Join us for a focused session on how Generative AI is transforming investment research, in partnership with AlphaSense. Explore the evolution of AI, the rise of purpose-built genAI tools, and how leading hedge funds and asset managers are putting them to work.
What to expect:
· A look at how AI has evolved - and why financial research demands genAI applications built for the industry
· Buy vs. build: real-world adoption strategies
· Why firms of all sizes are turning to AlphaSense to power their investment research
Whether you're just starting or scaling your genAI use, this session will offer actionable insights from the field.
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Economic Uncertainty: How geopolitical tensions are impacting market volatility
The Delicate Balance: Managing inflation while supporting economic growth
Fiscal and Monetary Policy: How governments and central banks respond to crises and reshape the global financial landscape.
Strategic Foresight: Weathering the unexpected in a rapidly changing geopolitical environment.
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Navigating Volatility and Growth: How to mitigate risks and capitalise on opportunities as they arise.
Macro Themes to Watch: Leveraging macroeconomic trends and geopolitical shifts to drive investment decisions and enhance portfolio resilience in uncertain times.
Adapting to a Post-Peak Rate Environment: How hedge funds are recalibrating strategies to thrive as interest rates decline from post-pandemic highs.
Alternative Growth Regions: Exploring the untapped potential of the Middle East, Southeast Asia, Africa, and Latin America as emerging hubs for capital allocation and portfolio diversification.
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Investor Sentiment: How uncertainty determines when and where investors deploy capital.
Risk vs. Reward: Key factors investors weigh when balancing risk and return in volatile markets.
Capital Flow Trends: How are geopolitical and market shifts influencing investor capital allocation?
Time Horizon Adjustments: Balancing short-term liquidity needs with long-term growth opportunities.
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New Markets, New Opportunities: How expanding into regions like the Middle East can open doors to investors and operational efficiencies while managing local challenges.
Inorganic Growth for Scale: Using acquisitions and partnerships to grow without relying on fundraising, and the operational complexities that come with it.
Tech-Enabled Scalability: How technology and the right service providers help hedge funds streamline operations and manage growth across multiple regions.
Balancing Growth and Efficiency: Strategies to expand into new markets and scale through mergers while maintaining operational excellence and investor confidence.
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Outsourcing Key Functions: How hedge funds can optimise compliance, IT, and middle-office operations without losing control.
Partnering for Scalability: Choosing the right outsourcing partners to drive growth while maintaining flexibility.
Boosting Efficiency: The role of outsourcing in freeing up resources to focus on core investment activities and regulatory demands
Mitigating Risk Through Outsourcing: Reducing operational risks by leveraging expert providers for regulatory compliance and infrastructure management.
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Streamlining Investor Onboarding: How digital identity verification enhances security and compliance.
Tokenization & Fund Growth: Unlocking liquidity and investor access through tokenized assets.
Navigating Multi-Jurisdictional Compliance: Leveraging tech for seamless cross-border fund management.
Blockchain for Efficiency & Transparency: Reducing risks and improving auditability in fund operations.
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Tailoring to Investor Needs: How can emerging managers better align their strategies with investors’ mandates by listening and adapting to specific investor criteria?
Standing Out in a Crowded Market: How can emerging hedge funds differentiate themselves from larger multimanager platforms?
The Future of Multi-Manager: Has the zenith of the multistrategy pod groups' era been reached?
Investor Expectations: Insights on building trust, track record, and operational standards that meet institutional demands.
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Fundraising Channels: How to leverage capital introduction services, 3PMs, and direct approaches to reach the right investors efficiently.
Consultants - Gatekeepers or Partners: Practical steps for getting on consultants’ radar, aligning with their evolving criteria, and securing their support for capital allocation.
Adapt or Fall Behind: How to customise your strategy to meet specific investor mandates, especially with rising interest in private markets and alternatives.
Expanding Horizons: How to look beyond traditional markets and identify new capital sources, and how to tailor your approach to different cultural and regional expectations.
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Leveraging Data for Investor Targeting: How can funds use advanced data analytics to identify potential investors and allocate resources?
Optimising Fundraising Efforts with Data: Tracking and analysing fundraising success, using data to refine their approach and boost efficiency.
Personalising Investor Engagement: Using data to tailor communication and pitches to investor preferences, improving engagement and trust.
Predicting Capital Flows: How data can help predict market trends and investor behaviour and allow you to proactively adjust fundraising strategies.
