==== Wealth Adviser 10/02/12 ====
10 Feb 2012 go directly to : home interviews jobs events

News

Lazard Asset Management launches Alternative Strategies 1099 Fund

Thu, 9 Feb 2012, 11:35

Wealth Adviser

Lazard Asset Management (LAM) has launched the Lazard Alternative Strategies 1099 Fund, a fund of hedge funds that offers investors the ability to participate in the hedge fund asset class with a minimum investment of USD25,000. In lieu of K-1s, IRS Form 1099s will be issued to investors for simplified tax reporting.

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CFTC charges Christopher B Cornett over forex fraud

Thu, 9 Feb 2012, 14:00

Wealth Adviser

The US Commodity Futures Trading Commission (CFTC) has filed an enforcement action against Christopher B Cornett of Buda, Texas, charging him with solicitation fraud, issuing false account statements, misappropriating pool participants’ funds, and failing to register in connection with an off-exchange foreign currency (forex) fraud.

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Assets into fixed income ETPs in January set new global record

Fri, 10 Feb 2012, 06:00

Wealth Adviser

Global asset flows into fixed income exchange traded products (ETPs) in January set a new monthly record, attracting USD9.1 billion in net new assets. This helped propel the ETP industry to its best January ever with USD34.1 billion in net new assets and a total of USD1.651 trillion in assets under management (AUM), according to BlackRock’s January ETP Landscape Report.

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Northern Trust appoints Chautauqua to manage international growth mandate

Thu, 9 Feb 2012, 16:13

Wealth Adviser

Boutique equity management firm Chautauqua Capital Management has been approved as an International Growth Equity manager on the Northern Trust Multi-Manager Solutions platform.

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Global X Funds launches Permanent ETF

Thu, 9 Feb 2012, 16:00

Wealth Adviser

Global X Funds has launched the Global X Permanent ETF (NYSE Arca: PERM), a diversified ETF investing across various asset classes and designed to perform in different economic environments: increasing growth, decreasing growth rate, increasing inflation, decreasing inflation.

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Latest Features

Special report: Ireland Hedge Fund Services 2012
Special report: Ireland Hedge Fund Services 2012

Tue, 21 Feb 2012, 18:28

Ireland's fund industry is flourishing amid the country's economic gloom, and international regulatory changes are prompting hedge fund managers increasingly to set up funds as Irish QIFs.

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Special report: Cayman Islands Hedge Fund Services
Special report: Cayman Islands Hedge Fund Services 2012

Tue, 17 Jan 2012, 16:06

Despite difficult times in terms of hedge fund performance and capital-raising, concern about governance and competition from onshore domiciles, the Cayman Islands' dominance as an alternative fund jurisdiction has barely been dented.

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Interview: David Schofield, INTECH: “Given the u
Interview: David Schofield, INTECH: “Given the underfunded status of many pension plans, an opportunity to realise alpha is critical”

Tue, 8 May 2012, 14:08

David Schofield (pictured), president of the international division of INTECH Investment Management, says that while an increased aversion to risk has led to a shift in sentiment away from active management toward passive investing, investors are overlooking the opportunity lost by going passive, to achieve a return greater than the benchmark. 

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Comment: Sins of commission and omission
Comment: Sins of commission and omission

Wed, 16 May 2012, 14:17

The recently published Economist review of the prospects for the Channel Islands, provides a rather gloomy view of the future; a characterisation which few in Jersey or Guernsey would recognise, says Geoff Cooke (pictured), CEO, Jersey Finance…

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Guide: Global Fund Media Guide to relocation 2011
Guide: Global Fund Media Guide to relocation 2011

Tue, 20 Dec 2011, 17:58

A look at the options available to managers re-examining their current home jurisdiction in the light of the changes that have swept the alternative investment management industry over the past three years

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News

Citi appointed by ProShares Trust to provide regulatory administration services for ETFs

Thu, 9 Feb 2012, 11:28

Wealth Adviser

Citi has been appointed by ProShares Trust to provide Regulatory Administration services for its exchange traded funds. ProShares Trust is advised by ProShare Advisors LLC.

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Euroclear UK & Ireland adds Deutsche Bank’s db X-trackers suite of ETFs

Thu, 9 Feb 2012, 10:00

Wealth Adviser

Clients of Euroclear UK & Ireland (EUI) can now route orders in any of 180 Deutsche Bank db X-trackers Exchange Traded Funds (ETFs) through Euroclear’s EMX Message System. The development enables direct access for IFAs and other users of the Message System to official net asset value (NAV) based pricing for ETFs for the first time via EUI when routing their orders for settlement.

