Calendar of Events

Email: contact@vcexperts.com to inquire about listing an event.




Best Practices for Launching & Managing an SBIC -- More Capital, More Resources to Grow Small Businesses
Thursday, March 8, New York City

Private Equity Investing In Middle-Market Manufacturing Companies
Thursday, March 15, New York City

Private Equity Investing In Restaurant Companies
Thursday, March 22, New York City

Hosted by: The Capital Roundtable




The 6th Annual Target Date Funds Forum
February 23-24, 2012, The Harvard Club in Boston

The 5th Annual Medicare Marketing Congress
March 1st - 2nd, 2012, The Contemporary Disney Resort, Lake Buena Vista, Florida

The 6th Annual Meeting of RISE
March 19-21, 2012, The Hilton Nashville Downtown, Nashville, TN

The 4th Annual Mastering Due Diligence for Alternative Investments
April 3rd - 4th, 2012, The Princeton Club in New York City

The 13th Annual Sub-Advised Funds Forum
April 18th - 19th, 2012, The Harvard Club, Boston

Private Investment Funds Tax Master Class
May 7th - 8th, 2012, The Princeton Club in New York City

The 2nd Annual Star Ratings Leadership Summit
May 21th - 22nd, 2012, Las Vegas, Nevada

The 10th Anniversary Family Office Symposium
May 7-8th, 2012, The Fairmont Southampton Princess, Bermuda

The Advisor and Broker-Dealer’s Forum on Retail Alternative Investments
May 17-18, 2012, The Princeton Club in New York City

Subscribers of VC Experts are entitled to a 10% discount. Mention FMP141 during registration to enjoy this offer. For more information, please contact Kathie Eberhard at +1 704 341 2439.

Hosted by: Financial Research Associates


Media Partner Listings

February 2012


Investment Education Symposium

February 15-17, 2012, Astor Crowne Plaza, New Orleans, LA

This investment education conference aims to provide broad education and information on investing, fiduciary responsibility and selection of money managers to the key decision makers and other representatives of the nation's largest pension funds, endowments, foundations and other institutional investors. Participants of this conference will have the chance to exchange ideas and learn from other delegates and presenters who manage some of the largest capital flows within both the traditional and the alternative investment communities. Institutional investors will come from across the country not just to network but also to learn from the nation's leading institutional investors, asset managers, hedge fund managers, consultants and more.

Hosted by: Opal Financial Group



March 2012


Institutional Investors' Congress

March 5-6, 2012, London Hilton on Park Lane Hotel, London, UK

This Institutional Investors conference will bring together industry professionals throughout Europe and North America for two days of engaging discussion on a wide range of common investment challenges and opportunities in both traditional and alternative investments. The leaders and practitioners from the institutional investment community will bring to the fore lively discussion and insight on contemporary investment topics in a relaxed environment optimized for information exchange, education and relationship development.


UNIQUE CONFERENCE FORMAT
The INSTITUTIONAL INVESTORS' CONGRESS will exclusively feature dialogue driven panel discussions led by institutional investors, consultants and academics. Power Point presentations are prohibited.

DIVERSE PARTICIPANT DEMOGRAPHIC
The INSTITUTIONAL INVESTORS' CONGRESS will feature participants from over a dozen countries from throughout Europe and North America.

Hosted by: Opal Financial Group



European Family Office Winter Symposium

March 5-6, 2012, London Hilton on Park Lane Hotel, London, UK

The European Family Office Winter Symposium will explore the challenges and opportunities associated with investing in emerging markets, alternative investments, real estate, global credit & fixed income markets along with numerous other asset types. This family office event is the premier event for high net worth individuals and family offices. Private investors and asset managers from around the world will visit this intimate setting for two days of engaging discussions on the latest investment trends.

Hosted by: Opal Financial Group



6th Annual Private Equity Summit for Institutional Investors

March 26-27, 2012, Hyatt at Fisherman's Wharf, San Francisco, CA

6th Annual Private Equity Summit for Institutional Investors is designed for institutional investors to address current trends in Private Equity, Venture Capital and Leveraged Buyouts. Set to take place in San Francisco, CA this private equity conference will investigate a variety of investment avenues and the most effective strategies for investing in each by calling upon leaders across the industry from investment advisory firms, private equity funds and PE advisors within institutions including but not limited to: Public and corporate pension funds, family offices, insurance companies, fund of funds, endowments, foundations and Sovereign wealth funds.


