Asset Management

[Webinar] Introduction to Hedge Fund

Overview

This course provides an introduction to hedge funds, their structure, and the differences between hedge funds and mutual funds. It also examines hedge fund market trends, the clients who may be interested in hedge funds and why, as well as the considerations that should be highlighted to clients.

Objective

Upon completion of this course, participants will be able to:

• Define hedge funds and their structure
• Differentiate between hedge funds and mutual funds
• Analyse hedge fund market trends
• Identify clients who may be interested in hedge funds and why
• Discuss considerations that should be highlighted to clients

Content

• Definition of hedge funds
• Structure of hedge fund
• Hedge fund vs Mutual fund
• Hedge fund market trends
• Clients who may be interested in hedge fund and why
• Considerations to highlight to clients

Who should attend

This course is targeted for financial advisors, investment managers, portfolio managers, and analysts who advise clients on investment options. It would also be relevant to individuals who have an interest in hedge funds and want to expand their knowledge in this area.

Financial Incentive Scheme of the WAM Pilot Programme

This course has already been approved as an eligible course of the Financial Incentive Scheme for Professional Training (“the Scheme”) under the Pilot Programme to Enhance Talent Training for the Asset and Wealth Management Sector (“the Pilot Programme”). The Scheme aims to enhance the competency and professionalism of in-service practitioners within the asset and wealth management sector and to assist other practitioners within the financial services industry in acquiring the knowledge and skills required for entering the sector. Eligible applicants will be subsidised 80% of the course fees by the HKSAR Government upon satisfactory completion of the courses approved by Hong Kong Securities and Investment Institute, subject to a ceiling of HK$15,000. Hong Kong Securities and Investment Institute is appointed as the implementation agent of the Pilot Programme. Regarding the details of eligible criteria and application procedures, please refer to the dedicated web-site of the Pilot Programme (https://www.wamtalent.org.hk/).

Speaker/Course Instructor

Daniel JIM
Mr Jim started his career in Europe and was instrumental in supporting major European institutions' first investments into Chinese equities. He subsequently founded one of the first home-grown independent investment management firms in Greater China, focusing on alternative investment strategies.

Over the years, Mr Jim has established himself as one of Asia's pioneers in global hedge fund investments, conducted due diligence on more than 5,000 and allocated to over 100 funds. Mr Jim has been lecturing at the Institute for 20 years on topics ranging from hedge fund to asset management and is currently also a Part-time Lecturer at the Hong Kong Metropolitan University.

Daniel earned his Bachelor and Master degrees at the Chinese University of Hong Kong and SDA Bocconi in Milan, respectively, upon graduating from St. Joseph’s College in Hong Kong.

Details

Code
TPPAM24001301
Date & Time
Monday, 11 Mar 2024 (12:30PM - 1:30PM)
Venue
Virtual Platform
Relevant Subject
Type 9 - Asset management
Language
English
Hours
SFC:1.00, PWMA:1.00
Fees
All Member: HK$230
Staff of Corporate Member: HK$230
Student Member (UHKSI): HK$110
Non-Member: HK$460