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Asset International appoints John Lee as MD of European operations

Thu, 9 Feb 2012, 10:00

Wealth Adviser

Asset International (AI) has appointed John Lee to the newly created position of managing director of the firm’s European business. Based in AI’s new, consolidated London office at 200 Aldersgate Street in The City, he is responsible for managing the overall commercial success of AI's brands in Europe, which include Strategic Insight, The TRADE Limited, PLANSPONSOR Europe, Global Custodian and Philanthropy Management.

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Commercial Events and Seminars

Private Equity World Latin America 2012

4 weeks 2 days from now - Miami

18 - 20 June 2012

Bringing together top tier local, regional and international private equity funds with local and international LPs, Private Equity World Latin America is a three-day conference for investors and C-level directors of Latin American private equity funds. Leading fund managers, investors and operators will gather to do business, be inspired, and identify future partners in the region’s established and emerging sectors, including: infrastructure, mining, power, oil & gas, agriculture, real estate, technology and consumer goods.

GAIM International 2012

4 weeks 2 days from now - Monaco

 18 - 20 June 2012

Meet over 300 powerful investors and 500 top managers during 3 incredibly packed days of learning and networking. Get a 15% discount!

Hear from 150+ speakers including Ram Lee, HOWARD HUGHES MEDICAL CENTRE INVESTMENT OFFICE; Austin Cooley, COLORADO FIRE & POLICE PENSION; Jamil Baz, GLG PARTNERS; Niels Oostenbrug, MN SERVICES; Jim Dunn, WAKE FOREST UNIVERSITY; Mona Aboelnaga Kanaan, PROCTOR INVESTMENT MANAGERS; Rob Blandford, UNIVERSITY OF RICHMOND; Nassim Taleb, UNIVERSA INVESTMENTS; Jonathan Hook, THE OHIO STATE UNIVERSITY; Ian Prideaux, GROSVENOR ESTATE; Alasdair Macdonald, TOWERS WATSON; Jane Buchan, PAAMCO; Sassan Zaker, JULIUS BAER PENSION FUND; Karlheinz Muhr, QFS; Luis Rodriguez, MANHATTAN FAMILY OFFICE; Gavyn Davies, FULCRUM ASSET MANAGEMENT; Al Samper, formerly VIRGINIA RETIREMENT SYSTEM; Mark Poole, BLUEBAY ASSET MANAGEMENT and many more…

 

 

 

Private Equity World Latin America 2012

4 weeks 2 days from now - Miami

18 - 20 June 2012

Value creation for private equity and investors

 
Now in its 6th year, Private Equity World Latin America brings together over 250 top tier local and international LPs and GPs actively allocating in the region. The interactive conference format encourages top executives to network, build relationships and share first-hand experiences on how to execute their investment decisions.
 

2nd Annual Regulatory Compliance in Energy Trading

4 weeks 3 days from now - Houston, Texas

 19 - 20 June 2012

 
Hear from leading executives on how to identify the latest regulatory and legal developments affecting the energy trading industry. Conference attendees will gain a clear understanding of new FERC and CFTC rules and how to proactively facilitate regulatory compliance in the long term

Private Banking in CEE, SEE & CIS

4 weeks 3 days from now - Prague

 19 - 20 June 2012

 

Private Banking: Serving the needs of the wealthy!
 
At this annual, we will bring together private banks, wealth managers and financial advisors to brainstorm strategies on how to build and operate a successful HNW business, how to benefit from the latest economic development and how to improve the client experience in CEE, SEE and CIS's future private banking environment.

 

 

 

Solar South Africa 2012

4 weeks 3 days from now - Johannesburg

 19 - 20 June 2012

Meet the Minister of Energy, Elizabeth Dipuo Peters, at the 2nd Solar South Africa and discuss topics critical to the development of the South African solar industry including the ins and outs of the IPP process, environmental assessment and management and the deployment of new and alternative technologies.
 
The 2nd Annual Solar South Africa 2012 is designed to address the challenges facing the South African Solar industry with practical presentations, and  updates from all the key players including successful and prospective project developers, international investors, Eskom and policy-makers including the Department of Energy and NERSA, and many more.
 

