Launching Your Hedge Fund Strategy In An ETF

A New Route To Access Capital

Wednesday, November 17, 2021, London

Active ETFs are offering an opportunity for hedge fund managers to deliver their investment strategy via this medium. Launching Your Hedge Fund Strategy In An ETF is a half day event in London that will help hedge fund managers curious about the opportunities in this area to understand more about the opportunities - and challenges - involved in launching an ETF.

 

Agenda

1330 - 1400: Registration

1400 - 1405: Opening remarks

1405 - 1420: Presentation: The Growth Of Active ETFs In Europe

Presenter: Simon Mott, Head of UK and CMO, TrackInsight

1420 - 1450: Panel 1: Structural Considerations When Launching Your ETF

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1450 – 1520: Presentation: Operational Considerations When Launching Your ETF

Presenter: Dave Shastri, Chief Strategy Officer, Truss Edge

What are the similarities between operating a typical hedge fund and an ETF and what are the differences? What are the operational demands on an investment management firm in terms of time and human resources? Dave Shastri, Chief Strategy Officer at Truss Edge, will explain everything you need to know in order to inform your decision as to whether launching your investment strategy in an ETF wrapper makes sense from an operational perspective for you and your firm.

1520 – 1540: Break

1540 – 1610: Panel 2: Distribution Considerations When Launching Your ETF

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1610 – 1640: Panel 3: Investors – Why They Might Prefer An ETF Over Your Hedge Fund

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1640 – 1730: Drinks Reception

1730: Close

 

Speakers

Simon Mott: Head of UK and CMO, TrackInsight

Simon Mott

Simon has over 20 years’ experience in the ETF markets gained at companies including GMA Plus, CME Group, London Stock Exchange, FTSE Russell and HANetf. Over his career, he has helped drive over $600 Billion in ETF asset growth and launched many industry ‘firsts’, including the first UCITS Cannabis ETF, the first centrally-cleared Bitcoin ETF and the first ETF white-label platform in Europe. He is currently Head of UK and Chief Marketing Officer for Trackinsight, a provider of ETF data and white-label technology solutions for the ETF industry.

Dave Shastri: Chief Strategy Officer, Truss Edge

Dave Shastri

Dave has over 30 years of banking and investment experience. He is the CSO of Truss Edge, the complete software and operations platform for hedge funds, CTAs and ETFs and he is also the CEO of MATware , the portfolio management system for institutional investors in hedge funds and private equity.  Dave was Managing Director of FundXchange which was acquired by Zurich Financial Services. For over 18 years he was at the Bank of Bermuda with his last position as Vice President and Head of Business Development of Global Fund Services, EMEA and he has assisted managers in establishing hedge funds since 1992.  Dave is a director of a number of prominent private investment businesses.

 

Sponsors

ProFundCom

ProFundCom

ProFundCom is the leading digital marketing platform in finance, built to exacting compliance and security standards. With over 15 years in the industry, ProFundCom delivers unrivalled digital marketing reporting and analytics. ProFundCom currently works with over 45 retail and institutional fund providers, boutiques and private banks around the globe.

 

TrackInsight

TrackInsight

Our story starts in 2014 in a sunny town in the south of France, where a small group of financial professionals were advising institutions on their investment strategies.

They realized that professional investors had expensive systems, data and technology that made it easy for them to invest in ETFs, but no-one was helping the average investor to realize the same benefits.

So, they decided it was time for everyone to have access to world-class ETF data, tools and analysis – not just finance professionals. 

Fast-forward 7 years and Trackinsight now operates from 6 countries, helping millions of investors find the ETF that’s right for them.

 

Truss Edge

 

Truss Edge

Truss Edge was created at a multi-strategy hedge fund for real-time monitoring and control of its global trading teams with complex instruments, markets, limits, strategies, and risk. We have expanded with our software application Safari to support a wide diversity of investment groups and meet their demands for exceptional support with our cohesive team, technology, and infrastructure.  We provide managers with either their complete end-to-end single system platform and operations or a configuration that meets their specific needs.  Our clients’ gain the advantage of a faster, more precise, robust, and cost-effective foundation.

We deliver continuous improvement through monthly software releases. Truss Edge is flexible so that managers can select the features that work for their business.

  • Proven investment front, middle and back-office software
  • Fully integrated STP, single platform: trading, settlement, reconciliation, reporting, risk, dashboard, and accounting
  • Plug and play software as a service and operations as a service
  • Total instrument coverage.

 

Tickets

Hedge fund managers wishing to attend Launching Your Hedge Fund Strategy In An ETF can do so by clicking here to purchase a ticket.

Service providers wishing to attend Launching Your Hedge Fund Strategy In An ETF  can do so by purchasing a sponsorship. Please contact events@alpha-week.com for more information.

 

Updates

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Venue

11 Cavendish Square, London