Thursday, June 6th, 2024 | Convene 101 Park Avenue, New York

Mission-critical guidance for new and emerging managers

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#HWEmergingManagersSummit

This event is aimed at management firms and funds in their early stages of development, as well as managers and funds operated by women and leaders from diverse backgrounds.


Our sincere mission is to create a series of conversations that will enable your new firm or fund to be set for growth, success, and security. Dealing with issues spanning operations, strategy and compliance this event is designed for decision makers from across the emerging managers suite.


For any new fund manager, getting the planning right at the pre-launch and post-launch phases can potentially make the difference between success or costly failure. Through a series of in-depth panel discussions, presentations and breakout sessions, this event will lay out the main considerations for an engaged audience.


The Hedgeweek Emerging Managers Summit, hosted by Hedgeweek, is your bridge to a new understanding of each of the critical steps involved to successfully bring a hedge fund to market.


During this carefully curated series of panels and roundtables, there will be time for networking and informal conversations with close peers and colleagues.

Hedgeweek’s event will:

  • Be a closed and invite-only gathering, this means no media and a curated audience of genuine peers
  • Bring together senior staff from across the leadership suite to discuss shared problems, opportunities and solutions
  • Focus on current trends, emerging themes and the likely innovations and disruptors of the next 5 years

All Hedgeweek Summits operate under Chatham House Rule. This means that attendees are free to use the information received, but neither the identity nor the affiliation of the speaker(s), nor that of any other participant, may be revealed. Recording of the panels and roundtables is strictly prohibited by attendees. Private Equity Wire staff may make recordings on the day for promotional purposes. No audio recording of panel discussions will be included in any promotional items.

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THE SUMMIT IN NUMBERS

HEDGE FUND

MANAGERS

100+

EXPERT SPEAKERS

30

ATTENDEES

150+

HOURS OF CONTENT

10+

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ALLOCATORS

20+
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7:15 AM

PRE-REGISTRATION AND INVITE-ONLY PRIVATE BREAKFAST DISCUSSION

Invite-only breakfast

7:30 AM

Top 5 priorities for leaders at new and emerging managers

A guided discussion for C-suite professionals at management firms addressing:

  • Key operational trends
  • Emerging strategy trends
  • Allocator activity and fundraising
  • Direction of new regulation

8:30 AM

REGISTRATION AND NETWORKING BREAKFAST

(30 mins)

9:00 AM

WELCOME ADDRESS

  • An overview of the current economic environment as the end of H1 2024 nears
  • How has – and will – the macro environment impact allocators’ investment focus?
  • How can emerging managers adapt to the environment to not only survive, but thrive?
  • Looking ahead, what key trends and challenges are expected to impact emerging markets?

Headwinds ahoy? The macro-outlook for H2 and its impact on emerging managers

PANEL 1

9:05 AM

Speakers:

  • Bob Elliott, Founder, CEO and CIO, Unlimited
  • David Papson, CEO, CDT Capital Management
  • Kris Sidial, Co-CIO, The Ambrus Group

FIRESIDE CHAT

9:45 AM

Navigating new rules: Regulation, reporting and the SEC

With 22 new rules from the SEC due by spring 2024, what changes have been made and what is set to come? Hear from a Chief Compliance Officer from a leading hedge fund on how the latest regulation, reporting and ESG rules will impact emerging managers.

Speakers:

  • John Grady, COO and General Counsel, ABR Dynamic Funds
  • Michael Schwenk, General Counsel & Chief Compliance Officer, NWI Management
  • How do you achieve sustainable operational practices? What role does outsourcing play?
  • Will remaining flexible hinder operations or allow for a competitive edge?
  • Not only with scaling up, but also scaling back down, what role can technology play within this?
  • What lessons can be learned from the common practice failures?
  • Regulatory roadmap - which new and existing laws require the attention of emerging managers?

