Preconference Emerging Manager Forum Miami Dec 13, 2017

Challenges and Business Guidelines for the Emerging Manager

Attendance is restricted and complimentary to traders registered for Emerging Manager Forum Miami 2017.

Preregistration is required.

Michael Coglianese (Principal, Michael Coglianese, CPA PC)
8:15 – 9:15Check-In
9:15 – 10:45Meet the Allocators
The Meet the Allocators session features five different types of capital sources seated at a table with 5 managers. The allocators will rotate to another table every 20 minutes. They will discuss what they expect in a manager’s presentation, how they pick the strategies they allocate AUM to, what they expect to see in the way of due diligence and how they source new managers for different portfolios. Space is limited, and you must be registered for Emerging Manager Forum Miami 2017 and The Pre-Conference Seminar to attend.
Ole Rollag (Managing Principal, Murano Systems)
Matthew Bradbard (Vice President, RCM Alternatives)
Patrick Lafferty (President, Capital Trading Group)
Yaniv Zilberman (Founder, Gesher Capital)
Michael Dubin (Managing Partner, Dorset Management)
10:45 - 12:45One-On-One with the Experts
Managers will have the opportunity to sign up for a one on one coaching session with a financial marketing professional. Each coach focuses on a different discipline; social networking and websites, business plan development, personal and business branding and using the media as a marketing tool. The coaching sessions will last for 20 minutes.
To participate in a session, managers must be registered for Emerging Manager Forum Miami 2017 and must sign up in advance. Managers can sign up for a session with each expert. Space is Limited.
  • Lida Citroen (CEO, LIDA360)
    Developing your personal and business brand.
  • Bryan K. Johnson (Managing Partner, Johnson & Co.)
    Developing and executing marketing plans for the financial industry.
  • Adam Sarhan (CEO, 50 Park Investments)
    Increasing your PR visibility.
  • Shane Stiles (President, Gate 39 Media)
    Marketing: Creating pitchbooks, tearsheets and websites that tell your story.

Register for an meet the expert session
11:45 - 12:45Lunch Break (please note lunch will not be provided)
12:45 - 1:15Finding Your Edge... Personal Branding for Today's Manager
Lida Citroen is an internationally recognized branding expert and author who designs and enhances the identities of businesses, executives and professionals. She will discuss the importance of developing your brand, so your business stands out in the competitive battle for AUM.
Lida Citroen (Principal, LIDA 360)
1:15 - 2:00Outsourcing... What Determines the Right Choice in Service Provider Selection
For the Emerging Manager selection of the Service Providers they use can be a critical element in raising AUM. The panelist will focus on factors managers should consider when selecting Service Providers and what should those managers expect from the Service Providers they select.
Carol Kaufman (CEO & Founder, Alternatives TLC, LLC)
Rom Beneche (Vice President, Gemini Hedge Fund Services, LLC)
Augusto Carvalho (Latam Solution Specialist, Numerix)
Nick Neri (Head of Client Relations, Mainstream Fund Services Inc.)

2:00 - 2:30Coffee Break
2:30 - 3:15Offshore Funds... Operational Considerations and Domicile Selection
As an Emerging Managers AUM starts to grow they soon ask if they have any plans to start an offshore fund from international investors. The panel will cover operational questions to consider before you start an offshore fund and the pros and cons of different international domiciles.
Mark Ruddy (Principal, Ruddy Gregory, PLLC)
Dermot Butler (Founder, SwissRepCo)
Gary Smith (Partner, Loeb Smith)
Dan Smith (President, Trident Trust Group)
3:15 - 3:45Using the Media… How to Out Market Your Competition and Increase Your PR Visibility
The founder of one of the leading financial public relations firms and the Publisher of Opalesque will give an overview of the most effective way to incorporate the media in your marketing plan and how to increase your visibility in the Financial World.
Matthias Knab (Founder and Publisher, Opalesque)
3:45 - 4:30Effective Capital Raising… What are the Key Ingredients
A leading marketing consultant to the alternative industry will discuss the crucial components managers need in their marketing plan to achieve their AUM goals.
Bryan K. Johnson (Managing Partner, Johnson & Co.)

