Infovest21 Morning Investor Seminars http://infovest-21.org Infovest21 holds monthly morning seminars for investors Mon, 06 Feb 2012 07:28:09 +0000 en hourly 1 http://wordpress.org/?v=3.3.1 March 14 – Morning Investor Seminar – Institutions Reassess Hedge Fund Fees http://infovest-21.org/march-14-morning-investor-seminar-institutions-reassess-hedge-fund-fees/ http://infovest-21.org/march-14-morning-investor-seminar-institutions-reassess-hedge-fund-fees/#comments Mon, 06 Feb 2012 07:18:31 +0000 Infovest21 http://infovest-21.org/?p=141 7:45-8:00 Registration

Overview of Fee Situation

Institutions Decompose Returns/Fees

Hurdle Rates

Role of Strategy

]]> http://infovest-21.org/march-14-morning-investor-seminar-institutions-reassess-hedge-fund-fees/feed/ 0 April Infovest21 Morning Investor Seminar – Impact of 2012 US Elections and European Debt Crisis http://infovest-21.org/infovest21-morning-investor-seminar-impact-of-2012-us-elections-and-european-debt-crisis/ http://infovest-21.org/infovest21-morning-investor-seminar-impact-of-2012-us-elections-and-european-debt-crisis/#comments Fri, 13 Jan 2012 05:00:16 +0000 Infovest21 http://infovest-21.org/?p=138 US macroeconomic outlook and election impact

  • analysis of previous election year impact
  • political agenda
  • tax outlook

Economic and regulatory impact

  • industries and sectors
  • public markets
  • corporations: Large cap vs small cap
  • commoditites

Europe

  • debt crisis, downgrades and political/economic outcome
  • outlook for corporations/sectors
  • currency issues
  • opportunities and challenges

Asia

  • trade and currency hot button issues
  • Central bank actions
  • looking past China’s real estate bubble
  • sovereign investments
]]> http://infovest-21.org/infovest21-morning-investor-seminar-impact-of-2012-us-elections-and-european-debt-crisis/feed/ 0 Infovest21 Feb 15, 2012 – Morning Investor Seminar/Breakfast: The Due Diligence Mystique of the Large Hedge Fund Manager http://infovest-21.org/infovest21-feb-15-2012-morning-investor-seminarbreakfast-the-due-diligence-mystique-of-the-large-hedge-fund-manager/ http://infovest-21.org/infovest21-feb-15-2012-morning-investor-seminarbreakfast-the-due-diligence-mystique-of-the-large-hedge-fund-manager/#comments Tue, 13 Dec 2011 02:42:04 +0000 Infovest21 http://infovest-21.org/?p=135 Case Studies – What Went Wrong

Warning Signals/Red Flags

Myth #1 – We know the manager personally

Myth #2 – You don’t have to do due diligence as large US public pensions are heavy allocators and their consultants have already done the due diligence

Myth #3 – Too big to fail argument

Myth #4 – Manager has never had a down year

Myth #5 – Manager has a 15-year track record

Speakers:

Maura Harris, Permal

Dennis Heskel, Lyxor

Frank Travers, Larch Lane

Others to be announced

Moderator: Lois Peltz, Infovest21

]]> http://infovest-21.org/infovest21-feb-15-2012-morning-investor-seminarbreakfast-the-due-diligence-mystique-of-the-large-hedge-fund-manager/feed/ 0 Jan 17, 2012 – Institutional Policy Debate on Global Macro, Commodity Investing, CTAs and Real Assets http://infovest-21.org/jan-17-2012-institutional-policy-debate-on-commodity-investing-ctas-and-real-assets/ http://infovest-21.org/jan-17-2012-institutional-policy-debate-on-commodity-investing-ctas-and-real-assets/#comments Wed, 30 Nov 2011 05:07:33 +0000 Infovest21 http://infovest-21.org/?p=133 Institutions are increasingly debating the issue of global macro, commodity investing, CTAs and real assets.

While there are many benefits associated with commodity and CTA investing such as non-correlation, many institutional investors are debating its value. The seminar will examine both sides of the argument.

  • Case studies
  • Various approaches (global macro, commodity focused hedge funds, CTAs, physicals, commodity equity, gold funds, real assets, timber etc)
  • Has making commodities an investment vehicle inflated the price of commodities? Has it added to volatility of the markets?
  • Backwardation
  • Counterparty risk/ Implications from the MF Global scandal

 Speakers:

Tyler Stevens, Commonfund

Scott Mixon, Lyxor

Don Steinbrugge, Agecroft Partners

Srinivas Thiruvadanthai, Levy Consulting

Moderator: Lois Peltz, Infovest21

]]> http://infovest-21.org/jan-17-2012-institutional-policy-debate-on-commodity-investing-ctas-and-real-assets/feed/ 0 December 1, 2011 – Due Diligence and Investigative Issues http://infovest-21.org/december-1-2011-due-diligence-and-investigative-issues/ http://infovest-21.org/december-1-2011-due-diligence-and-investigative-issues/#comments Thu, 17 Nov 2011 18:29:07 +0000 Infovest21 http://infovest-21.org/?p=130 Hedge Fund Due Diligence and Preventative Issues

  • Case studies of ongoing hedge fund fraud and litigations
  • Tools for investor due diligence: Background checks, investigations etc
  • International checks
  • Pre-deal/pre-hire due diligence
  • Irregularities/ red flags such as valuation issues, hidin losses, overstating assets, misrepresentations etc

Enforcement Hot Button Issues

  • Quantitative traders
  • Fraud and use of side pockets to hide poorly performing assets
  • Managers liquidating their holdings ahead of investors

Role of Operational Due Diligence and Chief Compliance Officer

New regulation and compliance

  • Counterparty risk
  • Corporate governance and role of directors

Speakers:

