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EMex Americas: The Emerging Manager Exchange
September 15, 2022
Grant Thornton Head OfficeNew York, NY
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EMex Americas: The Emerging Manager Exchange Agenda - EST/EDT (Eastern Daylight, GMT-4)

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EMex Americas: The Emerging Manager Exchange Agenda - EST/EDT (Eastern Daylight, GMT-4)

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Key Insights for Emerging Managers
8:30am - 9:00am30 mins
Key Insights for Emerging Managers
Conference Welcome and Registration
    9:00am - 9:10am10 mins
    Key Insights for Emerging Managers
    Chair’s Opening Remarks
      9:10am - 9:45am35 mins
      Key Insights for Emerging Managers
      The Perfect Emerging Manager Pitch: What does it mean to have a well-articulated investment process?
      • Adriana Ballard - Portfolio Manager, Employees Retirement System of Texas
      • Dimitri Sogoloff - CEO, Horton Point
      • Kasia Kostun - Senior Associate, XBTO Humla Ventures
      • Evan Katz - Managing Director, Crawford Ventures, Inc
      9:45am - 10:20am35 mins
      Key Insights for Emerging Managers
      How to Target and Communicate with Different Types of Investors
      • Michelle Jacobi - Managing Director, Gatewood Capital Partners
      • Gary DiCenzo - Board and Investment Committee Member, Rhode Island College & Dramatists Guild Foundations
      • Michael Felman - President & CEO, MSF Capital Advisors
      10:20am - 10:55am35 mins
      Key Insights for Emerging Managers
      Key Insight on Managing Liquidity and Counterparty Risk
      • David Tawil - Co-founder, Prochain Capital
      • Dave Shastri - Chief Strategist, Truss Edge
      10:55am - 11:25am30 mins
      Key Insights for Emerging Managers
      Morning Break
        11:25am - 12:00pm35 mins
        Key Insights for Emerging Managers
        How Should Managers Adapt During High Growth Periods?
        • Curtis Yasutake - Vice President, Pacific Current Group
        • Adam Cohen - Managing Director, Head of ODD, Agility
        12:00pm - 12:35pm35 mins
        Key Insights for Emerging Managers
        Emerging Managers and ESG
        • Curtis Spears - President & CEO, Andes Capital Group
        12:35pm - 1:10pm35 mins
        Key Insights for Emerging Managers
        Tax and Fund Structuring: Strategies for Operational Efficiency
        • Jason Grunfeld - Partner & Head of Business Development, Kleinberg Kaplan
        1:10pm - 2:20pm70 mins
        Lunch
          The Emerging Manager Showcase
          2:20pm - 2:45pm25 mins
          Emerging Manager Showcase
          Opening Judge Discussion: Beyond Size and Performance - The Top 5 Ingredients Allocators Are Looking For?
          • Jason Grunfeld - Partner & Head of Business Development, Kleinberg Kaplan
          • Cynthia Steer - Director and Chair of the Investment Committee, ICMA Retirement Corporation
          • Ami Samuels - Partner, Gatewood Capital Partners
          • Kenneth Gettinger - Chairman, KPG Capital Partners
          2:45pm - 4:15pm90 mins
          Emerging Manager Showcase
          Rapid Fire Presentations and Q&A
          • Evan Katz - Managing Director, Crawford Ventures, Inc
          4:15pm - 5:15pm60 mins
          Roundtable A
          Navigating Between Costs and Scalability from Day One
            4:15pm - 5:15pm60 mins
            Roundtable B
            Managing Trading Complexities when working across multiple desks, regions, and asset classes
              4:15pm - 5:15pm60 mins
              Roundtable C
              Marrying computers-to-humans: finding the successful balance as a quant
                4:15pm - 5:15pm60 mins
                Roundtable D
                How Can Emerging Managers Attract Institutional Capital as it Flows into Crypto?
                  4:15pm - 5:15pm60 mins
                  Roundtable E
                  How to leverage technology and services so that it’s a revenue driver and not just a cost?
                    4:15pm - 5:15pm60 mins
                    Roundtable F
                    Key Factors for a Well-defined Risk Management/Capital Preservation Framework
                      5:15pm - 5:20pm5 mins
                      Emerging Manager Showcase Results Announced
                        5:20pm - 5:30pm10 mins
                        Chair’s Closing Remarks
                          5:30pm - 7:00pm90 mins
                          Farewell Drinks Reception
                            Choose Day