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Wednesday, June 8, 2022 | University Club of New York

Mission-critical guidance for new and

emerging managers

This event is aimed at management firms and funds in their early stages of development, as well as managers and funds operated by women and leaders from diverse backgrounds.


Our sincere mission is to create a series of conversations that will enable your new firm or fund to be set for growth, success, and security. Dealing with issues spanning operations, strategy and compliance this event is designed for decision makers from across the leadership suite.


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. Through a series of in-depth panel discussions, presentations and breakout sessions, the event will lay out the main considerations for an engaged audience.


The Hedge Fund US Emerging Managers Summit, hosted by Hedgeweek, is your bridge to a new understanding of each of the critical steps involved to successfully bring a hedge fund to market.


After our industry's long absence of in-person gatherings, there will also be time for networking and informal conversations with close peers and colleagues.

Hedgeweek’s event will:

  • Be a closed and invite-only gathering, this means no media and a curated audience of genuine peers
  • Bring together senior staff from across the leadership suite to discuss shared problems, opportunities and solutions
  • Focus on current trends, emerging themes and the likely innovations and disruptors of the next 5 years

PUT YOUR BRAND IN FRONT OF 100+ HEDGE FUND MANAGERS

8:30 AM

REGISTRATION AND NETWORKING BREAKFAST

8:50 AM

WELCOME ADDRESS

Hedge Fund Emerging Manager Insights Presentation

  • Tony Griffiths, Head of Content, Hedgeweek
  • Post-pandemic – has this changed the direction and fortunes of emerging managers
  • Spinning out and going it alone or seeking safety at a multi-strat/platform
  • Discovering your first investors – from family offices to seeders
  • Embarking with an institutional mindset – how to professionalize from day one
  • Thinking beyond your strategy – how to get the ops right

What are the opportunities and challenges for emerging managers?

PANEL 1

9:00 AM

Speakers:

  • David Horton, Partner, Anchin (moderator)
  • Abigail Lewis, Partner, CCO, Head of BD, Norbury Partners
  • Evan J. Glover, Chief Investment Officer, Tetelestai Capital
  • Kenny Estes, CEO and Co-founder, Diffuse Inc.
  • Steven Yadegari, Chief Executive Officer, FiSolve

FIRESIDE CHAT

9:45 AM

Examining the current market stresses and pain points for long-short investment strategies

  • David Papson, Chief Executive Officer, CDT Capital Management
  • Sascha Eder, Co Founder, NewtonX

Voice of experience: Manager

FIRESIDE CHAT

10:05 AM

Learn about the first steps, most important lessons and how to deal with challenges from a veteran manager.

  • Daniel Kochav, Partner and COO, Tenor Capital Management
  • Bill Bassin, Managing Director, Cowen
  • The changing nature of ODD issues for start-up managers
  • Due diligence deep-dive: how ODD can make or break a start-up manager
  • How can managers best prepare for investor ODD?
  • Will investors get comfortable with a virtual ODD process and could this become a permanent feature?
  • Spending budget on operations – hiring talent, using service providers etc
  • Investor expectations: what are they asking and what sort of red flags tend to veto a potential allocation?

Allocator eye: Operational Due Diligence

PANEL 2

10:25 AM

Speakers:

  • Vincent Molino, Head of Operational Due Diligence, Bitwise Investments
  • Charlie Thompson, Director, Operational Due Diligence, Aksia
  • Christian Massey, Director of Investor Relations, CenterBook Partners
  • Tara McCarthy, General Counsel and Chief Compliance Officer, Nitorum Capital L.P.

11:10 AM

NETWORKING BREAK

Coffee break and a chance to meet our experts

11:30 AM

ROUNDTABLE ROUND 1

Roundtables take place as repeated parallel sessions. Delegates register in advance for 3 of 4 topics.

  • Impact of Covid on ODD and its current evolution
  • Rising importance of ESG
  • What to prioritise during an ODD process
  • How to get your investor reporting right
  • Avoiding issues and red flags
  • The approaches of different investor types

Roundtable A: Practical insights on what the ODD process looks like for today’s hedge fund manager

  • David L. Zimmerman, Partner, General Counsel and CCO, Graticule Asset Management Asia

Speakers:

Roundtable B: Regulation review: Compliance hurdles for new and emerging managers

  • Getting your approach to compliance right
  • Reviewing some of the current key challenges

Speakers:

  • Michelle McGurk, CFO, CCO & Co-Founder, Strobus Capital LLC
  • Hamiz Mushtaq Awan, Founder, Partner, Plutus21 Capital

Roundtable C: Start-up boot camp: tax structuring for new and emerging managers

  • Structuring a standalone vs. Master Feeder (Full or Mini), Domestic vs. Offshore Fund Structure
  • Pros and cons of Offshore Funds Jurisdiction (Cayman vs. BVI)
  • Trader vs. Investor Fund considering TCJA and MTM election
  • Tax Efficient Hedge Fund Strategies
  • Management Company and General Partner Entity Taxation including Owner/Founder
  • Crypto/Digital Asset Taxation
  • Trading Safe Harbor Rules

