Northwest Alternative Investment Managers Forum
Thursday, October 27th, 2011, 1:00 - 5:00 PM
The Westin Hotel, Seattle, WA

Click Here to Register for the Forum

You are cordially invited to attend the Alternative Investment Managers Forum to hear a panel of regional and national alterntive investment experts including fund managers, market analysts, and investors discuss the current market trends and investment opportunities.

Topics will include why alternative investments are important, alterntative investment allocation strategies and the role of alternative investments in a portfolio. This forum will address which alternative asset classes present the best opportunities and how investors can best access and capitalize on these opportunities.  We look forward to your attendance.

Keynote Speaker/Panel Moderator:
Mark Moorberg, Vice President, Alternative Investments, Merrill Lynch
Implementing alternative investments to complement traditional investment portfolios

Fund Managers / Panel Speakers:
Natalie Bishopp – Paulson & Co. (Multi-Strategy Hedge Fund Manager)
Lou LaValle – Skybridge Capital (Multi-Adviser Hedge Fund)
Brad Walker – Highbridge Capital (Multi-Strategy Hedge Fund Manager)

Click Here for More Details...

 

Northwest Alternative Investment Managers Workshop
Thursday, October 27th2011, 8:00 - 11:45 AM
The Westin Hotel, Seattle, WA

Click Here to Register for the Workshop

You are cordially invited to attend the Northwest Alternative Investment Managers Workshop to hear regional and national alterntive investment experts including top resource providers, successful fund managers, and  large assett allocators and investors discuss the best practices and current market trends for emerging and growing alternative investment managers.

Topics will include fund structures, back office/compliance, due diligence and marketing and investor relations.  This workshop will address each of the key milestones emerging managers must overcome and how new managers can  best access resources and capital to enhance their performance and grow their fund.  We look forward to your attendance.

Internal Operations: Internal Structure/Terms/Back Office/Compliance/Due Diligence Preparation
1. David Riley, Garvey Schubert Barer
2. Christopher Seel, PricewaterhouseCoopers
3. Scott Summers & Seth Shapiro, Kibble & Prentice
4. Brian Young, Butterfield Fulcrum

Preparing for Capital Raising: Investor Relations, Building Team, Performance Stats, Risk Stats, Benchmarks, Categorization
1. Jeffrey Watts, Thomas Capital Group
2.  Art Zaske, Northern Lights Capital Group
3. Peter Wilamoski, Wurts & Associates 

Investor Panel Discussion: What they look for in emerging managers, pitfalls and keys to success
1. Chris Carsley, Benchmark Plus
2. Geir Watland, Canterbury Consulting
3. David McAuliffe, UW Investment Team (Invited)

 Click Here for More Details...

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The Investment Forum is a 501 c(6) not-for-profit membership organization founded in May of 2000. with the vision of making the northwest a vibrant place to live, work and do business.  The mission of the organization has grown through the years and is now focused on producing educational events, socials and forums for the benefit of all investors, entrepreneurs and fiduciaries.  

The Investment Forum hosts world renown investment speakers such as Jim Rogers in collaboration with the regions wealth management and private banking community.

New regulations place an increasing liability burden on fiduciaries to be educated and vigilant in stewarding the assets entrusted to their care. Educational event topics focus on essential topics each investor or fiduciary must consider when making a purchase decision including asset allocation, risk management portfolio strategies, insurance, global trends, and alternative investment vehicles such as hedge funds, real estate funds and private equity partnerships.

The Investment Forum serves the wealth management and money manager community by providing a quality educational referral outlet for clients interested in reviewing alternative investment vehicles as a way of further diversifying their portfolio risk and enhancing their return as a part of an overall portfolio strategy.  Traditionally, these types of investment options are outside the scope of counsel able to be provided by licensed wealth managers.  Therefore, the key to successful investing in these areas is to be well educated, invest in vehicles which provide high quality management expertise and in partnership with other investors to spread your risk.

 

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-Disclaimer-

This website, newsletter and forum do not constitute an offer to sell or the solicitation of an offer to purchase securities. This program serves merely to provide an overview of the types of businesses and technologies developing in the Northwest. Should you develop an interest in a particular presenting company, it will be your responsibility to investigate the company, structure a proposed transaction and negotiate the terms of the agreement directly with the company. Neither the Investment Forum nor any of its sponsors, co-hosts, or any other organization, group or individual associated with the Investment Forum makes any representation as to the reliability of the information provided by the participating companies or their representatives.