Asset Owner Series, Business Management, Conference / Seminar, Virtual Events & Programming

Emerging Manager Summit

Friday, March 25 | 1:30 PM - 3:00 PM

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Cvent Transition Guide

Overview

Are you thinking about launching — or are you ready to launch — a money management firm? Are you currently operating a firm, but are looking for ways to grow or address ongoing management challenges? This all-in-one event will provide a forum for emerging managers and allocators to learn strategic and practical approaches to tackling common challenges. The panel discussion will focus on such topics as presentation development, compliance, marketing, capital raising, as well as related issues that concern anyone starting or running a successful asset management firm.

During this unique event, attendees will also gain an understanding of the motivations and perspectives of asset owners who are actively looking for emerging managers. Asset owners, alternative asset managers, PMs, analysts, and traders can expect to come away with meaningful and actionable business management advice.

Asset Owners Attend Free

Asset Owner status must be verified by filling out the brief form linked below. For eligibility, check the box marked “I believe I am an Asset Owner” to request and receive your complimentary admission (example).

Complimentary Admission

Agenda

1:30 PM | OPENING REMARKS

Alton Crooks, CFA, MBA, Managing Principal, Fidelis Capital, Chair of Business Management Group, CFA Society New York


1:35 PM | PANEL DISCUSSION

Moderator

Joel Palathinkal, Ph.D., CEO, Sutton Capital

Panelists

Aaron Kelley, CFA, CAIA, Partner, Nirvana Healthcare Ventures, Partner, Stealth Mode Fintech Startup

Michael Sheehan, Vice President, Operational Due Diligence, Aetos Alternatives Management, LP

Degas Wright, CFA, Chief Executive Officer, Decatur Capital Management, Inc.


2:45 PM | Q&A


3:00 PM |  CLOSING REMARKS

Christopher Flens-Batina, Business Intelligence Analyst, Vonage, Co- Vice Chair of Business Management Group, CFA Society New York

Additional Details

Areas of Focus

  • Address best practices for running a money management firm
  • Discuss legal, regulatory, and compliance guidelines
  • Importance integrating DEI and Sponsorship into firm growth
  • Network and review allocation and seeding opportunities available