NEWS

2024 Events Announced

July 2023

Catalyst Financial Partners is happy to announce the next 12 months of events.

Events will be dedicated to different asset classes, with a focus on hedge funds (liquid and semi-liquid assets), private equity, and real estate, respectively.  Some cross-over might occur depending on the character of individual funds.

Fund raising is a function of asset class and strategy focus, but also on the availability of investors and the fund raising cycle of managers. By offering a somewhat ‘larger tent’, with more events fitting prospective participants, Catalyst aims to accommodate investors and managers better.

All events are hosted in New York City.

Catalyst Cap Intro Events Industry Comparison

April 2023

The Original Cap Intro Event, 10+ years on

December 2021

The Original and Best?

Similar to Kellogg’s Corn Flakes, our product was arguably an original in the marketplace. We spawned the structured ‘Cap Intro Event’ concept in 2010, on the back of our industry conferences.

To our minds, for the first time in the alternative investing industry, delegates would arrive to an event knowing not only who was speaking, but also who was interested in them and receiving a schedule of pre-set meetings with same. This was pretty powerful compared to earlier when ‘walking the floor’ was your shot at meeting new potential business partners, and nowadays, as a testament to the idea, the cap intro events concept has been widely adopted in the industry.

Throughout the years we have added more flavors with increased event specialization, follow-up feed-back reporting, award recognitions, investor qualification processes, online participant event management tools, 3PM services, and lately virtual and hybrid events, but the focus on bringing potential investment partners together for pre-scheduled introductions in a highly structured event format remains the same.

Catalyst Financial Partners has now produced over 100 cap intro events, and has established itself as one of the leading, specialized and independent cap intro providers.

Update on Event Formats

August 2021

Catalyst Financial Partners has successfully conducted virtual cap intro events since September 2020. Following current health guidelines we aim to return to an in-person event format in the fall of 2021. This means we will be following the ‘Key to NYC’ policies whereby participants need to show proof of Covid-19 vaccination before accessing the event premises. As the health environment remains in flux and geographically fragmented, our events may be changing event formats with a fairly short notice (min of 10 days). We refer participants and potential participants to our event terms on our registration site.

We are taking steps to arrange our in-person events with lots of room for guests and access to some out-door space. Fundamentally, all our events are small and exclusive, with only about 30 participants each, which make for a controlled and healthy environment. In addition, the events are hosted in New York City, likely limiting the need for long-haul transportation for many of our participants.

We also acknowledge the varying health sentiments and occasionally also the practical benefits of a virtual format with some participants. We are monitoring these developments and may offer hybrid access to our events on demand.

Survey of Allocators’ Investment Trends 2021

April 2021

Carl Berg, founder of Catalyst Financial Partners, and Susan Weerts, a Research Analyst, publish the report “Survey of Allocators’ Investment Trends 2021”.

View the full report in pdf or as a flipbook below.

Some of the main findings are:

• The characteristics and record performance of hedge funds in 2020 have helped its reputation as producer of alpha.
• To avoid being overexposed to US equity market from recent rallies and highs, investors seem to seek diversification in Emerging Markets.
• Investors highest priority is getting Meaningful Performance.
• Investors seem to shift away from Credit & Fixed Income strategies as well as Commodity & Energy strategies.
• Investors continue their affinity to Private Equity.
• ETFs/Mutual Funds lost their luster in today’s environment, while being a top consideration in 2020 when liquidity was highly prized in a more volatile market.

The survey also asked some questions regarding virtual vis-à-vis in-person events:

• During the last year, investors think virtual events have been a mixed bag.
• The majority thinks they will start attending in-person events again in the early fall period.

Catalyst Survey April 2021 Flip Book

 

Catalyst Virtual Events

August 2020

Starting from fall of 2020, Catalyst Financial Partners will also offer virtual events:

Catalyst’s virtual events retain the same successful format and approach as its on-site events. A virtual event – as an on-site event – will include a main presentation session, followed by private meetings, and conclude with a general networking session, all conducted via an online video platform.

The essence of any type of Catalyst Cap Intro Event is pre-scheduled meetings with pre-qualified participants focusing on a particular investment sector or asset class. Both on-site and virtual events accomplish that well.

New for all event types is that all participants will receive their agendas, delegate details and meeting schedules delivered via a dedicated, online Catalyst Event Portal.

