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Hedge Fund Strategies

Transcript: Invests in event-driven situations such as mergers, hostile takeovers, reorganizations, or leveraged buy outs. May involve simultaneous purchase of stock in companies being acquired, and the sale of stock in its acquirer, hoping to profit from the spread between the current market price and the ultimate purchase price of the company. Utilize derivatives to leverage returns and to hedge out interest rate and/or market risk. Convertible Arbitrage Managers either purchase stocks that are undervalued or sell short stocks that are overvalued The fund generally has positive exposure to the market. If 70% of the fund is invested in long positions and 30% is invested in short positions, then the fund has a net market exposure of 40% Pairs trading is a variant of long/short strategy Special Situation Purchasing a security that is expected to appreciate, while simultaneously selling short a related security that is expected to depreciate Can be used on a combination of any pair like: stock and bond of a specific company stocks of two different companies two bonds issued by the same company Event Driven Equity Market Neutral Short Selling Market Timing Relative Value Arbitrage In this strategy the net exposure of the fund to the market is zero. Can be achieved by: Equal amount of investments in long and short positions Creating a zero beta portfolio Investment approaches used by fund managers Global Macro Allocates assets among different asset classes depending on the manager’s view of the economic or market outlook. Portfolio emphasis may swing widely between asset classes. Unpredictability of market movements and the difficulty of timing entry and exit from markets adds to the volatility of this strategy. Payoffs depend on how well can the manager forecast price movements as well as the exact market timing of the movements. Taking positions in both the convertible bonds and the stocks of a company in anticipation of a price mismatch between the two securities Payoffs on convertible arbitrage are influenced by interest rate movements as well as by changes in credit spreads An important parameter in this trade is delta, the proportional change in the value of the convertible bond relative to the change in the underlying stock price This technique attempts to profit from both relative and absolute pricing inefficiencies. The market for distressed securities is often inefficient and illiquid because of factors such as investor irrationality, risk aversion, legal restrictions on holding sub par securities, low coverage by analysts, and lack of research. An active form of this strategy is to buy a substantial proportion of the outstanding security of the distressed company and then attempt to influence the restructuring process. Distressed The focus is on the securities of companies involved in mergers and takeovers Because of the possibility the merger may not go through, the target company’s share price usually carries a “bid premium”, a discount to the proposed takeover price, until the merger or takeover is finally completed. This can, however, create arbitrage opportunities Equity Long/Short Tactical Sells securities short in anticipation of being able to buy them again at a future date at a lower price Looks at various overvaluation situations of the securities, or the market, or in anticipation of earnings disappointments Investment approach is diversified by employing various strategies simultaneously to realize short-and long-term gains. Other strategies may include systems trading such as trend following and various diversified technical strategies. This style of investing allows the manager to overweight or underweight different strategies to best capitalize on current investment opportunities. Merger/Risk Arbitrage Relative Value Attempt to exploit mispricing among fixed income securities Some of the positions that can be taken are: Based on offsetting positions at various points on yield curve Based on interest rate spread between corporate bonds and treasury bonds Based on positions involving treasury bill rates and those on eurodollar market Long/Short Fixed Income Arbitrage Multi-Strategy Hedge Fund Strategies Make large bets based on forecasts of major macroeconomic events such as changes in interest rates, currency movements and stock market performance Macro funds are active in a wide variety of markets, including foreign exchange, futures, fixed income, equity, as well as both exchange-traded and over-the-counter securities The return profile of macro funds is much more volatile than that of other hedge funds. Part of the reason is that macro funds often trade in instruments that are relatively illiquid.

Hedge Fund Manager

Transcript: Hedge Fund Manager Work Hours/Workplace Policies Typical Day Rewards: Hedge Fund Managers will make a lot of money if they are good at what they do. If you are self employed the job market will increase 20% by 2020. Stresses: The hours are long and you work on most weekends. The chance of getting a job is 9%. They will work closely with the executives and consult them with the decisions being made for the company. The Hedge Fund Manager will usually prepare financial statements, business activity reports, and forecast stock market trends. They monitor financial details to ensure legal requirements are met. Review company reports to find ways to reduce costs or aquire new companies. Analyze market trends and help make financial decisions. Tom Gallagher Advisor: Alal As a hedge fund manager you might have to travel to different places. You might have to go to the location of the company you are trying to add as an assett. Rewards/Stresses References Bachelor's degree in finance, economics, or business. You need four years of work experience and you need to pass three exams. Name Educational Requirements Bureau of Labor Statistics, U.S. Department of Labor, Occupational Outlook Handbook, 2012-13 Edition, Financial Managers, on the Internet at : (visited October 15, 2013) Travel Requirements Starting Salary The starting salary for a hedge fund manager is between $100,000-$150,000. But the top 25% earn between $1,000,000-$10,000,000. The daily hours will usually be from sun-up to sundown. There won't be much time with the family, and there's work at home too. Worlplace policies are dressing business and no criminal background. Name Job Description

