Evolving operations, identifying opportunities

and exploring solutions

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

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#HWLeadershipSummit

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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.

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

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

8:15 AM

REGISTRATION AND BREAKFAST

9:00 AM

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

9:10 AM

Speakers:

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

9:55 AM

Speakers:

  • Moderator: Nicholas Breault, Business Development, Opus Fund Services
  • Alex Golbin, Chief Data Officer, Hudson Bay Capital Management LP
  • Howard Haney, Chief Technology Officer, Voloridge Investment Management, LLC
  • Erik Wynkoop, Strategy & Technology Infrastructure, Napier Park
  • 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

10:40 AM

  • Robert Cooke, Founder and CTO, 3forge
  • Reinaldo Ynchaustegui, Chief Technology Officer, Marathon Asset Management

Speakers:

10:55 AM

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

11:30 AM

Speakers:

  • Moderator: Salvatore Naro, CIO and Senior Managing Director, Coherence Credit Strategies at Tiptree Advisors
  • Samuel Crispino, Senior Vice President, NAV Fund Services
  • Adam Gehrie, Chief Administrative Officer & General Counsel, Gresham Investment Management LLC
  • Dan Greenhaus, Chief Economist and Strategist, Solus Alternative Asset Management LP
  • Grace Lo, Ph.D., Chief Risk Officer, Campbell & Company
  • Join the Co-CEO's of Prometheum Inc. for a focused discussion on the digital asset securities landscape, including what constitutes a “digital asset security,” compliance and regulatory issues impacting institutional access, and the impact of tokenization.

Digital Asset Securities on the Blockchain: What Hedge Funds Need to Know

FIRESIDE CHAT

12:10 PM

Speakers:

  • Aaron Kaplan, Founder and Co-CEO, Prometheum
  • Ben Kaplan, Founder and Co-CEO, Prometheum
  • 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

12:30 PM

Speakers:

  • Moderator: Laura L. Torrado, Esq. General Counsel, Chief Compliance Officer, Chief Human Resources Officer, Partner, Knighthead Capital Management, LLC
  • Matthew Bloom, Chief Compliance Officer and Deputy General Counsel, Viking Global Investors
  • Solomon Kuckelman, General Counsel, Americas & APAC, Man Group
  • Serge Todorovich, General Counsel & Chief Compliance Officer, Shenkman Capital Management

1:05 PM

NETWORKING LUNCH

2:00 PM

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: Harnessing the power of data and analytics to reduce operational costs and risks

  • Understanding data sources in trading and sourcing reliable, real-time data for informed trading decisions.
  • Leveraging data analytics for market insights – and using it to enhance returns, risk management and performance evaluation.
  • How data automation can aid efficient funding and hedging strategies in financial institutions.
  • Addressing the regulatory landscape and compliance requirements related to data usage in trading.
  • Looking ahead: emerging trends shaping the future of data and analytics in trading.

Speaker:

  • Daniel Chambers, Head of Data & Analytics, SGX FX

Roundtable B: 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.

Speakers:

  • Gregory P. Ho, President and Head of Social Impact Group, Spring Mountain Capital
  • Salvatore Naro, CIO and Senior Managing Director, Coherence Credit Strategies at Tiptree Advisors

Roundtable C: 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:

  • Anthony Cetta, Director of Operational Risk Management, Summit Rock Advisors
  • Gwen Stone, J.D., Operational Due Diligence, Director, K2 Advisors

2:45 PM

ROUNDTABLE 1 - ROUND 2

The second iteration of the above morning roundtables.

Roundtable A: Harnessing the power of data and analytics to reduce operational costs and risks

Roundtable B: Operational Leaders: Leading from the front

Roundtable C: ODD: Making your mark

  • Anthony Cetta, Director of Operational Risk Management, Summit Rock Advisors
  • Gwen Stone, J.D., Operational Due Diligence, Director, K2 Advisors
  • Gregory P. Ho, President and Head of Social Impact Group, Spring Mountain Capital
  • Salvatore Naro, CIO and Senior Managing Director, Coherence Credit Strategies at Tiptree Advisors
  • Daniel Chambers, Head of Data & Analytics, SGX FX

3:30 PM

NETWORKING BREAK

Coffee break and a chance to meet our experts

  • A leading investment consultant and top portfolio manager discuss LP strategy preferences, demands and current portfolio priorities – across hedge funds and beyond.

