7 October 2021, The Reform Club, Pall Mall, London
A ONE-DAY RETREAT FOR HEDGE FUND LEADERS, TAKING PLACE AT THE REFORM CLUB, LONDON
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WELCOME NOTE
Welcome to the Hedge Fund: Better Business Summit After a long absence of in-person gatherings, today’s Summit will give our peer network the real opportunity to discuss and debate some of the key issues impacting the hedge fund space. On behalf of the hedgeweek team, please make the most of this opportunity to engage with and learn from our expert speakers, discussion leaders and audience members. Enjoy the Summit.
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HEDGEWEEK LIVE BETTER BUSINESS SUMMIT 2021
FLOORPLAN
LIBRARY
LIBRARY ROUNDTABLE D
LADIES CLOAKROOM STAIRS
SMOKING ROOM DRINKS RECEPTION CARD ROOM ROUNDTABLE A
COMMITEE ROOM ROUNDTABLE E
FIRST FLOOR
CABINET ROOM ROUND TABLE B
STAIRS STAIRS TO LIBRARY
MEN’S CLOAKROOM LADIES CLOAKROOM
STAIRS TO CLOAKROOM
FRONT ENTRANCE
GROUND FLOOR
GARDEN ROOM ROUNDTABLE C
STAIRS
BASEMENT
HEDGEWEEK LIVE BETTER BUSINESS SUMMIT 2021
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AGENDA
THURSDAY, 7 OCTOBER 2021 - BST (BRITISH SUMMER TIME, GMT+1) 7:30 AM 7:30 AM - 8:15 AM GMT +1 (45 Min) Registration and Networking Breakfast Catch-up with peers from around the industry over a coffee 8:15 AM
8:15 AM GMT +1 Chair’s Opening Remarks 8:15 AM
8:15 AM - 9:00 AM GMT +1 (45 Min) Top of mind: The big-picture ‘macro’ view • • •
SPEAKERS homas Deinet, Executive Director, SBAI (moderator) T Mark Dowding, Chief Investment Officer and Member of the BlueBay Board, BlueBay Karim Leguel, International head of Business Development and Client Strategy, J.P. Morgan Alternative Asset Management • William Douglas, Managing Partner, Caius Capital
9:00 AM
9:00 AM - 9:45 AM GMT +1 (45 Min) ESG landscape: making sure managers and investors are on the same page and using best practice in ESG as a selling point SPEAKERS • Kristina Kuhnke, Director, Head of IR, Business Development and Communications & ESG Committee, RoundShield (moderator) • Alison Trusty, Associate Partner - private debt and hedge fund specialist, Aon • Angus Milne, Director, Risk & Compliance, TCI Fund Management Limited • Dr. Heiko Bailer, Head of ESG Quantitative Investments, RepRisk
9:45 AM 9:45 AM - 10:15 AM GMT +1 (30 Min) Networking Break Catch-up with peers and friends from around the industry over a coffee
10:15 AM - 11:00 10:15 AM GMT +1 (45 Min)
Roundtable A: Allocators how are client needs changing and expectations rising Card room
10:15 AM - 11:00 AM GMT +1 (45 Min)
10:15 AM - 11:00 AM GMT +1 (45 Min)
10:15 AM - 11:00 10:15 AM - 11:00 AM GMT +1 AM GMT +1 (45 Min) (45 Min)
Roundtable B: Outsourcing new mindsets, new solutions
Roundtable C: Leadership suite management styles and strategies to accelerate growth
Roundtable D: Data dash leveraging existing data, building new data systems and gaining real insight
Cabinet room
Garden room
Library
Roundtable E: New compliance horizon IFPR roadmap
Committee room
SPEAKERS Roundtable A: Abhijeet Gaikwad, Portfolio Manager, Trium Capital Samuel McMurray, Director – Capital Introduction, Cowen Roundtable B: Tom Woollard, Managing Director, Head of Europe, Edge Technology Group Roundtable C: Ben Brabyn, Ecosystem expert and crowdfunding pioneer Patrick Trew, Chief Risk & Compliance Officer, Maniyar Capital Konstantin Anissimov, Executive Director, CEX.IO 4
HEDGEWEEK LIVE BETTER BUSINESS SUMMIT 2021
AGENDA Roundtable D: Richard Caven, Principal Development Manager, Financial Services, AWS Financial Services Sophie Beland, Vice President, Morgan Stanley | Institutional Equity Division Roundtable D: Priya Mehta, Partner, Buzzacott Ed Fullard, Assistant Manager (FCA regulatory reporting and advisory), Buzzacott 11:00 AM
11:00 AM - 11:45 AM GMT +1 (45 Min) Roundtables Round 2
11:45 PM 11:45 PM - 12:45 PM GMT +1 (1 Hour) Lunch Break Catch-up with peers from around the industry over lunch 12:45 PM
12:45 PM - 1:30 PM GMT +1 (45 Min) Roundtables Round 3
1:30 PM
1:30 PM - 2:15 PM GMT +1 (45 Min) Roundtables Round 4
