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Preqin Real Estate, VC & Private Equity, and Hedge Fund 2017 Report Spotlights

February 2017

We are happy to share our Media Partner Preqin’s recent report spotlights covering the Real Estate, VC & Private Equity, and Hedge Fund industries:

The Real Estate Spotlight 2017 includes:
• 2016 in numbers
• Funds in market
• Fund manager views
• Deal flow
• Insight from Barings Real Estate Advisers
• The outlook for 2017

The VC and Private Equity Spotlight 2017 includes:
• First-Time Fund Managers
• Performance Benchmarks
• Investor Appetite
• Venture Capital Deals
• Largest Buyout Deals and Exits

The Hedge Fund Spotlight 2017 includes:
• Predictions for 2017
• Consistent Top Performing Funds
• News
• Latest Trends and Statistics

Survey of Allocators’ Investment Trends 2017

February 2017

Carl Berg, founder of Catalyst Financial Partners, and Susan Weerts, a Research Analyst, publish the report “Survey of Allocators’ Investment Trends 2017”.

See the survey here.

Below are some of the main points:

For 2017, sophisticated investors’ enthusiasm in the alternative investing space remains fairly high, but mixed, with one-third considering to allocate at this moment. Hedge funds are suffering from low average returns, with Private Equity and Real Estate funds faring better. For Hedge funds, the top investment choices are L/S Equity, Quant & CTAs, Emerging Markets, followed by Credit & Fixed Income. Emerging Markets is the sector that seen the most improvement in investor sentiment. Investors prefer funds with a long track-record, in order to identify the most appropriate portfolio manager.
Direct investments are getting a lot of attention as they potentially provide high alpha returns resulting from high barriers-to-entry situations and without intermediary fees.

Alternative fund managers are also facing tough competition from exposure and smart beta products such as ETFs and mutual funds, especially since the broader markets have enjoyed some ‘Trumpflation’.

Investors have been taking advantage of the improving commercial real estate market which has been supported by the economic recovery and low vacancy rates. As the market seems to be getting extended, the marginal rate of return will likely start to drop. This should lead investors to turn to specialty markets, such as health-care-related and light industry – which is the most sought after Real Estate sector in 2017 – to try to capture excess returns.

Events announced for 2017

January 2017

Catalyst Financial Partners is planning to host ten events in 2017. Apart from its core group of L/S Equity and Credit events, new to the staple is an event on Fintech Multi-fund offerings, reflecting the growth in that space. Real Estate is also being boosted with two main events, while Emerging Markets only is devoted one event.

The need for a specialist cap intro events producer continues unabated, and Catalyst Financial Partners is pleased to be a long term provider of successful business introductions.

Survey of Allocators’ Investment Trends 2016

February 2016

Carl Berg, founder of Catalyst Financial Partners, and Susan Weerts, a Research Analyst, publish the report “Survey of Allocators’ Investment Trends 2016”.

Allocation appetite among investors is mixed while it seems to be the case that current and forecasted volatility in 2016 may increase the appeal of hedge funds.

In 2016, investors are more selective towards hedge funds and skepticism exists. About 50% say they will see how the year develops or are only allocating if they find an appropriate manager. Departing from earlier years, some investors now even dismiss hedge funds based on being disappointed by the industry.

The top strategy preference is L/S Equity strategies while Macro strategies have become favorable compared to earlier years. Quant & CTAs record a huge increase in appeal.

See the survey here.

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Canada-Israel Private Equity and Venture Fund Conference

October 2015

• Catalyst Financial Partners was pleased to co-host the Canada PE/VC Fund Conference together with the Consulate General of Canada and The Israel Economic Mission in New York on the 29th of October in New York.

The conference drew over 40 LPs and 20 LP with about 100 delegates in total. The Canadian and Israeili VC and PE industries are two of the most dynamic in the world, fueling and developing immensely successful, world leading companies across diverse sectors.

See the event website here.

Survey of Allocators’ Investment Trends

September 2015

• Carl Berg, founder of Catalyst Financial Partners, and Susan Weerts, a contributing writer to Seekingalpha.com, publish the report “Survey of Allocators’ Investment Trends“. View the report here.

In summary, in 2013 an allocator is ready and willing to invest with an institutional quality hedge fund if it is providing portfolio benefits, decent – but not necessarily top – performance, at attractive fee levels and terms.

If these criteria are not fulfilled allocators may look at substitutes, notably Private Equity, ETFs and mutual funds, or Direct investments.

