Absolute UCITS Conference

Venue: London Stock Exchange
Location: London
Dates: Wednesday, 15 June 2011 - Wednesday, 15 June 2011

Following the success of the Absolute UCITS online news service, HedgeFund Intelligence is pleased to announce the inaugural Absolute UCITS Conference. More than 150 delegates will come together at the London Stock Exchange to explore future developments of the fledgling UCITS hedge funds industry. Please call +44 (0) 20 7779 8999 to book your ticket!


 
Patrick Armstrong
Armstrong Investment Managers

Patrick Armstrong is CFA and managing partner at Armstrong Investment Managers.
Armstrong Investment Managers (AIM) is a specialist investment firm focused on delivering inflation beating investment solutions. AIM manages a range of global macro real return strategies and manages the multi-asset strategies of Distinction Asset Management.
Patrick along with the founding partners at AIM are pioneers in multi-asset investing. Prior to joining Insight, he worked at UBS Wealth Management as director and head of manager selection. and at Deutsche Bank Securities as an equity analyst. Patrick has an MBA from the Rotman School of Management, and is a Chartered Financial Analyst.

 
Eric Bertrand
Schroders NewFinance Capital

Eric Bertrand is director of Schroders NewFinance Capital (SNFC) and director of Schroders GAIA.
SNFC is a specialist multi-management group focussing on alternative investments and wholly owned by Schroders plc. SNFC oversees $4.2 billion in multi-strategy, specialist fund of hedge funds and other alternative investment portfolios (as at 1st May 2011).
From 1984 to 2002, Eric worked for JP Morgan, as managing director, member of the European management committee, and co-head of the fixed income derivatives business in Europe and Asia. Eric holds a Graduate Degree from Ecole Superieure des Sciences Economiques et Commerciales (ESSEC).

 
Alan Burnett
Martin Currie Investment Management

Alan Burnett is director and head of UK intermediary business for Martin Currie Investment Management Limited. He is responsible for all aspects of sales in the UK for pooled vehicles both on and offshore, including developing its range of UCITS III equity Long/Short products.
Martin Currie is a specialist investment management business that manages £10.4 billion, at 30 March 2011, in active equity portfolios from its headquarters in Edinburgh. Its pooled funds include an Oeic, Sicav, offshore mutual funds and a range of hedge funds.
Alan joined the industry in 1989 starting in Investment Trusts and has worked for Ivory & Sime, Flemings, Morgan Grenfell and Liontrust before joining Martin Currie seven years ago. As an employee owned business Martin Currie takes up most of Alan’s time but he enjoys skiing, rugby and more recently, cycling.

 
Joe Davidson
Fulcrum Asset Management

Joe Davidson is a partner and chief operating officer of Fulcrum Asset Management.
Fulcrum was founded by Gavyn Davies and Andrew Stevens in 2004, and specialises in hedge funds, asset allocation and managed accounts driven by mainly macro themes. Joe is responsible for the development of Fulcrum’s fund range across multiple jurisdictions and manages the trading and operational implementation of Fulcrum’s strategies. Prior to working at Fulcrum, Joe worked for Goldman Sachs International and Schroders Investment Management.
Joe graduated from Warwick University, received his Masters from the University of London and is a CFA charter holder.


Andrew Dollery
Newedge Prime Brokerage
 

Andrew Dollery is a member of the origination and structuring team within Newedge Prime Brokerage Group, based in London. Andrew has primary responsibility for Newedge’s service offering to alternative UCITS funds.
Andrew started his career at Merrill Lynch, where he was responsible for prime brokerage sales. He then worked at BNY Mellon, where he was responsible for hedge fund and alternative UCITS fund sales.
Andrew graduated from the University of Nottingham with a BSc, Honours, in Economics, and holds the Chartered Alternative Investment Analyst (CAIA) designation.

Florian Giesecke
Lupus Alpha Asset Management
 

Florian Giesecke is head of international business at Lupus alpha and is responsible for the business development outside Germany.
Lupus alpha is an independent and privately-held asset management boutique managing €5.6 billion in absolute return strategies.
Prior to joining Lupus alpha, Florian held several positions in the institutional business development and consultant relations teams of Allianz Global Investors in Germany and the UK. Florian holds an MBA and is a Certified International Investment Analyst (CIIA).
 

Andre Havas
Optimized Portfolio Management Stockholm AB
 

André Havas is head of investor relations at Optimized Portfolio Management (OPM).
OPM is Scandinavia’s leading fund of hedge fund manager and hedge fund selection team. It manages approximately $500 million through fund of hedge funds and advisory mandates for institutional investors. OPM’s selection process is focused on correlation, risk and performance of the underlying funds. It
is pioneering the UCITS FOHF business in Sweden with its fund OPM Kappa launched in 2010.
André has 14 years experience of alternative investments from the investor relations side. Previous experience includes six years working for GAM and CDK in London. Before joining OPM, he was employed by Deutsche Bank in Stockholm. He earned a Bsc in Business Law, French and Italian from the University of Lund in Sweden.

Henri Jeantet
Syquant Capital
 

Henri Jeantet is CEO, CIO and one of the co-founders of Syquant Capital. In 2005 Henri and Olivier Leymarie, co-founder and chairman of Syquant Capital, established an independent asset manager focused on equity and equity derivatives arbitrage.  
Syquant Capital’s focus is to offer a low risk approach to equity arbitrage, particularly suited to the UCVITS III environment including within the Helium Opportunities fund. Previously Henri and Olivier co-created the equity derivatives business line at Credit Agricole/Indosuez Group. In 1987, Henri joined Cheuvreux and from 1992 to 2000 he was head of the european equity derivatives arbitrage. In 2000 he became global head of equity derivatives trading for Credit Agricole.
Henri is a graduate of the Ecole Supérieure de Commerce de Paris.
 
