IMN announces its Crowdfunding & Marketplace Lending Forum for Real Estate on March 10-11, at the Marriott New York Downtown, NY. Following reports that real estate crowdfunding is set to jump to $2.5 Billion by the end of 2015, IMN’s conference aims to be a platform to learn more and capitalize on this exciting investing model.
With over 400 participants attending our inaugural Crowdfunding Forum, including 275+ Owners/Developers and RIAs/Financial Advisors, the organization returns to New York this year with brand new content featuring Owners and Developers speaking to other Owners and Developers as well as the excitement and energy of a new regulatory environment. The event program will focus on Regulation A+ after the recent passing of the rules as well as new sessions that look into fee structures and learning from failed platforms from those with the valuable lessons. The conference incorporates Shark Tanks and small group meetings in the form of luncheon asset class roundtables, to allow participants to discuss the issues most pertinent to their business.
A sample of property owners, financial advisors and RIAs already signed up to speak include: Arsenal Real Estate, ARX Urban Capital, Balboa Real Estate Group, Bazer Investment Group, Berkley Aqisitions, Brollklyn Standard Properties, Bruckal Group, Cedar Grove Capital, Envisage Properties, Hoboken Brownstone Company, Kaufman Jacobs, MHP Funds, Monroe capital, Pinpoint Equity Group, Real Wealth Network, Seven Two Partners, Synergy group, Vision Wise Capital.
Wikimedia Commons. A Global Macro Perspective 2016 For Family Offices & Funds
Florida Alternative Investmet Association will hold, on Tuesday December 1st, a pannel, under the title “A Global Macro Perspective 2016 For Family Offices & Funds”.
Shannon Morton, BlackRock’s Investment Institute; Peter Halloran, Titanium Exploration Partners; Luis Laboy, RWC Partners; Ted Izatt, SDKA International and Daryl Jones, Hedgeye Risk Management will be the pannelists who share with the audience their insights.
The event will take place at Akerman´s -1 SE 3rd Ave, Suite 28- from 5 to 8 pm.
For additional information and registration you may use this link.
CC-BY-SA-2.0, FlickrPhoto: Mr. Usaji
. General Colin Powell, Monica Lewinsky, Tony Hawk, and Marc Randolph to participate in eMerge Americas
eMerge Americas third annual conference will take place on April 18 and 19, 2016, and will bring General Colin L. Powell, Former Secretary of State, United States; Monica Lewinsky, Activist & Writer; Tony Hawk, Legendary Skateboarder & Entrepreneur; Founder, The Tony Hawk Foundation; Tim Storey, World-Renowned Motivational Speaker; and Marc Randolph, Co-founder, Netflix; to Miami to share their inspiring stories.
Registration has just opened for the global event, which serves as a platform for the advancement of technology and idea exchange, and Launchpad for innovation connecting Latin America, North America and Europe.
Following a second year of growth, the event will bring together disruptive thinkers from an array of industries under one roof. Other than the already mentioned: Scott Wise, Partner, Andreessen Horowitz; Susan Lyne, President & Founder, BBG Ventures; Naveen Jain, Co-Founder & Executive Chairman, Moon Express; Gabriel Sanchez Zinny, Coordinating Founder & Partner, Blue Star Strategies; Miriam Lopez, President & Chief Lending Officer, Marquis Bank; Andrés Freire, Co-Founder, Officenet; Doug Dietz, Innovation Architect, GE Healthcare; Michael Samway, Adjunct Professor, Master of Science in Foreign Service, Georgetown University; Denelle Dixon-Thayer, Chief Legal and Business Officer, Mozilla; Nuala O’Connor, President & CEO, Center for Democracy & Technology; Alessandro Prest, Co-Founder & CTO, LogoGrab;Joan Cwaik, Latin America Marketing & Communication Manager, Maytronics; Will Perego, Founder & CEO, 24-hour Solar Roof; Ernesto Rodriguez Leal, Associate Professor in Robotics; CEO, Tecnologico de Monterrey; WeaRobot; Patricia Smith, Strategic Information Technology Consultant and Fran Allegra, President, the SEED School of Miami.