What goes up, could come down: Operations with a degree of flexibility

PANEL 2

10:00 AM

Speakers:

  • Ashish Bakshi, COO, CFO, and General Counsel, Hara Global Capital
  • Hendra Soetjahja, Founder and CIO, Kilohana Capital
  • Michael Swensson, Co-Founder and COO, M31 Capital
  • Irshad Karim, General Counsel & Chief Compliance Officer, Lion Point Capital

10:40 AM

NETWORKING BREAK

Coffee break and a chance to meet our experts

11:10 AM

ROUNDTABLE ROUND 1

Roundtables take place as repeated parallel sessions. Delegates register in advance for 3 of 4 topics.

Roundtable A: Start-up boot camp: All things tax for new and emerging managers

  • Comparing fund structures: standalone vs master feeder, domestic vs offshore
  • Offshore jurisdictions: Comparing the Caymans with British Virgin Islands
  • Taxation of Carried Interest, Disposition of QSBS, and SE/ NII taxes
  • How funds can value illiquid securities
  • Muhammad Akram, CPA, Founder & Certified Public Accountant, Akram & Associates
  • Alex Cummings, Member Tax and CPA, Akram & Associates

Speakers:

Roundtable B: Sustaining company culture: Building a team to last

  • Defining a sustainable company culture that withstands the future of a fund
  • How do you ensure new hires are the right fit?
  • Best practices for improving staff retention rates
  • What are the common mistakes and what can we learn from them?

Speakers:

  • Michelle McGurk, CFO, COO, CCO, Strobus Capital
  • Isabelle Freidheim, Founder and Managing Partner at Athena Capital

Roundtable C: AI Disruption: Tech Innovations for the funds of the future

  • Has AI proven itself against the hype or are we still some time away from seeing its full potential?
  • For emerging funds, how important is it for innovative tech to be built into the company strategy?
  • Do the costs outweigh the benefits when it comes to the return of the investment?
  • From an allocator perspective, is a forward-thinking technology framework an essential criterion?

Speaker:

  • Hendra Soetjahja, Founder and CIO, Kilohana Capital

11:45 PM

ROUNDTABLE ROUND 2

Roundtables take place as repeated parallel sessions. Delegates register in advance for 3 of 4 topics.

Roundtable B: Sustaining company culture: Building a team to last

Roundtable C: AI Disruption: Tech Innovations for the funds of the future

  • Hendra Soetjahja, Founder and CIO, Kilohana Capital
  • Michelle McGurk, CFO, COO, CCO, Strobus Capital
  • Isabelle Freidheim, Founder and Managing Partner at Athena Capital

Roundtable A: Start-up boot camp: All things tax for new and emerging managers

  • Muhammad Akram, CPA, Founder & Certified Public Accountant, Akram & Associates
  • Alex Cummings, Member Tax and CPA, Akram & Associates

12:20 PM

NETWORKING LUNCH

  • Experts in ops and tech exchange ideas on best practices and latest innovations
  • What is the role of AI at start-up hedge funds?
  • Key themes on the agenda: Cybersecurity, tech resilience and efficiency
  • How does tech vary between start-up firms and platform 'pods' - and how should founders prepare?

Tech twists and turns: How to futureproof a start-up

PANEL 3

1:20 PM

Speaker:

  • Bernie Yu, Chief Investment Officer, Patronus Capital Management

2:00 PM

ROUNDTABLE 2 - ROUND 1

Roundtables take place as repeated parallel sessions. Delegates register in advance for 3 of 4 topics.

Roundtable A: Modern marketing: Paving the way to success

  • Best practices for modern marketing strategies
  • Utilising social media with affective communication and messaging
  • How to build diverse discoverability methods and increase visibility?
  • What are the regulatory risks at stake and how can you stay on the right side of them?