Furthermore, the different event types will be convertible and interchangeable, and Catalyst may also add hybrid events, as the health situation across the world looks to be geographically fragmented in the near to mid future.

Launch of COIN – the Catalyst Online Investor Network

June 2020

Catalyst Financial Partners’ sister organisation Catalyst Fund Advisors has launched COIN – the Catalyst Online Investor Network:

COIN is an online capital introduction platform for qualified investors who focus on alternative investing. The platform will feature ‘COIN Funds’, which are hand-picked, small to mid-sized, alpha focused investment managers. Investors will be able to be directly introduced to any of the COIN Funds through the platform.

Says Carl Berg, the manager of COIN:
“COIN fills a need in our suite of capital raising services whereby some exceptional funds can get constant exposure to investors by being showcased online, alongside and in addition to our in-person Catalyst Cap Intro Events and our more hands on 3PM services. The COIN Funds are selected to be truly alpha-focused and differentiated managers, and consist of funds which are typically hard to discover. In that sense COIN is designed to assist in investors’ manager research efforts.

It’s also telling what COIN is not; it’s not a database, not a long list of random managers where you play around with data, and not a pay-per-click advertising board. The model is a brokerage solution, wherein our interests are aligned with the investors, as well as the managers. We aim to only feature about a dozen or so COIN Funds, making each featured fund very important. We want investors to look at the group of COIN Funds and say ‘Wow, some great stats and strategies here, I want to learn more’.”

In addition, investors that want to attend Catalyst Cap Intro Events need to be members of COIN, in order to qualify and gain admission.

Check out COIN here.

 

Survey of Allocators’ Investment Trends Post COVID 2020

June 2020

Carl Berg, founder of Catalyst Financial Partners, and Susan Weerts, a Research Analyst, publish the report “Survey of Allocators’ Investment Trends Post COVID 2020”.

See the full report here.

 

Below are some of the main points:

Many fund managers have demonstrated their ability to provide risk-adjusted returns during the market turmoil, i.e. adding alpha, and reignited investors’ interest in the alternative investing space.

For the moment, hedge funds enjoy being the most appealing investment opportunity. That is a first since we started publish our surveys in 2013.

There is a surge of interest in Credit and Fixed Income strategies, signaling that investors want to take advantage of undervalued asset prices and cheap credit in a Post-Covid era.

On the back end, investment destinations that are perceived riskier, like Emerging Markets and to a degree also Macro strategies, have fallen in investor interest.

Similar to the crisis in 2008/09, liquidity is king. There is a high degree of uncertainty of how the next quarters will develop (V-shaped, U-recovery, W-shaped or L-shaped recovery?).

Long lock-up strategies like Private Equity are out of favor while highly liquid products like ETFs are in.

Holding cash outright seems to be a sub-optimal solution, especially given the increasing risk of a deflationary environment.

Portfolio characteristics such as non-correlation is key – and investors seem open to look at new manager talent.

 

Best NYC Real Estate Events

November 2019

We’re happy for a bit of mentioning among the best Real Estate events in New York, as published by Metro Manhattan Office Space. See the article here.

Survey of Allocators’ Investment Trends 2019

March 2019

Carl Berg, founder of Catalyst Financial Partners, and Susan Weerts, a Research Analyst, publish the report “Survey of Allocators’ Investment Trends 2019”.

See the report here.

Below are some of the main points:

Investors seem to be having both a risk-on and risk-off attitude going into 2019, in a two-pronged approach. At the core portfolio level, investors aim to reduce their idiosyncratic risk by increasing exposures to general markets. However, at the tactical level, they are willing to increase risk by increasing holdings of ‘true’ alternatives in pursuit of alpha. These often include illiquid assets, niche markets and strategies, and managers that focus on assets with a higher degree of market inefficiency.

Strategies with low market correlation continue to attract the most attention from investors. Event-driven strategies see the biggest jump in investors’ interest.

Investors seem to be increasingly drawn to technology innovation as being the basis of an investment strategy. Advanced computing power, new methods in data mining, Big Data, and machine learning are enabling managers to use new quantitative methods to more effectively and quickly exploit mispricing in the market.

Investors are also increasingly moving to private equity in pursuit of alpha, and a long lock-up is less of an issue compared to a few years ago.

