Understanding Hedge Funds

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Oct 2013 London

Course Description

The hedge fund industry had been growing at a staggering pace since the early 1990’s, from just a few hundred funds to somewhere in the excess of 10,000 today. In 2008 the industry faced one of its worse years with poor returns and investor redemption. When did it all begin and how did it all go wrong? 

Since 2009 we saw a dramatic return to form with assets under management returning to pre-crisis levels of around $2 trillion. So the future is all rosy now?

Hedge Funds claim to produce high returns with low volatility, low correlation and low probability of losses. Sounds too good to be true? Well many funds are able to achieve this, but how?

This 1 day training explores the characteristics of the hedge fund in the context of recent market events. The course is designed to help you understand the structure as well as the main types of hedge funds and their investment styles and strategies.

You will have a chance to explore and assess different aspects of this asset class as well as gain a solid understanding of the evolving role of custodians, brokerage houses and fund administrators.

What Will You Learn

By the end of this course you will:

  • Understand hedge funds structure and be able to estimate risk characteristics
  • Define different hedge fund strategies
  • Be aware of the latest strategies in the hedge funds industry and how the latest market events affected this sector
  • Examine pros and cons of implementing hedge funds in the investment portfolio
  • Have a clear understanding of the regulatory and legal issues related to hedge funds and finally
  • Be able to define the roles of prime brokers, custodians and fund managers

Main Topics Covered During This Training

  • Traditional investing
  • When did it all begin and how did we get to where we are?
  • The main players
  • The current environment
  • Prime brokers and what they do
  • Legal structures
  • Investing in Hedge Funds
  • Hedge fund case studies
  • The challenges ahead: regulations and their impact
  • Equity hedge strategies
  • Event Driven strategies
  • Global Macro strategies
  • Convertible arbitrage strategies
  • Industry performance measures

Who Should Attend

With no pre-requisites this course is for those new to working with Hedge Funds or people requiring further knowledge of the industry.

From Investment Banks, Asset and Fund Managment, Private Banking and Institutional Investors managers and Team Memebers of:

  • Risk Management
  • Fund Management
  • Sales & Distribution Management
  • Investor Solution Teams 
  • Audit, Legal & Compliance Teams 
  • Pension Fund Managers & Trustees
  • Custodians & Fund Administrators 
  • Prime Brokers
  • Family Office Investors 
  • Hedge Fund Analysts 
  • Structured Products Managers
  • Investment Advisory
  • Investor Relations
  • Investment Risk & Performance
  • Relationship/ Wealth Management
Register Now

Oct 2013 London

Group discount: 3 people - 10% discount. Delegates have to be from the same company and register at the same time in order to claim the discount.

Understanding Hedge Funds - 1 Day Programme

08.45 Registraiton and morning coffee 

09.00 The hedge fund industry and its players

  • Traditional investing
  • When did it all begin and how did we get to where we are?
  • The main players
  • The current environment
  • Prime brokers and what they do
  • Legal structures

 

1030 Coffee break 

10.45 Hedge funds past, present and the future

  • Investing in Hedge Funds
  • Hedge fund case studies
  • The challenges ahead: regulations and their impact

 

12.30 Lunch Break 

13.30 The most common hedge fund strategies 

  • Equity hedge strategies
  • Event Driven strategies
  • Global Macro strategies
  • Convertible arbitrage strategies

 

15.00 Coffee Break

Convertible strategies and performance measures 

  • Hedge Fund Performance measures
  • Industry performance measures 

 

17.00 Course ends

Spencer Morris

Spencer brings to the classroom 20 years of experience in finance, 16 in banking including 6 plus years working directly on trading floors. He has a speciality in teaching the O’Connors Derivatives programs, still regarded as the ‘badge’ for option traders at UBS. 

He delivers training in a wide range of financial products and enjoys teaching complicated topics in an easy to understand way, relating topics to day-to-day life. 

Spencer has an entertaining and lively style – which has proven to be an effective delivery method. He believes that teaching is something to be enjoyed rather than endured.

Spencer’s career has most recently included being the executive director of Financial Markets and Risk Education at UBS, a floor-based client trainer at Credit Suisse, a UBS Financial Markets Trainer, Exotics and Structured Products specialist (Equities and Rates) at UBS, Derivatives Products Controller at Nomura Options International and Auditor at Arthur Andersen.

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Understanding Hedge Funds <p>The hedge fund industry had been growing at a staggering pace since the early 1990&rsquo;s, from just a few hundred funds to somewhere in the excess of 10,000 today. In 2008 the industry faced one of its worse years with poor returns and investor redemption. When did it all begin and how did it all go wrong?&nbsp;</p> <p>Since 2009 we saw a dramatic return to form with assets under management r ... 1380585600 London