Join us for an exclusive panel discussion on ‘mastering prime broker relationships’ as we unveil the newly-updated AIMA Guide to Sound Practices (GSP) focused on prime brokerage relationships, sponsored by Marex.   

Effective broker relationships can significantly impact your fund’s success—from improving operational efficiency to enhancing liquidity and risk management. The considerations that are top of mind at any given time change but there are some core considerations when selecting or assessing a prime broker that always apply.  The AIMA GSP focuses on these core principles.  This session will deliver practical, real-world guidance on selecting, assessing and optimising prime brokerage relationships in the current climate. We will also consider the challenges for prome brokerage relationships that may emerge in 2025.       

What you can expect:

Moderated by Lawrence Obertelli, Head of EMEA Prime Service Sales at Marex and Chair of the GSP Working Group, the discussion will delve into some of the perennial questions:

• Do I need a prime broker and is one enough?
• What type of brokerage service do I need?
• What are the key questions I should be asking of prospective prime brokers?
• How do I get the best out of my prime brokerage arrangements?
• What are the key questions I should be asking my current prime brokers?
• What are the emerging challenges that will affect my prime brokerage relationships in the next 12 months?            

Speakers:

• Moderator: Lawrence Obertelli, Executive Director and Head of European Prime Service Sales, Marex
• Julie Ferguson, CFO & COO, Palekana
• Paul Metcalfe, Partner, Simmons & Simmons
• Andrew Rae-Moore, Co-Head of International Prime Brokerage, Marex
• Stephanie Sirois, Global Co-Head of Operational Due Diligence, UBS