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Choosing the Right Partner: How emerging funds can find a prime broker that offers the right balance of fees, services, and flexibility.
Enhancing Credibility: How the right prime broker boosts fund credibility with investors and enhances operational due diligence.
Capital Introduction Benefits: Leveraging cap intro services from prime brokers that align with your strategy to unlock new investor opportunities.
Managing Operational Risk: How prime brokers can support operational risk management and help funds navigate size and trading requirements.
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Adapting to Multi-Jurisdictional Regulations: Streamlining compliance across different global regulatory frameworks, especially in emerging regions like the Middle East, US, and Europe.
Technology & AI Compliance: Addressing challenges with integrating AI and tech, including compliance around personal communication tools, data privacy, and recordkeeping.
Regional Regulatory Nuances: Comparing regulatory demands across key financial hubs and how to meet differing investor and regulatory expectations.
Emerging Reporting Standards: How the new regulatory expectations around sustainability, risk, and transparency are influencing operational efficiency and governance standards in hedge funds.
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A.The Investment Due Diligence Toolkit: What Allocators Look For (Countess Room)
Gain insights into how allocators assess funds with limited track records, the analytical tools they rely on, and the key investment criteria that build confidence and drive allocation decisions
Speakers: Nathalie Söderlund, CFA, Portfolio Analyst at Fourth Swedish National Pension Fund (AP4)
Victoria Gevorkova, Ph.D., Associate, Multi-Asset and Liquid Alternatives Research at Redington
B. Allocator Expectations: ODD Insights for Successful Fundraising (Duchess Room)
Explore what allocators prioritise in ODD, how investor relations teams can align with these expectations, and the key elements that drive successful fundraising through transparency and trust.
Speaker: Caroline Bradley, Head of Investor & Counterparty Relations at Fifthdelta
Matthew Stiling, Senior Operational Due Diligence Analyst at Investcorp-Tages
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Tailored for senior operational leaders, this session will explore strategies to enhance efficiency, reduce costs, and implement advanced technology. From optimising reporting systems to leveraging cloud computing and next-gen OMS/PMS platforms, gain insights into streamlining operations at scale.
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A. Allocator Insights: Succeeding in Operational Due Diligence (Countess Room)
Explore the key ODD criteria allocators focus on, common red flags, and how emerging managers can align their operational practices to meet allocators’ rigorous standards.
Speaker: Irfan Yunus, Head of Investment Manager Due Diligence at Citi Global Wealth Investments
Kwei-Min Braumuller, Senior Vice President, Head of International Investment Manager Due Diligence at Citi Global Wealth Investments
B. The Smart Stack: Levelling the Field with AI and Data (Duchess Room)
This workshop will dive into how emerging hedge funds can build an advanced tech stack using AI, data analytics, and cutting-edge tools to compete with established managers, streamline operations, and promote scalability.
Speakers: Timothée Consigny, Chief Technology Officer at H2O Asset Management
Florian Bardong, Senior Portfolio Manager at Allianz Global Investors GmbH
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The Direct Approach: Building personal relationships and tailoring investment strategies based on close partnerships with fund managers.
Decision-Making Autonomy: Exploring the often more flexible and less bureaucratic decision-making processes of FO’s compared to institutional investors.
Bespoke Fund Structures: What structures align best with FO’s long-term financial and legacy goals?
Global Outlook: Understanding the diverse preferences of FOs across different regions and how to adapt your approach accordingly (e.g., US, Europe, Middle East).
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Meeting Investor Expectations: How allocator priorities vary across Asia, the Middle East, and Europe.
Navigating Regulatory Hurdles: Key compliance considerations for cross-border fund operations.
Structuring for Global Growth: Strategies for attracting diverse capital while maintaining flexibility.
Lessons from Market Expansion: Practical insights from managers launching in new jurisdictions.
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In this forward-looking session of our Fund of the Future summit, a new hedge fund manager in spotlight shares their journey and how they are adapting to evolving market dynamics, technological transformation, and changing investor expectations. This conversation will explore how investment approaches are finding a way into investor portfolios in the next era of asset management.
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In this candid session, two veteran hedge fund allocators reveal the dos and don'ts for interacting with investors. Their advice aims to maximise your chances of building relationships to secure and retain investments.
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The Hedgeweek European Awards 2025 provide an excellent networking opportunity in a casual atmosphere where we’ll also be celebrating the achievements of the hedge fund community.
Join us after the summit for an evening of fizz, laughter and entertainment.
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