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Emerging Manager Summit

Thursday, September 25 | 5:30 PM - 8:30 PM

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Overview

The 2025 CFA Society of New York Emerging Manager Summit is dedicated to addressing the challenges and opportunities facing emerging asset managers in the current fundraising environment. With a focus on innovation, collaboration, and actionable insights, the summit provides a unique platform for fund managers, institutional investors, and service providers to exchange ideas and strategies. As emerging managers navigate a competitive landscape characterized by evolving investor expectations and economic uncertainty, this summit will explore the tools and partnerships necessary for long-term success. Attendees will gain critical perspectives on market trends, investor priorities, and operational excellence. 

Agenda

5:30 PM | REGISTRATION


5:55 PM | INTRODUCTION

Alton Crooks, CFA, Managing Principal, Fidelis Capital/Chair, Business Management Group 


6:00 PM | KEYNOTE PRESENTATION SPEAKER

Romulad Beneche, CPA, Director, Alternative Investment Management Association  


6:05 PM | PANEL DISCUSSION: “NAVIGATING THE FUNDRAISING LANDSCAPE: PERSPECTIVES FOR EMERGING MANAGERS”

Moderator

Stephen J. Auresto, Senior Vice President, Business Development, Ultimus Leverpoint 

Panelists

TBD


7:15 PM | Q&A


7:25 PM | CLOSING REMARKS


7:30 PM | NETWORKING RECEPTION

Learning Outcomes 

  • Market Trends: Understand current trends in the fundraising environment for emerging managers, including investor expectations and economic challenges. 
  • Best Practices: Gain actionable insights on operational excellence, compliance, and positioning for growth. 
  • Networking Opportunities: Build relationships with investors, peers, and service providers who are shaping the future of asset management. 
  • Strategic Positioning: Learn how to effectively communicate your value proposition to potential investors and establish long-term partnerships.