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 Catalyst Cap Intro Event focuses only on the L/S Equity | Event Driven Investing space. Strategies covered include, among others: fundamental research, global equity, merger arbitrage, small/micro caps, regional/international, industry specific, trend/signals, as well as event driven funds based on behavior, public reports, litigation, adverse news, structural change, insider filings, and more.
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, endowment and foundations, and their advisors, located in the US but also internationally.
This 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:
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 hereAlpha Films brings together professional film making and an editorial team with years of experience in financial journalism to form a dedicated film production unit that understands your business. Alpha Films is the film production arm of Alpha Journal , a digital publication with a global focus on alternative investment funds targeted at institutional investors and investment/asset managers.
Alpha Journal/Alpha Films is able to provide content, independent articles and films that have a core readership for the website as well as on Twitter and LinkedIn. This will resonate with younger investors as well as others who are increasingly using social media to research and source information about fund managers. Independent articles and films produced by Alpha Journal are more likely to tell good stories and be attractive and interesting to investors. As journalists and filmmakers we know how to structure articles and films to engage audiences and keep them reading/watching. We can provide personalised packages and quotations for managers based in the US, Europe and in Asia.
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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 hereLaunched by financial professionals in 2001, Eurekahedge’s proven track record spans over a decadesetting us apart as the world’s largest independent data provider and alternative research firm specialising in hedge fund databases covering North America, Europe, Asia and Latin America.
Headquartered in Singapore with offices in New York and Cebu, the global expertise of our research team constantly adapts to industry changes and needs, allowing Eurekahedge to develop and offer a wide array of products and services coveted by accredited investor groups, financial institutions and media sources. In addition to market-leading hedge fund databases and analysis, Eurekahedge’s other business functions include hedge fund publications, due diligence services, investor services, and an analytical platform service.
Learn more hereHedgeweek is the hedge fund industry’s leading portal on news and topical features = including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and fund manager interviews. Hedgeweek produces a free weekly and a daily newsletter covering essential news and features within the Hedge Fund industry.
Learn more hereIntegriDATA 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 herePreqin is the leading source of information for the alternative assets industry, providing data and analysis via online databases, publications and complimentary research reports. Preqin is an independent business with over 350 staff based in New York, London, Singapore, San Francisco, Hong Kong, Guangzhou and Manila, serving over 60,000 customers in over 90 countries.
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Learn more hereThe Hedge Fund Journal, launched in 2004, publishes in-depth profiles of hedge fund managers across the full spectrum of hedge fund strategies, from systematic and quantitative to discretionary, event driven and activist. We cover both traditional and offshore hedge fund strategies and the fast-growing space of ‘liquid alternatives’ such as UCITS and 40 Act funds. This helps end-investors, consultants and fund of hedge funds identify and analyse opportunities for their next allocation.
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