North America Emerging Managers Summit

Managing a Start-up or Emerging Hedge Fund in 2021


16-17 June 2021

SOURCE AND EXECUTE.

WHY THIS EVENT?

North America's premier virtual event for start-up and emerging hedge fund managers.


Through a series of in-depth panel discussions, presentations and case studies, the event will lay out the main considerations for start-ups and emerging fund managers:


For any new fund manager, getting the planning right at the pre-launch and post-launch phases can potentially make the difference between success or costly failure.


Hedgeweek LIVE is your bridge to a new understanding of each of the critical steps involved to successfully bring a hedge fund to market.

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We've been providing expert, actionable insight to institutional investors and firms across all asset classes — starting with hedge funds in 2003 — for 17 years.


Launched in 2002, Hedgeweek covers hedge fund industry news for investors and fund managers. It provides news, features, research, awards and events for the global hedge fund industry.


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ABOUT YOUR HOST

AGENDA

EVENT | 16 June: DAY ONE

EVENT DAY | 16/17 June 2021

ALL TIMES SHOWN IN BST

PANEL 1

Legal & Fund Structuring

  • What are the main offshore structuring considerations for US managers when setting up offshore alternative fund vehicles?
  • What should one prioritise when putting together the Offering Memorandum and Investment Management Agreement?
  • Recent developments and future challenges: the EU-Cayman ‘Blacklist’ ruling and other potential legal headaches for hedge funds
  • Management company considerations – defining the economic interests of the partners
  • How best to prepare for SEC registration and navigate the regulatory landscape in 2021

PRESENTATION

Dedicated Networking Time

NETWORKING

1:30 PM

2:00 PM

2:50 PM

3:10 PM

PANEL 2

Evolving Operational Challenges

  • What are the main ODD issues for start-up managers to focus on?
  • Investor expectations and
  • Building a culture of compliance
  • How best to use digital solutions to build a robust ODD process

1:50 PM

OPENING ADDRESS

James Williams // Editor in Chief, Hedgeweek

Presentation slot

Speakers:

David Horton, Partner, Anchin

Justin Savage, Partner, Ogier

Speakers:

SS&C Eze

Michelle Noyes, Managing Director, Head of Americas, AIMA

4:20 PM

PANEL 3

Cybersecurity & Technology Infrastructure

  • Defining one’s IT/Tech infrastructure – how should a manager ‘right fit’ it based on available budget
  • Front-office considerations: how to connect to brokers and exchanges using the best PMS/OMS/EMS set-up
  • Risk & Portfolio analytics for clear and accurate reporting
  • Business continuity planning: mitigating business risk and preparing for natural disasters, terrorist attacks and other events
  • Website cloning and other cyber-risks: reputational risk, impact on portfolio trading systems

PRESENTATION

5:10 PM

NETWORKING

Dedicated networking time

EVENT CLOSES

5:30 PM

6:00 PM

Presentation slot

Presentation slot

4:00 PM

PRESENTATION

EVENT | 17 June: DAY TWO

PANEL 4

Fee structure considerations

  • What are the main points to consider re. fee issues
  • How best to establish fee alignment with investors
  • Importance of founder share classes
  • Common mistakes that new managers make when negotiating fee terms
  • How should managers set their hurdle rate to earn incentive fees?
  • Does it depend on the liquidity profile of the strategy?

PRESENTATION

2:00 PM

2:50 PM

3:10 PM

PANEL 5

Exploring the Outsourcing Model

  • The importance of the outsourced trading desk, the fund administrator, the outsourced risk provider and the compliance partner in supporting an alternative fund
  • How has the outsourcing model changed? What are the challenges/benefits?
  • Understanding vendor risk when using managed IT service providers
  • What do investors think about outsourcing - how have their views and expectations changed?
  • Can some strategies outsource more than others? i.e. equity strategies vs event-driven, distressed credit strategies

PRESENTATION

4:00 PM

4:20 PM

PANEL 6

The Fund Raising Process

  • What are the main distribution channels managers need to consider?
  • What are the main challenges when it comes to attracting investors?
  • How can fund managers better attract seed investors?
  • What are the typical mistakes that managers make when it comes to approaching the fundraising process?
  • How is technology and social media changing the way managers think about connecting with potential LPs?

Presentation slot

Marketing & brand building

1:30 PM

NETWORKING

Dedicated Networking Time

Speakers:

Jorge Hendrickson, Chief Revenue Officer, Opus Fund Services

Speakers:

Joel Press , Founding Member, Press Management LLC

Kieran Cavanna, Co-Founder & CIO, Old Farm Partners

Speakers:

Alison Graham, Chief Investment Officer, Voltan Capital Management

Ari Glass, Managing Member, Boothbay Fund Management

Nick Pepe, Managing Partner & COO, Mill Hill Capital

PRESENTATION

5:10 PM

5:35 PM

NETWORKING

6:00 PM

EVENT CLOSES

Dedicated networking time

Presentation slot

5:30 PM

CLOSING ADDRESS

James Williams // Editor in Chief, Hedgeweek

SPEAKERS

Interested in speaking at this event, or nominating a colleague?


Get in touch.

Partner at Anchin

David Horton

Justin Savage

Partner at Ogier

Jorge Hendrickson

Chief Revenue Officer at Opus Fund Services

Managing Director, Head of Americas at AIMA

Michelle Noyes

Joel Press

Founding Member at Press Management LLC

Chief Investment Officer at Voltan Capital Management

Alison Graham

Managing Partner and COO at Mill Hill Capital

Nick Pepe

Ari Glass

Managing Member at Boothbay Fund Management

Co-Founder & CIO at Old Farm Partners

Kieran Cavanna

Well organised event and a good opportunity to meet peers and industry professionals.”

Great event for a 360 degree view of the [hedgefund] industry.”

Quant global macro start-up


(Delegate)

Multi-asset investment manager


(Delegate)

“A fresh insight into current topics with excellent speakers.”

Hedgefund COO



(Delegate)

“Overall, wonderful event for emerging managers. One stop shopping for topical and relevant discussions of current issues.”

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