Launching Your Hedge Fund Strategy In An ETF
A New Route To Access Capital
Thursday, March 25, 2021 - Online: 3pm GMT / 11am ET / 10am CT
Hedge fund managers are contemplating the billions in assets flowing into ETFs, and with the launch of active and thematic ETFs, many will be wondering how to get into this market. Can ETFs provide a cost-effective new channel to capital for imaginative hedge funds?
This webinar will provide an introduction for hedge fund managers on the possibilities of the ETF infrastructure, how hedge funds can get into this burgeoning market, and will explain some of the key challenges and solutions for getting an ETF off the ground.
The expert panel will discuss how as a hedge fund you can leverage third party providers to set an ETF up and/or facilitate some or all of the infrastructure required.
Speaker: Stuart Forbes, Co-Founder, Rize ETF
Stuart is a co-founder and product lead at Rize ETF. He is highly experienced in the full life-cycle development and management of ETF platforms. Stuart is a qualified solicitor and was previously Head of ETF Product Development at Legal & General Investment Management, and prior to that, at ETF Securities, where he was responsible for ETF development / structuring, platform management and legal.
Speaker: Anthony Martin, Co-Founder, Rize ETF
Anthony is a co-founder and portfolio management lead at Rize ETF. He has a wealth of experience in ETF implementation, portfolio management and capital markets. Anthony was previously Head of ETF Portfolio Management at Legal & General Investment Management, and prior to that, at ETF Securities, where he was responsible for managing the offering across fixed income, commodities and equity ETFs.
Speaker: Dave Shastri, Chief Strategy Officer, Truss Edge
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.
At Truss Edge we assist investment firms with managing and operating complex virtual environments for their trading, portfolio management and data processing activities. Our clients come to us for full or customized technology and middle and back office solutions because we evolved as the system development and operations team of a multi-strategy firm. We have the people and the expertise which will allow us to manage complex or simple outsourcing projects, including improving connectivity with other service providers and interacting seamlessly with your proprietary trade management systems where they exist.
Truss Edge can dynamically manage data within an ETF portfolio on a single platform without any recourse to other solutions. It is flexible enough to manage a wide variety of instruments and strategies, and in addition can cater to thematic ETFs, long/short ETFs and commodity-based ETFs.