Hedge Fund Association Webinar
When & Where

Friday, October 4, 2013

  • 11:00am EDT/8:00am PDT
HFA Contacts

Hedge Fund Association


Global Executive Director
Lara Block
lblock@thehfa.org

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

Sponsor

LXE

HFA Thought Leaders

McGladrey

Rothstein Kass


partners

FINalternatives

LatamAlternatives

Reuters HedgeWorld

Hedge Fund PR

Hedgeco

Hedge Connection

HedgeFundConferences.com

Eurekahedge


Exclusive Travel Partner

The Appointment Group


Upcoming Events

HFA Conference:

November 4th - New York
Hedgeopolis: Hedge Fund Insights Conference

HFA Golf League:

October 1st - New York
Golf League Tee Off

HFA Breakfast Roundtable:

October 15th - New York
The Perfect Storm: The convergence of regulatory, technology and operating model changes in the hedge fund industry

HFA Symposiums:

October 2nd - São Paulo, Brazil
Raising Capital in the United States: The Changing Regulatory Landscape

October 24th - New York
Take Your Hedge Fund from $100MM to $1B in the Post-2008 World

HFA Webinar

The passage of the JOBS Act now empowers hedge funds with many new choices to accelerate capital raising and stand out from the competition, including print, digital and direct-mail advertising, social media marketing, and media relations. Please join us on October 4, 2013 for New Opportunities for Hedge Fund Marketing: how to create an effective ad campaign while avoiding regulatory pitfalls.

In this free webinar, attendees will learn about:

  • Creating a Comprehensive Advertising and Marketing Campaign
    • How to Advertise without Alienating your existing client base
    • Quantifying Results and Optimizing Campaigns
  • Private offerings -- Rule 506(b)
    • The new rules – General Advertising/Solicitation -- Rule 506(c)
    • Opportunities & Risks
    • Advertising Rules under the Advisers Act & SEC pronouncements
    • Proposed Additional Rules on Form D and General Solicitation Materials

Register Now


EVENT SPEAKERS

Steve Saltzstein
Steve Saltzstein
Managing Partner,
LXE Marketing & Media

Mr. Saltzstein is a founding partner of LXE Marketing and Media. LXE Marketing is an agency that is focused on creating branding, marketing and advertising strategies for funds. As the restrictions on general solicitation are lifted; Hedge Funds, Private Equity Funds and VCs have an unprecedented opportunity to increase AUM. LXE’s focus is on helping funds develop advertising and marketing strategies targeted toward: accredited investors, pension funds, SFOs, MFOs, sovereign wealth funds and platforms.

Mr. Saltzstein has worked in the alternative investment industry since 1997 where he served as a portfolio manager of both equity and credit strategies. He also worked at GMR Marketing where he served as Special Projects Manager on accounts such as Phillip Morris and Miller Brewing Company and spent significant time doing marketing in the telecommunications industry for such companies as AT&T, McCaw Cellular and Telecard, Inc.

Brad Caswell
Brad L. Caswell
Special Counsel,
Schulte Roth & Zabel LLP

Brad L. Caswell is a special counsel in the New York office, where his practice focuses on counseling hedge and private equity funds on operational, regulatory and compliance matters. He provides guidance to clients on a broad range of issues including those related to the U.S. Investment Advisers Act, other federal, state and self-regulatory organization requirements, and securities trading rules in the U.S. Brad also provides guidance to clients with operations in Hong Kong, Japan and other markets throughout Asia, and the U.K., with respect to regulatory, compliance, trading and operations.

With 12 years of in-house experience including as general counsel and chief compliance officer of investment advisers ranging from multi-billion dollar funds to start ups, and his experience in the asset management group of a leading investment bank, Brad offers a valuable perspective on investment management operations and compliance issues. He is a 1996 graduate of Boston College Law School and a 1992 graduate of Georgetown University.

Mitch Ackles
Moderator: Mitch Ackles
CEO, Hedge Fund PR
President, Hedge Fund Association

Mitch Ackles is the CEO of Hedge Fund PR and the president and spokesman of the Hedge Fund Association, an international non-profit organization that promotes the understanding and development of the hedge fund industry. With over 20 years of experience, Mitch has executed campaigns for hedge funds, political and economic leaders, service providers, luminaries, conference organizers, charitable organizations and local, national and global hedge fund groups.

Speakers may change at any time due to unforeseen circumstances.

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