Citywire Professional Buyer, Los Angeles Due Diligence Retreat 2026

Join Citywire in SoCal October 21-22 as we return to Four Seasons in Beverly Hills for our Los Angeles Due Diligence Retreat!

Attendees will connect with dozens of their manager research peers from across the country while hearing from 10 fund managers in our trademark small-group due diligence sessions.

The event also features two keynote speakers, a panel composed of leaders in due diligence, and an awards ceremony for the winners named in our Rising Stars 2026 report!

This event is free to attend, with Citywire covering travel and two nights’ accommodation at the Four Seasons.

Is this right for me?

This event is designed for members of the manager research and due diligence community. In particular, it’s geared towards those who pick funds for recommended lists and models.

How do I sign up?

Please register by following the prompt on this page. If you have any questions about registration, please contact Ashley Lowe McConnell at alowe@citywireusa.com or Joe Leutz at jleutz@citywireusa.com

 

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Tactical, intimate meetings

Gain market insights through direct conversations with leading fund managers.

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Peer-to-peer networking

Connect with fellow CIOs and RIA leaders to exchange strategies and challenges.

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Game-changing insights

Explore practical solutions for compliance, fees, tech adoption and portfolio design.

Workshops

AGF Investments
Brown Advisory
Capital Group
Federated Hermes
Invesco
Payden&Rygel
SS&C
Thornburg
Tortoise Capital
Twenty Four Asset Manangement
UBS
VanEck

Workshops

AGF Investments
Brown Advisory
Capital Group
Federated Hermes
Invesco
Payden&Rygel
SS&C
Thornburg
Tortoise Capital
Twenty Four Asset Manangement
UBS
VanEck

AGF Investments

Company Profile:

About AGF Investments 
AGF Investments is a group of wholly owned subsidiaries of AGF Management Limited, a Canadian reporting issuer. The subsidiaries included in AGF Investments are AGF Investments Inc. (AGFI), AGF Investments LLC (AGFUS) and AGF International Advisors Company Limited (AGFIA). The term AGF Investments may refer to one or more of these subsidiaries or to all of them jointly. This term is used for convenience and does not precisely describe any of the separate companies, each of which manages its own affairs. 
 AGF Investments entities only provide investment advisory services or offers investment funds in the jurisdiction where such firm and/or product is registered or authorized to provide such services. 
 
AGF Investments Inc. is a wholly-owned subsidiary of AGF Management Limited and conducts the management and advisory of mutual funds in Canada. 

AGF Investments
Brown Advisory
Capital Group
Federated Hermes
Invesco
Payden&Rygel
SS&C
Thornburg
Tortoise Capital
Twenty Four Asset Manangement
UBS
VanEck

Brown Advisory

AGF Investments
Brown Advisory
Capital Group
Federated Hermes
Invesco
Payden&Rygel
SS&C
Thornburg
Tortoise Capital
Twenty Four Asset Manangement
UBS
VanEck

Capital Group

AGF Investments
Brown Advisory
Capital Group
Federated Hermes
Invesco
Payden&Rygel
SS&C
Thornburg
Tortoise Capital
Twenty Four Asset Manangement
UBS
VanEck

Federated Hermes

AGF Investments
Brown Advisory
Capital Group
Federated Hermes
Invesco
Payden&Rygel
SS&C
Thornburg
Tortoise Capital
Twenty Four Asset Manangement
UBS
VanEck

Invesco

AGF Investments
Brown Advisory
Capital Group
Federated Hermes
Invesco
Payden&Rygel
SS&C
Thornburg
Tortoise Capital
Twenty Four Asset Manangement
UBS
VanEck

Payden&Rygel

AGF Investments
Brown Advisory
Capital Group
Federated Hermes
Invesco
Payden&Rygel
SS&C
Thornburg
Tortoise Capital
Twenty Four Asset Manangement
UBS
VanEck

SS&C

AGF Investments
Brown Advisory
Capital Group
Federated Hermes
Invesco
Payden&Rygel
SS&C
Thornburg
Tortoise Capital
Twenty Four Asset Manangement
UBS
VanEck

