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

Mission-critical guidance for new and emerging managers

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#HWEmergingManagersSummit

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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.

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. Hedgeweek 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 managers?

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

PANEL 1

9:05 AM

Speakers:

  • Moderator: Rishi Sadarangani, Founder & Chief Investment Officer, R/Evolution Gate
  • Bob Elliott, Founder, CEO and CIO, Unlimited
  • David Papson, CEO, CDT Capital Management
  • Sari Mayer, Director of Marketing and Investor Relations, Global Credit Advisers, LLC

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:

  • Moderator: Jenny Kim DeSmyter, Managing Director, SS&C Eze
  • Ashish Bakshi, COO, CFO, and General Counsel, Hara Global Capital
  • Irshad Karim, General Counsel & Chief Compliance Officer, Lion Point Capital
  • Hendra Soetjahja, Founder and CEO, Kilohana.AI Advisors

10:40 AM

NETWORKING BREAK

Coffee break and a chance to meet our experts

11:10 AM

ROUNDTABLE 1 - ROUND 1

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

Roundtable A: Evolution of the Modern Hedge Fund: The best foot forward

  • Technology & Data – Leveraging synergies & interoperability
  • Staffing Vs. Outsourcing – focus on Asset building / what makes the fund and its investors’ money
  • Scalability – multi asset / change in strategy. POD structure, new PM, trading new assets etc.
  • Cost efficiencies vs. Best of Breed – Is better TCO or specificity of workflow more important?

Speakers:

  • Derek Schure, Head of Sales, Buy-Side Solutions, LSEG
  • Michael Smith, Director, Global Sales Strategy & Execution for IMES & Equities, LSEG

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:

  • Joe Cassano, CPA, Partner, Withum
  • Michelle McGurk, CFO, COO, CCO, Strobus 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?

Speakers:

  • Hendra Soetjahja, Founder and CEO, Kilohana.AI Advisors
  • Renee Yao, Founder & CIO, Neo Ivy Capital

Roundtable D: 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

Speakers:

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

11:50 AM

ROUNDTABLE 1 - 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 CEO, Kilohana.AI Advisors
  • Renee Yao, Founder & CIO, Neo Ivy Capital

Roundtable A: Evolution of the Modern Hedge Fund: The best foot forward

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

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

  • Joe Cassano, CPA, Partner, Withum
  • Michelle McGurk, CFO, COO, CCO, Strobus Capital
  • Derek Schure, Head of Sales, Buy-Side Solutions, LSEG
  • Michael Smith, Director, Global Sales Strategy & Execution for IMES & Equities, LSEG

12:30 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

1:30 PM

Speakers:

  • Moderator: Stephen Kahn, Head of Operations, Talpion Fund Management
  • Renee Yao, Founder and CIO, NEO Ivy Capital
  • Bernie Yu, Chief Investment Officer, Patronus Capital Management

2:10 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?

Speakers:

  • Sari Mayer, Director of Marketing and Investor Relations, Global Credit Advisers, LLC
  • Sean Donohue, Founder and Managing Member, Saranac Lake Capital & Analyst, Aladdin Capital

Roundtable B: Building a Strong Foundation: A Roadmap for Emerging Managers

  • Aligning Strategy with Long Term Growth Goals
  • Understanding Your Investor Bases and Building a Strong Track Record within Your Network
  • Choosing the Right Fund Structure to Maximizing Efficiency
  • Balancing Outsourced & In-House Support for Operational Costs

Speakers:

  • David Horton, Partner and Assurance Leader, Anchin
  • Marina Shah, Partner, Anchin
  • Audelene Gutierrez, Partner, Anchin

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

Speakers:

  • Jean Josse, Chief Investment Officer, GlassBead Capital Management
  • Brett Wilzbach, Senior Director - Portfolio Market Risk Optimization, Cannae Portfolio Advisors LLC

2:50 PM

ROUNDTABLE 2 - ROUND 2

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

Roundtable B: Building a Strong Foundation: A Roadmap for Emerging Managers

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

  • Jean Josse, Chief Investment Officer, GlassBead Capital Management
  • Brett Wilzbach, Senior Director - Portfolio Market Risk Optimization, Cannae Portfolio Advisors LLC

Roundtable A: Modern marketing: Paving the way to success

  • Sari Mayer, Director of Marketing and Investor Relations, Global Credit Advisers, LLC
  • Sean Donohue, Founder and Managing Member, Saranac Lake Capital & Analyst, Aladdin Capital
  • David Horton, Partner and Assurance Leader, Anchin
  • Marina Shah, Partner, Anchin
  • Audelene Gutierrez, Partner, Anchin

3:30 PM

NETWORKING BREAK

Coffee break and a chance to meet our experts

A insightful one-on-one conversation with a Clear Street expert discussing the problems faced by emerging managers in portfolio management and other operational areas - and ways to overcome them.

