Registration is now open. Please select one of the following attendee categories to start your registration.

Alternative 40 Act Fund One-on-One Meeting Package

PRICING

$4000 for 40 Act Fund Package

Package includes two attendee passes and one Meeting Suite

Single attendee passes without a Meeting Suite are not available to 40 Act Funds

ATTENDANCE

One-on-One meetings with Investor/RIA

Attend panel discussions with leading industry speakers discussing trends that are shaping the Liquid Alternatives Landscape.

Access to all Summit cocktail events and meals

Complimentary Wi-Fi on site

MEETING MANAGEMENT

Access to the online scheduling system to pre-arrange meetings

Access to on-site scheduling mobile application (Iphone and Android)

Alternative 40 Act Fund Registration Modify Existing Registration »

Hedge Fund Attendee

PRICING

$2000 for single attendee pass

ATTENDANCE

Attend panel discussions with leading industry speakers discussing trends that are shaping the Liquid Alternatives Landscape.

Access to all Summit cocktail events and meals

Complimentary Wi-Fi on site

Hedge Fund Attendee Registration Modify Existing Registration »

Investor / RIA

PRICING

Complimentary registration for qualified Investors

$250 for Registered Investment Advisor (RIA)

ATTENDANCE

One-on-One meetings with 40 Act Funds

Attend panel discussions with leading industry speakers discussing trends that are shaping the Liquid Alternatives Landscape.

Access to all Summit cocktail events and meals

Complimentary Wi-Fi on site

MEETING MANAGEMENT

Access to the online scheduling system to pre-arrange meetings

Access to on-site scheduling mobile application (Iphone and Android)

Investor / RIA Registration Modify Existing Registration »

Service Provider

PRICING

$3500 for single Service Provider attendee pass

ATTENDANCE

Attend panel discussions with leading industry speakers discussing trends that are shaping the Liquid Alternatives Landscape.

Access to all Summit cocktail events and meals

Complimentary Wi-Fi on site

MEETING MANAGEMENT

Access to the online scheduling system to pre-arrange meetings

Access to on-site scheduling mobile application (Iphone and Android)

Service Provider Registration Modify Existing Registration »

CONTEXT SUMMITS
Liquid Alternatives

Las Vegas 2014
October 14-16, 2014
The Cosmopolitan
of Las Vegas

About the Summit

Context Summits will host the preeminent RIA conference on Liquid Alternatives in Las Vegas, October 14th - 16th, at The Cosmopolitan Hotel. Context Summits is the pioneer in providing premier one-on-one investor conferences in the alternative asset management industry. We bring together fund managers, investors, and other leading industry professionals, providing them with a platform to build productive and meaningful relationships. This summit creates focused, efficient, and productive networking opportunities through one-on-one meetings and provides top-tier industry content.

Outlined Agenda

*Please note that agenda may be subject to change

Tuesday October 14, 2014

5pm-6pmSpeaker Cocktail Reception
6pm-8pmOpening Cocktail Reception

Wednesday October 15, 2014

8:30Breakfast
9:00Welcoming Remarks
9:15Keynote Address
10:00Liquid Alternatives: 2014 and Beyond

An overview of the trends shaping the Liquid Alternatives Landscape and what RIA’s need to know now to prepare for the future.

10:45Coffee Break
11:15Early Adopter of Alternatives

RIA’s with extensive experience using alternatives share their views and insights on liquid alternatives.

12:00Lunch with Featured Speaker
1:30-5:001-on-1 Manager/Investor Meetings

Investors and leading alternative ‘40 Act funds meet for 30 minute prescheduled 1-on-1 meetings. RIA’s have the unique opportunity to perform their own due diligence amongst various strategies by meeting 1-on-1 with Portfolio Managers.

1:30Top Due Diligence Questions RIA's Should be Asking and That Managers Should be Prepared to Answer

RIA's will learn the right questions to ask when looking at liquid alternatives that will differentiate them from their peers. Managers will gain knowledge on what to expect and be prepared to respond effectively.

2:15Regulatory Outlook for Liquid Alternatives and the Impact on RIA’s

There are many lingering questions on future regulation within Liquid Alternatives Landscape. Regulatory experts will talk about what to expect and how to be prepared.

3:00Coffee Break
3:30Alternative Fixed Income Funds in a Rising Interest Environment – Is This a Safe Harbor?
4:15Implementing an Alternative ETF Strategy

An in-depth look into implementing Alternative ETF’s into your clients portfolio.

