Evaluating and Replicating Hedge Fund Strategies (2 CPT Hours) November 13th Hong Kong

How did global macro and managed futures funds’ performance compare during the collapse of Lehman Brothers in 2008?  Which strategies have best delivered alpha at different times?  Can many expensive strategies wrapped in funds of hedge funds be replicated by simpler, liquid, more transparent and lower cost strategies, as Calpers announced they will be doing from now on?

This presentation is an extended version of the one presented at the London School of Economics Asia Investment Banking Conference in Hong Kong in early September 2014, and begins with the basics of what different hedge strategies are and how they should perform under different market conditions, and then looks at how different strategies’ performance actually compare in practice.  Hedge fund replication is then introduced as a widely debated practice that tries to outperform the risk-adjusted returns of hedge funds with greater liquidity and transparency and lower cost.

When: Thursday, November 13th 2014, 6:00-8:30pm

Where: CMA Australia, 12/F, Tai Yip Building, 141 Thomson Road, Wan Chai

RSVPthis EventBrite link, or contact us with any questions.

The CMA Australia is kind enough to make their venue available for this event, organized by York University Alumni Association for their alumni, guests and friends.

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Increasing productivity for finance professionals and trading desks

Finance professionals and the firms that employ them both benefit from training that goes beyond the minimum requirements for continuing professional education (CPE / CPT).  Banks, wealth managers, asset managers and insurers face an increasing amount of regulation and competition, and need to be able to make more money with less risk and often with fewer headcount.

Productivity-boosting financial training is a win-win: finance professionals can do more on their jobs (and so get paid more) and firms see substantial net gains in operating profitability per employee.

Global Financial Markets training currently offers courses spanning fixed income, equities, equity derivatives, and asset liability management in Hong Kong, Singapore, with occasional events in Greater China and ASEAN.

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What financial training topics would be most valuable to you over the next 1-5 years?

Regulated finance professionals are often required to take a certain number of hours of continuing education every year, and of course would prefer if these training hours are spent learning how to make more money with less risk. Outside this requirement, there is of course also the need to constantly learn new financial products, new technologies, new regulations, and ways of navigating all of these to be able to do more work with fewer people (with the goal of being able to be paid more of course).

While we have our own views, we are curious to know what topics you believe 5-20 hours of intense training in could most significantly improve your team’s efficiency and profitability on the trading desk:

  • How to analyze larger numbers of fixed income securities more efficiently?
  • How to balance a long/short equity portfolio between upside potential and crash risk?
  • How to make solid calculations of assets and liabilities and match them with instruments that can be traded in the markets?
  • How to do more in less time on Microsoft Excel?

Please post your thoughts as a comment or e-mail us, we look forward to hearing from you.

Training and technology worked together to make modern training floors more advanced than this, with better pricing and execution for customers, but higher productivity needed for well-paid finance professionals.
Training and technology worked together to make modern training floors more advanced than this, with better pricing and execution for customers, but higher productivity needed for well-paid finance professionals.

Equity Portfolio Management Workshop in Hong Kong, Mon/Wed evenings Oct-Nov 2014

GFM is pleased to launch our much-requested premiere equities course in Hong Kong, a 20-hour series of hands-on workshops to practice the quantitative fundamentals of equity portfolio management following excellent feedback from our fixed income course.  This course runs Monday and Wednesday evenings from October 13th to November 5th, 2014.

You can sign up on the course’s Eventbrite page, or by contacting us by email.

Attendees completing the course will receive a certificate for up to 20 hours, which their firms may choose to apply towards their continuing professional education / continuing professional training (CPE/CPT) requirement.

Floor of the Hong Kong Exchange (HKEX), click for source on Wikimedia commons
Floor of the Hong Kong Exchange (HKEX), click for source on Wikimedia commons

Fixed Income Portfolio Management Course in Hong Kong Oct-Nov 2014

Open enrollment has started for GFM Training’s flagship Fixed Income Portfolio Management course this fall in Hong Kong, available over either:

Please sign up early to reserve your space and qualify for our early bird discount by clicking on the above EventBrite links, or contact us with any questions.

Upon successful completion, attendees will receive a certificate for the number of hours attended which the attendee’s firm may opt to count towards required CPD / CPT hours (20 hours for the entire course).

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Hands-on workshops in Fixed Income, Equity, and event content on a variety of Capital Markets / Risk topics

GFM Training workshops and full courses are hands-on and guide attendees through practicing trading desk style exercises on laptops or PCs.  GFM founders believe there is no better way to learn fixed income, equity, derivatives, or other capital markets topics than by the Nike slogan “Just do it.”

GFM partner and instructor Anand Batepati delivering our June 2014 Fixed Income Portfolio Management course at HKSFA - attendees practice each scenario on their laptops as on a trading desk.
GFM partner and instructor Anand Batepati delivering our June 2014 Fixed Income Portfolio Management course at HKSFA – attendees practice each scenario on their laptops as on a trading desk.

 

 

 

 

 

June 24-26 Workshop on Fixed Income Portfolio Management with HKSFA

Please see the HKSFA page to sign up for our in-depth 3-day workshop on Fixed Income Portfolio Management, where we work through 10 cases and practice techniques applied by top tier practitioners in commercial and investment banks, insurance firms, asset managers and wealth managers.

Day 1: Bond Math and Yield Curve Modeling

Day 2: Portfolio Construction and Rebalancing

Day 3: Credit Spreads, Options, other Advanced Topics in Yield Enhancement

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