Evolving operations, identifying opportunities and exploring solutions

March 23-24, 2022 | University Club of New York

Please note that you have reached a past event. To view Hedgeweek's upcoming events, click here.

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.


Day 1 will focus on emerging operational issues, with Day 2 shining a light on how technology and innovation continue to transform our space.


Informed by in-depth industry consultation, our gathering for senior teams will help your business evolve via big picture presentations and a series of detail-orientated roundtable sessions designed for small groups.


Why attend?

  • A unique dual event, with the flexibility to attend for both days or one day only
  • An ‘urban’ business retreat conducted under strict rules of confidentiality 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

PUT YOUR BRAND IN FRONT OF 150+ HEDGE FUND MANAGERS

8:30 AM

REGISTRATION AND NETWORKING BREAKFAST

9:00 AM

OPENING REMARKS

  • Understanding and making the most from the post-Covid landscape – what are the opportunities for internal reforms and efficiencies?
  • Hedge funds have largely displayed their worth by driving real value during a challenging period, but how can we articulate and capitalize on this?
  • Work environment following the pandemic: ‘Republic of the remote’ v. return to the office...and everything in between
  • What should be the 4-5 key priorities of managers

Setting the agenda: The big-picture 'macro' view

PANEL 1

9:00 AM

Speakers:

  • Steven A. Yadegari, Founder and CEO, FiSolve (moderator)
  • Alex Liu, COO & CCO, Wynnefield Capital Inc.
  • Brendan McCarty, Managing Principal & Founder, Column E Advisors, LLC & Column E Management, LLC
  • Joseph Marren, President & CEO, Kstone Partners

Does skill exist, and when it does what does it look like?

PRESENTATION

9:45 AM

  • Rick Di Mascio, Chief Executive Officer, Inalytics
  • Regulations have become much more stringent on ESG over the last couple of years. How can you stay on your toes?
  • Making progress: aligning manager and allocator interests on ESG – how to collaborate
  • Getting the reporting process right and overcoming operational headaches during this journey?
  • Looking at the impact of new EU taxonomy regulation – will this lead to needed standardization or more complications as the SEC et al bring in their own changes
  • Does adopting ESG factors improve returns? And are managers adapting existing funds to fit in with the times or launching new vehicles

ESG Landscape: What is best practice in ESG and can we square the circle of regulators, managers, and investors

PANEL 2

10:15 AM

Speakers:

  • Mike Fastert, Chief Operating Officer & Chief Legal Officer, TIG Advisors, LLC (moderator)
  • Douglas Hepworth, Executive Vice President and COO, Gresham Investment Management
  • Renald Durand, Director of Finance, Star Mountain Capital, LLC
  • Robert Brown, Co-Founder and Senior Partner, Atlas Impact Partners

11:00 AM

NETWORKING BREAK

Coffee break and a chance to meet our experts

11:30 AM

ROUNDTABLE ROUND 1

Delegates rotate through all 4 topics for small and focused discussion

Roundtable A: Outsourcing – new mindsets, new solutions…same problems

  • Jason Hubschman, Chief Operating Officer and Head of Products and Solutions, Lyxor Asset Management
  • Jonathan Hinkley, Senior Vice President, Linedata

Roundtable B: Achieving Operational Alpha – management styles and strategies to accelerate growth

  • Adam Salter, Senior Solutions Consultant, SS&C Advent
  • Brendan McCarty, Managing Principal & Founder, Column E Advisors, LLC & Column E Management, LLC
  • Keith Danko, Founder, Witherspoon Partners and Stonegate Alternative Solutions
  • Jonathan Kanterman, Managing Partner, Institutional Asset Advisors

Roundtable C: Understanding and dealing with the cost of collateral inefficiency

  • Liam Huxley, Founder and CEO, Cassini Systems
  • Mike Fastert, Chief Operating Officer & Chief Legal Officer, TIG Advisors, LLC

Roundtable D: New compliance horizon building an operational roadmap for current SEC priorities

  • Christopher DiTata, Esq, Vice President and General Counsel, RIA in a Box
  • Suzan Rose, Senior Advisor, AIMA

12:15 PM

ROUNDTABLE ROUND 2

Delegates rotate through all 4 topics for small and focused discussion

Roundtable A: Outsourcing

Roundtable B: Achieving Operational Alpha

Roundtable C: Understanding and dealing with the cost of collateral inefficiency

Roundtable D: New compliance horizon

  • Joseph Marren, President & CEO, Kstone Partners
  • Liam Huxley, Founder and CEO, Cassini Systems
  • Jonathan Hinkley, Senior Vice President, Linedata
  • Adam Salter, Senior Solutions Consultant, SS&C Advent
  • Christopher DiTata, Esq, SVP, Compliance Operations and General Counsel, RIA in a Box
  • Suzan Rose, Senior Advisor, AIMA

