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Calendar of Events - 2015

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3rd Annual Liquid Alts Summit
September 10 – 11, 2015, The Princeton Club New York, NY

RFP Boot Camp for Asset Managers
September 21, 2015, The Harvard Club of Boston – Boston, MA

The Hedge Fund Due Diligence Master Class
September 24 – 25, 2015, The Princeton Club New York, NY

The 13th Annual Managed Account & UMA Summit
September 28 – 29, 2015, The Princeton Club New York, NY

Co-Investing: Fall Summit
September 28 – 29, 2015, The Princeton Club New York, NY

NextGen Wealth Management
October 1 – 2, 2015, The Princeton Club New York, NY

20th Annual Sub-Advised Funds Forum
October 19 – 20, 2015 The Princeton Club New York, NY

The Investing in Cannabis Summit
October 29 – 30, 2015 The Princeton Club New York, NY

Manager Selection, Due Diligence & Oversight
November 9 – 10, 2015 The Princeton Club New York, NY

17th Annual Effective Hedge Fund Tax Practices
November 12 – 13, 2015 The Princeton Club New York, NY

For more information and to register, contact:

Kathie Eberhardat 704-341-2439, keberhard@frallc.comOR Whitney Bettsat 704-341-2445or wbetts@frallc.com.

Mention Priority Code FMP141 for 10% registration discount (applies to all FRA conferences).

Hosted by: Financial Research Associates




Media Partner Listings

2015


September 2015

Cybersecurity Boardroom Workshop 2015

CITIES / DATES:

London, September 10-11
Dubai, September 13-14
  New York City, September 17-18  
Bangkok, September 21-22
Jakarta, September 28-29
Sydney, October 1-2
Taipei, October 5-6
Seoul, October 8-9
Tokyo, October 12-13

Registration

Cybersecurity has become widely recognized as a critical corporate challenge. Boards and senior managements are putting it on their agenda, categorizing cybersecurity not as a compartmentalized risk for the information technology team, but as strategic and enterprise–wide.

However, a security program is only as strong as its weakest link. While a survey by the Institute of Internal Auditors found 58% of board members felt they should be actively involved in cybersecurity preparedness, only 14% said they were actively involved. Unfortunately, 65% also said their perception of the risk their organizations faced had increased.

Board members and senior managers need to become more educated about the topic to be able to ask questions that are strategic yet granular enough to address company specifics. To go further, it will be imperative to join Cybersecurity Boardroom Workshop 2015, the first seminar targeted at strategic and executive leaders for whom cybersecurity readiness is a relatively new yet critically important area to be intelligently conversant about.

Cybersecurity Boardroom Workshop 2015 is specifically designed for board members and senior executives of public and private firms looking for new ways to gain and maintain competitive business advantage. Business executives with responsibility for IT, finance, compliance, risk management and procurement as well as entrepreneurs and innovators are welcome.

Hosted by: Golden Networking


3rd Annual Liquid Alts Summit

September 10 - 11, 2015 The Princeton Club, New York, NY

Subscribers are eligible for a 10% registration discount. Mention FMP141 during registration to enjoy this offer.

Financial Research Associates' 3rd Annual Liquid Alts Summit, September 10-11 in New York, provides fund firms and wealth managers with a roadmap to successfully utilizing liquid alt products in the retail and institutional markets.

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Top 5 Reasons to Attend:

  • Evaluate prevailing attitudes on liquid alternatives
  • Explore the opportunities for growth in the institutional market
  • Discover which educational & marketing strategies are effective in achieving the reach you want
  • Examine the ways mutual funds do and do not mirror their hedge fund counterparts
  • Network with a "Who's Who" of the industry!

View the conference brochure: https://www.frallc.com/pdf/B975.pdf

For more information and to register, contact Kathie Eberhardat 704-341-2439or keberhard@frallc.com. Don't forget to mention your 10% registration discount code: FMP141.

Hosted by: Financial Research Associates


RFP Boot Camp for Asset Managers

September 21, 2015, The Harvard Club of Boston – Boston, MA

Gain new insight into the entire process of creating a winning proposal, from developing a strategy for success specific to each RFP, to effectively gathering the most persuasive evidence to support your argument, to leveraging the most powerful persuasive writing techniques to maximize your possibilities for success.

Subscribers are eligible for a 10% registration discount. Mention FMP141 during registration to enjoy this offer.





