The fee for a manager is typically around $2.5-4K, and varies depending on applicable discounts, number of delegates sent, and add-on services added. Please apply to an event or contact us for specific fee details.
We aim to get up to 12 meeting introductions for each manager, with some getting more. The average is about 8.5. If you get less than six meetings scheduled you may cancel and be refunded.
We build up the draft list of investors for a specific event and publish this about 10 days before an event to managers that have registered. For past investors attending and typical characteristics, please see our brochure.
We offer a Secured Investor Interest Guarantee, by which you have the option to cancel and get refunded prior an event if you receive less than six investor meeting requests. We notify managers four days before an event about the numbers of investors that have requested to meet with them and who they are.
We share the managers' strategy description, AUM size and performance with investors. The investors can also ask to see the full fund summary or presentation.
The team at Catalyst come from alternative investing backgrounds and have built up wide networks of investors and allocators. The firm works hard to recruit new investors by targeted invitations, referrals from industry colleagues and media partnerships, as well as retaining current investors in the network that have proven their allocation ability.
All new investors that want to join an event undergo a pre-screening process by Catalyst. This entails an investor filling out an investor profile questionnaire by joining the ‘Catalyst Online Investor Network (COIN)’. Sometimes also someone in the Catalyst team talks to the investor to confirm their eligibility and discuss their allocation interests. If an investor has a specific limitation, for example they only invest in Long Only funds or don’t pay performance fees, we do our best to inform the managers about this. Catalyst has discretion in deciding what constitutes an investor.
Typically, when investors request their manager meetings, they don't select managers that they know since previously or that they can't/don't have any interest in investing with. In addition, once the draft lift of investors is published, a manager may tell Catalyst of their preferences regarding the investor group, and we can take off any names that you already know.
Virtually all investors are qualified investors per SEC regulations, and this is one of the questions we ask investors prior events. However, Catalyst doesn't verify this information as it's information given voluntarily.
No, we don't. All information is based on the voluntarily shared data given by the participants. Catalyst Financial Partners LLC is an events organizer, and has no fiduciary, investment or advisory responsibilities.
All delegates get a dedicated online event portal, with times, virtual rooms (video links) and meeting participants listed. The virtual meetings are 30 minutes long after which we rotate them. Managers are free to share any materials in the meetings, or share their screens.
This is an approximately seven minute stand-alone talk meant to give an introduction to what your fund does, what your strategy is about and how you add value to investors.
There is no media attending the presentation or meeting sessions.
No, there are only investment managers and investors/allocators at the main sessions of the event.
Participants in Virtual Events get 25% off standard event pricing. Use a Registration Code when registering. No other discounts can be applied.
If you purchase two events simultaneously, then you get 50% off on the second event. No other discounts can be applied. Please see full terms at check out.
We appreciate every client and work hard to make everyone satisfied. We welcome you to apply to our events, and if you are interested in individual fund raising assignments please contact Catalyst Fund Advisors, our fund marketing sister company.
The event is complimentary, provided that you qualify to the event as an investor.
Investors/allocators must qualify prior an event by joining the ‘Catalyst Online Investor Network (COIN)’. The team at Catalyst may have additional questions and may contact you to discuss. In short, qualification denotes that you should be an institutional grade investor interested in allocating meaningful amounts of capital to private investment managers. Catalyst has discretion in deciding what constitutes an investor for our purposes, and may reject admission to events.
Our managers are best of breed, alpha-oriented, small to mid-sized private fund managers. Each event has a specific asset class or strategy focus which should make your time spent very productive.
About 10 days before an event we send out the details on the managers to the investors that have signed up. You can then review and select which ones you find interesting.
We usually have 7-9 managers per event and you can meet with up to five.
No, you can meet with 1 to 5 managers. If you don't want to meet with anyone however the event is likely not for you.
We are happy to have investors delegates attend without sharing their company info or profiles. Please let us know if this would be preferred.
Please register on the event website and join COIN if you haven’t already. We also send out invites a few months before an event so you can sign up then. Or you can send us an email and we short list you.
All delegates get a dedicated online event portal, with times, virtual rooms (video links) and meeting participants listed. The virtual meetings are 30 minutes long after we rotate them.
For reviews, see Stats & Reviews from one of our recent events.