Hedge Fund Calendar – Upcoming Events 2009
Below is a list of all the major hedge fund conferences and seminars coming up over the next couple of months. If you happen to attend any of these conferences, please feel free to contact us to talk about your experiences. Sponsors should contact us if you want your event listed or if you want to include more information on your event.
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JUNE 2009:
- June 3rd – June 5th, 2009: Venture Capital Investing Conference – San Francisco, CA
- June 4th, 2009: Private Equity Secondaries Seminar – London
- June 7th – June 9th, 2009: Emerging Managers Summit – Chicago
- June 8th, 2009: U.S. Economic Renaissance Conference – New York
- June 10th, 2009: The HFA Symposium on U.S. Hedge Fund Regulation – New York
- June 10, 2009: A New Era in Valuation – Webinar
- June 11, 2009: Carbon Finance North America – New York
- June 12, 2009: The Battle of the Quants III – London
- June 15th – June 16th, 2009: IMN’s Beneficial Owners’ Securities Lending Summit – New York
- June 16th, 2009: HFA Golf Extravaganza – New York, NY
- June 16th, 2009: GAIM International – Monaco
- June 16th, 2009: Hedge Fund Insights Summer Series – Brussels
- June 17th, 2009: The New Form ADV Part 2 – Webinar
- June 18th, 2009: Hedge Fund Insights Summer Series – Amsterdam
- June 22nd – June 24th, 2009: 8th Annual Illinois Public Finance Conference 2009 – Chicago
- June 22nd – 24th, 2009: Managed Funds Association (MFA) Forum 2009 – Chicago
- June 22nd, 2009: Hedge Fund Care Annual Golf Tournament – New Jersey
- June 23rd, 2009: India PE fund Forum 2009 – Mumbai
- June 24th – June 25th, 2009: Investing in Distressed Debt 2009 – London
- June 24th, 2009: RCA Compliance & Risk Management Summit – NYC
- June 24th, 2009: Hedge Fund Business Continuity & Disaster Recovery Planning – Webinar
- June 25th, 2009: Hedge Fund Care’s 4th Annual Poker Tournament – Chicago
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June 3rd – June 5th, 2009: Venture Capital Investing Conference – San Francisco, CA
Hosted by: IBF
Location: The Palace Hotel, 2 Montgomery Street , San Francisco , CA -94134, Phone:415-512-1111
Undoubtedly, this is an unprecedented time for the United States. As our country continues to endure significant challenges, including corporate cutbacks, declining exit opportunities, and the ripple effects of an economic downturn, we are left to ponder how to succeed in the venture business. While the new administration and economic stimulus package provide a ray of hope and cautious optimism, we anticipate that market conditions over the next few years will continue to fluctuate; leaving the VC community rightfully concerned for the growth of their portfolio companies and expected returns for their LPs.
However, it can be argued that despite these bleak economic conditions, the VC industry is now presented with a unique chance to change the game. Through industry consolidation, realistic fundraising benchmarks, and newfound strategies to achieve required milestones to accelerate portfolio company growth, we can continue to serve the entrepreneurial partner and preserve the U.S.’s position as a global leader and innovator.
Now more than ever, our community must gather to re-define the VC model and identify the critical issues impacting our industry. The venture capital business is a hallmark of our country’s leadership position in driving innovation and fostering entrepreneurship and it is imperative that we continue to unite to share strategies on how to nurture start-up growth.
As we celebrate the 20th Annual celebration of the IBF Venture Capital Investing Conference, June 3-5 at The Palace Hotel in San Francisco, CA, myself and other leading industry VC experts will unite to outline the models for success that have worked for our industry in past decades, as well as provide leadership insight on how to conquer through down cycles and capitalize on new opportunities.
Conference topics include:
- Re-Defining the Venture Model: Views From The Valley (State of The Industry)
- Monitoring The Managers: Performance Expectations In Today’s Market
- Moving Goalposts: Shifting The Required Milestones To Accelerate Portfolio Company Growth
- The Impact Of Continued Globalization: How Will Silicon Valley and the U.S. Keep Up
- Back To The Future: Then & Now From VC Veterans
- Exit Strategies In The Wake of The Wall Street Death
- It’s A Small World: Global Partnership Models For GP Fund Managers
- Surviving The Long Winter: Leadership Styles To Nurture Portfolio Companies In An Economic Downturn
- The Valuation Situation
- Creative Financing Strategies Through Fluctuating Market Conditions
- Limited Partners Speak Out On The Survival VC Asset Class
- Institutional Investor Views On The Changed Face of Venture Capital
- LP Benchmarking & Performance Expectations
- Fundraising: The New Criteria For Your Next Fund
- The Secondary Market
- Predictions From LPs & GPs On The Future of Venture Capital: Forecasting The Road Ahead
Uniting over 400 of the most active venture capitalists, limited partners and private equity investors representing over a $trillion in capital.
Providing the unique opportunity to hear leading-edge strategies on investing strategies, maximizing returns, best practices, industry trends, ensuring successful fundraising and optimizing exits. Planned with the assistance of our prestigious advisory board, the IBF Venture Capital Investing conference boasts an unparalleled nineteen-year history for quality of program and seniority of speakers and attendees. This venture capital conference unites the most active venture investors and institutional investors representing over a $trillion in capital.
Audience Profile:
Venture capitalists, institutional investors, corporate investors, limited partners, pension funds, endowments and foundations and other private equity investors.
For more information regarding the program content , please contact:
Christina Riboldi
Executive Producer
christina@ibfconferences.com
Phone: (516) 765-9005 x 180
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June 4th, 2009: Private Equity Secondaries Seminar – London
Hosted by: IIR
Location: America Square Conference Centre
The private equity secondary market is already one of the most important exit options for institutional investors. The present economic conjuncture makes secondaries an even more attractive tool as struggling investors will try an exit under-performing funds to raise much needed capital.
As the field of sellers & buyers in partnership interests in private equity funds, or fund-of-funds continues to expand and the volume of transactions increases, it is crucial to gain a thorough understanding of this market as well as the pitfalls and opportunities it presents to buyers, sellers, intermediaries and advisers. IBC’s private equity secondaries seminar has been designed to help you achieve your strategic goals.
Case Study: One of the Largest secondary transactions in 2009!
• Merrill Lynch Divestment of €150m LP Stake in Kreos Capital to syndicate of top tier Secondary Buyers – Closed in May 2009
Covering:
• Background & Motivations behind the transaction of all the parties
• Valuation, Due Diligence Process & Timeline of transaction
• Challenges overcome to get to the finish line
• Why this transaction closed while most others are not closing
Customer Services:
Tel: +44 (0) 20 7017 7790
Email: kmregistration@informa.com
To register, please visit: http://www.iir-events.com/IIR-conf/Finance/EventReg.aspx?EventID=2279
June 7th – June 9th, 2009: Emerging Managers Summit – Chicago
Hosted by: Opal Financial Group
Location: Chicago Marriott Downtown Magnificent Mile – Chicago
Opal Group’s Emerging Managers Summit will provide attendees with the opportunity to access a diversified group of up-and-coming performance-oriented managers and manager of managers.
The conference will explore the benefits and opportunities offered by investing in emerging managers as well as new strategies for implementing an emerging managers program. If you are an emerging manager, you will learn the procedures used by institutions to launch and maintain successful emerging manager programs. It will showcase a variety of emerging mangers as well as minority-owned manager funds and other high potential smaller investment firms. The Summit will also explore the benefits and opportunities offered by investing in emerging managers as well as new strategies for implementing an emerging managers program.
To register, please visit: www.opalgroup.net or email us at register@opalgroup.net.
June 8th, 2009: U.S. Economic Renaissance Conference – New York
The U.S. Economic Renaissance Conference is designed for financial executives of Hedge Funds, VC Funds, and Private Equity Funds with a genuine passion for this country.
It is dedicated to the proposition that economic recovery is correlated to the rebirth of our manufacturing base. And that base must be restructured to meet the business needs of the 21st Century.
