Events > Past Events
CHFA Compliance Webinar: OTC Clearing Readiness for California Hedge Funds - May 20, 2013
CHFA and CME Group hosted a webinar to assist California hedge fund managers in preparing for the Commodity Futures Trading Commission's (CFTC) June 10th clearing compliance date. The presentation included an in-depth discussion of the following:
- Potential pitfalls that could delay readiness
- Navigating registration, account setup, and platform connectivity
- Getting the most out of reporting and tools
- Benefits of early production trades to fully confirm readiness
ABOUT THE SPEAKER
Jack Callahan
Executive Director, OTC Products
CME Group
CME Group has hosted a number of presentations regarding OTC Clearing Readiness and is the world's leading and most diverse derivatives marketplace offering the widest range of futures and options products for risk management.
CHFA Webinar Series: Keys to Achieving Consistently Great Trade Execution - May 23, 2013
CHFA and Trading Technologies partnered for this educational session focusing on how to achieve consistently great trade execution. Discussion topics included:
- Reduce slippage
- Limit market impact
- Execution algos
- Automate execution
- Customize execution per market traded
- Reduce errors through streamlined work flow
ABOUT THE SPEAKERS
Jeff Walden & Lindsey Geannopulos
Sales Managers at Trading Technologies
Trading Technologies makes derivatives trading software and execution solutions for professional traders and has been a leader in the high-performance electronic trading since 1994. Their innovations allow professional traders in virtually any location to access and trade the global derivatives markets from a single computer screen. TT distributes their software and solutions to end users through more than 100 firms, including 19 of the top 20 U.S. futures brokers. They work with premier investment banks, brokers, Futures Commission Merchants (FCMs), hedge funds, proprietary trading firms and other trading institutions.
Trading Technologies is a Founders' Club member of the California Hedge Fund Association.
To access the recording of this webinar, please visit us online HERE.
Presented by
Estancia La Jolla
9700 N Torrey Pines Road
La Jolla, CA 92037
The California Hedge Fund Association, CAIA, and the CFA Society of San Diego brought together three pioneers of California's asset management industry - Glenn R. Carlson of Brandes Investment Partners, Jon Sundt of Altegris Advsiors, and Richard Slaughter of Sunrise Capital Partners - to discuss the keys to their many professional achievements and decades of durability in the ever-changing asset management industry. Topics covered included: key decision points in each of their respective careers, their perspectives on how the industry has evolved, and their respective outlooks on the future of the industry.
Our Pioneers
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| Glenn R. Carlson, Executive Director, Brandes Investment Partners, L.P. | Rick Slaughter, Founding Partner, Sunrise Capital Partners | Jon Sundt, Founder, Altegris Advisors |
CHFA Las Vegas Networking Reception at the Bellagio - May 7, 2013
Hosted by
AND 
Sponsored by
CHFA & FLAIA hosted another successful Las Vegas networking event at the Bellagio, with over 130 in attendance.
CHFA Webinar Series: Building an Institutional IT Infrastructure at Today's Hedge Funds - March 13, 2013
A solid IT backbone is an essential element to ensure a hedge fund's operations run smoothly. Yet, technology continues to evolve and at the same time so do expectations from investors and regulators around what makes an institutional grade infrastructure. Please join CHFA & Steve Schoener of Eze Castle Integration to discuss:
- Investor's expectations around a hedge fund's IT environment;
- Weighing the pros and cons of on-premise and cloud-based solutions;
- Understanding security risks and best practices for maintaining a protected environment; and
- Disaster recovery and data protection how-tos and technology recommendations.
Eze Castle Integration supports over 600 hedge funds around the world and brings an expert's view to hedge fund technology practices.
Speaker
Steve Schoener
Vice President Technology
Eze Castle Integration
As vice president of client technology, Steve Schoener is responsible for driving technology growth through Eze Castle's global offices as well as assisting in product and service evaluations with hedge fund clients.
Recording Now Available for Members - LOG IN and click "Member Resources"
CHFA & PAAMCO Present: A Conversation On Hedge Fund Industry Trends & Outlook - February 27, 2013
PAAMCO Offices
19540 Jamboree Road, Suite 400 (4th Floor of the Google Building)
Meeting Room: Staff Room
Irvine, CA 92612
On Wednesday, February 27th PAAMCO invited CHFA for an insightful conversation about current hedge fund industry trends and future outlook.
Featured Panelists:
- Jason Gerlach, Sunrise Capital Partners (Moderator)
- Nicolae Cristea, PAAMCO
- Mayer Cherem, PAAMCO
- Meredith Jones, Rothstein Kass & Company P.C.
