Overview
We are pleased to announce the AIMA Next Generation Manager Forum will take place on the 9, 10 & 11 March 2021 and will be hosted virtually.
Now in its eighth year, the Forum provides a platform for the exchange of ideas and the development of peer networking for senior individuals at alternative asset management businesses managing less than $500m in assets. These firms are an integral part of the alternative investment management community and are important and substantial contributors to AIMA’s work.
We are pleased to welcome over 250 delegates each year to join the discussions elaborating on some of the key discussion points of this group and during sessions, speakers explore the nuts and bolts of this dynamic market and how to build a successful alternative investment business. Past themes included how to best manage the firm’s operations, navigating the key compliance issues into 2020, and a discussion on how to manage capital raising for your business.
The 2021 Forum will take place in a virtual format and will explore the relationship between the fund managers and their prime brokers, what investors expect to see from their fund manager, the characterisation of budgets and the use of platforms.
Date: 9, 10 & 11 March
Time: From 14:00 each day
Agenda & Speakers
The joining instructions for the Forum have been sent to all registered delegates. Any new registrants will receive the joining instructions shortly.
Day 1|9 March 2021
14.05 | Panel 1: Prime brokers and how next generation managers can get the most from them
- Considerations when selecting your prime broker
- What the PB is getting out of the relationship – beyond just the fee?
- How to get the most out of your capital introductions coverage
- Negotiating tactics
- Maintaining the relationship
14.50 | Panel 2: Platforms and their uses for next generation managers
- Why a next generation manager may want to work with a platform
- Which types of platforms are useful for different requirements?
- Platforms and their interaction and implications for your other service providers
- Due diligence for selecting and onboarding a platform
Day 2 | 10 March 2021
14:50 | Panel 4: Sales and marketing for next generation managers and what investors expect
- Building a sales and marketing function – what to outsource and keep in-house
- Getting in shape to present to investors for the first time
- Establishing a relevant investor pipeline
- Has COVID-19 affected investors’ appetite for start-ups?
Day 3 | 11 March 2021
Bitesize Sessions
We are pleased to host a range of 10-minute educational presentations for futher learning.
Legal/regulatory considerations around sustainable investing for start up hedge fund managers
Sustainability is a hot topic and even if you’re not an “ESG fund” you may need to make sustainability disclosures. Lucian Firth and Niamh Ryan talk about the key ESG considerations for hedge fund managers and their funds, including the question most commonly asked by investors.
The fund finance toolbox: liquidity, creativity and preserving value
This will include a brief synopsis of the traditional fund financing structures, as well as a discussion of the short and longer term impact of the pandemic on the utilisation of fund finance — namely the challenges faced, the development of innovative liquidity solutions and those features which we consider likely to form part of the evolving fund finance landscape.
Data strategy: aligning data efforts and strategy to unlock your full potential
It is no secret that data is the foundation of today’s digital world. And therefore, a vital component of every hedge fund’s overall strategy for long term growth and success.
Watch to hear technology and data experts from Eze Castle Integration discuss building out a data strategy to support your business as it transforms from acorn to oak tree.
Data subject access requests & e-discovery: The challenges and potential penalties of not getting things right
In this presentation, GDFM’s Cyber Practice lead, Tony Adams, former Head of Investigations for the UK National Cyber Crime Unit, will take you through the sometimes overwhelming requirements of managing large datasets. Topics include:
- Data management challenges
- Data Subject Access Requests and the anticipated deluge of requests!
- Regulatory requirements
- Litigation defensibility
- End to end managed services to address the challenges
The right prime broker at the right time
Appointing a Prime Broker is one of the most critical decisions of a fund launch. Lawrence Obertelli, Colin Bridges and Chris Elliott explore various considerations around making the most suitable choice given a manager’s particular situation.
The emerging competition for private capital
- How big is private opportunity?
- How has Covid-19 affected fundraising?
- Who are the winners and what does it take to be successful?
Forum Sponsors
