05 October 2017

Workshops US

HFM & LRI Group workshop – US Managers: How to access capital and market funds in Europe

Get the lowdown on forming and operating a Ucits and AIF vehicle in this workshop designed specifically for US-based hedge fund managers



Date: 05 October 2017


Venue: New York


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Add to Calendar 10/05/2017 America/New_York HFM & LRI Group workshop – US Managers: How to access capital and market funds in Europe Get the lowdown on forming and operating a Ucits and AIF vehicle in this workshop designed specifically for US-based hedge fund managers New York true MM/DD/YYYY
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Join HFM for our upcoming workshop on Thursday October 5 in New York.

This free to attend morning event is held exclusively for hedge fund managers. The half-day workshop is designed to help you to:

– Broaden your investor base and identify your target markets
– Gain insights into distributing your fund products through a UCITs and AIF structure
– Learn how to successfully expand your distribution base and gain the attention of allocators in Europe and beyond
– Gain expert tips on forming and operating a UCITs/AIF vehicle as a US hedge fund manager
– Assess the regulatory landscape and avoid regulatory and compliance pitfalls associated with widening your distribution footprint
– Design a tailored product and learn the benefits of setting up the increasingly popular UCITs vehicle in a cost-effective way

Agenda & Discussion points:

8:30am – Registration and Coffee Networking

9.00am – Introduction – what do European fund selectors expect?

– Overview of current market environment in Luxembourg and wider Europe
– Details of fund flows into UCITs, performance and investor appetite

09.30am – Panel 1: Setting up a Ucits vehicle: Overcoming cost issues & operational challenges

– Overview of the UCITS vehicle – why use this over European AIF structures, such as a RAIF, QIAIF, or SIF?
– What types of fund strategies should be considering a UCITS launch? How does MiFID II affect the calculus?
– Should you use a UCITS platform and how should you perform due diligence on the available options?
– Structuring an AIF: using local fund structures to align investor compensation among your various clients
– Using local service providers to assist with your launch – the questions you should be asking
– Do questions around Brexit have an impact on when and how you launch into Europe?
– What do UCITS fee structures look like? Is there much room for negotiation?

Speaker panel:
Florian Clever, managing director and founder, cleversoft group
Michael Sanders, managing director, LRI Group
Ole Rollag, founder and managing principal, Murano Connect
Richard Shamos, counsel, Sadis & Goldberg

10:30am – Panel 2: Optimizing Ucits distribution: A guide for US managers

– How do you gain the attention of investors while remaining AIFMD & UCITS complaint? How can you decipher and target your European investor base?
– How do you make the most of a field trip into Europe – who should you be meeting with and what questions should you be asking?
– Launching into Europe through a platform – what do platforms offer fund managers in the US, and whom do they suit? Are the services they offer adequate?
– Legal and regulatory considerations managers marketing into major European regions need to consider
– How much of a physical presence do managers need and where should they put down roots?

Speaker panel:
Lisa Waldherr, executive director sales & marketing, cleversoft group
Manuela Fröhlich, global head of business development, LRI Group
Ole Rollag, founder and managing principal, Murano Connect

11.30am What’s next?
– Conclusion of panel discussions
– What are the next steps each fund managers in the room should implement?

12:00pm  Lunch and Close of event 

Please note: this workshop is strictly by invitation only

If you are interested in attending, please contact Orlanda Sharp to apply for a place on the workshop:
T: +44 20 7832 6641
E: o.sharp@hfmweek.com

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