Date: Monday, 27th February, 2012
Venue: Capital Grille – Wall Street, NY
The event Cap Intro: L/S Equity | Quant Alternative Investing gathered active investors and growing L/S equity and quant focused alternative investment managers in a pre-qualified and pre-screened format with private meetings. The cap intro event was attended by 17 investors and 8 managers, with a total of 71 meetings taking place during the course of the afternoon.
Eight of the 17 investors were fund of funds/investor consultants, three single/multi-family offices, and six were high net worth individuals and multi-managers. The size of the investors ranged from $100m to $6bn, with the average size $1.4bn.
Alternative Investment Managers
Five L/S equity and three quant funds managers attended. The size of the strategy AUM ranged from $16m to $250m, with the average size $72m. Strategies included L/S Equity (consumer focus), Quant (short term stock trading), L/S equity (commodities enhancement), L/S equity (value stocks), Quant (option strategies), L/S equity/quant (trading program using algorithms), L/S equity (long biased, high conviction).
Pre-Screening and Pre-Qualification
Lunch and manager presentations
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 quant market 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 preferences to what investors to meet with. 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 the event.
The investor event consisted of a luncheon with presentations by managers, a networking break, and five 35 minute sessions with private meetings, as well as a cocktail reception.
Feed-back – Cap Intro: L/S Equity | Quant Alternative Investing
Below are some reviews from delegates:
“I wanted to thank you for including us in your cap-intro event yesterday. From my point of view it was a great success. Of the eight investors I met with I think I’ve got a real shot with six or seven. The agenda was well thought out and the one-on-one time is what really sells any fund.”
– Portfolio Manager, undisclosed L/S Equity manager
“Thank you to you and your team for the great event. It was very well run and the meetings I had were high quality and well arranged.”
– Director, Herschel Capital