Wealth & Finance Award 2018 to Catalyst

December 2018

Catalyst Financial Partners was awarded a Finance Award 2018 in the category ‘Best Alternative Asset Investment Facilitator 2018 – USA’.

See the award here.

Survey of Allocators Investment Trends 2018

March 2018

Carl Berg, founder of Catalyst Financial Partners, and Susan Weerts, a Research Analyst, publish the report “Survey of Allocators’ Investment Trends 2018”.

See the survey here.

Below are some of the main points:

While the appetite of investing in alternative funds remains strong in 2018, investors in the survey are showing a more selective approach towards alternative investments. Investors only intend to put money into those funds that are deemed to be the exactly the right fit.

Across strategies, investors continue to favor low-correlation funds. Their top preferences are Quant & CTAs and L/S Equity strategies. In addition, the interest in Commodities & Energy strategies has soared.

Emerging Markets was out of flavor a couple of years ago, but investors are redeploying into the space. The interest in Mortgage related funds is extremely low.

Across the asset classes, the main trends are an increase in ETFs & Mutual funds and a deterioration in the interest in Real Estate funds. The interest in Direct Investments remains very high.

AUM size has dropped in significance as a criterion, while Long track-record remains important.

Investors think that the market correction in early 2018 is a wake-up call that the period of low volatility is over and the need for actively managed funds is more acute.

Wealth & Finance Award to Catalyst

January 2018

Catalyst Financial Partners was awarded a Finance Award 2017 in the category ‘Specialist Events Producer Hedge Funds – USA’.

See the award here.

Catalyst White Paper: Insights in Capital Raising for Private Funds

September 2017

Please find the full paper here

Carl Berg, the Founder of Catalyst Financial Partners, shares some of his firm’s insights in the fund capital raising business. This paper is aimed at the new or more established managers alike, and elaborates on the following topics:

• So, What is the First Thing to Consider in Capital Raising?

• Is There a Road Map to Successful Capital Raising?

• The Sweat Equity

• The Tools and Science of Marketing a Fund

• What About Performance?

• The Private Fund Capital Raising Laundry List

Please find the full paper here

Preqin Hedge Fund Q2 Report

August 2017

Preqin Hedge Fund Q2 Report August 2017
We are happy to share our Media Partner Preqin’s recent report spotlights covering the Hedge Fund strategies:

The Prequin Hedge Fund Quarterly Update Q2 2017 includes:
• Q2 2017 Winners and Losers
• Performance Update
• Top Performing Funds
• Performance Benchmarks
• Largest Fund Managers
• Fund Searches

Preqin Hedge Fund Q1 Report

May 2017

We are happy to share our Media Partner Preqin’s recent report spotlights covering the Hedge Fund strategies:

The Prequin Hedge Fund Quarterly Update Q1 2017 includes:
• Q1 2017 Winners and Losers
• Performance
• Top Performing Funds
• Performance Benchmarks
• Largest Fund Managers

Preqin Real Estate, VC & Private Equity, and Hedge Fund 2017 Report Spotlights

February 2017

We are happy to share our Media Partner Preqin’s recent report spotlights covering the Real Estate, VC & Private Equity, and Hedge Fund industries:

The Real Estate Spotlight 2017 includes:
• 2016 in numbers
• Funds in market
• Fund manager views
• Deal flow
• Insight from Barings Real Estate Advisers
• The outlook for 2017

The VC and Private Equity Spotlight 2017 includes:
• First-Time Fund Managers
• Performance Benchmarks
• Investor Appetite
• Venture Capital Deals
• Largest Buyout Deals and Exits

The Hedge Fund Spotlight 2017 includes:
• Predictions for 2017
• Consistent Top Performing Funds
• News
• Latest Trends and Statistics

Survey of Allocators’ Investment Trends 2017

February 2017

Carl Berg, founder of Catalyst Financial Partners, and Susan Weerts, a Research Analyst, publish the report “Survey of Allocators’ Investment Trends 2017”.

See the survey here.

