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April 2014

Midwest OCIO Summit

April 28 @ 8:00 am - April 29 @ 12:30 pm
The Standard Club,
320 South Plymouth Court, Chicago, IL IL 60604 United States
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Financial Research Associates’ Midwest OCIO Summit will discuss critical steps in selecting, interviewing, analyzing, and onboarding an OCIO. Other conference highlights include governance and fiduciary issues surrounding the management of the relationship, ways to benchmark and evaluate the partnership, and challenges surrounding the maintenance of the agreement. Mention Priority Code: FMP165 during registration for your 10% discount Top Reasons to Attend: * Hear directly from peers who have gone through the outsourcing process * Learn critical steps in performing due…

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Growth Capital Expo

April 29 @ 8:00 am - May 1 @ 5:00 pm
Caesars Palace,
Las Vegas, United States
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The Growth Capital Expo is taking place April 29 – May 1 at Caesars Palace in Las Vegas. This is the premier event in emerging growth company finance. The Growth Capital Expo brings together the best ideas, the most promising companies and the top deal makers in emerging growth finance for three days of education and networking in the nation’s premier destination for meetings and entertainment. Join 300 of the top growth company executives, investors and finance specialists focused on…

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May 2014

FRA’s ETP Distribution Summit

May 1 @ 8:00 am - May 2 @ 3:00 pm
DoubleTree Hilton Metropolitan,
569 Lexington Avenue, New York, NY 10022 United States
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The inaugural ETP Distribution Summit is the only event of its kind, with an exclusive focus on the sponsor community and potential market entrants. It will inspire new approaches to the industry as well as offer practical guidance on how to succeed in ETP distribution in the next phase of the market’s development. Mention Priority Code: FMP165 during registration for your 10% discount Top Reasons to Attend: • Hear directly from ETP sponsors on channel segmentation strategies • Understand directly…

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Middle Eastern M&A and Private Equity Forum 2014

May 5 @ 8:00 am - 5:00 pm
Ritz Carlton DIFC,
Dubai, United Arab Emirates
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Mergermarket is delighted to return to Dubai for its third annual Middle Eastern M&A and Private Equity Forum. Join an international audience of over 200 senior M&A and private equity professionals, legal advisers and investment banks to discuss the key themes likely to arise in the Middle East deal market over the next year. Expert speakers will also discuss family-owned businesses and their strategies for 2014 as well as the criteria that companies should consider when looking to invest in…

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Private Equity World Latin America

May 6 @ 8:00 am - May 7 @ 5:00 pm
Four Seasons Hotel,
Miami, FL United States
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The 8th annual Private Equity World Latin America event is where GPs, LPs and investee companies come to discuss new deals, forge new partnerships and raise capital. Abundant networking opportunities With our Total Asset event app, a dedicated Networking Manager, Speed Networking and the World Cup party, there are plenty of ways to meet your peers Meet more investors Network with investors looking for private equity funds and direct investment opportunities Meet more emerging fund managers Network with GPs that…

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Global Private Equity Conference

May 12 @ 8:00 am - May 15 @ 5:00 pm
Ritz-Carlton,
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A two-day main conference forum—attended by over 875 representatives of the industry’s leading institutional investors and fund managers, including over 320 LPs—is the keystone to a week of events in Washington, D.C. focusing on EM PE investing. The 16th Annual Global Private Equity Conference, centering on the theme of Taking Stock & Shaping the Future of Emerging Markets Private Equity, will convene thought leaders and industry practitioners to push the EM PE community to examine its track record with candor…

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EVCA CFO-COO Summit

May 13 @ 6:30 pm - May 14 @ 4:30 pm
Radisson Blu Portman Hotel London,
22 Portman Square, London, United Kingdom
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The EVCA CFO-COO Summit is the only event in the industry designed by CFOs and COOs for their peers. Critical Intelligence for the Private Equity CFO/COO Expert commentary will detail what CFOs and COOs need to know to: – Build a flexible infrastructure to comply with FATCA and AIFMD developments. – Adapt to foreign regulatory risks – Develop the processes that will drive gains and efficiencies – Navigate evolving market conditions amidst increased responsibilities in fundraising and value creation What…

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Private Equity Latin America Forum

May 19 @ 8:00 am - May 20 @ 5:00 pm
Private Club ,
1 W 54th St , New York, United States
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The 3rd Annual Private Equity Latin America Forum is a meeting of the world’s largest international private equity managers and investors. The forum brings together 400+ investors, funds, and advisors for a two day meeting discussing sectors, due diligence, and private equity investment opportunities in Brazil, throughout Latin America and around the world.

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FRA’s Private Investment Funds Tax Master Class

May 21 @ 8:00 am - May 22 @ 5:00 pm
The Princeton Club,
15 West 43rd Street, New York, NY 10036 United States
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Financial Research Associates’ 5th Private Investment Funds Tax Master Class features the Tax Practices for Private Equity Funds conference and the Effective Hedge Fund Tax Practices conference and brings them together to run concurrently giving attendees the benefit of mixing and matching sessions according to their preference. Mention Priority Code: FMP165 during registration for your 10% discount Top Reasons to Attend: – Learn how to effectively address the countless new legislative changes that have come down the pike recently -…

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Mutual Fund Distribution Forum

May 29 @ 8:00 am - May 30 @ 5:00 pm
The Langham Hotel,
250 Franklin Street, Boston, MA United States
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Financial Research Associates proudly presents the Mutual Fund Distribution Forum, taking place May 29-30 at The Langham Hotel in Boston.  From high-level strategy sessions to practical forums, research presentations and a case study on fund growth, this event will deliver comprehensive education to inspire new thinking and creative solutions to the field’s current challenges. Mention Priority Code: FMP165 during registration for your 10% discount Topics at a Glance: – Keynote Conversation with Putnam Investments President and Chief Executive Officer Robert…

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