CHFA & BAHR Holiday Reception - December 13, 2012
240 Front Street
San Francisco, CA 94111
CHFA Webinar - Best Practices: Employee Hiring and Terminations in the Hedge Fund Industry - December 11, 2012
In this webinar, attendees discussed best practices for
employee hiring and terminations in the hedge fund industry including:
- Specific HR issues for hedge funds and asset management firms
- Writing a job description to recruit the right candidate
- Landmines to avoid in the interviewing process
- Dealing with background checks and steps for adverse actions
- Making an effective job offer
- Documenting performance issues
Speaker
Elizabeth Perlak
Counsel
Ambrose
As part of the legal team Elizabeth advises Ambrose's clients on
human resources best practices, particular hiring, terminations,
employee relations issues and leave issues. Elizabeth graduated from
Washington University School of Law and is also a graduate of Georgetown
University. Elizabeth is admitted to practice law in New York.
Recording Now Available for Members - LOG IN and click "Member Resources"
CHFA Winter Networking Reception - December 3, 2012
Sponsored by
Surf and Sand Resort & Spa
1555 South Coast Highway
Laguna Beach, CA 92651
CHFA Fall Symposium - October 23, 2012
The City Club of San Francisco
155 Sansome, 10th floor
San Francisco, CA 94104
"You need to be as bold as the problem is big."
~Lieutenant Governor Gavin Newsom
CHFA's Fall Symposium 2013 brought together colleagues to participate in a lively roundtable discussion, "Branding your Firm for Success", featuring Davidson Goldin, Founder Goldin Solutions; Jeffrey Harkness, Founder, Hark Digital; Rachel S.L. Minard, Founder, Minard Capital, LLC; and Rick Shaughnessy, Partner, J. Rudman & Associates. Lieutenant Governor Gavin Newsom lead a lively discussion on the economy, and California's future.
Pictured are (from left to right): Robin Fink, Jeffries; Marc Wolf, Rothstein Kass; Lt. Governor Gavin Newsom; Jason Gerlach, Sunrise Capital Partners; Nour Daoud, Voyager Management; and Jim Lopiccolo, Woodruff Sawyer
CHFA Webinar Series: The Five Must Knows when Fair Valuing Investments - October 9, 2012 at 3:00pm
During this latest webinar in CHFA's monthly webinar series discussed the essentials when valuing private fund investments:
- Current focus of regulators
- Levels of valuation (level 1, 2, or 3)
- Evidential matter and adequate record keeping
- Designing policies/procedures
- Oversight of the valuation process
Speakers
Sheri Lejman, Partner, Marcum LLP
Tina Catalina, Director, Marcum LLP
Downloads
Webinar recording and presentation slides are now available for CHFA Members Only. Click HERE to vist the Resources page and access the downloads.
Industry Roundtable: Benefits of Offering a Registered Hedge Fund - October 11, 2012
Sponsored by UMB Fund Services/JD Clark & Company
465 S. La Cienega Blvd.
Los Angeles, CA 90048
Meeting Room: Garden Room
Participants of the roundtable learned how offering a registered hedge fund could their firm. Panelists discussed a distinctive program developed by UMB Fund Services in conjunction with Registered Fund Solutions, LLC, that provides an efficient and cost-effective way for an alternative investment manager to offer a registered hedge fund under the Investment Company Act of 1940.
Download the presentation here[PDF]
Roundtable Industry Experts
CHFA Summer Social - August 15, 2012
Sponsored by:
Attendees joined CHFA, Sunrise Capital Partners, and Concept Capital Markets for a unique networking opportunity at the Del Mar Thoroughbred Club!
Del Mar Thoroughbred Club / Native Diver Skyroom
2260 Jimmy Durante Blvd.
Del Mar, CA 92014
CHFA Webinar Series: Mid-Year Regulatory,
Reporting, and Tax Update - July 19, 2012
This webinar provided an update on
regulatory, reporting, and tax issues presented by Ernst & Young.
Event Details
Thursday, July 19, 2012
10:00am - 11:30am PDT
Speakers
Moderator: Adeel Jivraj, Partner, Ernst & Young
Carlos Schmidt, Partner, Ernst & Young
Michael Barnes, Senior Manager, Ernst & Young
Michael DiLecce, Partner, Ernst & Young
Rob Meiner, Partner, Ernst & Young
CHFA Webinar Series: Employee Benefits: Trends of Successful Hedge Funds
This 30-minute presentation provided an in-depth discussion of employee benefit trends within successful hedge funds. The discussion was led by Marc Dwek of Ambrose, professional employer organization.
Event Details
Thursday, June 28, 2012
3:00pm - 4:00pm PDT
Webinar
Speaker
Marc Dwek, Ambrose
Downloads
Webinar recording and presentation slides are now available for CHFA Members Only. Click HERE to vist the Resources page and access the downloads.
