___Please note attendance of this event is free of charge for buy side
companies only. If you are a service provider and are interested in
sponsorship participation, please contact us to receive all of the
relevant opportunities - __events@globalfundmedia.com
[http://globalfundmedia.com] _
OVERVIEW
HedgeweekLIVE: 'How to successfully launch a hedge fund in 2020',
hosted by Hedgeweek, sets out to provide a forum for delegates to
understand each of the critical steps involved to successfully bring a
hedge fund to market in what remains the single largest jurisdiction
(from an asset raising perspective).
The event will also cover the elements that are required post-launch
when running an emerging hedge fund and navigating through what is
often considered the hardest stage of a fund management company’s
lifecycle. Through a series of in-depth panel discussions,
presentations and case studies, the event will lay out the main
considerations for start-ups and emerging fund managers, from legal
structuring and ODD best practices, all the way through to devising an
impactful marketing and distribution strategy.
EVENT AGENDA
08:00AM Registration & Coffee
08:30AM Opening Address
08:35AM Panel Discussion 1: Legal & Fund Structure
* What are the main offshore structuring considerations for US
managers when setting up offshore alternative fund
vehicles?
* Management company considerations – defining the economic
interests of the partners
* Fee structures – how have these changed/evolved in recent years?
How have investor attitudes changed?
* Fee Recent developments and future challenges: the EU-Cayman
"Blacklist" ruling and other potential legal headaches for hedge funds
* Alison Graham, CIO, Voltan Capital
09:25AM Expert Feature Presentation
* Maria Jelescu Dreyfus, Founder and CEO, Ardinall Investment
Management
09:40AM Panel Discussion 2: Evolving Operational Challenges
* The changing nature of ODD issues for start-up managers
* Investor expectations? How does ODD play a role in attracting new
investors?
* Building a culture of compliance: the changing role of the CCO /
COO?
10:30AM Networking Coffee Break and Q&A
10:50AM Panel Discussion 3: Cybersecurity & Technology Infrastructure
* Defining one’s IT/Tech infrastructure – how should a manager
‘right fit’ it based on available budget?
* Keeping IT services in-houses or using a managed services provider?
* Front-office considerations: how to connect to brokers and
exchanges using the best PMS/OMS/EMS set-up
* Risk & Portfolio analytics for clear and accurate reporting
* Business continuity planning: mitigating business risk and
preparing for natural disasters, terrorist attacks and other events
* Website cloning and other cyber-risks: reputational risk, impact on
portfolio trading systems
* Alexis Know, Associate Director, AIMA
11:40AM Expert Feature Presentation
* Michelle Kelner, Co-Founder, Sandglass Capital Advisors, LLC
11:55AM Panel Discussion 4: Fee Structuring Considerations
* What are the main points to consider re: fee issues
* What ways can managers better align their interests with investors?
What have been the key trends and developments in recent years?
* Importance of founder share classes
* How are investors attitudes towards fees changing?
* Joel Press, Founding Member, Press Management
12:45PM Networking Lunch
2:00PM Panel Discussion 5: Outsourcing and Selecting the Right Service
Providers
* The importance of the prime broker, the fund administrator, the
outsourced risk provider and the technology partner in supporting an
alternative fund
* How have areas like outsourcing and managed services changed? What
are the challenges/benefits?
* Day 1 operational infrastructure: how has this changed? What do
investors expect now, and how to achieve this?
2:50PM Expert Feature Presentation
3:05PM Panel Discussion 6: The Fund Raising Process
* What are the main distribution channels? How have these changed in
recent years?
* What are the main challenges when it comes to attracting investors?
* How can fund managers better attract seed investors?
* What are the dos and don’ts when it comes to fund raising? What
are the typical mistakes that managers make?
* Eli Combs, Founder, Axis Global Advisory
* Jeff Willardson, Managing Director & Partner, PAAMCO Prisma
3:55PM Networking Drinks Reception
5PM Event Concludes
culture
491
Views
19/06/2020 Last update