HedgeweekLIVE North America - Key Steps to Success

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322 people attended
The HedgeweekLIVE North America Digital Summit 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). For any new US fund manager, getting the planning right at the pre-launch phase can potentially make the difference between success and costly failure.

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.

As such, this event should be viewed as an educational tool; one that deconstructs each of the core elements of setting up a hedge fund in today’s complex regulatory and compliance environment, with an additional focus placed on the early years of successfully running a hedge fund management business post-launch.

Schedule

· Sessions
Panel Discussion 1: Legal & Fund Structure
Ron Geffner Kevin Neubauer James Williams Alison Graham James  Bergstrom Michael Fastert
· Sessions
Panel Discussion 2: Evolving Operational Challenges
Alexis Kwon, AIMA Barbara Ann Bernard Jenny Kim DeSmyter Christopher Bodden
· Expo
Live Expo Booths and Networking
· Sessions
Panel Discussion 3: Cybersecurity & Technology Infrastructure
Michael Pusateri Russell Safirstein Mike Marrano Daniel Naccarella James Williams
· Expo
Explore the Expo Area
· Sessions
Panel Discussion 4: Fee Structuring Considerations
Joel Press Michelle Kelner Faryan Amir-Ghassemi Michael Stein
· Expo
Live Expo Booths
· Sessions
Panel Discussion 5: Exploring the Outsourcing Model
Kieran Cavanna Alex Prylucki Mark Yusko Nicholas Nolan Jack Seibald
· Expo
Explore the Expo Area
· Networking
Networking
· Sessions
Panel Discussion 6: The Fund Raising Process
Wayne Yu Jeffrey Willardson James Williams Eli Combs Aaron Steinberg Mani Mahjouri
· Expo
Live Interactive Expo Booths
· Networking
Networking

Speakers

Ron Geffner
Ron Geffner

Sadis & Goldberg LLP

Kevin Neubauer
Kevin Neubauer

Seward & Kissel LLP

Jeffrey Willardson
Jeffrey Willardson

PAAMCO Prisma

James Williams
James Williams

Managing Editor, Hedgeweek

Michelle Kelner
Michelle Kelner

Sandglass Capital Advisors, LLC

Wayne Yu
Wayne Yu

BCK Capital Management LP

Joel Press
Joel Press

Press Management

Kieran Cavanna
Kieran Cavanna

Old Farm Partners

Mani Mahjouri
Mani Mahjouri

Blueshift

Alex Prylucki
Alex Prylucki

LEVVR

Faryan Amir-Ghassemi
Faryan Amir-Ghassemi

Epsilon Asset Management

Michael Fastert
Michael Fastert

TIG Advisors, LLC

Barbara Ann Bernard
Barbara Ann Bernard

Wincrest Capital

Eli Combs
Eli Combs

Axis Global Advisory

Jack Seibald
Jack Seibald

Cowen

Nicholas Nolan
Nicholas Nolan

SS&C Advent

Daniel Naccarella
Daniel Naccarella

Integrated Portfolio Intelligence

Aaron Steinberg
Aaron Steinberg

BNY Mellon - Pershing

Alexis Kwon, AIMA
Alexis Kwon, AIMA

AIMA

Mike Marrano
Mike Marrano

RisckIGY

Michael Stein
Michael Stein

Citi Private Advisory, LLC

James  Bergstrom
James Bergstrom

Ogier

Alison Graham
Alison Graham

Voltan Capital

Michael Pusateri
Michael Pusateri

Siepe

Jenny Kim DeSmyter
Jenny Kim DeSmyter

SS&C Eze

Christopher Bodden
Christopher Bodden

Harbour

Russell Safirstein
Russell Safirstein

Anchin

Mark Yusko
Mark Yusko

Morgan Creek Capital Management

The event is over

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