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This program focuses on the critical issues facing the investment advisor and hedge fund communities. It explores each issue from the investment business perspective. It spans the lifecycle of the launch of a managed product, maintaining and strengthening your firm with investors. The program examines the infrastructure required in front, middle and back office activities to ensure efficient, cost effective and regulatory compliant support processes.
| Topics include: |
• Attracting the right investor
• Critical regulations
• Launching a new product |
• Marketing your products
• Operational issues
• Reducing business and legal risks |
| Benefits of attendance: |
• Examine differences between a Hedge Fund and a RIA
• Gain insight into strategies
• Identify practices that require attention |
• Learn the sales and marketing practices that need to be managed
• Master hedge fund terminology
• Understand performance measurement alternatives |
| Staff from the following areas should attend: |
• Compliance
• Finance
• General Counsel |
• Information Technology
• Operations
• Risk Management |
Basics of the Securities Industry or equivalent experience preferred. |
