Alternative Investment

[Classroom] The Hedge Fund Masterclass (3rd Cohort)


This programme comprises of FOUR modules, is an advanced programme designed to equip financial practitioners the required knowledge and skills to join and develop their career in the Hedge Fund Management industry.

Upon successful completion of all FOUR modules, the participant will be awarded the Certificate of Completion of this programme.


Train and advise 500 emerging investment talents to join the HK hedge fund industry in the next 5 years


Module 1: Overview of the Hedge Fund Management Industry:
- Origin
- Definition
- Structure of Hedge Fund
- Hedge Fund and Counterparties
- Hedge Fund vs Mutual Fund
- Hedge Fund Market Trends

Modules 2-3: Hedge Fund Strategies:
- Convergence
- Securities Selection
- Divergence
- Emerging Strategies

Module 4: Hedge Fund Investing:
- Due Diligence (IDD and ODD)
- Risk Measures & Return Analysis
- Performance Benchmarks
- Qualitative Assessments
- Investor Profile/Characteristics
- Sourcing (Capital Introduction)
- Transparency (Investor Relations)
- The Pros and Cons

Final course work
15-minutes 5 slides presentation of an alpha strategy by each participant
A Certificate of Completion (80% participation of class plus final presentation) will be awarded

Who should attend

This programme is primarily targeted to financial practitioners with a minimum of 5 years relevant sell/buy-side experience who would like to gain a solid understanding of and/or planning to enter/further develop themselves in the hedge fund management industry.

Financial Incentive Scheme of the WAM Pilot Programme

This is one of the eligible courses / seminars under the Financial Incentive Scheme (“The Scheme”) of the WAM Pilot Programme.

Eligible in-service practitioners of the financial services industry could apply for a reimbursement up to 80% of the course / seminar fees, or a maximum of HK$10,000 per person for courses/seminars held for the period from 1 October 2016 to 31 August 2022 upon satisfactory completion.

Each individual may apply for reimbursement for more than one course / seminar subject to a maximum of HK$10,000 but each course / seminar can only be reimbursed once.

The duly signed application form together with the FIVE supporting documents must be submitted within FOUR months from the last day of the course / seminar attended. Please refer to the WAM Pilot Programme website for more details.

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.


Date & Time
Tuesday, 19 Jul 2022 (6:00PM - 9:00PM)
Thursday, 21 Jul 2022 (6:00PM - 9:00PM)
Monday, 25 Jul 2022 (6:00PM - 9:00PM)
Thursday, 28 Jul 2022 (6:00PM - 9:00PM)
Wednesday, 3 Aug 2022 (6:00PM - 9:00PM)
HKSI Institute Training Centre
Relevant Subject
Type 9 - Asset management
SFC:15.00, PWMA:15.00

**Upon meeting the completion criteria (80% participation of class plus final presentation), non-member would be offered a 1 year Ordinary Membership.**