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Calendar of Events - 2015

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ESG & Impacting Investing Summit
March 30-31, 2015, The Princeton Club – New York, NY


Co-Investing 2015
April 27-28, 2015 The Princeton Club – New York, NY

Smart Beta 2.0
May 20-21, 2015, The Princeton Club – New York, NY

SFO Wealth Operations & Performance 2015
June 8-9, 2015 – The Princeton Club – New York, NY

6th Annual Private Investment Funds Master Class
June 15-16, 2015 – The Princeton Club – New York, NY

The RFP Boot Camp for Asset Managers
June 26, 2015 – The Princeton Club – New York, NY

For more information and to register, contact:

Kathie Eberhard at 704-341-2439 , keberhard@frallc.com OR Whitney Betts at 704-341-2445 or 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


March 2015

Mutual Fund Marketing & Sales Summit

March 9 - 10, 2015 Boston Park Plaza Hotel – Boston, MA

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

Sales and marketing teams must innovate and collaborate to get the attention of gatekeepers and investors. T he Mutual Fund Growth Strategy Summit brings together an all-star speaking faculty to discuss how marketing & sales teams can work together to develop a consistent brand message and utilize data to create targeted content marketing and streamlined sales strategies for your retail and institutional offerings. Plus, earn up to 14.5 CPE Credits!




Top 5 Reasons to Attend:

  • Develop tools to reach the next generation of advisors and investors
  • Establish wholesaler best practice guidelines for the retail channel
  • Examine best practices for utilizing social media within the asset management industry
  • Determine which advisors and distributors to approach with your alternative offerings
  • Assessing which products and fee structures make sense for the institutional market

View the conference brochure: https://www.frallc.com/pdf/B953.pdf

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

Hosted by: Financial Research Associates


Family Office Winter Forum

March 10, 2015, New York Marriott Marquis, New York, NY

As part of the Private Wealth Series, the Family Office Winter Forum will explore the challenges and opportunities associated with investing in emerging markets, alternative investments, real estate, direct energy, numerous other asset classes and will also address many of the softer issues related to the family office such as tax and regulation, asset protection, philanthropy, structuring a family office, and many more.

With today's changing landscape in the wealth industry, family offices are becoming more and more prevalent. Today's new wave of generational wealth is developing at a rapid pace all over North America and in many areas of the world. We are starting to see a shift in market dominance and the direction many high net worth families are taking with their investments. With, a rise in the need to include philanthropic endeavors into a family's portfolio and making investments from an impact investing standpoint, soft issues are just as important as investment management to the family office now more than ever. Come and join us for a highly intense day of engaging discussions on the latest investment trends and soft issues with some of the most well established and senior Family offices, Private investors, money managers, and private wealth service providers from around the globe.

Hosted by: Opal Group


Investment Consultants Forum

March 10, 2015, New York Marriott Marquis, New York, NY

Opal Financial Group's investment consultants conference provides a unique environment for developing dialogue between plan sponsors, managers and consultants. The role of the institutional consultant is more important than ever in making investment decisions, often being asked to take on more than just the evaluation of investment managers. This event will feature panel-driven discussions focused on specific investment techniques of fixed income and hedge fund managers, the evolving role of institutional consultants, the manager evaluation process, transition management, investing in global markets, and more.




Hosted by: Opal Group


ESG & Impacting Investing Summit

March 30 - 31, 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’ ESG, SRI & Impact Investing conference, slated for March 30-31 at the Princeton Club in New York, brings together leading minds in this niche area to thoroughly explore investment vehicles and strategies. In just two days, you’ll learn:





  • How leading investors are selecting their ESG/SRI investments
  • Specifics in conducting due diligence for ESG/SRI and impact investments
  • Return expectations for various options
  • Ways to measure performance and ROI: metrics, scoring, data
  • analytics and more
  • What you need to do to effectively integrate

View the conference brochure: https://www.frallc.com/pdf/B954.pdf

For more information and to register, contact Joshua Price at 704-341-2441 or jprice@frallc.com . Don’t forget to mention your 10% registration discount code: FMP141 .

Hosted by: Financial Research Associates


Real Estate Investors Summit

March 30-31, 2015, Eden Roc, Miami, FL

Opal's Annual Real Estate Investors Summit promises to be 2015's leading conference and exposition for real estate professionals, hedge fund managers, private investors, family offices, pension funds and other institutional investors. Network with the industry's leading experts as they analyze the opportunities and challenges in the real estate market! Our 2014 event was a great success, with some of the top industry leaders in attendance. Opal's 2015 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.