Below are some of the main points:

For 2017, sophisticated investors’ enthusiasm in the alternative investing space remains fairly high, but mixed, with one-third considering to allocate at this moment. Hedge funds are suffering from low average returns, with Private Equity and Real Estate funds faring better. For Hedge funds, the top investment choices are L/S Equity, Quant & CTAs, Emerging Markets, followed by Credit & Fixed Income. Emerging Markets is the sector that seen the most improvement in investor sentiment. Investors prefer funds with a long track-record, in order to identify the most appropriate portfolio manager.
Direct investments are getting a lot of attention as they potentially provide high alpha returns resulting from high barriers-to-entry situations and without intermediary fees.

Alternative fund managers are also facing tough competition from exposure and smart beta products such as ETFs and mutual funds, especially since the broader markets have enjoyed some ‘Trumpflation’.

Investors have been taking advantage of the improving commercial real estate market which has been supported by the economic recovery and low vacancy rates. As the market seems to be getting extended, the marginal rate of return will likely start to drop. This should lead investors to turn to specialty markets, such as health-care-related and light industry – which is the most sought after Real Estate sector in 2017 – to try to capture excess returns.

Events announced for 2017

January 2017

Catalyst Financial Partners is planning to host ten events in 2017. Apart from its core group of L/S Equity and Credit events, new to the staple is an event on Fintech Multi-fund offerings, reflecting the growth in that space. Real Estate is also being boosted with two main events, while Emerging Markets only is devoted one event.

The need for a specialist cap intro events producer continues unabated, and Catalyst Financial Partners is pleased to be a long term provider of successful business introductions.

Survey of Allocators’ Investment Trends 2016

February 2016

Carl Berg, founder of Catalyst Financial Partners, and Susan Weerts, a Research Analyst, publish the report “Survey of Allocators’ Investment Trends 2016”.

Allocation appetite among investors is mixed while it seems to be the case that current and forecasted volatility in 2016 may increase the appeal of hedge funds.

In 2016, investors are more selective towards hedge funds and skepticism exists. About 50% say they will see how the year develops or are only allocating if they find an appropriate manager. Departing from earlier years, some investors now even dismiss hedge funds based on being disappointed by the industry.

The top strategy preference is L/S Equity strategies while Macro strategies have become favorable compared to earlier years. Quant & CTAs record a huge increase in appeal.

See the survey here.

Canada-Israel Private Equity and Venture Fund Conference

October 2015

• Catalyst Financial Partners was pleased to co-host the Canada PE/VC Fund Conference together with the Consulate General of Canada and The Israel Economic Mission in New York on the 29th of October in New York.

The conference drew over 40 LPs and 20 LP with about 100 delegates in total. The Canadian and Israeili VC and PE industries are two of the most dynamic in the world, fueling and developing immensely successful, world leading companies across diverse sectors.

See the event website here.

Survey of Allocators’ Investment Trends

September 2015

• Carl Berg, founder of Catalyst Financial Partners, and Susan Weerts, a contributing writer to Seekingalpha.com, publish the report “Survey of Allocators’ Investment Trends“. View the report here.

In summary, in 2013 an allocator is ready and willing to invest with an institutional quality hedge fund if it is providing portfolio benefits, decent – but not necessarily top – performance, at attractive fee levels and terms.

If these criteria are not fulfilled allocators may look at substitutes, notably Private Equity, ETFs and mutual funds, or Direct investments.

Going into 2013, within the hedge fund space, L/S Equity looks like the preferred allocation destination, followed by Emerging Markets and Credit & Fixed Income. This signals a return to more risky assets as Emerging Markets have particularly been out of favor the last 12-15 months.

Cap Intro: Emerging Markets | Energy Alternative Investing

January 1970

• Catalyst Financial Partners organized the event Cap Intro: Emerging Markets | Energy Alternative Investing on the 22nd of June 2015 at the Capital Grille – Wall Street, New York.

Cap Intro: Credit | Fixed Income Alternative Investing

January 1970

• Catalyst Financial Partners organized the event Cap Intro: Credit | Fixed Income Alternative Investing on the 20th of April at the Capital Grille – Wall Street, New York.

Launch of ‘Catalyst Investor Network’

January 1970

• Catalyst Financial Partners launched its Investor Network, which is an online portal that helps to qualify allocators for the company’s cap intro events and other activities. An investor is asked to go through a questionnaire to determine their regulatory and investing profile, as well as current mandates.

