HFA Symposium Boston
When & Where

Wednesday, May 22, 2013

  • 5:30pm-6:00pm Registration
  • 6:00pm-7:00pm Seminar
  • 7:00pm-8:00pm Cocktails

McGladrey
80 City Square
Boston, MA 02129

Complimentary Parking:
To Enter garage, turn right onto Warren Street at the lights at the end of the building, and then right onto Water Street. The Garage is in the second building on your right.

directions

HFA Contacts

Hedge Fund Association


Global Executive Director
Lara Block
lblock@thehfa.org

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

Sponsors

McGladrey

Battea

Foley Hoag


partners

HedgeFundConferences.com

Reuters HedgeWorld

Hedge Fund PR

Eurekahedge

FINalternatives

Global HFA

Hedge Connection

LatamAlternatives


HFA Thought Leaders

Rothstein Kass

McGladrey


Exclusive Travel Partner

The Appointment Group


Upcoming Events

May 14th - Webinar
Alpha and the Emerging Manager: Matching performance with Assets

May 16th - New York, NY
Opportunity in Latin American Funds

June 25th - Greenwich, CT
Opportunity in Latin American Funds

HFA Northeast Chapter Symposium

There are a number of ways for you to put more money to work at your fund. Aside from raising new capital, what can you do to cut costs and put more alpha into investments? Please join HFA along with McGladrey, Battea - Class Action Services and Foley Hoag LLP at an alternative investment seminar to learn about opportunities to maximize alpha through:

•   Projected tax rate changes
•   Securities class action settlement recovery
•   Regulatory developments and overhead impact
•   JOBS Act - a new capital raising opportunity

This Symposium is complimentary for all HFA members and clients of McGladrey, Battea and Foley Hoag LLP. Non-member investors and managers may also register at no charge. A limited number of non-member service providers may register for $100/per person.

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

HFA Members, Sponsor Clients, Inv & Mgrs

Non-Member Service Providers

Request Media Pass


EVENT SPEAKERS

Joseph R. Palombo, CPA
Joseph R. Palombo, CPA
Director,
McGladrey LLP, Boston

Joe is a director and leader of the Financial Services tax practice in New England. He is responsible for all aspects of our delivery of taxation consulting and compliance services to the New England asset management and financial services sector. Joe brings 25 years of financial services related experience to McGladrey; both as the managing partner of Coopers & Lybrand’s (PwC legacy firm) global investment management tax practice and as a senior executive in two large U.S. asset managers. He has extensive tax, distribution and operational experience across the asset management industry having served regulated investment companies, fund of fund vehicles, and custodians.

Woody Wood
Woody Wood
VP - Directory of Sales,
Battea - Class Action Services, LLC

Woody Wood, Director of Sales, at Battea – Class Action Services, LLC where he manages the institutional buyside marketplace, assisting clients implementing a best-in-class solution for securities class action settlement recovery and fiduciary compliance. Woody Wood has over 20 years of sales and management experience, with a proven record of building and managing sales organizations, distribution channels, and partner alliances. Prior to joining Battea, Woody held management positions with NYFIX, Inc. and Javelin Technologies. His career began at Advent Software, where was the 20th employee of the leader in institutional portfolio management software. He holds a bachelor of arts degree from Emory University.

Jeff Collins
Jeff Collins
Partner,
Foley Hoag LLP

Jeff Collins is a partner at Foley Hoag LLP, a Boston-based law firm. His practice involves representing investment advisers and private investment funds, in particular hedge funds. Mr. Collins is the Chairman of Foley Hoag’s Business Department and Co-Chair of the firm’s Investment Management Practice Group.

Scott Mackey
Moderator: Scott Mackey, CPA
Partner
McGladrey LLP

Scott is a partner and leader of the Financial Services practice in New England. He is responsible for all aspects of McGladrey’s delivery of assurance, taxation, risk advisory and IT consulting services to the New England asset management and financial services sector. Scott has more than 15 years of “Big 4” public accounting experience and has extensive experience across the asset management industry having served both the alternative investment space, including hedge fund, private equity and fund of fund complexes, and registered investment companies including mutual funds.

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

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