HFA Symposium Connecticut
When & Where

Thursday, May 2, 2013

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

Hyatt Regency Greenwich
1800 East Putnam Avenue
Old Greenwich, CT 06870
Tel: +1 203 637 1234

directions

HFA Contacts

Hedge Fund Association


Global Executive Director
Lara Block
lblock@thehfa.org

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

Connecticut Chapter Director
Sal Shah
McGladrey
kislay.shah@mcgladrey.com

Sponsors

McGladrey

Battea

Finn Dixon & Herling


Media Partners

Eurekahedge

Hedge Connection

LatamAlternatives

HedgeFundConferences.com

Reuters HedgeWorld

FINalternatives

Global HFA

Hedge Fund PR


HFA Thought Leaders

McGladrey

Rothstein Kass


Travel Partner

The Appointment Group


Upcoming Events

HFA Symposiums:

May 14th - Washington, DC
Hedge Funds and the Regulatory Road Ahead

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

May 22nd - Boston, MA
Are you leaving money on the table?

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 Finn Dixon & Herling 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 HFA members and clients of McGladrey, Battea and Finn Dixon. Investors and managers who are not HFA members or clients can register for $25/per person. A limited number of service providers may register for $100/per person.

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

HFA Members and Sponsor Clients Button

Non-Members/Non-Client Investors and Managers

Non-Member Service Providers

Request Media Pass


EVENT SPEAKERS

Moshe Metzger
Moshe Metzger
Partner, Financial Services Tax Group,
McGladrey LLP

Moshe Metzger is a partner with McGladrey’s Financial Services Tax Group in New York, and a leader of the group’s Consulting Services Division. With over 30 years of experience, he specializes in tax planning involving the structure of onshore/offshore hedge funds. Moshe provides transactional advice on the tax impacts of securities trading and guidance on compensation structuring for financial services enterprises. He also advises international management companies about their structure and trading activities.

Prior to joining the firm, Moshe was the Chief Financial Officer and Tax Director at Andor Capital Management, a Connecticut-based $10 billion dollar group of hedge funds with onshore and offshore investment vehicles. He was responsible for all aspects of fund administration, accounting, auditing and tax reporting for Andor’s funds.

Peter K. Hansen
Peter K. Hansen
Chairman,
Battea - Class Action Services, LLC

Peter Kilbinger Hansen is the Chairman of Battea - Class Action Services, LLC, the leading provider of securities class action settlement recovery services to the institutional investment community. Throughout his twenty-plus year career, Mr. Hansen founded several private and public companies (AMEX and Nasdaq), including broker/ dealers, a clearing corporation and a leading US equity institutional stock-crossing Alternative Trading System (ATS). Mr. Hansen has been featured on CNN globally, speaking on the topic of risk management. Possessing significant global operations, compliance and financial transaction processing experience, Mr. Hansen has lead several equity financings, including public and private offerings, and successful financings. A native of Denmark, Mr. Hansen holds economics degrees from Neil's Brock Business School of Copenhagen and the Copenhagen University of Language and Economics.

Matthew S. Eisenberg
Matthew S. Eisenberg
Partner,
Finn Dixon & Herling

Matthew Eisenberg has more than 20 years of experience providing legal and regulatory advice to hedge funds, funds of funds, private equity funds, investment advisers, placement agents, institutional investors and other industry participants.

Matthew began his legal career in 1990 as an associate at the New York City law firm of Rogers & Wells. In 1993, he became an associate at Winthrop, Stimson Putnam & Rogers & Wells. In 1993, he became an associate at Winthrop, Stimson Putnam & Roberts, another New York City law firm. In 1996, Matthew co-founded an investment management boutique law firm in Fairfield County, Connecticut, which catered to the then burgeoning hedge fund industry. In 2007, Matthew joined Finn Dixon & Herling.

Sal (Kislay) Shah, CPA
Moderator: Sal (Kislay) Shah, CPA
Financial Services Practice Leader,
McGladrey LLP

Sal Shah provides advisory and assurance services to investment management companies, including hedge funds, private equity firms, venture capital funds, fund of funds, mutual funds, collateral debt obligation funds and mortgage-backed assets trading and securitization companies. Typically, his clients manage up to $13 billion in assets. He leads McGladrey's Financial Services team in Connecticut.

The Hedge Fund Association is not responsible for attendee travel costs in the case of an event cancellation.

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