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
Key benefits of attending
Tactical, intimate meetings
Gain market insights through direct conversations with leading fund managers.
Peer-to-peer networking
Connect with fellow CIOs and RIA leaders to exchange strategies and challenges.
Game-changing insights
Explore practical solutions for compliance, fees, tech adoption and portfolio design.
Speakers (draft)
To be confirmed soon...
Speakers
To be confirmed soon...
Workshops
Workshops
AGF Investments
Speakers
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.
Brown Advisory
Capital Group
Federated Hermes
Invesco
Payden&Rygel
SS&C
Thornburg
Tortoise Capital
Twenty Four Asset Manangement
UBS
The Many Faces of Credit
Representatives
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.
Agenda
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Time
Agenda
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7:30AM – 8:30AM
Registration
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7:30AM – 8:30AM
Analyst Master Class RSVP to Attend
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8:30AM – 8:40AM
Welcome Address
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8:40AM – 9:30AM
Conference Session 1
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9:30 - 9:45
Insight from Door Funds
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9:45AM – 10:20AM
Fund Group Workshop 1
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10:30AM – 11:05AM
Fund Group Workshop 2
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11:15AM – 11:50AM
Fund Group Workshop 3
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12:00PM – 12:35PM
Fund Group Workshop 4
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12:35PM – 2:05PM
Table Planned Lunch
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2:05PM – 3:05PM
Conference Session 2
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3:05PM – 3:40PM
Fund Group Workshop 5
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3:50PM – 4:25PM
Fund Group Workshop 6
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4:35PM – 5:10PM
Fund Group Workshop 7
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5:20PM – 5:55PM
Fund Group Workshop 8
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6:30PM – 9:30PM
Drinks Reception & Buffet Dinner
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Time
Agenda
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7:30AM – 8:30AM
Networking Breakfast
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8:30AM – 9:30AM
Conference Session 3
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9:30AM – 10:05AM
Fund Group Workshop 9
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10:15AM – 10:50AM
Fund Group Workshop 10
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11:00AM – 12:00PM
Analyst Master Class RSVP to Attend
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12:00PM – 13:30PM
Buffet Lunch
Register
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