Roundtable B: Risk vs Reward: Demystifying risk to improve your pitch

  • Demystifying the definitions of risk metric terminology to give you the upper hand
  • Best practices for risk management
  • When it comes to factor analysis, what are the expectations of allocators?
  • How to assess your performance based on risk factors

Speaker:

  • Brett Wilzbach, Senior Director - Portfolio Market Risk Optimization, Cannae Portfolio Advisors LLC

Roundtable C: The winning ticket: Value adds for emerging managers

  • Opportunities for emerging managers vs established funds
  • Creating additional values from the flexibilities unique to smaller funds
  • Pitch trends, tips and best practices

Speaker:

  • Jean Josse, Chief Investment Officer, GlassBead Capital Management
  • Sarah Busch, Associate Director - Head of ESG, Aperture Investors

2:35 PM

ROUNDTABLE 2 - ROUND 2

Roundtables take place as repeated parallel sessions. Delegates register in advance for 3 of 4 topics.

Roundtable B: Risk vs Reward: Demystifying risk to improve your pitch

Roundtable C: The winning ticket: Value adds for emerging managers

  • Jean Josse, Chief Investment Officer, GlassBead Capital Management
  • Sarah Busch, Associate Director - Head of ESG, Aperture Investors

Roundtable A: Modern marketing: Paving the way to success

  • Brett Wilzbach, Senior Director - Portfolio Market Risk Optimization, Cannae Portfolio Advisors LLC

3:10 PM

NETWORKING BREAK

Coffee break and a chance to meet our experts

What are allocators looking for when it comes to investing in emerging funds? Hear insights from a leading allocator on the expectations, realities and the qualities that can help you stand out amongst the competition.

The allocator perspective

FIRESIDE CHAT

3:45 PM

  • An overview of the types of allocators currently interested in new launches
  • What are your unique selling points and how do you convey them clearly?
  • How do you identify prospects and what are the strategic steps required to target them?
  • When to soft-close and how to communicate this to current and prospective LPs

Fundraising: LP types and how to reach them

PANEL 4

4:00 PM

Speakers:

  • Kevin Dinh, Director, Tensile Capital Management LP
  • Michael Lubman, Chief Operating Officer / Director, Green Trading Capital Management
  • Emily Bargabos, Head of Investor Relations, Bienville Capital
  • Kelly Chesney, Co-Founder and COO. Pluscios Management

A selected emerging fund manager will deliver a 5-minute pitch to a panel of experts to receive the constructive criticism not often heard. With insights into the messaging, marketing materials and presentation skills, it is a chance for the fund, and the audience, to ask questions to help them gain an advantage for future pitches.

Live Pitch and Q&A:

4:40 PM

5:00 PM

NETWORKING

Drinks reception

6:00 PM

EVENT CLOSES

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/

Ashish Bakshi

COO, CFO, and General Counsel at Hara Global Capital

Read more

Kevin Dinh

Director at Tensile Capital Management LP

Bob Elliott

Founder, CEO and CIO at Unlimited

Read more

Isabelle Freidheim

Founder and Managing Partner at Athena Capital

Read more

John Grady

COO and General Counsel at ABR Dynamic Funds

Jean Josse

Chief Investment Officer at GlassBead Capital Management

Read more

Michael Lubman

Chief Operating Officer / Director, Green Trading Capital Management

Read more

Michelle McGurk

CFO, COO, CCO at Strobus Capital

Read more

David Papson

CEO at CDT Capital Management

Michael Schwenk

General Counsel & Chief Compliance Officer at NWI Management

Read more

Kris Sidial

Co-CIO at The Ambrus Group

Read more

Hendra Soetjahja

Founder and CIO at Kilohana Capital

Michael Swensson

Co-Founder and COO at M31 Capital

Read more

Bernie Yu

Chief Investment Officer at Patronus Capital Management

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Convene 101 Park Avenue

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

Venue Requirements

Dress Code

Electronic Devices

Please note attendees are asked to dress in business casual.

We kindly ask attendees to please keep electronic devices on silent during panels and roundtables.

Photo ID

Please bring a form of identification in order to access the venue.

APPLY TO ATTEND THE HEDGEWEEK

US EMERGING MANAGERS SUMMIT

Please note that registration for this summit is only open to senior executives at fund managers and investors. If you are a service provider and would like to attend, please get in touch with us via the sponsor enquiries form, or on sales@hedgeweek.com.

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