May 15 – Liquid Hedge Fund Series: Due Diligence and Hedged Mutual Funds

By Infovest21 | April 25, 2012

7:45-8:00 Registration

8:00-9:00 How Due Diligence of Liquid Hedge Fund Managers Differs From Traditional Hedge Funds

 Wealth managers who allocate to hedge funds and liquid hedge funds will discuss how due diligence differs between the two groups. Attention will be paid to sourcing managers, selecting managers, assessing short selling stocks, monitoring and risk management as well as operational due diligence.

9:00-10:00 Comparison of Track Records, Assets Under Management and Fees

The panel of investors will discuss how they compare track records, assets under management and fees of hedge funds managers and traditional hedge fund managers. Return/liquidity trade-off will be assessed.

10:00-11:00 How Wealth Managers and Mutual Fund Companies Select Sub-Advisors

Wealth managers and mutual fund companies will discuss how they select sub-advisors to run their alternative funds of funds.

Panelists:

Gunjan Banati, Allegheny Financial

Greg Silberman, Wilmington Trust

Larry Chiarello, SkyView Advisors

Topics: Infovest21 Investor Morning Seminar | No Comments »

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