[Webinar] Introduction to Hedge Fund
概要
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.
宗旨
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
內容
• 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
對象
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.
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/)。
[重要通知]
[專業培訓資助計劃]申請截止日期: 隨著計劃將於2026年3月31日完成，計劃將有序停止接受申請。計劃將不會接受就於2025年12月31日後完成的課程之學費發還申請，並將於2026年1月31日後停止接受所有學費發還申請。申請人須遵循「申請人須知」中概述的申請要求，透過線上系統提交網上申請表及上載所需的證明文件，並將已簽妥的申請表列印本，連同香港身份證副本，於課程完成日期起計四個月內或於2026年1月31日或之前（以較早者為準）遞交至香港證券及投資學會辦事處。為免生疑問，凡於2025年10月1日至2025年12月31日期間（包括首尾兩天）完成之課程，其申請必須於2026年1月31日或之前遞交。逾期或不完整的申請將不予受理。
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.