Whether you are a new or established manager at some point you need to take your firm to the next level. HedgeCo brings together a number of industry experts to outline the most common mistakes new and existing funds make when focusing on growth. Learn which providers are essential for success, how to raise capital with little or no resources, how to establish dominance in your field and create brand recognition utilizing marketing techniques and public relations secrets.

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Event Agenda
Taking it to the next level: A seminar for hedge fund startups and established managers looking for a competitive edge.

2:00 - 2:10 - Event introduction presented by Andrew Schneider, Co-Founder of HedgeCo Networks

2:10 - 2:20 Introduction and overview by moderator Holly Miller, Founder, StoneHouse Consulting

2:20 - 2:45 - Servicing Your Fund: The 3 secrets to growth across different areas of the business.

  • Auditor: Gary Berger - Rothstein Kass
  • Prime Broker: Nikki Rizzi - PCS Dunbar
  • Compliance: Bill Cathriner - Cardinal Compliance
  • Administrator: Kip Meadows - Nottingham Investment Administration
  • Attorney: Eric Roper - Gersten Savage
  • Technology Solutions: Vinod Paul - Eze Castle Integration

2:45 - 3:15 Open Q&A - Holly Miller will facilitate an opportunity for audience members to speak with the panelists

3:15 - 3:30 - Brief Intermission: food and beverage will be served

3:30 - 4:00 Marketing Your Hedge Fund

  • Andrew Schneider of HedgeCo Networks - Marketing your fund online utilizing hedge fund databases, organizations and networking groups, and the importance of your funds website.
  • Daniel Simon of Cognito Media - Public relations secrets and your public image
  • Tom Scanlan of Lionhart Advisors Group, LLC - Successful methods in investor relations.

4:00 - 4:15 Open Q&A - Audience members will be given the opportunity to speak with the panelists

4:15 - 5:00 Networking: Food and beverages will be served