Hedge Fund Managers' Roundtable - San Diego, CA
Co-Hosted by: CHFA / CFA Society of San Diego
Sponsored by: Concept Capital Markets, LLC
Event Details
May 30, 2012
Hyatt Regency La Jolla
3777 La Jolla Village Drive
San Diego, CA 92122
Agenda
3:00 PM Registration (Aventine Ballroom Foyer)
3:30 PM Panel Discussion (Aventine ABC)
5:00 PM Networking Reception (Palm Court)
Panel Members
Moderator - Darren Day, Managing Director, Concept Capital Markets
Panelists - John Brynjolfsson, CFA, Managing Director, Armored Wolf; Justin Ferayorni, Chief Investment Officer, Tamarack Capital Management, LLC; and Chris Stanton, Director of Portfolio Strategy, Sunrise Capital Partners
Discussion Topics
- What just happened to us in the first 5 months of 2012?
- What can we expect in the remainder of 2012 and beyond?
- Where is conventional investing wisdom currently wrong?
- What are some likely investment outcomes on the horizon that nobody is talking about?
- Inflation, deflation or neither…what’s the most likely short-term outcome? Long-term outcome?
- Emerging markets…good play, bad play or neutral?
- What will be the potential impact on investing of: U.S. elections, Mideast unrest (Syria, Iran, etc.), European crisis, Japanese sovereign debt issues, China, Other potential macro events of note
- Advice and counsel for those of us in the hedge fund industry? Outlook good? Bad? Indifferent? Why?
CHFA Webinar Series: Form PF
Our first webinar in the new CHFA monthly series, provided an in-depth understanding of the Form PF answering the following questions:
"What is Form PF?"
"What resources do I need to complete this?"
"What are the deadlines & other requirements for completion?"
"What's unique about the Form PF for California managers?"
Event Details
Thursday, May 31, 2012
3:00pm - 4:00pm
Webinar
Speakers
Edward R. Tedeschi, Principal, Rothstein Kass
Mitchell E. Nichter, Partner, Corporate Department, Paul Hastings Janofsky & Walker
Doug Schwenk, Founder, Advise Technologies
Downloads
Webinar recording and presentation slides are now available. Click HERE to vist the Resources page and access the downloads.
CHFA, FLAIA, MSAIA, SEHFA & AIGC Networking Reception at SALT - Las Vegas, NV
Colleagues gathered for a networking reception prior to the start of SALT. This reception was an opportunity to meet the other attendees in an intimate and casual setting to kick off the conference week! SALT attracts over 1800 leaders, public policy officials, business professionals, and investors from over 26 countries and 6 continents.
Co-Hosted By
California Hedge Fund Association (CHFA)
Florida Alternative Investment Association (FLAIA)
Alternative Investment Group of the Carolinas (AIGC)
MidSouth Alternative Investment Association (MSAIA)
Southeastern Hedge Fund Association (SEHFA)
Platinum Event Sponsor
Sunrise Capital Partners
Event Details
May 8, 2012
3:30pm - 5:00pm
Van Gogh 1&2 Room
Bellagio Las Vegas
3600 Las Vegas Boulevard S.
Las Vegas, NV 89109
Meeting of the Americas - Coral Gables, FL
Hosted by Markets Media and the Florida Alternative Investment Association / In partnership with the California Hedge Fund Association
March 18 - 20, 2012
1200 Anastasia Avenue
Coral Gables, FL 33134
Keynote Address - "Understanding the New Inter-American Reality"
Featuring: Ambassador V. Manuel Rocha, Senior Advisor on International Business, Foley, Lardner, LLP and Jonathan Golub, CFA, Chief US Equity Strategist, UBS
Key Program Topics:
- How can hedge funds across the Americas benefit from investor appetite for private placements?
- How are regulatory developments in the U.S. and Europe affecting capital flows into and out of Latin America?
- How can institutional investors allocate capital to Latin America most efficiently and intelligently?
- What are key factors for success in capital raising?
- Increasing institutional use of derivatives.
- What is the likely impact of new global competitors, such as Direct Edge, The London Stock Exchange, and NYSE?