2:15 PM 2:15 PM - 2:45 PM GMT +1 (30 Min) Networking Break Catch-up with peers and friends from around the industry over a coffee 2:45 PM
2:45 PM - 3:30 PM GMT +1 (45 Min) Product focus: digital assets - readying the strategies and funds of the future
SPEAKERS • James Delaney, Director, Asset Management Regulation, AIMA (moderator) • Michael Hall, Founding Partner & CIO, Nickel Digital Asset Management • Alex Ryvkin, Chief Product Officer, Copper • Dr. Vera Krahmal, Principal, Times Three • Jenna Wright, Managing Director, LMAX Digital 3:30 PM
3:30 PM - 4:15 PM GMT +1 (45 Min) Brand-building: creating culture, identity and standing out from the crowd SPEAKERS • • • • •
4:15 PM
Maria Jose Gonzalez, Financial Communications, Prosek (moderator) Phillip Chapple, COO, Monterone Partners Malcolm Butler, COO, Selwood Asset Management Ian Wylie, COO, Naya Capital Management UK Martin Sandquist, Co-founder, CIO, & Portfolio Manager, Antiloop Hedge 4:15 PM - 5:00 PM GMT +1 (45 Min) Five years on: future-mapping and future-proofing our industry
SPEAKERS • Sarah Crabb, Partner, Financial Services, Simmons & Simmons (moderator) • Patrick Mang, Chief Operating Officer, Trium Capital • Steffen Dietel, Portfolio Manager, Altana Distressed Opportunities Fund • Carol Ward, President, Man GLG 5:00 PM 5:00 PM - 6:30 PM GMT +1 (1 Hour 30 minutes) Drinks Reception Connect with peers from around the industry over a glass of wine HEDGEWEEK LIVE BETTER BUSINESS SUMMIT 2021
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SPEAKERS & PANELLISTS ABHIJEET GAIKWAD PORTFOLIO MANAGER AT TRIUM CAPITAL Abhijeet Gaikwad is Portfolio Manager at Trium Capital and is launching his quantitative fund, providing access to an absolute return strategy investing in global liquid equities and macro markets. Abhijeet has expertise in managing quantitative portfolios for investing in Equities and Global Macro markets, having worked with leading trading quant trading groups and hedge funds including WorldQuant, Man AHL and Societe Generale. Abhijeet speaks at investment conferences on best practices in quantitative modelling, data analytics and believes that big data and supercomputing technologies will play significant roles in quantitative investment.
ALEX RYVKIN CHIEF PRODUCT OFFICER AT COPPER Alex Ryvkin is the Chief Product Officer at Copper.co, a pioneering digital assets custody and settlement provider. His career in financial services spans more than a decade, spent between the UK, Russia and the Middle East, advising globally recognised institutional investors on a range of asset classes and transactions. Since returning to the UK in 2017 he helped set up and run two successful fintechs in the investment and digital assets space. He holds an MBA from London Business School, along with a set of professional certifications
ALISON TRUSTY ASSOCIATE PARTNER - PRIVATE DEBT AND HEDGE FUND SPECIALIST AT AON Alison Trusty is an Associate Partner within the global investment management team at Aon. Her research focus is on alternative credit, with expertise across hedge funds and private debt markets. In addition, Alison is a member of Aon’s global private credit group. Before joining Aon, Alison spent over five years at Hymans Robertson, where she led research and advice on hedge fund strategies and managers. Previously, Alison worked as a hedge fund analyst at Olympia Capital Management and started her career at a private wealth management firm.
ANGUS MILNE DIRECTOR, RISK & COMPLIANCE AT TCI FUND MANAGEMENT LIMITED Angus is Director, Risk & Compliance, of TCI Fund Management Limited, having previously been Partner and Compliance Officer at its predecessor, The Children’s Investment Fund Management (UK) LLP. He joined the firm in 2007. TCI manages over US$50 billion, in equites and bonds and it also originates real estate development loans. Through TCI Fund Services LLP, Angus also provides compliance services to another independent investment manager, which manages an additional US$5 billion. Angus is active within the Alternative Investment Management Association (AIMA).
