Agenda

• How are fundraising channels evolving, and where are managers finding success? 

• What strategies work best for emerging managers vs. established players?

 • How can managers navigate gatekeepers to gain investor access?

 • What storytelling techniques help build stronger investor relationships?

• How can managers stand out in a crowded market?

• How do transparency and operational strength influence allocation decisions?

• What are the common red flags that turn allocators away?

• Which strategies and sectors are currently attracting allocator capital?

• What makes a fund story resonate with investors?

• How can managers communicate conviction while managing risk perception?

• What are the essentials of a clear and compelling pitch?

• How do PMs tailor messaging for different types of LPs?

• Why are family offices increasingly favouring direct investments? 

• How can managers build trust and long-term relationships with family offices? 

• How do family office risk appetites differ from institutional investors? 

• What strategies resonate most with family offices today?

• How regulations have evolved in 2025
• Impact of upcoming SEC and Treasury regulations on custody, trading, and reporting
• How do the US, the EU, and the UK differ in regulating digital assets, and what impact will these differences have?
• How have hedge funds, asset managers, and allocators adjusted their strategies in response to regulatory shifts?
• Updates on stablecoin regulation, asset classification, and new federal initiatives
• What further changes can we expect in the final months of 2025, and how should industry players prepare?

• How is tokenization being used in traditional finance and real-world assets?
• How are banks and asset managers incorporating tokenization into their businesses
• What are some of the most interesting real-world uses of tokenization beyond finance?

• Investment Implications of Energy Dynamics: How changing energy economics affect digital asset investments
• Private Market Trends: How innovative mining energy solutions are attracting digital asset managers' interest
• Portfolio Diversification Strategy: Balancing exposure between energy-efficient protocols and traditional proof-of-work assets
• Quantifying energy-related risks in digital asset allocation decisions

• How are top-performing digital asset funds adapting traditional financial models for the crypto space
• Winning Strategies for Digital Asset Managers – What’s working, what’s not, and lessons learned
• Short-Term vs. Long-Term Success - What works in today’s market, and which approaches generate sustainable alpha?
• Navigating volatility, liquidity constraints, and the realities of implementing “high impact” strategies
• Are Layer 2 solutions and modular blockchains unlocking new efficiencies for major market players?

• 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?

• What’s working (and what’s not) in platforms and databases. Which tools have helped get in front of the right allocators?
• Key steps a manager needs to take to break the first billion, and what are common challenges that prevent managers from getting there?
• Evolving the IR Strategy: Refining your messaging and positioning to connect with the priorities of long-term institutional investors.
• Shifting the investor base at higher AUM levels: How to move beyond family offices to attract pensions, endowments, and sovereign wealth funds and what these allocators expect and how to position accordingly

• Which hedge fund strategies are attracting allocator interest heading into 2026?

• How are rates and liquidity constraints reshaping allocation priorities?

• Are LPs shifting away from private equity toward hedge funds, and why?

• Will capital continue consolidating with multi-strat platforms, or is appetite diversifying?

• How are evolving regulations shaping digital asset custody? How is this being made easier for traditional financial institutions to securely hold crypto assets?
• How are custodians tackling counterparty risk, fraud prevention, and compliance (KYC/AML)?
• How blockchain-based identity verification and tokenized assets are helping institutions manage diverse digital portfolios
• Weighing the risks and benefits of U.S.-based vs. offshore solutions

• With stablecoin regulation advancing, where are we likely to see the fastest growth in stablecoin use in the next 12-18 months?
• How can investors get exposure to this key growth trend?
• What might be some of the unanticipated consequences of mainstream stablecoin adoption?
• How can investors prepare for the opportunities and risks?

• Examining the initial implications of Trump’s presidency on the digital asset ecosystem
• How might rising global trade tensions, economic nationalism, and political polarisation impact digital asset markets?
• Is Bitcoin trading as a high-beta risk asset, or is it transitioning to a macro hedge like gold?
• How are institutional funds adapting to macro trends, and which strategies are proving most effective
• Can institutions leverage spot ETFs, structured products, and tokenised assets to scale in 2025?

• 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)

Workshop A: Emerging Trends in Market-Making & Liquidity

• Are U.S. regulatory constraints driving major trading volume offshore?
• Are traditional market makers dominating liquidity provision, or are crypto-native firms still leading?
• Is digital asset market-making moving toward TradFi dominance, or will crypto-native firms continue leading?
• Liquidity in a Fractured Market: Will fragmentation last or give way to consolidation?

Speakers:
Paul Howard, Senior Director, Wincent
Matt Zhang, Founder and Managing Partner, Hivemind

Workshop B: Custody Challenges & Solutions

• Are current custody providers solving institutional security concerns, or are they just creating new risks?
• Will traditional banking infrastructure enhance crypto custody, or will it create new complexities in the system
• Global Custody Standards: Will MiCA, the SEC, and CFTC drive convergence or deepen regulatory fragmentation?
• Could tokenized fund structures provide new ways to secure & manage digital assets?
• How can Custodians support yield strategies without risking compliance or asset segregation?

Speakers:
Ilya Khazen, Director of Institutional Sales at LMAX Group
Ayesha Kiani, COO, MNNC Group