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July 2017

Opal Group’s Family Office & Private Wealth Management Forum

July 24 - July 26

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…

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Investment Management Institute’s Alternative Investment Consultant’s Summit

July 20

Hear from institutional investors, consultants, and family offices on how to develop new business opportunities with institutional investors. Listen to institutional investors on what they expect from their alternative managers. Leading consulting firms include Cliffwater LLC, Manager Analysis Service, Willis Towers Watson, Smart Consulting LLC and Kamp Consulting Solutions. Topic’s To Be Covered: Differentiating Hedge Funds With Consultants How Institutional Investors are Diversifying Into Alternatives Where The Alternative RFP Process is Changing NYHFR members are eligible for a $300 discount…

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June 2017

Baker Tilly Asset Management’s Breakfast Briefing Series: State Sourcing Income Rules and Considerations for Hedge Funds and Private Equity Funds

June 28 @ 08:00 - 10:00

Gregory Kastner, CPA and a Senior Tax Manager Asset Management for Baker Tilly, and Michele Itri, a partner with Tannenbaum Helpern, will discuss state sourcing income rules and considerations for the alternative investment industry. Specific topics they plan to cover include: Movement towards a single factor formula from the traditional three factors Market based versus costs of performance sourcing regimes “Look through” rules and uncertainties Partnership level tax states Possible income tax withholding requirements, statute of limitations issues and solutions…

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BattleFin Discovery Day New York City

June 14

BattleFin Discovery Days are exclusive events held three times a year with the goal of identifying alpha-generating strategies and cutting edge data sources.  Managers are verified and pre-screened through the BattleFin Stadium App with the best managers receiving capital allocations from BattleFin and our partners.   Once part of the BattleFin community, top managers are able to participate in One-on-One meetings with additional investors. This year at BattleFin Discovery Day Intrepid, BattleFin is also hosting the BattleFin Alternative Data One-on-Ones.  These…

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Family Office & Private Equity Dealmakers Breakfast Series: Limited Partners & The Fundraising Environment

June 1 @ 08:30 - 10:00

Fundraising for Alternative Investments and Private Equity Funds in particular is in a unique market environment.  LPs committing larger sums to fewer funds, and smaller and newer funds still find are finding it more difficult to raise capital. The percentage of funds raised in the $250 million to $1 billion range has fallen to about 26% of overall fundraising, down from 35% in 2010.  In many cases, the relatively few funds that do get capitalized are industry-specific and have carved…

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May 2017

Sohn Investment Conference

May 8 @ 09:00 - 18:00

Recognized worldwide as the original and premier investment idea conference, the Sohn Investment Conference, in partnership with CNBC, gathers the global financial industry for a highly-anticipated day of fresh market picks with the mission of raising funds for pediatric cancer and other childhood diseases. Since its inception in 1995, the Sohn Conference Foundation has raised more than $75 million. World-renowned investors such as Bill Ackman and David Einhorn will share their fresh investment ideas to an audience of thousands of…

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April 2017

CTA Expo New York

April 27 @ 08:00 - 17:00

The New York event on April 27, 2017 is a combination of Emerging Manager Forum and CTA Expo. The Expo / Forum is a one day conference consisting of speakers and panels combined with extensive networking opportunities. Attendees can attend any of the presentations throughout the day or decide to talk and network with other industry professionals. In 2016, the events in New York and Chicago again had capacity attendance and the Miami Forum registrations were up over 20% with…

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March 2017

LendIt USA

March 6 @ 07:30 - March 7 @ 17:30

LendIt USA is the world’s biggest show in lending and fintech, and in 2017 the event returns to New York City, taking over the Javits Center on March 6-7. More than 5,000 attendees from over 40 countries will gather to share ideas, network and learn the latest in all things lending and fintech. With 8 tracks of content, including The Fintech Universe, Bank Technology, Innovation in Lending, and The Investor’s Perspective, as well as our annual PitchIt @ LendIt startup competition,…

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Opal Group’s Family Office Winter Forum

March 1 @ 08:00 - 17:00

Held in one of the world’s largest financial capitals, this one day event perfectly aligns with the culture of the city that never sleeps. Families and financial managers will enjoy a fast pace day of interactive panel discussions and networking breaks. With over 500 delegates there is always an opportunity to meet potential clients. While in the session room, trending investment topics will be addressed by some of Wall Street’s most sought after managers and advisors. Themes of family governance,…

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February 2017

Operations For Alternatives

February 27 @ 08:00 - February 28 @ 17:00

OFA 2017 will bring together operations professionals from hedge funds, private equity, and '40 Act Funds to share best practices, proven strategies, and practical solutions for developing a top-to-bottom culture of compliance and operational efficiencies. You know the challenges: Enhanced regulatory oversight Increasingly stringent compliance requirements Heightened scrutiny from investors Escalating risks from both inside and outside your organization Issues arising from market and political forces OFA covers it all! Over the course of two days of interactive sessions, panel…

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