BEN BRABYN, ECOSYSTEM EXPERT AND CROWDFUNDING PIONEER Ben is former Head of Level39, Europe’s leading fintech and cybersecurity cluster based in London. He welcomed over 200 companies from more than 50 countries. Prior to leading Level39, Ben consulted to the UK Government, running UK Trade & Investment’s Venture Capital Unit and introducing overseas investors to UK companies. Earlier in his career he served as an officer in the Royal Marines Commandos, as an analyst with JP Morgan and as founder of an online payments business which he founded, built and sold between 2001 and 2010.
CAROL WARD PRESIDENT AT MAN GLG Carol Ward is President of Man GLG and a member of the Man Group Executive Committee. She is also a member of Man Group’s Responsible Investment Committee. Carol was previously Man GLG’s Chief Operating Officer. Prior to joining Man GLG Carol was at Man AHL, where she held various roles, most recently as Chief Operating Officer. Prior to joining Man Group in 2010, she worked at Fidelity International. Carol is a member of the AIMA Research Committee and is a Trustee of the Man Group Charitable Trust.
DR. HEIKO BAILER HEAD OF ESG QUANTITATIVE INVESTMENTS AT REPRISK Dr. Heiko Bailer joined RepRisk in 2019 as Head of ESG Quantitative Investments and is responsible for building RepRisk’s quantitative investment business. As a former hedge fund manager, he is an expert in quantitative trading strategies. Previously, Heiko co-founded the Swiss Fintech SmartStamp AG, and traded long/short US equities at GLAM, Goldcorp Land Asset Manager. Subsequently, he was CIO at Swiss Trust Advisors AG and Plenum Investments. Other appointments include Head of Quantitative Solutions and Asset Allocation at Credit Suisse and Deputy CRO at Harcourt Investment Consulting.
DR. VERA KRAHMAL PRINCIPAL AT TIMES THREE Dr Vera Krahmal is a co-founder of Times Three, an investment fund exclusively focused on cryptocurrency and blockchain technology, is responsible for portfolio management, investment research and client relations. Prior to joining Times Three, Vera was an associate professor in finance, at The Open University, UK and Fordham University, USA, with extensive academic research experience in the financial innovations. She is a member of 100 Women in Finance, Institute for Private Investors and The Investment Institute.
EDWARD FULLARD ASSISTANT MANAGER (FCA REGULATORY REPORTING AND ADVISORY) AT BUZZACOTT Edward works within the FCA regulatory reporting and advisory team at Buzzacott. His clients include hedge fund managers, asset managers, investment advisory firms, broker dealer firms and private equity firms. Edward helps them to successfully alleviating the regulatory reporting burden. He is an expert on regulations including IFPR, CRD IV, AIFMD and MiFID II. Edward and his team are working on the impact assessment and implementation of ‘Investment Firms Prudential Regime’ (IFPR), advising clients on the new capital requirements and assisting them with preparation of ICARAs and wind down plans.
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SPEAKERS & PANELLISTS IAN WYLIE COO AT NAYA CAPITAL MANAGEMENT UK Ian Wylie is the Chief Operating Officer of Naya Capital and was a member of the founding team in 2012. Previously, Ian was Chief Executive Officer of Theorema Advisors UK LLP, a European long/short hedge fund group. Between 2005 and 2009, he was Chief Operating Officer of Gandhara Capital, a Global L/S hedge fund. Prior to Gandhara Capital and between 2001 and 2005, Ian was a Founding Partner and the Chief Investment Officer of GLG Multi-manager Investments, a fund of hedge funds joint venture with GLG Partners.
JAMES DELANEY DIRECTOR, ASSET MANAGEMENT REGULATION AT AIMA James Delaney joined AIMA in 2019 as Director of Asset Management Regulation. He has a legal background and over 12 years’ experience in public affairs and government relations. At AIMA, James is responsible for supporting AIMA member firms on policy issues affecting resilience, cyber and technology, and co-leads AIMA’s Digital Assets Working Group. Previously, James worked at a Brussels-based consultancy before returning to the UK at the end of 2013, to join the Government Relations team at U.S. insurer MetLife.
JENNA WRIGHT MANAGING DIRECTOR AT LMAX DIGITAL Jenna joined LMAX Group in January 2009. Prior to becoming Managing Director of LMAX Digital, the institutional crypto currency exchange, in 2017, Jenna held multiple senior managerial roles at LMAX Group, including Head of Broker Operations and Head of Client Services. Prior to LMAX Group, Jenna worked at Cantor and UBS. Jenna holds BA in Economics & Politics from the University of Manchester.
