What Markets Group does

Markets Group, founded in 2009 and headquartered at 595 Madison Avenue in New York, is a privately held financial media and events company that organizes closed-door, invitation-only investment forums for the institutional investment community. The company maintains regional offices in London and Singapore and operates a forum series spanning six sectors (ALTS, Institutional, Investors, Private Equity, Private Wealth, Real Estate) and five regions (North America, South America, Europe, APAC, Middle East), with events hosted across 30+ countries including New York, London, Zurich, Dubai, Singapore, Sydney, Riyadh, Stockholm, and Frankfurt. The core product is the Investment Forum, a curated gathering of senior institutional decision-makers; supporting products include the Market Voices podcast series, Strategic Insights sponsored research, Elite Series recognition lists, sponsored webinars, and a weekly newsletter.

The business model is a two-sided platform. Institutional allocators (pension funds, endowments, foundations, sovereign wealth funds, insurance companies, family offices) attend free of charge upon qualification, while asset managers, investment consultants, and financial service providers pay for attendance through tickets priced between $3,000 and $7,500 per event and through multi-tier corporate sponsorships (Platinum, Strategic Insights). Sponsorship revenue is anchored by flagship partners including MetLife Investment Management, S&P Dow Jones Indices, Validus Risk Management, ChinaAMC, and Allianz Global Investors, supplemented by a long tail of webinar and event sponsors. The company does not operate a software product or data platform; its technology layer consists of event management systems, newsletter distribution, and web-based content delivery, with the proprietary asset being the curated allocator network and brand reputation built over 17 years of operation under founder and CEO Adam Raleigh.

Name

Markets Group

Legal name

Markets Group

Website

https://marketsgroup.org

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

101–250 employees

Short description

Markets Group is a privately held financial media and events company founded in 2009 that organizes closed-door, invitation-only investment forums across six sectors and five regions, serving institutional allocators (free) and asset managers and financial service providers (paid via tickets and sponsorships).

Ownership category

akta.pro rank

Product category

Investment Conferences & Institutional Forums

NAICS

Convention and Trade Show Organizers (56192), Portfolio Management and Investment Advice (523940)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Executive Summits & Invitation-Only Forums (MPAGAGAK)

akta.pro secondary industry

Finance & Investment Conferences (MPAGAGAG)

Keywords

• Investment forums
• Institutional conferences
• Asset manager events
• Alternative investments
• Private wealth summits

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Event Ticket Sales: Revenue generated from paid event registrations. Asset managers and service providers pay to attend forums, with tickets ranging from $3,000 to $7,500 per event. Qualified investors receive complimentary registration.
2. Sponsorship Revenue: Corporate sponsors pay to exhibit and promote their services at Markets Group events. Sponsors include institutional asset managers, investment consultants, and financial service providers.
3. Newsletter Subscription: Weekly newsletter distribution providing latest news and forum information to subscribers. Users submit contact details voluntarily to receive promotional and informational content.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Markets Group organizes closed-door, invitation-only investment forums and conferences for institutional allocators and asset managers, segmented by sector (ALTS, Institutional, Investors, Private Equity, Private Wealth, Real Estate) and region (North America, Europe, APAC, Middle East, South America). Complementary paid offerings include corporate sponsorship packages, recognition lists (Elite Series), sponsored webinars, Market Voices podcasts, Strategic Insights research, and a weekly newsletter. Qualified institutional investors attend complimentary; asset managers and service providers purchase tickets or sponsorship.

Product overview

Markets Group operates a platform of closed-door investment forums and conferences for institutional allocators, wealth managers, and investment professionals. The core offering consists of sector-specific forums (ALTS, Institutional, Investors, Private Equity, Private Wealth, Real Estate) and regional forums across North America, Europe, APAC, and the Middle East. The platform also includes supporting content products including Market Voices podcasts, Strategic Insights research publications, Research Lists (Elite Allocator recognitions), Webinars, and a Weekly Newsletter. The company does not offer a software product or digital platform—its services are event-based with content extensions.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Forums Closed-door, invitation-only investment forums and conferences organized by sector and region for institutional allocators and asset managers. Qualified institutional investors attend complimentary; asset managers and service providers purchase tickets or sponsorship.
• Market Voices Podcasts Podcast series featuring interviews with institutional CIOs and investment leaders discussing market trends, portfolio strategy, and capital allocation, distributed via Spotify and other channels.
• Strategic Insights Research Sponsored research publications and thought leadership content covering allocator outlook reports, market analysis, and investment strategy research for the institutional investor audience.
• Sponsored Webinars Virtual webinars sponsored by financial services firms covering investment topics and market perspectives for the institutional investor audience.
• Weekly Newsletter Email newsletter distributed to subscribers delivering the latest Markets Group news, forum announcements, and investment insights on a weekly basis.

