Category: Events

Angel Investor Bootcamp taps decades of investor experience and research on 20,000 founders to highlight the most important factors in startup and investor success. Join fellow investors for a full day of exploration and discovery of the knowledge you will need to have to succeed and which road maps lead to success.

Built on research performed at Harvard Business School, University of Southern California and Yeshiva University over the last 20 years on thousands of startups and investors.

Led by:

Dr. Noam Wasserman is the Dean of the Sy Syms School of Business at Yeshiva University, former Harvard Business School professor and author of the bestseller The Founder’s Dilemmas: Anticipating and Avoiding the Pitfalls That Can Sink a Startup.

Bruce Taragin is a managing director at Blumberg Capital with more than 25 years of experience as a venture capital investor, entrepreneur, technology investment banker and corporate attorney. A native of New York, Bruce earned his BA in finance and communications from Yeshiva University and his MBA and JD from Fordham University.

Recommended Donation: $180

RSVP: https://www.yu.edu/angel2023

When: April 11, 2023, 10:00 AM, EDT

Even for accomplished CEOs, it is difficult to land the first board seat. Evaluating the right board seats can be even more challenging.

As an active CEO, when should I begin laying the groundwork for board service? How do I target and land the right seat or multiple seats? How do I determine which ones are best for me? What is the key to quickly becoming a positive, contributing board member? Are there issues with trading or jettisoning seats down the road? And why are some qualified execs eschewing boards altogether?

This panel discussion will help us understand the unwritten ground rules of navigating the board search and illuminate a path for choosing the right board placements for ourselves, our priorities, and our companies. You’ll be exposed to the considerable resources available in the CEO Trust, and what you and your peers can do to accelerate the path to board positions.

REGISTER HERE

(Normally $20; get a 25% discount with code: FS4DGB2H)

MODERATOR:  Theresa Boyce, Chairman & CEO, CEO Trust

Theresa builds connections and opportunities for CEOs while drawing from multi-disciplined, multi-industry business experience. She began her career as a CPA for KPMG, earned a Wharton MBA, and obtained marketing and sales training in Procter & Gamble brand management. Theresa has a history of successfully launching high growth in a spectrum of companies, from entrepreneurial ventures to multi-billion-dollar corporations. She has been involved in every distribution/marketing channel and trained in most channels from premier companies in related industries. She serves as a director on for-profit boards with expertise in audit, finance, compensation, and governance.Theresa is known for creating fiduciary and advisory boards, with a track record of placing hundreds of board directors. Under her leadership, the CEO Trust has orchestrated thousands of CEO events and activities.

I’m honored to speak at the upcoming Access Alts Family Office Meet, March 6, in NYC, on “Venture capitalists and private equity investors eating our own dog food: Using technology and analytics to make better investments”.  You can see my draft slides here; feedback welcome!

The event will focus on India, South East Asia and China, and explore unique investments, family-backed ventures, the macro climate, and cross border business expansion in Asia. We expect about 50 large family offices, endowments & foundations, and pension funds at this highly curated meeting.

Confirmed speakers include: 

• Aysar Tayeb, architect of Prosperity7 Ventures, Saudi Aramco’s $1B diversification vehicle
• Swapnil Agarwal, founder of Nitya Capital, one of the largest privately-held real estate investment firm in Texas. Coming from a humble immigrant family in Houston, Swapnil single-handedly built Nitya into a firm that manages over $2 billion in real estate assets across the US.
• Derek Bills, Chief Investment Officer, International Monetary Fund.
• Jargalsaikhan Dugar, Mongolian mining entrepreneur.

There is room for 1-2 more allocator speakers. Contact me if you’re interested.

Venue: 601 Lexington Ave, New York

To request inclusion: https://www.accessalts.com/register 

AltsTech is proud to be a partner with Private Equity Wire in introducing an event created by GPs for GPs. We are gathering senior leaders at PE firms from across operations, finance, legal, back-office, sales, IR and technology. Speakers include senior leaders from York Capital Management, BC Partners, AEA Investors, Gatewood Capital Partners, Lerer Hippeau Ventures, and Focus Impact Partners.

There is no cost for qualified attendees.

RSVP

The Credit Innovation US Summit is a one-day retreat focusing on emerging opportunities and best practice for private credit and CLO managers. Versatile VC and AltsTech are proud to be a partner with Private Equity Wire in this event. We are gathering senior leaders at PE firms from across operations, finance, legal, back-office, sales, IR and technology. Speakers include senior leaders from York Capital Management, BlackRock, Angelo Gordon, Deerpath Capital Management, Brevet Capital, and others.