Top 5 Reasons to Attend:

  • Understand how to anticipate potential obstacles to success.
  • Gain new insight into the proposal development process
  • Focus on creating a culture of collaboration on RFPs in your firm
  • Analyze examples of successful proposal graphics
  • Understand the new ways in which investors use consultant databases and RFPs

View the conference brochure: https://www.frallc.com/pdf/B977.pdf

For more information and to register, contact Kathie Eberhardat 704-341-2439or keberhard@frallc.com. Don't forget to mention your 10% registration discount code: FMP141.

Hosted by: Financial Research Associates


The Hedge Fund Due Diligence Master Class

September 24 – 25, 2015, The Princeton Club – New York, NY

Subscribers are eligible for a 10% registration discount. Mention FMP141 during registration to enjoy this offer.

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





Top 5 Reasons to Attend:

  • Network with fellow investors, managers, consultants, and advisors
  • Explore new asset classes, portfolio financing, and insight for future liquidity risk.
  • Protect your assets and identify potential red flags by knowing when to perform onsite visits and follow ups to make sure your manager is on task
  • Find a comfortable balance between proprietary secrecy and investor assurances
  • ESG concerns? Hear how to implement ESG risk factors into your screening process

View the conference brochure: https://www.frallc.com/pdf/B978.pdf

For more information and to register, contact Whitney Bettsat 704-341-2445or wbetts@frallc.com. Don't forget to mention your 10% registration discount code: FMP141.

Hosted by: Financial Research Associates


The 13th Annual Managed Account & UMA Summit

September 28 – 29, 2015, The Princeton Club – New York, NY

Subscribers are eligible for a 10% registration discount. Mention FMP141 during registration to enjoy this offer.

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





Top 5 Reasons to Attend:

  • Rub elbows with the best and the brightest wirehouses, managers, banks, advisors, and consultants in the industry
  • Gain insight into the future of MAs and UMAs from the industry's leading minds
  • Integrate platforms and reduce silos for better results
  • Weigh the pros and cons between REP PMs and UMAs
  • Attend one of two tracks: "Marketing & Growth Strategies" or "Technology & Operations"

View the conference brochure: https://www.frallc.com/pdf/B963.pdf

For more information and to register, contact Kathie Eberhardat 704-341-2439or keberhard@frallc.com. Don't forget to mention your 10% registration discount code: FMP141.

Hosted by: Financial Research Associates


Co-Investing: Fall Summit

September 28 – 29, 2015, The Princeton Club – New York, NY

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

Subscribers are eligible for a 10% registration discount. Mention FMP141 during registration to enjoy this offer.





Top 5 Reasons to Attend:

  • Evaluate the co-investment process—learn which resources are critical for sourcing and accepting offers
  • Gain insights into fees, structures, and governance rights afforded to co-investors
  • Understand different methods for valuing co-investments—can you quickly and accurately perform a valuation without breaking the bank?
  • Discover opportunities for hedge funds and other investors to participate in co-investments
  • Network! This is the only conference addressing the challenges and trends in co-investing!

View the conference brochure: https://www.frallc.com/pdf/B979.pdf

For more information and to register, contact Whitney Bettsat 704-341-2445or wbetts@frallc.com. Don't forget to mention your 10% registration discount code: FMP141.

Hosted by: Financial Research Associates


Investment Trends Summit

September 28-30, 2015, Four Seasons, The Biltmore, Santa Barbara, CA

Attention: Investors, Consultants, Attorneys, Women Owned Firms, Minority Owned Firms, Emerging Hedge Funds, Emerging Fund Of Funds, Emerging Real Estate Managers, Emerging Equity Managers, Emerging Venture Capitalists, Emerging Private Equity, Insurance Companies, Broker Dealers, Financial Planners, and Industry Service Providers

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

We have designed this Investment Trends conference to meet the needs of money managers, pension fund managers, pension fund officers, trustees, and family office executives who prefer smaller, more structured programs. The decision to limit the size of the summit opens the event as a casual and intimate environment perfect for both networking and our innovative one-on-one meetings.

Cost to Attend


Earlybird Rate
(expires 6/15/15)
Standard Rate
Asset Managers & Service Providers
$2,195
$2,495
***Institutional End-Investors
(subject to qualification)
Complimentary

Hosted by: Opal Group


October 2015


NextGen Wealth Management

October 1 - 2, 2015, The Princeton Club New York, NY

This conference provides critical intelligence about the huge impending wealth transfer, tips for recruiting and retaining younger advisors, marketing advice from the consumer products industry, and a focus on social and impact investing. Attend and get cutting-edge, actionable insights directly from young investors, researchers, and youth marketing experts.