 

 

New Myanmar Investment Summit 2012

4 weeks 4 days from now - Yangon

 20 - 21 June 2012

 

(Foreign Investment Law Amendment Bill)
 
"Business Strategies in the Emerging Tiger Economy
 

 

The Trading Show Chicago 2012

5 weeks 2 days from now - Chicago

25 - 27 June 2012

The Trading Show Chicago is North America's leading trading exhibition and conference. This event provides a platform for exploring new advances in trading strategy, quant models and technology. The Trading Show Chicago will bring leading traders, market makers, quant investors, HFTs, exchanges and technology providers together across four conferences and a joint exhibition area.

High Frequency Trading World Chicago 2012

5 weeks 2 days from now - Chicago

25 - 27 June 2012

High Frequency Trading World Chicago is where the leading hedge funds, proprietary traders, asset managers, brokers, exchanges, technology providers and institutional investors come together to explore the opportunities and challenges ahead for HFT. This event is part of The Trading Show Chicago.

The Trading Congress Chicago 2012

5 weeks 2 days from now - Chicago

25 -27 June 2012

The Trading Congress Chicago explores new opportunities in the futures and options industry. Over three days traders and investors will explore new trends, technology, innovative methods of improving efficiency and maximizing market opportunities. The conference is part of The Trading Show Chicago.

Exchange Technology World Chicago 2012

5 weeks 2 days from now - Chicago

25 - 27 June 2012

Exchange Technology World Chicago is North America's first conference designed for Heads of Technology at trading venues. The event will focus on infrastructure, low latency, listing infrastructure, data, technology challenges, and optimization post-trade. Discover the latest developments in trading venue technology. The conference is part of The Trading Show Chicago.

Quant Invest Chicago 2012

5 weeks 2 days from now - Chicago

25 -27 June 2012

Quant Invest Chicago is the only quant focused investment conference of its kind in the USA. Institutional investors, asset managers and quant experts will come together to explore new trends, asset allocation & portfolio construction, modeling and risk management. This event is part of The Trading Show Chicago.

Bonds & Loans Brazil

5 weeks 2 days from now - São Paulo

 25 - 26 June 2012

Bonds & Loans Brazil is the only conference that brings together issuers, investors, debt capital markets and syndicated loans bankers.  After a sold out conference in 2011, the focus for 2012 is on the development of local markets and accessibility of international markets for local issuers. Join over 300 delegates at Bonds & Loans Brazil for your opportunity to make new business contacts and cement relationships with existing clients. 

 

SuperReturn Emerging Markets 2012

5 weeks 2 days from now - Geneva

 25 - 28 June 2012

 

Meet 350+ senior private equity delegates, including 120+ LPs made up of US, Canadian and European pension funds, European family offices, Middle Eastern sovereign wealth funds, international endowments, foundations, private banks, asset managers and fund of funds who are investing in emerging markets right now. 

FundForum International 2012

5 weeks 2 days from now - Monaco

 22nd Annual FundForum International 2012

The World’s Largest Asset Management Event
25 – 28 June 2012, The Grimaldi Forum, Monaco
 
FundForum International is the world’s largest & most prestigious event for fund & asset managers. It annually attracts over 1,300 of the most influential executives in the industry, and the conference programme is packed full of excellent presentations from over 200 senior expert speakers.
 
SAVE £100 courtesy of Global Fund Media.
To register, please book online or call: +44 (0) 20 7017 7200 or email: info@icbi.co.uk  Quote VIP: FKN2325GFMWB
 

New Opportunities in the Defined Contribution Investment Only (DCIO) Market

5 weeks 2 days from now - New York

Time:  12:00 - 17:00 EST

Date: 25- 26 June 2012

Get the inside track from DCIO industry leaders, retirement platforms, advisors, and consultants on everything from effective business building and value-add solutions, to the latest news in products, strategies, and regulations.

 

 

 

Cap Intro: Emerging Markets | Macro Alternative Investing

5 weeks 2 days from now - New York

Time: 12:30 - 17:45

Cap Intro: Emerging Markets | Macro Alternative Investing is a highly focused half-day capital introduction event bringing together active investors and successful, growing alternative investment managers focusing especially on opportunities in emerging markets and macro strategies.

At the Cap Intro: Emerging Markets | Macro Alternative Investing, investors and investment managers get what they seek: targeted one-on-one private meetings. It is an extraordinary opportunity to get first round or continued meetings with your potential investors/investment managers underway.