“The global tech community is growing fast, and our own rapid growth is testament to that. As the community continues to evolve, eMerge Americas will too, working to inspire and address the needs of this innovative community,” added Manuel D. Medina, founder of eMerge Americas.
For more information or to register for eMerge Americas 2016, follow this link
Foto: Jimmy Baikovicius
. Terrapin une a banqueros privados y family offices en el Wealth Management Americas
For the past 8 years, Terrapinn has run two co-located Wealth Management events in Miami: Private Banking LatAm and Americas Family Office Forum. Since these 2 industries have converged, they have decided to rename the event Wealth Management Americas 2015.
Wealth Management Americas, to be held Nov. 17-18 at the Four Seasons Hotel in Miami, will bring together the most senior executives from US and LatAm Private Banks and Family Offices to discuss today’s latest investment opportunities across all asset classes, as well as the latest trends within family governance, wealth planning, and timely regulation topics around FATCA.
CC-BY-SA-2.0, FlickrFoto: Diego F. Garcia P.
. GRI Colombia, Chile, Perú: conectando a los altos cargos del sector inmobiliario
On the 11th and November 12th, the first edition of GRI Colombia – Chile – Peruwill gather at the Bogotá Plaza Summit Hotel, Colombian, Chilean and Peruvian leaders of the real estate sector.
The event connects leading investors, developers and lenders to exchange ideas and deepen their business relationships during the closed-door discussions and networking sessions. It offers an effective way to identify potential partners who share common interests and enjoy doing business in a relaxed and intimate atmosphere.
At the GRI forums there’s no stage, no presentations or panels. Instead there are closed-door discussions between leaders where everyone participates.
This forum will go over the relevant issues in the market such as: Residential, joint ventures, investment vehicles, offices, hotels, next markets or Andean region big picture.
Keynote speakers include Álvaro Uribe Vélez, Former President, Colombia who will speak about “Latin America in the emerging economies century”; Sam Zell, Chairman, Equity International and Equity Investment Group to share his view on “The impact of the monetary policy on developed and emerging markets-What difference might the Pacific Alliance, MILA and TPP make?”
Other participants include: Paladin Realty Partners, USA; Terranum Corporate Properties, Colombia; TC Latin America Partners, USA; Grupo Exito, Colombia; Grupo Pegasus, Argentina; Inquietudes Inmobiliarias, Colombia; Pontificia Universidad Javeriana, Colombia; Grupo Lar, Colombia; Parque Arauco, Colombia; The Blackstone Group, USA; Union Investment Real Estate, Germany; Socovesa, Chile; PSP Investments, Canada; Jamestown Latin America, Colombia; Ospinas & Cia, Colombia; Lennar International, USA; Gávea Investimentos, Brazil; Equity International, USA; and Jaguar Capital, Colombia.
Photo: campamento de Lazio. CFA Institute Conference: Fixed-Income Management 2015 Preparing for a Different and Divergent Environment
What will be the impact of a divergence in monetary policies around the globe? What are the major risks facing the global economy and financial markets? What fixed-income strategies adapt well to a changing environment?
With fundamental questions lingering in today’s global debt markets, there is an increased need for savvy bond investors who have the skills and insights to thrive in a new cycle and deliver value to investors.
At Fixed-Income Management 2015 -organized by CFA Institute in Boston on October 22 and 23, leading practitioners will navigate through what’s happening in global bond markets, take a closer look at the long-term effects of a divergence in monetary policies and the path of growth in developed and emerging economies, and discover where leading investors are finding value. They will examine fixed-income strategies that provide diversification and adapt well to a changing environment.
