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Pre conference summit
5 October 2009 9am - 5pm
Conference:
Day 1
6 October 2009 8am - 5:30pm
Day 2
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our confirmed speakers for 2009
John Paulson
Founder
Paulson & Co., USA
Reiko Nahum
Chief Executive Officer
Amber Partners, USA
Vincent Duhamel
Chief Executive Officer
SAIL Advisors, Hong Kong
Feng Hsiung
Chief Executive Officer
York (Asia), Singapore
Tom Naughton
Chief Investment Officer of Equity Strategy
PMA Investment Advisors, Hong Kong
Cindy Ma
Managing Director
Houlihan Lokey, USA
Mario Therrien
Vice-President, Funds of Hedge Funds
Caisse de depot et placement du Quebec
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Programme
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Summit - Monday 5 October 2009
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| CHINA.INDIA ALTERNATIVES DAY |
| 8am | Registration, morning coffee and tea
| 8.50am | Chairman's opening remarks
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| | Assessing the macro issues to reveal new Chindia opportunities |
| 9am | Keynote: Riding the next phase of global growth by capitalising on higher returning investment opportunities in China and India
- Gauging the impact of the global market recession on Asian economies and financial markets
- Discussing how China and India are reshaping their economies to contribute positively to global economic growth
- Spotting the opportunities of the global recovery to improve investment returns
| | | Mr David Fernandez, Managing Director, Head of Emerging Asia Research, J.P. Morgan , Singapore
| 9.20am | Industry experts panel: Highlighting the key drivers of the Asian alternative investment industry to seize opportunities in raising capital, securing deals and allocating to China
- How has the financial crisis created challenges or opportunities for Asia and specifically, China-focused private equity, real estate investments and hedge funds?
- Where are foreign and domestic investors allocating their money over the next 12 months and to which assets / sectors?
- Identifying the trends, risks and legal issues that are shaping the alternative investment space to ensure future growth and sustainability
- How can China leverage off the recovery story and attract foreign investments / QFII?
| | | Ms Alice Chow, Managing Director, Squadron Capital Advisors, Hong Kong Moderator: Mr Andy Mantel, Managing Director, Pacific Sun Investment Management (HK) Ltd., Hong Kong
| 10am | Industry experts panel: Formulating strategies to manage
Indian-focused private equity, hedge funds, real estate and infrastructure plays in an economy that is gaining momentum
- Outlining the trends shaping the alternative investment space to equip managers in trekking the new financial landscape in India
- Realigning business models to adapt to the new financial world
- Navigating the new competitive landscape to seek out opportunities, raise capital and attract investors
- What regulatory reforms need to be in place for the hedge fund industry in India to take off?
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| 10.40am | Morning networking refreshments
| | Investors perspectives on risk management and allocation |
| 11.10am | Case Study: Risk diversification: Lessons learned from recent history
- Understanding risk: Performance vs risk diversification benefits
- Evaluating the implications of shifts in exchange rate, inflation and other key factors governing performance and risk
- Responding to a shift in risk / reward appetite by executing the latest trends in asset allocation strategies
- How to monitor and manage risk in Asian / global markets
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| 11.50am | Investors panel: Identifying the right asset allocation mix for 2010 to deliver optimum risk-adjusted returns
- Evaluating the investment portfolio to identify if the investment mix is the best it can be
- Predicting the right asset classes, strategies and regions to keep the portfolio balanced and diversified in a volatile market
- Exploring the challenges in designing the optimal strategic allocation mix given the changes in macroeconomics and markets
- Positioning the investment portfolio to generate the desired risk return profile
- Understanding the role of alternative assets in the architecture of institutional / private investor portfolios
| | | Moderator: Mr Peter Ryan-Kane, Head of Portfolio Advisory, Asia Pacific, Watson Wyatt Investment Consulting, Hong Kong
| 12.30pm | Networking luncheon
| | Real estate opportunistic plays |
| 1.45pm | Panel: Stepping cautiously or springing forward into China & India’s real estate space in 2010?
