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.

New for fall 2020: this event is virtual, where managers give online presentations, followed by virtual private meetings. The event concludes with a virtual networking reception. Participants are given access to a dedicated online event portal, where the agenda, meetings, event binder and delegates are listed.

The introductions 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. There are no service providers, only managers and investors.

Investors are pre-screened and pre-qualified prior the events, by completing a COIN questionnaire. 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. Specifically, we ask investors to join the Catalyst Online Investor Network (COIN), whereby they share their investor 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.

EVENT FORMAT

Beforethe Event

Investors and managers are invited and sign up to an event
Investors are pre-screened and pre-qualified
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

ATthe Event

Participation of managers is capped, with approximately 1:2 ratio of managers to investors
Main session with short presentations by the managers
All participants are given access to a virtual Event Portal, with details on the agenda, scheduled meetings, participants list and the event binder
An afternoon with consecutive, private meeting sessions
Closing with networking reception

The PrivateMeetings

The meetings are in 30 minute intervals and consist of one manager and one or more investors
The meetings are conducted though a video call platform with dedicated links connecting each meeting group
Managers can share any materials they want

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
Announcement of the 'Catalyst Cap Intro Award' to one of the participating managers at the event

Event Agenda

Agenda:

11-11:15am: Optional technical test
12:45pm: Welcome note
1:00pm: Manager presentations
2:00pm: Private meetings
5:00pm: Networking session
5:30pm: Closing of event

For reviews, see Stats & Reviews from one of our recent events.

Facilitates Alternative Asset Investing