Hedge Funds are the fastest growing sector of the financial industry.
Hedge Funds do handle huge amounts of money, and their highly leveraged business carries enormous risks. Those risks should be reflected in the capital that Hedge Funds hold. The idea
that Hedge Funds have enough capital today, as an adequate cushion for crisis situations,
appears entirely counter-intuitive. If a hedge fund cannot fulfil its obligations, large counterparties
could be affected.
What sort of investment strategies could be employed? Today, traditional asset managers are
looking to develop their own Hedge Funds as alternative offerings to their clients.
The seminar will discuss the unique characteristics of alternative investments that make investing
in Hedge Funds extremely challenging. There will also be discussion about the development
and features of Hedge Funds, including the most popular strategies and the risk management
necessary to ensure success when investing in Hedge Funds.
This training presents a comprehensive and accurate picture of the hedge fund industry, various
hedge fund strategies, Hedge Funds operations, and considerations for hedge fund investors.
• The Need for Hedge Funds in a Volatile Economy
• Describe the main characteristics of Hedge Funds
• Discover the lucrative benefi ts of Hedge Funds
• Distinguish among the different types and styles of Hedge Funds
• Explain who invests in Hedge Funds and Why
• Identify the issues and risks faced by Hedge Fund managers and Hedge Fund investors
• The Custodians of Hedge Funds
• Sales of Hedge Products
• Develop a Tactical Portfolio Construction Methodology for Running Portfolio of Hedge Funds
• Understand the changing Hedge Funds clientele
• Review the different strategies of a Hedge Fund such as long/short, convertible arbitrage,
mergers and acquisition arbitrage, credit & capital structure arbitrage, government bond
arbitrage, mortgage backed securities, CDO and securitized product trading strategies and
many others
• Examine the Process of Due Diligence involved in selecting an appropriate Hedge Fund
• Manage Investment Risk in Hedge Funds
• Regulate the Control of Hedge Funds and many more essential topics…..
This is a must attend event for anyone
involved with the Hedge Funds arena. It is
highly practical, market-focuses and the
information you will gain is based firmly on
an understanding of risk form all corners of
the globe. It is a must for all
• Hedge Fund Managers and Analysts
• Portfolio Managers
• Investment Managers
• Chief Investment Officers/Operations/
Back Office Managers/ working in Hedge
Funds
• Risk Managers
• Investment Managers and Analysts
• Regulators
• Sales Managers
• Private Bankers
• Private Client Financial Service Providers
• Business Development Managers
• Client Relationship Managers
• Corporate Finance Managers
• Treasurers and Traders
• Brokers and Custodians
• Structured Product Designers
• Fund Administrators
• Family Offices
• Individual Investors
• Legal and Compliance Officers
He is an international Institutional Investment Advisor living and working in Geneva, Switzerland. Having begun his career in the international investment field in the early 1980s, he worked for a variety of world class banks including Nomura, Citicorp Vickers da Costa, Barclays de Zoete Wedd in Tokyo, Geneva, and New York, before opening the first office of UBS Securities in Switzerland. Currently, he divides his time between advisory and consulting. He has also taught finance at a variety of international graduate business schools, including Thunderbird, the Garvin School of International Management, www.t-bird.edu and has created a hedge fund investment course for bank executives and portfolio managers. His career interests revolve around hedge fund investment and institutional asset allocation and as an international asset management consultant, he has advised a variety of institutional investors primarily on their alternative asset allocations. He has also advised institutions on setting up
Hedge Fund backed structured products and publicly distributed funds of Hedge Funds, as well as representing various to institutional investors. He is also an advisory board member to Infiniti Capital, a Swiss-based family office and global fund of hedge fund. He is a frequent speaker at hedge fund and asset management conferences around the world.
His previous clients include Great Eastern Singapore, Citicorp Alternative, Global Investment House, Ontario Teachers Pension Plan Board and many others.
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