Date: 22nd May 2017
Venue: Clothworkers Hall, London, UK
8.45am: Registration and Breakfast Refreshments
9.30am: Welcome from Chair
9.30am-10.15am Panel: Mastering the Dance of International Marketing: how to best understand the needs of potential allocators
Managing Director for Apex UK, Paul Spendiff, joins this panel to discuss the nuances managers need to know when encountering new markets. This includes discussion on structural preferences, cultural differences, and really knowing your investors’ needs.
10.15am-11.00am Panel: Unlocking Ucits & exploring alternative vehicles
A panel discussion on the various questions surrounding UCITS and their potential to become a leading structure in the hedge fund sector globally.
11.00am Refreshment Break
11.30am-12.15pm Morning Workshops
§ What are the pros and cons of utilizing an established platform versus venturing out alone? What challenges may you encounter and what benefits do they provide?
§ What general guidelines must one consider when choosing a platform provider? What are necessities versus luxuries?
§ What are the different offerings of platforms in new markets?
§ How might you discuss with potential platform providers what options would work best for your firm?
§ Are there any specific services which you’d seek from a platform provider?
§ Would you consider testing out a new strategy on a platform? Any examples of positive or negative outcomes?
§ What regulatory options should you consider when deciding to use a platform?
§ If you use a platform, how do you get the best out of your marketing legally? What is the risk of them mis-marketing your fund? Do you have a plan of action?
New Markets Review:
§ What countries have the greatest regulatory barriers and how do you overcome them?
§ Where is it useful to set up an office and do the benefits outweigh the costs?
§ Any every country has different rules regarding reverse solicitation, how do you sort through what is acceptable?
§ Cap Intro—what amount of risk is associated with cap intro in each country and is it worth it to take a chance or better to play it safe?
§ Will Brexit put greater stress on marketing in European countries? Are you prepping for a ‘full Brexit’?
§ Middle East—private placement rules, RS changes, registration rules; Latin America—regulation evolving country-to-country, local platform preference; Asia—local regulation for each country, varies widely
United States Update:
§ The new US president’s stance on regulation: will it be a clean slate? How will this affect foreign marketing efforts?
§ Dismantling Dodd-Frank—is it possible and how will this change the regulatory landscape?
§ Will compliance have time to take a breather as the SEC becomes more ‘business-friendly’? Costs decrease? Decrease in reporting requirements?
§ What current opportunities are available for marketing in the US? What exemptions are useful and are you eligible?
Stephane Berthet, Founding Partner, Hyphen Alternative Advisors
Russell Hart, COO & Partner, Alcova Asset Management
Reggie Dodge, CCO & Legal Counsel, Emso Asset Management
12.15pm-1.00pm Morning Workshops (repeat)
§ See above.
Change Up: Managing the impact of fee demands:
A roundtable discussion on the increasing fee pressures and new fee structure offerings.
Beyond Britain: Exploring European domiciled funds and structuresTalking Points:
A roundtable discussion on the various European structure offerings and their possible advantages in the situation of Brexit.
Capital Fundraising Opportunities: Where is the money going?
An expert-led roundtable discussion seeking to discover where exactly the money is going, what are the latest attractive strategies and vehicles, and assessing their viability for the future.
Social Media Management: What does and doesn’t belong online?
A roundtable discussion on the managing the grey area of your firm’s online presence.
2.45pm Refreshment Break
3.00pm-3.45pm Roundtables (repeat)
3.45pm-4.30pm Roundtables (repeat)
4.30pm Drinks Reception
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