Hedge Fund Association Sumposium Ft. Lauderdale
Hedge Fund Association
When & Where

Thursday, October 30, 2014

  • 3:00pm-3:30pm Registration
  • 3:30pm-3:45pm Liquid Holdings & The New Fund Reality
  • 3:45pm-5:15pm Panel Discussion
  • 5:15pm-5:45pm Q&A, One-on-Ones & Networking
  • 5:45pm Sharp Water Taxi to Ft. Lauderdale Boat Show
  • 6:00pm VIP access to the International Boat show
  • 6:15pm Exclusive HFA Cocktail Party on Lady Linda
  • 8:30pm Optional Return Water Taxi
  • Optional VIP access to International Yacht Company (IYC) selection of luxury yachts and after party
  • Thereafter shuttle tender every 30-45mins

Hilton Ft. Lauderdale Marina
1881 SE 17th St
Ft. Lauderdale, FL 33160

Directions

Sponsors

Apex Total Fund Solution

Liquid

International Yacht Collection

Greenberg Traurig

Zurich Global Life North America

Rothstein Kass

Zurich Global Life North America

Crown Global Insurance


HFA Contacts

Global Executive Director
Lara Block
lblock@thehfa.org

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

Southeast Chapter Director
Thalius Hecksher
Apex Fund Services
Thalius@apexfunds.us

HFA Thought Leaders

KPMG

Concept Capital Marketing

McGladrey


partners

South Florida Business & Wealth

Lifestyle

Greater Fort Lauderdale Alliance

FINalternatives

Reuters HedgeWorld

Global Banking & Finance Review

Hedge Connection

LatamAlternatives

Hedgeco

Hedge Fund PR

HedgeFundConferences.com

Eurekahedge


HFA Travel Partners

The Appointment Group

Virgin-Atlantic Airlines

Upcoming Events

October 29 - New York
Student Symposium: Pros and Cons of High Frequency Trading

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

Hedgeopolis 2014


December 4 - Miami
HFA Annual Holiday Party

December 11 - New York
HFA Annual Holiday Party

HFA Symposium

Please join us on Thursday October 30, 2014 for the HFA Symposium – Opportunities and Trends: Insurance Dedicated Funds and Structures to learn more about opportunities and risks of private placement life and variable insurance.

Panel discussion topics* will include information about:

  • What leading fund managers offer in the form of wrapping investments with a private placement insurance product;
  • Private Placement Life & Variable Annuity Wraps “101”;
  • Insurance Dedicated Funds (IDFs), Various IDF Platforms, Structures;
  • Asset managers who use IDF wraps and platforms;
  • How current investments can be wrapped and secured to benefit from growth;
  • Wisdom from leading insurance carriers, IDF platform managers, administrators and 3rd party experts;

*Topics involve a cross-section of insurance and asset management.

This HFA Southeast Chapter Symposium is complimentary for HFA members, managers and investors. Non member service providers will be accepted on a limited basis at $100 each.

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

Members, Investors, and Managers


Service Providers


Request Media Pass


EVENT SPEAKERS

Robert O'Boyles
Robert O'Boyles
Executive Vice President &
Director of Sales and Marketing
Liquid

Robert O’Boyle has served as Executive Vice President and Director of Sales and Marketing of our company since March 2013. Mr. O’Boyle brings over twenty years of business development and marketing leadership experience in the financial services industry. From 2002 until joining our company, he held several senior roles at Advent Software, Inc., including Vice President of Solutions Marketing, Business Development and Sales for Advent’s Asset Management Group. As Vice President of Product Marketing and Product Management of Advent’s Global Accounts Division, Mr. O’Boyle oversaw product strategy and positioning of Advent’s global asset management and hedge fund accounting system. Previously, he led software and service development at Solium Transcentive LLC. Mr. O’Boyle received his bachelor’s degree from the University of Connecticut.

Thalius Hecksher
Thalius Hecksher
HFA Southeast Chapter Director
Global Managing Director of Business Development,
Apex Fund Services

Thalius has over 18 years’ experience in the Global Financial Markets with an emphasis on the Asset Management, Private Equity, Hedge Funds, Capital Raising, Emerging Managers and Technology Platforms. Throughout his career he has established strong relationships globally with all major Banks, Brokerages, and Legal firms. Thalius joined Apex in 2009 and has been part of the growth from AUM$6B to in excess of USD$25B. He relocated in 2012 to Florida to lead the development growth of the business in North and South America. He has been instrumental in promoting Florida as a state of choice to the world of Finance with the famous headline in the NY Post – “Wall Street Flees NY for Tax Free Florida”. Thalius has appeared on CNBC, FOX Business and been working closely with Governor Scott and the BDB board of Palm Beach and the Broward Alliance. He was recently appointed as Director of the Hedge Funds Association of Florida.

Chris Calise
Chris Calise
President,
Crown Global

Chris Calise is responsible for setting the strategic vision for Crown Global as well as overseeing its day-to-day management, including operations and sales. He also works closely with both internal and external sales and marketing in the development of new product initiatives, as well as evaluating new markets.