Named customers5 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eleven partnerships are on record, tiered flagship, core and minor.

• MetLife Investment ManagementflagshipGTM or Marketing PartnerMetLife Investment Management sponsors Markets Group's Strategic Insights program, providing thought leadership content to institutional investor audience through Markets Group's platform.
• S&P Dow Jones IndicesflagshipGTM or Marketing PartnerS&P Dow Jones Indices sponsors Markets Group's Strategic Insights program, contributing research and market analysis for institutional investor audience.
• Validus Risk ManagementcoreGTM or Marketing PartnerValidus Risk Management partners with Markets Group as a Strategic Insight sponsor, providing FX risk and hedging insights to institutional investor forums.
• F/M InvestmentscoreGTM or Marketing PartnerF/M Investments sponsors Markets Group webinars, including Midyear along the Curve, providing investment insights to institutional audience.
• Allianz Global InvestorscoreGTM or Marketing PartnerAllianz Global Investors sponsors Markets Group events and webinars, contributing thought leadership on systematic equity investing.
• Preston CapitalminorGTM or Marketing PartnerPreston Capital sponsors Markets Group webinars on alternative investments including life settlements for HNW portfolios.
• CalamosminorGTM or Marketing PartnerCalamos sponsors Markets Group webinars covering growth investing strategies and ETF innovation.
• AM WealthminorGTM or Marketing PartnerAM Wealth is a Platinum sponsor of Markets Group events, providing automated brokerage services to institutional and professional clients.
• Arohi Asset ManagementminorGTM or Marketing PartnerArohi Asset Management is a Platinum sponsor of Markets Group events, offering long-only, bottom-up equity investment strategies.
• China Asset Management Company (ChinaAMC)coreGTM or Marketing PartnerChinaAMC is a Platinum sponsor of Markets Group events. ChinaAMC manages $413 billion AUM as of June 2025 and serves as the leading China specialty manager for international institutional investors.
• Water & SharkminorGTM or Marketing PartnerWater & Shark is a sponsor of Markets Group events, providing legal, taxation, and strategic advisory services to family offices and UHNWIs.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Institutional Investor: Long-running financial media and events brand covering institutional investors and allocators. Competes with Markets Group across award lists, conferences, and CIO research content serving pension funds, endowments, and asset managers.
• PEI Media (Private Equity International): Global media and events business focused on private equity, private debt, and real assets. Competes directly with Markets Group's Private Equity and ALTS forums through its SuperReturn and PEI conferences and related research.
• Hedgeweek: Media and events brand serving hedge fund managers and institutional investors. Overlaps with Markets Group's ALTS and Institutional sectors, offering awards, conferences, and research targeting the same institutional audience.
• Markets Media: Financial media and events company covering capital markets and trading, including roundtables and conferences with institutional investors. Operates in an adjacent niche to Markets Group with overlapping allocator and manager audiences.
• Opal Group: Conference organizer hosting institutional investor events across private equity, hedge funds, and family offices. Directly comparable to Markets Group in event format, audience (pension/endowment/foundation allocators), and sponsorship model.
• Fund Forum Group (Fund Forum / Wealth Forum): Long-running event series for the asset management and wealth management industry, including flagship events for distributors, private wealth, and institutional channels. Competes with Markets Group for sponsor and allocator mindshare.
• Information Management Network (IMN): Event organizer specializing in structured finance, private capital, and institutional investment forums. Overlaps with Markets Group's PE, ALTS, and Real Estate sectors through similarly positioned invitation-only institutional events.

Broad incumbents

• Informa (Financial Events division): Large public events and media conglomerate whose Informa Connect division operates flagship institutional finance events (e.g., SuperReturn, FundForum). It is a scaled incumbent competing for the same allocator and asset manager audiences as Markets Group.
• Money Management Institute (MMI): Industry association and conference organizer for the wealth and investment advisory industry. Hosts annual forums for asset managers and wealth platforms, overlapping with Markets Group's Private Wealth and Investors segments.

Emerging players

• With Intelligence (Fund Manager Research / AUM 15): Data, research, and events business serving institutional asset managers and allocators, including subscription research and conferences. Comparable to Markets Group on the research and allocator-content side of the value proposition.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/marketsgrp
• YouTubeyoutube.com/@marketsgroup
• Facebookfacebook.com/marketsgrouporg
• LinkedInlinkedin.com/company/markets-group
• Instagraminstagram.com/markets_group

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Markets Group