Hosted by: Opal Group


April 2015

Family Office & Endowment Investment Forum

April 15-16, 2015, Sheraton Centre Toronto Hotel, Toronto, Ontario

Following the success of Opal Financial Group's annual Family Office/Private Wealth Management Forum in the United States, we are proud to bring this event to Canada!

As part of the Private Wealth Series, this Family Office & Endowment Investment Forum is one of Opal's premier events. Investors and asset managers from around the world will engage in two days of discussions on the latest investment trends. Today's new wave of generational wealth is developing at a rapid pace in many areas of the world. We are starting to see a shift in market dominance and the direction many investors are taking with their investments. With a rise in the need to include philanthropic endeavors into a family's portfolio and making investments from an impact investing standpoint, soft issues are just as important as investment management to the family office now more than ever. Come and join us for engaging discussions on the latest investment trends with some of the most well established investors, money managers, and private wealth service providers from around the globe.

The GAFM Global Academy of Finance & Management ™ is the world's fastest growing professional society with approximately 50,000 members in over 150 countries hosting and accrediting certification training worldwide and offering exclusive board certified designations to candidates who meet the highest professional standards and assessment criteria.

The GAFM will grant full annual CE (7.5 Credits for 1 day, 15 Credits for 2 days) for those who attend this conference.

Hosted by: Opal Group


Liquid Alts 2015

April 20-21, 2015 The Princeton Club – New York, NY

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

The liquids alternatives space is growing rapidly. Many fund firms have launched new products and are eager to find an investor audience. Advisors, consultants, and investment platforms are hungry for more information on how to incorporate these products into the mainstream. Liquid Alts 2015 provides fund firms and wealth managers with a roadmap to successfully utilizing liquid alt products in the retail and institutional markets.




Top 5 Reasons to Attend:

  • Evaluate prevailing attitudes on liquid alternatives
  • Compare the various fund structures being utilized, and why
  • Explore the opportunities for growth in the institutional market
  • Customize your educational materials to reach various distribution channels
  • Hear established funds discuss the launching, promoting and managing a '40 Act alternative product

View the conference brochure: https://www.frallc.com/pdf/B958.pdf

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

Hosted by: Financial Research Associates


Co-Investing 2015

April 27-28, 2015 The Princeton Club – New York, NY

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

Co-Investing 2015, an interactive forum, jumps right into the fray, highlighting the biggest challenges and concerns in this growing trend. Due diligence on deals and sponsors, governance, investor rights, regulatory concern, valuation, and recordkeeping—it all changes in co-investing. Register today and join us at the Princeton Club of New York on April 27 - 28, 2015 to get the most out of your co-investment deals!




Top 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/B956.pdf

For more information and to register, contact Joshua Price at 704-341-2441 or jprice@frallc.com . Don’t forget to mention your 10% registration discount code: FMP141 .

Hosted by: Financial Research Associates


May 2015

Smart Beta 2.0

May 20-21, 2015, The Princeton Club – New York, NY

Smart Beta 2.0 takes a 360 degree view of the challenges, opportunities, and future trends of this innovative strategy, dissecting and analyzing everything you’ll need to know before jumping in.

Equip yourself with the tools needed to successfully navigate the smart beta landscape! Register today and join us May 20 -21 at The Princeton Club of New York!




Top Reasons to Attend:

  • Discover the how's and why's of integrating smart beta into your investment strategy
  • Gain access to current market research findings and growth projections from the industry's top firms
  • Explore innovative ways to invigorate your risk-adjusted returns
  • Analyze problems with capacity and learn how the industry is responding
  • Network! This is the only conference focused exclusively on smart beta strategies—meet the people who're making things happen!

View the conference brochure: https://www.frallc.com/pdf/B959.pdf

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

Hosted by: Financial Research Associates


June 2015

SFO Wealth Operations & Performance 2015

June 8-9, 2015, The Princeton Club — New York, NY

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

When successful family’s determine the functions of their office they think big picture—not just immediate concerns. That’s why SFO Wealth Operations & Performance 2015 is proud to tackle the difficult task of implementing the correct office to meet your values, goals, and financial objectives. Once again, we’ll be joined by family principals, their executives and advisors, along with thought leaders from across the country to highlight best practices in establishing and running a family office.




