Alternative Investments, Business Management

Emerging Managers Summit

Thursday, December 3 | 9:00 AM - 1:00 PM

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Overview

This event is for professionals thinking about launching, ready to launch or recently launched a money management firm. Panel discussions will be focused on issues that concern anyone starting or running a successful money management firm. Attendees will learn about issues surrounding presentation development, Legal and regulatory, Compliance, Marketing, Capital raising, Administration, and Operations. Emerging Managers will also get the opportunity to be introduced to asset owners genuinely interested in their strategies and businesses. CFA Society New York Emerging Manager Summit will be a unique forum for capital providers and asset allocators to meet and discover new emerging managers. From dedicated presentations to opportunities for networking, CFA Society New York Emerging Manager Summit will provide a forum for allocators, and Emerging Managers to do business while learning about new development and issues that practitioners need to deal with to manage a successful money management business. Attendees that would benefit from this event include Portfolio Managers, Analysts, Traders, Alternative Asset managers, and Asset Owners.

Agenda

5:30 PM | REGISTRATION & NETWORKING


6:00 PM | WELCOMING REMARKS


6:05 PM | PANEL DISCUSSION

Dennis Alvarado, Managing Director, Human Resources Business Partner at Nuveen Investments

Solange Charas. Ph.D., CEO, Charas Consulting, FOunder, HCMoneyball


7:00 PM |  CLOSING REMARKS


7:05 PM | NETWORKING & CATERED RECEPTION

Additional Details

Learning Outcomes

  • Best Practices
  • Legal, regulatory, compliance guidelines
  • Marketing
  • Allocation Opportunities
  • Seeding Opportunities