Evolving operations, identifying opportunities

and exploring solutions

Thursday, September 12th, 2024 | Convene 101 Park Avenue, New York

#HWLeadershipSummit

Please note that this event will be in conjunction with the
Private Credit US Summit

Join senior decision-makers from the world's largest hedge funds at the Hedgeweek US Leadership Summit to explore the current trends, best practices and cutting-edge tools driving the next phase of growth.

Developed through detailed consultation in partnership with industry, our gathering combines big picture panels on topics ranging from operational leadership to hiring and data/technology, with detail-oriented roundtable sessions, plus networking breaks to establish meaningful business relationships.

Why attend?

• Exclusive Networking Platform: Connect and exchange ideas with senior industry leaders within a confidential setting and a limited attendance of 120 participants to ensure relevant delegates and high-quality discussions.
• Industry-Led Insights: Gain access to actionable and insightful sessions, covering topics from the latest operational strategies and regulatory compliance to new emerging trends reshaping the market.
• Focused Discussions: Engage in intimate and interactive roundtables, allowing you to dissect key topics at the heart of the hedge fund industry and share ideas among peers.
• Actionable Takeaways: Walk away with practical strategies and applicable insights to enhance your business operations and maintain a competitive edge.

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

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

REGISTRATION AND BREAKFAST

OPENING REMARKS

• Tony Griffiths, Director of Content, Global Fund Media

• Key priorities for the year ahead – from tech to regulation to hiring and beyond.
• How is AI driving change across the middle and back office?
• How are compliance teams coping with the regulatory wave in the age of Gensler?
• Latest trends in outsourcing, fundraising, and more.

Operational Strategies for Success

PANEL 1

Speakers:

• Moderator: Romulad Beneche, US Director, AIMA
• Jonathan Hinkley, SVP, Linedata
  
• Dan Katsikas, Chief Operating Officer, Chief Financial Officer, and Chief Compliance Officer, Tensile Capital Management
• Ithran Olivacce, Director, Global Operations, Beach Point Capital Management
• David Zeiden, Chief Legal Officer, Rithm Capital Corp

• The COO of a leading hedge fund discusses the evolution of their business, covering everything from managing conflicting priorities to keeping up with the latest trends.

Operations Unplugged

FIRESIDE CHAT

• Data has never been more important – in providing an investment edge and boosting operational efficiencies.
• But how do you handle the challenge of finding, selecting, using and benefiting from data in 2024?
• Data security – key thoughts on this complex challenge.
• A discussion of wider cybersecurity considerations, concerns, and war-gaming.
• AI - Absolutely Incredible? Thought leaders peel back the hype and debate whether AI is everything it’s cracked up to be.
  

Harnessing Data: Hype vs Reality

PANEL 2

Speakers:

• Moderator: Leo LaForce, Sales Director, Opus Fund Services
• Alex Golbin, Chief Data Officer, Hudson Bay Capital Management LP
• Howard Haney, Co-Chief Technology Officer, Voloridge Investment Management, LLC

• A Chief Technology Officer runs through the evolution of their role in a leading hedge fund over recent years and the expected shifts and priorities for the coming year.

Tech Trends in Hedge Funds: CTO's Perspective

FIRESIDE CHAT

• Reinaldo Ynchaustegui, Chief Technology Officer, Marathon Asset Management

Speaker:

NETWORKING BREAK

Coffee break and a chance to meet our experts

• Views of leaders from different sizes and strategies on the market and industry outlook.
• How do different hedge fund strategies respond to current market conditions?
• What macroeconomic factors are influencing your investment decisions?
• How do you anticipate market trends evolving in the near future, and what adjustments are you making to your strategies accordingly?

C-Suite Perspectives: Charting the Course in the Hedge Fund Landscape

PANEL 3

Speakers:

• Moderator: Salvatore Naro, CIO and Senior Managing Director, Coherence Credit Strategies
• Adam Gehrie, Chief Administrative Officer & General Counsel, Gresham Investment Management LLC
• Dan Greenhaus, Chief Economist and Strategist, Solus Alternative Asset Management LP
• Grace Lo, Chief Risk Officer, Campbell & Company

• The founder of a top hedge fund business takes us through their journey from start-up to success and discuss the trials and tribulations along the way.

The Founder’s Slot

FIRESIDE CHAT

• General counsels and compliance chiefs share what’s on their radar.
• What proactive measures can be taken to stay ahead of regulatory shifts in the financial industry?
• How do you prioritise and address regulatory challenges effectively within your compliance framework?
• Successful strategies or best practices for navigating complex regulatory requirements.

Regulatory roadmap: Navigating Compliance

PANEL 4

Speakers:

• Michael Kitson, Chief Compliance Officer & Counsel, Bridgewater Associates
• Solomon Kuckelman, General Counsel, Americas & APAC, Man Group
• Serge Todorovich, General Counsel & Chief Compliance Officer, Shenkman Capital Management
• Laura L. Torrado, Esq. General Counsel/Chief Compliance Officer/Chief Human Resources Officer/Partner, Knighthead Capital Management, LLC

NETWORKING LUNCH

ROUNDTABLE 1 - ROUND 1

Roundtables take place as repeated parallel sessions. Delegates register in advance for 2 out of 4 sessions for the morning roundtables from the below:

Roundtable A: Tech Trends– Priorities and Pitfalls

• Experts debate and share current tech practices in their businesses.
• Latest use of AI – where does it help, what could it hinder?
• Cybersecurity considerations, concerns, and war-gaming.
• Staff training plans to bring teams up to speed.

