Virtual Next Generation Hedge Fund and Alternative Credit Manager Forum

USA

The annual emerging manager forum from AIMA and K&L Gates is going virtual with a week of webinars designed to support new, sub-$500mm and/or diverse investment firms. Participants are welcome to sign up for some or all of the sessions (you will need to choose those of interest individually) and we hope that this will facilitate peer-to-peer education in a time of physical distancing.

Structuring for success
Monday, April 27, 2020 | 4:30 PM - 5:15 PM
  • Closed-end vs opened-end: matching investor preferences and the investment opportunity
  • Meeting demand for customized solutions and managed accounts
  • Negotiating partnership – trends in terms for emerging manager deals

Speakers:

  • David Warsoff, Executive Director – Head of Operational Risk, J.P. Morgan Alternative Asset Management, Inc.
  • Beste Portnoff, Principal, Head of Operational Due Diligence, Bessemer Trust

Moderator:

  • Sasha Burstein, Partner, K&L Gates
Click here to register

Passing operational due diligence as an emerging manager
Tuesday, April 28, 2020 | 4:30 PM - 5:15 PM
  • Operational complexity by asset class
  • What are the baseline expectations of allocators and investment consultants?
  • Common red flags, and how to avoid them

Speakers:

  • Jorge Hendrickson, SVP, Head of Sales and Marketing, Opus Fund Services
  • Greg Moroney, Operational Due Diligence, ABS Investment Management

Moderator:

  • Michelle Noyes, Head of Americas, AIMA
Click here to register

    Finding your edge – how emerging managers can stand out from the crowd
Wednesday, April 29, 2020 | 4:30 PM - 5:15 PM
  • What is the best way for emerging managers to get on the radar of early stage allocators?
  • Pleasantly persistent without tipping over into badgering – strategies for pre-investment communication
  • Getting to yes – how can investment managers set themselves up for success

Speakers:

  • Linda Luu, Hedge Fund Seeding, Blackstone
  • Dennis Chu, Ford Family Foundation

Moderator:

  • Amy Poster, Risk and Regulatory Lead Consultant, Horizon Globex
Click here to register

Roadmap to growth
Thursday, April 30, 2020 | 4:30 PM - 5:15 PM
  • In an increasingly competitive fundraising environment, where should investment managers look for assets?
  • What has resonated well with investors recently
  • What changes in client service, fundraising, and firm culture might carry over into practice in a post-pandemic world

Speakers:

  • Greg Royce, Founder & CIO, Maximus LSE
  • Nicole Belmont, Managing Director, Far Hills Group     

Moderator:

  • Alexis N. Kwon, Associate Director, AIMA
Click here to register

 

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