The Home of Connecticut’s Alternative Investment Community
Welcome to 2017 and another busy programming year from the CTHFA. As many of our member firms are seeking to grow their assets, we are beginning the year by focusing on another investor segment - funds of hedge funds. The $400 billion FOF industry is an important investor segment for single hedge funds, and a crucial investor base for smaller and niche managers that are often too small to accept investments from larger institutional investors.
In our FOF program, we will hear from two local funds, each with a unique perspective on manager selection, the state of hedge funds generally, as well as the opportunities and challenges of the fund of funds business going forward.
Speaker: Robert Christian, Senior Managing Director, Head of Research, K2 Advisors
Speaker: George Fox, President & Co-Founder Titan Advisors
Moderated by: Thomas S. Kreitler, Partner, Eaton Partners
Family offices are emerging as a new force on Wall Street as wealthy families are becoming more aware of their clout, either as single family entities or as members of family syndicates. Wealthy families were early adopters of alternative investments, including real estate, venture capital, private equity and hedge funds.
Today, family investment units continue to seek out alternative investment opportunities, but they are doing so with a new sense of their bargaining strength and are more inclined towards co-investment and customized solutions. For CTHFA’s 2Q symposium we have brought together J.H. McLaughlin & Co., a family office consultant, GenSpring Family Offices, a leading multi-family office and Geller & Company, a firm that provides wealth management services to family offices.
Speaker: Spencer Boggess, Managing Director, Alternative Investments Research at SunTrust Advisory Services
Speaker: Barbara Parker, CPA, Chief Financial Officer at Geller & Company
Moderated by: Jamie McLaughlin, founder of J. H. McLaughlin & Co., LLC.
The September 14th CTHFA event will focus on Autonomous Learning Investment Strategies (ALIS) and how it is rapidly transforming the investment management business. With the confluence of machine learning, data science and record low processing costs, ALIS are going mainstream. Recently, BlackRock made headlines based on the restructuring of its active management business. According to Blackrock, “Traditional methods of equity investing are being reshaped by massive advances in technology and data sciences…Asset managers who simply use the same techniques and tools from the past will limit their ability to generate alpha and deliver on client expectations.”
Join us for an insightful discussion from a panel of leaders in Autonomous Learning Investment Strategies featuring Michael Weinberg, Chief Investment Strategist at Protege Partners and Dr. David Andre co-founder, CEO, and Chief Technology Officer of Cerebellum Capital in San Francisco and Jeff Holman of Sentient Investment Management.
Speaker: Conrad Gann, Chief Operating Officer and Chief Financial Officer of Cerebellum Capital, Inc.
Speaker: Jeff Holman, Chief Investment Officer, Sentient Investment Management
Moderated by: Michael Oliver Weinberg, CFA, Chief Investment Officer - Senior Managing Director, MOV37 & Protégé Partners
Private funds secured over $700 billion from European institutional investors in 2016 (Preqin data as of 6/16), showing that institutional demand for alternative investment funds remains robust.
A majority of those investments have gone to large fund managers, where many are now oversubscribed. This dynamic is creating opportunities for smaller GPs, who are finding it easier to come to market as LPs are being forced to look beyond the largest fund management firms.
Smaller and start-up managers bringing regulated alternative investment funds (AIFs) to the European market do however need to consider their marketing strategies carefully. In Europe, an increasing number of bank-owned and independent fund platforms are emerging to host funds and provide active and passive distribution support, while placement agents and distribution partners can prove highly effective at introducing managers to the right investors. Broadly speaking, successful managers are those who have a clear understanding of what investors are looking for, where the appetite is, and then take the time to seek our experts and partners to reverse engineer a strategy that will work best for them.
Speaker: Heather Bonner, Chief Financial Officer of AQR Funds at AQR Capital Management
Speaker: Guillaume Touze, Asset Manager, Founder and Managing Director of Quadra Capital
Speaker: Paul Holmes, Head of Distribution, Bank of America’s Funds
Moderated by: Jérôme Wigny, Partner at the law firm of Elvinger Hoss Prussen in Luxembourg
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