Hosted by: Opal Financial Group



7th Annual Private Equity Southeast Asia Summit

March 7-8, 2012, Marina Mandarin, Singapore

The 7th Annual Private Equity Southeast Asia Summit is the must-attend event for the private equity community. With a seven year track record of bringing together the leading local and international LPs, GPs & advisors it's the key deal making marketplace for the region.

Over 150 of the region’s leading CEO's, chairmen and business owners focused on buyouts, growth capital, distressed asset and venture capital investment will highlight to you the top opportunities in Indonesia, Vietnam, Singapore, Malaysia, Thailand and the rest of Southeast Asia.

Two days of content-rich program give you the opportunity to learn about the latest private equity investing issues and challenges in each specific country in Southeast Asia, and ensure you're fully up to speed on the regions macro trends.

Hosted by: IQPC



2nd Annual SuperReturn Latin America

12 - 14 March 2012, Tivoli São Paulo - Mofarrej, Brazil

Winning Strategies For Maximising Successful Private Equity & Venture Capital Investment In Latin America at the Region's Leading Private Equity and Venture Capital Event

10% Discount VIP Code: FKR23246VCEW - For more information or to register - Call: +55 11 3017 6888 – Email: superreturn@informagroup.com.br

Hosted by: ICBI


April 2012


Real Estate Investors Summit: Dealmakers Conference

April 25-27, 2012, Gansevoort Miami Beach, Miami, Florida

Network with the industry's leading experts as they analyze the opportunities and challenges in the real estate market! Our 2011 event was a tremendous success, with hundreds of delegates at the Gansevoort in Miami, Florida. Opal's 2012 real estate investors conference will focus on the latest developments in the marketplace. It will analyze the opportunities and challenges in the real estate market; examine best practices and explore new deal making strategies.

Opal's Annual Real Estate Investors Summit: Dealmakers Conference promises to be 2012's leading conference and exposition for real estate professionals, hedge fund managers, private investors, family offices, pension funds and other institutional investors. It will provide various networking opportunities along with an educational platform.

Hosted by: Opal Financial Group


May 2012


Private Investment Funds Tax Master Class

May 7-8, 2012, The Princeton Club, New York, NY

Back by popular demand, Financial Research Associates is proud to present the 3rd Annual Private Investment Funds Tax Master Class, May 7-8, 2012 in New York. This unique conference features their Tax Practices for Private Equity Funds program and their Effective Hedge Fund Tax Practices program and brings them together to run concurrently, giving attendees the benefit of mixing and matching sessions according to their preference.




Hedge Fund Track:

  • Tax and Regulatory Update: What Has Changed and How Do These Changes Affect Hedge Funds?
  • OptimizingYour International Tax Planning Practices
  • Recognizing the Implications of Effectively Connected Income
  • IRS Audit Survival Guide: Ensuring That Your Fund is Prepared When the IRS Comes Knocking
  • K-1 Preparation Best Practices
  • What Every Fund Must Know About Unrelated Business Taxable Income
  • State Tax Update for Hedge Funds
  • Getting Ready for FATCA
  • Tax Considerations for Swap Contracts
  • Trader vs. Investor — Digging Deeper Than Ever Before!
  • Tax Considerations for Distressed Debt Transactions
  • Analyzing the Impact of Cost Basis Reporting

Private Equity Track:

  • State of the Industry — New Key Developments Impacting Every Private Equity Fund
  • FATCA Survival Guide
  • Intensive 2-Part Forum On 'Outbound' Foreign Investments
  • Tax Implications of Debt Restructuring, Troubled Portfolios, and Structuring New Deals
  • Private Equity Tax Compliance and Reporting
  • Fund Formation: New Tax Issues and Developments
  • State Tax Seminar: Understanding the Intricacies of State Taxation
  • Tax Considerations for Foreign Investors and Investments Coming Into the U.S.
  • Interactive Forum Addressing Private Equity's Most Pressing Issues
  • Operational Best Practices Pertinent to Today's Private Equity Funds
  • Structuring Compensation: Updates and Trends in Today's Market

Hosted by: Financial Research Associates


June 2012


Private Equity World Latin America

18 - 20 June 2012, Gansevoort Miami Beach Hotel, Miami, FL

Private Equity World Latin America is a three-day conference for investors and C-level directors of Latin American private equity funds. Leading fund managers, investors and operators will gather to do business, be inspired, and identify future partners in the region’s established and emerging sectors, including: infrastructure, mining, power, oil & gas, agriculture, real estate, technology and consumer goods.

