uncorrelated ALtsops24

OCTOBER 23, 2024

9:00 am - Arrival & Set-Up

10 am - Registration & Refreshments

10:15 am - Opening & Welcome Remarks

10:30 am - Session 1: Attracting Anchor and Early-Stage Investors

Securing early-stage investments for an alternative fund is more challenging and complex than ever. Accessing the family office sector, the wealth management channel, and traditional fund seeders can be particularly difficult. This panel will explore the most effective strategies for attracting anchor, seed, and early-stage investors, and how these partnerships can pave the way toward institutional readiness.

11:15 am - Session 2: The Family Office Perspective on Alts

Different types of alternative investment fund investors have varying interpretations of best practices in the manager selection and vetting process. While family offices are often the most flexible in their sourcing and due diligence architecture, this panel will explore the key areas where family offices are more stringent, as well as where they allow greater flexibility, providing insights into their approach.

12:00 pm - Session 3: Wire Fraud is Real – How Cybersecurity and Service Providers Protect You

Cyber-crime is an ever-growing threat to alternative investment firms, with wire fraud and ransomware posing significant risks. Despite increased regulatory scrutiny, many organizations still struggle to implement effective prevention strategies. This panel will cover essential topics, including wire fraud, phishing, and AI-driven threats, and provide insights into how cybersecurity measures and service provider selection can be optimized to help safeguard your firm against these dangers.

12:45 pm - Lunch/Networking

1:30 pm - Session 4: Operations, Audit, Banking, Compliance & Legal: What You Need to Know

Whether you're an established alternative fund manager, or a newcomer preparing to launch, staying informed about the regulatory landscape is essential. This panel will highlight critical knowledge gaps, discuss upcoming regulatory changes, and provide insights into the operational, audit, banking, compliance, and legal aspects that every alternative fund manager must navigate.

2:15 pm - Session 5 Panel: ODD - What You Really Need to Know to Raise Capital

While evaluating the merits of an investment strategy is crucial for securing capital, Operational Due Diligence (ODD) is equally vital in identifying weaknesses in operational controls that could jeopardize the strategy's success. Even the best strategy can falter if ODD gaps aren't addressed. This panel will explore both the obvious and the less apparent yellow and red flags that emerge during the ODD process, providing insights that are essential for raising capital.

3:00 pm - Session 6: Private Credit, Non-Correlated and Niche Fund Strategies

Niche investment strategies often outperform traditional markets, offering uncorrelated opportunities in sectors such as private credit, venture capital, digital assets, sports & entertainment, and intellectual property. These investments are key to diversified portfolios, but are current returns sustainable? Where is the best value and opportunity now, and how has the recent capital influx affected this space? This panel will delve into these critical questions.

3:45 PM - Session 7: The “Holy Grail”? Wealth Managers and Independent RIAs are Allocating to Alts

As traditional areas of investment management become increasingly commoditized, private funds offer a unique chance for differentiation, particularly within the wealth management and the independent RIA channels. With these investors increasingly exploring alternative investments, the accessibility of these opportunities has never been greater, but also more fragmented. This panel will explore how this sector could be the “holy grail” for new alternative investment fund managers seeking to raise capital, and a critical step towards capitalizing on this potential.

4:30 pm - Closing Remarks

Invite all sponsors to join on stage and thank them for their support in the 3rd annual AltsOps event. Discuss our new partnership with Uncorrelated and welcome all guests to join us for the Uncorrelated Miami 2025 Conference at the end of January.

4:45 pm - 6:00 pm: Networking Reception