Emerging Managers Hedge Fund Forum

USA

Please join K&L Gates and your fellow AIMA members for an evening of education and networking.

Agenda:
3:30 pm - 4:00 pm Registration

4:00 pm - 5:00 pm Coffee and Conversation with Emerging Managers & Allocators

5:00 pm - 6:00 pm Alive and Kicking - What it takes to break even for the next generation of alternative investment managers

What it takes to break even for the next generation of alternative investment fund managers
Emerging managers with less than $500mm only manage 6% of global industry AUM. What does it take to launch a fund in this environment and achieve profitability?
What are the "must haves" for new managers on day one, and how do you plan for growth going forward?
Defining your break even
Minimum regulatory requirements
Minimum operational requirements

Panelists:

Thomas Deutsch, Managing Director, Matrix Private Capital Group
Ari Glass, Founding Partner and Managing Member, Boothbay Management
Michelle Noyes, Head of Americas, AIMA
Jeffrey Park, Principal, Research and Portfolio Management, Corbin Capital Partners
Amy Poster, Contributing Writer, Institutional Investor
Derek N. Steingarten, Partner, K&L Gates

6:00 pm - 7:00 pm Taking it to the next level - How to be ready to market to institutional investors

Taking it to the next level - How to be ready to market to institutional investors
What are institutional investors looking for
Fund structures
Operations
Personnel and compensation
Special investors - ERISA, governmental plans

Panelists:

Alexandra Coupe, Associate Director, PAAMCO
Meredith Jones, Head of Emerging Manager Research, Aon Hewitt
Cary J. Meer, Partner, K&L Gates
David Meneret, CIO, Mill Hill Capital
Sherri Rossoff, Managing Director and General Counsel, The Rock Creek Group
Robert L. Sichel, Partner, K&L Gates