To fix what’s broken requires the support of both the public and private sector. Fresh business opportunities will be aired by key speakers in the light of (i) incentive taxation, (ii) a realistic compromise on health and medical benefits, (iii) a new partnership between management and labor and (iv) yes, the need to raise capital to launch a new manufacturing base.
Contact: Mark Goldberg
Phone: 212-796-4949 option 2
Email: userc@onpointconferences.com
URL: http://www.userc.org/
June 10th, 2009: The HFA Symposium on U.S. Hedge Fund Regulation – New York
Schedule:
• 3:30-4:00pm Registration
• 4:00-5:30pm Keynote & Panel
• 5:30-7:00pm Cocktails
The Hedge Fund Association (HFA) cordially invites you to join with fellow hedge fund investors, managers and industry professionals for The HFA Symposium on U.S. Hedge Fund Regulation on June 10, 2009 in New York.
Earlier this year, several bills were introduced on Capitol Hill to regulate hedge funds. The HFA is actively working to educate lawmakers and engender a reasoned approach on behalf of all industry participants. Attend this event and gain insights from lobbyists, thought leaders and regulatory experts on the potential impact of pending legislation on the hedge fund industry.
This event includes a keynote by Harvey Pitt (former SEC Chairman), panel, Q&A, and cocktails!
Attendance is complimentary, and open to hedge fund investors, managers and industry professionals.
Limited seating, please register today before space runs out: http://hedgefundpr.net/hfa_symposium_ny.html
Should you have any questions, please contact Lara Block, HFA Executive Director, at lblock@thehfa.org or 305.935.7296.
Location: Bloomberg (731 Lexington Avenue New York, NY 10022)
Start Date: Wednesday, June 10, 2009
End Date: Wednesday, June 10, 2009
Url: hedgefundpr.net/hfa_symposium_ny.html
Email: lblock@thehfa.org
June 10, 2009: A New Era in Valuation – Webinar
The Regulatory Compliance Association proudly presents this month’s UK Centric Outreach Program entitled: A New Era in Valuation: Emerging Issues, Case Studies and Best Practice.
Wednesday, June 10th, 2009
General Session: 12 Noon to 1PM (London Time)
Bonus Session: 1pm to 1:30PM (London Time)
As the forces of market losses, declining fund values and rising fund liabilities converge on Institutional Investors, a new era of Valuation issues and concerns has emerged.
Within the valuation arena, best practices must address a set of divergent interests between Investors, Fund Managers, Auditors, Administrators, Trustees/Depositories and other constituencies.
Mark to market has transcended the accounting profession – becoming a primary scapegoat for the global financial crisis. The IASB and FASB continue to argue over principles whilst fending off political interference. All the while, investors and other constituencies continue to suffer.
Consequently, we have arrived in a new era for Valuation practice and procedure.
The CCO University faculty shall provide an in-depth and candid discussion, featuring an array of practical guidance and best practices regarding:
• A State of the Union on IFRS 7;
• “Pricing” procedures – proper controls;
• Fair Value procedures – latest developments and case studies;
• Pricing and Valuation Committees – scope, duties, liability;
• Recordkeeping and documentation requirements;
• New era for working with Administrators – roles, responsibilities, and liability;
• Factoring “liquidity” into the Valuation matrix;
• NAV reporting when a fund is in suspension;
• Case studies in vulture bids, fire sales & inconsistent quotations;
• Roles and responsibilities of Auditors and Trustees
To register, please visit: http://www.rcaonline.org/cco_outreach_uk_registration.phtml
June 11, 2009: Carbon Finance North America – New York
This annual event – the eleventh in the series – will draw together the key players in the US carbon finance industry to explore the implications of the proposed federal cap-and-trade program and other emerging market developments.
Attend to discover the host of potential new opportunities (and associated risks) in a historic new era in US climate policy.
Keynote speaker – Hon. Eileen Claussen, President, Pew Center on Global Climate Change who will address climate policy under the Obama administration including an overview of proposed regulations and their implications for carbon markets.
For more information and to register, please visit:
http://www.environmental-finance.com/conferences/2009/CFNA09/intro.htm
June 12, 2009: The Battle of the Quants III – London
Now in its third year, The Battle of the Quants brings together leading minds to debate the influence and integration of quantitative tools into today’s global hedge fund sector.
This full day event focuses on comparing and contrasting the various quantitative solutions, which are increasingly influencing hedge funds. Capturing the entire spectrum, panelists cover fully discretionary to 100% systematic. Plus, new modeling techniques and algorithms are reviewed. Consisting of several panel discussions of leading educators, hedge funds and investors, this event is one which cannot be missed for both information, idea exchange and networking opportunities.
For more information & latest program updates, please visit : http://www.battleofthequants.com/
June 15th – June 16th, 2009: IMN’s Beneficial Owners’ Securities Lending Summit – New York
As the “Great Recession” continues to rage, the challenges continuing to face Beneficial Owners in 2009 are unprecedented.
Chief among these challenges are cash collateral reinvestment losses, risk management considerations, short selling regulations, program modification issues, and implications for Fixed-Income lending.
In response to the many requests we’ve had to offer an East Coast edition of the Scottsdale Summit, we are pleased to announce The NYC Beneficial Owners’ Securities Lending Summit on June 15-16, 2009.
Highlights include special Closed-Door Sessions for Beneficial Owners Only:
• Pre-Summit Securities Lending Primer (Mid-Morning on Monday)
• Special Topic For BOs (Early-Morning on Tuesday)
As always, the Summit agenda will be developed By Beneficial Owners, For Beneficial Owners. A major highlight of the event will be an Industry Leaders’ Panel Discussion, featuring the participation of notable Beneficial Owners!
For more information, please visit: http://secure.imn.org/~conference/web_confe/index.cfm?sc=20090615_AI_0031&promo=fiaw
June 16th, 2009: HFA Golf Extravaganza – New York
Description:
• Tee Times (9 Holes): 4:00-5:00pm
• Golf Clinic: 4:30-6:30pm
• Cocktails: 6:30-8:00pm
The Hedge Fund Association cordially invites you to join with fellow hedge fund investors, managers and professionals for the annual on Tuesday, June 16, 2009 at the Doral Arrowwood Resort Center in Rye Brook, New York.
Network and enjoy nine holes of golf, or a golf clinic and cocktails at the golf course of choice in Westchester County.
The Doral Arrowwood offers nine spectacular holes by Robert von Hagge, the same mastermind behind the famed Blue Monster in Miami. Acclaimed as one of the most difficult nine-hole courses in the country, the 3,200 yard, par-35 Doral Arrowwood Golf Course features von Hagge’s trademark shadows, bunkers and water hazards, engaging players of every level.
GOLF :
• HFA Members and Hedge Fund Investors $50
• Non-Member Managers or Service Providers $100
GOLF CLINIC: (beginners and above)
• HFA Members and Hedge Fund Investors $45
• Non-Member Managers or Service Providers $90
COCKTAILS ONLY:
• HFA Members and Hedge Fund Investors $25
• Non-Member Managers or Service Providers $50
* Note: Minimum of 6 participants required for golf clinic. Pricing is per person and subject to change. Fees include cocktail reception.
SAVE THE DATES :
• Additional HFA Golf Extravaganza events are planned for July 14, Aug. 11, Sept. 15, and Oct. 13, 2009.
* June 16 will be a special U.S. Open event.
HFA CONTACTS:
Lara Block
Executive Director
Phone: 305-935-7296
Email: lblock@thehfa.org
NORTHEAST CHAPTER DIRECTOR :
Michael Scanlon
HedgeCo Securities
Location: Doral Arrowwood Resort Center Rye Brook, NY
StartDate: Tuesday, June 16, 2009
EndDate: Tuesday, June 16, 2009
Url: hedgefundpr.net/hfa_golf_new_york_June_2009.html
Email: lblock@thehfa.org
To register, please visit: hedgefundpr.net/hfa_golf_new_york_June_2009.html
To join the HFA and enjoy member pricing for this event, please visit: www.thehfa.org
June 16th, 2009: GAIM International – Monaco
GAIM Asia is the leading global hedge fund event for investors and asset managers.
