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Chicago hedge fund event January 2014

Chicago Skyline Dec 2, 2012 from Olive Park
Chicago Skyline Dec 2, 2012 from Olive Park
Photo by Mark Shore

The Hedge Fund Association Presents:

HFA Symposium: Chicago Alpha 2014

The pursuit of exceptional risk-adjusted return has grown increasingly competitive against a backdrop of significant central bank activity. Hedge funds currently manage over $2.5 trillion in AUM as U.S. equity markets have surged. The event explores a number of topics regarding key dynamics of the hedge fund industry at the start of 2014.

The event includes:

  • Keynote Presentation by Andrew Beer
  • Manager Panel Discussion
  • Professional Networking Opportunity

Chicago based managers will also provide their thoughts on the markets and hedge fund strategies.

Some of the topics covered:

-What are the opportunities for emerging managers in this environment?
-How important is fee reduction for improvement of hedge fund performance?
-What are the advantages and disadvantages of liquid hedge fund strategies?
-What are the challenges facing CTAs?
-What happened to performance on the short side of hedge funds?


Keynote: Andrew D. Beer
Beachhead Capital Management
Andrew D. Beer is the Chief Executive Officer of Beachhead Capital Management, a hedge fund advisory firm based in New York and Lexington, MA.

Kelly A. Chesney
Pluscios Management
Kelly Chesney is a co-founder and the Chief Operating Officer of Pluscios Management LLC, an SEC registered investment manager that advises institutional investors on hedge fund investing and runs a family of funds of hedge funds.

Frances Tuite, CFA, CPA
Founder and Portfolio Manager,
1837 Partners
Prior to founding 1837 Partners in 2000. In 1997 she joined Talon Asset Management where she established Talon Opportunity Partners, which became 1837 Partners in 2006, when she joined RMB Capital Management, LLC.

Leah Zell
Portfolio Manager,
Lizard Investors LLC
Ms. Zell is the founder of Lizard Investors LLC and the portfolio manager of Lizard International Fund. Lizard invests in the equity of companies domiciled outside the U.S. The Fund is geographic, sector, benchmark and market capitalization agnostic and focuses on providing excellent risk adjusted returns.

Moderator: Joel M. Schwab, CFA
Managing Director
Hedge Fund Research, Inc.
Mr. Schwab has devoted over a decade of his career to improving the quality and diversity of information and research on the hedge fund industry. He currently heads up new business development efforts for HFR Hedge Fund Database & Research Products.

Date: January 9, 2014
Venue: K&L Gates 70 West Madison Street Second Floor Conference Room, Chicago, IL 60602-4207
• 4:00pm-4:30pm Registration
• 4:30pm-5:15pm Keynote
• 5:20pm-6:30pm Manager Panel
• 6:30pm-8:00pm Cocktails & Networking

For more information and registration click here

The Hedge Fund Association, HFA, is an International not for profit industry trade and nonpartisan lobbying organization devoted to advancing transparency, development and trust in alternative investments. Membership in HFA includes hedge fund firms, global financial institutions with hedge fund offerings including private banks, asset management firms and broker dealers, investors including funds of hedge funds, family offices, public and private pension funds, endowments and foundations, high net worth individuals, allocators, and service providers including prime brokers, administrators, custodians, auditors, lawyers, risk managers, technologists and third party marketers.

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