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Title

Got Hedge Funds? The Case for Direct Access

Event Description

Got Hedge Funds? The Case for Direct Access

Got Hedge Funds? The Case for Direct Access will discuss:

  • Different alternative investment structures, including limited partnerships (LPs), Registered Investment Companies (1099 Funds), and 1940 Act structures (Mutual Funds).
  • The pros and cons of each, and which may be more suitable for various types of clients.
  • Why hedge funds continue to play a role in a well-diversified portfolio in 2015.

All registered attendees are eligible for 1 hour CFA, CIMA, CIMC or CPWA credit.



JOHN DOLFIN, CFA
CHIEF INVESTMENT OFFICER
STEBEN & COMPANY, INC.


John Dolfin joined Steben & Company in August 2011. John has over 14 years experience in financial markets and 11 years in due diligence and allocation to hedge funds and alternative strategies.

Prior to joining Steben & Company, John served as Director and Head of Macro and CTA Strategies at Merrill Lynch Wealth Management, New York, and as Managing Director in the Liquid Strategies Group at SAFANAD Inc., Geneva, Switzerland.

John earned his Bachelor’s degree in Philosophy, Politics and Economics from Oxford University in 1993, and a Masters and ABD in Economics from Yale University. John has been a CFA charterholder since 2005.


Event Type

Society

Education Topic

 

Start Time

10/7/2015 11:30 AM

End Time

10/7/2015 1:30 PM

City

Houston

State/Province

Texas

Event Country

 

Event Region

Americas

Venue

Willie G's Seafood & Steak House
1605 Post Oak Blvd.
Houston, TX 77056

Speaker

John Dolfin, CFA

CE Credits

1

SER Credit

0

Currency

USD

Member Price

0.00

Non-Member Price

40.00

Candidate Price

40.00 if not a CFA Member

Registration

All Day Event

 

Recurrence

 

Society

Houston

Attachments

Content Type: MyCFA Custom Calendar
Created at 7/13/2015 10:53 AM by kelly@amchouston.com
Last modified at 7/13/2015 10:53 AM by kelly@amchouston.com