At the third annual Private Funds Forum, Seward & Kissel and Bloomberg BNA will bring together top names in the hedge fund world to discuss the latest challenges for an industry facing unprecedented pressures and scrutiny.

Even as some major funds thrive, the industry has seen scores of others close after years of sub-par performance; 2016 saw the highest number of withdrawals from hedge funds since the financial crisis. That can mean more pressure on managers to experiment with new strategies and untested financial instruments. And while in Washington, a new administration is promising a more hands-off regulatory agenda, policy outcomes are more difficult than ever to forecast.

This dynamic and uncertain regulatory and business environment creates both risks and opportunity, and fresh insights from leading industry practitioners. The Private Funds Forum will bring together fund managers, compliance officers, general counsels, and other business leaders to learn from each other and from other experts in the field.

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Date/Time:

September 27, 2017
3:30 PM – 6:00 PM
Networking reception to follow

Location:

Skirball Center for the Performing Arts
566 LaGuardia Place
New York, NY 10012

Continuing Education Credits:

Earn up to 2.0 CLE credits

AGENDA

3:30 PM     Registration

3:55 PM     Welcome Remarks

4:00 PM     How the Current Regulatory Environment is Shaping Business Strategies
With unified Republican control of government and a promise of de-regulation from President Trump, the financial market is operating in a new regulatory environment. In this session, presented by Seward & Kissel’s regulatory policy experts, Washington watchers will explain how the political landscape is affecting the major issues that matter to private funds, and fund experts will explain how to adjust business strategies to capitalize on the current climate.

4:30 PM     The Top Compliance Challenges in 2017/2018
Ultra-low interest rates. Pressure from LPs to improve performance or cut fees. It's a combination that's pushing many fund managers to be more creative in how they look for alpha. That can mean cutting corners or using untested strategies and exotic new financial instruments. And it’s becoming more difficult for the back office to keep up. In this session, presented by Seward & Kissel’s compliance experts, we will examine:

  • Exotic new investment strategies
  • Valuation of illiquid assets
  • Direct lending standards
  • FCPA issues
  • SEC’s expense allocation rules

5:00 PM     Networking Break

5:20 PM     The Challenges and Opportunities Ahead
We’ve covered some of the legal and compliance challenges facing private funds headed into 2018. Now it’s time to hear from fund managers themselves about some of the market and geopolitical headwinds they face every day.

Moderator: Erik Schatzker, Anchor and Editor-at-Large, Bloomberg Television

6:00 PM     Closing Remarks and Networking Reception


SPEAKERS

Additional Speakers to be Announced

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ERIK SCHATZKER, ANCHOR AND EDITOR-AT-LARGE, BLOOMBERG TELEVISION

Erik Schatzker hosts conversations with the world's most powerful, interesting and influential executives, investors, financiers and policymakers for Bloomberg Television. His recent interviews include Bridgewater's Ray Dalio, SEC Chair Mary Jo White and Barclays CEO Jes Staley.

Schatzker has a deep background in business news and years of experience covering many of the most demanding topics in finance and the biggest stories on Wall Street, from the dot-com bubble to the subprime-mortgage meltdown to the rise of hedge fund activism. Over two decades his assignments in pursuit of original reporting have taken him from anti-government protests in Athens to Western Australia's offshore gas fields.

The same interviewing skills that Schatzker puts to work on camera have made him an in-demand moderator at events ranging from the World Economic Forum in Davos, Switzerland, to the Milken Global Conference in Los Angeles. At Bloomberg Schatzker also co-chairs the Markets Most Influential Summit, an annual conference that brings together the top newsmakers in finance.

Prior to joining Bloomberg Television in 2007, Schatzker led Bloomberg's print coverage of financial services in the Americas. He began his career with the South Pacific Mail in Santiago, Chile, and served as a correspondent in Santiago and Toronto for Knight-Ridder Financial/Bridge News before starting with Bloomberg as a technology reporter in 1998. Schatzker's past positions with Bloomberg include Toronto Bureau Chief and Senior Writer for Bloomberg Markets magazine.

Schatzker earned a bachelor's degree in history from the University of Toronto. He's based in New York City.


LOCATION

Skirball Center for the Performing Arts
566 LaGuardia Place
New York, NY 10012


CLE CREDITS

Earn Up to 2.0 CLE Credits

Bloomberg BNA will apply for continuing legal education credits in any state or jurisdiction where available. For more information, please contact Bloomberg BNA customer service at 800.372.1033 and ask to speak to the CLE Accreditation Coordinator, or email us at credits@bna.com.