FATCA Implementation for Funds

5 weeks 3 days from now - London

 This timely and unique one day conference will enable fund managers to overcome the challenges of FATCA implementation.

Benefits of attending FATCA Implementation for Funds include:
Hear direct from:
• HMRC
• IMA
• Asset Managers 
• Advisory firms
 
Clarify the latest FATCA position:
• Local flavours of FATCA: joint statements
• Managing cross firm FATCA implementation 
• Role of service providers
 
Practical implementation guidance on: 
• Client identification processes
• Reporting
• Withholding implications
 

Agriculture Investment Summit Europe 2012

5 weeks 3 days from now - London

 26 - 28 June 2012

The 5th annual Agriculture Investment Summit unites CEOs CIOs, Investment Managers and trustees from major pension funds, family offices, sovereign wealth funds, endowments, insurance companies and charities to discuss the diverse investment opportunities that the agricultural asset class has to offer. Regional focuses will examine the fundamentals of particular regions and suggest practical solutions for overcoming the perceived obstacles to investment.


Private Equity Regulation, Tax & Accounting

5 weeks 3 days from now - London

26 - 28 June 2012

Three separately bookable Private Equity events on consecutive days. Gain a comprehensive update on Private Equity compliance, accounting and taxation from 30+ of today’s practitioners and expert advisors. Including FSA and HMRC.

New Frontiers in Equity Investing Seminar

5 weeks 3 days from now - Boston

 An intensive two-day seminar providing participants with both the technical and conceptual tools to better understand the limits and benefits of traditional and alternative equity benchmarks, and discussing advanced methods for risk management and performance attribution for equity portfolios. 

Drawing on the expertise developed at the EDHEC-Risk Institute, the first part of the seminar will equip participants with both the technical and conceptual tools that will allow them to better understand the limits and benefits of traditional and alternative equity benchmarks. The second part of the seminar will discuss advanced methods for risk management and performance attribution for equity portfolios.
 
The event is presented in a highly accessible manner by instructors who combine academic expertise and industry experience. 
 
The programme is intended for investment management professionals who are keen to improve their knowledge of the limits and benefits of traditional and alternative equity benchmarks.
 

Fund Management Regulation

5 weeks 4 days from now - London

 27 - 28 June 2012

Key Benefits of Attending Fund Management Regulation 2012 Conference include:
 
Assess the impact and scope of:
• UK and EU regulatory developments
• AIFM Directive operational implications
• FATCA
 
Benchmark your approach to:
• Client money under new CASS rules 
• What is good product governance
• RDR repercussions for the industry
 
Gain practical guidance into:
• Interplay between the AIFMD and UCITS
• Key risk management priorities for 2012
• Shadow banking activities

Successfully Launching and Profiting from Business Development Companies

5 weeks 4 days from now - New York

 Financial Research Associates’ inaugural event is bursting with critical advice, networking opportunities, and practical takeaways for launching, operating and investing in Business Development Companies (BDCs). 

2nd Bank & Financial Institutions Special Asset Executive Conference on Real Estate Workouts (Atlanta)

5 weeks 5 days from now - Atlanta, Georgia

28 - 29 June 2012

IMN's series of Bank & Special Asset Forums on Distressed Real Estate continues to be the only place where Special Asset, Special Servicers, REO, Credit & “C”-level executives can meet to discuss the latest CRE workout issues. With 300-500 registered for our previous NYC, South Florida and LA forums, IMN is excited to bring this event and its brand new agenda back to the Atlanta special asset and real estate workout communities.


People moves

Handshake Clark Capital Management Group appoints Brendan Clark president

Thu, 17/05/2012 - 14:00

Clark Capital Management Group has appointed Brendan Clark as president. Clark takes over from Clark Capital founder Harry Clark, who will remain chairman and chief executive officer.

Four fingers Barclays expands wealth and investment management team In New York

Thu, 17/05/2012 - 12:30

Barclays has hired four Investment Representatives who will be based in New York in the Wealth and Investment Management division. The new hires will report to Mark Stevenson, Managing Director and Regional Manager for New York.

Fiona Le Poidevin, Deputy Chief Executive of Guernsey Finance Le Poidevin to take over as Guernsey Finance chief executive in July

Thu, 17/05/2012 - 04:00

Fiona Le Poidevin, the current Deputy Chief Executive of Guernsey Finance, will take over as Chief Executive from Peter Niven with effect from 30 June.


Jobs



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