Understanding Hedge Funds

An Educational Workshop

This half-day workshop is designed to provide an educational grounding in the basics of hedge funds. No prior knowledge or experience of hedge funds is necessary.

The course will empower you to make informed decisions about the inclusion of hedge funds within an investment portfolio. It will provide you with a full understanding of the risks associated with different types of strategies. It will enable you to direct educated questions to hedge fund managers about their funds. It will help you anticipate the practical and administrative aspects of investing in hedge funds.

Convened at your offices, the workshop can be held at a time that is convenient for all participants. The sessions are non-technical and participative, with questions and discussion encouraged throughout. Hard copies of all course materials are included.

The workshop is run by Karen Shackleton, a director of KSA. (See biography).

Workshop outline

• History
• Defining alternative investments
• Understanding some strategies used
  • Tactical funds
  • Equity long/short
  • Event driven funds
  • Arbitrage funds
• Risks of hedge funds
• Performance fees
• Fund of funds
• Diversifying risk
• Choosing a hedge fund
• Administration
• Monitoring a hedge fund

Suitable for:

• Pension fund trustees
• Recently appointed local authority councillors
• Fund managers
• Administrators
• Lawyers
• Accountants
• Graduate/post-graduate finance students

For further information, or to book this workshop, please contact Karen Shackleton.