Hedge Fund Association Symposium Chicago
Hedge Fund Association
When & Where

Wednesday, October 8, 2014

  • 4:15pm-4:45pm Registration
  • 4:45pm-4:50pm Opening Remarks
  • 4:50pm-5:20pm Keynote
  • 5:20pm-5:30pm Sponsor Update
  • 5:30pm-6:15pm Manager Panel
  • 6:15pm-8:00pm Cocktails & Networking

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

directions

Sponsor

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/Event Co-Chair
Joel Schwab, CFA
Hedge Fund Research, Inc.
jschwab@hfr.com

Event Co-Chair
Paul Rieger
RCM Asset Management
prieger@rcmam.com

HFA Thought Leaders

Concept Capital Marketing

Rothstein Kass

McGladrey


partners

Eurekahedge

Eurekahedge

FINalternatives

Reuters HedgeWorld

Reuters HedgeWorld

LatamAlternatives

Hedgeco

Hedge Fund PR

HedgeFundConferences.com

Hedge Connection


HFA Travel Partners

The Appointment Group

Virgin-Atlantic Airlines

Upcoming Events

September - Free e-Book Special
Join or Renew your HFA membership this month and receive Tactical Portfolios: Strategies and Tactics for Investing in Hedge Funds and Liquid Alternatives

October 29 - New York
Student Symposium at Fordham University

October 30 - Ft. Lauderdale
Opportunities and Trends: Insurance Dedicated Funds and Structures

November 3-4 - New York
Hedgeopolis Hedge Fund Insights Conference

Hedgeopolis 2014


HFA Symposium

We are living in an era of both record corporate profits and extreme profit margins on a historical basis. Is this the true new normal or is this the time for institutional investors to reexamine their exposure to alternative investments? We will explore alternative investment strategies which may have the potential to perform amidst declining stock or bond markets.

Our keynote presenter will discuss the performance of managed futures during various market periods and the variety of managed futures strategies available. Our manager panel will provide insights about some of the key opportunities that they see within the global financial markets.

Please join us afterwards for cocktails and professional networking opportunities.

This HFA Midwest Chapter Symposium is complimentary for HFA members as well as accredited investors. Non-member hedge fund firms and service providers may attend by paying a $75 registration fee per person in advance. This event is open to hedge fund firms, institutional investors and family offices. There are a limited number of spots available for service providers.

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

Members, Investors, and Managers

Non-Members and Service Providers

Request Media Pass


EVENT SPEAKERS

Ernest L. Jaffarian
Keynote: Ernest L. Jaffarian
Founder and Chief Executive Officer,
Efficient Capital Management, LLC

Ernest L. Jaffarian is the Founder, and Chief Executive Officer of Efficient Capital Management, LLC. He is a veteran of over 25 years within the alternative investment industry in the areas of trading, portfolio construction, and risk management. In 1986 he joined Chicago Research & Trading Inc. (CRT) as a member of the proprietary trading group on the floor of the Chicago Board Options Exchange and rose to position of Senior Vice President for OTC Treasury Options. Immediately prior to founding Efficient, Jaffarian was responsible for the managed futures department of Hull Equity Management, LLC and for the allocation of Hull Trading Company, LLC’s proprietary capital among trading advisors. Jaffarian is a CAIA® designee and the author of A Survey of the Managed Futures Industry (2007) and the chapter on Managed Futures in CAIA Level II: Advanced Core Topics in Alternative Investments (Wiley & Sons, 2009). Jaffarian is currently on the Board of Directors of the National Futures Association.

Eric Metz
Eric Metz
Portfolio Manager and Derivatives Strategist,
RiverNorth

Eric joined RiverNorth in 2012 and serves as Portfolio Manager and Derivatives Strategist. Eric aids the firm in optimizing risk while managing the derivatives-oriented portfolios. Prior to joining RiverNorth, Eric was a partner at Bengal Capital LLC, a multi-asset volatility arbitrage firm. Prior to Bengal, Eric was a senior trader at Ronin Capital, LLC where he specialized in equity and ETF derivatives. Eric graduated Magna Cum Laude from the University of Michigan with a B.S.E in Industrial and Operations Engineering and earned his M.S.E., with honors, in Industrial and Operations Engineering. Eric was enrolled in the Industrial and Operations Engineering PhD program at the University of Michigan before pursuing his career path with the Chicago Trading Company on the floors of the Chicago Mercantile Exchange (CME) and Chicago Board Options Exchange (CBOE). He is a CFA Charterholder and member of the CFA Institute and the CFA Society of Chicago.

Michael Deverr
Michael Dever
Founder,
Brandywine Asset Management

Michael Dever is the founder of Brandywine Asset Management and author of the best-selling book Jackass Investing: Don't do it. Profit from it. Brandywine, founded in 1982, is an investment management firm with experience trading in a broad range of markets, including equities, mutual funds, currencies, and global futures and commodities. This experience culminated in the launch of Brandywine’s highly-rated Symphony Program in 2011. The Symphony Program uses Brandywine’s Return Driver based research approach and Predictive Diversification portfolio allocation model to trade across more than 100 global financial and commodity markets. Mike has also been a featured subject of three books, Bulls, Bears and Millionaires, Market Beaters and The Investor's Guide to Hedge Funds.

Anthony Rettino
Anthony Rettino
Founding Principal and Portfolio Manager,
Elementum

Anthony Rettino is a Founding Principal and Portfolio Manager at Elementum. Tony serves on the firm’s Board of Managers and as Co-Chairman of Elementum’s Investment Committee and is responsible for portfolio strategy and construction, investment selection, trading and hedging.Tony is also Director and CEO of Elementum (Bermuda) Ltd. Prior to Elementum, he co-managed the Reinsurance and Risk-Linked Investments team at Stark Investments from September 2005 through November 2009. Tony has over 17 years’ experience managing a variety of reinsurance and risk-linked investment strategies. Tony earned a BBA in Accountancy with high honors from the University of Notre Dame and an MBA in Finance and Statistics with honors from the University of Chicago Booth School of Business. Tony is also a Certified Public Accountant (inactive status).

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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