Emerging Manager Forum Miami Dec 14, 2017 Program

CONFERENCE CHAIRMAN – Ian Morley (Wentworth Hall Consultancy)
8:00 - 8:45 Continental Breakfast
8:45 – 9:00Welcoming Remarks
Bucky Isaacson, Partner (CTA Expo, LLC.)
Frank Pusateri, Partner (CTA Expo, LLC.)
9:00 – 9:30You Never Learn from What You Do Right
An industry pioneer and development expert on multiple time frame integration of interest rate, foreign exchange and derivative management models will discuss what he has learned over the last 30 years of system design.
Phil Lewis (President & CEO YieldMaster, Inc)
9:30 – 10:00 Cryptocurrencies…. Are They a Viable Trading Vehicle for Managers and Source of Alpha for Investors?
Michael Mollet (Director of Product Development, Cboe & CFE) will give a background on Cryptocurrencies, cover some of the issues involved in trading them, what types of regulatory hurdles they face and give an update on Cboe initiatives to develop products to satisfy growing investor demand for trading vehicles.
Michael Mollet (Director of Product Development, Cboe & CFE)
10:00 – 10:30Coffee Break
10:30 – 12:00The Alternative Shark Tank (Sponsored By: DMAXX)
The Alternative Shark Tank features four managers that use different strategies and have different levels of AUM making ten-minute presentations to a panel of industry experts. After their presentations the managers will be asked questions by the experts. At the conclusion of the Shark Tank the audience will vote on who made the best presentation and the winner receives complimentary registration and a high-top table at CTAExpo’s next conference.
Michael Dubin (Managing Partner, Dorset Management)
Ronald Honka (Partner Financial Services, Weaver)
Robin Fink (Senior Vice President, Finch Capital)
Dermot Butler (Founder, SwissRepCo)
Thalius Hecksher (Global Director, Trident Trust Group)
Glenn Hanson (Colony Hills Capital)
Bradley Golding (Christofferson Robb & Company)
Eric Thompson (Rincon Capital, LLC)
Sanjay Pawar (Bluesphere Advisors LLC)
12:00 – 1:00Lunch
1:00 – 1:45 Due Diligence… What Are the Vital and Often Overlooked Issues That an Investor and Manager Should Be Aware of When Evaluating and Preparing Due Diligence Information?
Each of the panelist brings a different prospective on due diligence and how to use it. Alan Snyder has an in-depth approach to due diligence on the managers he allocates to, Brett Horton has managed the due diligence function for major consultants and Rainford Knight has pioneered an innovative cyber approach to due diligence.
Adam Sarhan (Founder & CEO, 50 Park Investments)
Rainford Knight, PhD (Managing Partner, Florida Institute of Finance)
Brett Horton (Independent Consultant)
Alan Snyder (Managing General Partner, Shinnecock Capital Management)
1:45 – 2:15When the Going Gets Tough Resilience Kicks In
A 30-year veteran of the financial and asset management wars, who founded and runs one of the leading women owned financial services firms, will discuss the obstacles and challenges she faced while building her business. Alternative managers are confronted by many of the same roadblocks she overcame. The lessons she learned, that we can benefit from, are essential in building a successful asset management business.
Cynthia D. DiBartolo Esq (Chief Executive Officer, Tigress Financial Partners LLC)
2:15 – 2:45Coffee Break
2:45 - 3:15Cybersecurity… What Alternative Investors and Managers Need to Know in a Constantly Evolving Environment
The increasing cyber risks in the investment world create the necessity for investors to know if the managers they select are operating in a secure cyber environment and managers need to be aware of what challenges they will face in the future. Mike Thoma is an expert in developing strategic cyber solutions.
Mike Thoma (Director Security Solutions, inCyber Security)
3:15 – 4:00Global Focus… Emerging Managers and Alternative Investors… Opportunities in Marketing and Investing Outside the US
Three Alternative Professionals with expertise in different regions of the world will investigate the unique marketing issues in the geographic areas where they have expertise and what the investment appetite is for alternatives in those areas.
Bobby Schwartz (Managing Partner, RCM Alternatives)
Yaniv Zilberman (Founder, Gesher Capital)
A Gary Flagler (Head of International Business Dev, Grupo BMV-MexDer-Asigna)
Jon Barker (Consultant)
4:00 – 6:00Closing Cocktail Party