Cap Intro Event

The Catalyst Cap Intro Active Alpha Investing event seeks to host investment managers which are able to consistently produce Alpha. Such a manager uses a successful Active investing process to outdo, outsmart and outperform peers and relevant benchmarks.

Institutional investors have come to appreciate that they require Active Alpha investment managers for a portion of their investing needs. They cannot easily replicate Active Alpha investing themselves or find similar products through exposure or passive investing.

This event is investor driven and transactional in scope, hosting Active Alpha-oriented investment managers and institutional grade investors that are introduced to each other with a view to become investment partners.

Investment strategies at this fall 2020 event include a cross section of different focuses, markets, and geographies. Some notable strategies include L/S equity & Long-only, Credit & Fixed income, Merger Arb, Event driven, Quant & Options, Currencies, Macro & CTAs, International/Global markets, Distressed & Deep-value, Commodities & Energy. Managers may offer their products through different structures, such as investment funds, SMAs or advisory features.

At the event managers give short presentations during lunch, which is followed by meeting sessions. There are no service providers, only managers and investors. The event concludes with a networking wine reception.

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.

Investors are pre-screened and pre-qualified prior the events, by questionnaires and talks. Investors constitute predominantly single and multi-family offices, investor intermediaries, and end-investors, located in the US but also internationally.

This event 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 strategy, industry or asset class focus, to increase the fit with the investors
Meetings are investor driven, with investors requesting to meet with managers
Fees are competitive and early registration is rewarded
If a manager does not get enough investor interest before an event, you may cancel and be refunded

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.

Rationale forInvestors:

Meet with managers in a certain sector or asset class in an extremely time efficient format
Benefit from getting introduced to managers that are pre-selected, best-in-class, and alpha oriented
Attendance is complimentary, granted you qualify as an investor
Review the short-listed managers before the event, and only request to meet with managers you are interested in; no 'minimum set' of meetings necessary
Benefit from learning from fellow investors' questions and perspectives

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

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:

12:15pm : Registration opens
12:30pm : 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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