Hedge Fund US Leadership Summit 2023

How do current market conditions impact the hedge fund space? Beyond performance and capital raising, what should our collective top priorities be?
With shifting economic sands, can the hedge fund space now come into its own? What is the marketplace narrative you should be using for investors?
How does this opportunity to market your strategy and raise capital work alongside new SEC rules – have the new marketing rules et al, changed the sector’s approach...
...and has this scrutiny changed your reporting?
Are you still considering launching new products and what are investors asking for: new investment opportunities or better performance from existing products?

How can managers stake a claim to being ESG compliant, particularly when most have no/little influence over the underlying investment?
Rolling out ESG standards and practices at the management firm level vs underlying funds
Stewardship and ESG committees – how do you proactively engage with investors and what are their top concerns and reporting needs?
Can following strict ESG guidelines help with performance or does it inhibit room for growth?
What does your firm need to know about greenwashing rules and ESG regulations at home and abroad?

How are IR and capital raising teams managing the shift from manual to more automated processes?
What are the benefits and the pressures of this transition? What have investors been saying about this change? How has their experience been impacted?
Change management and cost effectiveness inevitably play a key role in transitioning away from manual processes. How are managers tackling these issues?
Has this shift led to managers being able to reach a wider and more global audience?
In the past, managers have had to deal with a cumbersome paper trail. How is this documentation process changing now that it is being digitized?
What is the outlook for additional solutions to help managers leverage the use of technology in their marketing, fundraising and investor onboarding?

What should be your firm’s data management priorities be in 2023?
Evolution of data management - how to effectively aggregate and interpret data to become a more information-centric and streamlined organisation
How to review your data management technology, evolve it and execute the change management – without the stress!
Working with LPs on better reporting – what do they need and how can you help?
Not all data is equally weighted: How to accurately process data – particularly unstructured data
How to perform data due diligence

Outsourcing, now a strategic imperative for hedge funds – what are the current drivers and trends and what are the metrics – other than budgetary savings – of measuring success?
Pushing the boundaries of outsourcing to other higher value activities – where to next? Are you even examining the ‘fraction-lisation’ of once key staff – CTO, CFO…and even the COO. What are the benefits and risks here? Is the fractional COO a step too far? Without a fulltime ops head, who pulls all the outsourced services together?

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