Decoding Investor Mindsets: A Guide to LP Strategy

4:00 PM

FIRESIDE CHAT

Speakers:

  • Joseph Sciortino, Managing Director, Head of Investments Americas, UBS Hedge Fund Solutions
  • Travis Williamson, Partner, Head of Hedge Fund Research, Albourne
  • 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

4:20 PM

Speakers:

  • Moderator: Theodore Katramados, Director, Associate Portfolio Manager, TAG Associates
  • Bijel Doshi, Portfolio Manager, Hallador
  • Kevin Entwistle, Private Wealth Advisor and Family Wealth Director, Morgan Stanley
  • Ryan Kanaley, Chief Investment Officer, Overbrook Management Corporation
  • Sherry Witter, Managing Partner, Co-Founder & CIO, The Witter Family Office

5:00 PM

Join Us For Private Equity Wire’s Ultimate Credit Networking Experience

The annual Private Equity Wire US Credit Awards recognise excellence in fund performance and service provider excellence across credit funds. With private credit’s astronomical rise to prominence as an asset class recently, it’s more important than ever to recognise those at the forefront of its evolution. For more than a decade, Private Equity Wire has been recognising excellence in the fields of fundraising, portfolio performance, and service provision.

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/

US Director at AIMA

Read more

Romulad Beneche

Business Development at Opus Fund Services

Read more

Nicholas Breault

Chief Compliance Officer and Deputy General Counsel at Viking Global Investors

Read more

Matthew Bloom

Daniel Chambers

Head Of Data & Analytics at SGX FX

Read more

Samuel Crispino

Senior Vice President at NAV Fund Services

Read more

Anthony Cetta

Director of Operational Risk Management at Summit Rock Advisors

Read more

Portfolio Manager at Hallador

Read more

Bijel Doshi

Kevin Entwistle

Private Wealth Advisor and Family Wealth Director at Morgan Stanley

Read more

Founder and CTO at 3forge

Read more

Robert Cooke

Alex Golbin

Chief Data Officer at Hudson Bay Capital Management LP

Read more

Dan Greenhaus

Chief Economist and Strategist at Solus Alternative Asset Management LP

Adam Gehrie

Chief Administrative Officer & General Counsel at Gresham Investment Management LLC

Read more

Jonathan Hinkley

SVP at Linedata

Read more

Ryan Kanaley

Chief Investment Officer at Overbrook Management Corporation

Read more

Howard Haney

Chief Technology Officer at Voloridge Investment Management, LLC

Read more

Ben Kaplan

Founder and Co-CEO at Prometheum

Read more

Theodore Katramados

Director, Associate Portfolio Manager at TAG Associates

Read more

Aaron Kaplan

Founder and Co-CEO at Prometheum

Read more

Solomon Kuckelman

General Counsel, Americas & APAC at Man Group

Read more

Grace Lo, Ph.D

Chief Risk Officer at Campbell & Company

Read more

Dan Katsikas

Chief Operating Officer, Chief Financial Officer at Tensile Capital Management

Read more

Gregory P. Ho

President and Head of Social Impact Group at Spring Mountain Capital

Read more

Joseph Sciortino

Gwen Stone, J.D.

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

Read more

Operational Due Diligence, Director at K2 Advisors

Read more

Salvatore Naro

CIO and Senior Managing Director at Coherence Credit Strategies at Tiptree Advisors

Read more

Laura L. Torrado, Esq.

Serge Todorovich

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

Read more

General Counsel & Chief Compliance Officer at Shenkman Capital Management

Read more

Partner, Head of Hedge Fund Research at Albourne

Read more

Travis Williamson

Erik Wynkoop

Sherry Witter

Strategy & Technology

Infrastructure at Napier Park

Read more

Managing Partner, Co-Founder & CIO at The Witter Family Office

Read more

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

Connect with us

Do you have any questions? Our team are here to help.

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Keziah Greeman

Event Manager

keziah.greeman@globalfundmedia.com

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.

REGISTRATION IS NOW CLOSED

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US LEADERSHIP SUMMIT

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