Tuesday, March 10, 2015
3:00 - 3:30 PM Registration/Networking
3:30 - 6:00 PM Program
6:00 - 7:00 PM Cocktails and Hors d'oeuvres
Launching a new private equity or hedge fund can be one of the most exciting and rewarding ventures you'll ever undertake-and it can also be the most challenging, given today's competitive and demanding investing environment.
The panels during last year’s New Manager Forum generated a lot of buzz in the room and we want to continue to strengthen the platform for emerging managers. On March 10, 2015 our New Manager Forum will focus on critical business, legal and regulatory considerations that new managers will face as they embark down the path of raising their first fund. Whether you are about to launch a fund, or have launched recently, or even attended last year, our New Manager Forum will provide you with a unique opportunity to hear and speak directly with specialists in the different facets of the investment industry. Our program will consist of three interactive panels:
Panel I: Critical pre-launch considerations, including fund structuring and adviser matters; compliance policies and other legal and regulatory considerations; and the selection of an auditor, administrator, operations consultant, prime broker, and other service providers.
Panel II: Launch issues, including the raising of capital, such as seeding, cap intro firms and placement agents; advertising opportunities under the JOBS Act; finders and brokers and the problems of non-registration; and more.
Panel III: Post-launch matters such as continued marketing and fundraising; increasing complexity in operations; SEC registration, conflicts of interest, allocation issues, and other legal and regulatory issues; the need to expand service providers or functions; and other challenges on the horizon as the new manager grows, including investor due diligence demands.
Speakers will include perspectives from all facets of the investment industry, such as:
Pepper Hamilton LLP (Attorneys) - Edward T. Dartley, Julia D. Corelli, Gregory J. Nowak and Steven D. Bortnick
Bloomberg Markets (Media Services) - Jarvis Cromwell
Carta Funds Services (Private Fund Administrator) - Michael Trinkaus and Sean Reilly
Fund Solutions Advisors (Operations, Marketing and Compliance Consultant) - Christine Chang
Gottex Fund Management Limited (Asset Allocator) - John Ward
International Asset Management Limited (Fund or Funds Investor) - Eric Lazear
McGladrey (Accounting/Auditing) - Alan Alzfan
North Street, LP (Startup Administrator) - Alex Mascioli
OCP Capital, LLC (Private Fund Placement Agent) - R. Douglas Sloane
Tiburon Capital Management (Fund Manager) - Peter Lupoff
Wells Fargo (Hedge Fund Administrator) - Kira Bazile
Pepper Hamilton LLP
620 Eighth Avenue
New York, NY 10018-1405
Seating is limited for this special event. Your registration will be confirmed via email.
Contact Kim MacAlister at email@example.com or 215.981.4249 with any questions.