Pitch Coaching

Silverman Speech Consulting
Professional pitch coach Stephanie Silverman will be on hand to work with managers to polish their presentation skills. The coaching aims to hone the manager's pitch and cast their fund in the best possible light.

Marketing Material Review

HS Marketing
Holly Singer has specialized in communication strategy and marketing communications since 1994. Ms. Singer will review manager materials, such as pitch books together with web sites, and offer knowledge and advice on making them better.

Prime Brokerage

Concept Capital Markets
Concept Capital offers a comprehensive suite of brokerage and related services for both traditional and alternative investment managers. Representatives will be on hand to discuss these services that include their capital introduction program, ConceptOne, and their Risk Reporting & Regulatory Reporting affiliated company.

Fund X-Ray

Lumentus
Lumentus will provide a complimentary digital X-ray of your online profile which will help assess how others perceive you online. This report will include an analysis of strengths, weaknesses, risks and opportunities, and include top-level recommendations. Your assessment can include your corporate or your personal profile.

ODD Meeting Preparation

Shadmoor
Michael Merrigan will be available to meet with managers and offer a consultation on their organization's existing operations, how their firm's operations compare to other managers of similar size and strategy, and potential areas where managers can enhance their operations to bring them closer in line with industry best practices.

Insurance Coverage Analysis

Maloy Risk Services
Maloy will review highlights from their recent E&O/D&O industry study as well as benchmarking and trends on coverage, pricing and limits purchased. This is an opportunity to have some insights into what your industry peers are buying and paying for coverage and to discuss possible areas where your current policies might leave you with significant deficiencies including a lack of informal regulatory inquiry coverage and trade error coverage. Attendees may also request a free quotation for Cyber Liability coverage on our exclusive program for hedge fund managers.

Holdings Analysis

Ned Davis Research Group
In addition to offering trial access to their entire suite of Institutional research, Ned Davis Research Group will also prepare a thorough portfolio analysis of their holdings. Included in the 360* review will be sector, size, and style breakdown, a snapshot of holdings vs NDR ratings using our short/intermediate/long-term ratings, a metrics review - valuation, mean reversion, sentiment, insider score, and sensitivity analysis, a reverse stock screen will be run against your holdings to show what factors your holdings are tilted towards, and finally, a performance chart vs your benchmark.

Knock Out Networking

Michael Goldberg
Boxing, like networking, is about the connection. Better connections for your "fight game" - or business, leads to greater success! Most advisors are not born networkers; they develop the skills and confidence through training, practice, and having a positive attitude. Whether you're meeting new people or speaking with prospects, clients, or COI, it's not who you know but who you want to know. Learn to be more confident in meeting new people, define your target market, deliver a knock out elevator speech, and generate more referrals!

Video Interviews

HUB Culture
Hub Culture has been seen at events and congresses around the world since 2002. In Bermuda they will have a Pavilion set up for video interviews. Participants are welcome to sit down on camera and discuss their expertise (very limited availability).

Opportunities In Bermuda

Bermuda Business Development Agency
Bermuda has made a number of changes recently, aimed at increasing our attractiveness and competitiveness as an international fund jurisdiction. We created two new categories of exempt funds that can be established quicker and more cheaply than similar products in other locations. New immigration and work permit policies were introduced that make it easier for companies and their senior people to relocate to the island. And the spirit of collaboration among our government, regulator and industry continues to result in innovative solutions for today’s alternative investment environment. In short, Bermuda is back, and we mean business! Book a meeting with our experts at the BDA’s suite to learn more.