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ODD – current focus areas and best practices in 2016
This program will discuss current focus areas in operational due diligence. The panel will offer the perspectives of an ODD consultant, an institutional investor and a manager – of key ODD focus areas in 2016 as well as best practices now being adopted.
Speaker: Bruce Mark, Managing Director of Operations at MKP Capital Management, L.L.C.
Speaker: Adrian Sales, Partner and Global Head of Operational Due Diligence at Albourne
Moderated by: Kevin Edwards, Senior Investment Director, Hartford HealthCare
China, the worlds second largest economy is expected to take the # 1 spot from the US some time this century. Before the industrial revolution however, China had the worlds largest GDP, and so the emergence of China is really more of a reversion to the mean. Today, China is driving to modernize its economy and transition from a low cost manufacturing hub to a high quality manufacturing hub with a robust service industry and thriving middle class.
As part of this larger effort, China is growing its financial services sector, including asset managers, hedge funds and private equity. They are attempting this with a more primitive capital market system that is being overseen by the Chinese communist party. As a result, there have been booms and busts, and cases of hedge fund managers being pulled off the streets by the police.
Join us on September 8 as we take a closer look into the Chinese economy, its capital markets and growing asset management industry.
Speaker: Arthur R. Kroeber, Head of Research at Gavekal Dragonomics
Speaker: Ted Wang, CIO of Puissance Capital
Speaker: James Xu, Head of China Corporates North China - Standard Chartered Bank (SCB) China
Modern Portfolio Theory was developed in 1952, only three years after the first hedge fund was launched. Both MPT and hedge funds likely existed independent of each other for many years. Over the past 15-20 years hedge funds have moved from definitely being an "alternative" to much more mainstream acceptance. No investment officer talks of their allocation to mutual funds, yet there are those who talk about allocations to hedge funds.
Today, when considering asset allocation and portfolio construction, allocators more and more look through the structure to the underlying investment strategies and risk factors. Long-short equity is being grouped with global equities and macro with diversifying strategies. Join us as we discuss this evolution and hear first-hand how today's leading investment professionals are thinking about hedge funds' role in portfolio construction and asset allocation.
Speaker: Jenna Bussman-Wise, CAIA, Vice President - AIG Investments
Speaker: Julia Mord, Director - Tulane University Investment Office
Moderated by: David Burke, Partner - Client Solutions - MKP Capital Management
The Connecticut Hedge Fund Association pleased to kick off its 2016 programming year with a symposium focused on allocation opportunities for CT based and other preferred managers. The program will feature Deborah Spalding, CIO of the CT Retirement Plans Trust Funds to discuss programs available within CT to foster the growth of CT based, women or minority owned firms. Also joining the discussion is Andrew Finver of San Francisco based Progress Investment Management Company. Progress specifically targets women and minority owned firms for its institutional mandates. The symposium will be moderated by Steve Kennedy of Albourne, one of the world's largest alternative investment consulting firms.
Speaker 1: Deborah C. Spalding, CFA, Chief Investment Officer at the Connecticut Office of the State Treasurer
Speaker 2: Andrew Finver, Director of Hedge Fund Research, Progress Investment Management Company
Moderator: Steve Kennedy, Partner, Portfolio Analyst, Albourne America LLC
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