Cap Intro: L/S Equity | Quant Alternative Investing

January 1970

• Catalyst Financial Partners organized the event Cap Intro: L/S Equity | Quant Alternative Investing on the 23rd of February 2015 at the Capital Grille – Wall Street, New York.

Survey of Allocators’ Investment Trends

January 1970

• Carl Berg, founder of Catalyst Financial Partners, and Susan Weerts, a contributing writer to Seekingalpha.com, publish the report “Survey of Allocators’ Investment Trends 2015”.

View the report here.

“Allocation appetite among investors remains strong and largely unaffected by high profile exits of some pension funds and lackluster industry performance in 2014.

In 2015, investors will likely pay more attention to fund performance than portfolio characteristics. High fees and unfriendly investor terms keep allocators at bay. However, hedge funds appear to have become more ‘investor friendly’ in 2014.

The top preference in the hedge fund space continues to be L/S Equity strategies. For 2015, we are expecting a huge hike in interest in Commodities and Energy strategies, likely as investors see favorable price entry points as well as distressed debt opportunities in oil-related companies.

Emerging Markets continue to lose their appeal in 2015. This is not surprising given the global sentiment with slowing growth in China, Russia, Brazil and the likely interest rate hike in the US. The bright spots would include Africa, Mexico and India.

Private Equity remains the most attractive investment substitute to hedge funds, and there is significantly increased interest in Real Estate funds”

Winner of 2014 International Finance Awards

January 1970

• Catalyst Financial Partners wins an International Finance Awards 2014 and becomes “Best In Alternative Investing Investor Events – New York”.

The official winners list of Wealth & Finance International’s Finance Awards 2014 can be viewed here.

Cap Intro: Emerging Markets | Macro Alternative Investing

January 1970

• Catalyst Financial Partners organized the event Cap Intro: Emerging Markets | Macro Alternative Investing on the 8th of December 2014 at the Sparks – Midtown, New York.

Cap Intro: Credit | Fixed Income Alternative Investing

January 1970

• Catalyst Financial Partners organized the event Cap Intro: Credit | Fixed Income Alternative Investing on the 23th of October 2014 at the Capital Grille – Wall Street, New York.

Cap Intro: L/S Equity | Event Driven Investing

January 1970

• Catalyst Financial Partners organized the event Cap Intro: L/S Equity | Event Driven Investing on the 22nd of September 2014 at the Capital Grille – Wall Street, New York.

Cap Intro: Emering Markets Alternative Investing

January 1970

• Catalyst Financial Partners organized the event Cap Intro: Emering Markets Alternative Investing on the 23th of June 2014 at the Capital Grille – Wall Street, New York.

Cap Intro: Private Equity Fund Investing

January 1970

• Catalyst Financial Partners organized the event Cap Intro: Private Equity Fund Investing on the 19th of May 2014 at the Capital Grille – Wall Street, New York.

Winner of 2014 International Fund Award

January 1970

• Catalyst Financial Partners wins an International Fund Award 2014 and becomes “Most Outstanding Specialist Investor Events Firm of the Year – USA”.
The official winners list of Acquisition International’s Fund Awards 2014 can be viewed here.

Cap Intro: Credit | Fixed Income Alternative Investing

January 1970

• Catalyst Financial Partners organized the event Cap Intro: Credit | Fixed Income Alternative Investing on the 7th of April 2014 at the Capital Grille – Wall Street, New York.

Canadian Hedge Watch Hedge Fund Industry Outlook Volume 14 Issue 3 – April 2014

January 1970

• Canadian Hedge Watch published Catalyst’s Survey of Allocators’ Investment Trends and used it as a benchmark in Hedge Fund Industry Outlook Volume 14 Issue 3. The issue can be viewed here.

Cap Intro: L/S Equity | Quant Alternative Investing

January 1970

• Catalyst Financial Partners organized the event Cap Intro: L/S Equity | Quant Alternative Investing on the 24th of February 2014 at the Capital Grille – Wall Street, New York.

Canadian Hedge Watch Hedge Fund Industry Outlook Volume 14 Issue 2 – February 2014

January 1970

• Canadian Hedge Watch published Catalyst’s Survey of Allocators’ Investment Trends and used it as a benchmark in Hedge Fund Industry Outlook Volume 14 Issue 2. The issue can be viewed here.

