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.

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

REGISTRATION AND NETWORKING BREAKFAST

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

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

PRESENTATION

• 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

NETWORKING BREAK

Coffee break and a chance to meet our experts

ROUNDTABLE ROUND 1

Delegates rotate through all 4 topics for small and focused discussion

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

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

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

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

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

NETWORKING LUNCH

ROUNDTABLE ROUND 3

Delegates rotate through all 4 topics for small and focused discussion

Roundtable D: New compliance horizon

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

Roundtable B: Achieving Operational Alpha

Roundtable A: Outsourcing

ROUNDTABLE ROUND 4

Delegates rotate through all 4 topics for small and focused discussion

Roundtable D: New compliance horizon

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

Roundtable B: Achieving Operational Alpha

Roundtable A: Outsourcing

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

• 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

NETWORKING

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

EVENT CLOSES

HEDGE FUND MANAGERS

100+

EXPERT SPEAKERS

30+

SERVICE PROVIDERS

20

Convene 101 Park Avenue

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

Visit website

Venue Requirements

Dress Code

COVID-19

Electronic Devices

We advise attendees to take a lateral flow test before the event to ensure the safety of everyone.

Business attire -

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

Electronic devices must remain silent at all times.

REGISTER YOUR INTEREST FOR THE HEDGE FUND US LEADERSHIP SUMMIT