Emerging Managers Forum

Thursday October 13, 2016 11:30 AM - 5:00 PM
1540 Broadway (10th Floor)
Available as: Live Session;
Categories: Alternative Investments, Global Investing, Programs for Members, Seminar

If you are in pre-launch, post-launch or interested in launching phase, join us for the "how to launch an investment management firm" event on October 13, 2016.  There, you will learn from industry experts on all facets of emerging manager seeding and startup including..... 

  • Presentation development
  • Legal and regulatory 
  • Compliance
  • Marketing
  • Capital raising
  • Administration
  • Operations
 
By registering for the "how to" event, you immediately qualify to register for the January 2017 "Asset Allocator forum and bootcamp", where you can engage 1-on-1 with potential seeders and asset allocators and have your presentations evaluated.

This event is a part of Diversity & Inclusion series.
 
Registration is on a first come, first served basis.

Who Should Attend

Professionals thinking about launching, ready to launch and recently launched are introduced to asset owner genuinely interested in their strategies and businesses.

What You Will Learn

  • Best Practices

  • Legal, regulatory, compliance guidelines

  • Marketing

  • Allocation Opportunities

  • Seeding Opportunities

Agenda

11:30 – Registration and Lunch

12:00 – Opening Remarks
Patrick Holert, CFA, CAIA, vice president and research principal for BBVA Securities

12:10 – 12:30 Keynote
Andrew D. Beer, Founder and Managing Partner of Beachhead Capital Management, LLC

12:30-12:45 Break

12:45-1:50 First panel:

How to Successfully Launch a Hedge Fund


Vincent Sarullo, CEO, Tower Fund Services (Fund Administration)
Mohsen Moayer, Head of Business Development, Nirvana Solutions
Michael Tannenbaum, Partner, Tannenbaum Helpern Syracuse & Hirschtritt LLP
Frank Magnani, Managing Director, Interactive Brokers
Tania Lynn Taylor, CFA, CPA, Audit Partner, Deloitte

Moderator: 
Robert Akeson, Chief Operating Officer of Daewoo Securities (America)

1:50-2:05 Break

2:05-3:10 Second panel graduated emerging managers

Daniel B. Sheridan, CFA, Managing Principal, Portfolio Manager, Hinoki Capital Management
Anna NikolayevskyFounder and Chief Investment Officer of Axel Capital Management
Svetlana Lee, Founder, Portfolio Manager and Chief Investment Officer of Varna Capital
Nicolas Martin, CFA, founding partner of Baylis

Moderator: 
Sidney Hardee, CFA, Managing Partner of Hardee Brothers, LLC

3:10-3:30 Break

3:30-4:30 Third panel investment managers/asset allocators

Michael Weinberg, CFAChief Investment Strategist at Protege Partners
Jeffrey Spotts, CMT, Principal for Prophecy Capital Management International
Ari Glass, founding partner and managing member of Boothbay
Eric J. Hoerdemann, CFA, Partner and Chief of Research and Risk at Stride Capital Group


Moderator: 
Brian M. Gillott, Managing Director and Opportunistic Equity Portfolio Manager at Jennison Associates


4:30-4:40 Closing remarks
Michael Brice, Principal, BW Cyber Services


4:40-5:30 Networking

Who Should Attend

Portfolio Managers, Analysts, Traders, Private Equity Specialists

*NYSSA will be sending out emails on behalf of our sponsors. However, NYSSA will not share your contact information with other 3rd party companies.

NYSSA expects all attendees to comply with NYSSA’s Code of Conduct while attending NYSSA events or meetings. NYSSA expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any NYSSA event or meeting.

Gold Sponsor
Booth Sponsor
Speaker Sponsor

Mirae Asset Financial Group, parent of Daewoo Securities (America) Inc.
Host
Business Management Interest Group
Membership Committee

Program Details

Date

Thursday, October 13, 2016

Registration deadline
Wednesday, October 12, 2016

Time
11:30 a.m. – 5:00 p.m.

Location
NYSSA Conference Center
1540 Broadway, Suite 1010
(entrance on 45th Street)
New York, NY 10036 

Fee
Member              $95
Nonmember      $175
No students permitted

Dress Code 
No jeans allowed, business attire recommended.

Opening Remarks
Patrick Holert, CFA, CAIA, vice president and research principal for BBVA Securities

Keynote
Andrew D. Beer, Founder and Managing Partner of Beachhead Capital Management, LLC

Speakers
First Panel
Vincent Sarullo, CEO, Tower Fund Services (Fund Administration)
Mohsen Moayer, Head of Business Development, Nirvana
Michael Tannebaum, Partner, Tannebaum Helpern Syracuse & Hirschtritt LLP
Frank Magnani, Managing Director, Interactive Brokers
Tania Lynn Taylor, CFA, CPA, Audit Partner, Deloitte

Moderator
Robert Akeson, Chief Operating Officer of Daewoo Securities (America)

Second Panel
Daniel B. Sheridan, CFA, Managing Principal, Portfolio Manager, Hinoki Capital Management
Anna NikolayevskyFounder and Chief Investment Officer of Axel Capital Management
Svetlana Lee, Founder, Portfolio Manager and Chief Investment Officer of Varna Capital
Franklin Olakunle Amoo, CAIA, Partner, Baylis Emerging Market
Nicolas Martin, CFA, founding partner of Baylis
Moderator
Sidney Hardee, CFA, Managing Partner of Hardee Brothers, LLC

Third Panel
Michael Weinberg, CFAChief Investment Strategist at Protege Partners
Jeffrey Spotts, CMT, Principal for Prophecy Capital Management International
Ari Glass, founding partner and managing member of Boothbay
Eric J. Hoerdemann, CFA, Partner and Chief of Research and Risk at Stride Capital Group

Moderator
Brian M. Gillott, Managing Director and Opportunistic Equity Portfolio Manager at Jennison Associates

Closing Remarks
Michael Brice, Principal, BW Cyber Services

Organizers
Robert Akeson

Sidney Hardee, CFA
Deepika Sharma, CFA
Agustin Krisnawahjuesa, CFA

Carole Crawford, CFA
Richard E. Ottoo, PhD, CFA, FRM
Ashwin Mahabaleswara, CFA, CIM

Consider Becoming a Member 
Contact membership@nyssa.org

Additional Information
If you are unable to register for this event online, please call (212) 541-4530 for assistance.

Register via Mail/Fax
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1540 Broadway, Suite 1010, (entrance on 45th Street), New York, NY 10036
(212) 541-4530