Partner Events

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Format: 2014-09-22

6th Energy Trading Operations & Technology 2014 Summit

Tue, 07/10/2014 (All day)

The 6th Energy Trading Operations & Technology 2014 Summit will take place at the stunning Vinopolis in London on 7-8th October 2014. The platform, now established as a ‘must-attend’ forum for energy trading companies, will once again gather the major players within the energy trading sector to discuss industry changes and specific issues around process optimization, cost reduction and IT innovation, in line with the changing industry and your strategic needs.

Linedata Exchange New York

Tue, 07/10/2014 (All day)

Program Opens to Industry at 1:15 PM – starts for clients at 8:30 AM 
Convene Downtown New York,32 Old Slip New York, New York

What is Linedata Exchange New York? 
Linedata Exchange New York 2014 takes place at the newest Convene location situated in the heart of the Financial District, Convene 32 Old Slip.
Linedata Exchange offers the opportunity to discuss the future of our industry while offering access to leading industry experts, providing peer-to-peer exchange, interactive roundtables and face-to-face interaction during content-rich sessions and networking breaks.

The Real Estate Private Equity Forum on Land & Homebuilding (West)

Tue, 07/10/2014 (All day)

More than 325 senior colleagues from Homebuilders, Funds/Private Equity firms, Land Developers, Land Owners, Lenders, Property Management and from other service providers to the industry attended our inaugural Land & Homebuilding Private Equity Forum in Vegas last fall. We are excited to be back in Vegas for the great networking and to continue to explore the key industry issues.
Conference Highlights From Our 2013 Vegas Forum:
325+ attendees
85% of the attendees were senior level
20+ Top PE, Land Development, Home Builders, Econometric, Property Management & Legal Firms are Exhibitors/Sponsors
40+ C-level speakers from Funds, Homebuilders and Land developers 

Here are some topics we plan to address:
* As we Enter Year 5 in the Historic 7 Year Cycle, What are you Doing differently this Time Around?
* Demographics Trend or Long Term Change?
* How are you Positioning your Company to Attract the First-Time Homebuyer?
* 6 Markets, 60 Minutes: A Discussion of Major Markets
* Land & Lot Prices Where are they Going?
* Margins, Cash Flow & Leverage: What is your Profit Profile?
* How are you Growing and Diversifying your Business?
* Enter the Shark tank

Did you know that you can start networking in advance of the event? Click here to learn how.

We look forward to seeing you in Vegas!

GAIM Ops Ireland

Wed, 08/10/2014 (All day)

Europe's preeminent event for establishing best regulatory, risk and due diligence practices.

Trading Show New York 2014

Wed, 08/10/2014 (All day)

The Trading Show New York provides unparalleled opportunities to network and do business with top trading firms, quant funds, end investors, banks, brokers, and technology providers.

Shorex London Wealth Management Forum

Thu, 09/10/2014 (All day)

The Shorex Wealth Management Forum London is a unique networking platform for providers and distributors of financial products and solutions to International HNWIs.
The event is focusing on centres of emerging wealth by specifically inviting family offices, private bankers and fiduciaries from London and across Europe who jointly represent high net worth clients from countries such as Russia, Kazakhstan, Brazil, China, South Korea, UAE and India.
The programme comprises of a one-day exhibition and conference. The event is designed for the top industry advisors.

Conference themes:

  • Emerging Markets: Using ETFs in an Asset Allocation Strategy - HSBC
  • The Rise of "Smart Beta" - Making it Work in Your Portfolios - Panel Discussion – Lipper
  • Family Offices: Streamlining Asset Management Decisions with ETFs - Panel Discussion - Twenty20 Investments 


  • What do You Know About Gold? – Malca-Amit Precious Metals
  • Is Platinum the New Gold? 

Tax Planning & Residency Programmes 

  • Using Hong Kong companies in Wealth Management Structures Aimed at Business and Investment Activities in China - Cheuram Consulting Group
  • Global Non-Fiduciary Asset Protection – Pelagos
  • Immigration to the US by investment: The EB-5 programTax Residencies - Including Portugal, Malta, Luxembourg

Private Debt Investor Forum Asia

Wed, 15/10/2014 (All day)

Private debt is a fast growing asset class. As investors rush to exploit this opportunity, this event gives you the perfect opportunity to explore new strategies and discuss with leading investors their plans for 2014 and beyond. Key topics include:

Market Demand
Asian Lending Market: Who is Providing Finance?
The Impact on the Asian Market of Global Private Debt Funds
Mid-Market Lending: Role of Regional Funds & Mezzanine Providers
Fundraising: Understanding the Investor Appetite for Asian Private Debt 

Opal Exchange Monaco

Mon, 20/10/2014 (All day)

By using a sophisticated interface, Opal Exchange provides the platform to schedule private and purposeful meetings between Managers and like-minded Institutional and Private Wealth Investors. Opal Exchange creates an opportunity to develop connections with those who have similar investment goals.

Global Fund Distribution Asia

Tue, 21/10/2014 (All day)

Discover where the current flows are, which products are working and the distribution and compliance strategies that the top asset managers are successfully using at Global Fund Distribution Asia. This year’s topics include:

Asian Fund Flows

  • Investor demand in Asia
  • What needs to change to include China A-Shares in the MSCI Emerging Markets Index
  • Product Trends: Successful Pan-Asian Distribution Channels

Chinese Distribution

Mutual Recognition Scheme:

  • regulatory developments
  • outlining the scheme’s potential
  • distribution strategies within China & HK

Possibilities under RQFII
Hong Kong – Shanghai Stock Connect


  • Accessing Taiwanese Investors
  • Pan-Asian Regulatory Developments
  • What UCITS Means for Asian Distribution

Manager Perspectives & Strategies

  • Western Funds: Strategies to Access the Region
  • Chinese Funds: Looking Beyond their own Borders (MRS)
  • Options for Asset Raising in Europe
  • Smart Beta & ESG Strategies Clarified

Family Office Forum London

Tue, 21/10/2014 (All day)

The Family Office Forum London is the meeting of genuine* Family Offices based in England.
The Family Office Forum London, 21 – 22 October 2014 has a simple formula:

Upcoming events

1 day from now - London
3 days from now - Vienna
1 week from now - New York
1 week from now - New York

Upcoming training

Mon, 29/09/2014 (All day) - London
Thu, 02/10/2014 (All day) - London