AIMA is pleased to announce that our popular Next Generation Manager Forum will be returning to London on Friday 8th June 2018.

Now in its sixth year, the forum provides a platform for the exchange of ideas and the development of a peer networking group for senior hedge fund individuals at firms managing less than $500m in assets.

We are delighted to offer AIMA members a complimentary place to this exclusive event, where interactive panel discussions will cover:

• Future proofing your business 
• Managing the hedge fund legal and compliance function into 2020
• Exploring what the hedge fund of the future will look like
• Prioritizing what you need when building out the sales and marketing function for your hedge fund

Please note a strict limit of one attendee per service provider firm is in place for this event

Agenda:

9:00am – Introductory Remarks

9:10am ‐ Presentation: Sean Capstick, Head of Prime Brokerage at Global Prime Partners, presents the key findings of AIMA’s soon-to-be-published research paper, “Making it Big”, which charts the evolution of hedge fund firms from start-up to a billion dollars in assets under management and beyond.

9:30am | Panel 1: "From basement to boardroom: managing the operations of the hedge fund business."

• Reflecting on the key findings from the presentation of AIMA's "Making it Big" paper
• Evaluating whether to outsource or insource the hedge fund operations
• Evaluating the role of regulatory hosted platforms in supporting the hedge fund business

Olive Gibson, COO, Salt Rock Capital Partners

Noelle Tevis, COO, Prosperise Capital LLP

Joe Vittoria, CEO, Mirabella

Moderator - Jerry Lees, Chairman, Linear Investments

10:15am | Panel 2: “Implementations and impacts for counsel and compliance through to 2020 for the hedge fund business.”

• MIFID II: where are we six months into it going live?
• GDPR: how was the experience in getting your firm ready?
• Cyber security: what kind of information are investors demanding around cyber protection?
• Preparing for SMCR in 2019
• Brexit: how is Brexit impacting how you plan to structure your business and distribute your product?

George Chamberlain, COO, CDAM

Simon Elvidge, Board Director and COO, EOS Investment Management

Andrew Main, The Main Man

Moderator - Devarshi Saksena, Partner, Simmons & Simmons

11:00am - Coffee and networking break

11:30am | Panel 3: “Tomorrow’s hedge funds: what will they look like?”

• Are hedge funds ready for the future?
• What are the emerging trends that will dominate the future shape of hedge funds five years from now?

Jennifer Mernagh, Investment Strategist, Aberdeen Standard Investments

Mike Turner, CEO, Man FRM

Tom Kehoe, Director, Global Head of Research, AIMA

12:15pm | Panel 4: “Finding and minding: raising and maintaining the assets for the hedge fund business.”

• Prioritising what you need when building out the sales and marketing function of the hedge fund business
• Different ways of structuring the sales and marketing efforts
• What should be prioritised for an early stage hedge fund manager to access investors
• Evaluating the use of a seed/early stage investor
• Using a third‐party marketer to help with your IR

Beatriz Carrillo, Director of Marketing and Investor Relations, Copper Street Capital

Joe McCarthy, Founder & Chief Investment Officer, Islandbridge Capital

Maya Rodriguez, CEO, AZR Capital

Kevin Packford, Head of Business Development, Engadine Partners LLP

Moderator -Sean Capstick, Head of Prime Brokerage, Global Prime Partners

1:00pm – Closing remarks followed by networking, lunch & exhibitions