Winner of 2014 International Hedge Fund Award

January 1970

• Catalyst Financial Partners wins, for the second consecutive year, an International Hedge Fund Award 2014 and becomes “Specialist Investor Events Firm of the Year – Hedge Funds”.
The official winners list of Acquisition International’s Hedge Funds Awards 2014 can be viewed here. And here is the press release.

Survey of Allocators’ Investment Trends

January 1970

• Carl Berg, founder of Catalyst Financial Partners, and Susan Weerts, a contributing writer to Seekingalpha.com, publish the report “Survey of Allocators’ Investment Trends“.

View the report here.

“In 2014, investors continue as last year to pay more attention to a fund’s portfolio characteristics than performance. This will allow them to discern inherited risks and systemic ambiguities. This also explains why strategies that are run in a non-discretionary fashion seem to be, as a general observation, more attractive than discretionary.

Cap Intro: Emerging Markets | Macro Alternative Investing

January 1970

• Catalyst Financial Partners organized the event Cap Intro: Emerging Markets | Macro Alternative Investing on the 9th of December 2013 at the Capital Grille – Wall Street, New York.

Winner of 2013 International Finance Award

January 1970

• Catalyst Financial Partners won 2013 International Finance Award “Specialist Investor Events Firm of the Year – USA”.

Acquisition International Magazine: The awards recognise the outstanding achievements of individuals and companies within the finance sector, encompassing everything from insurance brokers and specialist IT providers to advisers on subjects ranging from equities to renewable energy. AI’s Finance Awards identify and honour success, innovation and ethics across international business communities.

AI prides itself on the validity of its awards and its winners. The awards are given solely on merit and are awarded to commend those most deserving for outstanding work over the last 12 months. Our awards recognise leaders in their respective fields and, crucially, are nominated by their clients and their peers.

The official winners list of Acquisition International’s Finance Awards 2013 can be viewed here.

Cap Intro: Credit | Fixed Income Alternative Investing

January 1970

• Catalyst Financial Partners organized the Cap Intro: Credit | Fixed Income Alternative Investing on the 28th of October 2013 at the Capital Grille – Wall Street, New York.

Cap Intro: L/S Equity | Event Driven Alternative Investing

January 1970

• Catalyst Financial Partners organized the Cap Intro: L/S Equity | Event Driven Alternative Investing on the 23rd of September 2013 at the Capital Grille – Wall Street, New York.

Five Year Anniversary – Catalyst Financial Partners

January 1970

• Catalyst Financial Partners celebrates its fifth anniversary in business. Carl Berg comments:

“We are pretty ecstatic to celebrate our fifth anniversary in business! What we have accomplished – I think – is one of the most focused, effective and tailor-made ways for private investment funds and allocators to engage with each other. In the abyss of databases, massive conferences, and distribution efforts that exist in the investing industry, we have found one thing in particular: nothing beats pre-selected, delegate driven, high quality personal meetings as the most effective way to facilitate discussions between managers and allocators.

Moreover, the fact is that I think we have estabilshed ourselves as one of the leading, independent, specialists in the private funds space. In an industry where the average time span of a business is infamously short, having proven its model for five, pretty challenging, years says something about client value, reputation, and simply running a business effectively. We look forward working with our clients to growth their businesses and evolving our offerings through different business environments”

‘Catalyst Cap Intro Award’ – Cap Intro: Emerging Markets

January 1970

• Catalyst Financial Partners will announce the winner of ‘Catalyst Cap Intro Award’ for Cap Intro: Emerging Markets Alternative Investing, 24th June 2013, New York City event.
Catalyst Cap Intro Award
Event: Cap Intro: Emerging Markets Alternative Investing
Date: 24th June 2013
Winner: Perfin Investimentos
Fund strategy: L/S Equity, Brazil focus
• The Catalyst Cap Intro Award is given out to the best manager at each our Catalyst’s events based on the preferences of the participating investors, from their experiences at the in-depth private meetings with the managers. Typically, there is consensus among investors which manager that stands out among its peer group, and Catalyst would like to highlight this manager among the participants.
This award is given out by Catalyst Financial Partners, a producer of specialist investor events.

Cap Intro: Emerging Markets Alternative Investing

January 1970

• Catalyst Financial Partners organized the Cap Intro: Emerging Markets Alternative Investing on the 24th of June 2013 at the Capital Grille – Wall Street, New York.

