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

An invite-only gathering for hedge fund operational leaders, that will explore the current trends, future drivers, and mission-critical tools pushing positive business growth.

Informed by in-depth industry consultation, our gathering for senior teams will help your business evolve via big picture presentations and a series of detail-oriented roundtable sessions designed for small groups.

Why attend?

• An ‘urban’ business retreat conducted under strict rules of confidentiality
• Limited to 120 places to ensure the relevance of delegates and quality of discussion
• All content created by managers-for-managers, via a series of focus groups
• Topics dealing with operations, regulation, compliance, emerging products trends – all designed to help you run a better business
• A focus on small roundtable discussions, led by experts and enabling all guests to share ideas

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 

COO Strategies for Success

PANEL 1

• The COO of a leading hedge fund discusses the evolution of their business covering everything from managing conflicting priorities to keep 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. 
• 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

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

Tech Trends in Hedge Funds: CTO's Perspective

FIRESIDE CHAT

NETWORKING BREAK

Coffee break and a chance to meet our experts

• Views of CEOs 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? 

CEO Perspectives: Charting the Course in the Hedge Fund Landscape

PANEL 3

• The CEO of a top hedge fund business takes is 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

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 business
• 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: Outsourcing: The Ins and Outs

• Experts debate and share current outsourcing practices in their business
• Which functions should be outsourced, and which shouldn’t?
• How does it vary be size and strategy? 
• How to assess vendor quality and offering? 

Roundtable C: Operational Leaders: Leading from the front

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

Roundtable D: ODD: Making your mark

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

ROUNDTABLE 1 - ROUND 2

The second iteration of the above morning roundtables.

Roundtable A: Tech Trends– Priorities and Pitfalls

Roundtable B: Outsourcing: The Ins and Outs

Roundtable C: Operational Leaders: Leading from the front

Roundtable D: ODD: Making your mark

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

• What is the outlook on fees? Are hurdles back now interest rates are higher?
• Where are private asset strategies headed? After hoovering up the inflows, is there liquidity left for hedge fund investments?
• Are multi-strategy funds continuing to dominate or are the traditional strategies staging a comeback? 
• What key due diligence questions are top of mind in 2024? 

Beyond Hedge Funds

PANEL 5

NETWORKING

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

EVENT CLOSES

Convene 101 Park Avenue

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

Visit website

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. 

GOLD SPONSOR

SILVER SPONSOR

PUT YOUR BRAND IN FRONT OF 100+ HEDGE FUND MANAGERS