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In partnership with:

Join us for an evening with Family Office and Institutional Investors. Get insight into what allocators are thinking about the emerging manager capital allocation process and how to properly engage with them.

This event also features a hands-on Investor Positioning Workshop led by Kelly Lyons, founder of the fundraising advisory firm Lyonshare. The session will cover best practices for building a compelling investor deck and pitch. This interactive presentation is designed to help fund managers refine their narrative and positioning, offering practical tips and guidance for effectively telling their story to potential investors.

Learn tips and strategies to make sure your deck and pitch are the best they can be, and see how small changes compounded over time can make an exponential difference to your fundraising results.

We will end the evening with a cocktail and networking reception where you will be able to interact with industry peers and further connect with the allocators in attendance.

Agenda:

3:00 – 3:30 PM | Registration & Networking

3:30 – 4:00 PM | Investor Positioning Workshop with Kelly Lyons

Discover how to build a powerful investor deck and pitch, and walk away with tips you can implement immediately to enhance your fundraising results.

4:00 – 4:40 PM | Allocator Panel Discussion

Hear directly from leading allocators about how they evaluate and work with emerging managers.

Speakers:

• Jeffrey Chin, Senior Investment Analyst, The Observatory
• Lindsey Rubenstein, Family Office
• John Service, Director – Capital Introduction, Marex
• Joe Mizzoni, Senior Investment Manager, Aberdeen Investments
• Mervin (Merv) Burton, Partner & Head of Research, Beatrice Advisors
   

4:40 – 6:30 PM | Cocktail & Networking Reception