Infovest21 Morning Investor Seminars http://infovest-21.org Infovest21 holds monthly morning seminars for investors Wed, 09 May 2012 20:34:31 +0000 en hourly 1 http://wordpress.org/?v=3.3.2 May 15 – Liquid Hedge Fund Series: Due Diligence and Hedged Mutual Funds http://infovest-21.org/may-15-liquid-hedge-fund-series-due-diligence-and-hedged-mutual-funds/ http://infovest-21.org/may-15-liquid-hedge-fund-series-due-diligence-and-hedged-mutual-funds/#comments Wed, 25 Apr 2012 19:07:26 +0000 Infovest21 http://infovest-21.org/?p=153 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

]]> http://infovest-21.org/may-15-liquid-hedge-fund-series-due-diligence-and-hedged-mutual-funds/feed/ 0 June 28 Liquid Hedge Fund Series: Managers in Two Worlds http://infovest-21.org/june-28-liquid-hedge-fund-series-managers-of-two-worlds/ http://infovest-21.org/june-28-liquid-hedge-fund-series-managers-of-two-worlds/#comments Wed, 04 Apr 2012 21:21:45 +0000 Infovest21 http://infovest-21.org/?p=150 7:45-8:00 AM Registration

8:00-11:00 AM Seminar

Managers who have hedge funds and hedged mutual funds will discuss investment themes and how they implement those themes in different types of vehicles.

Rick Lake, Lake Partners

Others to be announced

 

<a href=”http://infovest21.com/nc/nc_register.php3?id=367″ title=”Register”><strong>Register</strong></a><BR><BR><BR>

 

]]> http://infovest-21.org/june-28-liquid-hedge-fund-series-managers-of-two-worlds/feed/ 0 April 19 Liquid Hedge Funds: Institutional Interest, Retail Product Design and Distribution Requirements http://infovest-21.org/april-19-liquid-hedge-funds-retail-product-design-and-distribution-requirements/ http://infovest-21.org/april-19-liquid-hedge-funds-retail-product-design-and-distribution-requirements/#comments Tue, 20 Mar 2012 05:18:25 +0000 Infovest21 http://infovest-21.org/?p=144 7:45-8:00 Registration

8:00-8:45 Retail Product Design and Distribution Requirements

8:45-9:30  Institutional Fund of Funds Case Study

9:30-10:15  How Liquid Hedge Funds are Being Used by Institutions

10:15-11:00 Lighthouse-361 Capital Joint Venture; Next Generation of Product

Speakers:

Daniel Celeghin, Casey Quirk

Jim Dilworth, Simple Alternatives

Margaret Belmondo, PFM Advisors

 Chad Greenberg, 361 Capital

]]> http://infovest-21.org/april-19-liquid-hedge-funds-retail-product-design-and-distribution-requirements/feed/ 0 March 14 – Morning Investor Seminar – Untapped Opportunity for Hedge Funds and Funds of Funds – 40 Act Funds 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

This seminar is geared toward investors who are contemplating the differences between hedge funds and hedged mutual funds. It is also geared toward the manager who is considering whether hedge funds and hedged mutual funds are complementary or competitive.

8:00-11:00 Program

  • Investor case studies
  • Overview (the current environment, potential for growth, fee structure)
  • Comparison: Ucits vs 40 Act funds
  • Comparison: Hedge funds vs hedged mutual funds
  • Manager case study
  • Funds of funds case study
  • Institutional interest?

 

]]> 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

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