We regularly offer educational events for our clients and prospective clients. Our annual client luncheons, held in New York City, focus on investment trends across global markets. We also offer quarterly WebEx conferences to present new position papers from our research staff or to discuss emergent trends and investment strategies of interest. Clients have found these events to be very informative; they have the opportunity to meet our asset class experts as well as quality guest speakers.
Upcoming speaking engagements
- Nov. 18, 2008—IMI Consultants Congress—New York, N.Y.
- April 26, 2009—Financial Research Associates Stars & Stripes National Public Employees' Retirement Funds Summit—Miami, Fla.
WebEx conferences
Recent WebEx topics included:
- Oct. 14, 2008—Hedge fund and fund of funds update (view streaming video)
- Oct. 2, 2008—Responsible Investing: history, trends, and challenges
- June 18, 2008—Target retirement date funds
- Jan. 29, 2008—2007 market review and 2008 outlook
- Sept. 25, 2007—The case for real assets in institutional portfolios
- June 12, 2007—Enhancing investment returns in a low-return environment
To receive a recording of one of our WebEx conferences, please contact your EAI consultant.
Client luncheons
Recent client luncheon topics included:
- Distressed debt opportunities, featuring a panel of private equity and hedge fund managers
- Portable alpha—from theory to implementation
- Hedge fund of funds and beyond
Recent speaking engagements
- P&I Liability Driven Investing Conference—New York, N.Y.
- The Pension Bridge Private Equity Exclusive—Chicago, Ill.
- IMI Endowments and Foundations Spring Forum—Longboat Key, Fla.
- Financial Research Associates Manager Search & Selection Forum—New York, N.Y.
- AIMSE/P&I 2nd Annual Hedge Fund Conference—New York, N.Y.
- IMN 2nd Annual Ohio Forum on Public Retirement—Columbus, Ohio
- PLANSPONSOR DB Summit—Washington, D.C.
- Institutional Investor Institute Consultants Roundtable—Chicago, Ill.
- 14th Annual MARHedge/Institutional Investor Global Hedge Fund Investing Summit—Bermuda
Contact your consultant for more information on future events.
EAI seeks a firm to manage a double-bottom line real estate fund of funds focused on value-added and opportunistic real estate strategies. The Fund will seek to generate market-rate returns, while helping to revitalize and provide economic opportunity to lower- and moderate-income areas in the U.S.
For more detail on this RFP, please contact Reid Smith, Director of Private Markets Research, at reid.smith@evaluationassociates.com.