Reviews & Statistics – Asset Allocation Forum 2008

Investor Event: Asset Allocation Forum 2008
Date: Monday, 10th November, 2008
Venue: Harvard Club New York


The forum was attended by over 100 delegates with a third of the participants being end-investors or fund of funds, with about 50% of the delegates being alternative investment managers. 11% were service providers, and 9% media / others.


The vast majority (89%) of the delegates were investment professionals or related, and a very small portion being service providers. This fact was much appreciated as service providers had a high degree of exclusivity, while setting investment professionals at the focus of the forum.


A large variety of end-investors attended the forum with the majority being from pension funds, corporate pension funds, and HNW individuals. There were representatives from large family offices, foundations and university endowments. There were also some asset allocation advisors attending with typically exclusive end-investor investment management mandates in place.


Alternative Investment ManagersThere was a special focus on growing, successful and mid-market managers (48 attending) that sought to bring their funds to the next level. The average AUM of the funds was $191m, with the smallest at $13 million and the largest at $1.5 billion.


Some feed-back from delegates at the Asset Allocation Forum 2008:


“We enjoyed our experience and believe you offered value to KRFS and all of your forum attendees..this event exceeded our expectations”
Kaufman Rossin Fund



“Great conference, and I was glad to be part of it on the panel. Will gladly participate again going forward”
Harcourt Alternative Investments


“Thank you for organizing this very interesting and useful event. I’m already in contact with different people I met at the event.”
Montcalm Partners (family office)


“You pulled together a great event!  I hope our paths cross again.”
Dougan & Associates (family office)


“Thanks again for organizing such a great event”
Royal Bank of Canada Capital Markets


“Thanks. I enjoyed it. Hope to see you again sometime.”
Columbus Circle Investors


“Thank you for organizing a great forum and inviting PMA to participate.  It was very nice to meet everybody there.”


“I wanted to thank you again for the event. It was really nice, and I learned a lot!”
Ounavarra Capital LLC


“Your event seemed to be successful in terms of sponsorship, attendance and the quality of the presenters. You are to be congratulated.”
Ore Hill Partners


Media Partners