Industry Calendar
We are pleased to announce events hosted by Hedge Connection media partners.
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June 2013
 | Private Wealth Management Summit Date: June 2 - 3, 2013 Location: Ritz-Carlton Buckhead, Atlanta GA Organized By: marcus evans www.privatewealthsummit.com |
Description: The Private Wealth Summit will highlight the current challenges and opportunities through visionary conference sessions delivered by thought leaders from America's Family Offices. All this, seamlessly integrated with informal networking opportunities over two days, will provide a unique interactive forum. Do not miss this opportunity to network, establish new connections and gain knowledge.
The primary objective of the Private Wealth Management Summit is to explore the key aspects and issues related to family offices as business drivers for innovation and growth. The Summit's program topics have been pinpointed and validated by the private wealth industry as the top critical issues they face. Key issues for 2012 include:
Current Speakers Include:
Founder, Seven Two Partners
Chief Executive Officer and Founder, Gleneagles Group
Managing Director, Triumph Investment Funds
President, Kestrel Asset Management
President, Chief Executive Officer, Chief Investment Officer, Glenmede
Managing Director, Atlantic Trust Private Wealth Management
Vice President, Wealth Manager, True North Advisors
Partner, Managing Director and Chief Investment Officer, Covenant Multi-Family Offices, LLC
Founding Partner and Chief Executive Officer, LVW Advisors
Partner and Chief Investment Officer and Chair of the Investment Strategy Team, Balentine
Chief Investment Officer, WLD Enterprises
Partner and Senior Client Advisor, Meristem, LLC
Managing Director and Head of Wealth Advisory, The Presidio Group, LLC
Managing Director, Pathstone Family Office
Founder and Partner, Financial Management Partners
Co-Founder, Managing Director and Chief Investment Officer, Iron Capital Advisors
Chief Investment Officer, Arlington Family Partners
Current Topics Include:
US and Global Economic Update - Discussing the current and future landscape
Family Governance - Preserving Wealth through a solid structure
Sustainable Wealth Management - Techniques for effectively shielding clients' assets
Tax Strategies - Incorporating tax-efficient and financially-effective tactics into portfolio construction
Building Your Firm's Succession Plan - Key essentials to ensure success
Preserve and Protect - Are you helping the next generation keep the wealth?
Spotlight on Asset Allocation - Examining strategies for today's market
The Key to Portfolio Diversification - Identifying unique investment options for family offices
 | Enterprise Collateral Management Conference 2013 Date: June 4 - 6, 2013 Location: London, UK Organized By: Worldwide Business Research www.wbresearch.com |
Description: With some estimates putting shortfall of collateral at trillions of dollars as new regulations increase the demand for high quality liquid assets, Enterprise Collateral 2013 is the only conference to bring together the treasury, front, middle and back office from financial institutions to source enterprise wide solutions for optimising collateral.
 | Consortium 2013 Date: June 5 - 6, 2013 Location: INTERCONTINENTAL NEW YORK TIMES SQUARE Organized By: RG and Associates www.rgameetings.com |
Description: Join us at Consortium 2013, the premier gathering for institutional investors focused on connecting and investing with small and diverse managers.
*Keynote interview featuring Valerie Jarrett, Senior Advisor to President Barack
Obama, with insights into federal programs supporting women and minority
investors and more
*Four long-time industry pioneers with leadership perspectives on a decade
of change and growth in the small and diverse manager arena
*Top CIOs from public pensions, foundations and endowments with best
practices and future investment plans
*One-on-one sessions connecting institutional investors with small and
diverse managers
Review the Consortium 2013 agenda, including keynote addresses, workshops and interactive sessions, and register today. Our two companion programsThe Bootcamp for small and diverse managers and The Intensive for institutional investorsare the perfect start.
 | Alternative Investments China 2013 Date: June 6, 2013 Location: Hong Kong Organized By: Daiss & Associates www.daissassociates.com |
Description: China's miraculous economic growth has provided attractive investment opportunities for international investors, and will continue to do so. A strong economic infrastructure with ongoing reform has strengthened Chinese financial markets, and fund managers from other places of the world can now explore a wide spectrum of Chinese opportunities covering capital market portfolio investment, hedge fund, private equity, real estate and other high-yield investment assets.
