The HFM US Allocator Summit has been curated specifically for allocators, advisors and researchers looking to gain expert advice and new opportunities from high calibre, strong performing fund managers. Here you can find out more about the Summit, what you will learn, who you will meet and why you should attend:

About the Summit

The HFM Allocator Intelligence Summit is a premier networking and education event designed specifically for allocators, investment consultants, advisors and analysts to meet best in class fund managers from across a range of strategy groups. 

Unlike other capital introduction events, the HFM Summit is a smaller, more intimate forum, where you can benefit from a highly bespoke program of meetings, networking and educational sessions, all carefully curated to meet your specific investment interests.

The Summit offers a host of networking opportunities, introducing you to managers through both structured and informal meetings, and allowing you to socialize with other allocators and advisors at the numerous coffee breaks, lunches, evening meals and drinks receptions.

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What will I learn

Summit rountable

The Summit will educate you on new investment opportunities that could help diversify and gain greater returns for your or your clients' portfolios.

This is done through roundtables, presentations and panel debates, as well as the one-to-one meetings.

Each day is structured around a number of key strategies, with delegates able to pick their sessions and build a bespoke program of educational content:

Day 1 - November 18

  • CTA
  • Global Macro
  • Real Estate

Day 2 - November 19

  • Credit
  • Long/Short Equity

The roundtables are led by fund managers specializing in that session's specific strategy, giving you the chance to put your questions to the experts, as well as share your experiences with other allocators and advisors. Each roundtable hosts a small number of delegates, to allow for open and honest debate that is shaped by what the allocators want to discuss

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What kind of allocators attend

Now in its fourth edition, the HFM Allocator Summit attracts a wide range of allocators and advisors, both from the US and internationally. The superb networking and social aspects of the event give you numerous opportunities to meet with your peers in a relaxed and informal setting.

Here is a sample of allocators and advisors who have attended the HFM Allocator Summits previously:*

1OAK Capital

Abbey Capital

Absolute Return Partners

AC Investment Management

Albourne America

Albourne Partners

Allenbridge Investment Solutions

Alpha Strategic

Capital Advisers

Alternative Investment Group

Alvine Capital

AM Global Family Investment Office

Arden Asset Management

Arena Wealth Management

Argenthal Private Capital

Attain Portfolio Advisors

Bank Julius Baer

Barclays Wealth & Investment Management

Beninvest & Associates

Bernard Levy & Company

bfinance

Blue Spruce Global Advisors

Boothbay Fund Management

Bridge Capital

Cambridge Associates

CI Investments

Cliffwater

Cross Shore Capital

Culross Global Management

Das Capital Group

Deutsche Private Bank

Dupasquier & Co

Eagles View

Edberg Family Office

Efficient Capital

Emerging Edge Group

Energy Alpha

Fieldpoint Private

Fusion Analytics Investment

Genspring Family Offices

Global Fund Exchange

GM Advisory Group

Goldman Sachs

Hedge Funds Investment Management

Hedge Harbor

Hilltop Fund Management

Horton Point

J.P. Morgan Private Bank

Landy Partners
LJ Athene Investment Advisors

Man Investments (FRM)

Capital Advisory Group

Mercer Investment Consulting

Mesirow Financial

Neuberger Berman

Oakmore Investment Partners

Orthogonal Partners

PAAMCO

Persimmon Capital Management

Pulse Capital

Redi & Partners

Revere Capital Advisors

Ritossa Family Office

RPM Risk & Portfolio Management

Sciens Alternative Investments

SEB Bank

Sigma Analysis & Management

Smith Funds

SSARIS Advisors

Stride Capital

Tages Capital

Teak Investment Management

Tradex Global Advisors

Tullis Management

University of Kentucky

* Based on sample registrations from US event (Dec 2014) and European event (Jan 2015).

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When and where

Garden City Hotel

The 2015 HFM US Allocator Intelligence Summit takes place at:

The Garden City Hotel
45 7th Street
Garden City
NY 11530
+1 516-747-3000

View location/ map >>

The hotel is conveniently situated next to Garden City station, with regular trains running from Pennsylvania Station NY (via Jamaica).

Event timings:

Wednesday November 18, 2015

9:00am

Arrival & registration 

9:30am

Manager and Investor Roundtables:
Stream 1 - CTA; Global Macro
Stream 2 - Real Estate

1:00pm

Lunch

2:00pm

Streams 1 and 2 continued

6:00pm

Private meetings using meetings planner 

7:00pm

Cocktail reception and guest speaker

7:30pm

Investor/manager dinner

Thursday November 19, 2015

9:00am

Registration and refreshments

10:00am

Event continues

Manager and Investor Roundtables:
Stream 3 - Credit
Stream 4 - Long/Short Equity             

1:00pm

Lunch

2:00pm

Streams 3 and 4 continued

6:00pm

End of event and day 2 


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My delegate package:

Summit lunch

Places at the Summit are complimentary for all allocators, analysts, fund researchers, investment advisors and consultants. Attendance is strictly by invitation only though. If you think you are eligible to attend, please contact j.jones@hfmweek.com to find out more. 

As a delegate, you will receive the following guest package:

  • Access to all educational content
  • Access to all networking and meetings
  • All meals and refreshments throughout
  • One night's accommodation (November 18) at the Garden City Hotel
  • Bespoke meetings service to help plan your manager meetings
  • Exclusive event app - all of the event information straight to your cell/ tablet

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How do I register

Attendance at the Summit is strictly by invitation only. If you think that you are eligible to attend and would like to find out more about becoming a delegate, please contact Jessica Jones at j.jones@hfmweek.com.

If you have received an invitation to attend, please register here to confirm your place.

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