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 winter 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.
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.
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
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
The PRIVATEBANKING.COM wealth industry directory is the financial-industry’s leading online business development and networking platform focused on Wealth Management and Financial Services.
The platform offers effective marketing services and tools designed to achieve high brand recognition, broad visibility and reach to your products and services.
Privatebanking.com’s FINANCE LOUNGE business network is a vibrant and fast growingonline community designed to help financial markets professionals to build network, increase visibility and identify and stay in touch with relevant industry experts and customers alike.
We invite you to join the FINANCE LOUNGE and gain access to business insights and new connections across the globe: Please register at: www.privatebanking.com
Learn more here
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
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.
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.
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.
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%.
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.
Event fee: $2,990