1:00 PM

NETWORKING LUNCH

ROUNDTABLE ROUND 3

Delegates rotate through all 4 topics for small and focused discussion

2:15 PM

Roundtable D: New compliance horizon

Roundtable C: Understanding and dealing with the cost of collateral inefficiency

Roundtable B: Achieving Operational Alpha

Roundtable A: Outsourcing

  • Christopher DiTata, Esq, Vice President and General Counsel, RIA in a Box
  • Derek Backofen, Managing Director and Chief Compliance Officer, MKP Capital Management
  • Thomas DeVita, Principal, Chief Financial Officer and General Counsel, MKP Capital Management
  • Adam Salter, Senior Solutions Consultant, SS&C Advent
  • Joseph Marren, President & CEO, Kstone Partners
  • Liam Huxley, Founder and CEO, Cassini Systems
  • Mitchell Dong, Managing Member and CEO, Pythagoras Investments
  • Jonathan Hinkley, Senior Vice President, Linedata

ROUNDTABLE ROUND 4

Delegates rotate through all 4 topics for small and focused discussion

3:00 PM

Roundtable D: New compliance horizon

Roundtable C: Understanding and dealing with the cost of collateral inefficiency

Roundtable B: Achieving Operational Alpha

Roundtable A: Outsourcing

  • Christopher DiTata, Esq, Vice President and General Counsel, RIA in a Box
  • Derek Backofen, Managing Director and Chief Compliance Officer, MKP Capital Management
  • Thomas DeVita, Principal, Chief Financial Officer and General Counsel, MKP Capital Management
  • Adam Salter, Senior Solutions Consultant, SS&C Advent
  • Joseph Marren, President & CEO, Kstone Partners
  • Jonathan Hinkley, Senior Vice President, Linedata
  • Liam Huxley, Founder and CEO, Cassini Systems
  • Mitchell Dong, Managing Member and CEO, Pythagoras Investments

3:45 PM

NETWORKING BREAK

Coffee break and a chance to meet our experts

  • Digital assets: becoming an institutional market?
  • Current case for investing in digital assets
  • Current investment strategies - bolting on to existing strategies or launch something new?
  • Operations: Trading and custody solutions
  • Getting your risk management right
  • Security and regulatory issues
  • Explaining these strategies to institutional allocators

Product focus: digital assets - readying the strategies and funds of the future

PANEL 3

4:15 PM

Speakers:

  • Mitchell Dong, Managing Member and CEO, Pythagoras Investments (moderator)
  • Brian Kelly, Founder and CEO, BKCM
  • Christina Rolle, Executive Director, The Securities Commission of The Bahamas
  • Glenn Barber, Head of Sales & Business Development, Americas, Copper.co
  • Kevin Kang, Founding Principal and Chief Investment Officer, BKCoin Capital
  • How to stand out in a crowded market - will this change
  • How to create a profile and sentiment around the sector that allocators respond to
  • Do hedge funds needs to be better ‘corporate citizens’ – what are the tenor of the times and how can your brand present a positive face?
  • What are the known unknowns shaping the future of the space?
  • Competing with tech for talent and territory – what can you offer that Facebook can’t
  • How far will outsourcing go? Is doing more with less the future?
  • Emergence of new strategies and hybrid models - do managers need to become more like private markets specialists
  • Where next in the ESG debate? The evolution of this space will define managers' operational, compliance, investment and sales functions over the next 5+ years. How can we move from internal reviews and reporting requirements to an approach that affects real change?

Protecting the brand: Future-proofing and future mapping our industry

PANEL 4

5:00 PM

Speakers:

  • Michelle Noyes, Managing Director, AIMA (moderator)
  • Andrew Downes, Founding Partner and Chief Operating Officer, Atreaus Capital
  • Jonathan Kanterman, Managing Partner, Institutional Asset Advisors
  • Keith Danko, Founder, Witherspoon Partners and Stonegate Alternative Solutions
  • Jason Hubschman, Chief Operating Officer and Head of Products and Solutions, Lyxor Asset Management

5:45 PM

NETWORKING

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

7:00 PM

EVENT CLOSES

8:30 AM

REGISTRATION AND NETWORKING BREAKFAST

9:00 AM

OPENING REMARKS

  • Has the last 18months led to a new resolve to do more with tech – what have been the key lessons here?
  • How are hedge funds prioritising new technologies to adjust their investment strategies to today’s market dynamics?
  • What technology trends do you anticipate coming to the fore, over the next five years?
  • The increasing role of AI and machine learning tools – which aspects of the hedge fund operating model might best benefit?
  • What new job roles will we see evolve this decade?