At GAIM International we provide you the unequalled opportunity to assess many the newest global players:
• Ground-Breaking Institutional Investors
• Family Offices & HNW At The Vanguard Of Investing
• Winning Funds From Around The World
• New Strategic Partners
• Innovative Suppliers Of Alternative Capital
• Talented Emerging Managers
• Providers of Infrastructure and Capintro Platforms
• Sound & Restructuring Alternative Businesses
• Entrepreneurial Lenders Of Corporate Credit…
• Emerging & Restructured Fund Intermediaries
• Providers Of Transparent & Liquid New Products
• Leading-Edge New Counterparties
For more information, please visit: http://www.icbi-events.com/gaim/
June 16th, 2009: Hedge Fund Insights Summer Series – Brussels
Financial Times Global Events and Lyxor Asset Management would like to invite you to attend an exclusive event being hosted in Brussels as part of our 2009 Hedge Fund Insights Summer Series.
Would you like to maximise financial opportunities in a top European investment location?
Designed to provide investors with a unique insight into the latest developments and trends in the world of hedge funds, this invitation only event will feature presentations on the latest hedge fund research from Lyxor Asset Management along with contributions from key hedge fund managers.
Attendance is essential if you want to access the latest investment information and maximise your opportunities in the new financial landscape.
Complimentary places, strictly limited to institutional investors and financial professionals, are available so register now to guarantee your attendance.
3 easy ways to book your place:
• Online: http://www.ftglobalevents.com/insights
• Email: finance.event@ft.com
• Telephone: +44 (0)207 775 6653
For more information, please visit: http://www.ftglobalevents.com/insights/Overview.asp
June 17th, 2009: The New Form ADV Part 2 – Webinar
HedgeOp Compliance presents its Excellence in Compliance Seminar Series for investment management professionals.
Navigating today’s ever-changing and complex regulatory environment is a difficult task. HedgeOp’s seminar series is designed to educate investment managers on important compliance-related topics to help streamline and simplify their compliance infrastructure.
On March 2, 2008 the SEC proposed new amendments to Form ADV Part II that would change the substance and form of the disclosure document. The new “Part 2″ would be greatly enhanced from its current form and would create two narrative disclosure documents to replace the current “check-the-box” format. We believe that it is highly likely that the SEC will adopt this rule during the course of 2009, so in this seminar we will focus on the following questions: (i) what are the key changes between the old and new forms?; (ii) what will the format of the new form be and what content will it include?; (iii) does the new ADV Part 2 need to filed with the SEC? If so, when and how often? Join us for this seminar to make sure that you are prepared when this proposed rule becomes a reality.
To register, please visit: http://hedgeop.com/SeminarRegistration.aspx
June 18th, 2009: Hedge Fund Insights Summer Series – Amsterdam
Financial Times Global Events and Lyxor Asset Management would like to invite you to attend an exclusive event being hosted in Amsterdam as part of our 2009 Hedge Fund Insights Summer Series.
Would you like to maximise financial opportunities in a top European investment location?
Designed to provide investors with a unique insight into the latest developments and trends in the world of hedge funds, this invitation only event will feature presentations on the latest hedge fund research from Lyxor Asset Management along with contributions from key hedge fund managers.
Attendance is essential if you want to access the latest investment information and maximise your opportunities in the new financial landscape.
Complimentary places, strictly limited to institutional investors and financial professionals, are available so register now to guarantee your attendance.
3 easy ways to book your place:
• Online: http://www.ftglobalevents.com/insights
• Email: finance.event@ft.com
• Telephone: +44 (0)207 775 6653
For more information, please visit: http://www.ftglobalevents.com/insights/Overview.asp
June 22nd – June 24th, 2009: 8th Annual Illinois Public Finance Conference 2009 – Chicago
Hosted by: Euromoney Institutional Investor PLC
This event will bring together public finance investors, issuers and insurers from across the state of Illinois to exchange ideas and solutions concerning issues ranging from public-private partnerships (PPPs) to school funding and job growth and how each is impacting choices involving investment opportunities and outcomes.
For more information and to register, please visit: www.euromoneyplc.com
June 22nd – 24th, 2009: Managed Funds Association (MFA) Forum 2009 – Chicago
Forum 2009 is MFA’s premier managed futures and global macro investment strategies conference and exposition for professionals in managed futures, hedge funds, funds of funds and their service providers and investors. Sponsored by MFA, Forum 2009 will feature an extensive educational program, special networking opportunities, and an informative exhibition of products and services of interest to industry professionals.
Forum 2009 attendees include CTAs; CPOs; hedge fund and fund of funds managers; prime, securities and futures brokers; pension fund managers; and service providers who support the industry.
Your full conference registration includes entrance to the keynote speakers, general sessions, exhibit hall, breaks, breakfasts, luncheons and evening receptions.
For sponsorship opportunities, please visit:
http://www.managedfunds.org/forum2009/forum-2009-sponsor-levels.asp
To reserve exhibit booth space, please visit:
http://www.managedfunds.org/forum2009/exhibitor-info.asp
June 22nd, 2009: Hedge Fund Care Annual Golf Tournament – New Jersey
The Hedge Funds Care Golf Committee invites you to the 2nd Annual New York Golf Tournament.
When: Monday, June 22, 2009
Where: Echo Lake Country Club, 515 Springfield Avenue, Westfield, NJ 07090
If you are interested in sponsoring the event or for more information, please contact Sarah Blaker at SBlaker@HedgeFundsCare.org or 212-991-9600 ext. 342.
Hedge Funds Care (HFC), established in 1998, is an alliance of hedge fund industry professionals committed to protecting children from abuse and neglect. The group includes money managers, investors, prime brokers, attorneys, accountants, and information providers. Funds are raised through annual Open Your Heart to the Children Benefits in New York, San Francisco, Chicago, Atlanta, Boston, Denver, Toronto, London and the Cayman Islands. To date we have distributed over $18 million in more than 500 grants! These funds are distributed locally to community based nonprofit organizations that provide:
• PREVENTION services to at-risk children and families
• TREATMENT for children who have been physically or sexually abused and support services to non-offending family members
• EDUCATION to enhance awareness and understanding of abuse and neglect for children, parents, and professionals in the community
• RESEARCH on best practices in child welfare
• ADVOCACY to improve child welfare
For more information, please visit: http://www.hedgefundscare.org/event.asp?eventID=15
June 23rd, 2009: India PE fund Forum 2009 – Mumbai
How are PEs in India managing these testing times? Is a secondaries market in the making?
The Forum will focus on critical issues relating to Fund Raising, LP sentiments & defaults, Special Opportunity Funds, Debt Restructuring, PIPE Deals, Investment and Exit Strategies, Role of Mezzanine Funds, State of Buyout Funds and Hedge Funds.
Pursuant to IVCJ’s successful conferences and workshops on private equity, Dickenson desires to establish a more meaningful and timely event to aid private equity players in passing through tough economic times. The conference is aimed at covering topics such as Domestic and International Fund Raising, LP Defaults, Retail Fund Raising, Special Opportunity Funds, Debt Restructuring, PIPE Deals, Devising Best Investment and Exit Strategies, Role of Mezzanine Funds, State of Buyout Funds and Hedge Funds.
