Evolving operations, identifying opportunities and exploring solutions

REGISTER YOUR INTEREST

Wednesday, March 29, 2023 | Convene 101 Park Avenue, New York

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

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

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

PRESENTATION

9:45 AM

  • 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

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

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

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

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

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

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

  • 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

5:45 PM

NETWORKING

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

7:00 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 Avenue

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

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.

"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 YOUR INTEREST FOR THE HEDGE FUND US LEADERSHIP SUMMIT

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