Going into 2013, within the hedge fund space, L/S Equity looks like the preferred allocation destination, followed by Emerging Markets and Credit & Fixed Income. This signals a return to more risky assets as Emerging Markets have particularly been out of favor the last 12-15 months.

Cap Intro: Emerging Markets | Energy Alternative Investing

June 2015

• Catalyst Financial Partners organized the event Cap Intro: Emerging Markets | Energy Alternative Investing on the 22nd of June 2015 at the Capital Grille – Wall Street, New York.

Cap Intro: Credit | Fixed Income Alternative Investing

April 2015

• Catalyst Financial Partners organized the event Cap Intro: Credit | Fixed Income Alternative Investing on the 20th of April at the Capital Grille – Wall Street, New York.

Launch of ‘Catalyst Investor Network’

March 2015

• Catalyst Financial Partners launched its Investor Network, which is an online portal that helps to qualify allocators for the company’s cap intro events and other activities. An investor is asked to go through a questionnaire to determine their regulatory and investing profile, as well as current mandates.

Cap Intro: L/S Equity | Quant Alternative Investing

February 2015

• Catalyst Financial Partners organized the event Cap Intro: L/S Equity | Quant Alternative Investing on the 23rd of February 2015 at the Capital Grille – Wall Street, New York.

Survey of Allocators’ Investment Trends

• Carl Berg, founder of Catalyst Financial Partners, and Susan Weerts, a contributing writer to Seekingalpha.com, publish the report “Survey of Allocators’ Investment Trends 2015”.

View the report here.

“Allocation appetite among investors remains strong and largely unaffected by high profile exits of some pension funds and lackluster industry performance in 2014.

In 2015, investors will likely pay more attention to fund performance than portfolio characteristics. High fees and unfriendly investor terms keep allocators at bay. However, hedge funds appear to have become more ‘investor friendly’ in 2014.

The top preference in the hedge fund space continues to be L/S Equity strategies. For 2015, we are expecting a huge hike in interest in Commodities and Energy strategies, likely as investors see favorable price entry points as well as distressed debt opportunities in oil-related companies.

Emerging Markets continue to lose their appeal in 2015. This is not surprising given the global sentiment with slowing growth in China, Russia, Brazil and the likely interest rate hike in the US. The bright spots would include Africa, Mexico and India.

Private Equity remains the most attractive investment substitute to hedge funds, and there is significantly increased interest in Real Estate funds”

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Winner of 2014 International Finance Awards

• Catalyst Financial Partners wins an International Finance Awards 2014 and becomes “Best In Alternative Investing Investor Events – New York”.

The official winners list of Wealth & Finance International’s Finance Awards 2014 can be viewed here.

Cap Intro: Emerging Markets | Macro Alternative Investing

December 2014

• Catalyst Financial Partners organized the event Cap Intro: Emerging Markets | Macro Alternative Investing on the 8th of December 2014 at the Sparks – Midtown, New York.

Cap Intro: Credit | Fixed Income Alternative Investing

October 2014

• Catalyst Financial Partners organized the event Cap Intro: Credit | Fixed Income Alternative Investing on the 23th of October 2014 at the Capital Grille – Wall Street, New York.

Cap Intro: L/S Equity | Event Driven Investing

September 2014

• Catalyst Financial Partners organized the event Cap Intro: L/S Equity | Event Driven Investing on the 22nd of September 2014 at the Capital Grille – Wall Street, New York.

Cap Intro: Emering Markets Alternative Investing

June 2014

• Catalyst Financial Partners organized the event Cap Intro: Emering Markets Alternative Investing on the 23th of June 2014 at the Capital Grille – Wall Street, New York.

Cap Intro: Private Equity Fund Investing

May 2014

• Catalyst Financial Partners organized the event Cap Intro: Private Equity Fund Investing on the 19th of May 2014 at the Capital Grille – Wall Street, New York.

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Winner of 2014 International Fund Award

May 2014

• Catalyst Financial Partners wins an International Fund Award 2014 and becomes “Most Outstanding Specialist Investor Events Firm of the Year – USA”.
The official winners list of Acquisition International’s Fund Awards 2014 can be viewed here.

Cap Intro: Credit | Fixed Income Alternative Investing

April 2014

• Catalyst Financial Partners organized the event Cap Intro: Credit | Fixed Income Alternative Investing on the 7th of April 2014 at the Capital Grille – Wall Street, New York.

