Thursday, June 6th, 2024 | Convene 101 Park Avenue, New York
Mission-critical guidance for new and emerging managers
#HWEmergingManagersSummit
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ABOUT THE EVENT
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.
THE SUMMIT IN NUMBERS
HEDGE FUND
MANAGERS
100+
EXPERT SPEAKERS
30
ATTENDEES
150+
HOURS OF CONTENT
10+
ALLOCATORS
AGENDA
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:
8:30 AM
REGISTRATION AND NETWORKING BREAKFAST
(30 mins)
9:00 AM
WELCOME ADDRESS
Headwinds ahoy? The macro-outlook for H2 and its impact on emerging managers
PANEL 1
9:05 AM
Speakers:
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:
What goes up, could come down: Operations with a degree of flexibility
PANEL 2
10:00 AM
Speakers:
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
Speakers:
Roundtable B: Sustaining company culture: Building a team to last
Speakers:
Roundtable C: AI Disruption: Tech Innovations for the funds of the future
Speakers:
Roundtable D: Start-up boot camp: All things tax for new and emerging managers
Speakers:
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
Roundtable A: Evolution of the Modern Hedge Fund: The best foot forward
Roundtable D: Start-up boot camp: All things tax for new and emerging managers
12:30 PM
NETWORKING LUNCH
Tech twists and turns: How to futureproof a start-up
PANEL 3
1:30 PM
Speakers:
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
Speakers:
Roundtable B: Building a Strong Foundation: A Roadmap for Emerging Managers
Speakers:
Roundtable C: The winning ticket: Value adds for emerging managers
Speakers:
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
Roundtable A: Modern marketing: Paving the way to success
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:
Fundraising: LP types and how to reach them
PANEL 4
4:20 PM
Speakers:
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/
CONFIRMED SPEAKERS
ADVISORY BOARD
Katherine Dowling
Mei-Li Da Silva Vint
Partner at Anchin
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
THE VENUE
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
Please note that you have reached a past event. To view Hedgeweek's upcoming events, click here
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Coffee Sponsors
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