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An Introduction to Hedge Funds

Event 

An Introduction to Hedge Funds
Title:
An Introduction to Hedge Funds
When:
26 February 2021
Where:
Virtual Instructor-Led Training (VILT) -
Categories:
In House Training , Management , Finance , Corporate Training
        

Description

4 Part Investment Series:

Grow & Diversify Your Investment Value with

Internationally Recognized and Respected Investment Specialist

The Investment Expert, Paul Meadows

Paul Meadows

Member of CFA Institute
Associate of the Society of Investment Professionals (ASIP)
Member of the London Stock Exchange Academy Training Team

Clients include Bank of China, Barclays Global Investors & Citigroup

With over 15 years of investment experience, Paul is an expert on the Buyside of the Equity Markets working in both Institutional and High Net Worth Portfolio Management. The key roles he has undertaken ranged from managing UK Equity component of a larger portfolio on behalf of a Scandinavian Insurer to heading up the global Equity Research effort in London for a Bermudan-domiciled Private Bank’s offshore client base.

While his freelance financial training commitments grew, Paul had a spell with an international high-risk security company analysing the operations of quoted oil and mining corporates worldwide. In 2000, he moved into full time training specialising in Fund Management, Equity Markets, Private Banking & Hedge Funds. Since then, his client base has grown and diversified that includes renowned companies from across Asia, Middle East & West Africa. He is also an Adjunct Teaching Fellow with the UCL School of Management, delivering a one term Masters level Investment Management module.

A Sneak Peak Into Paul Meadows's Investment Series

Testimonials

"Paul has delivered Financial Markets and Hedge Fund training for us over the past couple of years and is clearly very knowledgeable in this field, receiving consistently strong feedback from participants and the course remains one of our most popular and is regularly oversubscribed. Given the challenges this year, Paul has successfully transitioned his content to virtual delivery, introducing interactive elements to ensure participants remain engaged, as well as relating the content specifically to our products so participants not only walk away with a better understanding of the industry they work in, but also our firm’s strategies.
Talent Team, International Hedge Fund based in London

"I have the highest regard for Paul's skills as a financial trainer. He always gets exceptionally good feedback and I would not hesitate to book him again.
Francesca Taylor, Taylor Associates

"With the delivery of successful courses spanning various subjects, all backed by positive client feedback, Paul has demonstrated his unquestionable Financial Markets expertise on many occasions. The company has undoubtedly benefitted from Paul's ability to reliably design and conduct courses of the highest quality.
Sheridan Mangal, SFM Capital Markets

I met Paul at the London Stock Exchange where he successfully delivered training to a large group of UCL MSc Finance students. The experience was so positive that new students have consistently asked to attend his training year after year. As Programme Director for the MSc Finance at UCL, I have invited Paul to join the teaching team and create a new course called Wealth Management and Private Banking. He has successfully created the course learning outcomes and content for face-to-face and virtual delivery mastering the skills required to engage with a diverse body of students online. His industry experience and excellent oratory skills are highly valued by students who have consistently valued Paul teaching very highly.
Senior Teaching Fellow and MSc Finance Programme Director UCL School of Management

"We have been working with Paul for nearly 10 years now. The delegates have always enjoyed his knowledge and training style."
Francine Laugier, Axa Investment Managers

Past Clients

  • Depository Trust and Clearing Corporation (DTCC)
  • Kuwait Investment Authority
  • Bank of China
  • Man Investments
  • Sberbank CIB
  • Huarong Securities
  • People's Insurance Company of China (PICC)
  • Fidelity Investments
  • Citigroup
  • Axa Investment Managers
  • Barclays Global Investors
  • Brevan Howard
  • Hoare & Co
  • Renaissance Capital
  • Nigerian Stock Exchange

Why Choose Kexxel's VILT Courses

NOT a Webinar!
Join our live, virtual courses enriched with a diverse range of interactive activities, such as action plans, group discussions, breakout sessions, exercises, case studies, and more.


Course Materials
An advantageous combination of presentation slides and downloadable workbooks are provided to participants prior to classes for a more holistic learning experience.

Pre-Course Questionnaires
Our instructors will understand the specific needs and requirements of each individual participant, by allowing attendees to review and highlight topics of importance prior to the course.

Private, In-house Sessions
Upon request for organizations seeking a more customised learning for their employees.

Secure Online Platform 
Cisco Webex is the online training platform of choice for our VILT courses. Cisco Webex respects your data privacy, is highly secure by default, and has governance and transparency

Course Outline

The relatively small Hedge Fund community attracts disproportionately high levels of publicity in the financial press. This can partly be explained by an ongoing lack of understanding of what Managers are doing on behalf of their investors. Some Managers use Derivatives, some do not; some use Leverage, others do not – all in pursuit of the same outcome: Absolute Return in all Market environments. This course is designed to demystify the industry and break down barriers which have appeared impenetrable to outsiders. 

You will learn:

  • Why they are called 'Hedge Funds' even though majority of them are not hedged at all
  • How Performance Fees are calculated
  • Understanding the difference between Net Asset Value & Gross Notional Exposure
  • How Hedge Funds fail – do not forget Operational Risk

Part 1

  • Defining Hedge Funds: Lock-ups, Gates, Hurdle Rates, Side Pockets, Domiciles
  • Performance Fees & High Water Marks
  • How large is the Hedge Fund Universe? – The numbers in context
  • Trading Tactics – Leverage and Short Selling explained
  • Understanding Gross Notional Exposure
  • Case Study: How do you choose your Hedge Fund Manager?

Part 2

  • External Relationships – Prime Brokerage, Custodians, Fund Administrators
  • Who exactly invests in Hedge Funds, and why?
  • The non-correlated Asset Class, Survivorship Bias, Drawdown
  • Case Study: What really puts off Investors?
  • Risk Management for Hedge Funds
  • Why do Hedge Funds fail? - Do not forget Operational Risk
  • Tools for the Analysis of Financial Risk: From VaR to Stress Testing
  • Activity: Wrap-up Crossword Quiz 

Click here to view the full list of events under our Investment Series 


*******For more details, kindly download the brochure*******

 

Venue

Venue:
Virtual Instructor-Led Training (VILT)