Canadian Hedge Watch Hedge Fund Industry Outlook Volume 14 Issue 3 – April 2014

April 2014

• Canadian Hedge Watch published Catalyst’s Survey of Allocators’ Investment Trends and used it as a benchmark in Hedge Fund Industry Outlook Volume 14 Issue 3. The issue can be viewed here.

Cap Intro: L/S Equity | Quant Alternative Investing

February 2014

• Catalyst Financial Partners organized the event Cap Intro: L/S Equity | Quant Alternative Investing on the 24th of February 2014 at the Capital Grille – Wall Street, New York.

Canadian Hedge Watch Hedge Fund Industry Outlook Volume 14 Issue 2 – February 2014

• Canadian Hedge Watch published Catalyst’s Survey of Allocators’ Investment Trends and used it as a benchmark in Hedge Fund Industry Outlook Volume 14 Issue 2. The issue can be viewed here.

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Winner of 2014 International Hedge Fund Award

• Catalyst Financial Partners wins, for the second consecutive year, an International Hedge Fund Award 2014 and becomes “Specialist Investor Events Firm of the Year – Hedge Funds”.
The official winners list of Acquisition International’s Hedge Funds Awards 2014 can be viewed here. And here is the press release.

Survey of Allocators’ Investment Trends

January 2014

• Carl Berg, founder of Catalyst Financial Partners, and Susan Weerts, a contributing writer to Seekingalpha.com, publish the report “Survey of Allocators’ Investment Trends“.

View the report here.

“In 2014, investors continue as last year to pay more attention to a fund’s portfolio characteristics than performance. This will allow them to discern inherited risks and systemic ambiguities. This also explains why strategies that are run in a non-discretionary fashion seem to be, as a general observation, more attractive than discretionary.

Cap Intro: Emerging Markets | Macro Alternative Investing

December 2013

• Catalyst Financial Partners organized the event Cap Intro: Emerging Markets | Macro Alternative Investing on the 9th of December 2013 at the Capital Grille – Wall Street, New York.

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Winner of 2013 International Finance Award

November 2013

• Catalyst Financial Partners won 2013 International Finance Award “Specialist Investor Events Firm of the Year – USA”.

Acquisition International Magazine: The awards recognise the outstanding achievements of individuals and companies within the finance sector, encompassing everything from insurance brokers and specialist IT providers to advisers on subjects ranging from equities to renewable energy. AI’s Finance Awards identify and honour success, innovation and ethics across international business communities.

AI prides itself on the validity of its awards and its winners. The awards are given solely on merit and are awarded to commend those most deserving for outstanding work over the last 12 months. Our awards recognise leaders in their respective fields and, crucially, are nominated by their clients and their peers.

The official winners list of Acquisition International’s Finance Awards 2013 can be viewed here.

Cap Intro: Credit | Fixed Income Alternative Investing

October 2013

• Catalyst Financial Partners organized the Cap Intro: Credit | Fixed Income Alternative Investing on the 28th of October 2013 at the Capital Grille – Wall Street, New York.

Cap Intro: L/S Equity | Event Driven Alternative Investing

September 2013

• Catalyst Financial Partners organized the Cap Intro: L/S Equity | Event Driven Alternative Investing on the 23rd of September 2013 at the Capital Grille – Wall Street, New York.

Five Year Anniversary – Catalyst Financial Partners

July 2013

• Catalyst Financial Partners celebrates its fifth anniversary in business. Carl Berg comments:

“We are pretty ecstatic to celebrate our fifth anniversary in business! What we have accomplished – I think – is one of the most focused, effective and tailor-made ways for private investment funds and allocators to engage with each other. In the abyss of databases, massive conferences, and distribution efforts that exist in the investing industry, we have found one thing in particular: nothing beats pre-selected, delegate driven, high quality personal meetings as the most effective way to facilitate discussions between managers and allocators.

Moreover, the fact is that I think we have estabilshed ourselves as one of the leading, independent, specialists in the private funds space. In an industry where the average time span of a business is infamously short, having proven its model for five, pretty challenging, years says something about client value, reputation, and simply running a business effectively. We look forward working with our clients to growth their businesses and evolving our offerings through different business environments”

‘Catalyst Cap Intro Award’ – Cap Intro: Emerging Markets

July 2013

• Catalyst Financial Partners will announce the winner of ‘Catalyst Cap Intro Award’ for Cap Intro: Emerging Markets Alternative Investing, 24th June 2013, New York City event.
Catalyst Cap Intro Award
Event: Cap Intro: Emerging Markets Alternative Investing
Date: 24th June 2013
Winner: Perfin Investimentos
Fund strategy: L/S Equity, Brazil focus
• The Catalyst Cap Intro Award is given out to the best manager at each our Catalyst’s events based on the preferences of the participating investors, from their experiences at the in-depth private meetings with the managers. Typically, there is consensus among investors which manager that stands out among its peer group, and Catalyst would like to highlight this manager among the participants.
This award is given out by Catalyst Financial Partners, a producer of specialist investor events.

