Alternative Investments, Business Management, Virtual Events & Programming

Emerging Managers Summit

December 16, 2020 | 9:00 AM - 11:15 AM

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Overview

Our 2020 CFANY Emerging Manager Summit invites professionals thinking about launching, getting ready to launch or have recently launched a money management firm to watch our virtual event. Our Panels will discuss issues regarding the new post COVID realities of starting and running a successful money management firm.  How firms are taking advantage of the opportunities and challenges of doing business in the post COVID economy. 

Please join our event to will learn about the benefits and opportunities of investing in new, small, diverse and women owned, emerging and boutique fund managers from the nation’s leaders in the new and ever-changing emerging manager market.

Agenda

9:00 AM | OPENING REMARKS

Alton Crooks, CFA, MBA, Managing Principal, Fidelis Capital LLC


9:05 AM | PLANNING A SUCCESSFUL NEW FUND LAUNCH

Moderator

Adam Zivitofsky,CFA, Director, Crestbridge

Panelists

Barry Goodman, CPA, Partner, Mazars USA LLP

Nate Goodman, Head of North American Business Development, Citco

Meg McGarveyExecutive Director – Prime Finance Sales, UBS Investment Bank

Lance Zinman, J.DPartner, Global Chair of Financial Markets and Funds, Katten Muchin Rosenman LLP


9:45 AM | Q&A


10:00 AM | BREAK


10:15 AM | EMERGING MANAGERS / ASSET ALLOCATOR FORUM

Introduced by Christopher Flens-Batina, Vice Chair, Business Management Group, CFA Society NY 

Moderator

Lisa Vioni, CEO, Hedge Connection

Panelists

Rajpal Arulpragasam, COO, Pavise Capital Management LLC

Amy B. Hirsch, CEO, Paradigm Consulting Services, LLC

Ajai Thomas, Head of Investors Relations, Hollis Park Partners LP

Tina Byles Williams, CEO & CIO, Xponance


11:00 AM | Q&A


11:15 AM | CLOSING REMARKS & ADJOURNMENT

Anna Sembos, CFA, PhD, Managing Director, CIFC Asset Management

Additional Details

Learning Outcomes

  • Understand best practices for starting, and building an investment management firm of all sizes
  • Learn what are the key drivers and objective criteria for selecting emerging managers
  • Gain perspective on what allocators think and how to build your firm to attract allocations

Features, Benefits, Values

Our event is designed to educate the investment community, which includes but is not limited to Institutional Investors, as well as, new, small, diverse and women owned, emerging and boutique fund managers on how to start, manage and grow a money management firm.  Investors will learn what to look for in an emerging manager.  Emerging Managers will learn how the business of raising capital is changing in an increasingly virtual investment community.

Who Should Attend?

This event is for allocators assessing new asset categories to deploy capital, as well as asset managers that seek to attract and retain assets.  Attendees will be informed and attain valuable insights to direct the growth and success of firms of any size or vintage.