Top 5 Reasons to Attend:

  • Uncover best practices in creating independent oversight and operational due diligence in your vendor relationships
  • Identify ways to immediately improve your office through proper risk management procedures
  • Boost productivity through training techniques and hiring solutions
  • Join your peers in exclusive debate regarding generational engagement strategies
  • Expand your network of family office contacts

View the conference brochure: https://www.frallc.com/pdf/B967.pdf

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





Hosted by: Financial Research Associates


6th Annual Private Investment Funds Master Class, New York, NY United States

June 15-16, 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 very popular Private Investment Funds Tax Master Class is back- June 15-16 in New York! This extraordinary event features our Tax Practices for Private Equity Funds conference and our Effective Hedge Fund Tax Practices conference and brings them together to run concurrently giving attendees the benefit of mixing and matching sessions according to their preference.




Top 5 Reasons to Attend:

  • Understand how new and pending tax legislation affects your fund's tax planning strategies
  • Gain invaluable insight on how to best address the many foreign tax issues both inbound and outbound
  • Develop new and innovative tax strategies that you can use to increase your fund's returns in this ever-complicated environment
  • Promote optimum profitability by obtaining useful tips, techniques, and strategies from the industry's most renowned experts
  • Customize your conference experience by travelling between the hedge fund and private equity fund tracks as you wish

View the conference brochure: https://www.frallc.com/pdf/B957.pdf

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





Hosted by: Financial Research Associates


The RFP Boot Camp for Asset Managers

June 26, 2015, The Princeton Club – New York, NY

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

Based on careful research, we have assembled a group of top-notch experts to instruct you in the latest skills and strategies for optimizing your RFP and consultant database operations. Our program even includes an extended workshop/Q&A with noted investment consultants who will provide their insight from the investors’ side of the fence. Don’t miss this unique, intensive learning event! PLUS — Earn up to 8.5 CPE Credits!




Top 5 Reasons to Attend:

  • Hear directly from consultants how to maximize your win rate
  • 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
  • And much more!

View the conference brochure: https://www.frallc.com/pdf/B969.pdf

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

Hosted by: Financial Research Associates



General Listings 2015


VC Taskforce: Elevator Pitch Workshop: Getting to Wow!

March 9, 2015, 6:00pm – 8:30pm, Palo Alto, CA

One of the most important things an entrepreneur needs to do is learn how to clearly articulate his or her business proposition to others. Being able to sum up the unique value of your company in a way that excites others is a critical skill. Yet many entrepreneurs fail to develop an effective "elevator pitch" — the quick, compelling summary of what makes your company extraordinary.

You will probably never pitch your company in an elevator, but you will have many, many opportunities to tell your story. Most entrepreneurs want to explain what they are doing, sometimes in excruciating detail. But the point of your elevator pitch is not to educate, it's to sell. Your goal is to get your audience to say, "Wow! That's really interesting. Tell me more!" And you only have a few seconds.

Hosted by: VC Taskforce


VC Taskforce: Angel Elevator Pitch

March 11, 2015, 6:00pm – 8:30pm, 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.

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: The Energy Solutions VC Pitch

March 25, 2015, 6:00pm – 8:30pm, Palo Alto, CA

Our Energy Solutions VC Pitch programs through VC Taskforce offer an opportunity for entrepreneurs seeking start up funding to pitch in front of a distinguished panel of investors whose investment focus is energy solutions, energy efficiency and cleantech. The evening will be exciting and a terrific learning experience for all entrepreneurs. Entrepreneurs learn what VCs are looking for in a pitch presentation.

Entrepreneurs seeking capital will have 2 minutes to give their best Elevator Pitch in front of the distinguished VCs. Please note that pitching time limits will be strictly enforced!

Investors come and listen to entrepreneurs’ pitches. You never know where you’ll find your next deal. Find out how our panel of investors rate entrepreneurs’ pitches; which VCs pass and for what reasons; and which entrepreneurs other VCs want to talk to ASAP. Please let us know if you would like to participate on one of our Energy Solutions VC Pitch panels.

This is a great opportunity for entrepreneurs to network with investors, present their company, and hear first-hand what it takes to raise early-stage capital in 2014.

Hosted by: VC Taskforce


VC Taskforce: Seed-Stage Investor Elevator Pitch

March 26, 2015, 6:00pm – 8:30pm, 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