‘Catalyst Cap Intro Award’ – Cap Intro: L/S Equity | Quant

January 1970

• Catalyst Financial Partners announced NVAM Criteria Investment Partners as the winner of ‘Catalyst Cap Intro Award’ for Cap Intro: L/S Equity | Quant Alternative Investing, 22nd of April 2013, New York City event.
Catalyst Cap Intro Award
Event: Cap Intro: L/S Equity | Quant Alternative Investing
Date: April 22nd, 2013
Winner: NVAM Criteria Investment Partners
Fund strategy focus: L/S Equity, Directional Strategies Overlay
• The Catalyst Cap Intro Award is given out to the best manager at each our Catalyst’s events based on the preferences of the participating investors, from their experiences at the in-depth private meetings with the managers. Typically, there is consensus among investors which manager that stands out among its peer group, and Catalyst would like to highlight this manager among the participants.
This award is given out by Catalyst Financial Partners, a producer of specialist investor events.

Cap Intro: L/S Equity | Quant Alternative Investing

January 1970

• Catalyst Financial Partners organized the Cap Intro: L/S Equity | Quant Alternative Investing on the 22nd of April at the Capital Grille – Wall Street, New York.

‘Catalyst Cap Intro Award’ – Cap Intro: Credit | Fixed Income

January 1970

• Catalyst Financial Partners announced UCM Partners, MIDAS Fund as the winner of ‘Catalyst Cap Intro Award’ for Cap Intro: Credit | Fixed Income Alternative Investing, 25th of February 2013, New York event.
Catalyst Cap Intro Award
Event: Cap Intro: Credit | Fixed Income Alternative Investing
Date: February 25th, 2013
Winner: UCM Partners, MIDAS Fund
Fund strategy focus: Structured credit mortgage securities
• The Catalyst Cap Intro Award is given out to the best manager at each our Catalyst’s events based on the preferences of the participating investors, from their experiences at the in-depth private meetings with the managers. Typically, there is consensus among investors which manager that stands out among its peer group, and Catalyst would like to highlight this manager among the participants.
This award is given out by Catalyst Financial Partners, a producer of specialist investor events.

Canadian Hedge Watch Hedge Fund Industry Outlook Volume 13 Issue 2 – February 2013

January 1970

• Canadian Hedge Watch published Catalyst’s Survey of Allocators’ Investment Trends and used it as a benchmark in Hedge Fund Industry Outlook Volume 13 Issue 2. The issue can be viewed here.

Winner of 2013 International Hedge Fund Award

January 1970

• Catalyst Financial Partners won 2013 International Hedge Fund Award “Specialist Investor Events Firm of the Year – Hedge Funds”.
The official winners list of Acquisition International’s Hedge Funds Awards 2013 can be viewed here.

All Cash, No Splash – DuJour

January 1970

• Carl Berg, founder of Catalyst Financial Partners, interviewed by Nancy Miller for the news magazine ‘DuJour’. View the article here.

Catalyst is pleased to offer loyalty discount to returning clients:

January 1970

Purchase two Catalyst Cap Intro events – get 50% off the second!
• Mention this loyalty discount when contacting us.
• General terms:
– Payment of both events upfront and simultaneously
– Face value pricing of the second event will be the same as the first
– Attendance at the second event within 12 months of purchase
– No refunds of second event
– Offer can not be combined with other discounts or special offers
– Further terms available on request

Cap Intro: Emerging Markets | Commodities Alternative Investing

January 1970

• Catalyst Financial Partners organized the Cap Intro: Emerging Markets | Commodities Alternative Investing on the 3rd of December at the Capital Grille – Wall Street, New York.

Cap Intro: L/S Equity | Event Driven Alternative Investing

January 1970

• Catalyst Financial Partners organized the Cap Intro: L/S Equity | Event Driven Alternative Investing on the 22nd of October at the Capital Grille – Wall Street, New York.

Cap Intro: Emerging Markets | Macro Alternative Investing

January 1970

• Catalyst Financial Partners organized the Cap Intro: Emerging Markets | Macro Alternative Investing on the 25th of June at the Capital Grille – Wall Street, New York.

