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Understand current investor risk appetite & where managed account platforms fit

  • Tail Hedging Funds: How Important Are They and Is It Too Late?

    • Understanding industry volatility strategies
    • Gauging the level of protection the funds afford
    • Viability with Managed Account platform strategies

  • Risk Appetite

    • Exploring the current prevailing investor criteria
    • Helping shape the offerings of managed account platforms
    • Where are inflows coming from?

  • Clarifying Liquidity Terms

    • Understanding the trend for shorter liquidity terms
    • Structuring your offering to maintain liquidity whilst keeping sight of the reference fund

  • Reviewing the Operational Risk of Managed Account Platforms

    • Mitigating operational risk – managed accounts versus direct hedge fund investment
    • Scope of a review & process undertaken
    • Key failure points & case studies

  • Bank Backed Platforms

    • How secure are the assets?
    • How well segregated?
    • What would happen in a good bank/bank bank situation?
    • The stability provided by being bank-backed; infrastructure

  • The Move to Real-Time Daily Pricing

    • Lots of Managed Account Platforms provide weekly pricing & tracking. Need daily.
    • The burden of providing daily information
    • Offering daily reporting in spite of weekly liquidity

  • Using Managed Accounts and UCITS in Asset Allocation

    • Constructing your portfolio allocation based on:
       o Fund of Funds
       o UCITS III
       o Managed Accounts
    • Delivering greater levels of liquidity and transparency
    • Ease of allocation to UCITS & Managed Accounts
    • UCITS: Taking advantage of assets earmarked for onshore investment

  • Counterparty Risk

    • Gauging the need for due diligence in light of recent high-profile collapses
    • Understanding why people are moving assets between counterparties

  • Reporting & Maintaining Transparency

    • How to offer meaningful transparency to clients
    • Utilising online tools
    • How can aggregated reporting be improved?
    • How to effectively use online tools to improve Managed Account reporting
    • Stress testing

  • Offshore vs. Onshore Managed Accounts

    • Lots of funds are still offshore; should they be on?
    • Understanding industry decisions to move to Ireland
    • From a marketing perspective esp. AIFMD
    • What is investor opinion?

  • Distribution Models: How to Improve Accessibility for Retail Clients

    • Shifting the focus from Managed Account Platforms away from solely institutional investors
    • How best to service private banks?
    • Advantages for end investors



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What did past attendees think?

"Some of the topics were extremely relevant and the discussion was led by subject experts"
Razvan Remsine
Skybound Capital

Other Events That Will Interest You

Hedge Fund Startup Forum 2012

09 Jul 2012 - 09 Jul 2012
Grange City Hotel, London



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