Evolving operations, identifying opportunities and exploring solutions

Thursday, 7th September, 2023 | Convene Bishopsgate, London

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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 Hedge Fund 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.

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/

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AGENDA

8:30 AM

REGISTRATION AND NETWORKING BREAKFAST

8:55 AM

WELCOME ADDRESS

  • Tony Griffiths, Head of Content, Hedgeweek

Futureproofing ops: how to ensure your firm keeps innovating during periods of intense pressure on costs

PANEL 1

9:00 AM

  • Examples of innovative changes made despite/due to budgetary constraints
  • From outsourcing to automation – the best methods for futureproofing ops
  • Where next for operational alpha? The processes COOs are focused on
  • Red lines – are there still areas COOs refuse to outsource or cut costs?
  • The latest tips and techniques from COOs for streamlining their businesses

Speakers:

  • Jordan Hogan, Membership Associate, AIMA (moderator)
  • Kim Andersen, Head of Institutional Product Solutions, CMC Markets
  • Russell Hart, Partner, COO & CCO, Alcova Asset Management LLP
  • Alistair Ring, Head of Operations, Rye Bay Capital LLP

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

In conversation: the COO of a market leading hedge fund firm discusses the evolution of their business

Fireside Chat

9:45 AM

  • Will Wainewright, Head of Hedge Fund Research, Hedgeweek (moderator)
  • Douglas Hepworth, Chief Operating Officer & Chief Risk Officer, Gresham Investment Management

Speakers:

Data challenges: the latest methods for sourcing, managing, and extracting value

PANEL 2

10:00 AM

  • Access to data has improved for everyone. How are COOs getting ahead?
  • New sources of data – where to find it and how to strike a reasonable price
  • The role service providers are playing in meeting clients’ data challenges
  • Examples of technologies and software utilised to extract value from data
  • Build or buy? The methods being used to manage increasingly large datasets

Speakers:

  • Mike Merritt-Holmes, COO, Kvasir Technologies (moderator)
  • Phillip Chapple, Chief Operating Officer, Monterone Partners
  • Gary Collier, Chief Technology Officer, Man Group
  • Benjamin Roy, Chief Technology Officer, CFM

10:45 AM

NETWORKING BREAK

Coffee break and a chance to meet our experts and network with your peers

  • From increasing alpha to improving operations – how is AI being used today?
  • What are a few examples of AI use cases at your fund?
  • What reservations do you have about bringing AI into your fund?
  • What resistance are you up against in adopting AI tools?
  • What’s next? What’s on the horizon for AI in the next 6, 12, 18 months?

ROUNDTABLE ROUND 1

11:15 AM

Roundtable A: Harnessing AI: Considerations and Use Cases for Hedge Funds

Roundtables take place as repeated parallel sessions. Delegates rotate through all 3 topics for focused discussion in small groups

Speakers:

  • Phillip Chapple, Chief Operating Officer, Monterone Partners
  • Andrew Robson, CEO, Verity

Roundtable B: ESG acceleration: How to handle allocator questions and navigate emerging regulatory issues

  • The impact of the International Sustainability Standards Board’s new rules
  • What your firm needs to know about ESG regulations home and abroad
  • Can managers claim to be ESG compliant when they have no/little influence over the underlying investments?
  • Implementing ESG standards and practices at firm level vs underlying funds
  • How to use ESG to strengthen investor trust and better align your interests
  • Does following strict ESG guidelines help or hinder performance and flows

Speakers:

  • Jean-Luc Eyssautier, Deputy Head of Asset Management London and Head of UK and Nordic Sales and Marketing, UBP
  • Jason Mitchell, Head of Responsible Investment Research, Man Group

Roundtable C: Leadership Academy

  • Discuss the latest themes associated with leadership and hedge funds
  • Learn actionable solutions to the challenges facing today’s team leaders
  • Case studies – hear practical examples of improving leadership skills
  • Workshop best practice for team management among your peers

Speaker:

  • Melissa Hill, CEO, Eleos Capital

ROUNDTABLE ROUND 2

12:00 PM

Roundtables take place as repeated parallel sessions. Delegates rotate through all 3 topics for focused discussion in small groups

Roundtable A: Harnessing AI: Considerations and Use Cases for Hedge Funds

Roundtable C: Leadership Academy

Roundtable B: ESG acceleration: How to handle allocator questions and navigate emerging regulatory issues

  • Phillip Chapple, Chief Operating Officer, Monterone Partners
  • Andrew Robson, CEO, Verity
  • Jean-Luc Eyssautier, Deputy Head of Asset Management London and Head of UK and Nordic Sales and Marketing, UBP
  • Jason Mitchell, Head of Responsible Investment Research, Man Group
  • Melissa Hill, CEO, Eleos Capital

12:45 PM

NETWORKING LUNCH

  • Short fixed-income was a clear winning trade last year — which macro trades and ideas are standing out this year?
  • Outbreaks of bond market volatility are having far-reaching consequences — how should macro traders prepare?
  • Macro priorities: what themes/events are top of mind heading into the final quarter of the year and as we look to 2024?
  • Views on inflation and geopolitics pertinent to ops professionals or business management and planning purposes.

