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

Mission-critical guidance for new and

emerging managers

SPONSOR ENQUIRIES

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/

PUT YOUR BRAND IN FRONT OF 100+ HEDGE FUND MANAGERS

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

8:50 AM

WELCOME ADDRESS

Hedge Fund Emerging Manager Insights Presentation

  • 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

  • Dan 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

Voice of experience – how to win mandates and influence allocators

  • Learn from a ‘veteran’ in the hedge fund space on fundraising, firm evolution, fund strategy... and learning from your mistakes
  • Does best practice really exist in marketing and asset raising – if so, what does it look like?
  • Vocalising 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, comms and onboarding right

PANEL 2

10:00 AM

10:45 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: Balance of payments: Getting your compensation right and keeping it attractive as you grow

  • What sorts of structures should you be thinking about from day one and as you mature?
  • Compensation – how do you compensate different staff members – what is the latest thinking?
  • As you grow and you begin to hire other talented and senior staff – how do you balance their rewards/benefits with the compensation of founders?
  • How do you retain staff for the long-term?

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?

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 illicit 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
  • 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: Balance of payments

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
  • Charles Thompson, CAIA, CPA, Director, Operational Due Diligence, Aksia

12:45 PM

NETWORKING LUNCH

  • 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, standardisation 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:

  • Mike Fitzgerald, Managing Director - Global Head of Capital Introduction, Cowen
  • Luke Rahbari, Managing Partner, CEO, Chief Risk Officer, Equity Armor Investments

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: Balance of payments

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

3:30 PM

NETWORKING BREAK

Coffee break and a chance to meet our experts

  • SEC priorities across:

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

PANEL 4

4:00 PM

  • 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

Speaker:

  • Mei-Li da Silva Vint, Chief Compliance Officer, Brevet Capital

4:45 PM

NETWORKING

9:00 PM

EVENT CLOSES

Director, Operational Due Diligence at Aksia

Read more

Chris Conneely, CPA

Muhammad Akram

Founder at Akram | Assurance, Advisory & Tax Firm

Read more

Craig Dewberry, CPA, CMA

Partner, Operational Due Diligence at Albourne Partners

Read more

Mike Fitzgerald

Managing Director - Global Head of Capital Introduction at Cowen

Dan Kochav

Founding Partner & COO at Tenor Capital Management

Read more

Grace Lo, Ph.D

Chief Risk Officer at Campbell & company

Read more

Ashok Raju

COO at VR Capital Group

Read more

Luke Rahbari

Steven Rosen

Managing Partner, CEO, Chief Risk Officer at Equity Armor Investments

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

Charles Thompson, CAIA, CPA

Mei-Li da Silva Vint

Chief Compliance Officer at Brevet Capital

Read more

Director, Operational Due Diligence at Aksia

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.

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 knowledge to consume, the people to meet and the venue itself was just brilliant. The panels and roundtable discussions did not just scratch the surface but went into as much detail as would possibly fit in the given time. I can highly recommend this format and will join the future events.

Fabian Fach, Managing Partner, Black Flower Capital GmbH

A productive use of a day for any emerging manager to listen to the learnings of teams who have gone or are going through the launch and growth process. You will leave this event with a few nuggets of new wisdom and a few helpful new connections.

Anthony Lawler, Chief Investment Officer and COO, Cadwyn Capital LLP

REGISTER FOR THE HEDGE FUND US

EMERGING MANAGERS SUMMIT

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