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11th Annual Alternative Investments & Hedge Fund Panel


Daniel Ades, Dr. William Fung, CFA, Martin Gross, JD, LLM, Michael Schroeder, CFP, and Moderator Vinny Catalano

Start Time

10/16/2013 5:00 PM

End Time

10/16/2013 8:30 PM

Global Passport Eligible?




Member Price


Non-Member Price


Candidate Price


Location Info

​​Boca Country​ Club
17751 Boca Club Blvd
Boca Raton, FL 33487

Event Description

11th Annual Alternative Investments & Hedge Fund Panel

Wednesday, October 16, 2013

5:00 pm to 8:30 pm

Earn 1.5 Hours of CE Credit For This Event! 


WHERE:  Boca Country Club

  • 5:00pm    Cash Bar - Includes 1 Complimentary Drink

  • 6:00pm    Prime Rib Dinner & Presentation 

What a difference a bull market makes. Just a few years ago, the alternative investments and hedge fund universe was back on its heels, reeling from declining equity markets and fund redemptions. Then came the bull market. Today, by contrast, the alternative investments and hedge fund world is flush with money, sporting record assets under management - this despite the fact that most accounts managed in this manner are not matching nor besting their benchmarks.

  • How long can the sector continue to receive the support of investors without delivering above average returns?
  • What are the opportunities and challenges facing the sector?
  • What new products and services will arise in the near future?


Daniel Ades 

Martin Gross 

Michael Schroeder 

Bill Fung, Ph.D. 

Daniel Ades
Portfolio Manager
Kawa Management

Martin J, Gross, JD, LLM
Founder & President
Sandalwood's Fund of Funds

Michael J. Schroeder, CFP
Wasmer, Schroeder & Company

Bill Fung, Ph.D.
Former Chair of The Research Foundation, CFA Institute


Daniel Ades is the founder of Kawa Capital Management. He is primarily involved as the Portfolio Manager of Kawa's Global Macro Hedge Fund. Prior to founding Kawa, Daniel was a partner at Hom Eichenwald Investments. He holds a BA in Economics and International Relations from Tufts, and a Master of Arts in Law and Diplomacy from the Fletcher School.

Martin J. Gross, JD, LLM, directs investment strategy and oversees Sandalwood’s funds of funds.  His career in fund management began in 1983, when he tracked and evaluated the performance of investment managers on behalf of high net worth individuals. He formed Sandalwood Securities in 1990, and has overseen the growth of his company for over 20 years.
Before he began his career in investment management, Marty practiced tax and corporate law in New York City, working in the corporate finance division of L.F. Rothschild, Unterberg, Towbin.  A member of the New Jersey and New York Bars, he has written numerous articles for The Wall Street Journal, Barron’s, Foreign Affairs and other renowned financial publications. He frequently lectures on fund of fund investment strategies at industry conferences.

Michael J. Schroeder, CFP is the Chief Investment Officer for Naples based Wasmer, Schroeder & Company, a multi billion dollar manager of fixed income funds including the Osprey Fund, a unique distressed municipal hedge fund.

Bill Fung, PhD, is a Visiting Research Professor at the Hedge Fund Centre of the London Business School. He is Chairman of the Board of Directors of the Maple Financial Group, Toronto, Canada and a member of the Supervisory Board of Maple Bank GmbH, Frankfurt, Germany. Dr. Fung is also a Vice Chairman and a Member of the Board of Trustees of the CFA Research Foundation as well as a Member of the Index Committee at Liquid Alternative Betas, Credit Suisse.

Dr. Fung has had numerous articles published in both academic and practitioner journals including the Journal of Finance and the Financial Analysts Journal. He has also taught at different institutions including New York University and Rutgers and has been a Visiting Research Fellow at the London School of Economics and Political Science as well as the Manchester Business School. Dr. Fung received his doctorate in Mathematics from the University of London, and subsequently a doctorate in Finance from the University of Manchester.

Moderated by:

Vinny Catalano 

Vinny Catalano
President, Chief
Investment Strategist
Blue Marble Research


Vinny Catalano, is president and global investment strategist for Blue Marble Research, past president of the New York Society of Security Analysts, and author of “Sectors and Styles: A New Approach to Outperforming the Market” (Wiley , 2006).

Vinny appears regularly in the media (Bloomberg TV & Radio,, BNN TV, CNBC, New Delhi TV, CCTV - America), is frequently quoted in various professional publications (Wall Street Journal, Barrons, Financial Times, Reuters), and is a guest speaker at various major forums. Vinny also conducts timely topical and educational programs with many CFA Societies and other groups, including the highly acclaimed New York Society of Security Analysts "Market Forecast Series".

Don't miss this opportunity to listen to and visit with these leading Investment Professionals!


Event Type

Society; Educational

Society Category


Education Topic

Alternative Investments

Event Region


CE Credit


SER Credit


Event Terms


Location Name

Boca Country Club

All Day Event





10/16/2013 8:30 PM



Event Manager Email

Location Address

17751 Boca Club Blvd

Location City

Boca Raton, FL 33487

Event Link


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Event Short Info

Approval Status Approved


Content Type: MyCFA Calendar
Created at 3/12/2016 11:26 PM by 38
Last modified at 5/26/2016 11:20 PM by 38