|John Anderson, Park Square Capital
Peter Astleford, Dechert
Chris Bentley, Cairn Capital
Andrew Bird, Aspect Capital
Gus Black, Dechert
Trudi Boardman, Cambridge Associates
Alberto Gallo, Algebris
Simon Goodman, Duet Group
Linda Gorman, Quintillion
Kevin Gundle, Aurum Funds
Stephen Hedgecock, Altis Partners
Jon Howard, Anavio Capital
Chris Jones, Graham Capital
Conrad Levy, Brummer & Partners
Ian Lynch, BNP Paribas
Mike Murphy, Inverewe Capital
Niki Natarajan, In Ink (London)
Paud O’Keeffe, BNP Paribas
Martin Pabari, CQS
Savvas Savouri, Toscafund
Magnus Spence, Jupiter
Lynda Stoelker, Stenham
Sushil Wadhwani, Wadhwani Asset Management
Christine Waldron, US Bancorp
Strategic Thinking In Operations & Business Management
10 May 2017, Institute of Directors, London
The Hedge Fund Business Forum provides senior business managers such as CEOs and COOs a dedicated meeting to debate the key operational and business issues affecting their businesses. The invitation-only event attracts around 150 people including from many of the major management firms.
Now in its 4th year, the Hedge Fund Business Forum has quickly become a popular annual event with the agenda constructed in consultation with leading firms such as Brummer, CQS, CSAM and Lansdowne.
This year’s Hedge Fund Business Forum provides an excellent opportunity to interact with peers and other industry experts at a time that the industry faces many challenges.
Key themes for this year will include:
- The new macro picture: How will it change the world for hedge funds?
- What are the biggest challenges today for the COO? And how best to deal with them?
- Which investors should you be targeting? And how best do you go about it?
- What is the future model? More outsourcing? Will fintech provide solutions?
- Credit and direct lending funds: How should they best be structured?
- Is the industry going all quant – what will be the effects?
- Fintech, data science and AI: How will it change the world of asset management?
The event is organised by Neil Wilson and John Willis, who have worked with the hedge fund industry for more than 15 years each including founding and running some of the most successful events in the hedge fund calendar.
|8.15||Doors open and registration||12.30||Lunch|
|9.00||Welcome and introduction||1.45||Strategy for distribution, structures and fees: what’s the best approach?
• With managers under increasing pressure from investors to reduce fees or show more flexibility, what is the latest research telling us about how fee models are evolving?
• With ever more assets being raised in UCITS and other onshore versions, what is the future for fund structures and domiciles of choice?
Speakers: Robert Howie, Mercer Investments; Martin Pabari, CQS; Magnus Spence, Jupiter; Lynda Stoelker, Stenham;
Moderator: Kumar Panja, JP Morgan
|9.15||The new macro picture: How will it change the world for hedge funds? |
• President Trump, Brexit, elections in Europe etc – how will they change the operating environment for hedge funds?
• What’s gone wrong with hedge funds – why has performance overall been so disappointing? Has the industry been strangled by QE and passive index funds?
• Is that environment all about to end – and how will it change?
Speakers: Alberto Gallo, Algebris; Savvas Savouri, Toscafund; Sushil Wadhwani, Wadhwani Asset Management; Christine Waldron, US Bancorp
Moderator: Neil Wilson, Wilson Willis
|2.30||What is the future model? More outsourcing? Will fintech provide solutions?
• Can the traditional hedge fund boutique survive? Or is everybody to become an ‘asset manager’?
• Will discretionary management survive – or will everything go quant?
• What options do you realistically have these days for monitoring, risk reporting etc – can it all be outsourced and automated?
Speakers: Chris Bentley, Cairn Capital; Andrew Bird, Aspect Capital; Malcolm Butler, Selwood Asset Management; Linda Gorman, Quintillion;
Moderator: Mike Murphy, Inverewe Capital;
|10.00||What are the biggest challenges today for the COO? And how best to deal with them?|
• What are the biggest issues today for the COO in a firm running hedge funds – Financing? Regulation? Technology? Dealing with investors and fees?
• Post the global financial crisis, the Volcker Rule and Basel III have had a massive impact on market liquidity and financing – but is the tide finally about to turn?
• Will the new US administration succeed in rolling back Dodd-Frank? Will US banks benefit from the new environment? And will European banks be able to follow suit?
Speakers: Jon Howard, Anavio Capital; Conrad Levy, Brummer & Partners; Nick Rustad, JP Morgan; Ian Wylie, Naya Capital Management
Moderator: Suling Tsang
|10.45||Coffee break||3.45||Credit and direct lending funds: How should they best be structured?
• With investors trying to diversify and seek new ways to find yield, there has been dramatic growth in non-bank lending and other new vehicles for credit
• What was once a clear line between hedge funds and private equity also appears to be blurring – at least in the credit investment world, and especially in direct lending
• Can these funds be the saviour of the industry? And how best should such funds be structured?
Speakers include: John Anderson, Park Square Capital; Rachel Fenwick, LaSalle Investment Management; Corinna Mitchell, Pemberton Capital Advisors
Moderator: Gus Black, Dechert
|11.15||Presentation on latest regulatory developments|
Speaker: Michelle Kirschner, Macfarlanes
|4.30||Fintech, data science and AI: How will it change the world of asset management?
• New technology has already caused radical change in many industries – how will it affect the world of asset management, including hedge funds?
Speaker: Paud O’Keeffe, BNP Paribas
|11.30||Which investors should you be targeting? And how best do you go about it?|
• Why do pension funds seem to be pulling back or even pulling out of hedge funds?
• Are family offices and private wealth managers to become the interesting marginal investors again?
• Does the industry need to move towards a new fee model – and what is it going to be?
Speakers: Trudi Boardman, Cambridge Associates; Kevin Gundle, Aurum Funds; Ian Lynch, BNP Paribas; Rahul Moodgal;
Moderator: Niki Natarajan, In Ink (London);
|4.45||Is the industry going all quant – and what will be the effects?
• Will quant investment styles be the only way for alternative managers to add value in future?
• Has the market already become ‘too quick’ for traditional players? What will be the impact on fundamental investors – will they survive?
• Could or should anything be being done about this trend?
Speakers: Alexandru Agachi, Empiric Capital;
Stephen Hedgecock, Altis Partners; Chris Jones, Graham Capital;Donald Pepper
|12.15||Thoughts on our industry –|
Speaker: Peter Astleford, Dechert
*Programme is provisional and subject to change
Attendance at the Forum is by invitation only: If you would like to attend the Forum, please complete the application form below or send your details (including name, company, position and telephone number) to John@WilsonWillis.com.