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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
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19/06/2020 Last update

west 54th street 1
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