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L/S Equity | Quant Investing

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 L/S Equity | Quant Investing sectors. Strategies covered include, among others: fundamental research, global equity, merger arbitrage, small/micro caps, regional/international, industry specific, trend/signals, as well as options, volatility/statistical arbitrage, high-frequency, and model/systematic funds.

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
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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

For reviews, see Stats & Reviews from one of our recent events.

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