Evolving operations, identifying opportunities and exploring solutions

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

SPONSOR ENQUIRIES

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?

  • 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

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

Key priorities for hedge fund leaders: A guided discussion for C-suite professionals at management firms addressing:

  • Key operational trends
  • Key strategy trends
  • Allocator activity
  • Direction of new regulation
  • Top 5 priorities of 2023

Invite-only breakfast

8:30 AM

REGISTRATION AND BREAKFAST

8:55 AM

OPENING REMARKS

  • Tony Griffiths, Director of Content, Global Fund Media
  • Tony Griffiths, Director of Content, Global Fund Media
  • 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?

Navigating the 3 Is: Interest rates, inflation and investor interest: how will the hedge fund sector come into its own in 2023, while dealing with market headwinds and the challenges of new regulation

PANEL 1

9:00 AM

Speakers:

  • Douglas Hepworth, Chief Operating Officer, Chief Risk Officer & Founder, Gresham Investment Management
  • Manoj Ramnani, Chief Investment Officer, 93 East Capital, LLC
  • Benjamin Truitt, CFA, Founder and CEO, Spire Fund Advisory

‘Illiquidity premium’: What to consider when contemplating and launching a hybrid vehicle

Fireside Chat

9:45 AM

  • Increasing numbers of managers are launching illiquid or PE style vehicles. What are the added benefits of having these hybrid vehicles and how does it shift your operational focus?
  • How is the current market affecting allocator trends
  • The resurgence of the SMA – how is this being reinvented for more transparency and a wider global reach...
  • ...and how are managers structuring funds to suit different investor-types
  • What are the alternative ways to raise assets – particularly around technology platforms
  • What impact have new SEC marketing rule had on your ability to reach investors?
  • Dealing with an increasingly bifurcated industry:

Allocator trends: Getting your messaging right and distributing globally

PANEL 2

10:00 AM

  • How can large managers avoid being asset gatherers and retain a competitive edge – should they consider growing an existing specialism or trying to develop more multi-strat solutions?
  • Do smaller managers risk being frozen out? How can sub-$1bn players make the most of their skillset when communicating with allocators? Could we see the merging of smaller managers to get in front of bigger allocators?

10:45 AM

NETWORKING BREAK

Coffee break and a chance to meet our experts

11:15 AM

ROUNDTABLE ROUND 1

Delegates select 3 of 4 topics for small and focused discussion, lead by sector experts

Roundtable A: Cybersecurity 2.0: How have SEC rule changes turned a reputational issue into a compliance threat as well

  • Are firms ready for a new wave of threats – and compliance requirements?
  • What represents best practice now and how will this evolve over the coming months?
  • Mitigating the latest threats is only one aspect of protection – as the SEC becomes more hawkish on preparedness, what does cybersecurity compliance look like in 2023?
  • Can the good work at the management firm level be undone by weaknesses at third party vendors? How to make sure that every link in the chain is strong

Speaker:

  • David Papson, Chief Executive Officer, CDT Capital Management

Roundtable B: ESG acceleration: How do you deal with allocator questions and emerging regulatory issues

  • 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?

Speaker:

  • Arthur Melkonian, Chief Operating Officer, Equinox Partners
  • Madeleine Rice, Director of Research & Head of ESG, Taconic Capital Advisors LP

Roundtable C: IR 2.0: Raising the stakes – how managers leverage technology for more effective marketing, fundraising, and onboarding

  • 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?

Speakers:

  • Nicholas Breault, Director Business Development, Opus Fund Services

Roundtable D: Data, data everywhere: How to get your data management right and leverage it for better reporting and investment decision making

  • 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

Speaker:

  • Adrian Iosifescu, CTO, CIFC Asset Management

12:00 PM

ROUNDTABLE ROUND 2

Delegates select 3 of 4 topics for small and focused discussion, lead by sector experts

Roundtable A: Cybersecurity 2.0

Roundtable B: ESG acceleration

Roundtable C: IR 2.0

Roundtable D: Data, data everywhere

  • David Papson, Chief Executive Officer, CDT Capital Management
  • Sandra Myburgh, Chief Executive Officer, FERN Impact Partners LLC
  • Arthur Melkonian, Chief Operating Officer, Equinox Partners
  • Madeleine Rice, Director of Research & Head of ESG, Taconic Capital Advisors LP
  • Adrian Iosifescu, CTO, CIFC Asset Management
  • Nicholas Breault, Director Business Development, Opus Fund Services

12:45 PM

NETWORKING LUNCH

  • 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?

