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Hedge Fund Marketing Leadership Summit

April 28, 2016 | New York City


12:00 to 1:00 - Registration and Networking

1:00 to 1:10 - Opening Remarks

Andrew Feldman, Managing Director, Agecroft Partners


1:10 to 2:10 - Hedge Fund Institutional Investor and Consultant’s Viewpoints

Craig Bergstrom, CFA, Partner, CIO, Corbin Capital Partners
Andrew Fisch, Managing Director, Investcorp Investment Advisers LLC
Panayiotis Lambropoulos, CAIA, FRM,  Portfolio Manager - Hedge Funds, Employees Retirement System of Texas
Chris Solarz, Managing Director, Head of Global Macro Strategies, Cliffwater, LLC
Michael Weinberg, Senior Managing Director, Chief Investment Strategist, Protégé Partners, LLC

Moderator: Doug Rothschild, Strategic Adviser, Agecroft Partners

  • What are the most important metrics consultants consider when evaluating a hedge fund?

  • What specific research process do institutional investors and consultants use to evaluate hedge funds?

  • What are some of the best and worst marketing/clients service examples you have seen?

  • What hedge fund strategies are clients currently looking for?  

2:10 to 2:50 - How to Gain Clients Outside the US?

Gwyn Roberts, Editorial Director, Pageant Media (HFMweek, CTA Intelligence)
Matthias Knab, Founder, Opalesque (Alternative Market Briefing, Sovereign Wealth Funds Briefing)
Hamlin Lovell, Contributing Editor, The Hedge Fund Journal
Cara Fleckenstein, Managing Director, Agecroft Partners 

Moderator: Wendy Cohen, Partner, Katten Muchin Rosenman LLP

  • Where are the assets outside of the US?

  • What does the investor base look like?

  • What fund structures are utilized?

  • What registrations are required in different regions of the world?

2:50 to 3:20 - Coffee Break and Networking

3:20 to 4:20 - How to Improve the Fund Raising Capability of Your Hedge Fund

Jim Kelly, Americas Head of Capital Introductions, Citi Global Markets, Inc.
Omeed Malik, Managing Director, Head of Emerging Manager Program, Bank of America Merrill Lynch  
Dean Backer, President, Global Head of Sales and Capital Introduction, Goldman Sachs 
Marlin Naidoo, Head of Capital Introduction & Hedge Fund Consulting, Americas, Deutsche Bank Securities Inc.

Moderator: Mike Geller, Executive Vice President, Edelman

  • Where are you seeing fund flows from a geographic perspective?

  • How has new EU legislation affected your clients’ European marketing strategy in both the short and long term?

  • What types of investors are allocating to hedge funds and how has this changed over the past few years?

  • What strategies are currently in demand and when has this changed?

  • What issues are on investors’ minds that hedge funds should be aware of?

  • What do hedge funds need to do to raise capital in an increasingly competitive environment?


4:20 to 4:45 - The Three Keys to Successful Hedge Fund Capital Raising

Don Steinbrugge, Founder and Managing Partner, Agecroft Partners

4:45 to 5:15 - Coffee Break and Networking

5:15 to 6:00 - What Should Small and Midsized Firms Do Differently to Market Their Firm?

Leor Shapiro, Managing Director, Head of Capital Introduction, Jefferies & Company
Patrick McCurdy, Managing Director, Head of Capital Introductions, Wells Fargo Prime Services
Dan Rizzuto, Managing Director, Head of Capital Introductions Americas, SOCIETE GENERALE

Moderator: Ron Geffner, Partner, Sadis & Goldberg LLP

  • What geographic areas and investor types should small and midsized hedge funds  focus on?

  • Are there minimum requirements they need to meet to make it easier to raise assets?

    • Assets under management

    • Length of track record

    • Number of people

    • Infrastructure

  • What are successful firms doing differently?

  • What are some of the mistakes you see firms making?

6:00 to 8:00 - Cocktail Reception

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