How to get the most out of Conferences

It’s that time of the year where most funds are evaluating budgets for the next year. We are a big proponent of traditional methods of marketing that drive results on investment. One area I want to focus on is conferences / smaller events.


Conferences are a great way to network and build relationships but they tend to be very expensive and time-consuming. In the last few weeks, we have had numerous conversations with funds about conferences. Here are some observations.



Keyways to maximize event ROI:

  • Especially for larger conferences, understand the audience, and/or try to set up meetings before the event.

  • Talk to as many people as you can and follow up right away. Make sure the follow-up message is customized and relevant to the investor.

  • Connect via social media during and after the event.


Biggest mistakes we see made:

  • Spending money and time on conferences with the wrong audience. I have seen funds under $25M in AUM attending conferences with only big institutional investors.

  • Assuming that signing up for a conference is all you need to do to drive results.


Some things to consider in evaluating an event:

  • Audience – Are the same people attending year after year?

  • What is the quality of attendees – Are there too many service providers? Are decision-makers in attendance?

  • Are there enough opportunities to network at the event?

  • How many meetings do you think you can generate at the event? Is the cost per potential meeting too high?

  • Are you making direct connections that make a difference?

  • Is the time spent at the event worth it for you to attend?


Some key figures and metrics to consider:

  • Total cost (event, travel, time).

  • Cost per contact (e.g. measure by # of business cards).

  • Cost per meeting and corresponding conversion rate.

  • How much of your time was needed to convert into a meeting? Make sure to factor in both attending the event plus time to convert to a meeting into the cost.

  • Cost per investor and corresponding conversion rate.


Only attend if the event is relevant and the audience is right for your fund.



About PrimeAlpha:


PrimeAlpha is today’s leading technology platform for alternative investment opportunities based in New York City and was founded in 2015. We generate connections and help investors discover differentiated opportunities.


PrimeAlpha was developed by industry practitioners as a cutting-edge technology platform to help managers and investors discover and network. Like many great solutions, PrimeAlpha was born from the pain points faced by both managers and allocators in the investment life-cycle and marketing and IR process. Today, PrimeAlpha optimizes ROI-driven solutions emphasizing engagement and efficiency through a technology-enabled yet high-touch platform.


If you want to learn more reach out to us at info@primealpha.com.


How we help Managers | How we help Investors

Important Disclaimers
This article (the “Article”) is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to purchase any investment or any securities. This Article does not constitute investment advice and is not intended to be relied upon as the basis for an investment decision, and is not, and should not be assumed to be, complete. Readers should make their own investigations and evaluations of the information contained herein. The information contained herein does not take into account the particular investment objectives or financial circumstances of any specific person or entity who may receive it. Each reader should consult its own attorney, business adviser and tax adviser as to legal, business, tax and related matters concerning the information contained herein.  Except where otherwise indicated herein, the information provided herein is based on matters as they exist as of the date of preparation and not as of any future date and will not be updated or otherwise revised to reflect information that subsequently becomes available, or circumstances existing or changes occurring after the date of preparation. Certain information contained in this Article constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,”  “target,” “project,” “estimate,” “intend,” “continue” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements. Readers should not rely on these forward-looking statements.  Certain information reflects subjective determinations which may prove to be incorrect. There can be no assurance that the estimates or projections will be accurate or that historical trends will continue. In considering the prior performance information contained herein, readers should bear in mind past performance is not necessarily indicative of future results. All rights reserved. The material may not be reproduced or distributed, in whole or in part, without the prior written permission of PrimeAlpha LLC. 

+1 (212) 960-3316

  • LinkedIn Social Icon

Follow us on LinkedIn

Copyright © 2021, PrimeAlpha, LLC