Working with Hedge Fund Consultants

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   Thursday September 12th   |  Working with Hedge Fund Consultants

Multiple reports from asset managers show that hedge fund allocations are on the rise. One report from Hedge Fund Research, shows hedge fund assets peaked at $2.52 trillion in Q3 last year. A J.P. Morgan report found that institutions were responsible for 60% of these assets, up from 43% in 2007. Another report from Deutsche Bank showed that 57% of institutional investors surveyed increased the assets they placed in hedge funds in 2012. As institutional investment in hedge fund strategies continues its rapid growth, education regarding this complex asset class is increasingly vital, and the role of the pension consultant as gatekeeper and trusted advisor has never been more important. The CTHFA’s 3Q symposium will discuss the role of the pension consultant and provide our members with valuable insights into the inner working of these organizations and how best to approach them and get your story heard.

Indian Harbor Yacht Club in Greenwich, CT
710 Steamboat Road
Greenwich, CT 06830
(203) 869-2484

 

5:30 - 6:30 - Registration, Cocktails and Networking
6:30 - 7:30 - Main program
7:30 - 8:30 - Cocktails and Networking

 

David Harmston, partner and global head of Albourne’s Client Group

David Harmston is a Partner and Global Head of Albourne’s Client Group and previously head of US operational due diligence. His current responsibilities include overseeing business development and client service globally. Harmston joined Albourne Partners Ltd in London in 2000, where he successfully managed the launch of the Village Web site. In 2001, he left the London office to set up Albourne America LLC in San Francisco where he remained until early 2007. He then moved to Connecticut to open up an office for Albourne in Rowayton.

Early in his career, Harmston spent four years at JP Morgan Investment Management (London). Harmston received an MBA from the University of Cape Town in 2000 and is a member of CAIA.

 

Thomas Forma, Senior Vice President- Global Institutional Consulting Group at Merrill Lynch

Connecticut Magazine named Tom one of the State's Top Financial Advisors (March 2008). Tom joined Merrill Lynch in 1982 and is one of only 65 Institutional Consultants accredited by Merrill Lynch to work with institutional client accounts over $50 million.

Prior to joining Merrill Lynch Tom was the Executive Director of a non-profit agency for more than four years. Community involvement while at Merrill Lynch has included serving as President of an agency of the United Way of South Eastern Connecticut and President of the Eastern CT Estate & Tax Planning Council. He is a member of the Government Finance Officers Association of Connecticut, where he was part of the committee that wrote the GFOA-CT "Sample Short-Term Investment Policy for Connecticut Municipalities" (1996). When his Congressman created a non-profit business incubator, Tom was its first Treasurer.

Tom taught Sociology and Anthropology for several years at the University of Connecticut and Eastern Connecticut State University. He earned his B.A. cum laude at the University of Pennsylvania and his M.A. at the University of London, England.

 

Razmig Der-Tavitian, Senior Associate Wilshire Funds Management

Razmig leads the group’s research on Equity Hedge and Event Driven hedge fund strategies.

Prior to joining Wilshire, Razmig worked at Dorchester Capital Advisors, a fund of hedge funds, conducting manager due diligence on Equity Hedge and Event Driven hedge fund strategies. Razmig earned his B.S. from California State University, Northridge concentrated in Finance with a minor in Economics. He holds the Chartered Financial Analyst (CFA) designation and the Chartered Alternative Investment Analyst (CAIA) designation.

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