Capital Allocators – Inside the Institutional Investment Industry

Ron Biscardi and Katie O'Reilly - Maximizing Value at Conferences (EP.425)

Jan 6, 2025

Ron Biscardi, CEO and founder of iConnections, joins Katie O'Reilly to discuss optimizing the conference experience. They highlight strategies for effective budgeting and maximizing value at industry events like Global Alts and Davos. The conversation emphasizes the importance of genuine relationship-building over immediate sales, as well as the evolving dynamics of fundraising, particularly in regions like the Middle East. Additionally, they share insights on defining success metrics and forming valuable partnerships for future conferences.

25:30

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Ron Biscardi

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Quick takeaways

Focusing on relationship building rather than selling at conferences fosters genuine connections that can lead to future investment opportunities.

Developing a clear strategy to evaluate events based on specific criteria is crucial for maximizing networking and branding opportunities during conferences.

Deep dives

Importance of Building Relationships at Conferences

Attending industry conferences is most effective when approached with the mindset of relationship building rather than aggressive selling. Establishing genuine connections can lead to future opportunities as many investment transactions have long sales cycles, sometimes spanning years. Individuals should prioritize making friends and supporting their peers, fostering a friendly atmosphere rather than a transactional one. By focusing on relationship dynamics, professionals can enhance their networking experiences and ultimately increase their chances of success in securing investments.

Intro

3min

Maximizing Conference Value and Strategies for Success

2min

Exciting Job Opportunity in Business Development

2min

Maximizing Conference Value for Asset Managers

19min

Maximizing Conference Value with Strategic Planning and Partnerships

3min

The beginning of a new year brings with it time for reflection and the renewal of rituals. We reflect on our personal and professional lives, set goals for the coming year, and start sprinting towards those goals – hopefully with enough time to calibrate our personal GPS.

One part of the ritualistic sprint is conference season. Industry leaders gather at Davos for the World Economic Forum and Miami for iConnections Global Alts in January, in Beverly Hills for Milken in May, in Sun Valley for Allen & Company in the summer, and at many locations throughout the year.

We’ll be doing the same at our Capital Allocators CIO Summit in April, Senior Decision Makers Summit in June, Capital Allocators University in July, and Small and Emerging Manager Summit in September.

So as you get ready to leave the starting blocks, it’s a good time to pause and think about how to optimize your time and budget at industry events. At Capital Allocators University in December, Hank hosted a panel with Ron Biscardi and Katie O’Reilly to discuss how to think about, plan, and maximize your time and value at conferences.

Today’s show shares their panel discussion from Capital Allocators University.

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