Hedge Fund Association Symposium Chicago January 9, 2014
Hedge Fund Association
When & Where

January 9, 2014

  • 4:00pm-4:30pm Registration
  • 4:30pm-5:15pm Keynote
  • 5:20pm-6:30pm Manager Panel
  • 6:30pm-8:00pm Cocktails & Networking

K&L Gates
70 West Madison Street
Second Floor Conference Room
Chicago, IL 60602-4207

directions

Sponsors

K&L Gates

Baker Tilly


HFA Contacts

Global Executive Director
Lara Block
lblock@thehfa.org

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

Midwest Chapter Director
Joel Schwab, CFA
Hedge Fund Research, Inc.
jschwab@hfr.com

partners

Hedge Fund Research

Hedge Fund PR

FINalternatives

Hedgeco

HedgeFundConferences.com

LatamAlternatives

Hedge Connection

Reuters HedgeWorld

Eurekahedge


HFA Travel Partners

The Appointment Group

Virgin-Atlantic Airlines

HFA Thought Leaders

McGladrey

Rothstein Kass


HFA Symposium

The pursuit of exceptional risk-adjusted return has grown increasingly competitive against a backdrop of significant central bank activity. Hedge funds currently manage over $2.5 trillion in AUM as U.S. equity markets have surged. We will explore a number of topics regarding key dynamics of the hedge fund industry at the start of 2014.

What are the opportunities for emerging managers in this environment? How important is fee reduction for improvement of hedge fund performance? What are the advantages and disadvantages of liquid hedge fund strategies? What are the challenges facing CTAs? What happened to performance on the short side of hedge funds?

Chicago based managers will also provide their thoughts on the markets and hedge fund strategies.

  • Keynote Presentation by Andrew Beer
  • Manager Panel Discussion
  • Professional Networking Opportunity

This HFA Midwest Chapter Symposium is complimentary for HFA members, hedge fund managers and investors. Non-member service providers may attend on a very limited basis by paying a $60 registration fee per person in advance.

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

Members, Investors, and Managers

Service Providers

Request Media Pass


EVENT SPEAKERS

Andrew D. Beer
Keynote: Andrew D. Beer
CEO,
Beachhead Capital Management

Andrew D. Beer is the Chief Executive Officer of Beachhead Capital Management, a hedge fund advisory firm based in New York and Lexington, MA. Previously, Mr. Beer served as the Senior Advisor and seed investor of Belenos Capital Management and co-founded Apex Capital Management, a leading Asia-focused investment firm that manages several market neutral and directional hedge funds from New York and Hong Kong. Prior to this, Mr. Beer co-founded Pinnacle Asset Management, a commodity fund of hedge fund firm that manages over $2 billion. Mr. Beer received his M.B.A. as a Baker Scholar from Harvard Business School and his A.B., magna cum laude, from Harvard College.

Kelly A. Chesney
Kelly A. Chesney
Principal,
Pluscios Management

Kelly Chesney is a co-founder and the Chief Operating Officer of Pluscios Management LLC, an SEC registered investment manager that advises institutional investors on hedge fund investing and runs a family of funds of hedge funds. She and her co-founder launched Pluscios in 2006 having previously run JPMorgan’s (formerly Bank One’s) Chicago Hedge Fund Group. Ms. Chesney received an M.B.A. from the Kellogg Graduate School of Management at Northwestern University, a J.D. from IIT Chicago-Kent College of Law, and has over 20 years of legal and capital markets investment experience.

Frances Tuite
Frances Tuite, CFA, CPA
Founder and Portfolio Manager,
1837 Partners

Prior to founding 1837 Partners in 2000, Fran began her career in 1983 as an analyst at Johnson Investment Counsel in Cincinnati, followed by two years at William Blair & Company in Chicago. In 1990, she joined Harris Associates as an analyst for Hesperus Ltd and in 1994, moved with Peter Foreman to join Sirius Partners Ltd. She managed the small cap segment of the partnership and was actively involved in the long/short equity portfolio. In 1997 she joined Talon Asset Management where she established Talon Opportunity Partners, which became 1837 Partners in 2006, when she joined RMB Capital Management, LLC. Ms. Tuite receive her B.B.A from the University of Cincinnati and M.B.A. from Miami University, Oxford, OH.

Leah J. Zell
Leah Zell
Portfolio Manager,
Lizard Investors LLC

Ms. Zell is the founder of Lizard Investors LLC and the portfolio manager of Lizard International Fund. Lizard invests in the equity of companies domiciled outside the U.S. The Fund is geographic, sector, benchmark and market capitalization agnostic and focuses on providing excellent risk adjusted returns. Prior to founding Lizard in 2008, Ms. Zell held several international lead portfolio manager positions at Wanger Asset Management, a firm she co‐founded. Ms. Zell has served as treasurer and a member of the executive committee of the Chicago Council on Global Affairs since June 2004. She also is a director of the Horton Trust Company, a member of the Council on Foreign Relations, a member of the Harvard Global Advisory Council and a member of the Radcliffe Institute Dean’s Advisory Council. Ms. Zell is a Chartered Financial Analyst and graduated with a B.A. magna cum laude and Phi Beta Kappa from Harvard University, where she also earned her Ph.D. in European social and economic history.

Joel M. Schwab
Moderator: Joel M. Schwab, CFA
Managing Director
Hedge Fund Research, Inc.

Mr. Schwab has devoted over a decade of his career to improving the quality and diversity of information and research on the hedge fund industry. He currently heads up new business development efforts for HFR Hedge Fund Database & Research Products. He also practiced law in the Corporate Department of the law firm Katten Muchin Zavis in Chicago. He holds a J.D./MBA from the University of Michigan. Mr. Schwab also holds a Bachelor of Science Degree in Business Administration from the Walter A. Haas School of Business at the University of California, Berkeley.

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.

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