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Alternative Investment Conferences


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Upcoming Industry Events


Family Office & Private Wealth Management Forum

As Opal Group’s flagship event, The Family Office & Private Wealth Management Forum has become Opal’s largest family office event in the world. In the course of three days, family offices, private investors, and investment managers navigate their way through the choppy waters of the past recession, while continuing to explore the best ways to map out their portfolios. Discussions will cover a wide variety of investment topics including direct investing, impact investing, non-correlated assets, and many more. Come join us this July-- the forecast calls for fun, networking, and favorable prospects for preserving your family’s wealth.


Public Funds Summit East

Opal Group’s annual public funds conference addresses issues that are critical to the investment success of senior public pension fund officers and trustees in the new millennium. We will discuss how surplus returns should affect employee benefit plans; closely examine the processes for selection and evaluation of investment managers. The Public Funds Summit provides a unique environment in which members of the public sector can exchange ideas and learn from other delegates, money managers and consultants.


Total Alts 2017 IMN

IMN, in association with CalAlts, will host Total Alts 2017 on September 7-8 in San Francisco, CA. This two day event will reflect the growth and dynamism of the wide world of alternatives, and will provide LPs with access to insights from the sharpest minds in Private Equity, Venture Capital, Private Debt, Real Assets, Hedge Funds and more!

Shining light on every corner of the alternative investments space, Total Alts will satiate the appetite that investors have for alpha using numerous alternative strategies.

Please visit the conference website for more information.


TradeTech FX

Over 550 market leading FX specialists will be attending TradeTech FX to network, benchmark, and uncover the latest strategy and technology to keep the edge in an increasingly crowded and competitive market place. TradeTech FX offers the perfect opportunity to adopt forward-looking strategies and technologies and build a winning FX trading and portfolio management strategy.

This is your chance to join the definitive meeting for institutional FX leaders together with regulators, buy and sell side, trading platforms and technology partners, all exclusively in one place at one time.

OFFER: Save 15% with discount code - simply quote “TTFXBARCLAYH” when booking online here.

For more information download the conference brochure here.


8th Speciality Finance Summit


7th Annual Funds Transfer Pricing and Balance Sheet Management

7th Annual Funds Transfer Pricing and Balance Sheet Management
13th-15th September 2017
London, UK

This marcus evans conference will address how banks can create an FTP framework that is both forward-looking allowing it to be used as a commercial tool and drive business, but is also reactive to developing market and regulatory factors. With many regulations, such as the NSFR developing and major market events occurring, banks will want to ensure that their FTP is dynamic enough to adapt to any changes.

Interested? If you feel that you are a good fit for this conference please visit the event website or send an email to melinih@marcusevanscy.com


Emerging Managers Summit

Held in one of the world’s largest financial capitals, this event perfectly aligns with the culture and values of the city that never sleeps. The program will highlight the benefits and opportunities for institutional and private wealth investors to invest in new, diverse, emerging managers and boutique fund managers. In addition to networking with key decision-makers of family offices and pension funds, new managers will be able to connect and exchange best practice ideas with their peers. Attendees will be able to hear from the nation’s leaders in the new and ever-changing emerging manager market.


4th Annual European Payments Forum

Since last years’ European Payments Forum, many has changed within the industry, so it is time to organize our 4th Annual European Payments Forum, which will discuss both the changes and the future forecast of the topic. The FinTech war has just began, which will change the entire business and effect all stakeholders as well. Learn more about Blockchain from well-known topic experts and debate if banks are ready for the adoption.

Hear more about PSD 2 and its improvement on the payment experience from different point of view. What is the long and short term impact of this regulation and forest the regulatory landscape?

Join our Round Table Discussion to debate on banking (r)evolution and the technological innovations within the industry; do they disrupt or improve different processes?


7th Annual Risk Management Forum

Risk management in banking had to overcome many changes in past years mainly in response to regulations that emerged from the global financial crisis. And there are still new challenges ahead, risk management will experience even more extensive change in the next decade.

The 7th Annual Risk Management Forum will provide opportunities for attendees to listen insights, guidelines, practices from regulatory bodies, leading industry associations and banks/central banks.

During the event participants will hear about the latest regulations, impacts of IFRS 9, Stress testing practicesdevelopments in risk measurement and there are many more topic on board.



Serving as one of the most important structured finance industry conferences, the 2017 gathering anticipates a delegation of over 4,000 structured finance professionals, which includes more than 2,000 attendees representing a diverse cross section of issuers and investors in the ABS market. Now in its 23rd year, ABS East has solidified its place as the must-attend Fall gathering of the securitization industry, offering beneficial market insights with actionable takeaways. As always, the program is developed by investors, and led by issuers, to ensure a timely and objective program.

For details, please click here.



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.

This Catalyst Cap Intro Event focuses only on the L/S Equity | Event Driven Investing space. Strategies covered include, among others: fundamental research, global equity, merger arbitrage, small/micro caps, regional/international, industry specific, trend/signals, as well as event driven funds based on behavior, public reports, litigation, adverse news, structural change, insider filings, and more.

This production builds on Catalyst’s history and successful track record in putting together industry-recognized and effective capital raising events.


