h

Catalyst Cap Intro Events are sector focused, investor driven events that host hand-picked investment managers and investors that are introduced to each other with a view to become investment partners.

This Catalyst Cap Intro Event focuses only on the Emerging Markets | Commodities Alternative Investing sectors. Strategies covered include, among others: Frontier markets, South America & Brazil, Eastern Europe/Russia, China with SE Asia, India, Global EM as well as sovereign and EM debt. In Commodities, we expect representation from managers active in Energy, Gas, Precious metals and Gold, and Food stuffs, among others. Strategies will include fundamental, trade finance, CTAs, real assets, as well as single projects like oil and gas well drilling enterprises.

Introductions are accomplished through private meetings which are arranged prior the events, in an investor driven fashion based on the merits of each investment manager and the requests made by the investors. If a manager has not enough interest, they may cancel their participation, with full refund of fees.

Investors are pre-screened and pre-qualified prior the events, by questionnaires and talks. Investors constitute predominantly single and multi-family offices, endowment and foundations, and their advisors, located on the US East Coast corridor, but also internationally.

This production builds on Catalyst’s history and successful track record in putting together industry-recognized and effective capital raising events.

RATIONALE TO ATTEND

Rationale forManagers:

  • Get in-depth private meetings with active investors
  • Each event has a special sector focus, to increase the fit with the investors
  • Meetings are investor driven, with investors requesting to meet with managers
  • Fees are competitive and tiered to also accommodate a smaller fund's budget

Rationale forInvestors:

  • Get in-depth private meetings with active investors
  • Meet with best-in-class managers in a certain sector in an extremely time efficient format
  • Attendance is complimentary, granted you qualify as an investor
  • Only choose to meet with managers you are interested in; no 'mini mum' set of necessary meetings

To highlight exceptional managers, we are also giving out a 'Catalyst Cap Intro Award' to the best manager at the event as based on the investors' feed-back. This award will be official and listed on Catalyst's website.

Pre-Screening Process

Managers:

    We seek fund managers that are successful, small to mid-sized (about $30m-$1bn), and with a strong product offering. In particular, we look at a manager's:

  • Relevancy and strength of investment strategy
  • Performance track record and other metrics
  • AUM and AUM history for fund, strategy and firm
  • Liquidity and other investor terms
  • General fit with the short listed investors

Investors:

Each investor will undergo a multi-step qualification process in order to be granted admission to our events. In particular we look at an investor's profile, investing preferences, AUM, size of allocations made, and if there are any allocation restrictions (incl. size criteria of managers). The investors to a specific event are announced about two weeks beforehand to the registered managers. We also ask investors to join the 'Catalyst Capital Network', which further qualifies and ensures their fit to the events.

EVENT FORMAT

Beforethe Event

  • Investors and managers are invited and sign up to an event
  • Investors are pre-screened and pre-qualified
  • Managers receive event details and pay event fees
  • Investors are sent descriptions of investment managers' profiles, with up to 50 investors reviewing the managers
  • Investors request which managers to meet with
  • The confirmed investor meetings are sent to the managers. If a manager doesn't get a minimum of meetings scheduled, they may cancel and be refunded

ATthe Event

  • Participation of managers is capped, with approximately 1:2 ratio of managers to investors
  • Exclusive luncheon with short presentations by the managers
  • Participants are given out an event binder, containing the managers' fund summaries
  • Coffee networking break
  • An afternoon with consecutive, private meeting sessions
  • Closing with networking reception

The PrivateMeetings

  • At the event, the meetings are in 35 minute intervals and consist of one manager and one or two investors
  • The meetings take place in exclusive, closed-door rooms which make the experience pleasant, professional and personal
  • Managers can bring any materials they want
  • Upon request, AV equipment is available to managers for presentations
award-winnerlarge

After the Event

  • We may share feed-back from introduced participants 4-6 weeks after the event. This is an efficient way to make sure you make the most of your introductions, and follow up with the appropriate investors quickly
  • Announcement of the 'Catalyst Cap Intro Award' to one of the participating managers at the event