However, the Chinese investment and tax environment is extremely challenging because of constantly changing regulations, ambiguous interpretation of tax policies and inconsistent enforcement practices. In June 2013, the alternative summit will bring together industry participants to explore the roles of alternative opportunities and strategies. Industry experts will investigate a range of critical investment issues, including discussion of the alternative investment with Chinese characteristics, risks and benefits involving hedge funds, private equity, REITs, examining means of international cooperation, cutting costs associated with implementation of absolute returns strategies, and surveying the landscape of emerging international markets.
 | Energy Investment Forum Date: June 10 - 11, 2013 Location: Hyatt at Fisherman’s Wharf, San Francisco, CA Organized By: Opal www.opalgroup.net |
Description: In light of our current geopolitical climate, there is a growing debate over renewable energy versus natural resources like oil, natural gas, and other fossil fuels as compared to its counterpart in clean energy technologies. The energy conference is a necessary forum that will allow energy experts, utility companies, money managers and institutional investors network and educate each other on the debate surrounding renewable energy versus natural resource investment opportunities.
 | Nearshoring Mexico 2013 Date: June 11 - 13, 2013 Location: CROWNE PLAZA DOWNTOWN DALLAS, DALLAS, TX Organized By: Infocast www.infocastinc.com |
Description: *Get the crucial information and lessons learned you need to make your nearshoring initiative a success
*Don't Miss the ONE Opportunity to Meet All the Right Partners under ONE Roof:
*State Governments Site Selectors
*Manufacturers
*Supply Chain Partners
*Transportation & Logistics Providers
*Security Service Providers
*Workforce Providers
 | Advanced Project Control Date: June 12 - 14, 2013 Location: Johannesburg, South Africa Organized By: Infocus International Group www.infocusinternational.com |
Description: After projects enter the execution phase, the emphasis of the project manager's effort changes from planning to controlling the work. Control of the project is most effective when the control process integrates scope management with cost and schedule management. In order to properly control the project, it must be thoroughly planned and the metrics well defined. Once the detailed planning is complete and baselined, the most effective way to control is by using Earned Value Management. But EVM has its own costs and overhead associated with it and may not be worthwhile for small or medium-size projects. For these projects, you can create solid integrated control processes without setting up an EVM system. This course will show you how to control projects both with EVM and without EVM. The class approach is highly interactive with a variety of exercises supplementing the presentation material. Calculators will be needed.
 | Enterprise Risk Management: Strengthening the Risk Resiliency Model Date: June 13 - 14, 2013 Location: Chicago, IL, United States Organized By: American Leaders cross.americanleaders.com |
Description: Attended by Risk Specialists, it is an opportunity for media partners to collect & share industry materials for your readers. This event belongs to our flagship business gatherings with 100 visitors per year. Our target market includes C-Level Executive, VPs, Directors and Heads of: ERM, Corporate Risk, Compliance, Strategic Planning along with many others. We are expecting 90 attendees at this particular event.
 | GAIM International 2013 Date: June 17 - 19, 2013 Location: Le Méridien Beach Plaza, Monte Carlo Organized By: ICBI |
Description: Why Attend GAIM: Europe's Leading Hedge Fund Event?
*Meet 250+ Active Investors In The Alternatives World In Just 3 Compact Days
*Use Unrivalled Structured Networking Tools To Meet The Right Investor For Your Fund
*Learn How To Make Money In Volatile Times From The Top Hedge Fund Brands & The Renowned Industry Stars
*Hear Investors' View On How The Euro Crisis Has Effected The European Hedge Fund Industry
*Get Investor Opinions On Manager Selection & Asset Allocation
 | FATCA Implementation Summit Date: June 17 - 18, 2013 Location: he Princeton Club, New York Organized By: Financial Research Associates www.frallc.com Discount: 15% discount for Hedge Connection Club Members Discount Code: FMP111 |
Description: This is the ONLY event delving into the unique challenges funds will face under the sweeping FATCA regime. Discussions will include significant changes revealed in the final regulations, timelines, best practices and procedural benchmarks, new and updated forms, and so much more!
 | Private Equity World Latin America 2013 Date: June 17 - 18, 2013 Location: Four Seasons Hotel, Miami, FL Organized By: Terrapinn www.terrapinn.com |
Description: Private Equity World Latin America is the region's leading event for private equity and venture capital investors. Don't miss the chance to meet over 300 local and global investors, private equity funds, venture capitalists and entrepreneurs to discuss the latest investment strategies and opportunities in Latin American private equity.