Hedge Fund

Transcript: Strengths Leadership Ambition Pictures We found the director's of our group clashed most with the socializer because they like to stay on task and socializers tend stray off task without direction Strengths: Communicating Punctuality Describing Each Group Member As a team we feel like we worked equally, dividing up the tasks and concurring them. As a team we feel we work really well together being able to throw around ideas with each other. Being able to divide up the tasks; we feel as a team we were all leaders in our own way. Leader vs. Manager Leader vs. Manager Leader vs. Manager Donations Leader vs. Manager Clear communication Strong leadership skills Good time-management Great planning strategies Weaknesses: Time-Management Staying on task Leader vs. Manager Amount Donated Weaknesses: Making fun of Scott Articulating Destina Group meetings to divide the work Making posters & putting up posters Financial storming Leadership Communication Finance Design Communicated better with sponsors More promotional materials Awareness Portable ATM Machine Getting together to prepare for the presentation: This was the most difficult because we all have different schedules and things going on in our lives that we have to take into account. Pre-Event Preparation Project Management as a Skill The Most Difficult Part of the Assignment Hedge Funds Donations received: $156.23 Amount spent on booth: $35.00 As a group no one really over powered anyone We all contributed equally with giving ideas and completing tasks We worked liked a well oil machine bouncing ideas off each other and essentially building our team up along with our workshop dream job fair. Weaknesses: Attention Span Punctuality Nikki Bob Street- Director/Socializer/ Thinker/ Analytic Nikki Bortolotto– Director Scot Zelazny – Socializer Destina - Director Weakness Attire Ambition Scot How This Presentation Improved our Business Skills Strengths: Inspiration Positivity Strengths: Communication Leadership As a team we feel like we worked equally, dividing up the tasks and concurring them. As a team we feel we work really well together being able to throw around ideas with each other. Being able to divide up the tasks; we feel as a team we were all leaders in our own way. Clashing As a team we feel like we worked equally, dividing up the tasks and concurring them. As a team we feel we work really well together being able to throw around ideas with each other. Being able to divide up the tasks; we feel as a team we were all leaders in our own way. Leader vs. Manager Leader vs. Manager Robert What We Could Have Done To Be More Successful We all had different ideas so we just generated ideas together and discussed with each other having negatives and positives in how it will work. Leader vs. Manager Sponsorship Set-up Purchases As a team we feel like we worked equally, dividing up the tasks and concurring them. As a team we feel we work really well together being able to throw around ideas with each other. Being able to divide up the tasks; we feel as a team we were all leaders in our own way.

Hedge Fund

Transcript: Fund Virag Mehta Financial Security Hedge What is a Hedge Fund ? 1% Description What are Hedge Funds ? Privately owned companies Limited clients Goal is to generate high returns Don't have to follow most rules set by SEC / CSA Have more freedom in what they invest in Must be an accredited investor Accredited Investors Accredited Investors What are the requirements ? Need to earn at least $200,000 per year Or have over$1,000,000 in net worth What can Hedge Fund invest in ? Investments Bonds Stocks Fine Art Minerals Real Estate Currencies Pro & Cons How hedge funds make you money ? Pros Advantages Aggressive Investment Strategies: can use a lot of strategy like leverage than other can’t use Huge Gains: various types of strategies and high risk potential Good Performance: gives you a return even if the market is down Expert Advice: investors with lot of experience manage the money Diversification: can invest in various types of assets Disadvantages Cons Large Investment Fees: usually 2% management fees and 20% of all the profit Leverage: Often use borrowed money from the bank to invest in hope of high return Illiquid: First year lock in and payouts only twice a year Standard Devaluation: A tool used to calculate risk but can’t show you the bigger picture in risk of return Initial Investment: Usually need about $250,000 to get started Solution How to invest in a hedge funds ? Must be a accredited investor with the risk tolerance Can invest in the stock/share of the fund if released Contact the company using a broker or directly Alpha North Asset Management King & Victoria Fund LP Bridge water Associates D.E. Shaw & Co. Two Sigma Real Life Examples Examples Why invest with us ? Product We have provided an excellent return of investment over the 20 years at 16.8% All performance fee reinvested into the fund Leverage with warranty Overall best 2018 Canadian hedge fund Sources Sources Team For Inquires Alpha North Asset Management 333 Bay Street, Suite 630 Toronto, On, M5H 2R2 Phone: 416-506-0776