- Forecasting where the Asian real estate markets are headed and when might they recover to capitalise on attractive valuations and buying opportunities
- Providing fresh insights into the long term real estate opportunities and risks across China’s tier II and India’s tier III cities to spot sectors with the strongest real estate growth potential
- How quickly are the economic drivers of the real estate market expected to recover?
| | | Mr Bryan T. Southergill, Head of Asia Real Estate Investing, Global Special Opportunities Group, J P Morgan Securities (Asia Pacific), Hong Kong Mr James Buckley, Head of Asia Property Multi-Manager, Schroder Investment Management (Hong Kong) Limited, Hong Kong Mr Yen Keng Tan, Vice President, Real Estate Research, RREEF Asia Pacific, Hong Kong Moderator: Ms Jane Murray, Asia Pacific Head of Research, Jones Lang LaSalle, Hong Kong
| 2.30pm | Searching for opportunities in distressed assets – Is now the time to dive in for bargain buys?
- Successfully identifying distressed assets for investment and capitalising on the opportunities
- What do you use to determine market bottom and how do you identify the most promising distressed plays? Given the re-pricing of assets taking place globally, is China / India still an attractive investment ground?
- Exit strategies and turnaround techniques – what is your carry and exit strategy? What strategies are available for cashing out in emerging markets?
| 2.50pm | Panel: Identifying the growth dynamics in Asia’s infrastructure sector to gain exposure to emerging market infrastructure
plays
- Assessing Asia’s sheer demand for infrastructure and the returns investors can gain from investing in this exciting asset class
- Overcoming the key factors impeding private infrastructure investments: Political risks, commercial viability of projects, legal risks, and weak financing channels
- Strategising how to attract new investors and foreign investments to infrastructure plays in current market conditions
- Identifying which types of infrastructure investments are gaining more appeal in current environment
| | | Moderator: Mr Nick van Gelder, Senior Managing Director, Head of Asia & Middle East, Macquarie Capital (Singapore) Pte. Limited, Singapore
| 3.30pm | Afternoon networking refreshments
| | Commodities & private equity |
| 4pm | Increasing your returns through allocating to commodities in the context of a global recovery
- What are the hot commodity classes – oil, agriculture, metals, energy etc - are they still the flavor of the year?
- What impact will the BRIC economies have on global demand and supply for commodities?
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| 4.20pm | Private Equity Panel:Formulating strategies to succeed in finding attractive investments in Chindia’s private equity markets as the recovery takes hold & the demand for deals increase in the region
- Examining how the current market conditions is changing the fundamental attractiveness of China / India for private equity investments
- Spotlighting the most promising sectors for investments and returns
- LPs: Where are you allocating your money over the next 12 months and what are the identifi able risks in Asian markets? What are the key competencies you look for when selecting a GP?
- GPs: How does the current market condition affect investment strategies in terms of valuations and timing?
- How do valuations in public markets affect attractions of private deals?
- How do GPs relate to exits given the current market condition and how does it affect investment strategies?
| | | Ms Laure Wang, Co-Founder and Managing Director, Asia Alternatives Advisor Hong Kong Limited, Hong Kong Moderator: Mr Suen Yan Leung, Director, Alternative Funds Advisory, UBS Global Asset Management (Hong Kong) Limited, Hong Kong
| 5pm | Closing remarks and end of summit
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Day One - Tuesday, 6 October 2009
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8am | Registration, morning coffee and tea
| | Assessing the big picture to discover future opportunities |
| 9am | Keynote: Revealing profitable opportunities in the investment world
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| 9.30am | Economic Think-Tank: Recovery forecast: Recognising the
signs of a global recovery to take advantage of investment
opportunities in economies on the upswing
- Gauging the impact of the global market recession on world economies and financial markets
- Spotting the opportunities of the global recovery to improve investment returns
- Discussing how Asia’s economies are strengthening their weak spots to better recover from the crisis
- What does the future hold for interest rates, commodities and currencies?
| | | Mr Charles Dumas, Chief Economist, Lombard Street Research Limited, United Kingdom Mr Paul Donovan, Managing Director and Global Economist, UBS AG, United Kingdom
| 10am | Global CIO Think-Tank panel: Identifying the right asset
allocation mix for 2010 to deliver optimum risk-adjusted
returns
- Evaluating the investment portfolio to identify if the investment mix is the best it can be
- Predicting the right asset classes, strategies and regions to keep the portfolio balanced and diversified in a volatile market
- Exploring the challenges in designing the optimal strategic allocation mix given the changes in macroeconomics and markets
- Positioning the investment portfolio to generate the desired risk return profile
| | | Mr Mario Therrien, Senior Vice-President, Funds, Caisse de dépôt et placement du Québec, Canada Mr Charles Stucke, Global Chief Investment Officer, Guggenheim Investment Advisors, United States Mr Paul Zummo, Chief Investment Officer, JP Morgan Alternative Asset Management, United States
| 10.40am | Morning networking refreshments
| | Challenging the reshaped hedge fund industry with fresh ideas |
| 11.15am | Asia CEO Think-Tank Panel: Managing a hedge fund business in light of how the game has changed in the post meltdown environment
- Summarising the trends shaping a smaller cut more competitive Asian hedge fund industry
- Rethinking business models to effectively maneuver the business in the new environment
- Understanding how relationships are changing amongst investors, employees, prime brokers, accountants and administrators – What are the implications for the industry?