Event Agenda

Agenda:

The general agenda for this Catalyst Cap Intro Event is:

  • 12:30pm : Registration opens
  • 12:45pm : Lunch and introductory talks by fund managers
  • 1:45pm : Networking break
  • 2:00pm : Afternoon private meetings in 35 minute intervals
  • 5:00pm : Cocktail Reception
  • 6:00pm : Closing of the event

ENDORSERS

cifa Foundation:

The CIFA Foundation was created at the initiative of a group of financial entrepreneurs to face the increasing number of regulations and the growing complexity of markets. Its mission is to strengthen the role of independent financial advisors (IFAs) at the international level in order to better defend the interests of investors. CIFA has chosen Geneva, one of the world capitals of wealth management and headquarters of many international organisations, to establish its permanent organisation.

Learn more here

Media Partners

Alpha Films

Alpha Films brings together professional film making and an editorial team with years of experience in financial journalism to form a dedicated film production unit that understands your business. Alpha Films is the film production arm of Alpha Journal , a digital publication with a global focus on alternative investment funds targeted at institutional investors and investment/asset managers.

Alpha Journal/Alpha Films is able to provide content, independent articles and films that have a core readership for the website as well as on Twitter and LinkedIn. This will resonate with younger investors as well as others who are increasingly using social media to research and source information about fund managers. Independent articles and films produced by Alpha Journal are more likely to tell good stories and be attractive and interesting to investors. As journalists and filmmakers we know how to structure articles and films to engage audiences and keep them reading/watching. We can provide personalised packages and quotations for managers based in the US, Europe and in Asia.

Contact alphafilms@alphajournal.com ; +44 7710 094 337; Skype: live:margie.lindsay

BarclayHedge

BarclayHedge, a division of Backstop Solutions, is a leading research based provider of information services to the alternative investment industry. Barclay began publishing fund data for CTAs and hedge funds in 1989 and currently maintains data on more than 26,000+ alternative investment vehicles. BarclayHedge provides access to its hedge fund, fund of funds, and managed futures databases to thousands of investors worldwide in Excel, Access, and formats compatible with most third party analysis packages. Barclay’s 31 hedge fund indices, 10 managed futures indices, and 7 UCITS indices are universally recognized as alternative investment performance benchmarks and are utilized by investment professionals around the globe.

Learn more here

Eurekahedge

Launched by financial professionals in 2001, Eurekahedge’s proven track record spans over a decadesetting us apart as the world’s largest independent data provider and alternative research firm specialising in hedge fund databases covering North America, Europe, Asia and Latin America.

Headquartered in Singapore with offices in New York and Cebu, the global expertise of our research team constantly adapts to industry changes and needs, allowing Eurekahedge to develop and offer a wide array of products and services coveted by accredited investor groups, financial institutions and media sources. In addition to market-leading hedge fund databases and analysis, Eurekahedge’s other business functions include hedge fund publications, due diligence services, investor services, and an analytical platform service.

Learn more here

Hedgeweek

Hedgeweek is the hedge fund industry’s leading portal on news and topical features = including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and fund manager interviews. Hedgeweek produces a free weekly and a daily newsletter covering essential news and features within the Hedge Fund industry.

Learn more here

IntegriDATA

IntegriDATA is a financial technology software company dedicated to helping the investment management industry improve operational efficiency and reduce risk. Founded in 2002 by financial industry experts, IntegriDATA specializes in expense allocation, payment automation, and collateral management solutions. IntegriDATA clients include hedge funds, private equity firms, fund administrators, institutional investors, and mutual funds. IntegriDATA software helps the investment management industry service over $1.1 trillion AUM as of November 2019.

Learn more here

Preqin

Preqin is the leading source of information for the alternative assets industry, providing data and analysis via online databases, publications and complimentary research reports. Preqin is an independent business with over 350 staff based in New York, London, Singapore, San Francisco, Hong Kong, Guangzhou and Manila, serving over 60,000 customers in over 90 countries.

