– Attracting & Keeping Institutional Investors Happy; Ingredients for a Weather-proof Business Model for 2010 and Beyond
– A Guide for Start Ups and Established Hedge Funds Provided by a Panel of Industry Experts
Following the success of our outsourcing for hedge funds Webinar last month, we have decided to host one more event for hedge funds before signing off on 2009.
Based on my chats with my contacts in the hedge fund community, many hedge funds are looking for more institutional investors to help build up their businesses. Of course, attracting institutional money also means thinking like an ‘institution,’ and for this reason we have developed an event to provide hedge funds with some sound advice for how one can build up a business platform to make this transition.
Hedge funds need to change their current business operations to service institutional clients including for instance, improvements in investor relations and communications services. Investors of this type have more rigorous due diligence investigation processes so it is absolutely crucial that hedge funds can do more than just tick the usual boxes. Investors today want it all and they can get it. Competition is fierce so a hedge fund must provide the transparency, affordable performance fees investors.
To complicate things further, new regulation is imminent and hedge funds need to brace themselves for the changes that lie ahead and how such new rules will impact their business operations and business plans now and in the long term.
The aim is to provide hedge funds with a ‘how to guide’ for building a business that is successful in 2010 and can weather all upcoming changes. Audience participants will learn about new strategies for capital raising and marketing in current market environment, new ways to keep ahead of regulation and ensure compliance of business process, and hear common sense advice for managing more rigorous due diligence processes and meeting demands from investors for greater transparency.
The webinar’s content is aimed at hedge funds but other financial firms including fund administrators, service providers of all varieties and other fund types will find the presentations and discussion valuable.
DerivSource is offering a generous 50% discount to all members interested in tuning in and are also welcome to get in touch to submit pre-event questions to pose to the panel.
Below is the full brief for the event. Any interested members are welcome to email me at Julia@derivsource.com to gain the discount code to receive 50% off. Alternatively, if you have colleagues or contacts that may find this Webinar useful please feel free to forward this blog to them so they can get in touch.
I look forward to seeing you some there.
Thanks.
Julia
Event Link or www.regonline.co.uk/hedge_funds
Hedge Funds – Building an Institutionalised Platform for 2010
Monday, November 30, 2009 4:00 pm – 5:00 pm (GMT)
Hedge funds – if you survived 2009, join us to learn how to succeed in 2010
The last two years have been trying for the entire hedge fund industry. Faced with tougher market conditions, new regulation on both sides of the Atlantic and scrutiny from an incredibly cautious pool of investors, the hedge funds in business today are lucky to have survived. In this ‘year in preview’ Web-event will provide hedge funds both start ups and large funds valuable insight in the changes hedge funds need to take on board to improve chances of success in 2010.
A panel of industry experts will share their experiences and insight into the topics of:
- Capital Raising and hedge fund Marketing
- Investor Services and Communications
– Due Diligence practices of today’s market
- Regulation and Compliance for both US and Europe
- Cost Pressures and how to keep rising Operating Costs manageable.
Audience participants will learn about new strategies for capital raising and marketing in current market environment, new ways to keep ahead of regulation and ensure compliance of business process, and hear common sense advice for managing more rigorous due diligence processes and meeting demands from investors for greater transparency. Speakers will also discuss the new operating models adopted to build a cost-effective and efficient post-trade operation and one that is capable of managing growth that is just around the corner. This event is for all hedge funds interested in learning how to succeed in 2010 in the new market landscape.
Moderated by Julia Schieffer, Founder & Editor in Chief, DerivSource
Panellists:
Rich Godfrey, Chief Operating Officer, Raven Rock Capital
Justin B. Perun, President, Bull and Bear Capital, LLC
Amy Bensted, Managing Analyst – Hedge Funds, Preqin Ltd
Marios Kallis, Managing Partner, Critical Value Advisors
For further details about the panel and discussion topics, please contact julia@derivsource.com
Key topics include:
Capital Raising – how hedge funds should be raising capital in today’s market. Where are the opportunities? How to attract seed money?
Marketing – is it better to use a marketing company to raise profiles and capital opportunities or should you hire an internal marketing manager? Which strategy is better for today’s environment?
Due Diligence – what does due diligence mean in today’s market conditions? How are investors evaluating funds in terms of risk management and transparency of information? What are the new ways to satisfy due diligence requirements and what will investors want next?
Investors Needs in Today’s Market – what do institutional investors want from hedge funds? What are their new needs and how can hedge funds better cater to their needs to capture their business?
Regulation – what is expected to come into place and how will new rules affect hedge funds and their current processes and procedures? Investor Services – what do investors want in a report? What does a new report look like and what is standard in today’s market?
Transparency – product pricing and independent valuations are now important part of due diligence reviews. How are funds managing this new demand for transparency of pricing?
Eye on 2010 – predictions for 2010 and how new trends will affect the health and prosperity of hedge funds in the next 18 months?
