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.
Institutional investors have come to appreciate that they require alternative investment managers for a portion of their investing needs. Such a manager uses a successful active investing process to outdo, outsmart and outperform peers and relevant benchmarks. At the same time investors cannot easily replicate most alternative investing themselves or find similar products through exposure or passive investing.
This Catalyst Cap Intro Event focuses on the CTAs, Quant and A.I. (Artificial Intelligence) Fund Investing sectors. These innovative strategies are becoming very popular with investors, and have experienced a lot of investment inflows. The event will include the following strategies: High frequency trading, Stat arb, Vol arb, Pure Arb, Signals trading with A.I., Intangible assets trading, Overlay strategies, CTAs, Options and futures, Currencies, Blockchain strategies, Systematic equity, and more. Managers typically offer their products through investment funds, but also SMAs or advisory features.
At the event managers give short presentations during lunch, which is followed by meeting sessions. There are no service providers, only managers and investors. The event concludes with a networking wine reception.
Introductions are accomplished through private meetings which 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.
Investors are pre-screened and pre-qualified prior the events, by questionnaires and talks. 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.
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. In particular we look at an investor's 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. We also ask investors to join the 'Catalyst Capital Network', which further qualifies and ensures their fit to the events.
The general agenda for this Catalyst Cap Intro Event is:
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Learn more hereParticipants
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