KEY STEPS TO SUCCESS: Managing a Start-up or Emerging Hedge Fund in 2019

Key steps to success: managing a start-up or emerging hedge fund in 2019

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.

Outline agenda

08:00 Registration & Coffee

08:30 Welcome and opening address

08:35 Panel Discussion: 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

•   How best to determine the fund’s fee structure

09:25 Expert Feature Presentation

09:40 Panel Discussion: Operational Due Diligence

•   What are the main ODD issues for start-up managers to focus on?

•   Investor expectations

•   Building a culture of compliance

10:30 Networking Coffee Break and Q&A

10:50 Panel Discussion: Technology Infastructure

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  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 

• Cyber security and business continuity planning - what are some of the next generation tools and solutions to consider?

11:40 Expert Feature Presentation

11:55 Panel Discussion: Fee Structuring Considerations

•   What are the main points to consider re: fee issues

•   How best to establish fee alignment with investors

•   Importance of founder share classes

12:45 Networking Lunch 

14:00 Panel Discussion: 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

•   The merits/limitations of outsourcing and managed services

•   What do investors expect to see in terms of day 1 operational infrastructure?

14:50 Expert Feature Presentation

15:05 Panel Discussion: The Fund Raising Process

•   What are the different distribution channels that start-up managers should be aware of?

•   What steps need to be taken to attract seed investors?

•   What are the dos and don’ts when it comes to fund raising? What are the typical mistakes that managers make?

15:55 Drinks Reception – Event Concludes