Top 5 Reasons to Attend:

  • Identify how technology has shaped this generation and how advisors from other generations can connect genuinely.
  • Uncover how to collaborate with financial-technology innovators, reconsider business models, embrace new concepts such as open-platforms and real-time interfaces, and understand the fundamental principles driving these value shifts for the NextGen investor.
  • Understand how specific technology geared toward connecting with younger investors has been implemented—how these decisions were made and executed—and broader actionable implications that can be put to use by your firm.
  • Examine the evolving value proposition of the robo-advisor, how to compete with “free,” and what the future of peer-to-peer investing holds.
  • Gain an understanding of how offices should be structured to lure a younger workforce and how more flexibility, maternity leave, and the ability to work remotely on occasion can be used as recruiting tools.

View the conference brochure: https://www.frallc.com/pdf/B976.pdf

For more information and to register, contact Whitney Bettsat 704-341-2445or wbetts@frallc.com. Dont forget to mention your 10% registration discount code: FMP141.

Hosted by: Financial Research Associates


2nd Annual Dissect ETFs Forum

October 13, 2015, The Metropolitan Club – New York, NY

Capital Link’s 2nd Annual Dissect ETFs Forum provides an interactive platform combining rich educational and informational content, marketing and networking. This Forum is an extension of our 14 year track record success of Capital Link’s Annual Closed-End Funds & Global ETFs Forum, which consistently attracts more than 1,000+ delegates annually.

Financial advisors, institutional investors, RIAs, private bankers, financial planners, fund and asset managers, analysts, and financial media utilize this forum not only as a resource for sharing and evaluating the latest ETF products and trends, but also as an interactive platform for enhancing visibility and establishing the right connections. The Forum is designed to provide in depth information on topics of interest to the industry and to investors.

Attendance is by invitation only at no cost for qualified delegates. The Forum will qualify for Continuing Education credits.

Hosted by: Capital Link, Inc.


20th Annual Sub-Advised Funds Forum

October 19 – 20, 2015, The Princeton Club New York, NY

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





Top 5 Reasons to Attend:

  • Investigate key factors impacting the prosperity of sub-advisor relationships in this challenging market
  • Develop premier tricks of the trade on how to maximize the success of a relationship between an advisor and sub-advisor
  • Asses the new paradigm of asset allocation in today’s climate and learn how to fine-tune and reshape your strategies accordingly
  • Profit from the understanding of what new products are out there and how they can be beneficial
  • Brace yourself for great success by learning current due diligence and advisor selection criteria

View the conference brochure: https://www.frallc.com/pdf/B964.pdf

For more information and to register, contact Kathie Eberhardat 704-341-2439or keberhard@frallc.com. Dont forget to mention your 10% registration discount code: FMP141.

Hosted by: Financial Research Associates


Family Office & Private Wealth Management Forum – West

October 28 - 30, 2015, Napa Valley Marriott, Napa, CA

Come and enjoy a bottle of Napa Valley's finest Chardonnay at Opal Financial Group's Annual Family Office & Private Wealth Management Forum – West. Known for the fastest growing population of newly structured family offices, Northern California's wine country provides a beautiful landscape for this three day event. Largely dominated by first and second generation families from the Silicon Valley, investment strategies such as Private Equity, Venture Capital, and Technology will be familiar themes throughout the conference. Investment managers and families will come together to discuss the foundations in which they built their wealth, and uncork the various investment strategies in which to keep their portfolios growing and plentiful. Additional hot topics such as impact investing, alternatives, and the trustee beneficiary relationship, will allow for delegates to sample a diverse blend of palatable subjects while networking amongst the grape vines. To cap off the event, attendees will wine and dine in one of Napa's luxurious wineries, creating an experience that they will never forget.

UNIQUE CONFERENCE FORMAT
This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. Power Point presentations are prohibited during the sessions but may be made available on our mobile app. Please send in PDF or PowerPoint format if you would like to have presentation included on App. *Only Standalone Speakers will be allowed to use PowerPoints, but cannot pitch products or advertise anything with their firms.

Hosted by: Opal Financial Group


The Investing in Cannabis Summit

October 29 - 30, 2015, The Princeton Club New York, NY

Investor interest in the emerging medical cannabis market is growing – find out how to get in on the ground floor of this up-and-coming industry! Our expert speaking faculty will answer all of your questions about how the cannabis industry operates. We’ll explore state and federal regulations, due diligence, risk management, investing in the primary and secondary market, banking and tax implications and much more. Register before August 27th and SAVE $200!





