Stats & Reviews: Cap Intro: L/S Equity | Quant Alternative Investing

Investor Event: Cap Intro: L/S Equity | Quant Alternative Investing
Date: Monday, 22nd April, 2013

Venue: Capital Grille – Wall Street, NY

 

Overview

The event Cap Intro: L/S Equity | Quant Alternative Investing gathered active investors and growing L/S Equity and Quant focused alternative investment managers in a pre-qualified and pre-screened format with private meetings. The cap intro event was attended by 15 investors and 9 managers, with a total of 55 meetings taking place during the course of the afternoon.

 

Investors

Five of the 15 investors were fund of funds/investor consultants, six single/multi-family offices, and five were high net worth individuals, endowments, and multi-managers. The size of the investors ranged from $50m to $6.5bn in AUM.

 

Alternative Investment Managers

Seven L/S Equity and two Quant fund managers attended. The size of the strategy AUM ranged from $11m to $450m. Strategies included L/S Equity: fundamental, Merger arb, Small/Mid Caps, Long-Bias Equity – Asia Ex Japan, US Health care, Directional Strategies Overlay, Options Overlay, Quant: Statistical arbitrage, and Equity market-neutral.

 

Pre-Screening and Pre-Qualification

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Lunch and manager presentations

Both the investors and managers were pre-screened and pre-qualified to constructively fit into the investor event. Investors were interviewed for their active interest in L/S Equity and Quant focused managers, and asked to supply information on their key investment criteria and preferences. Managers were asked to apply by sending their fund profile and their investor preferences. Subsequently, investors and managers gave their preferences to whom to meet with, taking into account the information available on participants. All participants were given tailor-made private meeting schedules prior to the event.

 

Program

The investor event consisted of a luncheon with presentations by managers, a networking break, five private meetings in 35 minute sessions, and a cocktail reception.

 

Feed-back – Cap Intro: L/S Equity | Quant Alternative Investing

Below are some reviews from delegates:

 

“Thanks for putting together a nice slate of meetings for us. We found most of the meetings to be very beneficial. Thanks and I look forward to future conference.”

Representative, L/S Equity manager


“I thought the event was useful. There appeared to be a good mix of interested parties in attendance.”

Representative, L/S Equity manager


 

 

 

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