Price (from): €1,636 / day
Paul started his Investment Management career at Royal Insurance in 1983. Following successful completion of the Society of Investment Analysts Associateship, Paul joined the small team managing Royal’s in-house long term UK Equity portfolios.
In 1990, following the lifting of exchange controls in Stockholm, he joined the Swedish insurer Trygg-Hansa’s London start-up operation to manage its UK Equity exposure.
In 1994 Paul moved into the Private Client arena, as part of the Investment Unit of Lloyds Private Banking & over a two year period diversified away from an exclusive analytical/Fund Management role to incorporate an extensive presentational package on the Bank’s investment strategy delivered ‘on the road’ to its network of offices around the country.
In 1996 Paul took the opportunity offered by the Bermuda-domiciled Bank of Butterfield to head up the global Equity research effort in London in support of the Bank’s (offshore) private client base. While his freelance financial training commitments grew, Paul had a spell with an international high-risk security company analyzing the operations of quoted oil & mining corporates worldwide.
In 2000 Paul moved into full-time training with DC Gardner, the in-house tailored training arm of Euromoney Institutional Investor, specializing in Fund Management, Equity Markets, Private Banking & Hedge Funds.
In 2004 he set up his own company, Chadley House Training Limited, structured to work with existing training providers in the market place. The business has grown & diversified the Client base, establishing fresh local relationships with providers in Asia, the Middle East & West Africa.
Clients trained include Citigroup, Man Investments, Axa Investment Managers, Barclays Global Investors, Brevan Howard, Hoare & Co, Renaissance Capital, Nigerian Stock Exchange, Kuwait Investment Authority, Bank of China, Huarong Securities. Paul is also a member of the London Stock Exchange Academy Training Team & an Adjunct Teaching Fellow with the UCL School of Management, delivering a one-term Masters level Investment Management module at their newly established location in Canary Wharf.
About the training
The (relatively small) Hedge Fund community has the dubious honor of attracting disproportionately high levels of publicity in the financial & political press. In the wake of the financial crisis, the Regulatory rules are being rewritten, despite this group not being identified as at the root of the problem.
This can partly be explained by an ongoing lack of understanding of what the Managers are actually doing on behalf of their investors. This course is designed to demystify the industry & break down some of the barriers which to date have appeared impenetrable to outsiders
While all Hedge Fund Managers’ objective has always remained the same – to deliver a positive return in all market environments – the range of strategies pursued to deliver this is vast, ranging across the full suite of available Financial instruments. Some are what are termed ’Directional’, some ‘non-Directional’; some use leverage, some do not; some use Derivatives, some do not. All will be explained on Day Two
An answer to….If they are not ‘Hedged’ why are they called Hedge Funds?
An introduction to the world of Charting & automated Trading; Understanding which Strategies trade which underlying Asset Class; Understand what Investors are looking for exactly
Appreciate what type of Investors Hedge Funds are looking for
Introducing the Hedge Fund Universe
Hedge Fund Trading Tactics & Counter-Party Relationships
Issues for Hedge Fund Investors
Risk Management for Hedge Funds
Understanding the range of Hedge Fund Strategies
The most popular strategy - Long-Short Equity
Hedge Fund Investment Styles - Directional
Hedge Fund Investment Styles – Non-Directional
Funds of Hedge Funds
More trainings of the trainerWealth Management – Understanding your Clients as well as your Markets (2 Days) Equity Valuation Workshop (2 Days) Equity Capital Markets (2 Days)