KARIM LEGUEL INTERNATIONAL HEAD OF BUSINESS DEVELOPMENT AND CLIENT STRATEGY AT J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT Karim Leguel is the head of J.P. Morgan Alternative Asset Management Hedge Fund Solutions’ client strategy and client portfolio management for the EMEA region and is a member of JP Morgan Alternative Asset Management’s Investment Committee. He has 17 years’ experience focused on hedge funds. Before joining J.P. Morgan Alternative Asset Management in September 2014, Mr. Leguel was Head of Alternative Investments for Rasini Fairway Capital where he oversaw their fund of funds business and developed a UCITS single manager platform.
KONSTANTIN ANISSIMOV EXECUTIVE DIRECTOR AT CEX.IO Konstantin joined CEX.IO in 2020 as Executive Director. His areas of responsibility include customer relationships with institutional and VIP-clients, overseeing the company’s development strategy, new products, markets and partnerships. As a member of the Board of Directors, Konstantin is also responsible for corporate governance. Before joining CEX.IO, Konstantin worked for 4B Group. As CTO, he was responsible for business strategies, sales and negotiations, product development and release while working across international markets. After 4B Group, Konstantin joined a start-up exploring the idea of tracking physical gold via blockchain, Autilla Link.
KRISTINA KUHNKE DIRECTOR, HEAD OF IR, BUSINESS DEVELOPMENT AND COMMUNICATIONS & ESG COMMITTEE AT ROUNDSHIELD Kristina Kuhnke heads Investor Relations and Business Development at RoundShield Partners. Kristina also sits on the ESG and Diversity and Inclusion Committee. Kristina is a member of 100 Women in Finance and the firm ambassador for Level20. Kristina previously worked in Investor Relations at Triton Partners, a specialist private equity firm focused on Northern Europe. Prior to this role, Ms Kuhnke was Vice President, Investor Relations at CQS, a global credit asset management firm, and was based in New York.
MALCOLM BUTLER COO AT SELWOOD ASSET MANAGEMENT Malcolm is Managing Partner/COO at Selwood Asset Management LLP, which specialises in credit. They launched in September 2015 and have approximately $2.5bn AUM. From 2008 until 2015 he was partner and Chairman (ex. COO) at COMAC Capital LLP, a Global Macro firm that reached US$6bn of assets, with over 65 staff at peak. As Managing Director, he ran Citigroup’s EMEA Securities and Funds Services business (2006-08). He held other proprietary trading and management positions having joined Citigroup as an Associate in 1991. Malcolm is an MSc Sloan Fellow from LBS.
MARIA JOSE GONZALEZ FINANCIAL COMMUNICATIONS AT PROSEK Maria is a Vice President at Prosek Partners, based in London. She has 10 years’ experience in financial services communications, specialising in brand-raising and reputation management strategies for the firm’s traditional and alternative asset management clients. Maria re-joined Prosek in 2019 from Goldman Sachs, where she supported the firm’s Consumer and Investment Management Division within the Corporate Communications group. Previously, Maria worked at Prosek in New York, focusing on the firm’s global asset management clients, including Goldman Sachs Asset Management, Nuveen and PGIM.
MARK DOWDING CHIEF INVESTMENT OFFICER AND MEMBER OF THE BLUEBAY BOARD Mark is BlueBay’s Chief Investment Officer. He has over 26 years’ investment experience as a macro fixed income investor and has been a senior portfolio manager at BlueBay since 2010. As a macro risk taker, Mark actively pursues an open dialogue with policy makers and opinion formers, believing that proprietary research is key to gaining insights in order to generate strong investment returns. Prior to joining BlueBay, Mark was Head of Fixed Income in Europe for Deutsche Asset Management, a role he previously occupied at Invesco.
