Alternative Investments, Business Management

Emerging Manager Summit

Friday, December 6 | 11:00 AM - 6:00 PM

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Registration Closed — No Walk-Ins

Livestream registration will remain open to members only.

We apologize for any inconvenience.

Overview

Professionals thinking about launching, getting ready to launch or have recently launched a money management firm should attend this event. Our Panels will discuss issues regarding the development: legal and regulatory, compliance, marketing, capital raising, administration, and operational aspects of starting or running a successful money management firm. Capital providers and asset allocators should also attend to discover emerging managers.

Attendees 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, while networking with key decision-makers of family offices, endowments, foundations, and pension funds. Boutique and New managers will be able to connect and exchange best practice ideas with their peers.

Asset Owners/Allocators Attend Free

Asset Owner/Allocator 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

11:00 AM | Registration & Check-In


11:30 AM | Introduction & Welcome

Alton Crooks, CFA – Managing Director, Fidelis Capital LLC.


11:35 AM | First Keynote Address

JD DavidPartner & COO, Meyler Capital 


12:05 PM | First Panel Introduction

Alton Crooks, CFA – Managing Director, Fidelis Capital LLC.


12:10 PM | First Panel Discussion: How to Successfully Launch a New Fund

Moderator

Adam Zivitofsky, CFA, Director, Crestbridge


Panelists

Jorge  Hendrickson, Senior Vice President, Opus Fund Services

Michael McCuin, Senior Vice President, Jefferies Prime Brokerage

Steven B. Nadel, Partner, Seward & Kissel LLP

Judd Wright, CPA – Partner at Grant Thorton


1:10 PM | BREAK


1:33 PM | Second Keynote Introduction

Evan Katz, Managing Director, Crawford Ventures, Inc.; Director, Hedge Fund Association


1:35 PM | Second Keynote Address

Defina Maluki, CFA, Chief Investment Officer at Sagewood Asset Management LLC


2:05 PM | Second Panel Introduction

Evan Katz, Managing Director, Crawford Ventures, Inc.; Director, Hedge Fund Association


2:07 PM | Second Panel Discussion: Graduated Emerging Managers from seeding to startup

Moderator

Joanna Horowitz, CFA, Corporate Responsibility & Diversity Lead, Monticello Consulting Group


Panelists

Michael Jacobs, CPA, Founder, CEO, Rosh Capital Management LP

Michelle Kelner, Co-Founder- Sandglass Capital Management

Joshua Burrell, Managing Partner- Activated Capital

Brett Spector, Co-Founder, Managing Director, CFO,  T24 Capital LP


2:57 PM | BREAK


3:15 PM | Third Keynote Introduction

Kris Thiessen, CFA, CAIA, EA, Founder and Managing Partner, Helix Management


3:20 PM | Third Keynote Address

Sheryl Mejia, CFA, CPA CA, Partner, Mentor-Anchor Program- Decagon Advisors


4:00 PM | Third Panel Introduction

Kris Thiessen, CFA, CAIA, EA, Founder and Managing Partner, Helix Management


4:05 PM | Third Panel Discussion: Asset Allocator Forum

Moderator

Sandra M. Ackermann-Schaufler, CFA – Head of International and Emerging Markets Equity & Senior Portfolio Manager at SEI Investments


Panelists

Herman Laret, Head of Global Macro/CTA & Multi-Strategy at Titan Advisors

Juliette Menga, Investment Director- Alternative Investment Group

Jasmine N. Richards, CFA, Senior Investment Director, Manager Diversity, Cambridge Associates

Chavon Sutton, Director, Diversity & Inclusion – Emerging Manager Strategy, Office of the New York City Comptroller’s Bureau of Asset Management


5:00 PM | Closing Remarks & Networking Catered Reception

Alton Crooks, CFA – Managing Director, Fidelis Capital LLC.

Brett Waikart, CFA – President & Chairman at Portfolio with Purpose

Additional Details

Features, Benefits, Objectives

Our event is designed to educate the investment community, which includes but is not limited to Institutional Investors, 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 and Emerging Managers will learn how to build their firms to meet the demands of the investment community.

What You Will Learn; Issues concerning emerging manager from seeding to startup

  • Best Practices for Capital raising, Marketing and Presentation Development
  • Handling Legal, regulatory, compliance guidelines
  • Allocation and Seeding Opportunities
  • Insight on Administration and Operations strategies
  • Robinhood Charity Trading Contest

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.

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