- Navigating the new competitive landscape to assess what it takes to attract investors' capita
| | | Mr King Au, Chief Executive Officer, FRM Hong Kong, Hong Kong Mr Chris Gradel, Co-Founder, Managing Partner and Group Chief Investment Officer, Pacific Alliance Group, Hong Kong Mr Hsiung Feng, Chief Executive Officer, York Capital Management Asia (HK) Advisors, Hong Kong
| 11.50am | Case Study: Enhancing competitiveness by exploring regulation, legalities and complexities in setting up a hedge fund offshore
- Assessing the drivers of growth in British Virgin Islands (BVI) fund industry and will this growth continue to speed up or slow down going forward?
- Updating on the Securities and Investment Business Act (SIBA) to seek out untapped investment opportunities in BVI
- Illustrating how BVI’s lower costs is making it an attractive offshore jurisdiction in current economic environment
- Discussing the impact of the OECD “Grey” lists and the use of offshore centers, such as the BVI, to base and register your fund
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| 12.15pm | Opportunities in asset backed lending
- Discussion of the general nature of loan origination styles and typical transaction structures
- Outlining the details of a loan transaction, specifically what investors should be looking for and what should be avoided
- Review of valuation methodologies and marking the portfolio in combination with matching the liquidity of the fund to the underlying investments
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| 12.40pm | Networking lunch
| | Session breaks out into two tracks - Investment Track OR Business Track |
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Day One - Tuesday, 6 October 2009 : Investment Track
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| Evaluating risk management and hedge fund performance to generate better returns |
| 1.40pm | Panel: Revisiting risk management: Applying the lessons
learned by both managers and investors to better assess the risk return equation
- Unveiling the new mindset on risk appetite, parameters and models
- A fresh look at leverage, liquidity, crowded trade and counterparty risk to better monitor and manage risk
- Coping with higher volatility and a breakdown in historical relationships
- Understanding to what extent risk scenario analysis is useful and do both the buy / sell sides act upon the data
| | | Moderator: Mr Ted Lee, Executive Director and Senior Portfolio Manager, SPARX International (HK), Hong Kong
| 2.20pm | Panel: Developing a better report card for investors to assess hedge fund performance and managers behavior
- Adjusting returns for the real risks assumed by investors
- Assessing manager behavior towards investors: a key component of performance
- Identifying the real value added by separating hedge fund beta from true alpha
| | | Mr Leo Lee, Portfolio Manager, Grace Financial Limited, Hong Kong Moderator: Mr Henry Ching, Manager Research Consultant, Watson Wyatt Investment Consulting, Hong Kong
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Day One - Tuesday, 6 October 2009 : Business Track
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| Recognising the new set of challenges in launching a hedge fund |
| 2pm | Incubation panel: Outlining the alternatives to going it alone in raising capital for a new fund launch: how to conquer a skeptical marketplace
- Leveraging off the different avenues in raising assets to secure capital requirement
- Pinpointing the characteristics that incubators and seeders are looking for when seeding managers- How has this changed post- fi nancial crisis?
- How can managers better position themselves for a favorable seed deal?
| | | Ms Denise Hu, Chief Investment Director, Fund of Hedge Funds, Rockhampton Management (H.K.) Ltd., Hong Kong Mr Joel-Dio Wong, Founder and Chief Investment Officer, Three Kingdoms Capital, Singapore Mr James Kim, Chief Investment Officer and Managing Partner , Woori Absolute Partners, Singapore
| 2.20pm | Panel: Revealing the new paradigm for prime brokerage:
How to leverage prime brokerage relationships in a capital
constrained environment
- How has the competitive landscape changed: winners and losers
- Delivering value to clients in a capital constrained environment
- The impact on securities lending availability
| | | Mr Douglas Wolfson, Regional Head of Head Fund Credit, Asia Pacific, Deutsche Bank AG, Hong Kong
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Day One - Tuesday, 6 October 2009 : Continued
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3.30pm | Networking afternoon refreshments and Emerging Managers' Showcase!