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SPEAKERS & PANELLISTS
MICHAEL HALL FOUNDING PARTNER & CIO AT NICKEL DIGITAL ASSET MANAGEMENT Michael Hall is a portfolio manager with over 20 years of trading macro, commodity and fixed income relative value portfolios in hedge funds and investment banks. Prior to joining Nickel, he managed his own hedge funds, traded a FIRV portfolio for a multi-billion hedge fund in Madrid and traded for Deutsche Bank’s New York arbitrage prop desk. Michael graduated with a First Class Honours degree in Electronic Engineering from the University of Manchester and obtained an MBA in Finance from Wharton Business School
PATRICK MANG CHIEF OPERATING OFFICER AT TRIUM CAPITAL Patrick started his career as a fund derivatives trader at Deutsche Bank. He then spent over a decade at HSBC in a variety of roles including equity derivatives trading and corporate strategy. In his last role, he was Head of Innovation for Global Markets in which he funded internal projects in disruptive technologies, oversaw fintech partnerships, and sponsored strategic investments in new market infrastructure. Patrick has an MBA from London Business School, a PhD in Applied Physics from Stanford University, an undergraduate degree from MIT, and is a CFA charterholder.
PATRICK TREW CHIEF RISK & COMPLIANCE OFFICER AT MANIYAR CAPITAL Pat joined Maniyar Capital in 2019 and is the Chief Risk & Compliance Officer and a Board Director. Prior to this, Pat was a Partner and Chief Risk Officer at CQS where he was a member of the Executive Committee and was responsible for Risk, Compliance and Internal Audit. Pat was previously Co-Head of Collateralised Lending Risk Management at Lehman Brothers and held risk roles at CSFB, WestLB and Tokai. Pat started as an Auditor at Ernst & Young in ‘91. Pat holds an MA in Physiological Sciences (Medicine) from St Anne’s College, Oxford.
PHILLIP CHAPPLE COO AT MONTERONE PARTNERS LLP Phillip Chapple is COO of Monterone Partners LLP. He has been involved in the financial services industry since 1997. From 2010 to 2015, he was the founder of the London branch of KB Associates where he focused on assisting fund managers to build investor friendly operational infrastructures and prepare for investor due diligence. Prior to joining KB Associates, Mr. Chapple was CFO/COO of Ironshield Capital Management LLP. Previously he was COO at IBIS Asset Management and Head of Operations at OLEA Capital. Mr. Chapple commenced his career at Morgan Stanley.
PRIYA MEHTA PARTNER AT BUZZACOTT Priya supports FCA regulated firms including UK and US based asset managers, investment advisory firms, broker-dealers and proprietary traders, providing them with much needed guidance on key regulations such as CRD IV, AIFMD and MiFID II including assistance with complex reporting requirements such as Annex IV. Currently, Priya and her team are focused on working with clients on the impact assessment and implementation of ‘Investment Firms Prudential Regime’ (IFPR) advising clients on the new capital requirements and assisting them with preparation of ICARAs and wind down plans.
RICHARD CAVEN PRINCIPAL DEVELOPMENT MANAGER, FINANCIAL SERVICES AT AWS FINANCIAL SERVICES Richard Caven is the lead Financial Services Specialist at Amazon Web Services (AWS) for the UK & Ireland, and for Banking in the Nordics. He is responsible for the development and execution of strategic initiatives to help customers migrate to the cloud and drive their digital transformation journey. Richard joined AWS in 2018 from Barclays where he was a Managing Director and COO for the Global Treasury function.
SAMUEL MCMURRAY DIRECTOR – CAPITAL INTRODUCTION AT COWEN Sam McMurray joined the Cowen capital introduction team in July 2018. Based in London, he is responsible for building relationships and sharing ideas with European and Asian based allocators. Prior to joining Cowen, he was an Investment analyst at Tesco Pension Investments, on the alternatives team. He graduated from the University of Birmingham with a BSc Degree in Economics, and is a CAIA charterholder.
SARAH CRABB PARTNER, FINANCIAL SERVICES AT SIMMONS & SIMMONS Sarah is a leading investment funds specialist. Her practice focuses on the establishment, structuring, maintenance and restructuring of hedge funds in a variety of jurisdictions. She acts for some of the largest managers globally and for emerging managers across a range of asset classes. Sarah regularly advises fund clients in the fintech space and has established a profile in the industry as a leading cryptocurrency funds expert. She is ranked in the Hedge Fund Journal’s 50 Leading Women in Hedge Funds 2019 report in association with EY.
SOPHIE BELAND VICE PRESIDENT AT MORGAN STANLEY | INSTITUTIONAL EQUITY DIVISION Sophie Beland is a Vice President in the Equity Division based in London and is part of the Systematic Advisory Sales team. The Systematic Advisory Sales team is responsible for distributing Morgan Stanley’s Quantitative Assets to institutional clients. Sophie has a B.A. in International History from the London School of Economics and Political Science.