Michael Paciullo, International Asset Management

Eric Lazear, FQS Capital Partners

Lisa Conrad, Angelo Gordon

Tyler Maroney, The Mintz Group

 

Sponsored by The Mintz Group

]]> http://infovest-21.org/december-1-2011-due-diligence-and-investigative-issues/feed/ 0 Nov 17, 2011 – Infovest21 Morning Seminar – Institutional Investors Transform the Hedge Fund Investing Landscape http://infovest-21.org/nov-17-2011-infovest21-morning-seminar-institutional-investors-transform-the-hedge-fund-investing-landscape/ http://infovest-21.org/nov-17-2011-infovest21-morning-seminar-institutional-investors-transform-the-hedge-fund-investing-landscape/#comments Thu, 17 Nov 2011 18:20:39 +0000 Infovest21 http://infovest-21.org/?p=129 Institutions continue to shape the hedge fund/funds of funds industry. This seminar will examine some of the trends and creative products that are evolving.

Institutional trends and needs

  • Increasing institutionalizaiton of the hedge fund business
  • Long term asset allocation trends for large US public pension funds
  • Asset flows
  • Manager searches/new mandates
  • Performance dispersion
  • Debate over commodities

Product Trends

  • Co-investing, strategic joint ventures
  • Hedge-fund style mutual funds
  • Broader mandates vs focused vs opportunistics
  • Customized portfolio vs advisory
  • Niche strategies

Evolving role of funds of funds in institutional portfolios

  • Core and satellite
  • Replacement searches
  • Multi-strategy products
  • Fund of managed accounts

Evolving Role of the Consultant

  • Similarities/differences with funds of funds
  • Outsourced CIO

Panelists:

Jordan Foster, Marshall Wace Asset Management

Jon Lukomnik, Sinclair Capital

Mihir Meswani, Sandalwood Securities

Sherri Rossoff, The Rock Creek Group

]]> http://infovest-21.org/nov-17-2011-infovest21-morning-seminar-institutional-investors-transform-the-hedge-fund-investing-landscape/feed/ 0 Infovest21 Morning Investor Seminar: How to Survive Volatile Markets – Oct 18, 2011 http://infovest-21.org/infovest21-morning-investor-seminar-how-to-survive-volatile-markets-oct-18-2011/ http://infovest-21.org/infovest21-morning-investor-seminar-how-to-survive-volatile-markets-oct-18-2011/#comments Fri, 07 Oct 2011 19:57:54 +0000 Infovest21 http://infovest-21.org/?p=127
  • The current environment
  • Ways to lower volatility
  • Specific strategies – opportunities and challenges
  • Other factors to consider

    • Speakers

    Matthew Piepenburg, Massey Quick

    Susan Webb, Appomattox Advisory

    Rob Picard, Boxtree Capital

    ]]>     http://infovest-21.org/infovest21-morning-investor-seminar-how-to-survive-volatile-markets-oct-18-2011/feed/ 0     Infovest21 Morning Investor Seminar – Institutional Needs Continue to Shape the Hedge Fund Industry – Nov 17 http://infovest-21.org/infovest21-morning-investor-seminar-institutional-needs-continue-to-shape-the-hedge-fund-industry-nov-17/ http://infovest-21.org/infovest21-morning-investor-seminar-institutional-needs-continue-to-shape-the-hedge-fund-industry-nov-17/#comments Fri, 07 Oct 2011 19:53:33 +0000 Infovest21 http://infovest-21.org/?p=126 Institutional trends and needs

    Creative products

    Managed accounts, Ucits

    Evolving role of funds of funds

    Role of consultant, outsourced CIO

     

    ]]>     http://infovest-21.org/infovest21-morning-investor-seminar-institutional-needs-continue-to-shape-the-hedge-fund-industry-nov-17/feed/ 0     Infovest21 Morning Investor Seminar – Structuring An Alternative Advisory Business for Growth – June 6, 2011 http://infovest-21.org/infovest21-morning-investor-seminar-structuring-an-alternative-advisory-business-for-growth-june-6-2011/ http://infovest-21.org/infovest21-morning-investor-seminar-structuring-an-alternative-advisory-business-for-growth-june-6-2011/#comments Fri, 07 Oct 2011 19:46:46 +0000 Infovest21 http://infovest-21.org/?p=124
  • The environment today and what it means for different models
  • Why client composition is important
  • Geographic considerations
  • Organic growth versus acquisition
  • Long term implications and lessons learned

    • Speakers:

    Michael Manning, Stratton Capital

    Roland Eberhard, Basel Asset Mgt

    Gregory Kaminksy, Lazard Asset Mgt

    Robert Parauda, Lanx Management

    John Trammell, Cadogan Management

    ]]>     http://infovest-21.org/infovest21-morning-investor-seminar-structuring-an-alternative-advisory-business-for-growth-june-6-2011/feed/ 0     Infovest21 Investor Morning Seminar – Consultants Discuss RFP Trends and Institutional Quality Managers – May 23, 2011 http://infovest-21.org/infovest21-investor-morning-seminar-consultants-discuss-rfp-trends-and-institutional-quality-managers-may-23-2011/ http://infovest-21.org/infovest21-investor-morning-seminar-consultants-discuss-rfp-trends-and-institutional-quality-managers-may-23-2011/#comments Fri, 07 Oct 2011 19:10:12 +0000 Infovest21 http://infovest-21.org/?p=122 Defining “Institutional Quality”

    Trends in RFPs

    Other RFP Issues

    Speakers:

    Greg Dowling, Fund Evaluation Group

    Neel Mehta, Towers Watson

    Susan Soh, Perella Weinberg Partners

    Drianne Benner, Appomattox Advisoru

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