Hedge Fund Shit

Transcript: AHL Investment Marketing Graduate Program GLG Affects Professional Investors (ie. Insitutional and Well-Informed) Alternative Investment Fund Manager Directive Historically, there have been different regulatory approaches within each country in the EU. In 2010, the EU approved a law to require hedge funds to register with national regulatory authorities. The EU's Directive on Alternative Investment Fund Managers (AIFMD) was passed by the EU Parliament on November 11, 2010 and is the first EU directive focused on "alternative investment fund managers", including hedge fund managers.[ The directive requires managers to disclose more information, on a more frequent basis, to regulators about their investment strategies. Countries within the EU are required to adopt the directive in national legislation by early 2013. 12 month program designed to develop graduates in some of the core commercial business areas within Man, with the goal being for the successful candidate to use the acquired expertise in the creation of compelling marketing collateral. Benefit the Investment Marketing team. rotate in sales, investment management and product teams. each graduate takes on a specific project that should develop their team. After the rotation, return to the IM team where the graduate is responsible for writing and managing Man's marketing collateral. work with senior RMs, invesment management and communications personnel. *The role will also involve the development, implementation and regular review of a detailed marketing plan.* Requirements: -degree in Finance/Business -a demonstrable, active interest in financial markets -self-managed, intuitive, and pro-active -team-oriented -excellent English, some German -entrepreneurial mindset, creative thinking -excellent MS Office skills My notes: -important of knowing how to conduct marketing research (read over marketing notes!!) -great with MS office, prezi -very interested in both markets and marketing -want to grow in this direction -have the skills for it Performance Fees Management Fees (AuM( acquired October 2010 ntended to make MAN group more diversified, partly due to investment strategies that have low correlation to AHL performance MAN- strength in distribution GLG- range of liquid strategies GLG’s focus through its alternative strategies is on preserving clients’ capital and achieving consistent, superior absolute returns with low volatility and low correlations to both the equity and fixed income markets. Since its inception in 1995, GLG has built on the roots of its founders in the private wealth management industry to develop into one of the world’s largest and widely respected alternative investment managers with a growing presence in the market for traditional long-only investment products, serving individuals, corporate and institutional clients. GLG’s investment performance reflects the capabilities of its deep and talented team of investment professionals as well as its rigorous and bespoke risk control processes. manages about 32bn (on MAN-GLG site, as of March 2011) on GLG site it says 23bn.. as of initially set up under Lehman Bros. what distinguishes hedge funds from traditional funds is mainly investment strategy and the absence of regulatory/investment constraints they can use more aggressive strategies (ie. short selling, arbitrage, options) use a broad number of investment strategies exposure to different types orf market risk (ie. interest rate risk, currency risk, term rate risk) and structural? risk (liquidity risk, credit risk, volatility risk) driven by institutional investors (over 50%) ie. public pension, endowment plan, family office increasing concentration as industry matures hedge funds can be good for increasing returns and diversification of a portfolio directional strategies (ie. event-driven, equity long/short) increase return and reduce risk of portfolio but are more highly correlated with equity markets relative value strategies ie. fixed income arbitrage, equity mark neutral, are good for risk reduction and diversification for Jakub: internal processes? personality type? IM department? dress code/ attitude? Hedge Funds Swiss Market 2/20 UCITS MAN In the last few years, alternative investments and hedge funds in particular have become part of the standard asset allocation process in the Swiss private banking business as well as for many Swiss institutional investors. This is the case even though, given legal and regulatory constraints, hedge funds may only be distributed in Switzerland by way of private placement, without any public offering. In addition, Swiss law and the practice of the supervisory authority, the Federal Banking Commission, allow for the setting up and the public distribution of collective investment schemes which take different forms and which invest into hedge funds (e.g. investment companies, investment foundations, and funds of hedge funds). These structures have also contributed to the success of

Hedge fund

Transcript: Trade of: futures stocks currencies bonds options Administrator Attractive points They bring capital Generates revenue and profit that provides it to its customers Individual transaction is entirely dependent on the actions of money managers The structure of presentation: 1. General information about hedge funds 2. Structure of hedge fund Victory 3. Sources of income 4. Conclusion Offshore areas of financial control Hedge fund victory designed by Péter Puklus for Prezi If an ordinary broker simply makes a one-time transaction on behalf of a hedge fund, the prime broker performs a much wider range of functions. Attract the attention of the investment companies Hedge fund primary broker guarantor bank Unattractive points Financial instruments Equity investment participation No limit of the use of funds funds under the only currency or commodity transactions High level of risk It's a company whose functions include the definition of investment strategy hedge fund Fraudulent schemes Investors asset manager Elena Zimina What is hedge fund? The annual growth of investment Daria Semina Its main task is keeping investors' assets: money, securities, precious metals, etc. This independent evaluation is needed to reduce the risks Victory Victoria Platonova The earnings of hedge funds consists of the following factors: -use the classic strategy of mixing long and short positions in the same portfolio within the promotional trade; -participation in trade securities only within short-term strategies; -game on price fluctuations of securities under similar assets, significantly reduces the riskiness of transactions; -Work with assets or debentures of the Company, having some problems in business (operating or financial), leading to a transformation - from restructuring to bankruptcy; -various forms of arbitration - from mergers to generate income from the formation of the price differences between the base of shares / convertible bonds or bond assets having a direct relationship; -investing in assets (securities of various types) in developing countries; -investing in global commodity, currency and stock markets; -futures trading.

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