Asset and Wealth Management

[Webinar] Currency Hedging in Wealth and Asset Management

Overview

Institutional investors and family offices face constant pressure to deliver returns and reduce costs from investing in international assets. They must deal with a range of challenges, including the impact of currency volatility on their and their clients’ investments. In order to reach their risk-adjusted return objectives, a portfolio manager must eliminate the currency risks that erode returns and can generate capital losses as well as recurring costs.

Objective

By the end of the webinar, participants will know:
1. The importance of hedging currency risk in terms of profit and loss (P&L), governance, fiduciary and regulatory implications
2. The negative impact of currency on IRR, portfolios of liquid and hard assets and different share classes if not managed
3. How to hedge currency risk using different hedging strategies

Content

1. Main currency risks, costs and positive P&L generation opportunities
2. Why hedge currency risk
3. How to hedge currency risk using different instruments and hedging strategies

Who should attend

• Wealth managers
• Single and Multi-Family offices
• Long only fund or ETF fund managers
• Private Equity and Venture Capital fund managers (including their portfolio companies)

Speaker/Course Instructor

Alain GROSHENS
Mr. Alain Groshens is the CEO of SystematicEdge, a firm specialising in investment and currency management. For 30 years, Alain has been directly in charge of multi-asset portfolio management and head of trading divisions for major European Investment Banks. An FX and Fixed Income expert, he has worked with some of the world’s largest companies and institutional investors on their Asset Liability Management strategies. He has a Bachelor in Math & Physics from Pierre & Marie Curie University in Paris, a Masters degree in Computer Science and a Master in Financial Markets from Dauphine University in Paris.

Details

Code
TSBAW22000201
Date & Time
Thursday, 6 Oct 2022 (12:20PM - 1:20PM)
Venue
Virtual Platform
Relevant Subject
Type 4 - Advising on securities
Type 9 - Asset management
Tags
New
Language
English
Hours
SFC:1.00, PWMA:1.00
Fees
All Member: HK$270
Staff of Corporate Member: HK$270
Non-Member: HK$540
Student Member (UHKSI): HK$135