Hosted by: Terrapinn



October 2012


The Third Annual 2012 Chief Investment Officer Summit

October 18, 2012, 713 Lexington Ave, New York, NY

The Chief Investment Officer Summit is a conference, designed for the alternative investment community to relate to each other in an intimate environment. Panel topics are focused on current institutional fund manager search techniques, asset allocation tactics, creative investment ideas and strategies, trends and opportunities. Strategies and theories that are discussed at the conferences are derived empirically through actual market experience.

The conference is designed for Investors from leading organizations in the alternative investment community to discuss, learn, and exchange investment ideas and asset allocation strategies.

Here are some benefits of attending the 2012 CIO Summit:

  • Wall Street Journal, Financial Times, and Bloomberg, (co-partner) are media partners at the event
  • The attendees' ratio is 1:1 managers and investors (i.e. 50% investors, 50% managers )
  • ALL of our speakers are active institutional investors within alternative investment industry
  • No service providers are invited to the conference; except for conference sponsors
  • HF event focused for emerging managers
  • With attendees limited to 250 the conference is designed to promote networking in an intimate environment

Partnered by Bloomberg L.P, (The conference will be broadcasted on Bloomberg TV and Deirdre Bolton is moderating panel), Sponsored by Invest Hong Kong, Sante Ventures, etc.

Hosted by: Alpha Institutes



General Listings


February 2012


VCTaskforce: Angel Elevator Pitch
February 16, 2012, Two Palo Alto Square, Palo Alto, CA

Angel Elevator Pitch is a great opportunity for entrepreneurs to network with Angels and other CXOs, to present their company and ideas, and learn first-hand how to raise early-stage capital in today's market.

Hosted by: VC Taskforce



9th Annual Healthcare Life Sciences Private Equity & Finance
February 22 - 23, 2012, The Ritz - Carlton Chicago, Chicago, IL

The healthcare and life sciences markets are in a period of dramatic change. Despite this change, successful private equity funds can still execute deals and achieve capital growth by implementing the right strategies in the right markets. Join us at the premier two-day healthcare-focused private equity and finance conference as we continue to explore new ways to successfully close transactions and achieve growth.

Hosted by: McGuireWoods LLP



VANJ: Joe Allegra, General Partner, Edison Ventures - Investor Guidance on Business Plans and Presentations
February 28, 11:30am - 2:00pm, Marriott Hanover, Whippany, NJ

General Partner Joe Allegra directs Edison Ventures' regional investment team in New Jersey, actively leading investments in wireless applications, interactive marketing, and enterprise and systems software.

Hosted by: Venture Association of New Jersey



EBC Cleantech Mixer
February 28, 6:00pm - 8:00pm, Environmental Business Cluster, San Jose, CA

Join us at the EBC for a happy hour mixer with your fellow cleantech enthusiasts. Meet EBC companies, network with other startups from around the Silicon Valley and mingle at our incubator. We'd love to meet you!

Hosted by: Environmental Business Cluster



Visualize Your Prototype - Autodesk Workshop
February 29, 9:00am - 4:00pm, Environmental Business Cluster, San Jose, CA

The EBC and Autodesk invite entrepreneurs to a hands-on, two and a half hour workshop and an Open Lab (one-on-one help) to assist cleantech startups in getting your clean technology to market faster with a Digital Prototype. This Instructor led training, by a certified Autodesk Professional will cover how to: 1) Get a fast start in designing your product with your AutoCAD Inventor Professional software, 2) Easily create a photo-realistic rendering of your CAD model in Autodesk Showcase to help you market your product, 3) Learn Tips and Tricks from an expert in developing a Digital Prototype.

