Hedge funds on average have underperformed and underwhelmed this year, but we don't paint them all with the same broad brush. Learn what this means to investors.Read more >
The webinar comprises discussion points relating to the latest developments and uncertainty surrounding AIFMD, the release of the draft "level 2" implementing rules, how the hedge fund industry is loddying for changes and the likely consequences if the EC does not consider these concerns.Read more >
The “Preparing Issuers for equity-based Crowdfunding” webinar is ideal for any company seeking to raise capital via the imminent crowdfund exemption as well as any professional guiding new crowdfund issuers such as investment bankers, investor-relations professionals, brokers, emerging portals, CPAs and attorneys.
Format will be as follows:
•Introduction – Dara Albright, Founder of NowStreet (5 minutes)
•Liz Kulik, CEO and co-founder of donation- and equity-based crowdfunding incubator ProHatch, will provide:
o Key differences between equity and other forms of crowdfunding,
oAn overview of the latest developments in equity crowdfunding,
oTips for ways issuers can begin preparing for their crowdfunding campaigns,
oConcrete steps to ensure issuers are ready to hit the ground running once equity crowdfunding goes live (15 min)
•Mary Juetten, Founder of Traklight will discuss protecting the issuers IP when Crowdfunding (15 min)
•Ruth Hedges, Founder of FundingRoadap will discuss becoming compliant for equity crowdfunding (15 min)
•Q & A (10 min)
The world has changed – sustained low global growth, negative interest rates, potential US rate hikes and geopolitical risks are just some of the reasons why volatility has risen in financial markets.
Gold, the world’s oldest asset class, out of vogue for quite some time, has been a beneficiary of this uncertain environment. The price of gold has rallied strongly in recent months and, once again, the yellow metal is performing as a hedge against generalised financial uncertainty.
A wave of financial innovation and regulatory reform is revolutionizing Wall Street and popularizing new asset classes aimed at democratizing the flow of capital and giving smaller investors and businesses greater opportunities to prosper. As a result, the financial services industry is undergoing a dramatic transformation that is rapidly rendering traditional banking and brokerage revenue models obsolete, conventional capital raising strategies unfeasible and typical asset class returns negligible.
NowStreet’s new webinar series, “Capitalizing on Financial Innovation” is designed to help broker-dealers, investment bankers, financial advisors, issuers and investors capitalize on this surge of industry disruption. Part I of this timely webinar series will focus on crowdfunding and is aimed at properly preparing investors, asset allocators and issuers for the forthcoming Crowdfunding Revolution. Webinar participants will be armed with the latest financial and legal knowledge from renowned crowdfund industry experts. They will also learn how to employ the social tools needed to succeed in this emerging industry.
* Dara Albright, Founder, NowStreet
* Richard J. Salute, CPA, Consultant with extensive expertise in capital markets and securities regulations
* Douglas S. Ellenoff, Partner at Ellenoff, Grossman & Schole
* Ruth Hedges, CEO of Funding Roadmap
Despite common wisdom, hedge funds are currently regulated under various statutes and have been the subject of lawsuits for alleged failure to conform to these regulations. However, there is little doubt that a series of regulatory and legislative initiatives will result in further restrictions both in the U.S. and abroad. These initatives will deal with effect a broad range of issues including registration, transparancy, risk management, investor relations, derivatives, due diligence, and capital requirement.
This presentation will cover existing regulations and legislation that influence hedge funds, as well as provide a review of the resulting litigation. We will also explore the likely future regulatory and legislative initiatives that will most likely change the manner in which hedge funds conduct business and the litigation issues that will dominate the industry in the future, with special emphasis on the likely changes in hedge fund regulation that will result from the Obama administration's financial reform initatives.
On May 8, 2009, AlixPartners will be sponsoring a webcast on one of the hottest and most controversial topics on Wall Street and in Washington: hedge funds.
Please join us as Philip Khinda of Steptoe & Johnson, Susan Markel of AlixPartners and Ellen Zimiles of Daylight Forensic & Advisory discuss the brave new world facing the hedge fund community and the coming wave of related regulation and enforcement initiatives.