For more information or to register, contact:
IVCJ PE Journal for India
+91 22 6627 6530
jayesh.kanaskar@dickensonmedia.com
http://www.vcindia.com/conf-pett-march09.asp
June 24th – June 25th, 2009: Investing in Distressed Debt 2009 – London
Organizers: IIR- UK
Description: Bringing you the insight from the experts in Distressed Debt Investing & Restructuring
Discount: £100 for registered users, VIP Code: KM2221HF
Location: Jolly St Ermins, London
Start Date: Wednesday, June 24, 2009
End Date: Thursday, June 25, 2009
Url: www.iir-events.com/IIR-Conf/page.aspx?id=19503
Email: Kmregistration@informa.com
June 24th, 2009: RCA Compliance & Risk Management Summit – NYC
The Regulatory Compliance Association proudly presents: The 2nd Annual Compliance & Risk Management Summit
LOCATION: Marriott Marquis, Times Square, New York, NY
DATE: Wednesday, June 24th, 2009
TIME: 8AM TO 7PM
CONFERENCE AGENDA:
• A New Era for Due Diligence Process and Practice
• Operational Risk: Emerging Issues and Systems of Control
• Systematic Risk – A New Frontier, a New Regulator
• First Valuation, Now Existence: Latest Case Studies and Best Practice
• Taxation: Surveying the Pitfalls of a New Landscape
• Regulation Spawns a New Dawn for Credit Derivatives
• Refining Compliance Programs to Address the New Regulatory Examination Environment
• Litigation and Enforcement Actions: The Driving Force for 2010
• Cocktail Reception
SPEAKING FACULTY:
• Walter Zebrowski, JD, CPA, CIO/COO, Hedgemony Partners, Chairman, Regulatory Compliance Association
• Dan Driscoll, CPA, EVP and CCO, NFA
• Howard Altman, CPA, Co-Managing Principal, Rothstein Kass
• Chris Mears, CPA, Principal, Rothstein Kass
• Michael Oats, CPA, Principal, Rothstein Kass
• Gary Berger, CPA, Principal, Rothstein Kass
• Matthew Eisenberg, JD, Partner, Finn, Dixon & Herling
• Martin Schwartz, JD, CPA, CCO, Millennium Partners
• Marc Baum, JD, Partner and General Counsel, Offit Capital Advisors
• Kip Allardt, COO, CCO, Discovery Funds Management
• Mark Polemeni, JD, GC & CCO, Alexandra Investment Management
• Mark Schein, JD, CCO, York Capital
• Myles Edwards, JD, Counsel, Kent, Beatty, and Gordon
• James Tomeo, COO & Senior Portfolio Manager, SSARIS Advisors
WHY ATTEND:
The Obama plan for regulatory reform places the alternative investment industry squarely within its cross hairs, and is more far-reaching than initially expected. In particular, the legislation will create a new “systemic risk regulator” that will have incredibly broad new oversight powers as well as the authority to directly intervene in “systematically important” financial institutions.
The legislation shall impose a litany of new regulatory requirements upon Alternative Investment Funds and have a substantial impact upon all industry participants including service providers. Equally as important, the new legislation provides for the direct regulation of credit derivatives, including credit-default swaps.
Moreover, on the global stage, the UK and several European governments support similar initiatives.
To gain a comprehensive perspective of how to hurdle these challenges and seize new opportunities, the Regulatory Compliance Association and our Event Partners are proud to present our 2nd Annual Compliance and Risk Management Summit™.
For more information and to register, please visit: http://rcaonline.org/conference_0624.phtml
June 24th, 2009: Hedge Fund Business Continuity & Disaster Recovery Planning – Webinar
Attention Hedge Fund Managers…will your company be prepared if disaster strikes?
Event: Business Continuity and Disaster Recovery Planning – Free Webinar
When: June 24 ,2009 2:15 p.m. Eastern
Duration: 30 Minutes
Where: The comfort of your own desk
Your Survival Plan:
Most companies that suffer catastrophe never reopen for business. An hour of downtime can cost hundreds of thousands of dollars in lost productivity. If your company hopes to survive, you’ll need a plan.
By prioritizing your potential risks, determining scope of impact to your business and analyzing possible costs, our team will tailor and develop an effective, customized BC/DR plan of action.
Our proven, best-practice approach lowers program costs and helps speed service delivery. We’ve developed a detailed, holistic, business-focused approach to recovery that covers all aspects, including:
• Risk assessment
• Process and technology mapping
• Tactical business and IT solutions
• Regulatory requirement compliance
• Ongoing measures
• Business value assessment
• Training and strategy necessary to continue business operations following a disaster
• BC/DR planning
Join Us for this important webinar where we’ll examine how to best prepare your company for the worst and avoid a prolonged interruption of mission critical operations. Business continuity (BC) and disaster recovery (DR) aren’t new concerns, but at this webcast you will discover the importance of being prepared.
We will discuss:
• How to protect much more of your data and impact your recovery point objective (RPO)
• How to recover quickly and dramatically improve your recovery time objective (RTO)
• The importance of including application, network, and storage IT staff in your plan
• Bring your questions for our panel to discuss during the live Q&A following the presentation.
About us:
Network Doctor keeps your information systems running smoothly and efficiently. We are your IT department and trusted technology advisor. Our team of system engineers are experts in maintaining network infrastructure for hedge funds and investment advisors, understanding the industry’s compliance requirements and the necessity for maximum up-time. Network Doctor is recognized as being of the highest caliber by our clients and by industry leading hardware and software manufacturers. Network Doctor services include network design, build-out, support, and management, as well as 24x7x365 coverage, proactive maintenance, server monitoring, business continuity/disaster recovery planning, penetration testing, security audits, data protection/backup services, and document management.
Network Doctor is headquartered in Englewood Cliffs, NJ and services clients in New York, New Jersey, Connecticut, Los Angeles, Chicago and Miami.
To register, please visit: https://ingrammicro.webex.com/ec0509l/eventcenter/enroll/register.do?siteurl=ingrammicro&formId=0&confId=129962986&formType=0&loadFlag=1
June 25th, 2009: Hedge Fund Care’s 4th Annual Poker Tournament – Chicago
The Hedge Funds Care Midwest Committee of Hope cordially invites you to their 4th Annual No-Limit Texas Hold’em Poker Tournament.
The evening will include an open bar, food, prizes for winners, and even a raffle for both players and spectators.
WHEN: Thursday, June 25, 5:30pm
WHERE: Joe’s Sports Bar, 940 West Weed Street, Chicago, IL 60622
Hedge Funds Care (HFC), established in 1998, is an alliance of hedge fund industry professionals committed to protecting children from abuse and neglect. The group includes money managers, investors, prime brokers, attorneys, accountants, and information providers. Funds are raised through annual Open Your Heart to the Children Benefits in New York, San Francisco, Chicago, Atlanta, Boston, Denver, Toronto, London and the Cayman Islands. To date we have distributed over $18 million in more than 500 grants! These funds are distributed locally to community based nonprofit organizations that provide:
• PREVENTION services to at-risk children and families
• TREATMENT for children who have been physically or sexually abused and support services to non-offending family members
• EDUCATION to enhance awareness and understanding of abuse and neglect for children, parents, and professionals in the community
• RESEARCH on best practices in child welfare
• ADVOCACY to improve child welfare
To view the invitation, please visit: http://www.finalternatives.com/files/HFC%20Poker%20Tournament%202009%20Final.pdf
For more information, please visit: http://hedgefundscare.org/event.asp?eventID=17
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JULY 2009:
1. July 8th – July 10th: Family Office & Private Wealth Management Forum – Newport, RI
2. July 8th, 2009: Public Funds Summit East – Newport, Rhode Island
3. July 9th, 20098: EU Emisions Trading 2009 – Brussels
4. July 12th – July 15th, 2009: Investing in Real Estate/Real Assets – Jackson Hole, WY
5. July 13th – July 16th, 2009: Private Banking World Brazil – San Paulo
6. July 15th – July 18th, 2009: Investing in Private Markets – Jackson Hole, WY
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July 8th – July 10th: Family Office & Private Wealth Management Forum – Newport, RI
Opal Financial Group’s annual Family Office/Private Wealth Management Forum will return to the Hyatt Regency in beautiful Newport, Rhode Island in 2009.
The Forum is Opal’s premier conference for high net worth individuals and family offices in North America. From July 8-10, private investors and money managers from around the globe will return to this picturesque setting for three days of engaging discussions on the latest investment trends.
