We believe that a first class agenda coupled with a first class speaking facility play a paramount role in delivering a first class audience of investors for our events. We are thankful to our partners who help us deliver on these first class educational and networking opportunities.
Charter Financial Publishing Network (CFPN)
CFPN, publishers of Financial Advisor Magazine, FA News, Private Wealth Magazine and Journal of Indexes delivers essential market information and strategies that advisors need to succeed in their increasingly complex environment. They focus on sophisticated planning and investment strategies to help advisors better serve their affluent clients, as well as practice management ideas to help advisors build their firms.
CFPN’s total audience exposure exceeds more than 300,000 investor names of which there are 105,000 qualified readers of its magazines, 16,000 Twitter followers, 25,000 + members of its Financial Advisor LinkedIn Group and more than 350,000 page views per month to its website.
DailyAlts
DailyAlts is the only website with a sole focus on liquid alternative investments. Our aim is to provide our readers (investment advisors, family offices, institutional investors, investment consultants and other industry professionals) with a centralized source for high quality news, research and other information on one of the most dynamic and fastest growing segments of the investment industry: liquid alternative investments.
The Deal
The Deal offers its’ readers the most comprehensive insight on potential and existing deals of all sizes. Their transaction information service, The Deal Pipeline, is used by leading firms worldwide and offers all of their proprietary research and reporting including a breaking news service (First Take); daily and weekly sector newsletters; a twice-daily report of the day’s top stories (The Daily Deal); a research center with over a decade’s worth of reporting and a database of over 117,000 deals; and an exclusive iPad app. Recently, The Deal has added the Activist Report to its’ suite of products. The Activist Report is an editorially-curated weekly report of the top stories and activist situations and features a proprietary “watch list” of potential targets.
The Expert Series
The Expert Series is an organization dedicated to bringing unparalleled insight through the eyes and voices of recognized experts to highly qualified audiences around the globe. One key to the differentiation of the Expert Series is the unique environment created for these events.
Expert Series events are rooted in academia and industry research and brought to life by practicing leaders who provide first-hand perspectives. All Expert Series events are carefully engineered to a measured audience size allowing for intimate and interactive examination of the targeted subject matter.
Institutional Investor
Institutional Investor is a leading international business to business publisher, focused primarily on international finance. It publishes magazines, newsletters and journals as well as research, directories, books and maps. It also runs conferences, seminars and training courses and is a provider of electronic business information through its capital market databases and emerging markets information service.
Lake Partners
Founded in 1989, Lake Partners has been involved in building and managing a wide variety of multi-strategy, multi-manager programs for a diverse client base which includes institutions such as banks, insurance companies, endowments, financial institutions, and funds of funds as well as private investors such as family offices, high net worth individuals, trusts, and private companies.
The firm has responsibilities for approximately $4.7 billion of consulting assets and $656 million of assets under management (as of 9/30/14). They are registered with the SEC as an investment adviser. The firm is also registered with the CFTC as a commodity trading advisor.
MLP Data
Developed to meet the investment needs of the principals, MLP Data is the first investor resource dedicated to providing transparency to the universe of energy related publicly traded MLPs and packaged products. The focus of the company is to expand the knowledge and investor interest in MLPs by providing high quality data, analytics and services to individual investors, registered investment advisors, money managers, and family offices by:
• Providing greater transparency, accuracy, and timeliness of data
• Maintaining independent and objective data collection and analysis
• Efficient processing of necessary partnership reporting requirements
National Association of Publicly Traded Partnerships (NAPTP)
Developed to meet the investment needs of the principals, MLP Data is the first investor resource dedicated to providing transparency to the universe of energy related publicly traded MLPs and packaged products. The focus of the company is to expand the knowledge and investor interest in MLPs by providing high quality data, analytics and services to individual investors, registered investment advisors, money managers, and family offices by:
• Providing greater transparency, accuracy, and timeliness of data
• Maintaining independent and objective data collection and analysis
• Efficient processing of necessary partnership reporting requirements