Cap Intro: Emerging Markets Alternative Investing

June 2013

• Catalyst Financial Partners organized the Cap Intro: Emerging Markets Alternative Investing on the 24th of June 2013 at the Capital Grille – Wall Street, New York.

‘Catalyst Cap Intro Award’ – Cap Intro: L/S Equity | Quant

May 2013

• Catalyst Financial Partners announced NVAM Criteria Investment Partners as the winner of ‘Catalyst Cap Intro Award’ for Cap Intro: L/S Equity | Quant Alternative Investing, 22nd of April 2013, New York City event.
Catalyst Cap Intro Award
Event: Cap Intro: L/S Equity | Quant Alternative Investing
Date: April 22nd, 2013
Winner: NVAM Criteria Investment Partners
Fund strategy focus: L/S Equity, Directional Strategies Overlay
• The Catalyst Cap Intro Award is given out to the best manager at each our Catalyst’s events based on the preferences of the participating investors, from their experiences at the in-depth private meetings with the managers. Typically, there is consensus among investors which manager that stands out among its peer group, and Catalyst would like to highlight this manager among the participants.
This award is given out by Catalyst Financial Partners, a producer of specialist investor events.

Cap Intro: L/S Equity | Quant Alternative Investing

April 2013

• Catalyst Financial Partners organized the Cap Intro: L/S Equity | Quant Alternative Investing on the 22nd of April at the Capital Grille – Wall Street, New York.

‘Catalyst Cap Intro Award’ – Cap Intro: Credit | Fixed Income

March 2013

• Catalyst Financial Partners announced UCM Partners, MIDAS Fund as the winner of ‘Catalyst Cap Intro Award’ for Cap Intro: Credit | Fixed Income Alternative Investing, 25th of February 2013, New York event.
Catalyst Cap Intro Award
Event: Cap Intro: Credit | Fixed Income Alternative Investing
Date: February 25th, 2013
Winner: UCM Partners, MIDAS Fund
Fund strategy focus: Structured credit mortgage securities
• The Catalyst Cap Intro Award is given out to the best manager at each our Catalyst’s events based on the preferences of the participating investors, from their experiences at the in-depth private meetings with the managers. Typically, there is consensus among investors which manager that stands out among its peer group, and Catalyst would like to highlight this manager among the participants.
This award is given out by Catalyst Financial Partners, a producer of specialist investor events.

Canadian Hedge Watch Hedge Fund Industry Outlook Volume 13 Issue 2 – February 2013

February 2013

• Canadian Hedge Watch published Catalyst’s Survey of Allocators’ Investment Trends and used it as a benchmark in Hedge Fund Industry Outlook Volume 13 Issue 2. The issue can be viewed here.

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Winner of 2013 International Hedge Fund Award

February 2013

• Catalyst Financial Partners won 2013 International Hedge Fund Award “Specialist Investor Events Firm of the Year – Hedge Funds”.
The official winners list of Acquisition International’s Hedge Funds Awards 2013 can be viewed here.

All Cash, No Splash – DuJour

January 2013

• Carl Berg, founder of Catalyst Financial Partners, interviewed by Nancy Miller for the news magazine ‘DuJour’. View the article here.

Catalyst is pleased to offer loyalty discount to returning clients:

Purchase two Catalyst Cap Intro events – get 50% off the second!
• Mention this loyalty discount when contacting us.
• General terms:
– Payment of both events upfront and simultaneously
– Face value pricing of the second event will be the same as the first
– Attendance at the second event within 12 months of purchase
– No refunds of second event
– Offer can not be combined with other discounts or special offers
– Further terms available on request

Cap Intro: Emerging Markets | Commodities Alternative Investing

December 2012

• Catalyst Financial Partners organized the Cap Intro: Emerging Markets | Commodities Alternative Investing on the 3rd of December at the Capital Grille – Wall Street, New York.

Cap Intro: L/S Equity | Event Driven Alternative Investing

October 2012

• Catalyst Financial Partners organized the Cap Intro: L/S Equity | Event Driven Alternative Investing on the 22nd of October at the Capital Grille – Wall Street, New York.

