Alternative Investment

HEHFP Module 17: Pitchbook Formation


This is Module 17 of the Henley Executive Hedge Fund Program (HEHFP), which gives us practical advice on how to bring all the learning together and create a high impact pitch book. It covers what the pitch book is for, how to prepare it for the target audience, practical tips on the content and how to make the pitch in practice.

This module is a 3-hour (approx. study time) course and is eligible for 2 SFC CPT/PWMA OPT hours.

Check out the other modules in the Program:


By the end of this module, you will be able to:
- Explain how to set up a pitch book properly
- Describe the structure of a pitch book
- State the items included in a pitch book
- Recall the practice tips for pitch book presentation


Part 1 - Pre-reading materials
(i) Capital Fundraising for Alternative Investment Funds
(ii) Hummingbird - Tarsier Fund Presentation
(iii) Sequence Asset Management presentation
(iv) Five ways to make your hedge fund pitch book more impactful
(v) Preparation for pitching
(vi) Whilst you're in there

Part 2 - Presentation Slides of the eCourse

Part 3 - Pitchbook Formation eCourse*
(i) Section 1 - Introduction
(ii) Section 2 - Preparatory Work
(iii) Section 3 - Content and Structure of the Pitchbook
(iv) Section 4 - Practical Tips
(v) Section 5 - Concluding Remarks

Part 4 - Quiz*
The quiz consists of 15 questions where learners have 3 attempts to achieve at least 80% with correct answers as a pass.

Part 5 - Post-reading materials
(i) CFA's Global Investment Performance Standards
(ii) Lessons learned
(iii) Book by Harry Markopolos
(iv) Non-verbal behaviour
(v) Dragons' Den, Shark Tank

* mandatory parts to complete

Who should attend

(1) Hedge Fund professionals seeking to enhance their knowledge
(2) Individuals looking to start a Hedge Fund
(3) Service providers e.g., Banking, Risk, Compliance and IT professionals, Lawyers, Fund Administrators


Relevant Subject
Type 9 - Asset management
SFC:2.00, PWMA:2.00
All Member: HK$775
Staff of Corporate Member: HK$775
Non-Member: HK$1550
Chinese Securities Association of Hong Kong (HKCSA): HK$1085