Covering practical topics ranging from security analysis to sector allocation and risk management to portfolio construction, this year’s conference brings together researchers, analysts, portfolio managers, and top strategists to focus on
analysis of the long-term effects of the divergence in monetary policies in the United States, the United Kingdom, Europe, and Japan and their impact on sovereign debt markets
the unintended consequences of regulation on bond market functioning and liquidity;
inflation and deflation cycles globally;
strategy and sector allocation and the role of fixed income in the total portfolio;
the outlook for interest rates, economic growth, currencies, asset classes, and sectors;
credit investing strategies—where to find value and reduce market sensitivity;
critical factors that will influence the medium- to long-term performance of fixed-income investments, including demographics, technology, and policy; and
risk management and how investors can prepare for market recalibration.
Foto: Giuseppe Milo
. Morningstar 2015 ETF Conference: soluciones estratégicas, tácticas o de gestor, a discusión
Morningstar has announced the speakers and agenda for its sixth annual ETF Conference, Sept. 29-Oct. 1 at the Sheraton Chicago Hotel and Towers. The conference features experts from across the exchange-traded fund (ETF) industry including Morningstar analysts, who will provide in-depth knowledge and perspective for financial advisors.
“With more than $2 trillion in assets under management in the growing U.S. ETF industry, investors and their advisors face myriad options when it comes to ETF investing,” Ben Johnson, CFA, Morningstar’s director of global ETF research, said. “Our sixth annual ETF Conference will gather industry experts to discuss and debate three key areas of ETF investing—strategy, tactics, and managed-portfolio solutions—to help investors achieve better outcomes.”
Joe Davis, Vanguard principal and chief economist, will deliver the keynote opening address on Tuesday, Sept. 29. Charles Ellis, founder of Greenwich Associates and author of Winning the Loser’s Game and Falling Short: The Coming Retirement Crisis and What to Do about It, will give the keynote luncheon address on Wednesday, Sept. 30.
General session speakers on Wednesday, Sept. 30, are Andrea Frazzini, Ph.D., AQR; Jason Hsu, Research Affiliates; and Mark Kiesel, PIMCO. Jim Crowley, Pershing; and Jon Stein, Betterment, will address attendees on Thursday, Oct. 1.
The popular “Meet the Pundits” panel will close the conference on Oct. 1. Morningstar’s Johnson, ETF.com’s Matt Hougan, and ETF Trends’ Tom Lydon will engage in a no-holds-barred discussion of the latest trends in the ETF industry, moderated by author and journalist John Wasik.
The conference offers 15 breakout sessions focusing on strategic, tactical, and managed-portfolio solutions. Speakers from BlackRock/iShares, Eaton Vance, Envestnet, Fidelity, Invesco PowerShares, J.P. Morgan, MSCI, Windham, and WisdomTree, among other firms, will cover an array of timely topics, including:
Strategic beta abroad;
Currency-hedged ETFs;
The active/passive debate and the future of active ETFs;
Tactical asset allocation;
Accessing alternative strategies and niche markets through ETFs; and
Managing interest-rate risk and the role of fixed income.
Morningstar will offer two preconference workshops from 1-4 p.m. on Sept. 29. Attendees will be able to choose one of two workshop tracks. The first workshop, “The ABCs of ETFs,” will cover the evolution of ETFs as an investment vehicle and provide a practical review of ETFs by asset class, along with their benefits and limitations. The other workshop, “An Overview of the Trends Shaping the ETF Market,” will offer Morningstar analysts’ insights on key topics including strategic beta, active ETFs, and the opening up of onshore Chinese stock markets.
To register for the conference, please follow this link
Next week, Investec Asset Management shall have the pleasure of organizing the eighth edition of its global investment conference, Investec Global Insights 2015. The asset management company will gather 250 delegates from 23 countries worldwide in London, with the aim of providing its clients with the most complete and updated analysis for making their investment decisions.