Setting the agenda - Future trends in Hedge Fund Technology

PANEL 1

9:00 AM

Speakers:

  • Andrew Robson, CEO, Verity (moderator)
  • Arthur Vaccarino, Chief Technology Officer, IONIC Capital Management LLC
  • Hendra Soetjahja, Chief Investment and Information Officer (CIOs), Kilohana Capital
  • Jason Hubschman, Chief Operating Officer and Head of Products and Solutions, Lyxor Asset Management
  • How are technology platforms re-shaping the capital introduction model?
  • What types of technology are IR teams introducing, as a result of the pandemic, to connect with investors?
  • How is the IR role evolving in line with tech innovation, and how is this helping improve investor communication/reporting?
  • What kind of best practices should managers be mindful of, when doing virtual fundraising, and what are some of the main risks to avoid?
  • Will we see a hybrid approach to fundraising, on a permanent basis, going forward, combining the human element with the machine?

IR 2.0 - Digitising fundraising and investor relations

PANEL 2

9:45 AM

Speakers:

  • Michelle Noyes, Managing Director, AIMA (moderator)
  • Meghan Munchoff, Managing Director of Marketing and Investor Relations, 400 Capital
  • Jonathan Kanterman, Managing Partner, Institutional Asset Advisors
  • Jon Caplis, CEO and member of the Board of Directors, PivotalPath's

10:30 AM

NETWORKING BREAK

Coffee break and a chance to meet our experts

11:00 AM

ROUNDTABLE ROUND 1

Delegates rotate through all 3 topics for small and focused discussion

Roundtable A: ESG - How can technology support meaningful reporting and support heightened expectations in this space

Roundtable B: Leadership suite – managing upwards - fighting for budget - and outwards, via a holistic approach to vendor management

Roundtable C: Safeguarding the ‘Republic of the Remote’ – how technology has enhanced remote working and how are managers capitalizing on this and insulating remote teams from security threats

  • Jose Cortez, VP, Buy-Side OEMS Sales, FlexTrade
  • Kenneth Goodwin, Managing General Partner, Jeanensis Ventures
  • Joseph Marren, President & CEO, Kstone Partners

11:45 AM

ROUNDTABLE ROUND 2

Delegates rotate through all 3 topics for small and focused discussion

Roundtable A: ESG

Roundtable B: Leadership suite

Roundtable C: Safeguarding the ‘Republic of the Remote’

  • Jose Cortez, VP, Buy-Side OEMS Sales, FlexTrade
  • Kenneth Goodwin, Managing General Partner, Jeanensis Ventures
  • Erica Laudano, Chief Compliance Officer & Assistant General Counsel, LibreMax Capital
  • Joseph Marren, President & CEO, Kstone Partners

12:30 PM

NETWORKING LUNCH

2:00 PM

ROUNDTABLE ROUND 3

Delegates rotate through all 3 topics for small and focused discussion

Roundtable B: Leadership suite

Roundtable C: Safeguarding the ‘Republic of the Remote’

Roundtable A: ESG

  • Jose Cortez, VP, Buy-Side OEMS Sales, FlexTrade
  • Kenneth Goodwin, Managing General Partner, Jeanensis Ventures
  • Ronen Rub, Founder and CTO, R2 Logic

2:45 PM

NETWORKING BREAK

Coffee break and a chance to meet our experts

  • How is artificial intelligence being used to improve cybersecurity tools i.e. better helping firms identify changes in employee behaviour ahead of a data breach?
  • Home is where the threat is – how is endpoint security stepping up to protect remote office working?
  • How to guard against emerging cyber threats, such as ‘Insider-as-a-service’ model, aimed at bad actors being recruited remotely and stealing IP.
  • What should today’s COO, CTO or CISO be prioritizing to maintain data security and good cyber hygiene?
  • What does the next evolution of the public cloud look like? And what might the long-term benefits be to asset managers?
  • API trends and latest areas of cloud tool application across the enterprise

Patrolling the perimeter – Cybersecurity and cloud technology

PANEL 3

3:15 PM

Speakers:

  • Gwyn Roberts, Chief Strategy Officer, Global Fund Media (moderator)
  • Arthur Vaccarino, Chief Technology Officer, IONIC Capital Management LLC
  • Craig Peretz, Chief Financial Officer, Golden Eagle Strategies
  • Overcoming the challenge of analysing large data sets before the data becomes obsolete; what techniques are managers pursuing to gain, and maintain, an edge?
  • What advances in algorithms are being applied to parsing and analysing textual data – and are these advances improving the power of predictive analytics?
  • How are hedge fund managers developing their own proprietary tools to make data management processes and controls more efficient?
  • Best practices for setting out and overseeing an effective data management strategy
  • The role of internal culture in setting out a path for data transformation

