Operational Priorities & Service Provider Selection

Transcription

1 Briefing Registration & Breakfast 07:30-07:45 Initial Setup and Regulatory Compliance with a Particular Focus on Start Ups Under $50m. 07:45-08:50 Breakfast Briefing This 45 minute breakfast briefing will provide attendees with the opportunity to learn about cost effective models for setting up a stand alone fund and the opportunity to establish a structure with as little as $400,000. It will cover the fundamentals of fund setup and regulatory compliance with a focus on: B.V.I. as a jurisdiction The latest choices and opportunities Provider relationships Due diligence Regulatory considerations as a fund grows New trends and assets classes Rob McIntyre - Counsel, Harneys Simon Schilder - Partner, Ogier Lorna Smith - Interim CEO, BVI Finance Chair's Opening Remarks 08:50-09:00 Peter Northcott - Executive The Outlook for New & Emerging Managers: Recent Experiences and Investor Appetite 09:00-09:45 What makes investing in emerging mangers an attractive proposition Recent experiences of starting and growing a hedge fund What challenges will a startup face Choosing partners: both employees and external providers the importance of reputation Raising capital and gaining investment which investors are most receptive to new managers? Strategies for growing AUM Ian Morley - Chairman, Wentworth Hall Tushar Patel - Managing Director, HFIM Alain Groshens - Co-Founder & CEO, SystematicEdge Chris Keen - Managing Director, Trefoil Capital Advisors Operational Priorities & Service Provider Selection 09:45-10:30 The current environment for new, hedge fund managers? Is it likely to improve or get worse from here? From an ODD perspective, what are the issues clients are most interested in at the moment? What issues do you think will be priorities for 2018 and beyond? The development of outsourced services for hedge fund operations? When should a new manager outsource? What procedures do you have in place to monitor your outsourced service providers? Peter Northcott - Executive Mark Flanagan - Risk, Special Projects and Operational Due Diligence, Aon Hewitt Stephen Lewis - Regional Head of Sales and Relationship Management - Europe, Maples Fund Services Speed & Morning Coffee Break 10:30-11:00 Surviving as a Smaller Manager 11:00-11:45 Tom Kehoe - Global Head of Research, AIMA Tillmann Sachs - CIO, J8 Capital Management Antoine Mallard - Chief Investment Office, D'Alembert Capital Marketing & Connecting with Potential Investors 11:45-12:30 Current distribution strategies How to connect with potential investors The importance of maintaining a high quality marketing message Identifying who to contact Key questions an investor will ask Using a third party marketer What forms of advertising are effective, if any? Joanna Thompson - Principal, Tembo Associates Ronald Richter - Managing Partner, Bride Valley Partner Leah Cox - Managing Director, Melana Capital Legal, Compliance & Regulatory Issues for Emerging Managers 12:30-13:15 Understanding the basics of current hedge fund regulation Identifying the regulation that most affects startups Steps to gain approval to manage funds Picking a fund strcuture and jurisdiction and the different regulatory regimes available The compliance function in new and emerging funds Assessing other regulatory threats on the horizon and the proactive steps to tackle them Mike Cartier - Operations Advisor, Culross Global Management Lucian Firth - Partner, & Simon Pickering - Head of Insurance & Pensions, Isle of Man Government Lunch Address 13:15-13:20 Lunch 13:20-14:40

2 14:40-15:10 Choosing the Best Domicile for your Fund: Paul Kneen - Chief Executive Officer, Pacific Fund Systems Managing a Small Fund in a World of Ever Tighter Regulation: Adrian Elwood - Managing Director, Clerkenwell Capital 15:10-15:40 Choosing the Best Domicile for your Fund: Paul Kneen - Chief Executive Officer, Pacific Fund Systems Real Estate Investment Strategies: Adrian Elwood - Managing Director, Clerkenwell Capital Sarah Crabb - Managing Associate, & George Morris - Managing Associate, & 16:00-16:30 Systems for Startups: Considering Cloud Technologies and Interacting with your Service Providers: Paul Kneen - Chief Executive Officer, Pacific Fund Systems Sarah Crabb - Managing Associate, & George Morris - Managing Associate, & Afternoon Break 15:40-16:00

3 16:30-17:00 Systems for Startups: Considering Cloud Technologies and Interacting with your Service Providers: Paul Kneen - Chief Executive Officer, Pacific Fund Systems Evening Drinks Reception 17:00-18:30

4 SCHEDULE TIME BREAKFAST BRIEFING NETWORKING PLENARY SESSIONS ROUNDTABLES 07:00 07:30 - Briefing Registration & Breakfast 07:45 - Initial Setup and Regulatory Compliance with a Particular Focus on Start Ups Under $50m. 07:30 - Briefing Registration & Breakfast 07:30 - Briefing Registration & Breakfast 07:30 - Briefing Registration & Breakfast 08:00 08:50 - Chair's Opening Remarks 09:00 09:00 - The Outlook for New & Emerging Managers: Recent Experiences and Investor Appetite 09:45 - Operational Priorities & Service Provider Selection 10:00 10:30 - Speed & Morning Coffee Break 11:00 11:00 - Surviving as a Smaller Manager 11:45 - Marketing & Connecting with Potential Investors 12:00 12:30 - Legal, Compliance & Regulatory Issues for Emerging Managers 13:00 13:20 - Lunch 13:15 - Lunch Address 14:00 14:40-15:00 15:40 - Afternoon Break 15:10-16:00 16:00-16:30 - finance.knect365.com/hedge-fund-emerging-startup-manager-forum/

5 SCHEDULE TIME BREAKFAST BRIEFING NETWORKING PLENARY SESSIONS ROUNDTABLES 17:00 17:00 - Evening Drinks Reception finance.knect365.com/hedge-fund-emerging-startup-manager-forum/