This year the event will be co-located with our Real Estate Investment World Latin America event - meaning even more investors and funds under one roof!
 | Real Estate Investment World Latin America 2013 Date: June 17 - 18, 2013 Location: Four Seasons Hotel, Miami, FL Organized By: Terrapinn www.terrapinn.com |
Description: Real Estate Investment World Latin America unites over 300 local and global investors, real estate funds, developers, property managers and emerging companies to discuss the latest investment strategies and opportunities in Latin American real estate.
This year it will be co-located with our Private Equity World Latin America event - which means even more investors and funds under one roof!
 | Transformational Leadership and Change Management Date: June 17 - 18, 2013 Location: Singapore Organized By: Salvo Global www.salvoglobal.com |
Description: Ready to ooze charm, exude charisma & translate vision into reality?
In a global business environment in which change is the only constant, organizations need to respond to challenging conditions by reinventing themselves to meet the demands of the market economy.
The direct impact that this has on an organization's ability to remain competent has led to Transformational Leadership and Change Management surfacing as one of the most pertinent business issues in Asia and globally. This is the cue for a new breed of leaders.
Join us in this exclusive 2-day Masterclass, which addresses critical issues relating to organizations' need to respond to the unique challenges presented by the global business environment Attendees will benefit from a comprehensive overview of the role, competencies and behaviors of the transformational leader in managing change.
 | SIFMA Tech 2013 Date: June 18 - 19, 2013 Location: Hilton New York Organized By: SIFMA www.sifma.org |
Description: Throughout its venerable 30 year history, SIFMA Tech has brought together several thousand financial service firms and their technology providers. In 2013, we will once again be convening industry leaders, regulators and solution providers but in a new and improved forum. Save the date to join us and see how you can harness today's technology to achieve a technological infrastructure that keeps you and your firm on the cutting-edge.
 | Preparing for the AIFMD Date: June 18 - 19, 2013 Location: The Princeton Club, New York Organized By: Financial Research Associates www.frallc.com Discount: 15% Discount Code: FMP111 |
Description: Hear directly from both EU and U.S. AIFMD experts on the marketing impact the directive will have on U.S. managers, reporting and transparency requirements, delegation rules, and so much more!
Please note: this conference is co-located with the FATCA Implementation Summit, taking place June 17, 2013.
 | Forum 2013 Date: June 19 - 20, 2013 Location: Four Seasons, Chicago, IL Organized By: Managed Funds Association events.managedfunds.org |
Description: Forum 2013 is MFA's 19th annual managed futures and global macro strategies conference designed to bring managers and investors together for networking, education and business development. Forum 2013 will be held June 19-20 at the Four Seasons, Chicago.
Forum 2013 will feature the popular "Meet the Manager" booths to facilitate opportunities for managers and investors to learn more about one another's investment needs and solutions. Forum 2013 will spotlight the winners of the second annual Managed Futures Pinnacle Awards. MFA is an industry partner of the Managed Futures Pinnacle Awards, presented by CME Group and BarclayHedge on Wednesday, June 19. The winners will participate in an educational presentation on Thursday, June 20, to discuss their awards, their strategies, the markets, risk management and more. Don't miss the chance to meet and hear from the winners of the Pinnacle Awards, only at Forum 2013.
Forum 2013 will feature additional networking events and a program agenda designed to bring institutional investors to Chicago for the opportunity to meet CTAs and global macro managers and learn more about their strategies. The program agenda will spotlight managers, investors and the current legislative and regulatory issues impacting the alternative investment industry.
 | Cap Intro: Emerging Markets Alternative Investing Date: June 24, 2013 Location: New York City, NY Organized By: Catalyst Financial Partners www.catalystforum.com |
Description: Cap Intro: Emerging Markets Alternative Investing is a highly focused capital introduction event bringing together active investors and successful, growing alternative investment managers focusing especially on opportunities in emerging markets.