The Forum will explore the challenges and opportunities associated with investing in emerging markets, alternative investments, distressed real estate, direct energy and numerous other asset types. Opal will kick off the event with its 3rd Annual America’s Cup Regatta, in which attendees will have the opportunity to work with a professional sailing charter crew while competing against industry peers.
Contact e-mail: marketing@opalgroup.net
Contact number: (212) 532-9898 x241
For more information, please visit: http://www.opalgroup.net/conferencehtml/2009/family_office_private_wealth_management_forum_2009/family_office_private_wealth_management_forum.php
July 8th, 2009: Public Funds Summit East – Newport, Rhode Island
Opal Financial Group’s annual public funds conference will address issues that are most critical to the investment success of senior public pension fund officers and trustees.
The Summit will cover how surplus returns should affect employee benefit plans, the processes for selection and evaluation of investment managers, legal concerns with fund investment and management policies as well as the benefits and pitfalls of a wide variety of investment strategies.
By focusing on an atmosphere of education and networking, the Public Funds Summit will provide a unique environment in which representatives of public funds can exchange ideas and learn from other delegates, money managers, consultants and other attendees.
Contact e-mail: marketing@opalgroup.net
Contact number: (212) 532-9898 x241
For more information, please visit: http://www.opalgroup.net/conferencehtml/2009/public_funds_summit_east_2009/public_funds_summit_east.php
July 9th, 2009: EU Emisions Trading 2009 – Brussels
Attend this high-profile conference to hear top emissions trading specialists share their knowledge of how to maximise opportunities in Phase II, and prepare for Phase III, of the EU Emissions Trading Scheme.
Keynote speaker – Artur Runge-Metzger, Head of International Climate Negotiations, European Commission who will give the European Commission’s view on international negotiations on climate change – outcomes from the UN meeting in Bonn on 1-12 June and expectations for Copenhagen in December.
Keynote speaker – Henry Derwent, President & CEO, IETA who will review and assess the implementation of Phase II of the EU ETS.
For more information and to register, please visit:
http://www.environmental-finance.com/conferences/2009/EUET09/intro.htm
July 12th – July 15th, 2009: Investing in Real Estate/Real Assets – Jackson Hole, WY
Hosted by: NMS Management
Location: Jackson Hole, WY
Start Date: Sunday, July 12, 2009
End Date: Wednesday, July 15, 2009
Our “invitation only” Select Series forum will gather together a limited group of investors from top endowments and foundations along with a distinguished group of about ten investment managers representing a wide range of expertise. Leading practitioners and peer institutions will likely offer extraordinary value as you seek to understand and make decisions that may impact your portfolio significantly. Through facilitated sessions, presentations, and small group discussions we will explore the issues most relevant to institutions with significant allocations to real estate/real asset investments in their portfolios. Mandatory attendance is required at all sessions, receptions and dinners.
For more information and to register, please visit: http://www.hedgefundconferences.com/Conferences.aspx?RowID=2403
July 13th – July 16th, 2009: Private Banking World Brazil – San Paulo
Hosted by: Terrapin
Location: Hotel Unique, San Paulo
The private wealth market in Brazil is exploding at an exponential rate. The amount of new wealth created in Brazil between 2004 and 2007 was US$1.6 trillion. The Brazilian market currently accounts for 40% of the Latin American market which is valued at a total ofUS$3.4 trillion.
Ground breaking content:
Private Banking Brasil will provide you with 40+ speakers from the leading local and international private banks and family offices. They will be talking about the issues that keep you up at night. They will tell you how they are growing their businesses in the local market in the wake of global market turmil and international bank bail outs and bankruptcies.
As Brazilian family offices and HNWIs reassess their portfolios and where they are managed we will deliver you answers to your most pressing questions.
Private Banking Brasil will deliver CEOs of the leading private banks and family offices to ensure that you can continue to deliver value to your clients and grow your market share in Brazil.
In addition, family office CEOs and CIOs from Brazil will offer a critical insight into what HNWIs want from their wealth manager.
Private Banking Brasil is the event where you can leave with ideas and opportunities that will ensure you make the right decisions in these times of market turmoil.
For investment banks, asset managers and service providers:
Brazilian family offices and private banks are critically assessing their asset managers, investment banks and service providers as they attempt to navigate the torrid financial and regulatory markets. There is a strong flight to quality and client retention and acquisition has never been more of an issue.
Your brand, your people and your product need to be seen as the industry leader.
What we can provide:
• Branding and positioning – being seen as an industry leader in the Brazilian private banking and wealth management market
• Lead generation – meeting new family offices and private banks in a cost and time effective manner
• Establish credibility for your product or services by delivering a strong commercial message straight to your buyers
• Create awareness, raise your profile and get your brand, product or service in front of key decision makers in this space
No other Brazilian private banking event can give you one-to-one access to so many senior decision-makers from family offices and private banks from across the region. Don’t settle for second best; get real ROI by being part of the global private banking industry’s most comprehensive marketing campaign.
For more information and to register, please visit: http://www.terrapinn.com/2009/pbbrasil/
July 15th – July 18th, 2009: Investing in Private Markets – Jackson Hole, WY
Hosted by: NMS Management
Location: Jackson Hole, WY
Start Date: Sunday, July 15, 2009
End Date: Wednesday, July 18, 2009
Our “invitation only” Select Series forum will gather together a limited group of investors from top endowments and foundations for comprehensive discussions on the latest trends and developments in the private markets space. Attendance at the roundtable will be complemented by a distinguished group of about ten investment managers representing a wide range of expertise. Through facilitated sessions, presentations, and small group discussions we will explore the issues most relevant to institutions with significant allocations in their portfolios. As always, the agenda will be one of substance, engaging participants in a thoughtful exchange of ideas across strategies and investment opportunities both domestically and abroad. Mandatory attendance is required at all sessions, receptions and dinners.
For more information and to register, please visit:
http://www.nmsmanagement.com/ss-privatemarkets.html\
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SEPTEMBER 2009:
1. September 9th – September 10th, 2009: Due Diligence for Fund of Funds & Hedge Funds – London
2. September 17th, 2009: JetFin Green 2009 – Geneva, Switzerland
3. September 23rd – September 25th, 2009: Opal’s Investment Trends Summit – Santa Barbara, CA
4. September 24th 2009: The 8th Annual Family Office Symposium – Aventura, Florida
5. September 30th, 2009: Staying Prepared for an SEC Audit – Webinar
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September 9th – September 10th, 2009: Due Diligence for Fund of Funds & Hedge Funds – London
Hosted by: IBC UK
Location: Dexter House, London, UK
Description: Meeting Investor Demands post Madoff
Exposure to the turmoil and fraudulent events of 2008 and the subsequent fallout, has led to fund of funds and hedge funds facing a drive by investors towards more stringent regulation, enhanced scrutiny and transparency. Madoff, large scale redemptions and lawsuits – these are just some of the unremitting issues impacting your industry. The upshot is that fund of funds and hedge funds are now facing an onslaught from Regulators and Industry Bodies in key areas, in particular due diligence.
Speakers include:
• Julian Shaw, Head of Risk Management, Permal Investment Management Services Limited
• Dr. Ranjan Bhaduri, Managing Director, AlphaMetrix; Head of Research, AlphaMetrix Alternative Investment Advisors
• Jérôme de Lavenère Lussan, Managing Director, Laven Partners
• Christoph Manser, Global Head of Fund of Hedge Funds, AXA Investment Managers
• Stephen C. Smith, Head of Liquid Alternatives , Credit Suisse Asset Management Limited
• Cédric Kohler, Head of Fund of Hedge Funds Team, Lombard Odier Darier Hentsch & Cie
• Representative from Simmons & Simmons
• Adrian Maher, Managing Director, Swiss Financial Services (Ireland)
• Max Ferri, Manager & Senior Analyst, Laven Partners
• Rick Di Mascio, Chief Executive, Inalytics
• Ian Headon, Vice President, Northern Trust
• Debbie Payne, Director, Hedge Funds Team, PricewaterhouseCoopers
• Nathanael Benzaken, Managing Director, Head of Hedge Fund Research & Selection, Lyxor Asset Management
• Gabriel Bousbib, Senior Managing Director, Executive Committee, Gottex Fund Management
• Jarkko Syyrilä, Director, International Relations, Investment Management Association
What will be addressed:
• How have industry failures necessitated increased efficiency in due diligence?