Hosted by: Environmental Business Cluster



6th Annual Southeast Venture Conference 2012
February 29 - March 1, 2012 at the Ritz Carlton in Tysons Corner, VA

The Sixth Annual Southeast Venture Conference will feature market relevant investor and executive panels, exclusive networking opportunities, featured speakers and dozens of the region's top private technology firms presenting to a national audience of venture capitalists, investment bankers and private equity investors.

Hosted by: Southeast Venture Conference | TechMedia


March 2012



Elevator Pitch RoundtablePLUS
March 7, 2012, 6:00-8:30pm (5pm for presenters), Palo Alto, CA

The Elevator Pitch RoundtablePLUS is a great opportunity for entrepreneurs to network with Investors and other CXOs, present their company and ideas, receive valuable communication tips, and learn first-hand how to raise early-stage capital in today's market. As a special bonus, during a 5:00-6:00pm pre-session, the 10 presenters are invited to meet as a group with a Pillsbury Law Partner to discuss pragmatic business legal matters relevant to entrepreneurs (e.g., organizing the tech start-up & stock options, the funding process & legal issues, IP, financing & structuring alliances, and considerations for M&A or going public).

Hosted by: VC Taskforce



Positioning for the Perfect Exit
March 7, 3:00pm - 6:30pm, DLA Piper, Palo Alto, CA

While 2011 was a difficult year for cleantech venture capital, cleantech mergers and acquisition activity reached record highs M&A transactions accounted for some 41.2 billion dollars, a 153% increase over 2010. As corporations continue to focus on acquiring new sustainable technologies and practices, startups can and should position themselves strategically for a potential M&A exit. Join us for a panel discussion with some of the startups that were able to make successful exits and their acquiring companies.

Hosted by: Environmental Business Cluster



Meet with Kleiner Perkins Caufield Byers
March 8, 10:00am - 11:30am, Wilson Sonsini Goodrich & Rosati, Palo Alto, CA

Kleiner Perkin's knack for zeroing in on the Next Big Thing has set the industry standard for venture capital investing for 40 years. At last count, KPCB has backed more than 500 ventures, including some of the world's most visionary entrepreneurial leaders. Their global investments reflect their passion for invention and ingenuity. Whether you're an early-stage entrepreneur or a deployable cleantech startup, KPCB is poised to help you make the move from innovation to success.

Hosted by: Environmental Business Cluster



Exporting Clean Energy Technologies
March 13, 11:30am - 1:30pm, Environmental Business Cluster, San Jose, CA

Through interactive discussions with the panel presenters, cleantech startups will gain insight on San Jose's preeminence in international markets and the local programs that are spurring domestic and international adoption of U.S.-developed clean energy technologies. This session will provide insight on U.S. Commercial Service resources and programs that match U.S. clean tech firms with overseas buyers, through B2B matchmaking, international partner searches, vetting of potential overseas partners, and trade missions. The City of San Jose will highlight the San Jose Foreign Trade Zone (FTZ) program which allows a business or individual to delay, reduce or eliminate duty payments on foreign merchandise that enters the Foreign Trade Zone. This session will also include an overview from a logistics/transportation service provider who will highlight the requirements needed to ship U.S. products to overseas market via freight forwarder and export forwarder.

Hosted by: Environmental Business Cluster


April 2012



Financing Overseas Energy Projects
April 11, 11:30am - 1:30pm, Environmental Business Cluster, San Jose, CA

How can U.S. companies most effectively obtain export loans intended to advance sales of U.S. goods or services abroad? This session will highlight public-private programs aimed at expanding your company's sales internationally, thereby allowing your company to compete more effectively in the international marketplace. Learn from public and private financial institutions on how to obtain the financing needed to help maximize borrowing potential and grow your sales internationally.

Hosted by: Environmental Business Cluster


May 2012



IP Protection Abroad
May 9, 11:30am - 1:30pm, Environmental Business Cluster, San Jose, CA

What is the risk that your company could be the victim of intellectual property (IP) infringement, counterfeiting, or piracy? Does your company export goods or services overseas? Does your company manufacture or source overseas? Does your company attend international trade shows? This session will highlight IP protection and enforcement resources and will provide tools to help U.S. companies understand their IP rights and obtain IP protections. Legal experts will provide insight on strategies for companies to maintain their IP and obtain successful resolution of IP issues.

Hosted by: Environmental Business Cluster