HFA Australia Chapter's Institutional Investor Roundtable
Hedge Fund Association
When & Where

Wednesday, February 5, 2014

  • 15:00pm-15:15pm Registration
  • 15:15pm-15:25pm Opening Remarks
  • 15:25pm-15:40pm HFSB Update & Introductions
  • 15:40pm-16:40pm Presentations
  • 16:40pm Questions/Refreshments

KPMG

KPMG
Auditorium, Ground Floor 10 Shelley Street
Sydney, NSW 2000

Directions

Sponsor

HFSB

HFA Contacts

Global Executive Director
Lara Block
lblock@thehfa.org

Global President
Mitch Ackles
Hedge Fund PR
mitch@hedgefundpr.net

Australia Chapter Director
Adriana Kostov
Excalibur Funds Management
akostov@thehfa.org

HFA Thought Leaders

Rothstein Kass

McGladrey


partners

Hedge Connection

HedgeFundConferences.com

Hedge Fund PR

Reuters HedgeWorld

FINalternatives

LatamAlternatives

Hedgeco

Eurekahedge


HFA Travel Partners

The Appointment Group

Virgin-Atlantic Airlines

Upcoming Events

HFA Symposium:

February 6th - Boston
2014 Key Compliance Priorities

February 24th - Washington DC
Hedge Fund Launch: Navigating in a New Environment

March 3rd - New York
Take Your Hedge Fund From $100MM to $1Billion

HFA Roundtable

The Hedge Fund Association is pleased to present the Hedge Fund Standards Board’s Institutional Investor Roundtable in Sydney, Australia, as part of the 2014 Global Series.

The Hedge Fund Standards Board is a standard setting body for the global hedge fund industry, which brings together investors and managers from around the world to promote high standards of practice in the industry. It is custodian of the Hedge Fund Standards which: (a) provide a mechanism for promoting transparency, integrity and governance; (b) facilitate investor due diligence; (c) help safeguard the reputation of the industry; (d) complement public policy.

The HFSB carries out its mission of promoting high standards by:

  • Collaborating with managers and investors to create an “eco-system” where users and providers come together to agree the Standards for the hedge fund industry and how it should operate.
  • Regularly reviewing the Standards to ensure that they remain relevant and in tune with the evolution of the industry.
  • Actively engaging with the governmental/supervisory community so that regulation reflects how the industry works and the Standards reflect public policy requirements.

This event in Sydney is the second of the HFSB 2014 series of global institutional investor roundtables where investors and managers present practical case studies on topical issues. This roundtable will focus on:

  • Conflicts of interest in draw down funds.
  • Corporate governance.
  • Analyzing and understanding fund expenses.
  • Harmonizing market risk reporting: the search for the win-win-win.

A more detailed update on the HFSB and its initiatives will also be provided.

This HFA Symposium is complimentary, and followed by refreshments and networking.

Space is limited, please select a link below and RSVP now:

Register Now

Request Media Pass


EVENT SPEAKERS

Adriana Kostov
Opening Remarks: Adriana Kostov
Australia Regional Director,
Hedge Fund Association

Adriana Kostov is the Regional Director - Australia of the Hedge Fund Association. Ms. Kostov is qualified with Law/Commerce degrees from the University of Western Australia, and has a background of working in regulatory affairs, governance and corporate advisory within the hedge fund, family office and corporate finance sector.

Thomas Deinet
Update and Introductions: Thomas Deinet
Executive Director,
Hedge Fund Standards Board

Thomas Deinet was appointed Executive Director of the HFSB in 2008. In 2007, Thomas joined the working group to project manage the development of practice standards proposed by 14 leading international hedge fund managers that led to the establishment of the HFSB.

Prior to joining the HFSB, he was a senior manager at Oliver Wyman, where he extensively worked with major financial institutions in Europe covering asset management as well as corporate and investment banking. Thomas also worked as an analyst in energy trading for a major commodities trading firm. Thomas is a graduate of the University of Karlsruhe, Germany, with a major in industrial engineering and holds an MSc from Purdue University, USA. Thomas is a CFA charter holder.

Bruce Tomlinson
Bruce Tomlinson
Portfolio Manager,
Sunsuper

Bruce Tomlinson, portfolio manager, Sunsuper (Sydney), took up this position in 2007. From 1999 he was a statutory fund manager at AMP Capital Investors. In 2006 he was seconded to an Australian equity team as portfolio manager, where he helped manage both long-only and hedge fund strategies. In 1995-1999, he was head of performance measurement at Henderson Global Investors, London, and AMP Asset Management, Sydney. Before this, he was manager quantitative research at ASSIRT Investment Research (now S&P Research). He was also senior performance analyst at State Street Australia Ltd in Boston, Sydney and Melbourne.

Bruce has a postgraduate certificate in management from the Macquarie University Graduate School of Management, an MBA from Ohio State University, and a Bachelor of Architecture degree from the University ofWestern Australia. He is a chartered financial analyst with the CFA Institute.

John Richardson
John Richardson
COO & General Counsel,
Ionic Capital Management, LLC

John joined Ionic before it launched in 2006. Prior to that, he was Counsel in the hedge fund practice group in the New York office of Bingham McCutchen, LLP.

John’s practice focused on counseling registered and unregistered investment advisers in connection with the formation and management of private investment funds, including domestic and offshore funds and funds of funds. Prior to joining Bingham, John was a senior associate in the hedge fund practice group of the New York office of Bryan Cave, LLP. John obtained a JD from the University of South Carolina, cum Laude, and a BS in Business Administration from the College of Charleston, cum Laude.

David Walter
David Walter
Director,
Portfolio Management Group,
PAAMCO

David Walter is a Director in PAAMCO’s Portfolio Management Group based in Singapore, responsible for Asian focused investments and acts as Head of Research for Asia. David performed a similar role for KBC Alpha Asset Management. Before KBC, he co-founded Arbiter Fund Managers where he established and managed a dedicated Japanese long/short equity fund.

David also worked at London and Oxford Capital Markets establishing and running a Japan-focused multi-strategy fund. He was also Head of Japanese Equity Product at Sanwa International Securities. He began his career in 1987 at Barings Far East Securities as a Japanese convertible and warrant trader. He has twenty-eight years of investment management experience. David graduated from Christ Church, Oxford with an MA (Hons) degree in Modern History

Michael Hamer
Michael Hamer
Partner and Senior Analyst,
Albourne Partners

Michael Hamer is a Partner and Senior Analyst for Albourne Partners. Based in Bermuda, he follows esoteric strategies and in particular insurance-linked funds. He also acts as an investment consultant to insurance company clients, and markets Albourne’s services in Australia and New Zealand.

Michael previously worked with J.P. Morgan for fifteen years in capital markets, corporate finance and M&A, and with Centre Solutions, a reinsurance subsidiary of Zurich Financial Services, for eight years in underwriting and risk management. He is a Director and Chairman of the Masterworks Foundation, a Bermudian art charity and a Trustee of the Bermuda Institute of Ocean Sciences. He has a B.Sc (Hons) from the University of Melbourne and an M.Sc and D.Phil from the University of Oxford.

Speakers may change at any time due to unforeseen circumstances.
The Hedge Fund Association is not responsible for attendee travel costs in the case of an event cancellation.

Follow HFA
HFA on Linked In    HFA on Facebook    HFA on Twitter