5:00Pool Area Cocktail Reception

Thursday October 16, 2014

8:00Breakfast
8:30Welcoming Remarks
8:40Keynote Address
9:15When is Too Little or Too Much Diversification a Bad Thing?

What is the right number of liquid alternatives to have in client portfolios?

10:00Liquidity and Pricing Issues in Alternative ‘40 Act Funds.
10:45Coffee Break
11:15Managing Longevity Risk and Volatility

Solving the retirement income dilemma.

12:00Lunch with Featured Speaker
1:30-5:001-on-1 Manager/Investor Meetings

Investors and leading alternative ‘40 Act funds meet for 30 minute prescheduled 1-on-1 meetings. RIA’s have the unique opportunity to perform their own due diligence amongst various strategies by meeting 1-on-1 with Portfolio Managers.

1:30Structuring an Alternative ‘40 Act Fund

Industry experts provide a roadmap for launching an Alternative 40 Act product.

2:15Legal & Tax Considerations to Launching a ‘40 Act
3:00Coffee Break
3:30Understanding the Distribution Channels

Launching an Alternative 40 Act Fund? Readying yourself for launch and understanding how to successfully present your product to Prospects.

4:15Marketing 101 – What You Must Know Before Launching

For speaking opportunities, please contact us at help@contextsummits.com or 908-379-3900.



Why Attend

Participate in unparalleled one-on-one prescheduled meetings between portfolio managers from leading alternative '40 Act funds and RIA's.

Cutting edge panels will feature leading industry speakers discussing trends that are shaping the Liquid Alternatives Landscape.

RIA's can perform their own due diligence through one-on-one meetings with portfolio managers from leading alternative '40 Act funds.

Learn and understand the process of establishing an Alternative '40 Act fund.

Fund Managers will discover how to better market & communicate Liquid Alternatives to their clients.

Fund Managers will have the ability to broaden relationships with RIA's.

Explore best practices for distribution.

Network with the industry's top professionals.

Sponsors

For Sponsorship Opportunities please email sponsorship@contextsummits.com



Premier Sponsors

Supporting Sponsors

Media Partners

Associations






When & Where

The Context Summits Liquid Alternatives will be hosted at The Cosmopolitan of Las Vegas
on October 14th - October 16th, 2014.

The Cosmopolitan of Las Vegas
3708 S Las Vegas Blvd
Las Vegas, NV 89109


Accommodations

Accommodation details will be released shortly.

Contact

You can either contact us at help@contextsummits.com or 908-379-3900.

For sponsorship opportunities please email: sponsorships@contextsummits.com

For speaking opportunities, please contact us at help@contextsummits.com or 908-379-3900.

Mailing List

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Frequently Asked Questions

Meeting Suites

What is a meeting suite?
A Meeting Suite is a semi-private meeting space, built with pipe and drape, where managers host their One-on-One meetings with investors. Each Meeting Suite is an 8’ x 8’ (2.5 meter x 2.5 meter) space which is closed on three sides and open on the fourth side. Please refer to the image below for an example of an Meeting Suite.

What is included in a fund manager’s Meeting Suite purchase?
Each standard Meeting Suite is equipped with a 36” seated cocktail table and four chairs. Wi-Fi will also be provided with the Meeting Suite purchase. The name of the fund will be prominently displayed. Each Meeting Suite purchase includes two attendee passes. Additional attendee passes can be purchased for $2,500 per pass.

How do I pay for a Meeting Suite?
Meeting Suites are purchased during the manager registration process. The preferred method of payment is credit card. We accept American Express, Discover, Mastercard, Visa, and Diner’s Club.

 

Please note that this is an example; the actual Meeting Suite may differ slightly in appearance.


Hotel

What hotel accommodations are available for guests?
We are in the process of reserving block of rooms. Details to follow in the coming months.


Event Format

What is the format of the Liquid Alternative Summits?
The format of the Liquid Alternative Summits is One-on-One prescheduled meetings between fund managers, investors and service providers. Managers purchase a Meeting Suite (semi-private meeting space) and are able to sit down with investors for a series of One-on-One meetings.

How long is each One-on-One meeting?
Each meeting is 30 minutes long.

What is the dress code?
The dress code is business casual. Men generally wear blazers and slacks or suits. Women typically wear business suits or dresses.


Travel

What are the closest airports to the Liquid Alternative Summits?
McCarran International Airport (LAS).