Overcoming barriers in portfolio management

FIRESIDE CHAT

4:00 PM

Speakers:

  • Aftab Bose, Head of Private Markets Content, Global Fund Media
  • Judson Howson, Head of Institutional Product, Clear Street
  • 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

4:20 PM

Speakers:

  • Moderator: Kevin Dinh, Director, Tensile Capital Management LP
  • Emily Bargabos, Head of Investor Relations, Bienville Capital
  • Michael Lubman, Chief Operating Officer / Director, Green Trading Capital Partners
  • Alyssa Pessolano, Director of Marketing & Investor Relations, Engine Capital Management

5:00 PM

Hedgeweek US Emerging Manager Awards


Join Us For Hedgeweek’s Ultimate Emerging Manager Networking Experience

For more than a decade, Hedgeweek has been recognising excellence in the fields of fund performance and service provision. An allocator board, peer surveys, editorial expertise, and data analysis go into selecting our winners, helping us build one of the industry’s most influential awards programmes. Each event is an opportunity for celebration, networking and, most importantly, recognition, attended by an exclusive list of 100+ C-suite leaders from the manager, allocator, and service provider communities. At a time when hedge fund firms are having to dig deep, harness relationships, and find innovative ways to generate alpha, it’s more important than ever to acknowledge the emerging managers excelling in a turbulent environment.

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/

Muhammad A. Akram

Founder and CPA at Akram & Associates

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Head of Investor Relations at Bienville Capital

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Emily Bargabos

Ashish Bakshi

COO, CFO, and General Counsel at Hara Global Capital

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Joe Cassano

CPA, Partner at Withum

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Alex Cummings

Member Tax and CPA at Akram & Associates

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Jenny Kim DeSmyter

Managing Director at SS&C Eze

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Kevin Dinh

Director at Tensile Capital Management LP

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Sean Donohue

Bob Elliott

Founder at Saranac Lake Capital and Analyst at Aladdin Capital

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Founder, CEO and CIO at Unlimited

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Private Wealth Advisor I Family Wealth Director at Morgan Stanley

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Kevin Entwistle

John Grady

COO and General Counsel at ABR Dynamic Funds

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Audelene Gutierrez

Partner at Anchin

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David Horton

Partner and Assurance Leader at Anchin

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Judson Howson

Head of Institutional Product at Clear Street

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Jean Josse

Chief Investment Officer at GlassBead Capital Management

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Irshad Karim

General Counsel & Chief Compliance Officer at Lion Point Capital

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Head of Operations at Talpion Fund Management

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Stephen Kahn

Michael Lubman

Chief Operating Officer / Director at Green Trading Capital Partners

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Sari Mayer

Michelle McGurk

Director of Marketing and Investor Relations at Global Credit Advisers, LLC

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CFO, COO, CCO at Strobus Capital

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David Papson

CEO at CDT Capital Management

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Alyssa Pessolano

Director of Marketing & Investor Relations at Engine Capital Management

Read more

Rishi Sadarangani

Founder & Chief Investment Officer at R/Evolution Gate

Derek Schure

Head of Sales, Buy-Side Solutions at LSEG

Read more

Michael Schwenk

General Counsel & Chief Compliance Officer at NWI Management

Read more

Marina Shah

Partner at Anchin

Read more

Michael Smith

Director, Global Sales Strategy & Execution for IMES & Equities at LSEG

Read more

Hendra Soetjahja

Founder and CEO at Kilohana.AI Advisors

Read more

Brett Wilzbach

Senior Director in portfolio market risk optimization at Cannae Portfolio Advisors LLC

Read more

Renee Yao

Founder and CIO at Neo Ivy Capital

Read more

Bernie Yu

Chief Investment Officer at Patronus Capital Management

Read more

Katherine Dowling

Mei-Li Da Silva Vint

Partner at Anchin

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Chief Complience Officer at Brevet Capital

CIO at Tetelestai Capital, LLC

Evan J. Glover, CFA, CPA

Melinda Lilly

Managing Director, COO at Crestline Inc

CRO at Campbell

Grace Lo

Tara McCarthy

Nitorum Capital

Michelle McGurk

Managing Director, COO at Crestline Inc

COO at Equinox Partners

Arthur Melkonian

Jon David Meyler

MD at Meyler Capital

Vincent Molino

Bitwiseinvestments

CEO at CDT Capital

David Papson

Madeleine Rice

Director of Research & Head of ESG at Taconic Capital

Ben Truitt

Si-cos.com

Greenland cap

Nan-Xao

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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.

REGISTRATIONS ARE NOW CLOSED

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