Register by 28th February & SAVE £200 Hedge Fund...Hedge Fund Startup Forum 2014 Wednesday 7th May...

Hedge Fund Startup Forum 2014

The forum for the Next Generation of Hedge Fund Managers

Limited free places

for startup & Emerging

Hedge Fund Managers

email graem

e.butlin@inform

a.com to apply

Hear the latest thinking from our expert line up of speakers from hedge funds,

investors and industry experts

Wednesday 7th May 2014, London

REGISTER TODAY: Tel: +44 (0)20 7017 7790 or Fax: +44 (0)20 7017 7824 Email: [email protected]

For the latest programme or to register, please visit: www.iir-events.com/hedgefundstartups

LIMITED FREE PLACES For Start-up & Emerging

Hedge Fund Managers

see inside for

more details...

Vincent Vandenbroucke HERMES BPK

William Jenkins AMUNDI

ALTERNATIVE

Lior Derhy NEXT - LA

FRANCAISE AM

Tushar Patel HFIM

Marc de Kloe ABN AMRO PRI-

VATE BANK

Sponsors: Gold Sponsor:

Register by 28th February & SAVE £200

Lisa Fridman PAAMCO

Anthony Martin IDS CAPITAL

Ian Morley WENTWORTH

HALL

Steve Lewis MAPLES FUND

SERVICES

Seonaid Mackenzie STURGEON VENTURES

Kevin LoPrimo GLOBAL PRIME

PARTNERS

Philip Canessa HM GOVERNMENT

OF GIBRALTER

Tom Kehoe AIMA

Charles Romilly SAXO BANK

Jerome Lussan LAVEN PARTNERS

Adrien Galy-Dejan HEIECK

SIEBRECHT

Phillip Chapple KB ASSOCIATES

Paul Kneen ABACUS

Jean-Francois Barre

AUREO ALPHA

Laurent Leclercq ARMORICA

KEY OPERATIONAL CONCERNS

APPROACHING INVESTORS GAINING INVESTMENT

BUILDING A BUSINESS

Gain all the information you need to start your fund, including:

• How to approach investors

• Getting the marketing and your story

right

• Maintaining a high quality marketing

message

• Identifying who to contact

• When does a fund structure become a

viable option?

• Understanding the basics of current

hedge fund regulation

• Gaining investor trust through

regulatory compliance

• Key questions an investor will ask

• Prime brokers and capital

introductions

• Regulation around marketing

• Assessing current fee structure

models

• What do investors expect from their

due diligence meetings?

• Who invests in startups?

• How do you identify early stage

investors?

• How do you connect with potential

investors

• Building a solid track record

• The process of moving from a startup/

emerging manager to an institutional

investor

• Effective strategies for growing

AUM

• Concessions for early stage investors

• The demands of an investor into a

startup fund

• Understanding the operational

improvements needed to attract larger

investors

• Continuing to appeal to investors

Jonathan Little NORTHILL CAPITAL




The forum for the Next Generation of Hedge Fund Managers

Dear Colleague,

IIR’s Hedge Fund Startup Forum is the leading event for those looking to start a hedge fund. Last year

over 100 emerging and startup managers attended the conference. With an increasing number of

fund launches, we return in 2014 to provide all the key insights into starting and maintaining a

successful hedge fund

Designed with the aid of hedge fund industry veterans, this event has been put together to provide

those looking to start a Hedge Fund with an in depth guide to setting up a fund and

gaining investment.

Attend IIR’s Hedge Fund Startup Forum in and:

This event is the perfect forum for all those who are starting a hedge fund as well as investors into

these funds. Take a look at the full programme and we hope to see you in London in May.

Hear the experiences of Recent Startup Funds.

Discover the mistakes they made and the tac-

tics which were successful

Understand the Initial Startup Process, with

key tips on setting up & running a business

Discover how Regulatory Compliance can help

you Gain Investment

Determine which Fee Structures & Fund Struc-

tures are the most efficient. What are investors

looking for?

Learn how to Market your fund effectively. How

to approach investors and put your story for-

ward

Hear how to take your Fund to the Next Level.

