Partner Events

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Format: 2014-07-30

Winning in IRA Rollovers

Mon, 15/09/2014 (All day)

September 15-16, 2014​
8am – 12:00 noon EST
The Harvard Club of Boston

Attend the best meeting in the rollover market with leaders in the industry from Charles Schwab, Fidelity, E*Trade, TIAA-CREF, Great-West Financial, Voya Retirement Advisors, and the Capital Group for discussions on the prioritizing relationships in the market, strategies and tactics for engaging disparate population segments, optimal communications with plan sponsors, and behavioral economics and product and platform development.

Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer

7th Healthcare Deal Making Summit

Mon, 15/09/2014 (All day)

Join us at Nashville’s Leading Healthcare Deal Making event

The business of healthcare in the post-Affordable Care Act world is increasingly complex and a rapidly changing one. Driven to grow market share and diversify service offerings, the healthcare sector is experiencing increasing volumes of mergers and acquisitions, innovative joint ventures, and collaborative partnerships. As healthcare systems, service providers and physician practice groups jockey to take advantage of the opportunities, a plethora of business strategies and models of care are emerging.
 
But which of these strategies and models will enable your company to chart a course to success within the complex array of ACA-related laws, rules and regulations? Where are the best investment opportunities? What are the risks to successful deals? How to grow market share while avoiding antitrust hurdles? What will the successful healthcare companies of the future look like and will they be prepared for the next wave of change?

Family Office & Endowment Investment Forum

Mon, 15/09/2014 (All day)

This family office and endowment conference is Opal's premier event for high net worth individuals, family offices, and endowments. The Vancouver program is tailored to Canadian investors who have an interest in new and exciting investment opportunities world wide. Whether you are interested in learning more about real estate, real assets, or how to continue to build on existing wealth, this conference gives delegates the opportunity to learn and mingle with industry experts.

Research and Due Diligence for Wealth Management Platforms

Mon, 15/09/2014 (All day)

September 15-16, 2014
8am – 1:00pm EST
The Princeton Club of New York

Network with industry leaders in wealth management from wirehouses, regional and independent broker/dealers, RIA platforms, and consultancies. Profit from rarely shared perspectives on the current business priorities, advisor use of home office resources, innovative screening techniques, the rise of the consultants, and the challenges of offering alternative investments.

Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer

5th Annual Business Process Management and Technology Innovation Forum

Tue, 16/09/2014 (All day)

FSOkx’s 5th Annual Business Process Management and Technology Innovation Forum is a one-day conference being held at The Yale Club, NYC, that brings together thought-leaders in th

Establishing a ’40 Act Alternative Fund

Wed, 17/09/2014 (All day)

What’s especially unique about this program is the design. On day one - Successfully Operating a ‘40 Act Alternative Fund – take a deep dive into what it takes to efficiently run a fund in this space. On day two - ‘40 Act Alternative Fund Growth Strategies –explore the overall marketplace and how to distribute your fund through various lucrative channels. Attend day one, day two, or for optimum value and substance attend both days! 

Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer

Distress Debt Investing Summit

Thu, 18/09/2014 (All day)

Today, most distress debt and rescue lending opportunities are in Europe. Regulators are putting pressure on banks to sell their assets, and many businesses are facing capital structure issues and still de-leveraging after the financial crisis. As the volume of distress opportunities in the U.S. decrease, investors are focusing on the wealth of potential deals in Europe. Capital inflow is increasing in all geographies and product segments, both from established investors and new players.

20th Annual ABS East 2014

Sun, 21/09/2014 (All day)

The 2014 installment is one of the most important industry conferences focused on the securitization market, hosting a delegation of over 3,000 structured finance and securitization professionals, including more than 1,000 issuers and investors. 

ABS East 2014 will provide comprehensive coverage on the revival and strengthening of the US securitization market, along with what our markets should look like in the future, given the importance of securitization to the real economy.

20th Annual Alpha Hedge West

Sun, 21/09/2014 (All day)

Our West Coast program historically focused on emerging markets and macroeconomic themes, but this year we are excited to go further and delve deeper. 

Of special consideration will be hedge fund seeding, private equity, mainstreaming alternatives, the growth of the family office, and more. The agenda and content is developed in partnership with leading industry professionals who represent the best of the global investment community. 

With cutting-edge content and fresh perspectives from a Who's Who in the hedge fund space, we anticipate another top class conference experience for our stakeholders, with the strongest asset allocator-to-fund manager ratios the event has seen to date.

FundForum Middle East 2014

Sun, 21/09/2014 (All day)

FundForum Middle East is absolutely serious in its aim to connect investment managers and their clients in a way that is meaningful for both sides of the transaction.

Upcoming events

4 weeks 5 days from now - Hong Kong
4 weeks 5 days from now - Ulaanbaatar
4 weeks 6 days from now - Dublin
5 weeks 4 days from now - California
5 weeks 4 days from now - California

Upcoming training

Sun, 24/08/2014 (All day) - Dubai
Wed, 10/09/2014 (All day) - London
Mon, 29/09/2014 (All day) - London