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HEDGEWEEK LIVE BETTER BUSINESS SUMMIT 2021
SPEAKERS & PANELLISTS STEFFEN DIETEL PORTFOLIO MANAGER AT ALTANA DISTRESSED OPPORTUNITIES FUND Steffen Dietel is the Portfolio Manager for the Altana Distressed Opportunities Fund, which is currently pursuing unique opportunities in offshore Oil and Gas. He also has extensive experience in developing and financing renewable energy having served as sole MD for companies owning offshore wind farms Deutsche Bucht and Veja Mate in the German North Sea from 2012-15. Steffen has over 19 years’ experience in finance. Prior to Altana, Steffen was an Investment Director at Laidlaw Capital Management. He was previously a Portfolio Manager at Schadeberg Family Office and Dresdner Bank.
THOMAS DEINET EXECUTIVE DIRECTOR AT SBAI Thomas Deinet was appointed Executive Director of the Standards Board for Alternative Investments (SBAI), previously known as the Hedge Fund Standards Board (HFSB) in September 2008. In 2007, Thomas joined the Hedge Fund Working Group to project manage the development of practice standards that led to the establishment of the HFSB. Previously, Thomas was a senior manager at management consulting firm Oliver Wyman, where he worked with major financial institutions in Europe in asset management and corporate and investment banking. Before this, he worked as an analyst in energy trading.
TOM WOOLLARD MANAGING DIRECTOR, HEAD OF EUROPE AT EDGE TECHNOLOGY GROUP Tom Woollard is Managing Director and Head of Europe for Edge Technology Group. He launched the company’s first global office based in the UK and has since scaled it into a thriving regional operation extending throughout continental Europe. Overseeing dayto-day European operations, Tom has a strong focus on regional business development and growth strategy. He ensures alignment with Edge’s global operations to provide unified services to every client. Tom empowers the talented global team through supportive leadership and developmental opportunities that enables Edge to provide leading products and customer service.
WILLIAM DOUGLAS CEO AND MANAGING PARTNER AT CAIUS CAPITAL LLP Will Douglas is the CEO and managing partner of Caius Capital LLP, an opportunistic credit hedge fund manager that he founded together with CIO António Batista in 2016. Prior to joining António at Caius, Will was a Managing Director at Goldman Sachs in London for 13 years, initially working as a lawyer and latterly in the prime brokerage business. Will started his professional career as a lawyer at a City firm in the mid 1990s after completing three years’ service in the British Army. He holds an LLB from University College London.
HEDGEWEEK LIVE BETTER BUSINESS SUMMIT 2021
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DIRECTORY
Amazon Web Services (AWS) is the world’s most comprehensive and broadly adopted cloud platform, offering over 200 fully featured services from data centers globally. Millions of customers—including the fastest-growing startups, largest enterprises, and leading government agencies— are using AWS to lower costs, become more agile, and innovate faster. Contact: Josh Freiberger, joshfrei@amazon.com
LEADING SPONSOR
Buzzacott is a Top 20 firm of UK Chartered Accountants with a market leading financial services practice providing audit, accounting, regulatory reporting, tax, payroll, and HR support to the alternative investment management sector. Whether you require assistance choosing the correct structure, assessing capital adequacy requirements or setting up cloud accounting, our experts have years of relevant experience, which is invaluable when laying the foundations for a sustainable business. Contact: Priya Mehta, mehtap@buzzacott.co.uk, +44 (0)20 7556 1372
LEADING SPONSOR CEX.IO is a crypto ecosystem of products and services connecting people and businesses to the opportunities of decentralized finance. Our mission is to provide a gateway into the world of an open financial system, enabling everyone to participate in the new digital economy. Founded in 2013, CEX.IO is regulated and fully compliant in countries where it operates. The companies within the CEX.IO ecosystem hold licenses and registrations in the UK, US, Canada, Gibraltar and other jurisdictions. CEX.IO provides services to 50+ large institutional customers with over $4 billion monthly volume of transactions. Our customer list includes hedge funds, investment platforms, asset managers, payment institutions, challenger banks, and cryptocurrency brokers. Institutional clients can connect to CEX.IO Prime to access a suite of services designed and built specifically for institutional customers. Services range from best-in-industry aggregated liquidity service to a large OTC desk and a regulated Escrow service, all powered by OTC lending desk. Customers can access the ecosystem via our web-based portal as well as by connecting via FIX, WebSocket and REST API. Contact: web@cex.io, +44 121 728 2228
