Partnerships
Build connections with exclusive, year-round access.
Partner with us
Develop long-lasting relationships in an exclusive environment
The Partnerships are 12-month memberships that bring allocators, consultants, and asset managers together at a series of small, high-level events called Retreats.
Partnership Retreats offer a unique balance between highly curated, industry-leading investment content and special experiential networking activities in which to cultivate meaningful and long-lasting relationships.
Developed by a team with decades of combined experience addressing the evolving needs of the asset management industry, the Partnerships provide its members with access and engagement to the right people, at the right time, in the right setting.
The Partnerships offer education and access to thought leaders and practitioners in both the Institutional and the Private Wealth channels through five distinct memberships:
usa
The U.S. Institutional Partnership
Thoughtful and innovative in their design, the U.S. Partnership brings senior members of asset management business development teams together with 300+ senior decision-makers from preeminent institutional organizations and consultants at four annual Retreats. Our programs are designed with cutting-edge investment content at the core, but also with the belief that experiences – and not just shoulder-to-shoulder stadium seating in hotel ballrooms – are the key to forging lasting relationships with clients and prospects.
Recognizing that it’s more effective and efficient to build relationships in smaller, targeted groups, we limit the number of asset managers that can participate in the Partnership. As a result, our Retreats offer an especially attractive ratio between institutions and managers.
usa
The Partnership - Wealth
For many asset managers, the greatest single alternative investment fundraising opportunity of the next five years lies squarely in one space: private wealth. It is, however, a space that many institutionally-focused managers find infuriatingly difficult to navigate, access, and succeed in.
The Wealth Partnership brings senior members of asset management business development teams together with senior decision makers (CIOs and heads of Research and Manager Selection) from large, institutionally-minded RIAs, MFOs and consultants in the private wealth space at three annual Retreats.
middle east
The Partnership – Next Generation
For asset management distribution professionals, few regions are currently as essential – and, at the same time, as difficult to navigate – as the Middle East. The Partnership is here to help.
We’ve curated our programme after spending time with investors across the region, taking their advice and guidance on format, agenda and topics with each day delivering a blend of investment content, Partnership activities to break the ice, and meaningful networking.
Through participation at three annual Retreats throughout the region (covering Abu Dhabi, Dubai and Riyadh) you will be connected with senior-level decision-makers from pre-eminent institutions, family offices and sovereign wealth funds. The one-day Retreats will offer a perfect balance of content plus activity-based networking activities.
middle east
The Partnership
For asset management distribution professionals, few regions are currently as essential – and, at the same time, as difficult to navigate – as the Middle East. The Partnership is here to help.
We’ve curated our programme after spending time with investors across the region, taking their advice and guidance on format, agenda and topics with each day delivering a blend of investment content, Partnership activities to break the ice, and meaningful networking.
Through participation at three annual Retreats throughout the region (covering Abu Dhabi, Dubai and Riyadh) you will be connected with senior-level decision-makers from pre-eminent institutions, family offices and sovereign wealth funds. The one-day Retreats will offer a perfect balance of content plus activity-based networking activities.
europe
The Partnership
One continent, many nuances: the European fundraising landscape, as always, remains a complex mix of regulations, languages, personalities, and portfolio constructs. The Partnerships are here to help you navigate it by bringing together senior allocators and advisers across Europe, including pension funds, insurance firms, consultants and family offices.
In the spirit of the Partnership model, our focus is on quality and relevance of attendees so you can expect an intimate gathering of qualified investors who are part of the due diligence and research process.
Over the course of three annual Retreats (covering Benelux, DACH and the Nordics) as a member, your firm will have access to keynote sessions, tailored breakouts, and experiential networking, allowing you to develop new and deeper relationships with like minded stakeholders and walk away with tangible action points for your portfolio. Each Retreat has been curated following in-depth research, allowing us to deliver topical content using our understanding of the market challenges faced by allocators.