Emerging managers - this is your time to shine!
New and emerging managers will make their case in a quick succession in this fast moving format designed to help investors find the next generation of talent. | | | Mr Stewart Paterson, Managing Director, Riley Paterson Investment Management Pte Ltd, Singapore Mr Mark Fuchs, Chief Executive Officer & CIO, Fuchs Capital Partners, Singapore Mr Joel-Dio Wong, Founder and Chief Investment Officer, Three Kingdoms Capital, Singapore
| | Session breaks out into two tracks - Investment Track OR Trading Technology Track |
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Day One - Tuesday, 6 October 2009 : Investment Track continued
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3.30pm | Panel: Exploring the manager – investor
relationship: Identifying a potential shift in the balance of power and how it could impact fees, terms and business models
- Understanding the needs of investors in a world where performance is still necessary - but no longer sufficient
- The push for independent administrators and better valuations
- Maintaining better control through managed accounts
- Fees, lock-ups, gates and other terms: will they change?
- Will investors have short memories when the next up cycle occurs?
| | | Mr Paul Zummo, Chief Investment Officer, JP Morgan Alternative Asset Management, United States Mr Harold Yoon, Chief Investment Officer, SAIL Advisors Limited, Hong Kong
| | How are market conditions affecting the performance of investment strategies? |
| 4.10pm | Panel: Macro, FX, commodities and managed futures –Delivering alpha and meeting investors performance expectations in light of current market conditions
- Will these strategies continue to outperform this year?
- Are these strategies truly diversifiers?
- Identifying what market conditions would these strategies not perform?
- Is there a “bubble” forming in this space?
| | | Mr Brad Cole, President and Chief Executive Officer, Cole Asset Management, United States Moderator: Mr Kirby Daley, Senior Strategist, Head of Capital Introductions - Asia , Prime Brokerage Group, Newedge Group (Hong Kong Branch) , Hong Kong
| 4.50pm | Panel: BRIC countries revisited: Rebalancing
investment portfolios to take advantage of better economic
prospects in Brazil, Russia, India and China
- Re-examining the macro outlook of emerging markets to take advantage of growth trends in BRIC countries
- Recognising BRIC countries’ unique growth potential and collective influence and role in the global financial marketplace
| | | Mr Paul Bisping, Co-head (Investment), Hermes Emerging Markets, Hermes, United Kingdom Mr Russell Clark, Portfolio Fund Manager, Horseman Capital Management Limited, United Kingdom Moderator: Mr Patric Gysin, Head Equity Hedge Asia and Emerging Markets, RMF Investment Management (Singapore), Singapore
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Day One - Tuesday, 6 October 2009 : Trading Technology Track
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| Awakening to best execution |
| 3.30pm | Panel: Leveraging the benefits of electronic trading and trading technologies to lower trading cost and gain best execution
- Clarifying the difference between “best” execution and "cheapest" execution
- Meeting the needs of the trading desk through seamless solutions including algo trading, DMA and dark pools
- What buy-side systems and technology is needed to enhance traders’ capacity to obtain best execution?
- Is TCA the optimal way to measure best execution going forward?
