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For anyone interested in sitting for the March 2021 CAIA Charter exam, join us for the February study session focusing on Real Assets on Friday, February 19 at 3pm ET. Industry experts Heather Fernstrom Border and Jennifer Stevens, Alliance Global Advisors, will join us to review materials, answer questions, and offer advice. 

Topics Covered:
Natural resources other than land
Land as an alternative asset
Timberland and farmland as alternative assets
Valuation and volatility of real assets
Pricing and historic data analysis
Cognition, price indices, and biases in real estate values
Investing in commodities without futures
Cash flows of intellectual property
Term structure of forward prices on commodities
Infrastructure in the alternative investment space
Intellectual property
Liquid alternatives: real estate investment trusts (REITs)
Valuations and risks of real estate equity

RSVP today to reserve your spot.

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Canadian PE investors continue to pursue transactions despite COVID-19. Canadian private equity investment is up 33% in 2020 compared to 2019.

Join today’s leaders across asset classes like private equity, infrastructure, and energy on November 3 from 2-4PM ET for a virtual forum on the trends impacting Canada’s private markets. 

Speakers and panelists will include:
Carrie Aiken, Partner at Blake, Cassels & Graydon LLP
Olga Kary, Partner at Blake, Cassels & Graydon LLP
Geeta Sankappanavar, Founder and CEO of Akira Partners
Catherine Doyle, Partner at Blake, Cassels & Graydon LLP
Cheryl Grant, Director of Transactions at Grant Thornton Corporate Finance
Susan Tomaine, Partner at Blake, Cassels & Graydon LLP
Theresa Shutt, Chief Investment Officer at Fiera Private Debt
Senia Rapisarda, Managing Director at HarbourVest
Shannon Martin, Principal at Fulcrum Capital Partners
Ashley Dexter, Senior Vice President at Prudential Private Capital
Catherine Payne, Portfolio Manager at OPTrust
Ha Nguyen, Vice President at McRock Capital

RSVP today to reserve your spot.

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Did you know that “most studies still show a 60-70% failure rate for organizational change projects?” (Harvard Business Review, R. Ashkenas, April 2013). The failure rate is even higher for corporate innovation initiatives – some studies indicate up to 90%. Companies waste billions annually on failed innovation initiatives. 

Improving your organization’s success rate relative to peers results in significant competitive advantage and value creation for your shareholders. Join Elizabeth DeStephens, VP of Strategic Analytics at California Resources Corporation, on Wednesday, August 26 at 2PM ET for a free virtual workshop where we’ll explore real-life innovation booms and busts to help you improve your capability to identify, lead, and support innovation within your own organization and/or organizations in which you have an active financial interest.

Register today to reserve your spot.

Do you ever find yourself with a few minutes in between calls and meetings, wondering how to capitalize on these spare moments? Or perhaps you wrestle with a long to-do list and struggle to prioritize tasks each day? Join author and leadership coach Carson Tate on Wednesday, August 12 at 2PM ET as she walks us through an action list of items that will help you identify and maximize your unique energy needs to win each day.

Registration is $35. Space for this webinar is limited – register today to reserve your spot.

The struggle is real. Your suffering is optional. 

Join 100 working moms on Wednesday, August 5 at 2PM ET for a live virtual event featuring keynote Katherine Wintsch, founder of The Mom Complex and author of Slay Like a Mother, for a conversation around being a working mom and navigating “back-to-school” decisions today. Following the keynote presentation, the event will break into informal, closed-door “Home Room” sessions with ~10 other working parents with kids in your age group. 

2:00 PM: Welcome
2:05 PM: Keynote
2:30 PM: “Home Room” Breakouts 
3 PM: Closing Bell

Choose the Home Room of your choice: Babies & Toddlers, Pre-K & K, Elementary School, Middle School, High School, or College

Parents have never faced the challenges that are happening in this moment. Let’s come together to say the things we may be scared to say. We want you to know you’re not alone.

Register today to reserve your spot.

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Amidst an economic downturn and global pandemic, how are gas-rich energy companies pivoting their fundraising and governance strategies to meet consumer and investor demand? Join Megan Berge, Partner at Baker Botts, and Sharon Tomkins, Vice President of Sustainability at Sempra Energy on July 28 at 2PM ET as we explore how leaders in the energy transition are shaping the future.

Register today to reserve your spot.