At the Cap Intro: Emerging Markets Alternative Investing, investors and investment managers get what they need in their allocation and capital raising efforts: targeted private meetings. It is an extraordinary opportunity to get first round or continued meetings with your potential investors/investment managers underway.
Rationale for investors: meet with exceptional managers investing in emerging markets in an extremely time efficient and productive format.
Rationale for managers: get in-depth private meetings with hand-picked, active investors looking especially for opportunities with emerging markets focused investment managers. Manager/investor ratio is ca. 1:2 for exceptional exposure.
Apply now - space is limited!
 | Outsourced CIO Summit Date: June 24 - 25, 2013 Location: Ritz-Carlton South Beach, Miami Organized By: Financial Research Associates www.frallc.com Discount: 15% Discount Code: FMP111 |
Description: This is the ONLY event specifically focused on the outsourced CIO issue. You'll hear directly from investors who have gone through the process and decided to outsource, as well as from prominent providers of outsourcing services.
Topics Include:
-Pros and cons of various outsourcing models
-Case studies of exactly how other investors went through the hiring process
-Crucial considerations regarding discretion, liability and fiduciary responsibility
-Is an open or closed architecture the best option?
-A deep dig into the due diligence process
-Deal-breakers that could terminate a relationship
 | FundForum International 2013 Date: June 24 - 27, 2013 Location: Grimaldi Forum in Monaco Organized By: ICBI www.fundforuminternational.com Discount: £100 discount Discount Code: FKN2352HCWB |
Description: Hedge Connection is delighted to be partnering the 23rd annual FundForum International 2013, taking place at the Grimaldi Forum in Monaco from 24 - 27 June 2013.
FundForum International 2013 is the world's largest investment management conference for asset managers, fund selectors and distributors. It annually attracts over 1200 of the most influential executives in the industry and with over 220 speakers this year, the 2013 programme is the biggest and best to date.
 | 3rd Annual Private Equity Operations and Compliance Forum Date: June 24 - 25, 2013 Location: The Princeton Club, New York Organized By: Financial Research Associates www.frallc.com Discount: 15% Discount Code: FMP111 |
Description: Financial Research Associates' 3rd Annual Private Equity Operations and Compliance Forum is designed to equip a wide-spread array of fund professionals with exceptional guidance on how to cost-effectively ensure total compliance and operational excellence.
 | The Trading Show Chicago 2012 Date: June 24 - 25, 2013 Location: Downtown Marriott, Chicago, IL Organized By: Terrapinn www.terrapinn.com |
Description: The Trading Show Chicago is North America's leading electronic trading conference and exhibition. With three conference streams - HFT World Chicago, Quant Invest Chicago and Exchange Technology World Chicago - you can meet with the entire value chain, including HFTs, quants, exchanges, investors, regulators, markets makers and technology providers, in one place at one time. The show also features a FREE exhibit with on-floor seminars on trading technology and strategy.
 | Private Equity Operations and Compliance Forum Date: June 24 - 25, 2013 Location: The Princeton Club, New York Organized By: FRA www.frallc.com Discount: 15% off for Hedge Connection Club Members Discount Code: FMP111 |
Description: In this post-financial crisis, Dodd-Frank enforced the necessity of paying close attention to your fund's back-office operations has catapulted to a new level! Having the most effective strategies in place are absolutely essential for a fund to thrive which is why we're bringing back our extremely useful and in-demand Private Equity Operations and Compliance Summit!
It's no secret that overlooking your fund's back-office operations can be extremely lethal to its prosperity and profitability. But how can you ensure that your firm has the absolute BEST possible game-plan in place to meet today's challenging demands? Attend this highly practical industry think-tank and come away with groundbreaking insight, useful take-aways and the confidence that you're fund has the blueprint to thrive in these ever-challenging times.
Through extensive research with a diverse array of private equity fund professionals and collaboration with some of the industry's most-forward thinking minds, we've crafted a cutting-edge agenda that will deliver the ultimate guidance on perfecting your firm's operational strategies.