After the last twelve months, during which the market has undergone some significant changes, the content of the conference is more relevant than ever. Attendees from the United States, Latin America, Europe, UK, Middle East, Africa, and Asia will have the opportunity to attend several ‘Meet the Portfolio Manager’ sessions and interact with peers from major fund buyers from all around the world.
This year, some of the featured presentations will focus on the following topics:
Is it still worth investing in emerging markets?
Are developed markets looking stretched?
When will rates rise and what will be the impact?
How do you find sustainable sources of income?
Outside the purely financial field, the conference will feature the starring presentation of Francois Pienaar, captain of the South Africa National Rugby Union team from 1993 to 1996. He will share his experiences, which led the team to win the Rugby World Cup in 1995. In Invictus, the film based on this feat directed by Clint Eastwood, Pienaar is played by Matt Damon.
Richard Garland, Investec’s Managing Director, will act as conductor of the event for the duration of the conference.
For further information on the event’s agenda please consult the attached document.
Columbia Threadneedle Investments is the Global Financial Services Partner of the International Triathlon Union (ITU) World Triathlon Series Grand Final Chicago, from September 15-19. The event features four days of competition for more than 8,000 elite and amateur athletes, including 150 of the world’s top Olympic-distance triathletes as they compete for a world championship title less than a year before the 2016 Olympic Games in Rio de Janeiro.
ITU World Triathlon Grand Final Chicago will feature Olympic-caliber elite triathletes and paratriathletes as well as amateur athletes across all age-groups racing in the same venue in and around Grant Park. Athletes will compete in events that begin in Lake Michigan and end at iconic Buckingham Fountain. The Grand Final is the culmination of the ITU World Triathlon Series with the leader of the Columbia Threadneedle Rankings being crowned World Champion.
In addition to its role as Global Financial Services Partner, Columbia Threadneedle is sponsoring Dare2tri, a local Chicago paratriathlon club, for the second consecutive year. Columbia Threadneedle will donate 50 race entries to their amateur and elite paratriathletes and proudly have its logo featured on Dare2tri team uniforms.
“We are pleased to partner with ITU World Triathlon Grand Final Chicago,” said Ted Truscott, CEO of Columbia Threadneedle Investments. “Our brand promise is ‘Your Success. Our Priority.’ That’s the same emphasis we place on our partnerships with ITU and Dare2tri to ensure a successful event in Chicago for all participants.”
“We are pleased to welcome Columbia Threadneedle Investments back as the official global partner of the ITU World Triathlon Grand Final Chicago,” said Florian Riepe, President of ITU World Triathlon Grand Final Chicago. “Columbia Threadneedle has a long and proud history of delivering for investors, and the focus they place on their clients aligns with the goals we have for the world championship event this September.”
“Dare2tri is thrilled to partner with Columbia Threadneedle for a second year,” said Keri Serota, Dare2tri Co- Founder and Executive Director. “We are grateful to have a partner that fully believes in our mission to impact positively the lives of athletes with physical and visual impairments by developing their skills in paratriathlon. Columbia Threadneedle has shown a tremendous commitment to the world of paratriathlon and, with their support, the athletes will be going for the gold on the road to Rio.”
Pixabay CC0 Public Domain. La industria de hedge funds se replantea su tradicional sistema de cobro de tarifas
AIMA’s flagship event will return on Thursday, September 24th to the City of London’s Guildhall. With around 400 delegates, the event is one of the biggest hedge fund industry events of the year. It draws an audience of hedge fund managers, fund of hedge funds managers, prime brokers, legal and accounting services and investors, with attendees typically from more than 20 countries worldwide.
The format of the event comprises keynote speeches, panels discussions and an evening drinks reception. The event takes place under the Chatham House rule. A gala dinner for speakers, sponsors and other VIP guests is held on the evening before the Conference.
Speakers at the AIMA Annual Conference comprise senior representatives of hedge fund firms, policymakers and regulators.
To learn more about the AIMA Annual Conference, please contact AIMA’s Head of Events, Deborah Babbage.
