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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
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