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The Catalyst Cap Intro ‘Alternative Investing Funds’ is a cross-strategies alt assets event. The event is investor driven and transactional in scope, hosting investment managers and institutional grade investors for Catalyst’s uniquely styled cap intro event packed with presentations, structured meetings, and networking.

This fall 2024 Catalyst Cap Intro Event focuses on liquid or semi-liquid alt strategies, including: L/S equity & Long-only, Credit & Fixed income, Event driven, Quant & Options, Currencies, Macro & CTAs, Emerging markets, Distressed, Commodities & Energy, Crypto, Real estate, and more.

The event will discuss the current drivers and potential risks in the investing markets.  All this means opportunities for savvy investment managers.

The event is in-person, where managers give presentations during lunch, followed by private meetings. The event concludes with a networking reception.

Participants are given access to a dedicated online Catalyst Event Portal, where the agenda, meetings schedule with contact info, participants list and other info are available. The event is exclusive with around 30-40 participants in a controlled environment, with a 1:2 manager to investor ratio.

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 (Catalyst Online Investor Network) questionnaire and additional vetting by Catalyst. Investors constitute predominantly single and multi-family offices, allocator 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 partly refunded

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 institutional ready and alpha oriented
  • Attendance is complimentary, granted that you enroll in COIN and qualify as an investor
  • Review the short-listed managers before the event, and only select managers you like; no 'minimum set' of meetings necessary
  • Benefit from learning from fellow investors' questions and perspectives

Pre-Screening Process

Managers:

  • Investment managers should be ready for ‘institutional capital’
  • Strategies should be alpha-oriented
  • The fund should broadly fit the focus of the event
  • The investment structure may be as a fund, SMA or as advisory feature

Investors:

  • Investors undergo a multi-step qualification process in order to be granted admission to our events
  • All investors are required to enroll in COIN (Catalyst Online Investor Network), sharing their investor profile
  • Most investors are known to Catalyst

EVENT FORMAT

Before the EventPreparations

  • Investors are pre-screened and pre-qualified by joining COIN
  • Managers upload their fund profiles to the Catalyst Event Portal
  • Investors review and select which managers to meet with
  • Managers are sent their schedule of meetings

At the EventOverview

  • Participation of only about 30 delegates, with approximately 1:2 ratio of managers to investors
  • Luncheon with presentations by the managers
  • The Catalyst Event Portal shows scheduled meetings, participants list, contact info and event binder
  • Afternoon with private meetings
  • Closing networking reception

At the EventPrivate Meetings

  • The meetings are each about 30 minutes and holds one manager and one or more investors
  • Meetings take place at semi-private tables making the conversations personal and professional
  • Managers can share any materials they want
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After the EventVirtual Meetings

  • Any virtual meetings take place on the Catalyst Event Portal within three weeks of the event
  • Upon request, we share the feed-back from introduced participants. This is an extra service

Event Agenda

Agenda:

  • 12:00pm: Registration opens
  • 12:15pm: Lunch and presentations by fund managers
  • 2:00pm: Private meeting sessions
  • 5:00pm: Networking reception
  • 6:00pm: Closing of the event

ENDORSERS

cifa Foundation:

The CIFA Foundation was created at the initiative of a group of financial entrepreneurs to face the increasing number of regulations and the growing complexity of markets. Its mission is to strengthen the role of independent financial advisors (IFAs) at the international level in order to better defend the interests of investors. CIFA has chosen Geneva, one of the world capitals of wealth management and headquarters of many international organisations, to establish its permanent organisation.

Learn more here

Media Partners

IntegriDATA

IntegriDATA is a financial technology software company dedicated to helping the investment management industry improve operational efficiency and reduce risk. Founded in 2002 by financial industry experts, IntegriDATA specializes in expense allocation, payment automation, and collateral management solutions. IntegriDATA clients include hedge funds, private equity firms, fund administrators, institutional investors, and mutual funds. IntegriDATA software helps the investment management industry service over $1.1 trillion AUM as of November 2019.

Learn more here

Savvy Investor

Savvy Investor is a free research library for global institutional investors and service providers. We curate the best investment research from around the world, split into 50 topic categories for the ease of our members.

The site includes sections on Hedge Funds, Alpha Trading Strategies, Fixed Income and Treasury, and much more.

Visit today and join over 60,000 investment professionals who have registered worldwide.

Learn more here

SmartMoneyWatch

SmartMoneyMatch connects the global investment community. It’s free to use and offers the following opportunities. Go to:

Investments to browse and to list investment products.

Request for proposal to list a Request for Proposals (RFPs) or to reply to one.

Service providers to find investment service providers with the required expertise or to list your offerings.

Events to search for and to announce events.

Jobs to browse for jobs or to list your vacancies.

Business Directory to find and connect with other professionals.

Additionally, all users have a company and a personal profile page where their activities or offerings—as an asset manager, investor, or service provider—are displayed.

Learn more here

Alternative Investing Funds – Fall

Participants

About two weeks before each specific event, managers will be sent the names of the short listed investors. Please also see our brochure for names of past participants.

CHARACTERISTICS OF ATTENDING INVESTORS

Investor Allocation Size by Type

While the range of allocation sizes by investors can be large (a range between $1-$25m is common), the majority of investors has an average initial allocation size between $5-$10m.

HNW individuals allocations are smallest at below $1m, and pension funds largest at $20m. Others investors (seeders, growth capital) indicate making large initial allocations as that is part of their business models with typically lower fees attached.

Investor Representation by Geography

Investors are predominantly based in the North East US corridor (roughly Boston down to Washington), with 63% of the investors being based there.

22% of the investors come from the rest of the US, with 15% being international, mainly Asian and European based family offices and investor consultants.

Investor Representation by Type:

At our cap intro events the largest share of investor representation is single and multi-family offices, constituting about 43% of the investors.

Investor consultants represent 14% and HNWs about 8%

Fund-of funds, RIAs and Wealth Advisors (and other multi-managers such as 40 Act funds) represent 24%.

Pension funds and insurance companies together represent 5%, with endowments at 6%.

Investor Size by Type

The average AUM of an allocator is $2.5bn, with pension funds being the largest with $6.0bn in average AUM (in Alternatives).

In general, most investors’ average AUM ranges between $1-3bn. HNW individuals don’t usually disclose their assets so this is not available.

Alternative Investing Funds – Fall

  • Date: 16 Sep 2024
  • Time: 12:00pm-6:00pm
  • Location: New York City
  • Address: New York City

Deliverables and Pricing:

  • One event delegate pass
  • Lunch, coffee break and wine reception
  • Dedicated meeting space
  • Up to 12 investor driven introductions
  • Short presentation during lunch
  • Fund factsheet included in the event binder
  • Online access to Catalyst Event Portal
  • Secured Investor Interest Guarantee

Event fee: $2,990

The Following Add-ons are Available:

  • Extra delegate passes:$990/pp
  • Extended presentation at 15 minutes:$350
  • AV equipment (on-site only):$250
  • Follow up feed-back report from all introduced investors:$500

Registration Discount Offers*:

  • 10% off 3 months before the event
  • Purchase two Cap Intro events - get 25% off the second
  • *discounts can’t be combined

Media Partners