Join Citrin Cooperman, AIMA, Marex, and STP Investment Services for an evening with Family Office and Institutional Investors. Get insight into what allocators are thinking about the emerging manager capital allocation process and how to engage with them properly.

This event also features a hands-on Investor Positioning Workshop led by Kelly Lyons, founder of the fundraising advisory firm Lyonshare. The session will cover best practices for building a compelling investor deck and pitch. This interactive presentation is designed to help fund managers refine their narrative and positioning, offering practical tips and guidance for effectively telling their story to potential investors.

Agenda:

3:00 – 3:30 PM | Registration & Networking

3:30 – 4:00 PM | Investor Positioning Workshop with Kelly Lyons

4:00 – 4:40 PM | Allocator Panel Discussion

Speakers:

• Jeffrey Chin, Senior Investment Analyst, The Observatory
• Lindsey Rubenstein, Family Office
• John Service, Director – Capital Introduction, Marex
• Joe Mizzoni, Senior Investment Manager, Aberdeen Investments

4:40 – 6:30 PM | Cocktail & Networking Reception

Register for this event through AIMA's website below: