9/22 to 9/24
Investing in 130/30 Funds Europe
CAIA members receive a 10% discount towards the registration fee
Investing in 130/30 Funds 2007 was the first ever conference in the world to focus exclusively on this pioneering investment strategy and can only be described as a spectacular success. The conference had a wonderfully charged atmosphere as thought leading investors and industry experts comprehensively addressed the key debates that 130/30 funds have provoked.
Conference topics in 2007 included:
- Outlining the rationale behind 130/30 funds and debating their pros and cons
- Comparing quantitative and fundamental approaches
- Addressing the issues surrounding 130/30 funds such as fund manager selection, shorting and implementation
- Placing 130/30 funds into context alongside other approaches such as enhanced index, long-only portfolios, long-short strategies and equity hedge funds
Investing in 130/30 Funds 2008 will expand on these issues. Main themes in 2008 will include:
- The legal considerations that need to be complied with when implementing 130/30 funds.
- The issues related to the structure of 130/30 funds and the role of prime brokers
- The specifics of shorting, developing the well received debate on whether shorting should be left to the hedge fund manager or do asset managers also hold these skill sets.
Key Topics include:
- Should we view 130/30 as an extension of long-only strategies or as an alternative?
- Can 130/30 funds work for asset classes beyond equities?
- How can 130/30 funds effectively operate under UCITS III?
- How will 130/30 funds affect the established roles within the investment community?
Event Organizer: Terrapinn
Location: Guoman Tower Hotel, London