High-water mark: Has outsourcing reached its apex, is there even anything left to handover to third parties and is the next frontier now about properly integrating and systematising a hotchpotch of historical and new third-party relationships

PANEL 3

2:00 PM

  • What other areas of your ops could be outsourced?
  • Extension of outsourcing to front office
  • Promise of technology adoption to integrate all these services – is it possible to do this coherently, cheaply and achieve accurate reporting?
  • Co-sourcing and in-sourcing versus standard outsourcing – co-sourcing approach winning with larger funds, but what does it also mean for smaller players?
  • Benefits and trade-offs
  • Decision considerations for co-sourcing versus standard outsourcing
  • Lessons from the pandemic
  • Cybersecurity is not an afterthought any more for private credit managers
  • Hybrid operating model and implications for talent management – keeping all the stakeholders aligned and the ‘art of the flexibility’ for talent management

Speakers:

  • Mark Gurevich, Chief Compliance Officer & Deputy General Counsel, Maverick Capital
  • Michelle McGurk, Chief Financial Officer, Chief Compliance Officer, Strobus Capital LLC
  • Tom Kennedy, COO, CFO & CCO, Opti Capital Management, LP
  • David Zeiden, Executive Managing Director, Chief Compliance Officer & Chief Regulatory Counsel, Sculptor Capital Management

2:45 PM

ROUNDTABLE ROUND 3

Delegates select 3 of 4 topics for small and focused discussion, lead by sector experts

Roundtable A: Cybersecurity 2.0

Roundtable B: ESG acceleration

Roundtable C: IR 2.0

Roundtable D: Data, data everywhere

  • Nicholas Breault, Director Business Development, Opus Fund Services
  • Sandra Myburgh, Chief Executive Officer, FERN Impact Partners LLC

3:30 PM

NETWORKING BREAK

Coffee break and a chance to meet our experts

Fireside Chat

4:00 PM

Selling out?: How has the industry navigated the SEC’s changes to marketing rules and where to next?

  • SEC priorities across:

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

PANEL 4

4:15 PM

  • Marketing
  • Cyber security
  • Reporting on your service providers
  • ESG
  • Looming further afield in the EU and beyond
  • How to deal with a regulatory review?
  • Navigating new regulation, staying compliant and avoiding the reputational nightmare of enforcement actions

Speakers:

  • Jennifer Wood, Managing Director, Global Head of Asset, Management Regulation & Sound Practices, AIMA (moderator)
  • Kelly Branco, Chief Financial Officer & Chief Compliance Officer, Tremblant Capital Group
  • Sean Cumiskey, Co-Chief Operating Officer, Yiheng Capital Management LP
  • Katherine Dowling, Chief Compliance Officer & General Counsel, Bitwise Asset Management

Distilled Insights: Over whisky tasting, listen to three allocators discuss their views on the hedge fund space and their own current investment priorities.

Final session

5:00 PM

5:45 PM

NETWORKING

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

7:00 PM

EVENT CLOSES

Director Business Development at Opus Fund Services

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Nicholas Breault

Kelly Branco

Chief Financial Officer & Chief Compliance Officer at Tremblant Capital Group

Read more

Sean Cumiskey

Co-Chief Operating Officer at Yiheng Capital Management LP

Read more

Katherine Dowling

General Counsel, Chief Compliance Officer at Bitwise Asset Management

Read more

Evan J. Glover

Mark Gurevich

Chief Investment Officer at Tetelestai Capital

Read more

Chief Compliance Officer & Deputy General Counsel at Maverick Capital

Douglas Hepworth

Chief Operating Officer, Chief Risk Officer & Founder at Gresham Investment Management

Read more

Adrian Iosifescu

Tom Kennedy

CTO at CIFC Asset Management

Read more

COO, CFO & CCO at Opti Capital Management, LP

David Papson

Chief Executive Officer at CDT Capital Management

Read more

Arthur Melkonian

Chief Operating Officer at Equinox Partners

Read more

Michelle McGurk

Chief Financial Officer, Chief Compliance Officer at Strobus Capital LLC

Read more

Sandra Myburgh

Chief Executive Officer at FERN Impact Partners LLC

Manoj Ramnani

Madeleine Rice

Chief Investment Officer at 93 East Capital LLC

Read more

Director of Research & Head of ESG at Taconic Capital Advisors LP

Read more

Benjamin Truitt, CFA

Founder and CEO at 93 Spire Fund Advisory

Read more

David Zeiden

Jennifer Wood

Executive Managing Director, Chief Compliance Officer & Chief Regulatory Counsel at Sculptor Capital Management


Managing Director, Global Head of Asset, Management Regulation & Sound Practices at AIMA

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

Dress code for this event is business casual

Please keep all electronic devices remain on silent at all times 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 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

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