SUMMIT AGENDA
06/13/2016
9:00 am - 9:30 amRegistration and Breakfast
9:30 am - 9:45 amWelcome from the Chair
9:45 am - 10:30 amThe world, the markets, and you: an overview of geopolitical and economic events and their impact on hedge fund operations
10:30 am - 11:15 amCost management and profitability
11:15 am - 11:45 amRefreshment break
11:45 am - 12:30pmRoundtable discussions - session 1
11:45 am - 12:30 pmA. The “new” prime brokers: researching other viable models to traditional PB servicesB. SEC - assessing current prioritiesC. Best practices: developing the ideal board for your firmD. Operational roadmap: readying your firm's operations for growth or downsizing
11:45 pm - 12:30 pmE. You and your investors: managing your most essential relationshipF. Cyber Security: tailoring technology to your firmG. The HFM Salary Survey: results and discussionH. Reconciliation: maintaining a strong relationship with your fund administrators
12:30 pm - 1:15 pmRoundtable discussions - session 2
12:30 pm - 1:15 pmA. The “new” prime brokers: researching other viable models to traditional PB servicesB. SEC - assessing current prioritiesC. Best practices: developing the ideal board for your firmD. Operational roadmap: readying your firm's operations for growth or downsizing
12:30 pm - 1:15 pmE. You and your investors: managing your most essential relationshipF. Cyber Security: tailoring technology to your firmG. The HFM Salary Survey: results and discussionH. Reconciliation: maintaining a strong relationship with your fund administrators
1:15 pm - 2:15 pmLunch
2:15pm - 3.00pmRoundtable discussions - session 3
2:15pm - 3.00pmA. The “new” prime brokers: researching other viable models to traditional PB servicesB. SEC - assessing current prioritiesC. Best practices: developing the ideal board for your firmD. Operational roadmap: readying your firm's operations for growth or downsizing
2:15pm - 3.00pmE. You and your investors: managing your most essential relationshipF. Cyber Security: tailoring technology to your firmG. The HFM Salary Survey: results and discussionH. Reconciliation: maintaining a strong relationship with your fund administrators
3:00pm - 3:45pmRoundtable discussions - session 4
3:00pm - 3:45pmA. The “new” prime brokers: researching other viable models to traditional PB servicesB. SEC - assessing current prioritiesC. Best practices: developing the ideal board for your firmD. Operational roadmap: readying your firm's operations for growth or downsizing
3:00pm - 3:45pmE. You and your investors: managing your most essential relationshipF. Cyber Security: tailoring technology to your firmG. The HFM Salary Survey: results and discussionH. Reconciliation: maintaining a strong relationship with your fund administrators
3:45 pm - 4:15 pmRefreshment break
4:15 pm - 5:00 pmAn in-house treasury: the new essential function in your firm?
6:30 pmDrinks reception followed by dinner

06/14/2016
8:30 am - 9:00 amBreakfast and check-out
9:00 am - 9:45 amPrivate breakfast - hosted by Viteos
9:45 am Introduction
9:45 am - 10:30 amThe wealth of nations: how to successfully grow a global distribution platform
10:30 am - 11:00 amRefreshment break
11:00 am - 11:45 amThe Global FATCA: decoding the twists, turns, and regional nuances of the Common Reporting Standard
11:45 am - 12:45 pmFuture proof: What will the hedge fund industry look like in the next year…five years…ten years?
12:45 pm - 2:00 pmFarewell Lunch