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What lessons are leaders in the power and utility space learning amidst the pandemic? How has the world changed for providers of essential services? How are companies and investors thinking about ESG in this “new normal”? What does this mean for talent and the workforce?

Join Nora Duke, EVP, Sustainability & Chief Human Resource Officer at Fortis, and Roger Wood, Managing Director at Moelis & Company on July 21 at 2PM ET as we explore key trends in power and utilities, including the energy transition, the evolution of ESG, and the future of work.

Introduction by Jane Sadowsky, Senior Advisor at Moelis & Company.

Register today to reserve your spot.

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Restructurings, bankruptcies, and forced assets sales are inevitable for the oil and gas industry. How are lenders, investors, and operators maneuvering? Is capital available? What will the fall look like?

Join Callie Hamilton, Vice President at Prudential Private Capital, Hallie Ransone, Energy Group Director at Societe Generale Corporate and Investment Banking, Becky Roof, Managing Director at AlixPartners, and Brittany Sakowitz, Mergers & Acquisitions and Private Equity Partner at Vinson & Elkins, on Wednesday, July 15 at 3PM ET for a discussion on what’s next for the energy industry.

Register today to reserve your spot.

How are the Permian and other North American basins faring? What is happening internationally?

Join Gaye Lentz, Partner at Baker Botts, Vidisha Prasad, Managing Director of Adya Partners, Delvina Uka Oelkers, Advisor of Operations, Planning, and Technology at Montage Resources Corporation, and Morgan Kwan, Vice President of Intelligence at RS Energy Group, on July 8 at 3PM ET to hear perspectives across the basins from these seasoned energy executives as the world responds to a pandemic-induced market.

Register today to reserve your spot.

Student housing sounded like a recession-proof bet six months ago. Then the pandemic emptied campuses. What’s going to happen this fall, and how are investors, developers, and universities preparing themselves?

Join Julie Skolnicki, Senior Managing Director of University Partnerships at Greystar, Nicole Beach, Senior Vice President of Property Management Services at The Scion Group, Trisha Filippone, Vice President of Business Development at Suffolk Construction, and Laura Dietzel, Real Estate Partner at RSM, on Wednesday, June 24 at 2PM ET for a discussion on the outlook of student housing.

Register today to reserve your spot.

Join Elena Nadtotchi, Senior Credit Officer, Corporate Finance Group and the Moody’s team on Wednesday, June 17 at 2PM ET for a look at trends and forecasts in the Oil and Gas credit markets. We will explore key drivers of stress and instability, trade and supply chain tensions, corporate defaults, interest rates, and consumer demand in today’s volatile market.

Register today to reserve your spot.

All M&A deals require due diligence on a target company before closing a transaction. During a period of restricted travel, social distancing, regulatory change, and economic uncertainty, buyers will need to adjust the due diligence process. But how? How do processes and checklists need to adapt? How can sellers prepare for this new process?

Join Danielle DiPietra, Director of Operations Improvement, and Ekaterina Timaeva, Managing Director of Transaction Advisory Services, from Duff & Phelps on Thursday, May 28 at 11AM ET as they discuss how to adapt the operational due diligence process to keep M&A activity moving forward today.

Register today to reserve your spot.

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Are you lying awake worrying if your team is actually getting work done? Are you holding your team accountable, or just micro-managing them?

Join author and leadership coach Carson Tate next Wednesday, May 20 at 2PM ET as she walks us through what it means to be a B.R.A.V.E. leader. Carson will teach us how to avoid the communication missteps, accountability pitfalls, and motivation killers that can derail leadership in today’s virtual environment, where trust and connection are essential to productivity.

Registration is $35. Space for this webinar is limited – register today to reserve your spot.

For LPs, successfully managing an investment portfolio is challenging on a normal day. Factor in the COVID-19 crisis and the market volatility we’re experiencing, and risk management is even more critical as obstacles mount for both short- and long-term objectives.

LPs must be able to determine whether a firm’s governance and controls, costs and fees, technologies, and conflicts of interests are being evaluated and monitored. But what does the operational due process look like in this new normal of restricted travel, economic uncertainty, and ultra-compressed budgets? Some controls that were once acceptable, are no longer effective in an environment of extreme volatility, where risk management is essential.

Join us on Thursday, May 7 at 11AM ET when Rebecca Brei, Director of Operational Due Diligence at Aksia, will share best practices and answer some of the tough questions LPs are facing during this unprecedented time.

This event is open to institutional investors only.

Register today to reserve your spot.

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