Discover how to move from a small startup to

an institution

Understand how Investors will perform Due Dil-

igence on your fund. What do they look for and

what will put them off

Hear directly from Fund Investors on what they

look for in a fund. What will make them invest

and what will make them run away

FREE PLACES for Startup & Emerging Manager

We have a number of free places for selected individuals and organisations.

If you are starting a new fund, are an emerging manager with less than $250m AUM or are an

investor into funds, you may be entitled to attend the event for FREE.

For more details email: [email protected]

Hedge Fund Startup Forum 2014 Wednesday 7th May 2014, London

09.00 Chair’s Opening Remarks

09.15 Starting a Hedge Fund: Launching a

Strategy & Raising Assets • Recent experiences of starting a hedge fund

• What structure should you go for?

• When does a fund structure become a viable

option

- using a managed account in the meantime

• Choosing the right service providers

• How to approach investors

- which should you go for?

• Getting the marketing and your story right

- getting the investor onside with a good

first impression

- selling the management team’s story

- selling your strategy

• What challenges will a startup face

Charles Romilly

VP, Global Institutional Business

SAXO BANK

Jerome Lussane

CEO

LAVEN PARTNERS Ian Morley

Chairman

WENTWORTH HALL

Guy Mitchinson

Managing Partner

CASTILIUM CAPITAL

10.00 Marketing your Fund & Capital

Introductions: Approaching Investors with

a Solid Plan • Current marketing strategies

• Maintaining a high quality marketing message

• Identifying who to contact

• Key questions an investor will ask

• Developing tailored follow up plans

• Using a third party marketer

• Regulation around marketing

Kevin LoPrimo

Managing Director

GLOBAL PRIME PARTNERS

Adrien Galy-Dejean

COO & Head of Investor Relations

HEIECK SIEBRECHT CAPITAL ADVISORS

Jean-Francois Barre

COO

AUREO ALPHA

Leah Cox

Managing Director

APEX CAPITAL INTRODUCTION SERVICES

10.45 Networking Coffee Break

11.15 Compliance & Regulation:

Best Practice & Meeting Challenges • Understanding the basics of current hedge fund

regulation

- regulation that most affects startups

• Meeting the needs of investors; the regulatory

framework they are looking for

• Gaining investor trust through regulatory

compliance

• Key challenges under AIFMD

• How funds caught up by the directive should

Prepare

• Assessing other regulatory threats on the horizon

and the proactive steps to tackle them

Seonaid Mackenzie

Managing Partner

STURGEON VENTURES

Martin Cornish

Legal Consultant

M.W. CORNISH & CO

John Griffiths

Partner

KINETIC PARTNERS

Luc de Vet

Managing Director

CITCO

11.15 Effective Fund Structuring &

Fee Structures • Assessing current fee structure models

• New models favoured by investors

• How to pick a fund structure

• Picking where to domicile your fund

• Taxation of the fund and manager

• How to pick a managed account platform

• Internal and external factors to be assessed

Paul Kneen

Chief Executive Officer

ABACUS FINANCIAL SERVICES GROUP

Philip Canessa

Senior Finance Centre Executive

HM GOVERNMENT OF GIBRALTAR

12.45 Lunch




Hedge Fund Startup Forum 2014 14.00 Performing ODD on Smaller Funds • What do investor’s expect from their due diligence

meetings?

• Meeting your ‘duty of care’ to investors

• What do investors class as the operational risks of

investing in startups

- how can you mitigate these?

• How does the due diligence process differ

depending on the stage of the fund

William Jenkins

Director

AMUNDI

Vincent Vandenbroucke

Head of ODD

HERMES BPK

James Barclay

Head of ODD

BARCLAYS WEALTH

14.45 Gaining Investment:

What do Fund Investors look for? • Who invests in startups?

• How do you identify early stage investors?

• How do you connect with potential investors?