Thornburg

AGF Investments
Brown Advisory
Capital Group
Federated Hermes
Invesco
Payden&Rygel
SS&C
Thornburg
Tortoise Capital
Twenty Four Asset Manangement
UBS
VanEck

Tortoise Capital

AGF Investments
Brown Advisory
Capital Group
Federated Hermes
Invesco
Payden&Rygel
SS&C
Thornburg
Tortoise Capital
Twenty Four Asset Manangement
UBS
VanEck

Twenty Four Asset Manangement

AGF Investments
Brown Advisory
Capital Group
Federated Hermes
Invesco
Payden&Rygel
SS&C
Thornburg
Tortoise Capital
Twenty Four Asset Manangement
UBS
VanEck

UBS

The Many Faces of Credit

Given the current landscape and the many questions swirling around private credit, we believe this is a perfect opportunity to provide advisors with practical insights and various access points to different credit investment opportunitiesWe see this as a timely moment to address growing concerns and offer valuable perspective—especially as the credit market continues to evolve. . Please join us in a workshop that helps to demystify “credit” and break down complex concepts into actionable takeaways.

The Many Faces of Credit
Private Credit has seen an incredible level of growth in the past decade, it is now a widely discussed and recognized asset class for all types of investors. While it seems that Private Credit has dominated credit-related conversations, we would be amiss if syndicated loans, high yield bond and structured credit were not included in the conversation.  Credit markets are undergoing a structural transformation. Corporate issuers increasingly access multiple funding channels —moving fluidly between syndicated loans, high yield bonds, private credit, and structured markets to optimize cost, flexibility, and investor demand. As a result, the traditional boundaries between liquid and illiquid credit, public and private markets, and fixed and floating rate instruments have become increasingly blurred. For our proposed presentation, we would like to discuss the differences and similarities between these asset classes, recent trends in leveraged finance, and how an investor could best access credit opportunities. 

AGF Investments
Brown Advisory
Capital Group
Federated Hermes
Invesco
Payden&Rygel
SS&C
Thornburg
Tortoise Capital
Twenty Four Asset Manangement
UBS
VanEck

VanEck

AGF Investments
Brown Advisory
Capital Group
Federated Hermes
Invesco
Payden&Rygel
SS&C
Thornburg
Tortoise Capital
Twenty Four Asset Manangement
UBS
VanEck

More Partners

Partners

Door Ventures

Agenda

  1. 7:30AM – 8:30AM

    Registration

  2. 7:30AM – 8:30AM

    Analyst Master Class RSVP to Attend

  3. 8:30AM – 8:40AM

    Welcome Address

  4. 8:40AM – 9:30AM

    Conference Session 1

  5. 9:30 - 9:45

    Insight from Door Funds

  6. 9:45AM – 10:20AM

    Fund Group Workshop 1

  7. 10:30AM – 11:05AM

    Fund Group Workshop 2

  8. 11:15AM – 11:50AM

    Fund Group Workshop 3

  9. 12:00PM – 12:35PM

    Fund Group Workshop 4

  10. 12:35PM – 2:05PM

    Table Planned Lunch

  11. 2:05PM – 3:05PM

    Conference Session 2

  12. 3:05PM – 3:40PM

    Fund Group Workshop 5

  13. 3:50PM – 4:25PM

    Fund Group Workshop 6

  14. 4:35PM – 5:10PM

    Fund Group Workshop 7

  15. 5:20PM – 5:55PM

    Fund Group Workshop 8

  16. 6:30PM – 9:30PM

    Drinks Reception & Buffet Dinner

Register

Let's get you registered

This won't take long. We just need a few quick details to help tailor your experience.

For more information, please contact:

Joe Leutz

Joe Leutz

Audience Development Manager

Email
Ashley-3

Ashley Lowe McConnell

Head of Professional Buyer Audience Development – Citywire USA

Email
Michele Luthin-4

Michele Luthin

Head of US Sales • Sponsorship

Email