Preqin has the most comprehensive and extensive information available on the private equity, hedge fund, real estate, infrastructure, private debt and natural resources industries, encompassing funds and fundraising, performance, fund managers, institutional investors, deals and fund terms. Leading alternative assets professionals from around the world rely on Preqin’s services daily, and its data and statistics are regularly quoted by the financial press.

Learn more here

Private Banking

The PRIVATEBANKING.COM wealth industry directory is the financial-industry’s leading online business development and networking platform focused on Wealth Management and Financial Services.

The platform offers effective marketing services and tools designed to achieve high brand recognition, broad visibility and reach to your products and services.

Privatebanking.com’s FINANCE LOUNGE business network is a vibrant and fast growingonline community designed to help financial markets professionals to build network, increase visibility and identify and stay in touch with relevant industry experts and customers alike.

We invite you to join the FINANCE LOUNGE and gain access to business insights and new connections across the globe: Please register at: www.privatebanking.com

Learn more here

The Hedgefund Journal

The Hedge Fund Journal, launched in 2004, publishes in-depth profiles of hedge fund managers across the full spectrum of hedge fund strategies, from systematic and quantitative to discretionary, event driven and activist. We cover both traditional and offshore hedge fund strategies and the fast-growing space of ‘liquid alternatives’ such as UCITS and 40 Act funds. This helps end-investors, consultants and fund of hedge funds identify and analyse opportunities for their next allocation.

Emerging Markets | Commodities Alternative Investing

Participants

About two weeks before each specific event, managers will be sent the names of the short listed investors. Please also see our brochure for names of past participants.

CHARACTERISTICS OF ATTENDING INVESTORS

Investor Allocation Size by Type

While the range of allocation sizes by investors can be large (a range between $1-$25m is common), the majority of investors has an average initial allocation size between $5-$10m.

HNW individuals allocations are smallest at below $1m, and pension funds largest at $20m. Others investors (seeders, growth capital) indicate making large initial allocations as that is part of their business models with typically lower fees attached.

Investor Representation by Geography

Investors are predominantly based in the North East US corridor (roughly Boston down to Washington), with 63% of the investors being based there.

22% of the investors come from the rest of the US, with 15% being international, mainly Asian and European based family offices and investor consultants.

Investor Representation by Type:

At our cap intro events the largest share of investor representation is single and multi-family offices, constituting about 43% of the investors.

Investor consultants represent 14% and HNWs about 8%

Fund-of funds, RIAs and Wealth Advisors (and other multi-managers such as 40 Act funds) represent 24%.

Pension funds and insurance companies together represent 5%, with endowments at 6%.

Investor Size by Type

The average AUM of an allocator is $2.5bn, with pension funds being the largest with $6.0bn in average AUM (in Alternatives).

In general, most investors’ average AUM ranges between $1-3bn. HNW individuals don’t usually disclose their assets so this is not available.

Emerging Markets | Commodities Alternative Investing

  • Date: 13 Nov 2017
  • Time: 12:30pm-6:00pm
  • Location: Capital Grille - Wall Street
  • Address: 120 Broadway, New York City

Deliverables and Pricing:

  • One event delegate pass
  • Lunch, coffee break and wine reception
  • Dedicated meeting space
  • Up to 12 investor driven introductions
  • Short presentation during lunch
  • Fund factsheet included in the event binder
  • Online access to Catalyst Event Portal
  • Secured Investor Interest Guarantee

Event fee: $2,990

The Following Add-ons are Available:

  • Extra delegate passes:$990/pp
  • Extended presentation at 15 minutes:$350
  • AV equipment (on-site only):$250
  • Follow up feed-back report from all introduced investors:$500

Registration Discount Offers*:

  • 10% off 3 months before the event
  • Purchase two Cap Intro events - get 25% off the second
  • *discounts can’t be combined

Media Partners