Thursday, June 8, 2023 | Convene 101 Park Avenue, New York

Mission-critical guidance for new and

emerging managers

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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 emerging managers 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, this 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.


During this carefully curated series of panels and roundtables, there will 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

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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CONTACT OUR TEAM

PUT YOUR BRAND IN FRONT OF 100+ HEDGE FUND MANAGERS

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7:15 AM

PRE-REGISTRATION AND INVITE-ONLY PRIVATE BREAKFAST DISCUSSION

Invite-only breakfast

7:30 AM

Top 5 priorities for leaders at new and emerging managers

A guided discussion for C-suite professionals at management firms addressing:

  • Key operational trends
  • Emerging strategy trends
  • Allocator activity and fundraising
  • Direction of new regulation

8:30 AM

REGISTRATION AND NETWORKING BREAKFAST

8:55 AM

WELCOME ADDRESS

  • Tony Griffiths, Head of Content, Hedgeweek
  • Team building – how to work well with your colleagues and maintain good and creative working relations during periods of growth and attrition
  • Getting tactics right – messaging the benefits of your strategy to the market
  • Competition crunch: Competing with the ‘catch-all’ multi-strats and fighting for allocator ‘airtime’ with other established players
  • Avoiding a marketing vacuum – who does your marketing internally and what does best practice look like?
  • Consolidation: If your launch is successful, do you adhere to the original game plan or look at other launches and new strategies?

Only connect: How to build a sustainable management business in 2023 and beyond

PANEL 1

9:00 AM

  • George Teixeira, Partner, Anchin (moderator)
  • Daniel Kochav, Founding Partner & COO, Tenor Capital Management
  • Grace Lo, Ph.D, Chief Risk Officer, Campbell & Company
  • Ashok Raju, COO, VR Capital Group
  • Erin Ross, Partner and COO, General Counsel and CCO, Hitchwood Capital Management

Speakers:

FIRESIDE CHAT

9:45 AM

Setting down roots: Building a strong company culture from the ground up

  • At a high level, how do you go about building culture within your organization?
  • How do you communicate that culture to team members and follow through on delivering those values/principles?
  • Diversity is proven to build stronger teams. What steps do you need to take to ensure your team members have a diverse set of backgrounds, skill sets, and points of view?
  • How do you then bring this all together into a company culture which applies to all?
  • How do you provide opportunities to employees to influence the culture of the firm, from a bottom-up perspective as opposed to just communicating core tenets top down?

Speakers:

  • David Papson, CEO, CDT Capital Management (moderator)
  • Michael Englander, CEO, Greenland Capital Management LP
  • Maria Henry, Vice President, Blackstone Alternative Asset Management
  • SEC priorities across:

The year of the regulator: How new regulations at home and abroad will define the hedge fund space over the next twelve months

PANEL 2

10:05 AM

  • Marketing
  • Cyber security
  • Reporting on your service providers
  • ESG
  • Looming further afield in the US and beyond
  • How to deal with a regulatory review?
  • Navigating new regulation, staying compliant, and avoiding the reputational nightmare of enforcement actions

Speakers:

  • Romulad Beneche, US Director, AIMA (moderator)
  • Vinod Paul, Chief Operating Officer, Align Managed Services
  • Tara McCarthy, General Counsel & Chief Compliance Officer, Nitorum Capital, L.P

10:50 AM

NETWORKING BREAK

Coffee break and a chance to meet our experts

11:15 AM

ROUNDTABLE ROUND 1

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

  • Structuring a standalone vs. master feeder (full or mini), domestic vs. offshore fund structure
  • Pros and cons of offshore fund jurisdictions (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

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

  • Muhammad Akram, Founder, Akram | Assurance, Advisory & Tax Firm
  • Steven Rosen, Senior Manager, Akram | Assurance, Advisory & Tax Firm

Speakers:

Roundtable B: Risk in focus: Managing risk and aligning investor interests through onboarding solutions

  • Developments in analytics tools to identify and mitigate risks.
  • A deeper understanding of performance and risk attribution.
  • Creating a common language between investors and allocators.
  • The growing role of ESG ratings and research in investment selection.
  • Managing data to drive better informed decisions.

Speaker:

  • Mark Carver, Managing Director and Global Head of Equity Factor Products and Equity Portfolio Management, MSCI
  • Kevin Rutter, Partner, Steel Key Capital

Roundtable C: How can emerging managers develop a sector-leading ESG strategy

  • What does it mean for a hedge fund management firm to have an ESG strategy? How can smaller managers achieve this without a full-time resource?
  • How to set appropriate and achievable ESG goals for your firm and its funds?
  • How to incorporate funds and investments as part of the ESG strategy?
  • How can you accurately track and report on a concept that is so huge and malleable?
  • Does ESG fatigue and more challenging and distracting market conditions risk diluting the concept?
  • How to navigate the ESG needs of stakeholders, including internal teams, allocators, and regulators? Are there too many competing and conflicting expectations?
  • As the drive towards Net Zero continues to be fuelled by regulation, disruption, and consumer attitudes, where do digital assets fit into the journey to decarbonisation? What role does this play in opportunity and growth in the industry?