• Concessions for early stage investors

• The demands of an investor into a startup fund

- rigid due diligence procedures

- making a good first impression - independent risk management process

Tushar Patel

Managing Director

HFIM

Marc de Kloe

Head of Alternatives & Funds

ABN AMRO PRIVATE BANK

Anthony Martin

Partner

IDS CAPITAL

Lisa Fridman

Head of Research, Europe

PAAMCO

15.30 Networking Coffee Break

16.00 The Advantages of Partnering

with a Seeder • Understanding the role of the seeder

- providing a critical mass of capital

- assistance on business development

- operational support

- platform provision

• What does a seeder look for in an

investment partner

Laurent Leclercq

CEO

ARMORICA INVESTMENT PARTNERS

Lior Derhy

Head of Corporate Development

NEXT - LA FRANCAISE ASSET

MANAGEMENT

Todd Williams

Director of Seeding Strategies

LARCH LANE ADVISORS

Jonathan Little

Partner

NORTHILL CAPITAL

16.45 Taking Fund to the Next Level: Moving

from a Startup to Established Manager • The process of moving from a startup/emerging

manager to an institutional investor

• The experiences of recent managers

• Effective strategies for growing AUM

• Continuing to appeal to investors

• Understanding the stages in a funds life

- when can you approach certain investors i.e.

pension funds

• Understanding the operational improvements

needed to attract larger investors

Phillip Chapple

Executive Director

KB ASSOCIATES

Steve Lewis

Head of Business Development

MAPLES FUND SERVICES

Tom Kehoe

Research Director

AIMA

Gareth James

CEO

TRIUM CAPITAL

17.30 End of Conference & Drinks Reception




SPEAKING & SPONSORSHIP OPPORTUNITIES

A limited number of speaking opportunities remain for those

who wish to raise their profile and demonstrate their

expertise to a targeted audience. Exhibition space is also

available

For more details please contact Max Tattersall on

+44 (0) 20 7017 4673 or [email protected]

Conference Sponsors

Gibraltar is a self-governing and self-financing parliamentary democracy within the European Union. A British Overseas Territory, Gibraltar is Economically prosperous with a highly-diversified economy including financial services, e-gaming, shipping and tourism. Given its status within the EU, Gibraltar licensed banks, investment services firms, UCITS, insurance companies, reinsurance

companies and insurance mediation firms benefit from access to the single European market and therefore a potential client base of over 500 million people. Gibraltar’s corporation tax rate is 10% and the maximum effective rate of tax for individuals is 25%. In addition, Gibraltar operates a low tax regime for high-net-worth individuals that relocate; capping tax at c. £30,000. Gibraltar is not subject to the VAT regime or the Common Customs Union. Gibraltar is OECD white-listed and internationally co-operative. Its financial services sector focuses on private clients, insurance (both captives and general) and funds / asset management / alternative investment management.

Follow us on Twitter: @GibFinance • Connect with us on Linkedin: Gibraltar EU Finance

Gold Sponsor:

Isle of Man Funds Association Championing our industry. With over sixty members, our membership spans the whole

spectrum of the Island’s investment community, including fund managers, fund administrators, trustees and custodians, stockbrokers, private client asset managers, life assurance companies and investment banks, as well as professional firms such as accountants and lawyers who provide services to the investment business industry. Together we form a unique industry wide body with a powerful voice to lobby the government and regulators for the benefit of our industry. This also allows us to form a positive working relationship with the government for the promotion of our industry.

Maples Fund Services, is an independent global fund services provider recognized for its

innovative proprietary technology and client service model. It has offices in leading financial centres, including the Cayman Islands, Dubai, Dublin, Hong Kong, Singapore, Luxembourg, Montreal and New York. The firm provides a full range of services to onshore and offshore funds. The firm’s clients come from a wide range of investment management firms and global financial institutions. Maples Fund Services is led by a team of experienced professionals and is committed to providing a high level of service, tailored to specific client requirements. For more information, visit www.maplesfundservices.com.

