Hedgeweek European Leadership Summit 2024

An invite-only gathering for hedge fund operational leaders, that will explore the current trends, future drivers, and mission-critical tools pushing positive business growth.

Informed by in-depth industry consultation, our gathering for senior teams will help your business evolve via incisive panel discussions and a series of detail-orientated roundtable sessions designed for small groups.

An ‘urban’ business retreat conducted under strict rules of confidentiality and limited to 120 places to ensure the relevance of delegates and quality of discussion
All content created by managers-for-managers, via a series of focus groups
Topics dealing with operations, regulation, compliance, emerging product trends – all designed to help you run a better business
A focus on small roundtable discussions, led by experts and enabling all guests to share ideas

What is the Hedgeweek European Leadership Summit?

All Hedgeweek Summits operate under Chatham House Rule. This means that attendees are free to use the information received, but neither the identity nor the affiliation of the speaker(s), nor that of any other participant, may be revealed. Recording of the panels and roundtables is strictly prohibited by attendees. Hedgeweek staff may make recordings on the day for promotional purposes. No audio recording of panel discussions will be included in any promotional items.

THE SUMMIT IN NUMBERS

HEDGE FUND

MANAGERS

100+

EXPERT SPEAKERS

30

ATTENDEES

150+

HOURS OF CONTENT

10+

ALLOCATORS

20+

PREVIOUS SPONSORS

AGENDA

8:30 AM

REGISTRATION AND NETWORKING BREAKFAST

9:00 AM

WELCOME FROM THE CHAIR

Tony Griffiths, Director of Content, Hedgeweek

Higher-for-longer: Hedge fund performance in a new market paradigm

PANEL 1

9:05 AM

An expert panel of investment leaders discuss the outlook and break down the key factors at play in hedge fund industry performance.

What were the key performance headlines in 2023?
What are the main trends and trades which will shape returns this year?
How are the main strategies positioned for the “higher-for-longer” era?
Are multi-strategy funds continuing to dominate or are the traditional strategies staging a comeback?

Speakers:

Tom Kehoe, Managing Director & Global Head of Research and Communications, AIMA (moderator)
Francesco Filia, CEO & Founder, Fasanara Capital
Dave Fishwick, Head of Macro Investment Business, M&G
Shikha Gupta, Portfolio Manager, Astra Asset management
Anna McCutcheon, Co-Founder, Shikuma Capital

An interview with the CEO of a top hedge fund, covering current priorities, their latest developments at their business, and what they have learned along the way.

The CEO of a leading hedge fund discusses the evolution of their business

Fireside Chat

9:45 AM

Speakers:

Luca Albertini, CEO, Leadenhall Capital Partners LLP
Will Wainewright, Head of Hedge Fund Research, Hedgeweek

Ops in overdrive: Running a hedge fund in 2024

PANEL 2

10:00 AM

Operational leaders exchange thoughts on the business side and share their priorities for the year ahead.

What are the top priorities for COOs and other non-investment leaders?
What are the key priorities in terms of technology and data?
How is AI making a difference?
How are compliance teams coping with the regulatory wave in the age of Gensler?

Speakers:

Peter Northcott, Partner and COO, Hereford Capital (moderator)
Miguel De Freitas, Head of Operations, International Asset Management
Jonty Field, Co-Head & COO, GreshamQuant
Edward Steel, Partner, COO and CRO, Broad Reach Investment Management LLP

10:40 AM

COFFEE BREAK

ROUNDTABLE 1 - ROUND 1

11:10 AM

Roundtable A | AI innovations: The hype vs the reality

Roundtables take place as repeated parallel sessions. Delegates register in advance for 2 out of 4 sessions for the morning roundtables from the below:

With AI developments coming thick and fast, this is an opportunity to cut through the noise and learn the trends and innovations to stay on top of and which ones are over-hyped.

Adoption of processes can be costly – how do you decide what areas to prioritise?
Could there be a “one-size fits all” approach?
Leaders' vs Followers: when to lead and when to let others test the waters first
Explore both successful use-cases and those which were more challenging

Speakers:

Francesco Filia, Founder & CEO, Fasanara Capital
Tim Mace, Head of Data and Machine Learning, MAN Group

Roundtable B | Regulation alert: Compliance priorities for 2024

An update from legal and compliance experts on the new and upcoming regulations that larger, Europe-based hedge fund firms should be mindful on heading through 2024.

