Hedge Fund Insights 2013
 
14/11/2013
08:30 - 09:00

Registration and Refreshments
09:00 - 09:05

Chair's Opening Remarks

Yuri Bender, Editor-in-Chief, PWM

09:05 - 09:30
AIFM Directive & The Future

The full impact and challenges involved with the implementation of the AIFM Directive remain uncertain, with opinion noticeably divided. Understanding how investors can remain competitive in the face of tighter regulation is top of everyone’s list, but is there a consensus on how best to strike a balance between compliance and competitiveness? Is new regulation manageable, or too restrictive? What does this all mean for future market growth? Will the challenge become to export this new model beyond Europe, especially in the US and Asia?

Speaker: Cyrus Amaria, Director, Senior Product Specialist – Managed Account Development  Lyxor Asset Management 

09:30 - 10:05
Hedge Fund Strategies & Innovation

Speaker:  Antonio Meroni, Senior Fund Manager, Pengana Capital

10:05 - 10:30 Cross Asset Strategy Views: Yields won’t stay low forever

Entering the post-crisis period, the need for low yields to allow an orderly deleveraging while promoting growth seems intact. Yields appear to have started a bottoming process and the challenge for Central Banks is to withdraw stimulus without making a policy mistake… How to position portfolios as markets slowly transition to more growth and less monetary support? Could the Hedge Fund industry be the Alternative of choice? Gain insights into these questions, and more, from Lyxor’s global Cross Asset research team.

Speaker:
Jeanne Asseraf, Head of Cross-Asset Research, Lyxor Asset Management 
10:30 - 11:05 Hedge Fund Strategies & Innovation

Speaker: Andrew Sandler, Managing Director, Portfolio Manager, Sandler Capital Management
11:05

Concluding Remarks & Networking Coffee