This webinar will be presented by Prof. Jan de de Spiegeleer. The below items will be covered during this presentation:
- Overview of the performance of the asset class
- Overview of the market: difference in sector /geographical compostion of the Convertble Bond benchmarks versus the MSCI Worl Index
- Challenge of Convertible Bonds portfolio
- Hedgeable market risk
Easy-to-use, low-cost social media programs are helping smaller fund managers and advisors stand out in a crowded market. Advisolocity’s John Drachman and Zach Hedges open their casebook to show how increasing numbers of investment professionals are putting the Internet to work by establishing thought leadership themes, expanding their presence and measuring the results.Read more >
Social technologies continue to advance, offering you new ways to acquire and serve customers.
In this live online event, Protiviti interviews Rachel Happe, online community strategist and principal author of the 2012 State of Community Management report.
This report offers a rich range of experiences and perspectives from community management and social business practitioners at both large and small companies.
Join us to find out more about your current state of social business and what your competitors and others are offering.
This presentation, “Hedge Funds and Current Securities Litigation,” will focus on key issues and potential analyses in various types of litigation involving hedge funds. We will begin by providing an informational overview of hedge funds, including a review of defining features and challenges unique to these investment vehicles, as well as the different classifications of hedge funds. We will then provide a brief context on the dramatic growth in both the number of these funds and in their assets under management over the past decade. We will also discuss some of the trends affecting the evolution of the hedge funds industry and setting the stage for new potential developments in regulation, pricing, reporting, and management.
We will then examine some of the major concerns that have arisen relative to hedge funds, such as their performance relative to other investments and to their fees, and to the difficulty of measuring performance over time, and will refer to several well-known studies on the controversial topic of “hedge fund alpha.” We will conclude this first part of the presentation by examining the current regulatory environment for hedge funds.
Next, we will turn to issues in hedge fund litigation, beginning with a discussion of the complex relationships among key parties – the prime brokers, investors, auditors, and hedge funds, and we “follow the money” through a set of hypothetical trades. The rest of the presentation will take us through a detailed examination of specific kinds of hedge funds cases, including investor-focused litigation (Madoff-related matters), trading and market manipulation, including insider trading, late trading/market timing, conflict of interest cases, and cases involving prime brokers. For each of these examples, we will present potential analytical approaches to assessing issues related to liability and damages.
David K. Isom, Shareholder, GreenbergTraurig
Judge Ronald J. Hedges, Former US Magistrate Judge
Annie Goranson: Discovery Counsel, Symantec
Sean Regan, Product Marketing Manager, Symantec
Join the world leader in backup and archiving along with distinguished legal experts to discuss the changing role of backup technology in the enterprise.
* Are you having trouble navigating to the Safe Harbor?
* How do you know when you are there?
* Do your current policies prevent you from ever getting there?
No amendment to the 2006 FRCP has generated as much discussion as Rule 37(e), the so called Safe Harbor. IT and legal organizations continue to struggle defining the role of backup while courts continue to debate whether the inaccessible argument stands. In these rough waters one of the most important things in-house counsel and IT can do is to work together to define and understand the new role of backup.
Symantec welcomes IT and legal professionals to attend as our panel of experts discuss four key elements of backup and archiving:
Backup is for Recovery, Archiving is for Discovery: Sean Regan will review how the legal process changed the way we use and view backup technology in the enterprise.
Accessible or Inaccessible: Hear from Judge Ron Hedges about the current state of the accessibility argument and how courts evaluate a safe harbor claim.
Backup and Archive Retention Policies: David Isom, the founder and co-chair of Greenberg Traurig's national eDiscovery & eRetention Practice Group will review the Phillip Adams case and the role retention and information management policies play.
Archiving and Backup: Annie Goranson, Symantec’s Discovery Attorney will discuss where corporate counsel needs to insert itself in the backup and archiving discussion.
In response to the growing focus and interest in client asset protection and segregation models from the buy side, CDSClear is pleased to host a webinar to walk you through the basics and origin of various segregation options.
• EMIR update and European asset segregation regulatory framework
• Risks client assets might face and the cost of protecting against them
• CCP account structures and asset segregation models inside out: ISA, OSA, Full Physical Segregation
• "Asset Tagging" benefits
• Decision makers, legal advisors, collateral managers and operations managers, in asset management, pension funds, hedge funds, and fund administrators
• Impacted by EMIR OTC clearing mandate
CEO, CDSClear, LCH.Clearnet
Head of Business Development, Sales and Marketing, CDSClear, LCH.Clearnet
Head of Product Management, CDSClear, LCH.Clearnet
Director, Public Affairs at LCH.Clearnet
Interviewer: Brendan Maton
The JOBS Act allows hedge funds to advertise directly to investors for the first time. Hedge fund executives and marketing managers have set their sights on attracting the high net worth clients that have, until now, been the exclusive providence of wealth managers and financial advisors. Financial advisors and wealth managers need to educate themselves and their clients about the JOBS Act and hedge funds as well as strategically communicate their value proposition to their clients or risk losing them to hedge funds.Read more >
Why even consider the alternatives?
