Catalyst Cap Intro events are investor driven and transactional events that host alpha-oriented investment managers and institutional grade investors that are introduced to each other with a view to become investment partners.
This spring 2021 Catalyst Cap Intro Event focuses on Credit and Fixed Income Alternative strategies. Strategies covered include: Relative value, Corporate debt, Municipal debt, Fixed income, Mortgages, EM/international debt, Event driven, Convertible debt, Peer-to-Peer lending, Trade finance, Distressed & Deep-value, and more. Managers typically offer their products through investment funds, but also SMAs or advisory features.
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.
Note: this is scheduled to be a virtual event, however it may be converted into a live, on-site event if health guidelines and other circumstances allow it. Please see our event terms for more information.
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.
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:
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.
The general agenda for this Virtual Catalyst Cap Intro Event is:
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
BarclayHedge, a division of Backstop Solutions, is a leading research based provider of information services to the alternative investment industry. Barclay began publishing fund data for CTAs and hedge funds in 1989 and currently maintains data on more than 26,000+ alternative investment vehicles. BarclayHedge provides access to its hedge fund, fund of funds, and managed futures databases to thousands of investors worldwide in Excel, Access, and formats compatible with most third party analysis packages. Barclay’s 31 hedge fund indices, 10 managed futures indices, and 7 UCITS indices are universally recognized as alternative investment performance benchmarks and are utilized by investment professionals around the globe.
Learn more here
Get the Fresh Lowdown on Alternative-Investment Activities. Every week, Hedge Fund Alert delivers the early intelligence you need to anticipate money-making openings in the fund-management arena. The newsletter tells you what tight-lipped fund managers don’t want you to know. It also uncovers the secret moves of investors and other industry players. See for yourself -- sign up for a 3-week FREE trial subscription to Hedge Fund Alert. Start your free trial here, or call 201-659-1700.
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
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
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