Speakers:

  • Chetan Jindal, Founder & Chief Investment Officer, Greenwich Ivy Capital LLC
  • Muhammad Akram, Founder, Akram | Assurance, Advisory & Tax Firm

Roundtable D: Information overload: making sure you are extracting the best from your tech stack and data

  • How should new and emerging managers use, store and interrogate data
  • Executing the best data strategy for your business
  • What does data best practice look like - can this be done inhouse or do you need the assistance of a vendor
  • Pitfalls to avoid when selecting a vendor
  • What resources are available to new and emerging managers to develop and maintain the best data systems

Speakers:

  • Alex Kreutter, Product Specialist, Sentieo
  • David Papson, Chief Executive Officer, CDT Capital Management
  • Sandra Myburgh, Managing Member, CEO & Founding Partner, FERN Impact Partners LLC

12:15 PM

ROUNDTABLE ROUND 2

Roundtables take place as repeated parallel sessions. Delegates register in advance for 3 of 4 topics.

Roundtable A: Practical insights on ODD

Roundtable B: Regulation review

Roundtable C: Start-up boot camp

Roundtable D: Information overload

  • Alex Kreutter, Product Specialist, Sentieo
  • David Papson, Chief Executive Officer, CDT Capital Management
  • Hamiz Mushtaq Awan, Founder, Partner, Plutus21 Capital
  • Muhammad Akram, Founder, Akram | Assurance, Advisory & Tax Firm
  • Abigail Lewis, Partner, CCO, Head of BD, Norbury Partners
  • Christian Massey, Director of Investor Relations, CenterBook Partners

1:00 PM

NETWORKING LUNCH

  • How should new and emerging managers think about getting approach to ESG correct
  • How does this approach impact the investments you make?
  • And how does it impact you at the management firm level – can you demonstrate a commitment to issues like sustainability and D&I
  • How do your prioritise specific areas within ESG, while making sure you are meeting the needs of regulators and allocators

ESG Priorities: Demonstrating your firm’s commitment to fairness, best practice, diversity and sustainability

PANEL 3

2:00 PM

Speakers:

  • Kenneth Goodwin, Managing General Partner, Jeanensis Ventures (moderator)
  • Annie Seelaus, CEO, R. Seelaus & Co.
  • Sandra Myburgh, Managing Member, CEO & Founding Partner, FERN Impact Partners LLC
  • Sarah Busch, Head of ESG, Aperture Investors

2:45 PM

ROUNDTABLE ROUND 3

Roundtables take place as repeated parallel sessions. Delegates register in advance for 3 of 4 topics.

Roundtable A: Practical insights on ODD

Roundtable B: Regulation review

Roundtable C: Start-up boot camp

Roundtable D: Information overload

  • Alex Kreutter, Product Specialist, Sentieo
  • Hendra Soetjahja, Chief Investment and Information Officer (CIOs), Kilohana Capital
  • Kenneth Goodwin, Managing General Partner, Jeanensis Ventures
  • Muhammad Akram, Founder, Akram | Assurance, Advisory & Tax Firm
  • Paul Gray, Managing Partner, Ironhold Capital
  • Andres Garcia, Founding Partner, Plaintext Capital
  • Michael Mills, Co-founder, Infinitary Fund
  • Robert Tate, Co-founder and Investment Coordinator, Global Rational Capital

3:30 PM

NETWORKING BREAK

Coffee break and a chance to meet our experts

  • Where is the industry going and strategies are allocators looking for?
  • Should your start-up up be looking at an emerging asset class or strategy subset, like digital assets?
  • With private markets attracting attention – can you improve returns and attract more capital by moving away from traditional strategies

Strategy deep-dive: Traditional, digital assets or experimenting with private markets

PANEL 4

4:00 PM

Speakers:

  • David Papson, Chief Executive Officer, CDT Capital Management (moderator)
  • Hamiz Mushtaq Awan, Founder, Partner, Plutus21 Capital
  • Jake Boaz, Founder & Fund Manager, Crypto Yield Capital
  • Jinal Surti, Head of Asset Management & International Operations, Menai Financial Group
  • Samuel Crispino, Senior Vice President, NAV Consulting
  • The importance of the prime broker, the fund administrator, the outsourced risk provider and the technology partner in supporting an alternative fund
  • How have areas like outsourcing and managed services changed? What are the challenges/benefits?
  • Day 1 operational infrastructure: how has this changed? What do investors expect now, and how to achieve this?
  • What are the more common mistakes new managers make i.e. when selecting their PB?
  • Can some strategies outsource more than others? i.e. equity strategies vs event-driven, distressed credit strategies

Buy, build or cobble together: Selecting the right service providers

PANEL 5

4:45 PM

Speakers:

  • Jenny Kim DeSmyter, Managing Director, Sales Strategy, SS&C Eze (moderator)
  • David D. Tawil, President & Co-Founder, ProChain Capital
  • Hendra Soetjahja, Chief Investment and Information Officer (CIOs), Kilohana Capital
  • Linda Roitman, COO/CFO/CCO, Calvion Capital Management
  • Michelle McGurk, CFO, CCO & Co-Founder, Strobus Capital LLC
  • 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?

