Note: This is a tentative agenda, subject to change. Final agenda and speakers will be posted closer to the event date.
All times are ET 

 

12:00 PM – Networking Lunch (Managers only)

1:20 PM – Welcome

1:30 PM – Panel: Allocator perspectives – forging partnerships and getting to yes

 

2:15 PM – Panel: Building successful IR teams and careers

Yuko Thomas preside

Yuko Thomas

Head of Investor Relations, Tetragon Financial Group

Nadja Marcoz.jpg

Nadja Marcoz

Head of Alternatives Business Development, First Eagle Investments

 

3:00 PM – Coffee Break

3:30 PM – Workshop Round One (Choose 1)

  • What is market today? Trends in fund terms and structures

 

  • The Marketing Marathon - Tips and Tricks for IR Execs and Marketers

 

4:15 PM – Transition

4:20 PM – Workshop Round Two (Choose 1)

  • Finding success in wealth and retail distribution

 

  • Leveling up the IR toolkit: Technology to make asset raising and client service more efficient
Meghan Munchoff.jpg

Meghan Munchoff

Partner, Head of Investor Relations, 400 Capital Management LLC

 

5:05 PM – Networking Drinks