Top 5 Reasons to Attend:

  • Explore the pros & cons of investing in the direct-handler market
  • Examine exit strategies, liquidity issues, valuations, & due diligence red flags
  • Discover the top ten legal issues for cannabis investors
  • Understand the benefits and limitations of investing in the secondary market
  • Determine the investment options that will work for your objectives and risk tolerance

View the conference brochure: https://www.frallc.com/pdf/B984.pdf

For more information and to register, contact Whitney Bettsat 704-341-2445or wbetts@frallc.com. Dont forget to mention your 10% registration discount code: FMP141.

Hosted by: Financial Research Associates


November 2015


Manager Selection, Due Diligence & Oversight

November 9-10, 2015, The Princeton Club – New York, NY

Through in-depth research with a wide-array of quality thought leaders, we’ve carefully crafted an agenda that’s sure to be the ultimate Manager Selection, Due Diligence & Oversight Think Tank.

Subscribers are eligible for a 10% registration discount. Mention FMP141 during registration to enjoy this offer.





Top 5 Reasons to Attend:

  • Discover how to evaluate manager track records and style drift
  • Understand the pros and cons of selecting Global Managers
  • Know which steps you can take now to avoid extreme losses
  • Establish a clearer picture of your exposure to investment risk
  • Uncover some investment risks that may be worth taking

View the conference brochure: https://www.frallc.com/pdf/B987.pdf

For more information and to register, contact Kathie Eberhardat 704-341-2439or keberhard@frallc.com. Don't forget to mention your 10% registration discount code: FMP141.

Hosted by: Financial Research Associates


17th Annual Effective Hedge Fund Tax Practices

November 12 - 13, 2015, The Princeton Club – New York, NY

Our expert line-up of some of the hedge fund tax industry’s most knowledgeable minds will share pertinent information to help your fund’s tax plan attain maximum efficiency while remaining in total compliance with current laws. Don’t miss the industry’s most comprehensive hedge fund tax conference!

Subscribers are eligible for a 10% registration discount. Mention FMP141 during registration to enjoy this offer.





Top 5 Reasons to Attend:

  • Learn how to effectively comply with ECI reporting obligations
  • Network with other hedge fund tax professionals
  • Earn up to 15 CPE Credits
  • Receive up-to-the-minute developments on the ever-changing federal and state tax rules and find out how they’ll affect your fund
  • Bottom line – get practical, ready-to-implement strategies that will make your tax plan more efficient!

View the conference brochure: https://www.frallc.com/pdf/B965.pdf

For more information and to register, contact Kathie Eberhardat 704-341-2439or keberhard@frallc.com. Don't forget to mention your 10% registration discount code: FMP141.

Hosted by: Financial Research Associates



General Listings 2015


VC Taskforce: Seed Stage Investor Elevator Pitch

August 27, 2015, San Francisco, CA

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

Seed Stage Angel investors generally invest $100,000-$200,000 per person in early stage technology companies as compared to traditional Angels who may invest $25,000 to $50,000 in a deal. If you are an entrepreneur in a startup that is currently seeking capital and would like to present your best two-minute (time limit is strictly enforced) elevator pitch to a panel of Angels, you must follow the instructions below. Pitching slots go quickly, so sign up early!

Hosted by: VC Taskforce


VC Taskforce: Concept to Company

August 31, 2015, Menlo Park, CA

So, you have an idea for a product. What do you do next? How do you realize your vision? How do you turn that idea into reality? Are you looking to leave the security of a big company because you have a great product idea? Are you a university student or faculty member with an idea for the next Google?

From Concept to Company examines best practices---from people who have done it before---to take product ideas or core technologies and turn them into fundable companies with marketable products.

Hosted by: VC Taskforce


VC Taskforce: Angel Elevator Pitch

September 9, 2015, Palo AltoCA, 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.

If you are an entrepreneur in a startup that is currently seeking capital and would like to present your best two-minute (time limit is strictly enforced) elevator pitch to a panel of Angels, you must follow the instructions below. Pitching slots go quickly, so sign up early!

Hosted by: VC Taskforce


VC Taskforce: Women Investing Summit

September 24, 2015, Redwood City, CA

What is the Women Investing Summit?
The annual Women Investing Summit is a highly interactive event in which various tiers of investors as well as investees meet to advance their respective careers by sharing experiences and getting to know one another. The Women Investing Summit is a collaboratively structured event for the venture community designed by accomplished, community leaders. Started and organized by VC Taskforce, the unique format better allows for prime networking opportunities and unparalleled learning experiences.

Who should attend the Women Investing Summit?
Both female and male LPs, VCs, Angels, CEOs, executives and service providers. People interested in becoming part of the Venture Community; People who want to learn and grow within the Venture Community. People who want to expand and deepen connections within the Venture Community

Hosted by: VC Taskforce