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

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

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