Create an event

HedgeweekLIVE: How to successfully launch a hedge fund into orbit in 2020

Thu 18 June 2020
8:00 AM - 5:00 PM
Ended

___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
486 Views
19/06/2020 Last update

west 54th street 1
the university club of new york, new york, 10019, ny, us

View event details


Are you an event organizer?
Create events for free. They will be immediately recommended to interested users.


Browse other venues in Manhattan
Discover now

  1. Manhattan
  2. HedgeweekLIVE: How to successfully launch a hedge fund into orbit in 2020