North America Emerging Managers Summit

Managing a Start-up or Emerging Hedge Fund in 2021

16-17 June 2021

HOW TO REGISTER

LIVE CONTENT

NETWORKING

BOOK 1-2-1 MEETINGS

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AGENDA

EVENT | 16 June: DAY ONE

EVENT DAY | 16/17 June 2021

ALL TIMES SHOWN IN BST & EST

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: potential legal headwinds 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

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

OPENING ADDRESS

James Williams // Editor in Chief, Hedgeweek

James Baxter, Director, SS&C Eze

Speakers:

David Horton, Partner, Anchin (moderator)

Justin Savage, Partner, Ogier

Michael Fastert, Chief Operating Officer/Chief Legal Officer, TIG Advisors

Nicholas Miller, Senior Associate, Seward & Kissel

Speakers:

Jenny Kim DeSmyter, Managing Director, Sales Strategy, SS&C Eze

Fiona Treble, Managing Director, Global Head of Membership, AIMA

Mark Landis, Founding Partner and CEO, Wavelength Capital Management

Cassandra Powell, Managing Director, The Harbour Trust Co. Ltd. (moderator)

Speaker:

Eze Eclipse Overview

PANEL 3

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

NETWORKING

EVENT CLOSES

Dedicated networking time

FIRESIDE CHAT

Speakers:

Isaac Tak, Portfolio Manager, BCK Capital

Russell Safirstein, Partner, Anchin

Speaker:

Nick Mazing, Director of Research, Sentieo

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?

FIRESIDE CHAT

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

NETWORKING

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?

Dedicated Networking Time

NETWORKING

Dedicated Networking Time

Speakers:

Jorge Hendrickson, Chief Revenue Officer, Opus Fund Services

Jack Seibald, Managing Director, Global Co-Head of Prime Brokerage and Outsourced Trading, Cowen

Ben Axler, Founder, Spruce Point Capital

Mark Yusko, Managing Partner, Morgan Creek

Speakers:

Joel Press , Founding Member, Press Management LLC (moderator)

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

Gary Berger, Partner, CohnReznick

Greg Zaffiro, Partner & Head of IR and Marketing, Electron Capital

Speakers:

Alison Graham, Chief Investment Officer, Voltan Capital Management

Ari Glass, Founder & Managing Member, Boothbay Fund Management

Nick Pepe, Managing Partner & COO, Mill Hill Capital

Jim Neumann, Partner, Chief Investment Officer, Sussex Partners

Ron Biscardi, CEO, iConnections (moderator)

Speaker:

Richard Goldman, Director, Sales Strategy & Execution, Quantitative Analytics, Refinitiv

CLOSING ADDRESS

EVENT CLOSES

James Williams // Editor in Chief, Hedgeweek

NETWORKING

Dedicated networking time

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, Global Head of Membership at AIMA

Fiona Treble

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

Founder & Managing Member at Boothbay Fund Management

Co-Founder & CIO at Old Farm Partners

Kieran Cavanna

MD, Global Co-Head of Prime Brokerage & Outsourced Trading at Cowen

Jack Seibald

Mark Landis

Founding Partner and CEO at Wavelength Capital Management

Gary Berger

Partner at CohnReznick

Isaac Tak

Portfolio Manager at BCK Capital

Jenny Kim DeSmyter

Managing Director, Sales Strategy, SS&C Eze at SS&C Eze

Cassandra Powell

Managing Director at The Harbour Trust Co. Ltd.

Nick Mazing

Director of Research at Sentieo

Jim Neumann

Partner, Chief Investment Officer at Sussex Partners

Ron Biscardi

CEO at iConnections

Greg Zaffiro

Partner & Head of IR and Marketing at Electron Capital

Ben Axler

Founder at Spruce Point Capital

James Baxter

Director at SS&C Eze

Michael Fastert

Chief Operating Officer/Chief Legal Officer at TIG Advisors

Mark Yusko

CEO & Chief Investment Officer at Morgan Creek

Russell Safirstein

Partner at Anchin

Nicholas Miller

Senior Associate at Seward & Kissel

Richard Goldman

Director, Sales Strategy & Execution, Quantitative Analytics at Refinitiv

Barbara-Ann Bernard

CEO & CIO at Wincrest Capital

“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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