Agenda

• What core infrastructure is essential for scalable growth, especially for emerging managers? 

• How do investor expectations shape decisions on building versus outsourcing operational functions? 

• What role does technology play in driving efficiency, transparency, and scalability?

 • How can managers future-proof their infrastructure in an evolving regulatory and investor landscape?

• Where should managers outsource, and where should they stay in-house? 

• How do cost, control, and investor perception influence outsourcing decisions? 

• What are the risks and benefits of outsourcing middle-office functions, compliance, and cap intro services? 

• How can firms ensure reliability and oversight when working with outsourced providers?

• How is investor demand for greater transparency reshaping fund administration practices?

• What are the latest trends in investor reporting, and how are funds adapting to meet expectations?

• How can technology streamline fund administration while ensuring accuracy and compliance?

• How can reporting be a tool for trust-building with allocators?

• How is technology reshaping middle-office functions, from compliance to trade support? 

• What operational efficiencies are fund managers prioritising in a cost-conscious environment? 

• Is the rise of AI and automation reducing the need for traditional middle-office roles? 

• How are firms managing data security and cybersecurity risks within their middle-office operations?

• How are hedge funds leveraging AI to enhance trading strategies, risk management, and operations?

• What are the key challenges in AI adoption, from data quality to regulatory scrutiny?

• How can emerging managers access AI tools without the resources of large-scale firms?

• Where is AI adding the most value in fund operations, and what’s next for its evolution?

• What are the most pressing cybersecurity threats facing hedge funds today, and how are firms mitigating them?

• How can managers protect sensitive data while maintaining operational efficiency?

• What role do third-party vendors play in cybersecurity, and how can managers ensure they meet compliance standards?

• How are evolving regulations shaping cybersecurity strategies within hedge fund operations?

• How are managers adapting to constant regulatory changes, with rules introduced and rolled back?

• What are the compliance risks around off-channel communications, and how are firms responding?

• How is AI reshaping compliance, from monitoring tools to data privacy concerns?

• How are managers navigating complex regulations across multiple jurisdictions?

Interactive roundtable discussion groups focusing on set topic areas led by industry experts and designed to create an environment for discussion, question and learning from shared experiences.

Workshop A: Mastering ODD for Successful Fundraising

Explore what allocators prioritise during ODD, from operational risk management to transparency, and how managers can streamline processes to meet evolving expectations.

• Terence Brady, Director of Operational Due Diligence at Corbin Capital Partners
• Michael Lubman, COO at Green Trading Capital
• Eugene Shuster, Managing Director and Head of Risk Management and Technology at Nomura Corporate Management 

Workshop B:  AI-Driven Risk Management: Strengthening Investment Teams in Volatile Markets

How hedge funds are reshaping risk management frameworks to strengthen investment processes and sharpen decision-making.
Practical strategies for integrating factor models, performance attribution, and research management into daily workflows.
Harnessing Gen AI to integrate risk analytics with internal research, enabling greater resilience and efficiency in volatile markets

• Sandeep Varma, CEO and Co-founder at Equity Data Science (EDS)