Date: Thursday, 20th October, 2011
Venue: Omni Berkshire Place, New York
The Cap Intro: L/S Equity | Macro Alternative Investing gathered active investors and growing L/S equity and macro markets 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 9 managers, with a total of 65 introductions in meetings taking place during the course of the afternoon.
Eight of the 17 investors were fund of funds/investor consultants, five single/multi-family offices, and three were high net worth individuals and multi-managers. The size of the investors ranged from $100m to $6.5bn, with the average size $1.8bn.
Alternative Investment Managers
Five L/S equity, two macro and two market neutral managers attended. The size of the managers ranged from $8m to $900m, with the average size $159m. The average size of the showcased fund was $43m, as in most cases the funds showcased was a smaller fund from a larger multi-fund investment manager, or a number of funds in their respective fund portfolio. Strategies included L/S equity (focus European equities), equity market neutral (focus US equities and commodity futures), equity market neutral (focus liquid US equities), L/S equity (focus US consumer sectors), short equity (focus short bias, US equities), L/S equity (focus US retail & consumer sectors), L/S equity (focus commodity equities), EM Macro (focus emerging markets currencies, equities and debt), and Global Macro (focus global equities, currencies, commodities, sovereign bonds).
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 macro 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 | Macro Alternative Investing
Below are some reviews from delegates:
“That was a nice event on Thurs. You always do a good job.”
– President, C&S Advisors
“Thank you so much for inviting me to the conference on Thursday. I would love to be included in future conferences.”
– Research Assistant, Fund of Funds