Copper is transforming how institutional investors engage with digital assets, providing market-leading infrastructure in addition to custody, trading and prime brokerage solutions. Our award-winning custody application leverages the genius of multi-party computation (MPC) encryption and can be configured to support cold, warm, and hot wallet solutions. Asset managers are further protected by our pioneering ClearLoop network, which enables off-exchange trading and settlement at tier-1 digital asset exchanges. An offering enhanced by the availability of uncollateralised lending.Copper’s secure wallet architecture is available as a standalone application, a mobile app, and a browser extension for smart contract signing. With an easy to navigate interface, market making liquidity, and a team always ready to assist you, Copper will change the way you look at crypto. Contact: Sophie Arnold, sophie.arnold@copper.co, +44 20 3983 0754
Cowen Inc. (“Cowen” or the “Company”) is a diversified financial services firm offering investment banking services, equity and credit research, sales and trading, prime brokerage, global clearing, commission management services and actively managed alternative investment products. Cowen focuses on delivering value-added capabilities to our clients in order to help them outperform. Founded in 1918, the Company is headquartered in New York and has offices worldwide. Learn more at Cowen.com Contact: Jack Seibald, jack.seibald@cowen.com, +001 (516) 746-5718
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HEDGEWEEK LIVE BETTER BUSINESS SUMMIT 2021
DIRECTORY
Edge Technology Group is a sector-focused consultancy, exclusively representing alternative investment managers globally. Edge offers fully managed IT services and complete cloud solutions. The company delivers immediate, flexible and proprietary solutions that satisfy the needs of Hedge Funds, Private Equity Firms, Family Offices and Asset Managers worldwide. Edge has 8 locations across Asia Pacific, Europe and the US, including Singapore, Hong Kong, Sydney, London, New York, San Francisco, Austin and Greenwich, CT. Contact: Tom Woollard, twoollard@edgetg.co.uk, +44 020 3535 7810
Delivered by robust technology, supported by individual service IG Prime is your global partner for prime brokerage services. Founded in 1974, IG has been built on the concept of providing innovative solutions for our clients. Today we are an established FTSE 250 company with a strong balance sheet, and a market cap of £3.2 billion. Our prime brokerage business gives hedge fund managers and family offices access to a range of synthetic, custody, trading and financing solutions. Our worldwide network provides global market access and our technology is cutting edge, but we believe that this is not enough. Our focus is on delivering tailored answers for your needs. Along with access to Tier 1 execution and custody, we provide real-time reporting – and a service which is scalable and flexible. We require no minimum assets under management or revenue commitments, making us perfectly positioned to help you with execution, custody, liquidity and risk management.
Contact: Iwan Lewis, prime@ig.com, +44 (0)20 7573 0219
Landytech is an award-winning technology company offering risk, reporting and compliance solutions to asset managers. Our service empowers risk managers to respond to the demands from investment, compliance, and marketing departments that improves efficiencies and reduces cost. Landytech is the creator of Sesame, a next generation secure technology platform that is powerful and simple to use and centralises all investment data from any source and of any type. Sesame has been developed with intelligent tools for easy navigation into the complexities of investment portfolios with sophisticated analysis, on-demand custom reports, critical alerts on any limits and regulatory reports. Landytech clients utilise the flexible and configurable Sesame risk, compliance & client reporting solution (with managed service support) to efficiently meet client requests and also meet compliance and regulatory requirements. Sesame provides cost effective industry best practice risk analytics using the MSCI RiskMetrics platform. Landytech was founded by experienced former Schroders’ professionals, Mike Dobson is the Chairman of the firm. Contact: Gregory Chouette, gchouette@landytech.com
LEADING SPONSOR LMAX Digital is the leading institutional spot crypto currency exchange. Leveraging LMAX Group proven, robust technology and liquidity relationships, LMAX Digital delivers a market-leading solution for physical trading and custodial services for the most liquid crypto currencies – such as BTC (Bitcoin), ETH (Ethereum), LTC (Litecoin), BCH (Bitcoin Cash) and XRP (Ripple). Delivering trust, reliability and deep institutional liquidity, LMAX Digital ensures complete transparency, open access and a level playing field for all institutional crypto currency market participants – within a secure trading environment. LMAX Digital is regulated by the Gibraltar Financial Services Commission (GFSC) as a DLT provider for execution and custody services. Contact: Riina Sulonen, riina.sulonen@lmax.com
®
