Reviews & Statistics – Asset Allocation Forum in Alternatives 2010

 

Investor Event: Asset Allocation Forum in Alternatives 2010
Date: Monday, 18th October, 2010
Venue: Harvard Club New York

 

Overview

The Asset Allocation Forum in Alternatives 2010 successfully gathered key leaders from the alternative investment community in an asset allocation, institutional investor discussion and current sector opportunity event. 105 delegates attended the forum. There were 23 speakers and 6 moderators.

 

The investor firms and manager firm’s attendance ratio was approx. 3:2, which resulted in very effective business networking, see graph below. Representation from active family offices was particularly high, with 37% of the investors being from multi or single family investment offices.

 

Audience

The forum was attended by 105 delegates with the break-up illustrated in the graph to the right. 46% of the participants were end-investors, fund of funds or investment consultants, with about 35% of the delegates being alternative investment managers. 10% were service providers, and 10% media / others. 30 of the delegates, including media and others, had also attended one or more of Catalyst’s previous investor events, giving testament to satisfied, returning attendees.

 

Investors

A large variety of investors (48 delegates attending; 44 firms) attended the forum with the majority being from family offices and fund of funds/investment consultants. Investors included institutional family offices (37%), investor consultants (22%), fund of funds (17%), others (13%) and end-investors (11%). There were particularly many large family offices ($1bn-$10bn) that were looking for opportunities among new managers, and to learn about current investment trends, but notably also some large endowments and foundations.

 

Alternative Investment Managers

As previous investor forums, managers were mainly from successful, mid-sized funds (37 delegates attending; 26 firms) that sought to bring their funds to the next level. The Catalyst team put serious effort in identifying and inviting this category of investment managers. In particular, interest was strong from credit and distressed focused managers.

 

Program

The agenda was focused on issues facing institutional investors and on current sector opportunities. To cross feed between investor and managers, both investor panels and manager panels were put in the morning and afternoon respectively.

 

Leading Speakers and Delegates:

Below are a number of the influential delegates that attended the forum:

 

Founder, CEO & Chairman, Asset Alliance Corporation

Senior Consultant, CTC Consulting

Family Investment Officer, GenSpring Family Offices

Vice President, Lloyds TSB USA

Managing Partner, MSD Capital

Corporate Vice President, New York Life Insurance Company

Controller, The Commonwealth Fund

CIO, United Negro College Fund (UNCF)

Senior Vice President, Zurich Alternative Asset Management

 

 

Feed-back – Asset Allocation Forum in Alternatives 2010

The feed-back after the forum was in general very positive and delegates appreciated in particular the focus and design, as well as the choice of topics and speakers. Below are some reviews from delegates:

 

 

“Many thanks to you, again, for an excellent sessions. I have exchanged e-mails with quite a few of the mgrs, etc. and look forward to following up with those that are interesting to me.”

CIO, United Negro College Fund (UNCF)

 

It was a great event with excellent speakers and good mix of attendees. I would be very interested in participating in future forums.”

CFA, FRM, CAIA, CEO, RISK-AI, LLC 

 

“A terrific conference. I look forward to your next one.”

Portfolio Manager, Mercer Partners

 

“We were very pleased with the event and thank you and

your team for all of your good work.”

CEO, Truffle Hound Capital

 

“Thank you for inviting me to the Forum. It was well-organized and I found it to be quite interesting.”

Senior Vice President, Zurich Alternative Asset Management

 

Some of the constructive feed-back received in our Evaluation Forms were:

Size & ratio. Small size is appealing.

The staff was very good at introducing people.

Small size – more time to share information

& ideas.

Keeping speakers on time.

More talks from end investors regarding their

approaches to investing.

 

 

 

 

 

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