• Leverage, liquidity & counterparty risk in due diligence
• Best practice qualitative & quantitative due diligence execution
• Can you prove it? The importance of performance track record & verification
• The value of independent operational due diligence
• Perspectives from the institutional investor: private bank – due diligence: frankly, do we need it?
• The growing list of Madoff related lawsuits – surviving litigation
• Panel discussion: How is the fund of funds model changing?
• The hedge fund manager’s perspective post Madoff – measuring risk on a portfolio
• Risk control within the fund
• Panel discussion: The tide is turning toward managed accounts
• can fund of funds work with this change of investor appetite?
• Tax aspects of investor due diligence
• Assessing the strength of third party relationships
• Panel discussion: Building investor confidence in asset valuations during turbulent markets
This is your opportunity to fully comprehend:
• The true value of due diligence
• Its objectives
• Qualitative & quantitative
• Performance track record
• Risk assessment & control
• Operations
• Valuation
• Administration
• Value in third parties
• The affects of Madoff
• Investor perspectives
There are a limited number of free places available for Institutional Investors.
Discount: £100 off for registered members
Location: Etc Dexter House, London
Fees: £1299
Start Date: Wednesday, September 09, 2009
End Date: Thursday, September 10, 2009
Url: www.iir-events.com/IIR-Conf/page.aspx?id=20308
Email: Kmregistration@informa.com
To register, please visit: http://www.iir-events.com/IIR-conf/Finance/EventReg.aspx?EventID=2352
September 17th, 2009: JetFin Green 2009 – Geneva, Switzerland
This new, innovative conferene focuses on renewable energy, climate change, water, carbon trading, agro and cleantech funds. It is where investors meet with Green business’s best fund managers.
Why attend JetFin Green 2009 Conference?
With Obama’s Green New Deal, volatile oil prices and global warming, the environment is becoming an important focus for investors around the globe. This event brings together investors and fund managers in this field to examine investment strategies and risks in these areas.
“Jetfin Green 2009” is the ultimate meeting point for investors and managers in search of real returns in green investments.
Leading successful managers specialized in Green Strategies present and explain their investment strategies.
Fund of Funds managers and investors share their views on current strategic and tactical allocations.
Qualified investors, portfolio managers and private bankers compare solutions and examine the issues facing Green investments opportunities, enabling them to take the right decisions in Green investing.
Don’t miss this unique opportunity to participate in “Jetfin Green 2009 Conference”
For more information, please visit: http://www.jetfin.com/english/jetfin_green.php
September 23rd – September 25th, 2009: Opal’s Investment Trends Summit – Santa Barbara, CA
Opal Financial Group’s Investment Trends Summit will serve as an educational forum focused on analyzing trends for the future, as well as exploring ways to implement new strategies in particular investment plans.
Speakers and attendees will discuss topics such as investor’s perspectives, investment management theories, emerging market trends, socially responsible investing, venture capital investing, commodities and more.
As one of our Platinum Series Events, we have designed this investment trends conference to meet the needs of money managers, senior pension fund officers and trustees who prefer smaller, more structured programs. By limiting this event to select managers, participants will be able to more carefully examine a distinct set of topics specifically tailored to their interests.
For more information, please visit: http://www.opalgroup.net/conferencehtml/2009/investment_trends_summit_2009/investment_trends_summit.php
September 24th 2009: The 8th Annual Family Office Symposium – Aventura, Florida
Hosted by: Financial Research Associations, LLC
Description: An event like no other, the annual Family Office Symposium brings families from all over the world together to share and learn best practices, time tested strategies and innovative solutions in wealth management and family governance.
Your family and wealth managers have never faced so many challenges:
• What are the most viable liquidity solutions and post-meltdown investment strategies?
• How can you ensure your family and wealth are protected from scandal and fraud?
• Who can you really trust to manage your wealth and what is needed to rebuild damaged relationships with advisors?
• What steps should you take today to proactively preserve your wealth in the long term?
• How do you reconcile your vision and values with the next generation’s goals to ensure your family’s lasting legacy in a changing world?
This year’s events offers sessions on these key topics:
• Advisor Selection & Management in a Post-Madoff World
• Post-Meltdown Investment Strategies & Risk Management
• New Initiatives in Tax & Estate Planning
• Managing Philanthropy in a Changing Landscape
• Forward-thinking Family Office Management & Structure
Special Presentations from highly regarded topic experts, including:
• We’re all Irrational Now – And other insights from behavioral Finance
• The crucial role of art and rare collections in estate planning and liquidity strategies
• Sex, drugs and rock ‘n’ roll: Protecting the good name of your family in the YouTube age
• Megatrends: How will the family office industry be transformed
And don’t miss our families-only mimosa breakfasts, open forum discussions and peer-exchange sessions on the most pressing topics for families and high net worth individuals, including:
• Effectively transitioning leadership to the family’s next generation
• How do you rebuild trust between advisors and families?
• Women & wealth: What’s keeping women of wealth awake at night?
• How does your family engage its youth? A delegate colloquium
• How to profit from Distressed Investing: Different strategies for success
• View from the Corner Office: Family office executives share their vision of the future
Location: The Turnberry Isle Resort, Aventura, Florida
Start Date: Thursday, September 24, 2009
End Date: Friday, September 25, 2009
Url: www.frallc.com/conference.aspx?ccode=B691
To register, please visit: http://www.frallc.com/register.aspx?ccode=B691
September 30th, 2009: Staying Prepared for an SEC Audit – Webinar
HedgeOp Compliance presents its Excellence in Compliance Seminar Series for investment management professionals.
Navigating today’s ever-changing and complex regulatory environment is a difficult task. HedgeOp’s seminar series is designed to educate investment managers on important compliance-related topics to help streamline and simplify their compliance infrastructure.
If you’re like most investment managers registered with the SEC, you dread the day that the SEC knocks on your door to conduct an audit. This seminar focuses on identifying the areas of your business that are likely to be scrutinized during an SEC examination and provide guidance on how you can stay prepared for an SEC audit. In addition, we offer practical advice on how your firm can build a compliance program that will clearly demonstrate your firm commitment to building and maintaining a “culture of compliance.”
To register, please visit: http://hedgeop.com/SeminarRegistration.aspx
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OCTOBER 2009:
1. October 15th – October 16th, 2009: Institutional Investor Education Benefit Forum – San Antonio, TX
2. October 15th – October 16th, 2009: Emerging Manager South Summit – San Antonio, TX
3. October 19th – October 21st, 2009: European Alternative & Institutional Investing Summit – Monte Carlo, Monaco
4. October 19th – October 21st, 2009: European Investing in Distressed Securitization Summit – Monte Carlo, Monaco
5. October 25th – October 27th, 2009: Endowment & Foundation Forum – Boston, MA
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October 15th – October 16th, 2009: Institutional Investor Education Benefit Forum – San Antonio, TX
Hosted by: Opal Financial Group
Location: Westin River Walk, 420 Market Street, San Antonio, TX – 78205, Phone: (210) 224-6500, Fax: (210) 444-6000
This institutional investor conference will bring together representatives of public, corporate and Taft-Hartley pension funds, as well as individuals and trustees of endowments and foundations, for three days of engaging discussions on a broad range of investment topics, challenges and strategies. A significant portion of the event’s profits will be donated to the Hispanic College Fund and the Thurgood Marshall College Fund.
