-Level Information.....2 CEO Panels For this 4th 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. »

The 3rd Annual Real Estate General Counsel Forum

Event : The 3rd Annual Real Estate General Counsel Forum

Date : Mon, 30/09/2013  

Country : USA

City : New York

  IMN is delighted to announce the 3rd Annual Real Estate General Counsel Forum (East), A Forum for In-House Counsel of Funds, REITs and Operating Companies taking place September 30-October 1, 2013, in New York, NY. The conference will showcase the current issues & challenges in-house real estate law professionals are confronting, and the strategies and tools they are employing to meet these challenges. »

The 2nd Annual Real Estate CFO Forum (East)

Event : The 2nd Annual Real Estate CFO Forum (East)

Date : Mon, 30/09/2013  

Country : USA

City : New York

Now firmly established in the conference calendar, IMN is delighted to bring its 2nd Annual Real Estate CFO Forum (East) back to New York on September 30-October 1, 2013. As with our successful launch events on both coasts, the 2nd Annual Real Estate CFO Forum (East) will feature panel discussions outlining the current issues and challenges real estate CFOs, treasurers and controllers are encountering, and the strategies and tools they are employing to succeed. »

Chief Investment Officer Summit

Event : Chief Investment Officer Summit

Date : Thu, 26/09/2013  

Country : USA

City : New York

The CIO Summit is a strategy-driven forum within the alternative investment community. It brings together over 150 chief investment officers of hedge fund and private equity allocating institutions and decision makers within the industry for a full day of incisive discussions. We focus on recruiting speakers who have an exposure to hedge fund or private equity investing. »

AlphaMetrix Private Equity Summit 2013

Event : AlphaMetrix Private Equity Summit 2013

Date : Wed, 13/11/2013  

Country : USA

City : Miami

After hosting a sold out 1,600 person Hedge Fund Summit in January, AlphaMetrix Group, LLC is launching the inaugural AlphaMetrix Private Equity 2013 Summit from November 13-15 at the Fontainebleau Hotel in Miami Beach, FL. AlphaMetrix Summits are invitation-only one-on-one networking conferences that bring together top-tier industry professionals from around the world. »

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