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Event Detail

A Taxonomy on Hedge Funds

Date, Time, and Location:
Thursday, September 25, 2003 (add this event to your Outlook Calendar)
8:00 AM - 12:00 PM

We are pleased to announce our 2nd Annual Hedge Funds Seminar…


We realize that there has been a myriad of Hedge Fund seminars offered by every trade group, university, and hedge funds themselves in the past year.


But hardly anyone is telling us what this investment product is all about in basic terms and where it fits in the portfolio management process (i.e. perhaps vested interests?)


To sort out the confusion, the Society and its Education Advisory Group designed this seminar to educate you on –


  • The basic structure of hedge funds & key legal issues that must be in the agreement,
  • The overall investment universe of hedge funds including benchmarks,
  • The various hedge fund strategies and how to diversify “strategy,”
  • How money managers currently use hedge funds in asset allocation in investment optimization, and
  • Positioning fund of hedge funds with clients and registered fund of hedge funds - the practice management implications of this relatively new investment option.


For example, there are 5,000 hedge funds and 1,500 commodity fund advisors (CTAs), the vast majority of which have less than $25 million under management. According to industry data, nearly 60% of all hedge funds play in the space of “long short” strategies, which in nearly all cases have a “long bias!!”


This is just a sampling of the information you will be receiving at this seminar. It is well worth your time in career enhancements and improving the performance and risk management profiles of your client portfolios.


Jay Taparia, CFA, Director of Education

and

The Education Advisory Group

AGENDA


8:00 AM - 8:30 AM

Registration and Coffee


8:30 AM

"How are Hedge Funds Structured"


Pat O'Malley, CPA

Managing Partner

Coleman, Epstein, Berlin & Company, LLP


9:15 AM

"Analyzing the Various Hedge Fund Strategies & Benchmarks"


Steve Riley, CFA

Director of Marketing

Efficient Capital Management


10:00 AM

Break


10:15 AM

"How an Institutional Manager Applies Hedge Funds"


Walé F. Adeosun, CFA

Managing Director

John D. and Catherine T. MacArthur Foundation


11:00 AM

"Positioning Fund of Hedge Funds with Clients"


Kirk C. Strawn, CFA, CIMA

Director of Intermediary Sales

Man Investments, Inc.


12:00 PM

Adjournment

EARLY REGISTRATION DISCOUNT 15%

Before September 12 - $166.00

After September 12 - $195.00


Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.