InvestHedge INVESTHEDGE FORUM AND INVESTHEDGE AWARDS 2013
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Join top hedge funds and investors for the InvestHedge Forum and Awards Institutional investors are helping themselves to hedge funds, and the way they are accessing them has changed. So, too, have hedge funds that want money from these investors. Does performance still matter or is it just about risk management and asset gathering? What investors expect and receive from hedge funds depends on their beliefs and their purpose in the portfolio. This will determine how investors access and allocate to hedge funds. Over the long term investors will discover that all routes to hedge funds are not equal. So how can they avoid costly mistakes? The InvestHedge Forum promises to offer the ultimate self-help guide to hedge fund investing.
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The event will focus on the increasing convergence between funds of hedge funds and the consulting community; the convergence between traditional long-only and alternative investing; and the rise of the ‘retail’ hedge fund investor. We have already confirmed a number of high-level hedge fund speakers, including Bill Michaelcheck, the chairman and CIO of Mariner Investment Group, who will explore seeding and incubation: the frontier of the new talent. The Forum will continue to bring a fresh take on classic strategies as well as exploring the new alternatives as hedge funds become mainstream. As the hedge fund world starts to look
niki natarajan, editor InvestHedge
towards the retail market for new investors, the power of branding and logos will become more evident as the race to raising assets will be determined by who the man on the street feels safe with. Will it be the hedge fund with the great product or the retail label with a great brand? If you would like to register, please complete the booking form at the back of this flyer or email events@hedgefundintelligence.com. I look forward to seeing you in September.
InvestHedge Forum Programme Keynote speakers confirmed so far • Ian Prideaux, Grosvenor Estate • Jay Youngdahl, Hauser Center for Nonprofit Organizations, Harvard University Speakers confirmed so far • Andrew McCaffery, Aberdeen Asset Management • Michael Hart, Aberdeen Asset Management • Scott Schweighauser, Aurora Investment Management • Roxanne Martino, Aurora Investment Management • Bill Michaelcheck, Mariner Investment Group • Donald Pepper, Old Mutual
Sessions will include • The alchemist: Which base currency assets are turning noble? • The consultant is just not that into you: How FoHFs are adapting to stay in business • The hedge fund manager that sold his Ferrari: Life beyond the ‘guru’ • The power of new: Seeding and incubation stage investing • The untethered investor: You cannot eat Sharpe • You can heal your portfolio: How to add CTAs to the mix • Who moved my credit? Mixing a timely cocktail of rates, fixed income and credit • How to win institutions and influence consultants • Invest, hedge, pray: How to avoid howlers when allocating directly • The secret: Manifesting assets from the man on the street • Buyers are from Mars, sellers are from Venus: The rules for getting M&A right • Seven habits of highly successful investors • Feel the fear and ramp up the risk • The road less travelled: What are the new alternatives? • Outliers: Credit strategies beyond the obvious • Tipping point: How low can fees go before service is compromised? • Chicken soup for the investor: Can regulation cure all ills? • The Asia prophecy: Which Asian path is most luminous? • Europe anonymous: 12 steps to Europe’s recovery • Blink: Intuition and the art of manager selection
InvestHedge Forum cocktail reception Enlightenment Gallery Including a private viewing of Life and death in Pompeii and Herculaneum All registered delegates are invited to the InvestHedge Forum cocktail reception, which will take place in the Enlightenment Gallery after the conference on day one. The reception will include a private viewing of Life and death in Pompeii and Herculaneum, the British Museum’s current exhibition in the famous Reading Room.
Register before 19 July and receive 20% off the standard rates
InvestHedge AWARDS: INITIAL NOMINATIONS The InvestHedge Awards will recognise the best risk-adjusted performers globally. The awards dinner will be held in the magnificent Great Court at the British Museum on the evening of 25 September. Arbitrage • 5 Years Aberdeen Orbita Capital Return Strategy Archstone Absolute Return Strategies Bodleian Partners A SSARIS Multi-Manager Relative Value Event Driven & Distressed • 5 Years Antarctica Credit and Distressed Fund Avenue Strategic Partners GAM Multi-Event Driven Fixed Income & Credit • 5 Years GHF Sicav Fixed Income A Lighthouse Credit Opportunities Fund Permal Fixed Income Holdings Signet Global Fixed Income Fund Comm. & Natural Resources • 5 Years Aurelian Global Resources Pinnacle Natural Resources Global Macro & Futures • 5 Years Crown Managed Futures Seg. Portfolio GAM Trading II GHF Sicav Global Macro A Optima Discretionary Macro Fund Permal Macro Holdings Trading Capital Holdings Small/Emerging Manager Specialists • 5 Years Larch Lane Absolute Return I Prima Capital Fund Protégé Partners Fund Sire Partners Asian & Emerging Markets • 5 Years Penjing Asia Market Independent Fund Persistent Edge Asia Partners Master Fund SAIL Asia Pacific Managers Seg. Portfolio
European Strategies • 5 Years European Selection Holdings European Capital Holdings
InvestHedge Awards 2013
Global Equity • 5 Years Cerrado Fund Diversified Absolute Return Fund Hedge Invest Global Fund Lighthouse Global Long/Short Fund Optima Partners Focus Fund
10 Year Award $500m-$1bn Aurum Isis Fund Edmond de Rothschild Prifund Alpha SkyBridge Legion Strategies Trading Capital Holdings
US Strategies • 5 Years American Selection Holdings AP Opportunities Fund Lyrical Multi-Manager Fund Magnitude US Partners New Providence Associates Voyager Partners GMS $100m-$500m • 5 Years Double Eagle Capital Ace Fund LHP Global Long Short Fund PCAM Blue Chip Pluscios Diversified Core Saguenay Offshore Fund The Hedged Strategies GMS >$1bn • 5 Years Corbin Pinehurst Partners DGAM Diversified Strategies Fund Ignis Systematic Strategies Fund Magnitude International SkyBridge Multi-Adviser Hedge Fund SSARIS Multi-Manager Absolute Return GMS $500m-$1bn • 5 Years Aurora Global Opportunities Cube Global Multi-Strategy Fund DGAM Unique Strategies Fund Magnitude Institutional Prisma Spectrum Fund SkyBridge Legion Strategies
10 Year Award $1bn Corbin Pinehurst Partners Magnitude International Permal Fixed Income Holdings SkyBridge Multi-Adviser Hedge Fund SSARIS Multi-Manager Absolute Return 20 Year Award >$500m Aurora Limited Partnership GAM Diversity Haussmann Holdings Leveraged Capital Holdings Permal Macro Holdings 20 Year Award Smaller Manager Specialists ($100m-$500m) Larch Lane Absolute Return I Prima Capital Fund Sire Partners Institutional FoHF • 5 Years To be announced online Group of the Year • 5 Years To be announced online Absolute FoHF • 5 Years To be announced on the night *These categories are provisional and may be subject to change
For more information visit www.investhedgeawards.com
Booking Form Please complete this booking form and return to events@hedgefundintelligence.com or print out and fax back to +44 (0)20 7779 8795
FORUM 2013
www.investhedgeforum.com
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Booking Details (tick one business type box and then select one discount if applicable) All registrations are reviewed by our team before processing and are subject to approval. We may ask you for additional information before we confirm your place. If you are unsure which category applies to you, please contact us on events@hedgefundintelligence.com
End-investors (Free)* Institutional investors, pensions, foundations, endowments, sovereign wealth funds, single family offices, for example
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Hedge fund managers, funds of hedge funds, traditional asset managers, CTAs, private equity funds, consultants, advisors, financial advisors, seeders, for example
20% earlybird discount
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15% subscriber discount
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