Why use ETFs to access alternative asset classes?
Exploring the menu of alternative asset classes accessible via the ETF wrapper:
- Hedge Funds
Hear from Maybank, Malaysia's largest financial services provider, about the opportunities ahead in Asian markets.
Maybank Asset Management has operations in Malaysia, Singapore, Indonesia and Thailand focused on Asian and Islamic investment solutions to both the retail and institutional segments.
Join our webinar on 10 December to hear from three of Maybank AM's top investment specialists on the current and future prospects for Asian macro outlook, Asian equities and dollar bonds.
Robin Yeoh, Regional Head of Equities
Robin has over 15 years of investment experience in Asian Equities and has had experience managing both traditional long only and alternative funds. Prior to Maybank, Robin was with Pengana Capital, the Hedge Fund arm of National Australia Bank where he was an Executive Director as well as co-manager at the award winning Pengana Asia Special Events hedge fund.
Kedar Wagle, CFA , Co-Head Of Equity, Alternative
Kedar is responsible for equity investments, as a co-portfolio manager of the Akshayam Asia Fund at Maybank Asset Management Singapore (MAMS). He has over 20 years of experience on buy-side investing across Asia, with a strong sector expertise in Telecom, Utilities, Financials, Property and Energy.
Rachana Mehta, Head of Fixed Income
Rachana is responsible for Fixed Income investments, with particular focus on BlueWaterz and alternative fixed income strategies, at Maybank Asset Management Singapore. She has over 20 years of experience managing Asian local currency government bonds, corporates and foreign exchange.
The event will be hosted and moderated by Funds Europe's editor-in-chief Nick Fitzpatrick.
This is a webinar suitable for investors interested in the developments of the South East Asian markets across sectors.
Join Norman Mains as he discusses:
What are the advantages of liquid alternatives?
How does the historical performance of liquid alts compare?
How do liquid alts fit into investor portfolios?
Investment panel discussions aim for respectful disagreement among professionals, though this is easier said than done.
Moderator Rob Martorana shares lessons about respectful disagreement from running a hedge-fund website, and his guests discuss their experiences on various social media platforms.
Finally, we offer an illustration of respectful disagreement among professionals: We discuss the pros and cons of robo advisor services from Vanguard and Schwab.
Too many organizations are focused on what issues others are having and don't pay enough attention to what inherent cybersecurity risks they are facing.
Today's speaker, Jay Schulman, Principal Security and Privacy at RSM US LLP will walk through a concept called "Organizational Threat Modeling." Learn to take a holistic approach to security and look at the overall threats to the organization and then determine a method to address, accept or hedge risks.
Heightened volatility in the foreign exchange ("FX") markets has increased the level of risk that companies face. Managing currency exposures inherent in the globally diversified portfolios is now front and center for many firms, including alternative fund managers as a topic of interest, particularly among oversight boards with fiduciary responsibility.
BNY Mellon’s Currency Administration group provides an outsourced passive currency hedging service that helps companies manage the currency risk of their international portfolios. In this seminar we will discuss how hedge programs may help reduce the operational and financial risk of foreign currency exposures.
- Currency Administration
- Market Update
1. Why you should still stay invested in bonds
Because bonds are a natural hedge of other asset classes such as equities but it means that you MUST favour high-quality bonds only, with good liquidity and without high correlation to equities in order to deliver positive performance when stock markets are in negative territory.
2. What are the asset classes that should be favoured?
In EUR, we favour APP (Asset Purchase Program) bonds (Govies + PSPP + CSPP), i.e. bonds bought by the ECB (EUR 80 billion/month) and in USD, we stay overweight long US Treasuries (both 30y nominal bonds and TIPS which are inflation-linked). In USD, we also favour high quality emerging bonds (but high quality only). We avoid any kind of bonds which eventually behave like equities in bear markets (high yield, deeply subordinated bank debt).