SFI Master Classes

Hedge funds are an extremely heterogeneous group within the investment funds family, which makes meaningful benchmarking almost impossible. This also raises the question of the extent to which they truly generate alpha and provide portfolio diversification and that of whether the use of hedge funds makes sense at all in a contemporary portfolio context—especially in a rising interest rate environment or in a post-pandemic world. Has hedge funds' time passed, or are they on the verge of a renaissance? Are some hedge funds really outstanding, and if so, how can one identify them?
 

Objectives

In this Master Class, advantages and disadvantages of different hedge fund investment styles are analyzed. Special attention is given to hedge funds as a diversifier for equity and fixed income markets in a rising interest rate environment. The risks and opportunities of this asset class, which is increasingly conquering the private client segment, are investigated. And we discuss the topic of diversification, including the risk of "diworsification" and how many hedge funds are really needed in a portfolio—and why the performance of hedge fund indices are so depressing.

SFI Master Class Features and Target Audience

SFI Master Classes offer seasoned banking and finance professionals a unique opportunity to exchange knowledge and share their professional views with top-level academics and industry experts in an interactive learning environment. Master Classes incorporate hands-on group work and opportunities for discussion. An on-site networking event will follow this Master Class.

This particular Master Class is aimed at professionals in the financial industry who work in asset and wealth management. The event is also of interest to experts hailing from risk management or investment banking.

SAQ Recertification

This SFI Master Class is an acknowledged SAQ recertification measure and comprises four learning hours for the following SAQ profiles: 

• Wealth Management Advisor CWMA

• Advisor Affluent Clients

• Certified Corporate Banker CCoB

This SFI Master Class covers the aspect "industry knowledge."