Bringing clarity, avoiding confusion – best practice in data management and analytics

PANEL 4

4:00 PM

  • Gwyn Roberts, Chief Strategy Officer, Global Fund Media (moderator)
  • Arnold Rozenvasser, Managing Director, Optima Asset Management
  • Matei Zatreanu, Founder, System2
  • Ronen Rub, Founder and CTO, R2 Logic

Speakers:

4:45 PM

NETWORKING

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

6:00 PM

EVENT CLOSES

Adam Salter

Senior Solutions Consultant at SS&C Advent

Read more

Alex Liu

Andrew Downes

COO & CCO at Wynnefield Capital Inc.

Read more

Founding Partner and Chief Operating Officer at Atreaus Capital

Read more

Andrew Robson

CEO at Verity

Read more

Arnold Rozenvasser

Chief Technology Officer at IONIC Capital Management LLC

Read more

Managing Director at Optima Asset Management

Read more

Arthur Vaccarino

Brendan McCarty

Managing Principal and Founder at Column E Advisors, LLC & Column E Management, LLC

Read more

Brian Kelly

Founder and CEO at BKCM

Read more

Christina Rolle

Executive Director at The Securities Commission of The Bahamas

Read more

Christopher DiTata, Esq

Vice President and General Counsel at RIA in a Box

Read more

Craig Peretz

Chief Financial Officer at Golden Eagle Strategies

Read more

Derek Backofen

Managing Director and Chief Compliance Officer at MKP Capital Management

Read more

Douglas Hepworth

Executive Vice President and COO at Gresham Investment Management

Read more

Erica Laudano

Chief Compliance Officer & Assistant General Counsel at LibreMax Capital

Read more

Glenn Barber

Head of Sales & Business Development, Americas at Copper.co

Read more

Gwyn Roberts

Chief Strategy Officer at Global Fund Media

Jason Hubschman

Chief Operating Officer and Head of Products and Solutions at Lyxor Asset Management

Read more

Joseph Marren

President & CEO at Kstone Partners

Read more

Jonathan Kanterman

Managing Partner at Institutional Asset Advisors

Read more

Jonathan Hinkley

Senior Vice President at Linedata

Read more

Jon Caplis

CEO and member of the Board of Directors at PivotalPath's

Read more

Jose Cortez

VP, Buy-Side OEMS Sales at FlexTrade

Read more

Hendra Soetjahja

Chief Investment and Information Officer (CIOs) at Kilohana Capital

Read more

Keith Danko

Founder at Witherspoon Partners and Stonegate Alternative Solutions

Read more

Kenneth Goodwin

Managing General Partner at Jeanensis Ventures

Read more

Kevin Kang

Founding Principal and Chief Investment Officer at BKCoin Capital

Read more

Liam Huxley

Founder and CEO at Cassini Systems

Read more

Matei Zatreanu

Founder at System2

Read more

Meghan Munchoff

Managing Director of Marketing and Investor Relations at 400 Capital

Read more

Michelle Noyes

Managing Director at AIMA

Read more

Mike Fastert

Chief Operating Officer & Chief Legal Officer at TIG Advisors, LLC

Read more

Mitchell Dong

Managing Member and CEO at Pythagoras Investments

Read more

Renald Durand

Director of Finance at Star Mountain Capital, LLC

Read more

Rick Di Mascio

Chief Executive Officer at Inalytics

Read more

Robert Brown

Co-Founder and Senior Partner at Atlas Impact Partners

Read more

Ronen Rub

Founder and CTO at R2 Logic

Read more

Steven A. Yadegari

Founder and CEO at FiSolve

Read more

Suzan Rose

Senior Advisor at AIMA

Read more

Thomas DeVita

Principal, Chief Financial Officer and General Counsel at MKP Capital Management

Read more

HEDGE FUND MANAGERS

100+

EXPERT SPEAKERS

30+

SERVICE PROVIDERS

20

INVESTORS

10

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

"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

REGISTRATION FOR THIS EVENT HAS NOW CLOSED

Hedgeweek provides highly relevant and actionable information for hedge funds, service providers, and investors.

contact us:

© 2024 Hedgeweek All rights reserved.

Terms & conditions

To view our Terms & Conditions please click here.


To see how your data is processed by Global Fund Media, view our Privacy Policy.


You can unsubscribe from communications at any time by clicking the unsubscribe link at the bottom of any email.

FOLLOW us:

Icon