Global Prime is a global provider of prime brokerage and trading services to hedge funds, asset managers, family offices and

professional traders. GPP use a state of the art technology platform, robust operational infrastructure and a wide reaching marketing network to provide highly personalised and institutional strength services to its clients, with a focus on smaller firms that are overlooked and underserviced by the ‘bulge bracket’ prime brokers. Further information: www.globalprimepartners.com

A fully licensed and regulated European bank, Saxo Bank is a leading online trading and investment specialist, offering private investors and institutional clients a complete set of tools for their

trading and investment strategies. Our ambition is to lower the barriers to entry and support new talent by offering: Trading Services – Multi-asset trading platform, access to multi-channel liquidity, state-of-the-art portfolio trading and risk management technology Operational Support – Streamlined back office, favorable terms compared to traditional Prime Brokers and simplified position reporting SaxoSelect – The community where emerging managers intersect with investors seeking new talent. Saxo Bank promotes investment in new talent, by making managers more visible, more accessible and more investable Capital - Saxo Bank facilitates capital allocations to individual managers via managed accounts on the SaxoTrader platform.

Visit institutional.saxobank.com

Apex Capital Introduction Services (ACIS) is part of Apex Fund Services which was established in 2003, and is now one of the world’s largest independent fund administration companies: with 34

offices across; 26 countries; and $26bn AUA. ACIS advises Apex’s fund manager clients on how to increase their profile amongst investors, understand investor preferences, and create engagement strategies with qualified investors globally. ACIS’s clients cover all alternative strategies.

Gulfstream Investments is the investment manager to Gulfstream Fund, an exempted company incorporated in the Cayman Islands. Fund's objective is to achieve high return while reducing downside risk. The Fund is investing in a

variety of highly liquid financial instruments, primarily in options on the major US stock exchange indices. Since start of its operations in 2011, Gulfstream Fund has significantly outperformed major market indices. The Gulfstream Investments principal traders have successfully produced superior returns in the past 20 years and they currently

manage investment portfolio of $50 million AUM.

Sponsors:



Delegates are responsible for the arrangement and payment of their own travel and accommodation. IIR has arranged a special room rate at a number of hotels. If you wish to book a room, please call Venue Search on +44 (0)20 8546 6166 stating that you are an IIR delegate.

When anD WheRe

PeRSOnaL DeTaILS

COMPanY DeTaILS

IIR Limited. Registered in England and Wales No: 1835199. Registered Office: 37-41 Mortimer Street, London W1T 3JH. VAT Registered No: (GB) 365 4626 36.

FKW52736Wednesday 7th May 2014London

Venue: tbc, London

50% discount

Company name

Postal address

Telephone Fax

nature of Business

Billing address (if different from above address)

Billing e-mail address:

1st Delegate Mr/Mrs/Ms

Job title Department

Telephone Fax

email

Yes! I would like to receive information about upcoming events by email. By giving you my email address I

am giving OnLY Informa companies the permission to contact me by email

2nd Delegate Mr/Mrs/Ms


Telephone Fax

email



3rd Delegate Mr/Mrs/Ms


Telephone Fax

email



name of your Line Manager Mr/Mrs/Ms


Telephone Fax

email

Booking Contact Mr/Mrs/Ms


Telephone Fax

email

Web: www.iir-events.com/hedgefundstartups

Telephone:Tel: +44 (0)20 7017 7790Please remember to quote FKW52736

Fax:Complete and send this registration form to:Fax: +44 (0)20 7017 7824

Email:[email protected]

Payment should be made within 14 days of registration. all registrations must be paid in advance of the event. When registering, please quote your VIP code – found in top right hand corner of this booking form.

FIVe eaSY WaYS TO RegISTeR

hOW MuCh?

ThRee eaSY WaYS TO PaY

50% Discount for 3rd and subsequent delegates. The VaT rate is subject to change and may differ from the advertised rate. The amount you are charged will be determined when your invoice is raised. Savings include Multiple Booking & early Booking Discounts. all discounts are subject to approval. Please note the conference fee does not include travel or hotel accommodation costs. 50% Discount for 3rd and subsequent delegates. all discounts can only be claimed at the time of registration and multi-booking discounts cannot be combined with other discounts that may be available (apart from early booking discounts which are available to everyone). We are happy to accept a replacement delegate for the whole event, however delegate passes cannot be spilt or shared between delegates under any circumstances.