Topics of Discussion Include:
• Investing in Infrastructure
• Indexing, Trends and Developments
• Real Estate, Innovative Insights and Perspectives
• Developments in the Fixed Income Sector
• A Case for Emerging Managers
Sponsorship, Exhibition & Speaking Opportunities:
• Call: 212-532-9898 x 275
Conference Registration Prices:
• Standard Registration – ($2495 USD)
• Plan Sponsor/Family Office Registration – (Complimentary)
* Registration price reflects $100 online discount
To register, please visit: https://www.opalgroup.net/forms/register/attendee1.php
October 15th – October 16th, 2009: Emerging Manager South Summit – San Antonio, TX
Hosted by: Opal Financial Group
Location: Westin River Walk, 420 Market Street, San Antonio, TX – 78205, Phone: (210) 224-6500, Fax: (210) 444-6000
If you are looking to expand and diversify your asset allocation by investing in emerging managers as well as women and minority owned investment managers, the emerging managers conference will provide the unique opportunity to access a diversified group of up-and-coming performance-oriented managers and manager of managers. The conference will explore the benefits and opportunities offered by investing in emerging managers as well as new strategies for implementing an emerging managers program. If you are an emerging manager, you will learn the procedures used by institutions to launch and maintain successful emerging manager programs. This event will showcase a variety of emerging mangers as well as minority-owned manager funds and other high potential smaller investment firms, and it will offer participants invaluable networking opportunities.
Sponsorship, Exhibition & Speaking Opportunities:
• Call: 212-532-9898 x 275
Conference Registration Prices:
• Standard Registration – ($1995 USD)
• Plan Sponsor/Family Office Registration – (Complimentary)
* Registration price reflects $100 online discount
To register, please visit: https://www.opalgroup.net/forms/register/attendee1.php
October 19th – October 21st, 2009: European Alternative & Institutional Investing Summit – Monte Carlo, Monaco
Hosted by: Opal Financial Group
Location: Fairmont Monte Carlo Hotel, 12 Avenue des Spélugues, Monte Carlo, 9800 MONACO, Phone: 377-93-15-48-52
Opal’s annual alternative investing conference will bring together institutional investment and private wealth management industry professionals from throughout North America and Europe for three days of engaging discussions on a wide range of common investment challenges and opportunities in both traditional and alternative investments. As we move forward, the ever-quickening pace of globalization compels investors and managers to continuously look beyond their own borders for innovative solutions to increasingly complex investment decisions. This event is a unique opportunity for meaningful exchange with colleagues from both sides of the Atlantic on a wide range of investing topics that are common to all who are charged with the management of institutional and sizable private assets.
UNIQUE CONFERENCE FORMAT:
The EUROPEAN ALTERNATIVE & INSTITUTIONAL INVESTING SUMMIT will exclusively feature dialogue driven panel discussions led by institutional investors, consultants and academics. Power Point presentations are prohibited.
DIVERSE PARTICIPANT DEMOGRAPHIC:
The EUROPEAN ALTERNATIVE & INSTITUTIONAL INVESTING SUMMIT will feature participants from over a dozen countries from throughout Europe and North America
Featured Sessions will Include:
• Pre-Conference Workshop: Diversification for Its Own Sake? Fund of Funds or Going Direct: A Fresh Perspective
• Meet the Managers
• The Risk Debate: Do Institutional Investors Understand the Risks of the Current Market?
Panel Discussions will Include:
• Inter-Continental Institutional Investor Discussion
• Inter-Continental Private Wealth Discussion
• What Opportunities Have Arisen for Institutional Investors as a Result of the Credit Market Dislocation?
• Improving Risk-Adjusted Returns with Hedge Fund Replication Clones and Alternative Beta Strategies
• What Do Credit Crunch and Listed Market Declines Mean for Investors’ Private Equity Allocations?
• How Should Investors Seek to Integrate Alpha and Beta Decisions in Their Portfolios?
• Convergence of Alternative Investments – Is It Happening, What Does It Mean?
• Will Current Global Market Conditions Continue to Sustain the Commodity Boom or Lead to a Bursting Bubble?
• What Levels of Allocation are Institutional Investors Making to Real Estate and How Do Their Approaches Vary?
• Evaluating Risks and Opportunities in Emerging Markets
• Risk Conscious Portfolio Construction: FX Risk/Reward Case Study
• Strategy Allocation and Manager Selection in Fund of Funds: What is More Important and What Are the Factors for Success?
• Integrating Responsible Investment Principles in Institutional Investors’ Portfolios
• Incorporating Climate Risk Issues Into the Investment Process
Sponsorship, Exhibition & Speaking Opportunities:
• Call: 212-532-9898 x 257
Conference Registration Prices:
• Early Bird Registration – ($2695 USD)
• Standard Registration – ($2895 USD)
• Plan Sponsor/Family Office Registration – (Complimentary)
* Registration price reflects $100 online discount
To register, please visit: https://www.opalgroup.net/forms/register/attendee1.php
October 19th – October 21st, 2009: European Investing in Distressed Securitization Summit – Monte Carlo, Monaco
Hosted by : Opal Financial Group
Location: Fairmont Monte Carlo Hotel, 12 Avenue des Spélugues, Monte Carlo, 9800 Monaco, Phone: 377-93-15-48-52
This 8th Annual distressed securitization conference will return to Monaco and will cover a wide array of topics related to distressed securitization not only in European, but also in world markets. The Summit will provide a forum where broker/dealers, rating agencies, lawyers and accountants can learn the latest strategies for staying afloat in today’s volatile markets. It will also provide the means to stay current with recent regulatory changes, rating agency methodologies, and legal, tax and structural considerations.
Sponsorship, Exhibition & Speaking Opportunities:
• Call: 212-532-9898 x 222
Conference Registration Prices:
• Earlybird Registration – ($1695 USD)
• Standard Registration – ($1895 USD)
• Investor Registration – ($495 USD)
• Issuer Registration – ($795 USD)
* Registration price reflects $100 online discount
October 25th – October 27th, 2009: Endowment & Foundation Forum – Boston, MA
Hosted by: Opal Financial Group
Location: Hyatt Regency Boston , One Avenue de Lafayatte, Boston, Massachusetts, 02111, Phone: (617) 912-1234, Fax: (617) 451-2198
Opal’s annual endowment & foundation conference is an event intended to provide a forum for the free exchange of ideas concerning portfolio planning and investment strategies. Rather than focusing on a particular investment style, this conference will tackle the issues that are most germane to the nation’s endowments and charitable foundations by examining critical investment topics, as well as the need to align fiscal strategy with the goals of a particular organization. Participants and delegates will speak on a range of issues, including the necessity for non-profit governance for endowments, means of capturing alpha in a portfolio, methods of choosing money managers, and problems of ethics and liability in fiduciary planning, as well as addressing the pros and cons of investing in equity, fixed income, alternative, and real estate products. By targeting the industry sector, guest speakers and participants can gain a greater understanding of how their organizations can utilize and dovetail with particular investment strategies.
Sponsorship, ExhibItion & Speaking Opportunities:
• Call: 212-532-9898 x 275
Plan Sponsors, Endowments and Foundations:
• Call: 212-532-9898 x 275
Conference Registration Prices:
• Early Bird Registration – ($2495 USD)
• Standard Registration – ($2895 USD)
• Plan Sponsor/Family Office Registration – (Complimentary)
* Registration price reflects $100 online discount
To register, please visit: https://www.opalgroup.net/forms/register/attendee1.php
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NOVEMBER 2009:
1. November 9th – November 10th, 2009: Private Equity Summit for Institutional Investors – Carlsbad, CA
2. November 9th – November 10th, 2009: Real Asset Investing Forum – Carlsbad, CA
3. November 18th, 2009: Clean Energy Expo Asia – Singapore
4. November 26th, 2009: JetFin Emerging 2009 – Geneva, Switzerland
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November 9th – November 10th, 2009: Private Equity Summit for Institutional Investors – Carlsbad, CA
Hosted by: Opal Financial Group
Location: La Costa Resort and Spa, 2100 Costa del Mar Road, Carlsbad, CA 92009, Tel. 800.854.5000, Fax. 760.438.9111
Opal Financial Group’s Private Equity Summit For Institutional Investors is an event designed for institutional investors to address current trends in private equity, venture capital and leveraged buyouts. Set to take place in November 2009, this event will investigate a variety of investment avenues and the most effective strategies for investing in each. We will discuss such issues as private equity portfolio theory, fund of funds as an investment vehicle, private equity buyouts in emerging markets, real estate opportunities and pitfalls, fixed income alternative investments, international investing, and more. In addition, we will investigate operation and taxation issues, as well as valuation guidelines in order to keep attendees ahead of the curve for 2008.
