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

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The University Club of New York

1 West 54th Street

New York, NY 10019

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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 -

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

09:05 Expert Feature Presentation

09:20 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

10:00 Networking Coffee Break and Q&A

10:20 Panel Discussion: Technology Infastructure

  • 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?

11:00 Expert Feature Presentation

11:15 Fund Manager Case Study

11:55 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

12:35 Networking Lunch

13:20 Fund Manager Case Study

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?

14:40 Expert Feature Presentation

14:55 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?

15:35 Drinks Reception – Event Concludes

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The University Club of New York

1 West 54th Street

New York, NY 10019

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