Key Takeaways
- • Opalesque's Capital Growth Summit 2027 runs as a free, live online event from 11 to 14 January 2027, with twelve speakers across four 60-minute morning sessions (10:00 to 13:00 ET daily).
- • The summit is framed around the institutional screening funnel, where a search may start with roughly 500 managers and only one is funded, according to Opalesque for New Managers.
- • Speakers include Francois-Serge Lhabitant of Kedge Capital (over $5 billion invested in hedge funds for the Bertarelli family) and Don Steinbrugge of Agecroft Partners, covering allocator screening and elimination stages.
- • An optional VIP Pass at $99 provides unlimited replays of all twelve sessions, full transcripts, one-page checklists and CPD/CPT certificates.
- • Sessions are timed to precede Davos and iConnections Global Alts Miami, aligning with mid-January allocator pacing decisions.
Summary
Opalesque for New Managers, through writer Matthias Knab, is promoting the Capital Growth Summit 2027, a live online event presented by Opalesque from 11 to 14 January 2027. The article states that an institutional search may begin with roughly 500 managers, with one ultimately funded, and that most candidates are eliminated before their materials are read. The summit is designed to explain how fund managers are screened, met, funded and promoted, with twelve speakers including allocators, capital raisers, launch and branding specialists and an editor.
The programme is organised by day. Monday, 11 January covers the allocator's perspective, featuring Francois-Serge Lhabitant, CEO and CIO of Kedge Capital, on selecting hedge funds in a passive and AI-driven market; Don Steinbrugge, CFA, of Agecroft Partners, on the institutional elimination process from quantitative screening through due diligence; and Lucy Meiland of After Yellow, who raised $4.7bn for hedge fund strategies over ten years, on how allocator preference is often formed before the first meeting. Tuesday, 12 January addresses firm-building, including key-person and succession risk, how allocators use AI tools such as ChatGPT, Gemini and Claude when researching managers (presented by Tilo Bonow of PIABO), and the structural choices between standalone funds and hosted platforms (presented by Clayton Heijman of Privium Fund Management).
Wednesday, 13 January focuses on relationship-building, including early-raise conversion rates from Claudia Quintela, CFA, of Vibe Advisors, pitch preparation from Benjamin Ball, and a family office approach from Danielle Patterson of ISS Market Intelligence. Thursday, 14 January covers visibility and measurement, with sessions from Dana Tonkin of BasisPoint Group, Opalesque founder Matthias Knab, and Paul Das of ProFundCom on linking marketing activity to allocation outcomes.
Registration is free per session, with an optional $99 VIP Pass for replays and materials. The article is promotional in nature and does not report on fund flows, allocations or performance results.
The programme is organised by day. Monday, 11 January covers the allocator's perspective, featuring Francois-Serge Lhabitant, CEO and CIO of Kedge Capital, on selecting hedge funds in a passive and AI-driven market; Don Steinbrugge, CFA, of Agecroft Partners, on the institutional elimination process from quantitative screening through due diligence; and Lucy Meiland of After Yellow, who raised $4.7bn for hedge fund strategies over ten years, on how allocator preference is often formed before the first meeting. Tuesday, 12 January addresses firm-building, including key-person and succession risk, how allocators use AI tools such as ChatGPT, Gemini and Claude when researching managers (presented by Tilo Bonow of PIABO), and the structural choices between standalone funds and hosted platforms (presented by Clayton Heijman of Privium Fund Management).
Wednesday, 13 January focuses on relationship-building, including early-raise conversion rates from Claudia Quintela, CFA, of Vibe Advisors, pitch preparation from Benjamin Ball, and a family office approach from Danielle Patterson of ISS Market Intelligence. Thursday, 14 January covers visibility and measurement, with sessions from Dana Tonkin of BasisPoint Group, Opalesque founder Matthias Knab, and Paul Das of ProFundCom on linking marketing activity to allocation outcomes.
Registration is free per session, with an optional $99 VIP Pass for replays and materials. The article is promotional in nature and does not report on fund flows, allocations or performance results.
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