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| 4.10pm | Panel: Mitigating operational and market risks to
improve trading efficiency in the hedge fund world
- Questioning the effectiveness of current risk methodology to deal with market risks
- Quantifying risk exposures in order to maximize risk/return profile
- Understanding the increasing importance of providing risk transparency to address investors comfort levels
- Evaluating the criteria, price, connectivity and integration in choosing the right risk tools and systems
| | | Mr Wilkie Lai, Chief Risk Officer, Tribridge Investment Partners, Hong Kong Mr Craig Lindsay, Managing Director and Chief Operating Officer, CITIC Securities International Investment Management (HK) Limited, Hong Kong Ms Kara Byun, Portfolio Manager, Mapleleaf Capital, Hong Kong Moderator: Ms Angelina Kwan, Managing Director and Chief Operating Officer, Cantor Fitzgerald, Hong Kong
| 4.50pm | Panel: Controlling slippage in a fragmenting market place
whilst managing regulatory change
- Identifying the set of challenges hedge funds face when sourcing for liquidity
- Comparisons and contrasts in emerging vs. developed markets
- Evaluating Pools of liquidity
- Regulatory change and impact on liquidity
| | | Ms Angelina Kwan, Managing Director and Chief Operating Officer, Cantor Fitzgerald, Hong Kong Moderator: Mr Weng Cheah, Director, Newedge Group (Hong Kong Branch) , Hong Kong
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Day One - Tuesday, 6 October 2009 : Continued
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5.30pm | Speed networking and cocktail reception
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Day Two - Wednesday, 7 October 2009
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8am | Registration, morning coffee and tea
| | Looking at the future of hedge fund allocation by evaluating investment trends and investors' appetite |
| 8.50am | Chairman's opening address
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| 9am | Geo-political Address: Forecasting geopolitical trends to gain first mover advantage in the investment landscape over the next twelve months
- Separating the winners from the losers in the new world order
- Downside risks - and upside opportunities
- Implications for Asia
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| 9.30am | Asia CIO Think-Tank panel: Seeking the best returns in Asia by predicting the winning investment strategies, markets and instruments in 2010
- Where are the best opportunities in Asia in 2010?
- Is now the time to look at Asian frontier markets?
| | | Mr Tom Naughton, Chief Investment Officer, Equities, PMA Investment Advisors, Hong Kong Mr Eugene Kim, Chief Investment Officer, Tribridge Investment Partners, Hong Kong Mr Jerry Wang, Chief Executive Officer and Chief Investment Officer, Vision Investment Management, Hong Kong Moderator: Mr John Knox, Director, Head of Hedge Funds Asia, LGT Capital Partners (Asia Pacific) Limited, Hong Kong
| 10.15am | Investor keynote case study: Evolution of an investor's thought process
Describing how an institution's view of its hedge fund allocation has changed over the years and what lessons can be learned for all investors | | | Mr Mario Therrien, Senior Vice-President, Funds, Caisse de dépôt et placement du Québec, Canada
| 10.45am | Morning networking refreshments
| 11.15am | Investor Panel: Institutions, Family Offices, Funds of funds - Reviewing the role of hedge funds in a portfolio to understand how investors’ perceptions have changed
- Articulating the views of – and new challenges faced by – institutions, family offices and funds of hedge funds in allocating to hedge funds
- Have risk/return expectations been permanently revised?
- Measuring the value added by funds of funds, consultants and multi- strategy funds
- Evolution of due diligence techniques: survival of the fittest
- Factoring liquidity into the equation
| | | Mr Jerry Davis, Chairman, Board of Trustees/CEO/CIO, New Orleans Employees' Retirement System Mr Nobuki Yasuda, Director , Alternative Investments, Pension Fund Association, Japan
| | Insuring proper control over investments and operational risks |
| 12pm | Panel: Assessing valuation practices and other operational
due diligence techniques: Helping investors avoid potential landmines and identifying best practices for managers
- Evaluating the valuations: Ensuring a framework of operational checks and balances and gaining comfort with a manager's approach
- The role of accountants, administrators, custodians and lawyers in establishing the right process and controls
- Understanding the impact of fair value measurements (FAS 157) on valuation procedures
- Identifying other key operational risks and mitigants
- Case studies: what can go wrong - and what are the warning signs
| | | Ms Cindy Ma, Managing Director, Houlihan Lokey, United States Moderator: Mr Marc Towers, Director, Operational Due Diligence, PAAMCO, Singapore
| 12.40pm | Interactive Roundtables
Roundtable one: Review of the current status the global metalmarkets
Roundtable two: Hot compliance Issues for hedge funds – a compliance and risk management perspective | | |
| 1pm | Networking luncheon
| 2pm | Panel: The new reality: Altering hedge fund terms to resolve the liquidity mismatch for both investors and managers
- Understanding current liquidity challenges and what hedge funds and FOHF'S are doing to resolve the liquidity mismatch between their investments and their liquidity provisions
- Will there be “liquid” (quarterly) and “less liquid” (less frequent/ more gated or restricted) funds? How will they work?