Prosek Partners is among the largest independent communications and marketing firms in the U.S. and one of the few domestic, mid-size firms that offers global capabilities through its London office and international network. Specializing in providing a full range of communications solutions to financial and professional services companies, the firm delivers an unexpected level of passion, creativity and marketing savvy. Prosek Partners’ “Unboxed Communications” approach brings breakthrough ideas to every client engagement. Services include digital and traditional media relations, financial communications, investor relations, transaction services, crisis communications and issues management, digital marketing, design and creative services, content creation, publishing, media training and branded entertainment. The firm has been named an Inc. 5000 Fastest-Growing Company, a “Top Place to Work in PR” by PR News, A New York Observer Power PR firm, and a Holmes Report “Best Agency to Work For” and “Agency of the Year.” Prosek Partners is a certified Woman-Owned Business. For more information about Prosek Partners visit www.prosek.com or follow the agency on Twitter at www.twitter.com/prosekpr. Contact: Tania Cunniffee, tcunniffe@prosek.com
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DIRECTORY
Founded in 1998 and headquartered in Switzerland, RepRisk is a pioneer in ESG data science that leverages the combination of AI and machine learning with human intelligence to systematically analyze public information and identify material ESG risks. RepRisk’s flagship product, the RepRisk ESG Risk Platform, is the world’s largest and most comprehensive due diligence database on ESG and business conduct risks, with expertise in 23 languages and coverage of 180,000+ public and private companies and 45,000+ infrastructure projects. For more than a decade, the world’s leading financial institutions and corporations have trusted RepRisk for due diligence and risk management across their operations, business relationships, and investments.” Contact: Assel Zhengisbayeva, assel.zhengisbayeva@reprisk.com Antonio Fuentes, Head of Sales, antonio.fuentes@reprisk.com or Dr. Heiko Baile, heiko.bailer@reprisk.com
Sentieo is a financial and corporate research platform for executives, investment analysts, and researchers that offers them the insights, speed, and confidence they need to make informed strategic decisions so they can outperform the market and gain a competitive edge. Serving a global customer base of over 900, including 600 institutional investment firms and Fortune 500 corporations, Sentieo is the first platform to support the complete financial and corporate workflow. To learn more about Sentieo, visit sentieo.com Contact: Evan Lubin, evan@sentieo.com, +44 747 297 6051
SIGTech offers future-proof quanttechnologies to global investors. Cloud-hostedand Python-based, the platform integrates anext-gen backtest engine and analytics withcurated datasets covering equities, rates, FX,commodities and volatility. SIGTech eliminatesthe expensive upfront costs of infrastructurebuild-out, giving clients an edge in alphageneration from day one.The SIGTech platform was originally built overseven years ago to manage systematicinvestments at Brevan Howard, which remainsa SIGTech client today. After the spinoff intoan independent company in early 2019, theteam has grown substantially and establishedSIGTech as the leading provider of quanttechnologies. Contact: Regina Malzburg-Collins, hello@sigtech.comphone, +44 (0) 20 7022 6097
Hedge funds are at the centre of Simmons & Simmons. No other London firm has an equivalent asset-management focused team of expert advisers covering all the issues that matter to the investment funds industry today: regulation, fund structures, investor terms, taxation, trading documentation, fund marketing, ownership and employee terms. Every year the challenges to hedge fund managers change and every year we have the real experts to lead our clients and the industry: in 2020 (and 2021 so far) Brexit, SFDR, COVID and Digital Assets have been at the forefront of Managers’ minds. We have the scale and breadth of expertise to lead on these new and specialist issues. Our scale remains unrivalled: we act for over three-quarters of the largest UK and European hedge fund managers, over half of the largest US hedge fund managers and over one-third of the largest Asian hedge fund managers. We advised 50% of the London -based start-up managers in HFM’s “20 for 2020”. Contact: Enquiries@ simmons-simmons.com
Truss Edge was created at a multi-strategy hedge fund for real-time monitoring and control of its global trading teams with complex instruments, markets, limits, strategies, and risk. We have expanded with our software application Safari to support a wide diversity of investment groups and meet their demands for exceptional support with our cohesive team, technology, and infrastructure. We provide managers with either their complete end-to-end single system platform and operations or a configuration that meets their specific needs. Our clients’ gain the advantage of a faster, more precise, robust, and cost-effective foundation. We deliver continuous improvement through monthly software releases. Truss Edge is flexible so that managers can select the features that work for their business. • Proven investment front, middle and back-office software • Fully integrated STP, single platform: trading, settlement, reconciliation, reporting, risk, dashboard, and accounting • Plug and play software as a service and operations as a service • Total instrument coverage
Contact: Dave Shastri, Dave.Shastri@trussedge.com, +44 20 7628 2020
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HEDGEWEEK LIVE BETTER BUSINESS SUMMIT 2021