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CHFA Webinar Archive - *Members-Only*
Members: Click HERE to log in and access webinar downloads under "member resources"
- Keys to Achieving Consistently Great Trade Execution
Speakers from Trading Technologies: Jeff Walden, Sales Manager; Lindsey Geannopulos, Sales Manager
- Building an Institutional IT Infrastructure at Today's Hedge Funds
Speaker from Eze Castle Integration: Steve Schoener, VP of Client Technology
- Best Practices: Employee Hiring and Terminations in the Hedge Fund Industry
Speaker from Ambrose: Elizabeth Perlak, Counsel
- The Five Must Knows When Fair Valuing Investments
Speakers from Marcum LLP: Sheri Lejman, Partner; Tina Catalina, Director - SEC Examinations: What to Expect and How to Prepare for the Inevitable
Speaker from National Regulatory Services (NRS): Mederic Daigneault, Director, Private Fund Services - Ernst & Young's Asset Management Mid-year Reporting, Tax, & Regulatory Update
Speakers from Ernst & Young: Adeel Jivraj, Partner; Carlos Schmidt, Partner; Michael Barnes, Senior Manager; Michael DiLecce, Partner; Rob Meiner, Partner - Employee Benefits: Trends of Successful Hedge Funds Webinar
Speaker from Ambrose: Marc Dwek, Principal
- Form PF Webinar
Speakers: Edward Tedeschi, Rothstein Kass; Mitchell Nichter, Paul Hastings; Doug Schwenk, Advise Technologies
Webinar Recording [MP4] | Presentation Slides [PDF]
Educational Series
by Associate Professor Mick Swartz, Ph.D. (Finance), CAIA in the Finance and Business Economics Department at the University of Southern California.
- "Separately Managed Accounts"
- "Should Risk Management Become Uncertainty Management?"
- "Leverage"
- "Transparency"
Thought Leadership Roundtable Blog
Updated and Insights of Interest to the Hedge Fund Community
As a benefit to our community, CHFA hosts a series of invitational Thought Leadership Roundtable Dinners. These roundtables bring together hedge fund managers and representatives from top service providers to hedge funds to discuss current issues affecting the hedge fund community in California and abroad. Our Thought Leadershp Roundtable Blogs provide a quick summary of the topics discussed and insights of our participants.
- Perspectives on the Hedge Fund Industry in California
- 2013 Hedge Fund Operational Risk: The Road Ahead
Industry Information - Overview & Outlook
- MFA Overview and FAQs
- MFA Industry Research & Thought Leadership
- Paul Hastings Hedge Fund Report - Summary of Key Developments - Fall 2011
- Paul Hastings Hedge Fund Report - Summary of Key Developments - Spring 2011
- SEI & Greenwich Advisers' Fifth Annual Global Survey of Institutional Hedge Fund Investors - Part I
- Rothstein Kass Survey: Women in Alternative Investments - Industry Outlook and Trends - November 2011
- 2012 Annual Compliance Obligations: What You Need to Know - Pillsbury
- Helping Hedge Fund Investors Understand & Remember Your Fund
This article by Bruce Frumerman, Frumerman & Nemeth Inc., first appeared in the March 2012 issue of Canadian Hedgewatch and was re-printed with permission. - *Members' Only Resource*
SBICs 101: What You Should Know about This Growing Trend in Small Business Lending
by Sheri Lejman, CPA, Lead Partner, Southern California Alternative Investment Group Practice, Marcum LLP - The Benefits to Families of Taking a More Structured View of Risk
by Aladin Abughazaleh, Founder & CEO, ATA RiskStation, LLC - Why Your Market Data Budget Deserves Closer Attention
Developed by: Mentem Partners, LLC
Continuing Education
- >DePaul University
- >Kellogg School of Management
- >Northwestern University School of Continuing Studies
- >NYU Stern School of Business
- >The University of Chicago Booth School of Business
Alternative Investment (AI) Dictionary
Publications
CHFA Members: Log-in and select "Member Discount Codes" to access the 20% discount code only offered to CHFA members!
Wherever they are established, the reach, influence and impact of hedge funds on companies and economies are global in nature. Understanding the interaction of the legal and regulatory frameworks that impact on hedge fund operations has become critical for hedge fund sponsors and managers, service providers and stakeholders.
This practical new handbook outlines key trends in the global hedge fund industry, including latest structuring and governance models, as well as operational, litigation, enforcement and key regulatory initiatives in the European Union and United States. The book also features an in-depth analysis of the law and regulation of hedge funds in a number of leading jurisdictions. Each country chapter follows a detailed template for ease of reference for the reader.
Written by expert hedge fund lawyers and industry service providers — from Borden Ladner Gervais, Sullivan & Cromwell, State Street Global Services and White & Case, among other leading firms — this title provides up-to-date analysis and helpful, practical tools for participants in the hedge fund industry.
The guidebook, A Manager's Guide to Establishing a Hedge Fund, offers an introduction to a number of critical criteria and provides a framework for making informed business decisions. Developed with a network of industry experts, including Pershing Prime Services, Moss Adams, LLP, Stark & Stark Attorneys At Law, and Sasserath & Zoraian, LLP, as well as Eze Castle Integration's in-house expertise and extensive experience working with many leading financial institutions to develop the guidebook.
Hedge fund managers can capture meaningful insights into all aspects of launching a fund, including: the offering process; legal and tax considerations; service provider selection; human resources; insurance; compliance; operational infrastructure; office location; technology; and capital raising.
Download your FREE copy directly from EzeCastle HERE.
Educational Partners
The Chartered Alternative Investment Analyst Association® is an independent, not-for-profit global organization committed to education and professionalism in the field of alternative investments. Founded in 2002, the CAIA Association is the sponsoring body for the CAIA Charter. Recognized globally, the Charter certifies one's mastery of the concepts, tools and practices essential for understanding alternative investments and promotes adherence to high standards of professional conduct.
**CHFA Members receive a 10% discount on exams administered by the CAIA Association.**
The Certificate in Quantitative Finance (CQF) is a six-month part-time course designed for in-depth training for individuals working in, or intending to move into, derivatives, development, quantitative trading or risk management. The CQF is unique in its structured approach and commitment to the field of real world quantitative finance. At all times the program's focus is on practical implementation of techniques and on the questioning and analysis of models and methods. The global standard in quantitative finance, the CQF provides analysis of practical quantitative techniques important in today's, and tomorrow's, financial landscape.
**CHFA Members receive a 10% discount on program fees.**
Media Partner
HedgeWorld is the hedge fund industry's leading news, research and analysis source for individual and institutional accredited investors and their professional advisers, fund managers and service providers in the global hedge fund industry. CHFA members enjoy a 10% discount on subscriptions to HedgeWorld Premium (for managers and service providers) and HedgeWorld Premium Plus (for investors/allocators and advisors). Contact Greg Winterton at (+1) 646 223 6787 or email greg.winterton@thomsonreuters.com for more information.
Writing Opportunities: Do you have relevant and up-to-the-minute news you would like to share with colleagues in the hedge fund industry? HedgeWorld is always seeking article contributions for the HedgeWorld Blog. To submit content for review, please contact Chris Clair at chris.clair@thomsonreuters.com.
