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Format: 2014-10-31

The 10th Annual Western Non-Traded REIT & Retail Alternative Investment Symposium

Wed, 03/12/2014 (All day)


 In light of significant regulatory and market developments, we are proud to announce a new title - and expanded focus - for our Non-Traded REIT event series: IMN's 10th Annual Western Non-Traded REIT & Retail Alternative Investment Symposium, December 3-4, 2014, Dana Point, CA. Due to popular demand and the tremendous success of our New York June symposium, additional areas of focus now include: Non-Traded BDCs; Regulation D Offerings/Private Placements; '40 Act Interval Funds; Regulation A+ Offerings; and Oil & Gas investments.

December 2014 sessions include:

  • Adapting to FINRA RN 14-06: Sponsor and Broker/Dealer Perspectives
  • The Traditional IBD Network Vs. Crowdfunding Under Reg D 506c Vs. Reg A+: Comparing & Contrasting Alternative Ways to Raise Capital for Product Sponsors
  • The Anatomy of a Roll-Up Going From Your First Offering to a Listing on the NYSE
  • Non-Traded REIT CEO/President Panel: Evolving Strategy to Meet & Exceed Performance Expectations
  • Moving Beyond Non-Traded REITs: Senior Executive Strategy Panel
  • Suitability Standards &Concentration Limits for Non-Traded REIT, BDC and Private Placement Products: Standardizing Procedures & Enforcing Rules Within Your Broker/Dealer
  • Broker/Dealer & RIA Perspective on Selecting & Selling Alternative Investments: Key Processes; Concerns; & Overcoming Challenges


GAIM Regulation & Fund Governance

Thu, 04/12/2014 (All day)

Address Today’s Regulatory Challenges with Active Regulators, Hedge Fund CCO's and GC's and Leading Onshore and Offshore Counsels

GAIM Regulation & Fund Governance is where the hedge fund industry’s compliance and legal experts meet with regulators and source peer-to-peer resolutions for fund disputes, emerging regulations and risk controls. Source answers and frameworks for prioritizing regulatory information, streamlining reporting processes, implementing new regulatory enforcement procedures, addressing dispute resolution and asset recovery, preparing for audits and addressing compliance challenges in small, exclusive boardroom discussions with the regulators and leading, industry experts.  All attendees choose from any of the boardroom discussions. Create your own targeted, individually customizable experience.

19th Annual Global Indexing & ETFs Conference

Sun, 07/12/2014 (All day)

IMN's 19th Annual Global Indexing & ETFs: The Preeminent Investment Management Conference will take place December 7-9, 2014, in Scottsdale, AZ.

3rd Annual Mutual Fund Distribution Forum

Mon, 08/12/2014 (All day)

An impressive line-up of distribution strategists from mutual funds, gatekeepers and research professionals will provide insight on the current state of mutual fund distribution, contextualize im

Catalyst Cap Intro: Emerging Markets | Macro Alternative Investing

Mon, 08/12/2014 - 12:00

Catalyst Cap Intro Events are sector focused, investor driven events that host hand-picked investment managers and investors that are introduced to each other with a view to become investment partners

8th Annual Opportunities in the DCIO Market

Thu, 22/01/2015 (All day)

Financial Research Associates' DCIO Market Forum is back in Boston with a front-line agenda and an all-star speaking faculty ready to share their tips for carving out success in the DCIO marketplace. Get the inside track from industry innovators, retirement platforms, advisors, and consultants on everything from effective product positioning, to the latest news in plan design, QDIAs, and regulatory updates.

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

Cityscape Malaysia 2015

Wed, 04/02/2015 (All day)

Cityscape Malaysia is the largest real estate investment and development event ever held in Malaysia. The newest event from the world renowned Cityscape portfolio of events, Cityscape Malaysia is set to be THE meeting place for real estate developers, private and institutional investors, architects, consultants and other real estate providers to network and do business.

SFIG/IMN’s ABS Vegas 2015

Sun, 08/02/2015 (All day)

SFIG and IMN are excited to once again co-host the largest capital markets conference in the world, ABS Vegas 2015, this February 8-11 at the Aria Resort & Casino in Las Vegas. Last year’s program was a resounding success with over 4,500 attendees and 130+ sponsor firms, and we are expecting that number to grow to over 5,000 attendees in 2015. 

Operations for Alternatives

Mon, 09/02/2015 (All day)

OFA is an opportunity for senior executives to exchange, engage and learn about the most pressing issues of the day. If it is happening in the investment management industry it is being discussed at OFA.
We’ve got the basics covered – regulatory and tax issues, asset flow trends, ODD best practices, and security issues. But we’re also directly addressing the issues that must be addressed now, to ensure the future health and growth of your fund. This includes finding and incorporating new asset types, attracting and onboarding new investors and addressing forthcoming data reporting standards. 
Why attend?
Culture of Compliance
Like it or not, the regulatory environment is unlikely to loosen, and it's incumbent upon your entire team to embrace a culture of compliance throughout your firm.
OFA will provide you with insight and knowledge from others grappling with the same challenges, to help you create that culture of compliance that is appreciated by investors, and demanded by regulators.
Manage Threats
It's not enough to understand the threats against your firm from cyber criminals. You need a strategy for not only thwarting potential attacks, but a firm-wide plan for assessing, responding, and documenting your firm's approach to managing cyber security. It's not just your firm's assets or customer information at risk--regulators have made cyber security planning a key element of their exams for 2015 and beyond.
OFA will provide you with expert insight and peer knowledge to help you prepare.

Keeping Existing Investors, and Attracting New Ones
With some large investors shifting their allocations away from alternatives, funds must address key operational issues, such as fees, expense allocation, and reporting, to ensure that their current investors continue to allocate to them. Similarly, some funds will need to embrace new product types or investors to ensure continuing operations.
OFA's panels of fund operations professionals will specifically address these pressing issues that simply cannot be ignored by the alternative fund industry.

21st Annual Alpha Hedge East

Mon, 02/03/2015 (All day)

The 2015 program will feature fresh content, new speakers, and an incomparable asset allocator-to-fund manager ratio. The Alpha Hedge event series is renowned for its long history of delivering value for investment professionals who understand the importance of in-person networking and thought-exchange. Use code GFM10 for 10% discount!

Upcoming events

2 days 22 hours from now - Dubai
2 days 22 hours from now - California
2 days 22 hours from now - New York
3 days 22 hours from now - Hong Kong

Upcoming training

Mon, 10/11/2014 (All day) - London
Mon, 10/11/2014 (All day) - London
Thu, 13/11/2014 (All day) - London