Speakers:

  • Sarah Busch, Head of ESG, Aperture Investors
  • Jill E. Cooper, Director, ESG, Orion Resource Partners

Roundtable D: ODD bootcamp: How to survive, thrive and learn from an allocator or consultant ODD process

  • How to prepare for an ODD process?
  • Has the process evolved for a remote working environment?
  • What are the current red flags and have they changed?
  • What should you learn from an unsuccessful process and can you elicit constructive feedback for the next time?
  • What should you be asking?
  • If you pass, how to avoid resting on your laurels and continue to evolve your operational excellence

Speakers:

  • Craig Dewberry, CPA, CMA, Partner, Operational Due Diligence, Albourne Partners
  • Leanne Golding, Director, Harbour
  • Labib Mahfouz, Executive Director, Americas Head of Partners and Alliances, Enfusion
  • Charles Thompson, CAIA, CPA, Director, Operational Due Diligence, Aksia

12:00 PM

ROUNDTABLE ROUND 2

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

Roundtable A: Start-up boot camp

Roundtable B: Risk in focus

Roundtable C: How can emerging managers develop a sector-leading ESG strategy

Roundtable D: ODD bootcamp

  • Muhammad Akram, Founder, Akram | Assurance, Advisory & Tax Firm
  • Steven Rosen, Senior Manager, Akram | Assurance, Advisory & Tax Firm
  • Craig Dewberry, CPA, CMA, Partner, Operational Due Diligence, Albourne Partners
  • Leanne Golding, Director, Harbour
  • Labib Mahfouz, Executive Director, Americas Head of Partners and Alliances, Enfusion
  • Charles Thompson, CAIA, CPA, Director, Operational Due Diligence, Aksia
  • Sarah Busch, Head of ESG, Aperture Investors
  • Jill E. Cooper, Director, ESG, Orion Resource Partners
  • Mark Carver, Managing Director and Global Head of Equity Factor Products and Equity Portfolio Management, MSCI
  • Kevin Rutter, Partner, Steel Key Capital

12:45 PM

NETWORKING LUNCH

Learn from a ‘veteran’ in the hedge fund space on fundraising, firm evolution, fund strategy... and learning from your mistakes

Voice of experience – how to win mandates and influence allocators

FIRESIDE CHAT

1:45 PM

Speakers:

  • Breanne Dougherty, Head of Thematic Strategy, Bloomberg Intelligence (moderator)
  • Arthur Melkonian, COO, Equinox Partners
  • Jon Caplis, CEO and Member of the Board of Directors, PivotalPath
  • As a smaller manager, how can you achieve operational excellence, from a low-cost base? Is this even possible?
  • Partnership or problem: the evolving relationship with service providers
  • Outsourcing, now a strategic imperative for the hedge fund back-office – what are the current drivers and trends?
  • Valuations and compliance outsourcing are currently the most outsourced functions after fund administration – examining the scope, challenges, models, and strategies adopted in each
  • Pushing the boundaries of outsourcing to other higher value activities – where to next? Are you even examining the ‘fraction-lisation’ of once key staff – e.g. CTO…and even the COO/CFO?
  • What are the benefits and the risks here? What other areas of your ops could be outsourced?
  • Extension of outsourcing to the front office – be it trading or research
  • Promise of technology adoption for the hedge funds back-office (e.g. cognitive investment data management, standardization of templates)
  • Investor reporting – reporting challenges and the lure of automation
  • What disruptors and new developments are we seeing in outsourcing?

Digitalization and delegation: Is the potential of outsourcing for hedge funds boundless or should it stop at the back office?

PANEL 3

2:00 PM

Speakers:

  • Paul Gray, CEO and Co Founder, Ironhold Capital (moderator)
  • Mike Fitzgerald, Managing Director - Global Head of Capital Introduction, TD Cowen
  • Melinda Lilly, Managing Director, COO, Crestline Summit
  • Nan Xiao, Chief Technology Officer, Greenland Capital Management LP

2:45 PM

ROUNDTABLE ROUND 3

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

Roundtable D: ODD bootcamp

Roundtable C: How can emerging managers develop a sector-leading ESG strategy

Roundtable B: Risk in focus

Roundtable A: Start-up boot camp

  • Muhammad Akram, Founder, Akram | Assurance, Advisory & Tax Firm
  • Steven Rosen, Senior Manager, Akram | Assurance, Advisory & Tax Firm
  • Chris Conneely, CPA, Director, Operational Due Diligence, Aksia
  • Leanne Golding, Director, Harbour
  • Labib Mahfouz, Executive Director, Americas Head of Partners and Alliances, Enfusion
  • Tara McCarthy, General Counsel & Chief Compliance Officer, Nitorum Capital, L.P
  • Kamil Homsi, Founder and CEO, GRC Investment Group-Dubai (SFO)
  • Mark Carver, Managing Director and Global Head of Equity Factor Products and Equity Portfolio Management, MSCI
  • Kevin Rutter, Partner, Steel Key Capital

