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Wednesday, June 7, 2023 | Convene 101 Park Ave

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

FIRESIDE CHAT

9:45 AM

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

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.

  • 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

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

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

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

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

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

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

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

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

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

  • 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

  • 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

6:15 PM

NETWORKING

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

7:30 PM

EVENT CLOSES

Angus Milne

Director, Risk & Compliance at TCI Fund Management Limited

Dr Vera Krahmal

Principal at Times Three

Eleri Rhidian

Ian Wylie

Vice President, Sales & Investor Relations at Trium Capital

COO at Naya Capital Management UK

Karim Leguel

James Orme-Smith

CEO at Sandbar Asset Management LLP

International Head of Business Development and Client Strategy at J.P. Morgan Alternative Asset Management

Patrick Mang

Malcolm Butler

Chief Operating Officer at Trium Capital

Sarah-Jane O'Sullivan

Director, Operational Due Diligence at Willis Towers Watson

COO at Selwood Asset Management

HEDGE FUND MANAGERS

100+

EXPERT SPEAKERS

30+

SERVICE PROVIDERS

20

Convene 101 Park Ave

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

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.

"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

"The leading UK gathering for digital asset professionals & thought leaders. A must have diary event for anyone allocating or thinking of allocating assets in the digital & crypto space."

Simon Davies, Head of European Business Development, Abra

REGISTER FOR THE HEDGE FUND US

EMERGING MANAGERS SUMMIT

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