Prior to joining Crown Global, Mr. Calise was a principal at LSC Investors, LLC, which advised The Second City, Inc. and Narciso Rodriguez and restructured Phillips de Pury & Luxembourg, the world's third largest auction house. Prior to LSC, he was an associate with Crown Capital Group, Inc.; a private equity investment firm focused on assisting middle-market companies build value over the long term and was one of the founding members of Fresh Direct, LLC. Mr. Calise was also a consultant with the Industrial Products Group at PriceWaterhouse in its Chicago office.

Scott R. MacLeod
Scott R. MacLeod
Shareholder,
Greenberg Traurig

Scott R. MacLeod focuses his practice on investment fund matters. He represents investment advisers, banks and related investment management clients in hedge fund, mutual fund, private equity and venture capital fund, and bank collective and common trust fund matters. Scott is experienced advising SEC and state-registered and exempt investment advisers in virtually all aspects of regulatory and fiduciary issues related to the Investment Advisers Act of 1940. He advises clients regarding mergers and acquisitions, client contracts, disclosure documents, inspections and enforcement proceedings, compliance, SEC filings, ERISA rules in relation to pension advisers, soft dollar and custody matters, wrap accounts, and investment performance advertising and marketing matters.

Scott is experienced with onshore and offshore hedge funds and private equity funds. He advises clients on the creation of master-feeder funds, registered hedge funds, insurance dedicated funds and funds of funds. Scott assists clients with a variety of private fund matters, including: drafting, reviewing or addressing structural issues, term sheets, private placement memoranda, partnership or operating agreements and investor subscription agreements; advising regarding applicable state and federal securities laws; negotiating with investors' counsel; drafting fund contracts with service providers; negotiating and forming the operating agreement for the fund manager; addressing broker/dealer issues related to fund sales; restructuring or renegotiating documentation as needed; and assisting with investor correspondence.

Robert Beauchamp
Robert Beauchamp
Senior Sales Vice President, Affluent Markets Group,
Zurich Global Life North America

Robert Beauchamp is the Senior Sales Vice President for the Affluent Markets Group of Zurich Global Life North America. Zurich Global Life North America is a part of the Zurich Insurance Group, one of the world’s largest insurance groups. Zurich Insurance Group is a leading multi-line insurer that serves its customers in global and local markets. With more than 55,000 employees, it provides a wide range of general insurance and life insurance products and services. Zurich’s customers include individuals, small businesses, and mid-sized and large companies, including multinational corporations, in more than 170 countries.

Mr. Beauchamp is responsible for the sales activities for private placement life insurance and annuity strategies. He also is a frequent speaker on life insurance matters and has been quoted in major financial publications.

James Meehan
Deirdre E. Fortune
Tax Partner,
Investment Management and Funds
KPMG

Deirdre is a tax partner in KPMG’s Investment Management and Funds practice. She has over 12 years of experience focusing on the tax needs of U.S. and non-U.S registered and unregistered funds including hedge fund, private equity fund, mutual fund and business development company clients. She also has extensive experience in various fund structures including, but not limited to, master-feeder structures, multistrategy, registered funds of hedge funds, variable annuity funds and fund of funds. She has an in-depth knowledge of the taxation of various financial products as well as the tax and informational reporting requirements of the funds to the taxing authorities and their investors.

Deirdre also has experience on international, state, and local tax-related matters such as, but not limited to, withholding taxes, nexus issues, and various other filings requirements. Before relocating to the New York office, Deirdre worked with financial services clients in KPMG’s Dublin office for three years. Deirdre is an Irish chartered accountant and a New York State certified public accountant. Deirdre received her BA degree in Business and Legal ' Studies and her Master of Accounting from University College Dublin.

James Meehan
Moderator: James Meehan
Managing Principal,
Compass Capital Advisors

James E. Meehan has spent his career in executive leadership and legal counsel positions with international investment and insurance organizations. Most notably, in 1994 he was named Managing Director and Counsel in the Corporate Trust Division of Coutts & Co. (Nassau, Bahamas), Cantor Fitzgerald and NewOak Capital prior to co-founding formed Rubicon Risk Analytics LLC, as Managing Principal. Ceded and sponsored by global institutions, the firm executed on a hedge fund hybrid strategy combining non-correlated cash flows/credit risk with longevity instruments. It had active book in excess of $6 billion covering most classes of CRE investment-grade exposures hedged by longevity derivatives. In the coarse of his career, Mr. Meehan has placed asset manager and investors in a variety of private place insurance products.

Today, Mr. Meehan is Managing Principal of Compass Capital Advisors LLC, providing structuring and ongoing services covering PPVA, PPLI, captive insurance, fund creation and other vehicles for alternative assets and tax efficient planning.

Mr. Meehan earned his BA, Liberal Arts (Honors with Distinction) from the University of Alberta, and a combined MBA with LLB/JD International Program from the Universities of Alberta and Dalhousie School of Law.

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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