h

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 summer 2021 Catalyst Cap Intro Event focuses on Top Emerging Hedge Funds. The event is an all-strategies event hosting up-and-coming investment managers. New and innovative investment strategies have come on-line to exploit the ever changing opportunities in the markets. The influx of new talent has been accelerated by the Covid crisis, which has fueled fast-paced gyrations and stark arbitrage opportunities.

The event will showcase growing and successful alpha producing hedge funds to institutional investors. 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. Catalyst plans to resume live, in-person events in September 2021, assuming health guidelines and other circumstances allow it. Please see event terms for more information.

 

RATIONALE TO ATTEND

Rationale forManagers:

  • Get in-depth private meetings with active investors
  • Each event has a special strategy, industry 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 a manager does not get enough investor interest before an event, 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. 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.

EVENT FORMAT

Beforethe Event

  • Investors and managers are invited and sign up to an event
  • Investors are pre-screened and pre-qualified
  • 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

ATthe Event

  • Participation of managers is capped, with approximately 1:2 ratio of managers to investors
  • Main session with short presentations by the managers
  • All participants are given access to a virtual Event Portal, with details on the agenda, scheduled meetings, participants list and the event binder
  • An afternoon with consecutive, private meeting sessions
  • Closing with networking reception

The PrivateMeetings

  • The meetings are in 30 minute intervals and consist of one manager and one or more investors
  • The meetings are conducted though a video call platform with dedicated links connecting each meeting group
  • Managers can share any materials they want
award-winnerlarge

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
  • Announcement of the 'Catalyst Cap Intro Award' to one of the participating managers at the event

Event Agenda

Agenda:

The general agenda for this Virtual Catalyst Cap Intro Event is:

  • 11-11:15am :Technical test run for any participants
  • 12:45pm : Welcome note and introductory talks by fund managers
  • 2:00pm : Private meetings in 30 minute intervals
  • 5:00pm : Concluding remarks and networking reception
  • 5:30pm : 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

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.

Learn more here

Hedge Fund Alert

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

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

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

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

SmartMoneyWatch

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

Top Emerging Hedge Funds – Virtual

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.

Top Emerging Hedge Funds – Virtual

  • Date: 28 Jun 2021
  • Time: 12:45pm-5:30pm
  • Location: From New York
  • Address: Virtual

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