Additional Requirements Please notify Informa at least one month before the conference date if you have any additional requirements e.g. wheelchair access, large print etc.TERMS AND CONDITIONS attendance at this event is subject to the IBC Legal Delegate Terms and Conditions at http://www.iiribcfinance.com/page/termsandconditions Your attention is drawn in particular to clauses 6, 8 and 14 of the IBC Legal Delegate Terms and Conditions which have been set out below:Cancellation Policy: If you cancel in accordance with this policy, you will receive a refund of your fees paid to IBC Legal (if any):(i) if you cancel your registration 28 days or more before the event, subject to an administration charge equivalent to 10% of the total amount of your fees plus VaT; or

(ii) if you cancel your registration less than 28 days, but more than 14 days before the event, subject to an administration charge equivalent to 50% of the total amount of your fees plus VaT. IBC Legal regrets that the full amount of your fee remains payable in the event that your cancellation is 14 days or less before the event or if you fail to attend the event. all cancellations must be sent by email to [email protected] marked for the attention of Customer Services and must be received by IBC Legal. You acknowledge that the refund of your fees in accordance with this policy is your sole remedy in respect of any cancellation of your registration by you and all other liability is expressly excluded.Changes to the Conference: IBC Legal may (at its sole discretion) change the format, speakers,participants, content,

venue location and programme or any other aspect of the event at any time and for any reason, whether or not due to a Force Majeure event, in each case without liability.Data protection: The personal information which you provide to us will be held by us on a database. You agree that IBC Legal may share this information with other companies in the Informa group. Occasionally your details may be made available to selected third parties who wish to communicate with you offers related to your business activities. If you do not wish to receive these offers please contact the database manager. For more information about how IBC Legal use the information you provide please see our privacy policy at http://www.iiribcfinance.com/page/privacypolicyIf you do not wish your details to be available to companies

in the Informa group, or selected third parties, please contact the Database Manager, Informa uK Ltd, Maple house, 149 Tottenham Court Road, London, W1T 7aD. Tel: +44 (0)20 7017 7077, fax: +44 (0)20 7017 7828 or email [email protected] Incorrect Mailing: If you are receiving multiple mailings or you would like us to change any details, or remove your name from our database, please contact the Database Manager at the above address quoting the reference number printed on the mailing label. By completing and submitting this registration form, you confirm that you have read and understood the IBC Legal Delegate Terms and Conditions and you agree to be bound by them.

Hedge Fund Startup Forum 2014Wednesday 7th May 2014, London FKW52736

VIP CODE

Please quote the above VIP code when registering

£899+ (VAT @ 20%) = £1078.80 SAVE £100

£799+ (VAT@20%) = £958.80 SAVE £200

Hedge Fund Startup Forum



FKW52736

FKW52736

FKW52736

CODE PRICE

£999+ (VAT@ 20%) = £1198.80

Register by 4th April 2014

Register by 28th February 2014

Register after 4th April 2014

Mail:this completed form together with payment to:Nicola Rogers Informa Customer ServicesPO Box 406, West ByfleetSurrey KT14 6WL, UK

q Cheque: enclosed is our cheque for £ ................ in favour of IIR uK Ltd Please ensure that the Reference Code FKW52736 is written on the back of the chequeq By Bank Transfer: Full details of bank transfer options will be given with your invoice on registration.To make payment by credit card: To ensure we provide the highest level of security for your credit card details we are unable to accept such payments via email or fax, which ensures that these details are never stored on our network. To make payment by credit card on-line, please enter your credit card details in our secure payments website that you will use when making your booking via the event website (the event web address is near the top of the booking form). alternatively call our customer service team on +44 (0) 20 7017 7790.

Register by 28th February & SAVE £200 Hedge Fund...Hedge Fund Startup Forum 2014 Wednesday 7th May...

Documents

Transcript of Register by 28th February & SAVE £200 Hedge Fund...Hedge Fund Startup Forum 2014 Wednesday 7th May...