Search this Site
Join Our Email List
This form does not yet contain any fields.

     

    Introduction to Hedge Funds

    January 22, 2015, New York City

    Registration Fee: US$995.00     Register  

    Beginner/Intermediate Level, 7 CPE Credits
    Instructor: Charles Gates
    Hours: 9:00 am - 5:00 pm; Registration/Breakfast begins at 8:30 am
    Location: Club Quarters Hotel, 52 William Street (off Wall Street), NYC  Directions 

    Since the birth of hedge funds in 1949, the concept has not only grown geometrically, it has changed its very purpose. There is an ever increasing interest from entrepreneurs, trading professionals, investors and regulators. This one day program covers the environment in which these funds operate. We focus on the purpose, structure, strategies, revenues and regulatory oversight.

    Course Outline         

    Course Objectives 

    By the end of this course, participants should be able to:

    • Describe hedge funds and their role in asset management
    • Evaluate and analyze hedge fund strategies
    • Analyse contribution of hedge funds to portfolio management
    • Link investor motivations and fund selection
    • Discuss current regulatory framework for hedge funds

    Session 1: What are Hedge Funds

    By the end of the session the course participants will be able to:

    • Explain the origins of hedge funds  
    • Identify the role of hedge funds in portfolio management
    • Describe manager motivations and measuring performance
    • Evaluate the importance of “Risk-Adjusted” returns

    Session 2: Understanding Hedge Fund Strategies

    By the end of the session the course participants will be able to:

    • Evaluate a framework for analyzing hedge fund strategies
    • Employ different asset classes
    • Determine how derivatives are used in hedge funds

    Session 3: Common Hedge Fund Trading Strategies

    By the end of the session the course participants will be able to:

    • Distinguish and interpret the following strategies:
      • Equity Long/Short
      • Merger Arbitrage
      • Relative Value
      • Convertible Arbitrage
      • Credit Arbitrage
      • Capital Structure Arbitrage      

    Session 4: Hedge Fund Investors and Regulatory Issues

    By the end of the session the course participants will be able to:

    • Outline the universe of hedge fund investors
    • Identify Qualified Institutional Investors (QIBs) and HNW investors
    • Describe why investors choose particular funds
    • Discuss regulatory framework and issues