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

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Date(s) - 29/05/2019
8:30 am - 4:45 pm

The University Club of New York

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

Outline agenda

08:30 Registration & Coffee

09:00 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

09:40 Expert Feature Presentation

09:55 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

10:35 Networking Coffee Break and Q&A

10:55 Panel Discussion: Cybersecurity

   Securing the perimeter – key tools and metrics

   How to establish cyber best practices

   Try, try and try again – the importance of training and incident response planning

11:35 Expert Feature Presentation

11:50 Fund Manager Case Study

12:30 Panel Discussion: Fee Structure

   What are the main points to consider re: fee issues

   How best to establish fee alignment with investors

   Importance of founder share classes

13:10 Networking Lunch and Q&A

14:20 Fund Manager Case Study

12:30 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?

15:40 Expert Feature Presentation

15:55 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?

16:45 Drinks Reception – Event Concludes


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