Allocator focus: The fund raising process

PANEL 6

5:30 PM

  • Jon Caplis, CEO, Pivotal Path
  • Kamil Homsi, Founder and CEO, Global Realty Capital LLC
  • Paul Gray, CEO and Co-Founder, ironHold Capital
  • Scott V. Beechert, Chief Operating Officer & General Counsel, Granby Capital Management

Speakers:

6:15 PM

NETWORKING

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

7:30 PM

EVENT CLOSES

Alex Kreutter

Product Specialist at Sentieo

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Abigail Lewis

Partner, CCO, Head of BD at Norbury Partners

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Andres Garcia

Founding Partner at Plaintext Capital

Read more

Bill Bassin

Annie Seelaus

CEO, R. Seelaus & Co.

Read more

Managing Director

Read more

Director, Operational Due Diligence at Aksia

Read more

Charlie Thompson

Chetan Jindal

Founder & Chief Investment Officer at Greenwich Ivy Capital LLC

Read more

Christian Massey

Director of Investor Relations at CenterBook Partners

Read more

Daniel Kochav

Partner and COO at Tenor Capital Management

Read more

David Horton

Partner at Anchin

Read more

David Papson

Chief Executive Officer at CDT Capital Management

Read more

David D. Tawil

President & Co-Founder at ProChain Capital

Read more

Chief Executive Officer at CDT Capital Management

Read more

David L. Zimmerman

Partner, General Counsel and CCO at Graticule Asset Management Asia

Read more

Evan J. Glover

Chief Investment Officer at Tetelestai Capital

Read more

Hamiz Mushtaq Awan

Founder, Partner at Plutus21 Capital

Read more

Hendra Soetjahja

Chief Investment and Information Officer (CIOs) at Kilohana Capital

Read more

Jake Boaz

Founder & Fund Manager at Crypto Yield Capital

Read more

Jenny Kim DeSmyter

Managing Director, Sales Strategy at SS&C Eze

Jinal Surti

Head of Asset Management & International Operations at Menai Financial Group

Read more

Jon Caplis

CEO at Pivotal Path

Read more

Kenneth Goodwin

Managing General Partner at Jeanensis Ventures

Read more

Kenny Estes

CEO and Co-founder at Diffuse Inc.

Read more

Linda Roitman

COO/CFO/CCO at Calvion Capital Management

Read more

Michael Mills

Co-founder at Infinitary Fund

Read more

Michelle McGurk

CFO, CCO & Co-Founder at Strobus Capital LLC

Read more

Muhammad Akram

Founder at Akram | Assurance, Advisory & Tax Firm

Read more

Paul Gray

CEO and Co-Founder at IronHold Capital

Read more

Robert Tate

Co-founder and Investment Coordinator at Global Rational Capital

Read more

Samuel Crispino

Senior Vice President at NAV Consulting

Read more

Sandra Myburgh

Managing Member, CEO & Founding Partner at FERN Impact Partners LLC

Read more

Sarah Busch

Head of ESG at Aperture Investors

Read more

Sascha Eder

Co Founder at NewtonX

Read more

Scott V. Beechert

Chief Operating Officer & General Counsel at Granby Capital Management

Read more

Steven Yadegari

Chief Executive Officer at FiSolve

Read more

Tara McCarthy

General Counsel and Chief Compliance Officer at Nitorum Capital L.P

Read more

Vincent Molino

Head of Operational Due Diligence at Bitwise Investments

HEDGE FUND MANAGERS

100+

EXPERT SPEAKERS

30+

SERVICE PROVIDERS

20

UNIVERSITY CLUB OF NEW YORK

Address: One West 54th Street New York, NY 10019

Venue Requirements

Dress Code

COVID-19

Electronic Devices

Attendees must be able to provide proof of a full Covid-19 vaccination to gain entry.

Business attire -

blazers/jackets and collared shirt for men. Trainers or denim are not permitted.

Electronic devices must remain silent in all public areas in the Club House.

For more information on any of the above, please click here.

"It was great and informative to hear from the panellists who discussed a broad range of essential topics for emerging managers. Will be back next year!"

Dede Eyesan, Founder/Managing Partner, Jenga Investment Partners

"The hedgeweekLive European Emerging Managers Summits are excellent. A must for all hedge fund managers looking to launch or grow their funds"

David Mace, COO, Altavista Investment Management UK LLP

"High quality contributions from senior leaders in highly topical subjects."

Rob Galione, Chief Operating Officer, Acer Tree Investment Management

REGISTER FOR THE HEDGE FUND US

EMERGING MANAGERS SUMMIT

Registration for this event is now closed as we have reached full capacity for the venue. For more information, please email events@hedgeweek.com.

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