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Hedge Fund Marketing Leadership Summit

April 28th, 2017  |  New York City


This event sold out with 600 registrations

On April 28th, many of the world’s most influential hedge fund marketing experts, including most of the top heads of capital introduction from the largest prime brokerage firms will gather to discuss “How to Enhance the Asset Raising Capability of Your Hedge Fund Organization.” We expect this event to be one of the largest hedge fund conferences in North America in 2016. The following heads of capital introduction will be speaking on panels:

  • Dean Backer, Partner, Global Head of Sales & Capital Introduction, Goldman Sachs

  • Leor Shapiro, Global Head of Capital Introductions & Business Consulting, Jefferies LLC

  • Jim Kelly, Americas Head of Capital Introductions, Citi Global Markets, Inc.

  • Omeed Malik, Managing Director, Global Head of Capital Strategy, Bank of America Merrill Lynch

  • Patrick McCurdy, Managing Director, Head of Capital Introductions, Wells Fargo Prime Services

  • Marlin Naidoo, Head of Capital Introduction & Hedge Fund Consulting – Americas, Deutsche Bank Securities Inc.

  • Dan Rizzuto, Managing Director, Head of Capital Introductions Americas, SOCIETE GENERALE

In addition, the following  prominent institutional investors and consultants will be speaking on panels:

  • Craig Bergstrom, CFA, Partner, Chief Investment Officer, 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

All of the profits from Gaining the Edge conferences are donated to nonprofit organizations that benefit children. This conference will support Hedge Funds Care / Help for Children and the World Pediatric Project. 

Hedge Funds Care / Help for Children is an international charity, supported largely by the hedge fund industry, whose sole mission is preventing and treating child abuse. Each year, HFC gives grants to community based nonprofit organizations throughout the US, Canada, the Cayman Islands and the UK that address child abuse through education, support (for victims or at risk families), research, and training. Over 50,000 people are directly impacted by HFC’s grants every year.

World Pediatric Project provides critical-care health services to children in the Caribbean and Central America. The WPP helps children by sending surgical and diagnostic teams to partner countries to provide onsite treatment to children in need and to educate and train local nurses and doctors in order to create a sustainable, long-term healthcare solution. WPP’s vision is to give every child, regardless of geography, access to quality, critical care in order to live a full and productive life.

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