Alternative Investing Evening Mixer

January 1970

• Catalyst Financial Partners organized the Alternative Investing Evening Mixer on the 23rd of April at the Harvard Club NY with over 90 attendees.

Cap Intro: Emerging Markets Alternative Investing

January 1970

• Catalyst Financial Partners organized the Cap Intro: Emerging Markets Alternative Investing on the 23rd of April at the Harvard Club NY with 29 attendees.

Cap Intro: L/S Equity | Quant Alternative Investing

January 1970

• Catalyst Financial Partners organized the Cap Intro: L/S Equity | Quant Alternative Investing on the 27th of February at the Capital Grille – Wall Street, New York.

Cap Intro: Emerging Markets Alternative Investing

January 1970

• Catalyst Financial Partners organized the Cap Intro: Emerging Markets Alternative Investing on the 12th of December at the Capital Grille – Wall Street, New York.

Traders Network Radio Show

January 1970

• Carl Berg from Catalyst Financial Partners gives his views on the current market and allocation trends in the radio show ‘Traders Network’ hosted by Michael Yorba. It aired on the 18th November. Listen to the replay here.

Cap Intro: Macro | L/S Equity Alternative Investing

January 1970

• Catalyst Financial Partners organized the Cap Intro: Macro | L/S Equity Alternative Investing on the 20th of October at the Omni Berkshire Place, New York.

Advisory Board Meeting

January 1970

• Catalyst Financial Partners holds its inaugural Advisory Board meeting, see here for its members.

Cap Intro: Commodities | Emerging Markets Alternative Investing

January 1970

• Catalyst Financial Partners organized the Cap Intro: Commodities | Emerging Markets Alternative Investing on the 20th of June at the Omni Berkshire Place, New York.

Alternative Investing Forum Spring 2011

January 1970

• Catalyst Financial Partners organized the Alternative Investing Forum Spring 2011 on the 12th of April at the Harvard Club NY with 102 attendees.

Cap Intro: L/S Equity | Deep Value Investing

January 1970

• Catalyst Financial Partners organized the Cap Intro: L/S Equity | Deep Value Investing on the 28th of February at the Harvard Club NY with 23 attendees. Read reviews here.

Cap Intro: Emerging Markets Alternative Investing

January 1970

• Catalyst Financial Partners organized the Cap Intro: Emerging Markets Alternative Investing on the 13th of December at the Harvard Club NY with 28 attendees. Read reviews here.

Asset Allocation Forum in Alternatives 2010

January 1970

• Catalyst Financial Partners organized the Asset Allocation Forum in Alternatives 2010 on the 18th of October at the Harvard Club NY with 105 attendees. Read reviews here.

Cap Intro: L/S Equity | Credit / Distressed Debt

January 1970

• Catalyst Financial Partners organized the Cap Intro: L/S Equity | Credit / Distressed Debt on the 27th of September at the Harvard Club NY with 22 attendees.

Cap Intro: Macro | Emerging Markets Alternative Investing

January 1970

Catalyst Financial Partners organized the Cap Intro: Macro | Emerging Markets Alternative Investing on the 1st of July at the Harvard Club NY with 25 attendees. Read reviews here.

A View from Both Sides: the Latest Trends in Capital Raising

January 1970

Catalyst Financial Partners and Susan Weerts at Seekingalpha publish the report “A View from Both Sides: the Latest Trends in Capital Raising“.

The report is based on a survey and interviews with participants at the Alternative Investing Forum Spring 2010. Please find the report here. Some of the main conclusions are below:

– High Absolute Returns is the top reason investors allocate to hedge funds, and the primary criteria in selecting a hedge fund

– The current preferred strategy among investors is equity-related strategies

– In Manager Selection processes, investors rank Firm’s Stewardship last while for a fund manager it is at the top of the list

– More weight on risk management by investors than managers

– Traditional hedge fund clients are still the major sources of capital for small/mid-size hedge funds

– Pension Funds will be the driving force behind the future growth of hedge fund industry

– Investors think “Institutionalization of hedge funds” can boost investors’ confidence in the industry

– Investors are neutral on whether a new set of government regulations will increase their likelihood of investing in hedge funds in the near future

– Lack of access to appropriate capital distribution channel, rather than lack of attractive products, is credited as the top obstacle in raising capital by hedge fund managers