3:30 PM

NETWORKING BREAK

Coffee break and a chance to meet our experts

  • Does best practice really exist in marketing and asset raising – if so, what does it look like?
  • Vocalizing your strategy’s benefits and making sure allocators understand how it fits into, de-risks and enhances their wider portfolio
  • Staying patient and playing the long game with allocators
  • Getting found – using database listings, prime brokers, and other new and emerging services. Or is old-fashioned ‘shoe leather’ and personal outreach the best way to get noticed?
  • Distribution – at home and abroad: should you be flexible with structures (like SMAs) and can you do this without costs spiraling?
  • Getting on the radar of consultants
  • ‘Retailisation’ opportunities in the hedge fund space – do they really exist and how to access a new network of RIAs or HNWIs
  • Regulation – what are your obligations under the SEC’s Amended Marketing Rule and what steps should you take to ensure you meet your obligations

Marketing strategy: Getting ready for asset raising and making sure you get your approach, communications and onboarding right

PANEL 4

4:00 PM

Speakers:

  • Romulad Beneche, US Director, AIMA (moderator)
  • Thomas Kennedy, Chief Operation Officer, Opti Capital Management, LP
  • Vincent Molino, Head of ODD, Bitwise Asset Management
  • Zhe Shen, Managing Director, TIFF Investment Management

4:45 PM

NETWORKING

8:00 PM

EVENT CLOSES

US Director at AIMA

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Romulad Beneche

Muhammad Akram

Founder at Akram | Assurance, Advisory & Tax Firm

Read more

Sarah Busch

Head of ESG at Aperture Investors

Read more

Jon Caplis

CEO and Member of the Board of Directors at PivotalPath

Read more

Mark Carver

Chris Conneely, CPA

Managing Director and Global Head of Equity Factor Products and Equity Portfolio Management at MSCI

Read more

Director, Operational Due Diligence at Aksia

Read more

Jill E. Cooper

Director, ESG at Orion Resource Partners

Read more

Craig Dewberry, CPA, CMA

Breanne Dougherty

Partner, Operational Due Diligence at Albourne Partners

Read more

Head of Thematics Strategy for Bloomberg Intelligence

Read more

Michael Englander

CEO at Greenland Capital Management LP

Read more

Mike Fitzgerald

Leanne Golding

Managing Director - Global Head of Capital Introduction at Cowen

Read more

Director at Harbour

Read more

Paul Gray

Founder and Managing Partner at Ironhold Capital

Read more

Maria Henry

Kamil Homsi

Vice President at Blackstone Alternative Asset Management

Read more

Founder and CEO at GRC Investment Group-Dubai (SFO)

Read more

Thomas Kennedy

Chief Operation Officer at Opti Capital Management, LP

Read more

Daniel Kochav

Melinda Lilly

Founding Partner & COO at Tenor Capital Management

Read more

Managing Director, COO at Crestline Summit

Read more

Grace Lo, Ph.D

Chief Risk Officer at Campbell & Company

Read more

Labib Mahfouz

Tara McCarthy

Executive Director, Americas Head of Partners and Alliances at Enfusion

Read more

General Counsel & Chief Compliance Officer at Nitorum Capital, L.P

Read more

Arthur Melkonian

COO at Equinox Partners

Read more

Vincent Molino

David Papson

Head of ODD at Bitwise Asset Management

Read more

CEO at CDT Capital Management

Read more

Vinod Paul

Chief Operating Officer at Align Managed Services

Read more

Ashok Raju

Steven Rosen

COO at VR Capital Group

Read more

Senior Manager at Akram | Assurance, Advisory & Tax Firm

Read more

Erin Ross

Partner and COO, General counsel and CCO at Hitchwood Capital Management

Read more

Kevin Rutter

Partner at Steel Key Capital

Read more

Zhe Shen

Managing Director at TIFF Investment Management

Read more

George Teixeira

Charles Thompson, CAIA, CPA

Partner at Anchin

Read more

Director, Operational Due Diligence at Aksia

Read more

Nan Xiao

Chief Technology Officer at Greenland Capital Management LP

Read more

HEDGE FUND MANAGERS

100+

EXPERT SPEAKERS

30+

SERVICE PROVIDERS

20

Convene 101 Park Avenue

Address: 101 Park Avenue // Midtown East, New York

Venue Requirements

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.

Photo ID

Please bring a form of identification in order to access the venue.

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