There is no cost for qualified attendees.

RSVP

361Firm hosts its 5th annual New York Global Investor Conference Nov. 30/Dec. 1 with over 75 allocators (single family offices, pension funds, and others). See their program deck at https://361.pub/ny2022.

If you’re a Qualified Purchaser, you can register at 361firm.com/global2022. Please indicate which Breakout you would like to join. If you’re a fund manager or anyone else, you’re welcome to request to join the waitlist.

Background on 361 Firm

361Firm’s global community is now 7K+ across family offices, institutional investors, funds, and CXOs. We collaborate on (1) Allocating Investments (buy-side forums); (2) Raising Capital ($8B+ to date); (3) Connecting Partners/Talent); and (4) Optimizing Philanthropic Interests. Since 2015, we’ve hosted events in 68 cities and 21 countries, now via Zoom Tuesday Briefings and Deep Dives.

Join AltsTech and Versatile VC at Neudata’s NYC Data Summit on December 1, 2022 in NYC – in partnership with Morgan Stanley as Diamond sponsor. This will be the biggest alternative data event within the investment industry.

We’ll have 500+ attendees; hundreds of data providers; and over 60 speakers from AllianceBernstein, Schonfeld, JP Morgan Asset Management, Point72 Asset Management, Grayscale, SkyBridge Capital, Advent International, Bain & Company, etc.

The regular ticket price is £2,500.00. However, we’ve arranged complimentary passes for our members who are VP level and above and are users of alternative data at investment organizations with >$1b AUM.  If you qualify, contact us with some background on you and your firm.

All others: Register here and get 25% off with code NeudataPEVC22.

Here are the top three reasons why we think you should attend:

• Learn how data can help you with deal sourcing, due-diligence and creating value across your portfolio companies
• Meet specialist vendors helping PE & VC firms expand your network
• Meet with hot tech companies ripe for prospective investment

Attendees can also take part in the AltDating programme, a networking opportunity matching buyers and vendors in 1-2-1 meetings.

Register here and get 25% off with code NeudataPEVC22

About Neudata

Fintech firm Neudata was founded in 2016 with a simple mission — to provide asset managers with unbiased intelligence on the alternative data sources that could help their investment processes.

Since then, we have grown to a team of 50 alternative data scouts, software developers, events professionals, account managers and journalists serving leading global organisations in London, New York and Shanghai.

Our SaaS platform combines cutting-edge software with our expert research analysis to find our investment management, private equity, venture capital and corporate clients the most relevant and useful datasets for each individual use case.

Sutton Capital’s 2nd Annual Allocator Summit is for Single Family Offices, Institutions, & Asset Managers, November 17 afternoon, in NYC.

Single family office speakers include Vadim Zhitomirsky, CFA (Seven Valleys, LLC); Johnny Hwin, Studio Management SFO; and Jane Chen, SFO. Institutional LP speakers include Erin Harkless Moore, Investments at Pivotal Ventures; Sarah Anderson, Vault Fund (FoF); and Sheryl Mejia, Stewart Asset Management (FoF).

Request an invitation at https://allocatorsummit2.splashthat.com/ .

I hope you will join Versatile VC and AltsTech November 3 in NYC at the DC Finance Global Family Office & High Net Worth Community conference. Among our speakers are:

Seth Masters, former CIO, AB ($500B AUM)
Alan Cheng, CFA, CIO, newly-launched single family office
Trammell Crow, Next Generation, Founder & Chairman of the Board, Earth X
David Sable, EX Global Chairman, Y&R
François de Gaspé Beaubien, Next Gen; Chairman, AquaAction
Sherry P. Witter, Co-Founder, and CIO, The Witter Family Office
Pierre duPont, Next Generation
Kelly Gage, Carlson Family Office

RSVP: https://nyc-wealth.com . Use registration code 93.

Join the East Coast LinkedIn group at: https://lnkd.in/eWfCR8j5

We hope you will join AltsTech at the , for COOs and CFOs from Private Equity, Private Credit, and Real Estate funds. We’re meeting November 1, 2022, at the Metropolitan Club, New York. This is complimentary for qualified attendees. 

We’ll cover topics such as how to grapple with high inflation and interest rates, implications of investor and SEC pressure on ESG, and dissecting regulatory governance. The speaker line-up boasts a combined AUM of over $1.2 trillion across all Private Markets asset classes, representing such firms as Angelo Gordon, Ares, Carlyle, General Atlantic, Man Group, Partners Group.

RSVP: