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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 on the Real Estate Fund Investing industry. Strategies covered will include, among others: development, added-value, commercial, single-multi residential, single family, luxury hotels, real estate financing and debt, bridge financing, infrastructure, projects and complexes, and international projects. 

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 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 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 your fund does not get enough interest, you may cancel and be refunded
  • 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.

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 pre-selected, best-in-class, and alpha oriented
  • Attendance is complimentary, granted you qualify as an investor
  • Review the short-listed managers before the event, and only request to meet with managers you are interested in; no 'minimum set' of meetings necessary
  • Benefit from learning from fellow investors' questions and perspectives

Pre-Screening Process

Managers:

    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:

  • Relevancy and strength of investment strategy
  • Performance track record and other metrics
  • AUM and AUM history for fund, strategy and firm
  • Liquidity and other investor terms
  • General fit with the short listed investors

Investors:

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.

EVENT FORMAT

Beforethe Event

  • Investors and managers are invited and sign up to an event
  • Investors are pre-screened and pre-qualified
  • Managers receive event details and pay event fees
  • Investors are sent descriptions of investment managers' profiles, with up to 50 investors reviewing the managers
  • Investors request which managers to meet with
  • The confirmed investor meetings are sent to the managers. If a manager doesn't get a minimum of meetings scheduled, they may cancel and be refunded

ATthe Event

  • Participation of managers is capped, with approximately 1:2 ratio of managers to investors
  • Exclusive luncheon with short presentations by the managers
  • Participants are given out an event binder, containing the managers' fund summaries
  • Coffee networking break
  • An afternoon with consecutive, private meeting sessions
  • Closing with networking reception

The PrivateMeetings

  • At the event, the meetings are in 35 minute intervals and consist of one manager and one or two investors
  • The meetings take place in exclusive, closed-door rooms which make the experience pleasant, professional and personal
  • Managers can bring any materials they want
  • Upon request, AV equipment is available to managers for presentations
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After the Event

  • We may share feed-back from introduced participants 4-6 weeks after the event. This is an efficient way to make sure you make the most of your introductions, and follow up with the appropriate investors quickly
  • Announcement of the 'Catalyst Cap Intro Award' to one of the participating managers at the event

Event Agenda

Agenda:

The general agenda for this Catalyst Cap Intro Event is:

  • 12:30pm : Registration opens
  • 12:45pm : Lunch and introductory talks by fund managers
  • 1:45pm : Networking break
  • 2:00pm : Afternoon private meetings in 35 minute intervals
  • 5:00pm : Cocktail 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

Alpha Journal

Alpha Journal working with Shoot You combines years of perfecting the art of storytelling through words and video/animation. We set high standards. Our content is designed to entertain and engage. We believe all areas of financial services need a creative way to tell their stories and connect with investors. Through story telling in words and images, Alpha Journal and Shoot You produce accessible information and help clients make positive and informed choices. We help you better communicate with existing and prospective clients – and keep them engaged and interested in what you are doing. We create high quality and trusted content. We help increase understanding and knowledge about what you do and how you do it. Using a mixture of high quality video and animation, we can offer you website and marketing content that will keep investors engaged and help attract new capital.

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BarclayHedge

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.

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Debt Wire

Debtwire, an Acuris company, is the leading provider of expert news, data and analysis on global leveraged credit. Our end-to-end coverage goes behind the scenes from primary issuance to the first sign of stress through restructuring and beyond. With our global breadth and local depth, subscribers trust Debtwire - the pioneer in the market - for comprehensive coverage across geographies, companies and asset classes. Specifically, Debtwire Municipals uncovers credit stress in the $3.7 trillion U.S. municipal bond market. Our team of experienced journalists, legal and financial analysts report and offer commentary on the changing credit quality of municipal obligors. Whether it’s incremental credit deterioration or the ripple effects of systemic risk, our exclusive insight foreshadows future distress—highlighting opportunity and warning of potential risk. Equipped to anticipate secondary and tertiary credit impact, subscribers can be the first to move.

Learn more here

Eurekahedge

Launched 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.

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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

Preqin

Preqin 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.

Preqin has the most comprehensive and extensive information available on the private equity, hedge fund, real estate, infrastructure, private debt and natural resources industries, encompassing funds and fundraising, performance, fund managers, institutional investors, deals and fund terms. Leading alternative assets professionals from around the world rely on Preqin’s services daily, and its data and statistics are regularly quoted by the financial press.

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Private Banking

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

Property Funds World

Property Funds World is the property 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. Property Funds World produces a free weekly and a daily newsletter covering essential news and features within the property fund industry as well as an extensive special reports series.

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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

Real Estate Fund Investing

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.

Real Estate Fund Investing

  • Date: 16 Jul 2018
  • Time: 12:30pm-6:00pm
  • Location: Capital Grille - Wall Street
  • Address: 120 Broadway, 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