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

Mission-critical guidance for new and emerging managers

#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.

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.

PRE-REGISTRATION AND INVITE-ONLY PRIVATE BREAKFAST DISCUSSION

Invite-only breakfast

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

REGISTRATION AND NETWORKING BREAKFAST

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

Speakers:

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

FIRESIDE CHAT

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

Speakers:

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

NETWORKING BREAK

Coffee break and a chance to meet our experts

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

• 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
  
• Isabelle Freidheim, Founder and Managing Partner, Athena Capital
• 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?

Speaker:

• Hendra Soetjahja, Founder and CIO, 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 Akram, CPA, Founder & Certified Public Accountant, Akram & Associates
• Alex Cummings, Member Tax and CPA, Akram & Associates

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
• Renee Yao, Founder & CIO, Neo Ivy 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

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

• Joe Cassano, CPA, Partner, Withum
  
• Isabelle Freidheim, Founder and Managing Partner, Athena Capital
• Michelle McGurk, CFO, COO, CCO, Strobus Capital

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

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

Speakers:

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

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?

Speaker:

• Sari Mayer, Director of Marketing and Investor Relations, Global Credit Advisers, LLC

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

Speakers:

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

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

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

Roundtable A: Modern marketing: Paving the way to success

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

• Sari Mayer, Director of Marketing and Investor Relations, Global Credit Advisers, LLC

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

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

Speakers:

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

NETWORKING

Drinks reception

EVENT CLOSES

Ashish Bakshi

COO, CFO, and General Counsel at Hara Global Capital

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Emily Bargabos

Head of Investor Relations at Bienville Capital

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Sarah Busch

Associate Director, Head of ESG at Aperture Investors

Kevin Dinh

Director at Tensile Capital Management LP

Kelly Chesney

Co-Founder and COO at Pluscios Management

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Joe Cassano

CPA, Partner at Withum

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Bob Elliott

Founder, CEO and CIO at Unlimited

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Isabelle Freidheim

John Grady

Founder and Managing Partner at Athena Capital

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COO and General Counsel at ABR Dynamic Funds

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Judson Howson

Head of Institutional Product at Clear Street

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Jean Josse

Irshad Karim

Chief Investment Officer at GlassBead Capital Management

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General Counsel & Chief Compliance Officer at Lion Point Capital

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Michael Lubman

Sari Mayer

Chief Operating Officer / Director at Green Trading Capital Partners

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

Michelle McGurk

CFO, COO, CCO at Strobus Capital

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David Papson

CEO at CDT Capital Management

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Derek Schure

Head of Sales, Buy-Side Solutions at LSEG

Michael Schwenk

General Counsel & Chief Compliance Officer at NWI Management

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Michael Smith

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

Read more

Hendra Soetjahja

Founder and CIO at Kilohana Capital

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Kris Sidial

Co-CIO at The Ambrus Group

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Michael Swensson

Co-Founder and COO at M31 Capital

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Brett Wilzbach

Nan Xiao

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

Read more

Chief Technology Officer at Greenland Capital

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Bernie Yu

Chief Investment Officer at Patronus Capital Management

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Founder and CIO at Neo Ivy Capital

Renee Yao

Stephen Kahn

Head of Operations at Talpion Fund Management

Bernie Yu

Chief Investment Officer at Patronus Capital Management

Read more

Director of Marketing & Investor Relations at Engine Capital Management

Alyssa Pessolano

Stephen Kahn

Head of Operations at Talpion Fund Management

Convene 101 Park Avenue

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

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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.

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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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