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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.

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.

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 to each event
  • Delegates are pre-screened and pre-qualified for fit
  • Short listed managers and investors are sent descriptions of each other's companies and investment profiles, with up to 50 investors reviewing the managers for each event
  • Investors request which managers to meet with, which accumulated make up the schedule of meetings for the manager
  • If managers don't get a minimum of scheduled meetings, they may cancel and be refunded

ATthe Event

  • Investors and managers are invited to each event
  • Delegates are pre-screened and pre-qualified for fit
  • Short listed managers and investors are sent descriptions of each other's companies and investment profiles, with up to 50 investors reviewing the managers for each event
  • Investors request which managers to meet with, which accumulated make up the schedule of meetings for the manager
  • If managers don't get a minimum of scheduled meetings, they may cancel and be refunded

The PrivateMeetings

  • Investors and managers are invited to each event
  • Delegates are pre-screened and pre-qualified for fit
  • Short listed managers and investors are sent descriptions of each other's companies and investment profiles, with up to 50 investors reviewing the managers for each event
  • Investors request which managers to meet with, which accumulated make up the schedule of meetings for the manager
  • If managers don't get a minimum of scheduled meetings, they may cancel and be refunded
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After the Event

  • Investors and managers are invited to each event
  • Delegates are pre-screened and pre-qualified for fit
  • Short listed managers and investors are sent descriptions of each other's companies and investment profiles, with up to 50 investors reviewing the managers for each event
  • Investors request which managers to meet with, which accumulated make up the schedule of meetings for the manager
  • If managers don't get a minimum of scheduled meetings, they may cancel and be refunded

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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INDUSTRY AWARDS