The Voice of Connecticut’s Hedge Fund
& investment Advisor Community
High net worth individuals and families were early adopters of hedge funds and other alternative investment strategies. We have all read about how the hedge fund industry has been rapidly institutionalizing, and the CTHFA has conducted several symposia discussing how institutional investors and their consultants think about and make hedge fund allocation decisions.
Even so, HNW investors remain an important source of capital, with very unique criteria for both performance and infrastructure. Please join us on November 14th as we host our first Family Office symposium, bringing together several investment representatives of large family offices to share with us their insights into this exclusive world.
Michael Joukowsky, Chairman of the investment committee for the Joukowsky Family Foundation
Darsh Preet Singh, Portfolio Manager Satori Alpha
Moderated by Michael Oliver Weinberg, Adjunct Associate Professor of Economics and Finance at Columbia Business School
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.
David Harmston Partner and Global Head of Albourne’s Client Group
Thomas Forma Senior Vice President- Global Institutional Consulting Group at Merrill Lynch
Razmig Der-Tavitian Senior Associate Wilshire Funds Management
Asset management industry M&A activity is off to a strong start in 2013 continuing a trend from 2012, a year that saw several high profile hedge fund acquisitions and strategic investments. Hedge fund firms may seek strategic partners as they grapple with the problems of creating institutional, multi-generational organizations. They may also seek partnerships with large well established financial firms that can help them to crack into the institutional asset management channel as institutions become the largest allocators to absolute return and alpha generating strategies. Industry experts expect further consolidation as there is a set of potential acquirers that have strong balance sheets and are earning low returns on cash.
Michael Rees - Managing Director and a Senior Principal of Dyal Capital Partners
Mitch Petrick - Managing Director and Head of Global Market Strategies at the Carlyle Group
Moderated by Aaron H. Dorr, Sandler O'Neill + Partners | Investment Banking
This symposium will explore the evolution of the hedge fund industry and the advent of alternative investment strategies packaged into more liquid structures including, 40 Act funds, ETFs, Replicators and mutual funds. The symposium will discuss the different product types, their utility to investors and potential pitfalls.
Ihor Szeremeta, CFA - Director of US Retail Alternative Investments at Blackrock.
William Marr - William Marr is the President and Chief Executive Officer of Ramius Trading Strategies
Tom Murray - Managing Director and Investment Strategist at Arden
Moderated by Spencer Boggess CIO, Alternative Investments at Bank of America Merrill Lynch
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Connecticut Hedge Fund Association, Inc. PO Box 232, Greenwich CT 06836
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