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Institutional Investor 101

Team Intern 2013
by

Mia Sinatro

on 3 July 2013

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Transcript of Institutional Investor 101

8th Floor:
7th Floor:
II Conferences & Finance
ADVANTAGES FOR ASSET MANAGERS
Institutional Investor 101
Team Intern 2013
Newsletters
Institutional Investor Magazine
First Issue: 1967
Editor: Michael Peltz
Audience:

Coverage:

Institutional Investor Magazine
First Issue: 1976
Editor: Tom Buerkle
Audience:
*25,000 readers
Institutional Investor Magazine
Alpha Edition
Founded: 2004
Editor: Michael Peltz
Audience:
HISTORY
Institutional Investors,
Financiers & Executives
*90,000 readers
Market Information
CEO Profiles
Corporate News
Rankings
Bench Marks
Institutional investors in
Europe and Asia;
U.S. Investors in the global market place.

Hedge Funds and Hedge Fund Managers
Intelligence Division
Compliance
Derivatives
Foundation & Endowment
Fund Industry
Real Estate Finance
Money Management
Power
Securitization
Journals
Journals
Trading
Derivatives
Alternative Investments
Fixed income
Private Equity
Portfolio Management
Investing
Index Investing
Structured Finance
Wealth Management
Memberships
U.S. Edition
International Edition
International Distribution
U.S. Distribution
*12
II ONLINE

1. Investor Intelligence Network


2. Manager Intelligence Network
INVESTOR
INTELLIGENCE
NETWORK
Private, online community for Institutional Investors
Between 1500 - 1600 members
Launched in November 2010
Represents 850 institutions in 78 countries
Membership is free and by invitation only
Rich Blake is the content director of IIN
Manager Intelligence Network
Launched in January, 2012
Platform for Asset Managers to interact, discuss, and ask each other questions
Close to 1500 members - each firm gets four spots
It is a free enhancement to existing memberships, and non-members can pay to sign up
IIN < -- > MIN
Enhancement to the MIN service launched in August, 2012
Allows members on the IIN website to post RFI's (Requests for information) on the MIN website
This allows Asset Managers to access mandates posted worldwide
Since 2012, there have been 36 RFI's posted by AO's, all of which got active follow through
ADVANTAGES FOR ASSET OWNERS
Gives direct access to 100s of investment managers around the world

Liberates AO's from the limitations of consultant buy lists

You can search anonymously so you don't have to deal with spam calls

COST EFFICIENT: the service is free to AO's, saving them thousands of dollars on consultant searches
They can see and compete for mandates even if they are not on consultant buy lists

Single-point access to mandates posted worldwide

They save time: the standard reply form is short and simple

COST EFFICIENT: You pay a small fee per reply
STEP 5
STEP 4
STEP 6
STEP 3
STEP 2
STEP 1
FORUMS
IDEA SPARKS
ADVISORY BOARD
INVESTOR RELATIONS
THE "SHELL"
SALES
LOGISTICS
STEP 7
PRE- CON
FORUM HAPPENS
STEP 8
POST-CON
OVERVIEW
FUN FACT:
KEYNOTE SPEAKER
&
Mandarin Oriental
NYC
*THE MAGIC 8*
TRAINING PROGRAMS
SPECIAL EVENTS
11th Annual Hedge Fund Awards
II is committed to fostering new talent and creating opportunities for bright young minds

- The summer internship program
- The Mount Batton program
- The graduate trainee program

3rd Annual Delivering Alpha
6th Floor:
Research & IT
Editorial
FRESH EXCLUSIVE NEWS

$5,000
MARKETING MEMBERSHIPS
PEER TO PEER
MEMBERSHIPS
OVERVIEW
productive networking
offer potential solutions
STEVE OLSON
2x a month
book signing

highly interactive
NOT teach & learn
openly & candidly
NO PRESS & no overt marketing
Kip Miller/IR
money managers & investors together
peer to peer vs. marketing
investor vs. money managers
$4B
memberships
1970
2006
2004
2011
Full transcript