Sponsorship, Exhibition & Speaking Opportunities:
• Call: 212-532-9898 x 275
Plan Sponsors, Endowments and Foundations:
• Call: 212-532-9898 x 275
Conference Registration Prices:
• Reduced Registration – ($2495 USD)
• Standard Registration – ($2895 USD)
• Plan Sponsor/Family Office Registration – (Complimentary)
* Registration price reflects $100 online discount
To register, please visit: https://www.opalgroup.net/forms/register/attendee1.php
November 9th – November 10th, 2009: Real Asset Investing Forum – Carlsbad, CA
Hosted by: Opal Financial Group
Location: La Costa Resort and Spa, 2100 Costa del Mar Road, Carlsbad, CA 92009, Tel. 800.854.5000, Fax. 760.438.9111
Opal’s real asset conference aims to provide education and information on real estate and real assets to the key decision makers and other representatives of the nation’s largest pension, endowment and foundation funds. Discussions will focus on reproducible assets such as farmland, buildings or machinery, and irreproducible assets such as land, a mine, or a work of art. The event will offer a chance for investors and managers to exchange ideas and to learn from other delegates and presenters within this niche investment community. Institutional investors will come from across the country not just to network but also simply to learn from the nation’s leading asset managers, hedge funds and consultants.
Sponsorship, Exhibition & Speaking Opportunities:
• Call: 212-532-9898 x 275
Plan Sponsors, Endowments and Foundations:
• Call: 212-532-9898 x 275
Conference Registration Prices:
• Early Bird Registration – ($2495 USD)
• Standard Registration – ($2895 USD)
• Plan Sponsor/Family Office Registration – (Complimentary)
* Registration price reflects $100 online discount
To register, please visit: https://www.opalgroup.net/forms/register/attendee1.php
November 18th, 2009: Clean Energy Expo Asia – Singapore
Clean Energy Expo Asia is a unique trading and knowledge-sharing platform for the clean energy industry in Asia Pacific.
The Trade Fair and Conference bring together the leading players in the Technology, Services, Finance and Government sector to address key issues in the area of renewable energy, energy efficiency and sustainable development in the Asia Pacific region. What you can expect:
A holistic and comprehensive platform with a conference and exhibition focusing on solar energy, energy efficiency, biomass energy and geothermal energy.
An extensive international outreach, leveraging on the strength of Koelnmesse’s carbon market events in Europe, USA and Asia, and clean energy events in China to reach out to the international clean energy community.
Strong support from the industry with international and local partners such as the Sustainable Energy Association of Singapore (SEAS), Singapore Tourism Board and the Asian Development Bank.
Singapore’s strategic position as a regional energy hub makes it easy to reach out to the regional markets and players.
For more information, please visit: www.cleanenergyexpoasia.com
November 26th, 2009: JetFin Emerging 2009 – Geneva, Switzerland
‘JetFin Emerging 2009’ is the ultimate meeting point for investors and managers in search of real absolute returns in Emerging Markets, irrespective of market conditions.
• Leading successful managers specialized in Emerging Markets present and explain their investment strategies.
• Fund of Funds managers and investors share their views on current strategic and tactical allocations.
• Qualified investors, portfolio managers and private bankers compare solutions and examine the issues facing the hedge fund industry, enabling them to take the right investment decisions in Emerging Markets.
Don’t miss this unique opportunity to participate in ‘JetFin Emerging 2009’
For more information, please visit: http://www.jetfin.com/english/our_events.php
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DECEMBER 2009:
1. December 2nd, 2009: Reg S-P: Keeping Your Client’s Information Secure – Webinar
2. December 6th – December 8th, 2009: Alternative Investing Summit – Dana Point, CA
3. December 6th – December 8th, 2009: Investing in Distressed Securitization Summit – Laguna Niguel, CA
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December 2nd, 2009: Reg S-P: Keeping Your Client’s Information Secure – Webinar
HedgeOp Compliance presents its Excellence in Compliance Seminar Series for investment management professionals.
Navigating today’s ever-changing and complex regulatory environment is a difficult task. HedgeOp’s seminar series is designed to educate investment managers on important compliance-related topics to help streamline and simplify their compliance infrastructure.
In March 2008, the SEC released a set of proposed amendments to Regulation S-P which seek to require registered investment advisers to enhance the protection of consumer financial information. If adopted, the proposed amendments would require advisers to expand existing safeguards into a more expansive “information security program”. During this seminar, we will help you understand the expanded requirements under the proposal and discuss the hot button topics such as: (i) the identification of reasonably foreseeable risks at your firm; (ii) designing information safeguards to control/manage the identified risks; (iii) setting up a plan for testing and training for staff; (iv) evaluating the programs of your service providers; and (v) developing and reviewing your procedures related to unauthorized access of confidential data.
To register, please visit: http://hedgeop.com/SeminarRegistration.aspx
December 6th – December 8th, 2009: Alternative Investing Summit – Dana Point, CA
Hosted by : Opal Financial Group
Location: Ritz Carlton , 1 Ritz Carlton Dr., Dana Point, CA 92629, Phone: 949-240-2000
This alternative investment conference will bring together trustees and representatives of institutions as well as money managers and consultants to explore the roles of alternative opportunities and strategies. Participants and delegates of this alternative investing conference will investigate a range of critical investment issues, including discussion of the risks and benefits involving private equity, investigating the risks and rewards involved with hedge funds, examining means of cutting costs associated with implementation of absolute returns strategies, reviewing the future of commodities and surveying the landscape of emerging international markets.
The label “alternative” describes a nebulous investment class to many investors, especially those in the institutional world who have strict ethical and fiduciary obligations to their organizations. However, pursuing alternative investments is essential to maximizing returns while maintaining proper asset allocation in plan portfolios of endowments, foundations, family offices, and public and corporate funds.
Sponsorship, Exhibition & Speaking Opportunities:
• Call: 212-532-9898 x 275
Conference Registration Prices:
• Early bird Registration – ($2495 USD)
• Standard Registration – ($2895 USD)
• Plan Sponsor/Family Office Registration – (Complimentary)
* Registration price reflects $100 online discount
To register, please visit: https://www.opalgroup.net/forms/register/attendee1.php
December 6th – December 8th, 2009: Investing in Distressed Securitization Summit – Laguna Niguel, CA
Hosted by: Opal Financial Group
Location: Hotel TBD, Laguna Niguel, CA
Opal Financial Group’s Investing in Distressed Securitization Summit is an educational conference designed for investors, issuers, underwriters, credit enhancers, rating agencies, lawyers and accountants. Participants will learn the newest techniques to maximize returns and reduce risk exposure. An in-depth review of recent regulatory changes, in addition to rating agency methodology, legal, tax and structural considerations will provide attendees with the tools necessary to stay competitive.
The distressed securitization conference will serve as an opportunity for meaningful dialogue to be opened on addressing concerns regarding this dynamic segment of the market. Scheduled to run concurrently with the 10th Annual Alternative Investing Summit, this event promises to be the “must attend” securitization conference of 2009.
Sponsorship, Exhibition & Speaking Opportunities:
• Call: 212-532-9898 x 222
Conference Registration Prices:
• Early bird Registration – ($1695 USD)
• Standard Registration – ($1895 USD)
• Issuer Registration – ($795 USD)
• Investor Registration – ($495 USD)
* Registration price reflects $100 online discount
To register, please visit: https://www.opalgroup.net/forms/register/attendee1.php