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

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

Location
The University Club of New York

Categories No Categories


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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