DarcMatter Alternatives Conference 2017

The DarcMatter Alternatives Conference (DMAC) 2017 in Seoul, South Korea September 21st-22nd, will bring together the leading alternative asset managers globally and the heads of investment from South Korea’s top pension funds, government investment funds, and corporations; to discuss allocation plans, cross border alternative investing, and network locally. Tickets for asset management firms and service providers are limited. Early bird rates through July 15th, 2017. Attend this event to connect directly with the top tier of South Korea’s investment community and discuss alternative investment allocation plans. Join us September 21st-22nd, in Seoul! To register and more information: www.DMAC2017.com


Markets & Financial Industry Global Summit

Join a top-tier global network and sounding board for investment managers, investors and industry leaders to explore and collaborate on new business strategies and out of industry trends, check the latest thinking and determine new global alliances and built relationships to get deals done.

The Markets & Financial Industry Foundation is dedicated to supporting innovative initiatives in adolescent education and cure and treat diabetes and cancer. Identifying specific areas of need, the Foundation funds groundbreaking research, state-of-the-art technology, and programs to target literacy in impoverished confines of our society.

Register Link: https://www.mfigs.com/register-now/


TSAM Hong Kong

TSAM Hong Kong: The Summit for Asset Management
September 26th 2017 | The Excelsior, Hong Kong

Bringing together the best minds in the industry, TSAM comes to the APAC region, presenting 3 conferences, enabling you to customize your own agendas across: Marketing & Client Communications; Data, Technology and Operational Strategy; Performance & Risk Strategy.

Join hundreds of influencers and leaders from the industry to take away insights from experts and share ideas with peers from across the globe.

Receive a 20% discount when you quote BARCLAY20 when booking online, making it only just over 200 USD - https://www.tsamhongkong.com/hk-register


Fixed Income Leaders Summit APAC

Benchmark With The Best To Build A World Class Fixed Income Business
Designed by the buy side for the buy side. With 300+ leaders from the full fixed income value chain - regulators, buy and sell side, trading platforms, and technology partners - all exclusively in one place at one time. Quite simply the must-attend meeting place to shape the future of your industry.

If you're serious about building a winning fixed income desk, then don't miss this opportunity to benchmark your people, processes and technology with those leading the way.


Insurance ALM and Asset Allocation under Solvency II

Insurance ALM and Asset Allocation under Solvency II
28-29 September 2017
London, United Kingdom

This marcus evans event will provide firms with the best practice in how to optimise capital consumption and returns under the Solvency II regime as well as generate sufficient yield to match their liabilities. Furthermore it will address the proper treatment and returns on the new mix of alternative asset classes under Solvency II regulation.

For more information regarding this event, please contact Constandinos Vinall, ConstandinosV@marcusevanscy.com +357 22 849 380 or visit the website here.


ALTSO's 6th Annual Rocktoberfest

ALTSO's 6th Annual Rocktoberfest
Thursday, October 5, 2017 | 6:00 p.m.
City Winery | 1200 West Randolph Street | Chicago, IL 60607

Now in its 6th year, ALTSO's Rocktoberfest Chicago unites professionals from the alternative investments and related financial services industries for a night of rock & roll and acoustic music in support of ALTSO's mission. ALTSO's Rocktoberfest events are recognized as some of the most unique, effective - and fun - benefits in the philanthropic and financial services industries.

Early Bird Discount: Purchase your ticket before August 1st to save $75! Buy your tickets here!


Global AgInvesting Asia

Join leading agriculture concerns, along with private equity, venture capitalists, institutional investors and others from the agriculture sector at the Hilton Tokyo Shinjuku-ku from 10-11 October for Global AgInvesting Asia. Benefit from 2 days of educational presentations, insightful talks by international experts, and networking with fellow participants interested in finding investment opportunities and business partners.

Increase your knowledge and discover strategies for building diverse agriculture portfolios. Global AgInvesting (GAI) events are the world’s most attended events for connecting operators, innovators and investors in the very important agriculture sector.


marcusevans Global Investors Summit

The Global Investors Summit is the ultimate meeting point, bringing leading investors from around the globe with international fund managers and consultants in an intimate and focused environment.


Family Office & Private Wealth Management Forum West

Come and enjoy a bottle of Napa Valley's finest Chardonnay at Opal Group's Annual Family Office & Private Wealth Management Forum - West. Investment strategies such as Private Equity, Venture Capital, and Technology will be familiar themes throughout the conference. Investment managers and families will come together to discuss the foundations in which they built their wealth, and uncork the various investment strategies in which to keep their portfolios growing and plentiful. Additional hot topics such as impact investing, alternatives, and the trustee beneficiary relationship, will allow for delegates to sample a diverse blend of palatable subjects.


ALTSO's 14th Annual Hedge Fund Rocktoberfest

ALTSO's 14th Annual Hedge Fund Rocktoberfest
Thursday, October 26, 2017 | 7:00p.m.
Hard Rock Café | 1501 Broadway | New York, NY 10036

Now in its 14th year, ALTSO's signature benefit - Hedge Fund Rocktoberfest - unites 1,400 professionals from the alternative investments and related financial services industries for a night of rock & roll and acoustic music in support of ALTSO’s mission in NYC. ALTSO’s Rocktoberfest events are recognized as some of the most unique, effective - and fun - benefits in the philanthropic and financial services industries.

Early Bird Discount: Purchase your ticket before August 1st to save $75! Buy your tickets here!


marcusevans Elite Summit 2017

The Elite Summit is the premium forum bringing top tier buyers and sellers together. As an invitation-only event taking place behind closed doors, the summit offers the independent advisers of wealthy private investors and international fund and asset managers an intimate environment for focused discussion of the key new drivers shaping wealth management asset allocations.

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