[In-person] The Hedge Fund Masterclass (5th Cohort)
概要
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.
內容
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
對象
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.
資產財富管理業先導計劃 - 專業培訓資助計劃
本課程已被審批為「提升資產財富管理業人才培訓先導計劃」（以下簡稱「資產財富管理業先導計劃」 其下之「專業培訓資助計劃」（以下簡稱「本計劃」）。本計劃旨在提升資產財富管理業在職從業員的專業能力水準及協助金融服務業內其他從業員學習所需的知識和技能，使他們能投身資產財富管理業。合資格之申請人按香港證券及投資學會之要求完成課程後將可獲香港特區政府資助80%學費，上限為HK$15,000。 香港證券及投資學會為資產財富管理業先導計劃之執行機構，有關申請要求之細則及手續，請參閱專為資產財富管理業先導計劃而設之網站(https://www.wamtalent.org.hk/)。
導師/講者
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.
詳情
**Upon meeting the completion criteria (80% participation of class plus final presentation), non-member would be offered a 1 year Ordinary Membership.**