Investor Event: Alternative Investing Forum Spring 2011
Date: Tuesday, 12th April, 2011
Venue: Harvard Club New York
The Alternative Investing Forum Spring 2011 successfully gathered key leaders from the alternative investment community in an asset allocation, institutional investor discussion and current sector opportunity event. 102 delegates attended the forum. There were 26 speakers and 9 moderators.
The investor firms and manager firm’s attendance ratio was approx. 1:1, which resulted in very effective business networking, see graph to the right. Representation from active family offices was particularly high, with 29% of the investors being from multi or single family investment offices.
The forum was attended by 102 delegates with the break-up illustrated in the graph to the right. 40% of the participants were end-investors, fund of funds or investment consultants, with about 35% of the delegates being alternative investment managers. 13% were service providers, and 12% media / others. 31 of the delegates, including media and others, had also attended one or more of Catalyst’s previous investor events, giving testament to satisfied, returning attendees.
A large variety of investors (41 delegates attending; 41 firms) attended the forum with the majority being from family offices and fund of funds/investment consultants. Investors included institutional family offices (29%), investor consultants (12%), fund of funds (27%), others (7%) and end-investors (25%). There were particularly many large family offices ($1bn-$10bn) that were looking for opportunities among new managers, and to learn about current investment trends, but notably also some large endowments and foundations.
Alternative Investment Managers
As previous investor forums, managers were mainly from successful, mid-sized funds (36 delegates attending; 26 firms) that sought to bring their funds to the next level. The Catalyst team put serious effort in identifying and inviting this category of investment managers. In particular, interest was strong from credit and distressed focused managers.
The agenda was focused on issues facing institutional investors and on current sector opportunities. To cross feed between investor and managers, both investor panels and manager panels were put in the morning and afternoon respectively.
Leading Speakers and Delegates:
Below are a number of the influential delegates that attended the forum:
Investment Analyst, Alternative Investment Group
Vice President, Avenue Capital Group
Hedge Fund Consultant, Ford Foundation
Senior Investment Partner, GenSpring Family Offices
Research Analyst, Kenmar
Sr. Portfolio Manager, Legg Mason Investment Counsel
Director, Public Markets, Lehigh University
Hedge Fund Analyst, Man Investments
Managing Director, PineBridge Investments
Alternatives Specialist, Schroder Investment Managing
Senior Product Specialist, Schroders NewFinance Capital
Controller, The Commonwealth Fund
Senior Vice President, Zurich Alternative Asset Management