Updates on AIFMD II, MiFID III, and other UK and EU regulations
The implications of the SEC changes to Private Fund Advisor rules for European businesses
Other key themes including transparency demands, automation, and processes vs. people

Speakers:

Huan Ke, General Counsel & Chief Compliance Officer, Redwheel
Patrick Trew, Chief Risk & Compliance Officer, Maniyar Capital

Roundtable C | Fundraising analytics: using data to get an edge

The proliferation of data sources and analytics tools for hedge fundraisers has been a game changer. But is it also providing additional challenges by helping to level the playing field? Themes to discuss:

The tools and data sources hedge funds using to improve their ODD and IR functions
The extent AI and machine learning can be used for IR – today and in the future
The role that traditional ‘soft skills’ still has to play in the modern IR set up

Speakers:

Samuel McMurray, Head of Capital Introduction Europe & Asia, Marex Prime Services
Matthew Stiling, Senior Operational Due Dilligence Analyst, Investcorp-Tages

Roundtable D | The Hedgeweek Leadership Academy

An interactive session, delivered by Leading Figures, a coaching and consulting firm offering executive coaching to the finance and professional services sectors. Themes will be drawn from:

The significance of emotions in leadership including the link to organisational performance, and the Kouzes & Posner Leadership Framework
Leading Self including knowing your values, developing the mindset for success, and building resilience
Leading Others including communicating a collective vision, creating an inclusive culture, embracing diversity, and managing a high performing team

Thomas Chalmers, Partner, Leading Figures LLP
Russell Borland, Partner, Leading Figures LLP
John Paul Fitzpatrick, Associate Coach, Leading Figures LLP

Speakers:

ROUNDTABLE 1 - ROUND 2

11:50 AM

The second iteration of the above morning roundtables.

Roundtable A | AI innovations: The hype vs the reality

Roundtable D | The Hedgeweek Leadership Academy

Roundtable B | Regulation alert: Compliance priorities for 2024

Roundtable C | Fundraising analytics: using data to get an edge

Thomas Chalmers, Partner, Leading Figures LLP
Russell Borland, Partner, Leading Figures LLP
John Paul Fitzpatrick, Associate Coach, Leading Figures LLP

Huan Ke, General Counsel & Chief Compliance Officer, Redwheel
Patrick Trew, Chief Risk & Compliance Officer, Maniyar Capital

Samuel McMurray, Head of Capital Introduction Europe & Asia, Marex Prime Services
Matthew Stiling, Senior Operational Due Dilligence Analyst, Investcorp-Tages

Tim Mace, Head of Data and Machine Learning, MAN Group

12:30 PM

NETWORKING LUNCH

PANEL 3

1:30 PM

Business diversification 2.0: multi-strat, multi-asset, multi-instrument

Can hedge fund firms scale without diverse capabilities? Multi-manager executives and business development experts discuss the latest trends in business diversification, from expanding into private credit or digital assets, to broadening the investment toolkit.

How COOs can help manage or prepare for a hedge fund firm’s widening remit
The future of the multi-manager model - what does that mean for business diversification?
From Dubai to Singapore – does diversification also mean multi-region?
From an ops POV, what are the key questions to ask when considering a new asset class

Speakers:

Matthew Stiling, Senior Operational Due Dilligence Analyst, Investcorp-Tages (moderator)
Darren Isaac, Head of Operations, Trium Capital
Carrie Leonard, Deputy Chief Operating Officer, Orchard Global Asset Management
Anthony Murphy, Head of Global Macro and Trading Strategies, UBP Alternative Investment Solutions
Marcus Storr, Head of Alternative Investments, FERI

ROUNDTABLE 2 - ROUND 1

2:10 PM

Roundtables take place as repeated parallel sessions. Delegates register in advance for 2 out of 4 sessions for the afternoon roundtables from the below:

Roundtable A | The Hedgeweek Leadership Academy

An interactive session, delivered by Leading Figures, a coaching and consulting firm offering executive coaching to the finance and professional services sectors. Themes will be drawn from:

The significance of emotions in leadership including the link to organisational performance, and the Kouzes & Posner Leadership Framework
Leading Self including knowing your values, developing the mindset for success, and building resilience
Leading Others including communicating a collective vision, creating an inclusive culture, embracing diversity, and managing a high performing team

Speakers:

Thomas Chalmers, Partner, Leading Figures LLP
Russell Borland, Partner, Leading Figures LLP
John Paul Fitzpatrick, Associate Coach, Leading Figures LLP.