| | | Mr Michael Perry, Chief Operations Officer, Asia, Balyasny Asset Management (Hong Kong), Hong Kong Mr Sa'ad Shah, Managing Director, Diversified Global Asset Management (DGAM), Canada Moderator: Ms Suzanne Murphy, Head, Strategic Development, Claren Road Asset Management, United States
| | Highlighting the investment opportunities available in Asia's transformed hedge fund industry |
| 2.45pm | Panel: Is the sun rising or setting on the Japanese hedge fund industry? Identifying investment opportunities in Japan for investors and managers going forward
- Forecasting the shape of Japan's economic recovery to identify the winning and losing sectors
- Discussing the effectiveness of BOJ’s efforts in easing the funding squeeze in Japan to determine what further measures need to be in place to revitalise the economy
- Selecting the winning hedge fund strategies for Japanese in 2010
| | | Moderator: Mr Jiro Shimpo, Senior Manager, Alternative Investment Group, Sumitomo Mitsui Asset Management, Japan
| 3.30pm | Afternoon networking refreshments
| 4pm | Panel: Investment prospects in Asia - A trip around the region: exploring opportunities throughout Asia in large vs small, and developed vs emerging, countries
- View the short- and medium-term investment landscape
- How to profit from opportunities in countries ranging from Korea to Vietnam - and everything in between
| | | Mr Scobie Ward, Chief Investment Officer, Ward Ferry Management, Hong Kong
| 4.45pm | Panel finale: Exploiting market dislocations in Asia : Identifying thte most compelling trades at 2010
- Identifying strategies best able to profit from recent market dislocations in Asia and the flight to quality
- Assessing prospects in credit, distressed securities and event driven investing
- Extracting profits from arbitrage in volatile mispriced markets
- Is the current environment more conducive for a multi-strategy approach to hedge fund investing?
| | | Mr Moe Ibrahim, Founder, 3 Degrees Asset Management Pte Ltd, Singapore Mr George Long, Chairman and Chief Investment Officer, LIM Advisors, Hong Kong Moderator: Mr David Ben-Ur, Chief Investment Officer, Corbin Capital Partners, L.P., United States
| 5.30pm | Closing remarks and end of conference
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Post Conference Masterclass - Thursday, 8 October 2009
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9am | Hedge Fund marketing for start-ups and established managers: The private banking perpective
Hedge Fund Industry: Snapshot
- The global marketplace and forecast
- The evolution of what is on offer
- The hottest under-lying issues
- The impact of markets on the Hedge Fund Industry
- Market Perception : Appetite for Hedge Funds
Understanding the Private Banking & Wealth Management Market
- Global Wealth perspective
- Asset Allocation to Alternative Assets
- Hedge Fund as an Alternative Asset in HNWI Portfolios
- The role of Hedge funds in Private Banking Portfolios
- What type of products interest family offices?
- Challenges and trends unique to family offices
Understanding the Private Bankers Perspective on Hedge Funds?
- Evaluating the challenges faced by Private Bankers when incorporating hedge funds into HNWI portfolios
- Establishing best practices to meet HNWI’s expectations of hedge funds
- Reviewing the factors which contribute to managers outperforming alpha
- Benchmarking manager and fund selection
- Risk Assessment
- What are the competing products : Comparing hedge fund with other alternative investments and assessing the benefi ts of each style
Getting Ready for the Private Banking Market
- Define your unique selling proposition
- Market research to understand what your investors are interested in
- Understand your most probable target investors
- Lay out a marketing plan and timeline
- Assess regulatory and reporting requirements for target market
Pre-Marketing - Marketing Materials Development
- Factsheets - descriptive info, monthly numbers, stats, terms, commentary
- Executive Summary - narrative overview, strategy, team, performance, terms
- Pitchbook - tailor to USP, revise according to market response
- Generic due diligence questionnaire - required to deal with consultants
Pre-Marketing – Hiring placement agent (3rd party marketer) vs. inhouse sales
- Cost - direct and indirect
- Infrastructure requirements - broker-dealer, database, management
- Timing - getting to market within timeline
- Qualifications - professional, selling, regulatory
- Process - define and be ready to adjust
- Prime broker cap intro services
Marketing – Managing the selling process to different audiences
- HNWI
- Private Bankers
- Family offices
- Funds of funds
- Consultants
Post-sale – Managing your investors
- Communication – conference calls, written reporting, meetings
- Transparency – don’t compromise portfolio management, but be transparent
- Reporting - regular, written, monthly, quarterly, annual
- Bad performance – how to handle
- Your non-portfolio management team – incredibly important
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