Cap Intro: Emerging Markets | Macro Alternative Investing

June 2012

• Catalyst Financial Partners organized the Cap Intro: Emerging Markets | Macro Alternative Investing on the 25th of June at the Capital Grille – Wall Street, New York.

Alternative Investing Evening Mixer

April 2012

• Catalyst Financial Partners organized the Alternative Investing Evening Mixer on the 23rd of April at the Harvard Club NY with over 90 attendees.

Cap Intro: Emerging Markets Alternative Investing

April 2012

• Catalyst Financial Partners organized the Cap Intro: Emerging Markets Alternative Investing on the 23rd of April at the Harvard Club NY with 29 attendees.

Cap Intro: L/S Equity | Quant Alternative Investing

February 2012

• Catalyst Financial Partners organized the Cap Intro: L/S Equity | Quant Alternative Investing on the 27th of February at the Capital Grille – Wall Street, New York.

Cap Intro: Emerging Markets Alternative Investing

December 2011

• Catalyst Financial Partners organized the Cap Intro: Emerging Markets Alternative Investing on the 12th of December at the Capital Grille – Wall Street, New York.

Traders Network Radio Show

November 2011

• Carl Berg from Catalyst Financial Partners gives his views on the current market and allocation trends in the radio show ‘Traders Network’ hosted by Michael Yorba. It aired on the 18th November. Listen to the replay here.

Cap Intro: Macro | L/S Equity Alternative Investing

October 2011

• Catalyst Financial Partners organized the Cap Intro: Macro | L/S Equity Alternative Investing on the 20th of October at the Omni Berkshire Place, New York.

Advisory Board Meeting

September 2011

• Catalyst Financial Partners holds its inaugural Advisory Board meeting, see here for its members.

Cap Intro: Commodities | Emerging Markets Alternative Investing

June 2011

• Catalyst Financial Partners organized the Cap Intro: Commodities | Emerging Markets Alternative Investing on the 20th of June at the Omni Berkshire Place, New York.

Alternative Investing Forum Spring 2011

April 2011

• Catalyst Financial Partners organized the Alternative Investing Forum Spring 2011 on the 12th of April at the Harvard Club NY with 102 attendees.

Cap Intro: L/S Equity | Deep Value Investing

February 2011

• Catalyst Financial Partners organized the Cap Intro: L/S Equity | Deep Value Investing on the 28th of February at the Harvard Club NY with 23 attendees. Read reviews here.

Cap Intro: Emerging Markets Alternative Investing

December 2010

• Catalyst Financial Partners organized the Cap Intro: Emerging Markets Alternative Investing on the 13th of December at the Harvard Club NY with 28 attendees. Read reviews here.

Asset Allocation Forum in Alternatives 2010

October 2010

• Catalyst Financial Partners organized the Asset Allocation Forum in Alternatives 2010 on the 18th of October at the Harvard Club NY with 105 attendees. Read reviews here.

Cap Intro: L/S Equity | Credit / Distressed Debt

September 2010

• Catalyst Financial Partners organized the Cap Intro: L/S Equity | Credit / Distressed Debt on the 27th of September at the Harvard Club NY with 22 attendees.

Cap Intro: Macro | Emerging Markets Alternative Investing

Catalyst Financial Partners organized the Cap Intro: Macro | Emerging Markets Alternative Investing on the 1st of July at the Harvard Club NY with 25 attendees. Read reviews here.

A View from Both Sides: the Latest Trends in Capital Raising

Catalyst Financial Partners and Susan Weerts at Seekingalpha publish the report “A View from Both Sides: the Latest Trends in Capital Raising“.

The report is based on a survey and interviews with participants at the Alternative Investing Forum Spring 2010. Please find the report here. Some of the main conclusions are below:

– High Absolute Returns is the top reason investors allocate to hedge funds, and the primary criteria in selecting a hedge fund

– The current preferred strategy among investors is equity-related strategies

– In Manager Selection processes, investors rank Firm’s Stewardship last while for a fund manager it is at the top of the list

– More weight on risk management by investors than managers

– Traditional hedge fund clients are still the major sources of capital for small/mid-size hedge funds

– Pension Funds will be the driving force behind the future growth of hedge fund industry

– Investors think “Institutionalization of hedge funds” can boost investors’ confidence in the industry

– Investors are neutral on whether a new set of government regulations will increase their likelihood of investing in hedge funds in the near future

– Lack of access to appropriate capital distribution channel, rather than lack of attractive products, is credited as the top obstacle in raising capital by hedge fund managers

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