Hedgeweek European Emerging Managers Summit 2021 - Agenda Brochure

17 November 2021 European Emerging Managers Summit

The Reform Club, Pall Mall, London Delivered live and in-person (BST)

AGENDA BROCHURE MANAGING A START-UP OR EMERGING HEDGE FUND IN 2021

REGISTER NOW A free invite-only gathering for new and emerging hedge fund managers that will explore the critical steps involved to successfully bring a hedge fund to market.

WHY THIS EVENT? Europe’s premier virtual event for start-up and emerging hedge fund managers. Through a series of in-depth panel discussions, presentations and breakout sessions, the event will lay out the main considerations for start-ups and emerging fund managers.

For any new fund manager, getting the planning right at the prelaunch and post-launch phases can potentially make the difference between success or costly failure.

HedgeweekLIVE: European Emerging Managers Summit is your bridge to a new understanding of each of the critical steps involved to successfully bring a hedge fund to market.

MEDIA PARTNERS

“Very useful event, I look forward to this event next year as well as other future events that Hedgeweek has in store.”

Co-Founder & General Partner, Investment Management Firm(Delegate)

EVENT AGENDA WEDNESDAY, 17 NOVEMBER 2021 - GMT 8:00 AM 8:00 AM - 8:30 AM GMT (30 Min) Networking Arrival and registration 8:30 AM 8:30 AM - 8:45 AM GMT (15 Min) Opening address

Chair’s opening remarks 8:45AM

8:45 AM - 9:30 AM GMT (45 Min)

PANEL 1

Legal & Fund Structure – What are the typical fund structuring considerations for managers when setting up offshore versus onshore European hedge funds – What should one prioritise when putting together the Offering Memorandum and Investment Management Agreement?

– Recent developments and future challenges: the EU-Cayman ‘Blacklist’ ruling and other potential legal headaches for hedge funds – Management company considerations – defining the economic interests of the partners

9:30 AM 9:30 AM - 10:15 AM GMT (45 Min) PANEL 2

Operational Due Diligence – The changing nature of ODD issues for start-up managers – Due diligence deep-dive: how ODD can make or break a start-up manager – How can managers best prepare for investor ODD? – Will investors get comfortable with a virtual ODD process and could this become a permanent feature?

– Spending budget on operations – hiring talent, using service providers etc – Investor expectations: what are they asking and what sort of red flags tend to veto a potential allocation?

10:15 AM 10:15 AM - 10:45 AM GMT +1 (30 Min) Networking Break

EVENT AGENDA CONTINUED WEDNESDAY, 17 NOVEMBER 2021 - GMT

10:45AM

10:45 AM - 11:30 AM GMT 10:45 AM - 11:30 AM GMT 10:45 AM - 11:30 AM GMT (45 Min) (45 Min) (45 Min)

Roundtable A:

Practical insights on what the ODD process looks like for today’s hedge fund manager

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Roundtable B

The European AIFM model: What is it, how does it work, and what are the risks to using a 3rd party model?

Read more

Roundtable C

Regulatory platforms & compliance – why they are so advantageous for new managers who don’t want the burden of FCA compliance on day one Read more

11:30 AM 11:30 AM - 12:15 PM GMT (45 Min) PANEL 3

Cybersecurity & Technology Infrastructure – 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 – Cyber security and business continuity planning – what are some of the next generation tools and solutions to consider?

– Pitfalls to avoid when selecting a vendor – What resources are available to new and emerging managers to develop and maintain a secure and resilient cybersecurity and technology program?

12:15 AM 12:15 PM - 1:15 PM GMT (60 Min) Networking Lunch Break 1:15AM 1:15 PM - 2:00 PM GMT (45 Min) PANEL 4

Fee Structuring Considerations – What are some of the key questions to ask for any new manager, as they think about their fee structure?

– What ways can managers better align their interests with investors? What have been the key trends and developments in recent years – Importance of founder share classes – How are investor attitudes towards fees changing?

– Hurdle rates – what should the right level be?

– Should first loss programmes be considered?

EVENT AGENDA CONTINUED WEDNESDAY, 17 NOVEMBER 2021 - GMT 2:45AM

2:45 PM - 3:30 PM GMT (45 Min)

Roundtable A:

Practical insights on what the ODD process looks like for today’s hedge fund manager

Read more

2:45 PM - 3:30 PM GMT (45 Min)

Roundtable B

The European AIFM model: What is it, how does it work, and what are the risks to using a 3rd party model?

Read more

2:45 PM - 3:30 PM GMT (45 Min)

Roundtable C

Regulatory platforms & compliance – why they are so advantageous for new managers who don’t want the burden of FCA compliance on day one Read more

3:30 AM 3:30 PM - 4:15 PM GMT (45 Min) PANEL 5

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 – How have areas like outsourcing and managed services changed? What are the challenges/benefits?

– Day 1 operational infrastructure: how has this changed? What do investors expect now, and how to achieve this?

– What are the more common mistakes new managers make i.e. when selecting their PB? – Can some strategies outsource more than others? i.e. equity strategies vs event-driven, distressed credit strategies 4:15PM 4:15 PM - 5:00 PM GMT (45 Min) PANEL 6

The Fund Raising Process – What are the main distribution channels managers need to consider – What are the main challenges when it comes to attracting investors – How can fund managers better attract seed investors?

– What are the typical mistakes that managers make when it comes to approaching the fundraising process?

– How is technology and social media changing the way managers think about connecting with potential LPs? SPEAKERS – James Purdie, Head of Investor Relations, Arion Investment Management – Eleri Rhidian, Vice President, Sales & Investor Relations, Trium Capital 5:00 PM 5:00 PM - 6:00 PM GMT (60 Min) Drinks Reception Drinks Reception

European Emerging Managers Summit

17 November 2021 The Reform Club, Pall Mall, London Delivered live and in-person (BST)

MEDIA PARTNERS