Alternative Investments, Business Management, Virtual Events & Programming

Emerging Managers Summit

December 16, 2020 | 9:00 AM - 11:15 AM

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Overview

Our 2020 CFANY Emerging Manager Summit invites professionals thinking about launching, getting ready to launch or have recently launched a money management firm to watch our virtual event. Our Panels will discuss issues regarding the new post COVID realities of starting and running a successful money management firm.  How firms are taking advantage of the opportunities and challenges of doing business in the post COVID economy. 

Please join our event to will learn about the benefits and opportunities of investing in new, small, diverse and women owned, emerging and boutique fund managers from the nation’s leaders in the new and ever-changing emerging manager market.

Agenda

9:00 AM | OPENING REMARKS

Alton Crooks, CFA, MBA, Managing Principal, Fidelis Capital LLC

9:05 AM | PLANNING A SUCCESSFUL NEW FUND LAUNCH

Moderator

Adam Zivitofsky,CFA, Director, Crestbridge

Panelists

Barry Goodman, CPA, Partner, Mazars USA LLP

Nate Goodman, Head of North American Business Development, Citco

Meg McGarvey, Executive Director – Prime Finance Sales, UBS Investment Bank

Lance Zinman, J.D, Partner, Global Chair of Financial Markets and Funds, Katten Muchin Rosenman LLP

9:45 AM | Q&A

10:00 AM | BREAK

10:15 AM | EMERGING MANAGERS / ASSET ALLOCATOR FORUM

Introduced by Christopher Flens-Batina, Vice Chair, Business Management Group, CFA Society NY 

Moderator

Lisa Vioni, CEO, Hedge Connection

Panelists

Rajpal Arulpragasam, COO, Pavise Capital Management LLC

Amy B. Hirsch, CEO, Paradigm Consulting Services, LLC

Ajai Thomas, Head of Investors Relations, Hollis Park Partners LP

Tina Byles Williams, CEO & CIO, Xponance

11:00 AM | Q&A

11:15 AM | CLOSING REMARKS & ADJOURNMENT

Anna Sembos, CFA, PhD, Managing Director, CIFC Asset Management

Additional Details

Learning Outcomes

  • Understand best practices for starting, and building an investment management firm of all sizes
  • Learn what are the key drivers and objective criteria for selecting emerging managers
  • Gain perspective on what allocators think and how to build your firm to attract allocations

Features, Benefits, Values

Our event is designed to educate the investment community, which includes but is not limited to Institutional Investors, as well as, new, small, diverse and women owned, emerging and boutique fund managers on how to start, manage and grow a money management firm.  Investors will learn what to look for in an emerging manager.  Emerging Managers will learn how the business of raising capital is changing in an increasingly virtual investment community.

Who Should Attend?

This event is for allocators assessing new asset categories to deploy capital, as well as asset managers that seek to attract and retain assets.  Attendees will be informed and attain valuable insights to direct the growth and success of firms of any size or vintage.

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

Legal Notice and Disclaimer

CFA Society New York (including its employees and agents) assumes no responsibility for presenters or consequences resulting from the use of information or content of such information presented, including (but not limited to) errors or omissions, the accuracy or reasonableness of factual or scientific assumptions, studies or conclusions, the defamatory nature of statements, ownership of copyright or other intellectual property rights, and the violation of property, privacy, or personal rights of others. The CFA Society New York is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on such information. No guarantees or warranties, including (but not limited to) any express or implied warranties of merchantability or fitness for a particular use or purpose, are made by CFA Society New York with respect to such information. CFA Society New York does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of such information. All presentations represent the opinions of the presenters and do not represent the position or the opinion of CFA Society New York or its members. Reference by the presenters to any specific commercial product, process or service by trade name, trademark, service mark, manufacturer, and corporation or otherwise does not constitute or imply endorsement, recommendation, or favoring by CFA Society New York.

CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to cfanyevents@cfany.org.

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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.