Macro outlook: How to navigate a turbulent environment and what’s coming next?

PANEL 3

1:45 PM

  • Brian Digney, Research and Content Director, Standards Board for Alternative Investments (moderator)
  • Dave Fishwick, CIO Macro Investment Business, M&G
  • Russel Matthews, Senior Portfolio Manager, Global Macro, RBC BlueBay Asset Management
  • Marcus Storr, Head of Alternative Investments, FERI Trust GmbH

Speakers:

ROUNDTABLE ROUND 3

2:30 PM

Roundtables take place as repeated parallel sessions. Delegates rotate through all 3 topics for focused discussion in small groups

Roundtable A: Harnessing AI: Considerations and Use Cases for Hedge Funds

  • Andrew Robson, CEO, Verity

Roundtable B: ESG acceleration: How to handle allocator questions and navigate emerging regulatory issues

Roundtable C: Leadership Academy

  • Vlad Mitroi, Head of ESG, Chenavari Investment Managers
  • Melissa Hill, CEO, Eleos Capital

3:15 PM

NETWORKING BREAK

Coffee break and a chance to meet our experts and network with your peers

  • The hedge fund strategies and styles of greatest interest to allocators
  • The latest questions and areas of focus during operational due diligence
  • Where consultants fit in – are intermediates as powerful as they used to be?
  • The regulatory considerations preventing or driving interest from abroad
  • Using data to identify and connect with new channels of investment

Rediscovering Europe: LPs, GPs and consultants discuss appetite for hedge funds and ODD priorities

PANEL 4

3:45 PM

  • Melissa Hill, CEO, Eleos Capital (moderator)
  • Gideon Margo, Partner ‑ Client Services, Toscafund Asset Management
  • Matthew Siddick, Senior Director, Operational Risk Solutions, bfinance
  • Matthew Stiling, Senior Operational Due Diligence Analyst, Investcorp-Tages

Speakers:

4:30 PM

Wine Tasting by Arcesium

Hosted by:

  • Tony Griffiths, Head of Content, Hedgeweek (moderator)
  • Russell Hart, Partner, COO & CCO, Alcova Asset Management LLP
  • James Horridge, Sales Solutions Engineer, Arcesium

5:30 PM

NETWORKING

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

7:00 PM

EVENT CLOSES

Kim Andersen

Head of Institutional Product Solutions at CMC Markets

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Phillip Chapple

Gary Collier

Chief Technology Officer at Man Group

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Chief Operating Officer at Monterone Partners

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Brian Digney

Research and Content Director at Standards Board for Alternative Investments

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Jean-Luc Eyssautier

Dave Fishwick

Deputy Head of Asset Management London and Head of UK and Nordic Sales and Marketing at UBP

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CIO Macro Investment Business at M&G

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Tony Griffiths

Head of Content at Hedgeweek

Russell Hart

Douglas Hepworth

Partner, COO & CCO at Alcova Asset Management LLP

Chief Operating Officer & Chief Risk Officer at Gresham Investment Management

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Melissa Hill

CEO at Eleos Capital

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Jordan Hogan

James Horridge

Membership Associate at AIMA

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Sales Solutions Engineer at Arcesium

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Gideon Margo

Russel Matthews

Partner ‑ Client Services at Toscafund Asset Management

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Senior Portfolio Manager, Global Macro at RBC BlueBay Asset Management

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Mike Merritt-Holmes

COO at Kvasir Technologies

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Jason Mitchell

Vlad Mitroi

Head of Responsible Investment Research at Man Group

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Head of ESG at Chenavari Investment Managers

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Alistair Ring

Head of Operations at Rye Bay Capital LLP

Read more

Andrew Robson

CEO at Verity

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Benjamin Roy

Chief Technology Officer at CFM

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Matthew Siddick

Senior Director, Operational Risk Solutions at bfinance

Read more

Matthew Stiling

Senior Operational Due Diligence Analyst at Investcorp-Tages

Read more

Marcus Storr

Head of Alternative Investments at FERI Trust GmbH

Read more

Will Wainewright

Head of Hedge Fund Research at Hedgeweek

HEDGE FUND MANAGERS

100+

EXPERT SPEAKERS

30+

SERVICE PROVIDERS

20

Convene - London

Address: 22 Bishopsgate // City of London, London

Dress Code

Electronic Devices

Please note attendees are asked to dress in business casual.

We kindly ask attendees to please keep electronic devices on silent during panels and roundtables.

Venue Requirements

REGISTRATION FOR THIS EVENT HAS NOW CLOSED

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