NYC Roundtables: Taking Your Strategies Beyond the US

Taking Your Strategies Beyond the US 

A practical roundtable for US asset managers exploring European growth 

Thursday, October 1, 2026 | All & Sundry |  Join us for Breakfast or Lunch | 

Is international growth part of your strategy? For US asset managers looking beyond their domestic investor base, Europe presents an opportunity to diversify distribution and grow AUM. But understanding when, where and how to expand can be complex. 

Join Zeidler Group, Record Currency Management and ONE group for an interactive roundtable focused on the practical considerations for US managers taking their strategies beyond the US. Instead of the typical panels or lengthy presentations, you will rotate between three focused conversations covering international distribution, fund infrastructure and FX, with the opportunity to ask questions directly and exchange perspectives with industry peers. 

Choose Your Session 

The same roundtable will be hosted twice. Select the time that works best for you. 

Breakfast Roundtable 09:00 am – 11:00 am

RSVP FOR BREAKFAST

Lunch Roundtable 11:30 am – 1:30 PM 

RSVP FOR LUNCH

Three conversations hosted by industry experts

How Do You Start Raising Capital in Europe? 

Hosted by Zeidler Group

You see an opportunity to grow AUM internationally. What’s the most efficient route to market? Explore how US managers can access European investors, test demand and build a distribution strategy without unnecessary cost or regulatory complexity.

Topics include:

• Routes to European investors
• Where and how to test demand
• When a US fund is sufficient  and when an EU vehicle makes sense
• Managing cross-border legal and compliance costs

What Changes When Your Investor Base Becomes International? 

Hosted by Record Currency Management

As your investor base expands internationally, FX becomes part of the equation. Explore how to approach currency efficiently, what European investors may expect and how to manage FX without adding unnecessary operational burden.

Topics include:

• When FX becomes relevant
• What European investors expect
• Managing FX efficiently and transparently
• Keeping the burden away from your investment team

When Does a European Fund Vehicle Make Sense? 

Hosted by ONE group

As European demand develops, when does local infrastructure make sense? Discuss what you actually need to operate in Europe, what can be outsourced and how to build a presence that can scale without creating an expensive European back office. 

Topics include:

• When an EU vehicle makes commercial sense
• What infrastructure you actually need
• What can be outsourced
• Building a cost-efficient model that scales
• What’s in vogue: Private Credit, Evergreen (ELTIF & Part II), Active ETFs 

Thinking Beyond the US?

Come with your questions. Leave with a clearer understanding of the distribution, infrastructure and FX considerations involved in expanding beyond the US.

RSVP for your preferred session (BREAKFAST) or (LUNCH).

Attendance is complimentary and subject to host approval.