Investor Event: Cap Intro: L/S Equity | Event Driven Alternative Investing
Date: Monday, 23rd Sept, 2013
Venue: Capital Grille – Wall Street, NY
The event Cap Intro: L/S Equity | Event Driven Alternative Investing gathered active investors and growing L/S Equity and Event Driven focused alternative investment managers in a pre-qualified and pre-screened format with private meetings. The cap intro event was attended by 15 investors and 9 managers, with a total of 70 meetings taking place during the course of the afternoon.
Six of the 15 investors were fund of funds/investor consultants, four single/multi-family offices, and five were high net worth individuals, endowments, and multi-managers. The size of the investors ranged from $85m to $4.5bn in AUM.
Alternative Investment Managers
Four L/S Equity and five Event Driven fund managers attended. The size of the strategy AUM ranged from $15m to $1bn. Strategies included L/S Equity, long-biased; US Event Driven, Special situations; L/S Equity,
Small Caps, Tech; L/S Equity; US focus long-biased investing across the capital structure; US focus Event Driven, Investing across the capital structure.
Pre-Screening and Pre-Qualification
Both the investors and managers were pre-screened and pre-qualified to constructively fit into the investor event. Investors were interviewed for their active interest in L/S Equity and Event Driven focused managers, and asked to supply information on their key investment criteria and preferences. Managers were asked to apply by sending their fund profile and their investor preferences. Subsequently, investors and managers gave their preferences to whom to meet with, taking into account the information available on participants. All participants were given tailor-made private meeting schedules prior to the event.
The investor event consisted of a luncheon with presentations by managers, a networking break, five private meetings in 35 minute sessions, and a cocktail reception.
Feed-back – Cap Intro: L/S Equity | Event Driven Alternative Investing
Below are some reviews from our delegates:
“Thank you for setting up the meetings at the event. We did receive some very encouraging feedback. Please do keep us in mind for future events.”
– Representative, L/S Equity manager