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our speakers
Speaker photo
Ramon Tol
Fund Manager Equities
Blue Sky Group
Speaker photo
Jerry Davis
Chairman,
Board of Trustees / CEO
New Orleans Employees’
Retirement System
Speaker photo
Milbrey “Casey” Jones
Trustee
Marin County Employees Retirement Assn
Speaker photo
Gerald Garrett
Trustee
Oklahoma Firefighters
Pension & Retirement
System
Speaker photo
Sabrina Callin
Executive Vice President
PIMCO 

The largest gathering of 130/30 investors in the USA!
If 130/30 funds are driving your business you can't afford to miss this event

In 2008 the US market expects a wave of asset managers to begin offering 130/30 portfolios, as the gap between traditional managers and hedge funds continues to narrow. 

A substantial number of investors have authorized or are considering 130/30 strategies with $75 billion already invested. Conservative estimates suggest that 130/30 market could reach $2 trillion by 2011. This is no passing fad.

For delegates
Investing in 130/30 Funds USA is built around your challenges with a program designed to answer your most pressing needs. By attending Investing in 130/30 Funds USA you will take back real ideas that can change your business.
 
Investors
  • Plug the gap forming between your investment return objectives and the returns available in today’s low yield environment
  • Increase your yield enhancement without altering your equity allocation
  • Develop higher risk adjusted returns
Investment managers
  • As a long-only manager extend your product range to maintain management of your client’s assets
  • Generate higher fees from an enhanced product offering 
  • Retain talented staff with enhanced products and compensation 
Investing in 130/30 Funds USA will deliver the latest intelligence on this rapidly evolving field. It will feature case studies from leading pension plans, assess new fund strategies, and offer practical tips on implementation. 

» Find out more
» Reserve your seat now
 

 


 
 
   
  Get answers to your most pressing questions in an intimate atmosphere.
 

Event highlights
Pre-conference workshop:
Tuesday, November 18th
'Raising capital for and marketing 130/30 funds '

Conference day one:
Wednesday, November 19th

  • THE CONVERGENCE OF THE TRADITIONAL AND ALTERNATIVE FUNDS INDUSTRY
  • THE TIPPING POINT – 130/30 PREPARES FOR TAKEOFF
  • WHY WE INVEST IN 130/30 FUNDS
  • GATEKEEPERS: INVESTOR CONSULTANTS VIEW ON 130/30

Conference day two:
Thursday, November 20th

  • 130/30 FUNDS IN VOLATILE MARKETS
  • BEHIND THE VEIL: UNDERSTANDING THE WORKING PARTS OF A 130/30 FUND
  • THE FUTURE OF 130/30
  • LIFE BEYOND EQUITIES

» Find out more
» Reserve your seat now

 

 
 
exhibitor
 

sponsorship opportunities
Looking to grow your business?
 
There are limited sponsorship opportunities available for companies who wish to position themselves at the forefront of the American 130/30 funds industry.
 
 
Target your market!
 
For details contact
Matthew Williams
conference details
Pre-conference workshop:
November 18th, 8:30am - 4:00pm
 
Conference:
Day 1
November 19th, 9am - 5:30pm
Day 2
November 20th, 9am - 5:30pm 
Register online now
or call +1 212 379 6320
 
past sponsors include