CHFA Winter Symposium - Beverly Hills
February 28, 2012
Beverly Hilton
9876 Wilshire Boulevard
Beverly Hills, CA 90210
KEYNOTE SPEAKER
Roger E.A. Farmer, Distinguished Professor and Chair, Department of Economics, UCLA
PANEL DISCUSSION
"Hedge Fund Allocating in 2012 and Beyond: A View from the Trenches"
Kristoffer Houlihan, Managing Director and Head of Portfolio Risk Solutions, HedgeMark Advisors, LLC
Michael Marcus, CFA, Director of Manager Research, Prelude Capital
John J. Regan, CIO, Permanens Capital
Scott Warner, Director and Portfolio Manager, Pacific Alternative Asset Management Company (PAAMCO)
Winter Networking Reception - Laguna Beach
Sponsored by Marcum LLP and Stradling Yocca Carlson & Rauth
December 5, 2011
5:30pm - 7:30pm
Surf & Sand Resort
1555 South Coast Highway
Laguna Beach, CA 92651
Holiday Networking Event - San Francisco
Presented by The Bay Area Hedge Fund Roundtable & The California Hedge Fund Association
December 8, 2011
5:00pm
Schroeder's Restaurant
240 Front Street
San Francisco, CA 94111
Hedge Fund Marketing Boot Camp: Turn Your Audience Into Your Investors
Thursday, November 10, 2011
Pillsbury Winthrop Shaw Pittman LLP
50 Fremont Street
San Francisco
This workshop included a workbook to be completed throughout the day and attendees walked away with their own personally created blueprint for their fund's pitch book. This session was an interactive, instructional workshop to learn step-by-step how to create unique and individualized marketing material to attract and engage investors and raise capital.
PRESENTED BY
Maital S. Rasmussen, Founder & CEO, Rasmussen Communications, Inc.
GUEST SPEAKERS
Rikke Jorgensen, Copywriter, Rasmussen Communications, Inc.
Seavan Sternheim, COO, CMO, QM Capital, LLC
INVESTOR PANEL AND Q&A SESSION
Kermit Claytor, Fund of Funds, Manager, Skyline Partners
IIdiko Duckor, Counsel, Pillsbury Winthrop Shaw Pittman LLP
Paul R. Perez, CFA, Springcreek Advisors, LLC
T. Jon Williams, Ph.D, CFA, South Avenue Investment Partners
Presenter Bios:
Click here for a full list of presenter biographies.
Registered Fund Solutions Roundtable
Thursday, October 27, 2011
How can hedge fund managers that seek more efficient methods for raising capital avail themselves of the public markets?
Now, many private fund managers are finding that a registered fund product can address the needs of certain investors, and with turnkey solutions available, the complexity that has traditionally been associated with registered funds may no longer be a deterrent.
Please join the California Hedge Fund Association, Pillsbury, and JD Clark & Company for a panel discussion on solutions for registered funds. All the questions you have regarding how to organize and operate a registered fund will be addressed at this Managers-Only Event.
SPEAKERS
Tony Fischer, UMB Fund Services
Paul Kangail, Ernst & Young
Vic Fontana, Registered Fund Solutions
Rachel Minard, Minard Capital
Jay Gould, Pillsbury Winthrop Shaw Pittman LLP
September 14th Marketing & Regulatory Forum: Taking Fund Marketing to the Next Level
The Beverly Hilton
Beverly Hills, CA 90210
FEATURED SPEAKER
Christopher Cox
Partner, Bigham McCutchen
Former Chairman, U.S. Securities and Exchange Commission
PANEL MEMBERS
Moderator:
Arnold L. Mintz, President, Chief Operating Officer and Chief Compliance Officer, Asset Alliance
Panelists:
Daniel McHale, Vice President for Business Development, Lyster Watson
Robert E. Stirling, Senior Consultant, Investment Adviser Services, National Regulatory Services (NRS)
Scott Warner, Senior Portfolio Manager, Pacific Alternative Asset Management Company (PAAMCO)
Summer Social at the Del Mar Races with California Hedge Fund Association
Friday August 5, 2011
Del Mar Racetrack
Native Diver Skyroom
CHFA Event with guest speaker, Gary C. Zimmerman
Senior Economist, Federal Reserve Bank of San Francisco
Tuesday, June 28
San Francisco, CA
Speaker: Gary C. Zimmerman
Senior Economist, Federal Reserve Bank of San Francisco
Power Point Presentation: Click Here
Speaker: Aradhna Dayal
Editor of AsiaHedge
Power Point Presentation: Click Here
CHFA Happy Hour Tuesday
February 15, 2011
The Balboa Bay Club
Newport Beach, CA 92663
CHFA Happy Hours offer a great opportunity to network and meet fellow members.
CHFA Inaugural Event: "Operating a Hedge Fund in the New Regulatory Environment"
Wednesday, November 10, 2010
The Beverly Hilton
Beverly Hills, CA 90210
Panel Discussion Rosalind Tyson, Regional Director, U.S. Securities and Exchange Commission Regina G. Thoele, Senior Vice President, Compliance, National Futures Association Preston DuFauchard, California Corporations Commissioner, Department of Corporations Panel Moderator: Seth Lubove, Senior Writer, Bloomberg Markets, Magazine