Roundtable B | Data management: Cutting through the noise

Data sources are growing exponentially. Some of the biggest challenges hedge funds face are around the data sets that will be most useful, how to extract value, and how to manage the processes.

Highlighting the latest trends in data management
In-house or outsourced data management, is there a right answer?
What are the best practices for ensuring resilience and compliance?

Speakers:

Simon Bowie-Britton, Chief Technology Officer, Trium Capital
Miquel Burguet, Managing Director - Co-Founder, Marlowe Capital

Roundtable C | Digital opportunities: learnings from advances in crypto

How more traditional hedge fund shops are benefiting from opportunities in the digital assets space – from new investments and products to operational efficiencies.

The ways digital asset funds are influencing traditional hedge funds – and vice versa
Counterparty risk – lessons learned from contemporary events such as FTX and Credit Suisse
The SEC’s approval of spot bitcoin ETFs – what it means for the wider investment industry

Speakers:

Jonathan Patterson, COO, Nickel Digital Asset Management Ltd
Wilhelm Roth, CEO, Icoinic Capital

Roundtable D | Best Execution: Shaping the Future of FX Trading

Finding one’s feet in the complex and highly fragmented FX market, amidst a diverse range of trading venues, execution protocols and technological innovations.

Navigating the FX Landscape – The role of the EMS
The Data, Analytics and Execution feedback loop and why it matters.
Workflow, Automation and the pursuit of efficient and optimised execution.

Speaker:

Eric Marfat, Sales Director, BidFX

ROUNDTABLE 2 - ROUND 2

2:50 PM

The second iteration of the above morning roundtables.

Roundtable A | The Hedgeweek Leadership Academy

Roundtable B | Data management: Cutting through the noise

Roundtable C | Digital opportunities: learnings from advances in crypto

Roundtable D | Best Execution: Shaping the Future of FX Trading

Simon Bowie-Britton, Chief Technology Officer, Trium Capital
Miquel Burguet, Managing Director - Co-Founder, Marlowe Capital

Thomas Chalmers, Partner, Leading Figures LLP
Russell Borland, PartnerLeading Figures LLP
John Paul Fitzpatrick, Associate Coach, Leading Figures LLP.

Eric Marfat, Sales Director, BidFX

Jonathan Patterson, COO, Nickel Digital Asset Management Ltd
Wilhelm Roth, CEO, Icoinic Capital

3:30 PM

COFFEE BREAK

Fireside Chat

4:05 PM

Asset Allocation Trends in 2024

A discussion on the findings of Hedgeweek's recent 2024 'Investor Interest' research report, covering investor expectations, preferences, and plans – for hedge funds and beyond.

Speakers:

Jack Seibald, Global Co‑Head of Prime Brokerage and Outsourced Trading, Marex Prime Services
Will Wainewright, Head of Hedge Fund Research, Hedgeweek

PANEL 4

4:20 PM

The allocator/manager nexus: maintaining a special relationship

As investors demand more in a higher-rate environment, how can hedge fund managers meet the challenge?

How investor expectations have shifted in a higher-rate environment
The latest views on alternative asset allocation and capital raising plans
Which investor types are eyeing the space: pensions, family offices, endowments?

Speakers:

Charlotte Roden, Mid Cap Hedge Fund Product Specialist, TT International Asset Management (moderator)
Victoria Gevorkova, Associate, Fund Research, Redington
Majid Khan, Director - Alternative Investments, Russell Investments
Tomasz Kierzkowski, Senior Portfolio Manager, Mercer Alternatives
David Merton, Executive Director, Fulcrum Asset Management

5:00 PM

NETWORKING RECEPTION

Connect with peers from around the industry over a glass of wine

6:00 PM

EVENT CLOSES

All Summits and Webinars are CPD accredited, so you can learn, network and develop new skills.

Find out more about The CPD Certification here: https://cpduk.co.uk/

CONFIRMED SPEAKERS

Luca Albertini

CEO at Leadenhall Capital Partners LLP