ALTERNATIVE INVESTMENT MANAGEMENT SYMPOSIUM 2013

An elite program for investors in alternative assets, brought to you by the best alternative assets news team in the business.

Across their alternative assets events in 2012-2013, the editors of Buyouts Magazine, peHUB.com, VCJ, Hedgeworld and Thomson Reuters brought together over 400 unique institutions, 800 total investors, and arranged more than 1400 investor/manager meetings. With investors taking a larger and larger part in our events, we thought it was time the investors had an event of their own.

Following on the success of our inaugural Alternative Investment Management (AIM) Symposium in Boston this spring, we're launching the West Coast version, at PartnerConnect West. The content at AIMS is designed to address the concerns and strategies of institutional investors backing alternative assets.

What's more, attendees at the AIM Symposium can attend all of PartnerConnect, a collection of conferences in the same venue, covering trends and best practices within private equity, venture and growth capital, and hedge funds. These events include:

  • Buyouts West - the premiere conference for idea generation and networking in the Middle Market
  • Venture Alpha West - a senior-level conference for institutional VC and Growth Equity investing
  • HedgeWorld West - an event focused on emerging trends and strategies for Hedge Fund trading
  • IREI I3 - I3 is "the" forum where pensions, endowments and foundations gather to discuss infrastructure investing

For more information click here to visit the PartnerConnect Home Page. .

Fundraising, networking, golfing and more at the AIM Symposium at PartnerConnect West:

  • Screen a month's worth of managers in one place, at one time, meeting those you're interested in through the ExecConnect private meetings program. Investors who take at least 3 20-minute meetings with managers of their choice are eligible for a steeply discounted hotel stay, and other benefits.
  • Network with like-minded investors at the Thomson Reuters private dinner
  • Play a round, or two, of golf at the Half Moon Bay Golf Links, on an 18-hole course situated on the dramatic cliffs of the Pacific Ocean
  • Hear from the brightest minds in the alternatives investing space, recruited by the editors of Buyouts, VCJ, Hedgeworld, peHUB.com and Thomson Reuters
  • Get the latest global private equity fundraising and deals intelligence from global data provider, Thomson Reuters.


PartnerConnect Plenary Speakers



AIM Symposium Keynote & Featured Speakers

  • Ravi Jagannathan
    Chicago Mercantile Exchange/John F. Sandner Professor of Finance
    Kellogg School of Management

  • William Jarvis
    Managing Director
    Commonfund Institute



Agenda In Brief


DAY 1 - Monday October 7


x1:00 p.m. Please check back soon for details on several Partner Events at PartnerConnect West.

DAY 2 - Tuesday October 8


x7:00 a.m. Registration & Breakfast Opens
x7:00 a.m. ExecConnect Meetings Commence
x8:00 a.m. Opening Remarks
x8:15 a.m. Plenary Keynote 1: Timothy C. Draper
x8:50 a.m. Plenary Keynote 2: John D. Skjervem
x9:25 a.m. Plenary Keynote Panel: Why Alternatives Now?
10:00 a.m. Networking Coffee Break
10:30 a.m. AIMS West Panel 1: Assessing Your Allocation To Alternatives
11:00 a.m. AIMS West Research Presentation 1: Foundations, Endowments and Alternatives: New Approaches
11:30 a.m. AIMS West Panel 2: Open Q&A and Discussion Group On Endowments And Foundations Investors
12:00 p.m. AIMS West Panel 3: Focus On Separate and Managed Accounts
12:30 p.m. Plenary Lunch
x2:00 p.m. AIMS West Keynote: Alex Navab
x2:30 p.m. AIMS West Keynote 2: Ravi Jagannathan
x3:00 p.m. AIMS West Panel 4: Real Assets I: Designing a Successful Real Assets Program
x3:30 p.m. Networking Coffee Break
x4:00 p.m. Global Perspective: Opportunity and Risk In Latin America Today
x4:30 p.m. AIMS West Panel 6: Private Equity Secondaries Pricing & Trends
x5:00 p.m. AIMS West Session TBD
x5:30 p.m. Networking Reception
x7:00 p.m. Day 2 Concludes

DAY 3 - Wednesday October 9


x7:00 a.m. Registration & Breakfast Opens
x7:00 a.m. ExecConnect Meetings Commence
x8:00 a.m. Opening Remarks
x8:15 a.m. Plenary Keynote 4: George Myhal
x8:50 a.m. Plenary Keynote 5: Lex Huberts
x9:25 a.m. Plenary Keynote 6: Jonathan Coslet
10:00 a.m. Networking Coffee Break
10:30 a.m. See detailed agenda for AIMS West Morning Content
10:30 a.m. Bonus Presentations: Strategic Tax Discussions from Rothstein Kass
10:30 a.m. Comprehensive Tax Reform and Its Impact on Alternative Investment Funds (Part 1)
11:15 a.m. Comprehensive Tax Reform and Itís Impact on Alternative Investment Funds (Part 2)
12:30 p.m. Plenary Lunch
x2:00 p.m. AIMS West Panel 7: Dealing With Troubled Managers
x2:30 p.m. AIMS West Panel 8: What Family Offices Are Looking For In Alternatives
x3:30 p.m. Networking Coffee Break
x4:00 p.m. AIMS West Research Presentation 3
x4:30 p.m. AIMS West Panel 9: Best Practices In Communications Between Investors and Managers
x5:00 p.m. AIMS West Panel 10: Topic TBD
x5:30 p.m. Conference Close

Click Here to View Full Agenda


Networking Opportunities

ExecConnect

AIM Symposium delegates are eligible to participate in ExecConnect - the private meeting program that matches investors and managers with mutual investment goals, for one-on-one meetings. The 20-minute meetings are pre-scheduled by conference directors ensuring you meet with executives who best match your investment goals.

HedgeWorld Connect

Asset Allocators attending the AIM Symposium are eligible to participate in HedgeWorld Connect, HedgeWorld's proprietary cap-intro program for the hedge fund community, where you can meet directly with hedge fund managers whose investment strategy matches your goals.

To participate in either ExecConnect or HedgeWorld Connect, simply register by Friday, September 20, 2013.

For more information on participating in these programs, please contact Grant Catton at gcatton@hedgeworld.com

GolfConnect

AIM Symposium delegates are invited to join us for GolfConnect:

Hosted at the stunning Half Moon Bay resort, GolfConnect is your opportunity to relax and unwind in a breathtaking setting, and connect with fellow golfers from the conference. PartnerConnect is holding two golf outings - simply choose the time that works best for you.

  • Hedge Fund Golf Outing - Monday October 7, on the Ocean Course
  • Private Equity Golf Outing - Tuesday October 8, on the Old Course

To sign up for either golf outing simply register for the AIM Symposium and choose the outing that works for you on your registration form. There's a separate fee for each golf outing, and you're welcome to attend both outings.
Space is limited, so be sure to register early to take advantage of this terrific experience.

Receptions

AIM Symposium delegates are invited to attend any of the receptions taking place throughout PartnerConnect West, including:

  • The Buyouts West Networking Reception for Middle Market and Upper Middle Market Private Equity
  • The Venture Alpha West Networking Reception for Venture & Growth Capital
  • The HedgeWorld-CHFA Networking Reception for Hedge Funds
  • More receptions to be announced shortly



Attending Firms


To see the full list of attending firms click here