Roundtable B: Best Execution: Shaping the Future of FX Trading

• Finding one’s feet in the complex and highly fragmented FX market, amidst a diverse range of trading venues, execution protocols, and technological innovations.
• Navigating the FX Landscape – The role of the EMS.
• The data, analytics and execution feedback loop and why it matters.
• Workflow, automation, and the pursuit of efficient and optimised execution.

Roundtable C: Operational Leaders: Leading from the front

• Experts discuss how to develop leadership skills in their businesses.
• How to build a well-functioning team.
• What is ideal team size for different stages and strategy types.
• Hiring, firing and retention – best practice.

Speaker:

• Ithran Olivacce, Director, Global Operations, Beach Point Capital Management

Roundtable D: ODD: Making your mark

• Experts debate and share current practices regarding business development.
• How to build institutional ODD practices from the start.
• How to reach allocator prospects and pitch your fund.
• Which in investor types are eyeing new funds?

Speakers:

• Eric Lazear, Deputy Chief Operating Officer, Head of Operational Due Diligence, Titan Advisors, LLC
• Gwen Stone, J.D., Operational Due Diligence, Director, K2 Advisors

ROUNDTABLE 1 - ROUND 2

The second iteration of the above morning roundtables.

Roundtable A: Tech Trends– Priorities and Pitfalls

Roundtable B: Best Execution: Shaping the Future of FX Trading

Roundtable C: Operational Leaders: Leading from the front

Roundtable D: ODD: Making your mark

• Eric Lazear, Deputy Chief Operating Officer, Head of Operational Due Diligence, Titan Advisors, LLC
• Gwen Stone, J.D., Operational Due Diligence, Director, K2 Advisors

• Ithran Olivacce, Director, Global Operations, Beach Point Capital Management

NETWORKING BREAK

Coffee break and a chance to meet our experts

• A leading investment consultant gives their take on LP strategy preferences, demands, and current priorities.

Decoding Investor Mindsets: A Consultant's Guide to LP Strategy

FIRESIDE CHAT

• An interview with a leading hedge fund investor, discussing their expectations, preferences, and plans for their portfolio — hedge funds and beyond.

Allocator Interview: Investor Insights on Hedge Fund Strategies

FIRESIDE CHAT

Speaker:

• Joseph Sciortino, Managing Director, Head of Investments Americas, UBS Hedge Fund Solutions

• The private wealth channel (including family offices and HNWIs) has been a growing source of hedge fund allocations.
• This panel will explore the trend, discussing the value FOs see in hedge funds and the strategies and structures they are targeting.
• Family offices and hedge funds will exchange thoughts on hedge fund industry trends.
• Sharing due diligence tips and business development trends at a time of rapid industry change.

Winning tickets: How family offices see hedge funds — and how to benefit as interest grows

PANEL 5

Speakers:

• Moderator: Theodore Katramados, Director, Associate Portfolio Manager, TAG Associates
• Kevin Entwistle, Private Wealth Advisor and Family Wealth Director, Morgan Stanley
• Ryan Kanaley, Chief Investment Officer, Overbrook Management Corporation

NETWORKING

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

EVENT CLOSES

US Director at AIMA

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Romulad Beneche

Kevin Entwistle

Private Wealth Advisor and Family Wealth Director at Morgan Stanley

Chief Administrative Officer & General Counsel at Gresham Investment Management LLC

Read more

Adam Gehrie

Alex Golbin

Chief Data Officer at Hudson Bay Capital Management LP

Dan Greenhaus

Howard Haney

Chief Economist and Strategist at Solus Alternative Asset Management LP

Co-Chief Technology Officer at Voloridge Investment Management, LLC

Jonathan Hinkley

SVP at Linedata

Read more

Ryan Kanaley

Chief Investment Officer at Overbrook Management Corporation

Read more

Theodore Katramados

Director, Associate Portfolio Manager at TAG Associates

Read more

Dan Katsikas

Chief Operating Officer, Chief Financial Officer, and Chief Compliance Officer at Tensile Capital Management

Read more

Michael Kitson

Solomon Kuckelman

Chief Compliance Officer & Counsel at Bridgewater Associates

Read more

General Counsel, Americas & APAC at Man Group

Read more

Leo LaForce

Sales Director at Opus Fund Services

Read more

Eric Lazear

Grace Lo

Deputy Chief Operating Officer, Head of Operational Due Diligence at Titan Advisors, LLC

Read more

Chief Risk Officer at Campbell & Company

Read more

Ithran Olivacce

Director, Global Operations at Beach Point Capital Management

Read more

Managing Director, Head of Investments Americas at UBS Hedge Fund Solutions

Read more

Joseph Sciortino

Gwen Stone, J.D.

Operational Due Diligence, Director at K2 Advisors

Read more

Salvatore Naro

Serge Todorovich

CIO and Senior Managing Director at Coherence Credit Strategies

Read more

General Counsel & Chief Compliance Officer at Shenkman Capital Management

Read more

Laura L. Torrado, Esq.

General Counsel/Chief Compliance Officer/Chief Human Resources Officer/Partner at Knighthead Capital Management, LLC

Reinaldo Ynchaustegui

Chief Technology Officer at Marathon Asset Management

Read more

David Zeiden

Chief Legal Officer at Rithm Capital Corp

Read more

Convene 101 Park Avenue

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

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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.

APPLY TO ATTEND THE HEDGEWEEK

US LEADERSHIP 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.

COMING SOON

APPLY TO ATTEND THE HEDGEWEEK

US LEADERSHIP 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. As there are limited spaces, firms with under $1bn AuM will be put on a waiting list.

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