Francis Kass
Arendt & Medernach

Francis Kass is a partner in the investment funds practice of Arendt & Medernach where he advises clients in the structuring, creation and organisation of investment funds, with a specific focus on UCITS and hedge funds.
Arendt & Medernach is a leading Luxembourg full service law firm. Its legal expertise is organised within several distinct specialist practice areas, allowing it to offer clients a full range of services tailored to their individual needs across all areas of finance and business law.
Francis participates in the Association of the Luxembourg Fund Industry and is a lecturer at the Luxembourg Institute for Training in Banking. He served as a member of the governing body (Conseil de l’ordre) of the Luxembourg Bar from 2006 until 2008. Francis holds a Master's Degree in Law from the Université Libre de Bruxelles.

 
Jiri Krol
AIMA

Jiri Krol was appointed director of policy and government affairs for AIMA in April 2010.
Jiri started his career at the Czech securities market regulator. He then moved to the European Commission’s
Internal Market Directorate-General, where he was responsible for the drafting and negotiation of the Markets in Financial Instruments Directive (MiFID) implementing measures.  Previously, Jiri was appointed financial markets policy director in the Czech Ministry of Finance in 2007. In 2009, he led the Czech European Union Presidency’s work in the area of financial services.
Jiri studied International Relations, Economics and Politics at Tufts University, London School of Economics and Sciences Po.


Andrew Main
Stratton Street  Capital

Andrew Main is managing partner at Stratton Street Capital. His primary responsibilities are the development of the company on behalf of the fund managers working with investors, the funds as clients, regulators, banks and prime brokers.
Stratton Street Capital, founded in August 2000, is an FSA authorised and regulated investment manager based in the UK specialising in emerging market debt and Asian alternative investment funds. Group funds under management and advice currently total $749 million.
Andrew studied at INSEAD and is a member of the Securities Institute. He sits as a non executive on several private fund boards on behalf of a number of Asian families and has been a member of the British Bankers Association working group to advise on hedge funds. Andrew has also served on AIMA panels representing boutique managers and sits on the recently formed smaller managers working group.  

 
Rhodri Mason
Man Group

Rhodri Mason is head of UCITS management at Man and is responsible for the development of its onshore UCITS business.
Following Man’s acquisition of GLG in October 2010, it now has over 40 UCITS funds, domiciled across Luxembourg, Dublin and the UK, making it one of the largest hedge fund providers of UCITS in the market.
Prior to joining Man, Rhodri was a director of product development at BlackRock. Rhodri holds a degree in Social and Political Sciences from St Catharine’s College, Cambridge.

 
Hamid Parsa
Alceda Fund Management

Hamid Parsa is director of sales and business development at Alceda Fund Management SA. where he is responsible for the development and sales of the alternative investment platform for institutional investors as well as for international business development.
Alceda Fund Management is a leading independent structuring specialist dedicated to providing institutional investors, asset/fund managers, banks and family offices with tailored investment solutions. Alceda has been one of the fastest growing structuring specialists in Europe, with current assets under administration of over $6 billion across a variety of products.

Hamid was previously responsible for structuring and product development at Dresdner Kleinwort in London, where he was involved in the development of a hedge fund platform for German insurance companies and a UCITS platform.

 
Tim Shakesby
European Commission

Tim Shakesby currently works for the European Commission in DG internal market and services, which is responsible for single market policy and much of the financial services regulation at the European level. He is leading and coordinating key strands of policy work on improving and making more consistent investor protection measures for retail investment products. Tim is seconded from the UK Financial Services Authority, where he worked on policy issues in the retail markets.
Tim comes from an academic background, holding a Doctorate in US Politics and Intellectual Culture and a Master's Degree in Social and Political Theory, both from King's College Cambridge, where he also read History and Social and Political Science as an undergraduate.

 
John Ventre
Retail Skandia Investment Group

John Ventre is the lead portfolio manager for Skandia Investment Group (SIG)’s £2 billion suite of multi-asset funds.
SIG’s assets under management are around $20 billion, comprising a range of multi and single manager funds which are distributed in over 20 countries across five continents.
John has 12 years of financial markets experience having begun his career trading equity, fixed income and commodity markets with ADM Investor Services International, one of London’s largest brokers by volume, and later for a discretionary investment management business in which he was a founding partner. John holds an MA from Peterhouse, Cambridge University and the Investment Management Certificate.


Chris Wyllie
Iveagh - Private Investment House
        

Chris Wyllie is chief investment officer at Iveagh which he joined in 2006. He is responsible for formulating the investment policy for clients of Iveagh.
Iveagh is an independent investment management firm based in London, managing the wealth of key members of the Guinness family and others. In recent years its expansion has continued with a successful range of public funds. 
Chris has 23 years of experience in finance, mostly gained in senior positions in fund management. He holds an MA (Honours) in History from Cambridge University and is a chartered member of the Society of Investment Professionals.


David Yarrow
Clareville Capital

David Yarrow is the founder and majority partner of Clareville Capital LLP and the majority shareholder of Clareville Capital Ltd, founded in 1996. The Pegasus Fund converted from long-only to a hedge fund in 1998. The fund won hedge fund of the year in 2003 and has compounded at 11% per annum since inception. Clareville Capital run long only mandates as well as the hedge fund mandate.
Prior to founding Clareville Capital, David spent eight years working as an institutional stockbroker in UK equities.  In 1993, he was appointed a director of equities at NatWest Securities where he worked until leaving to start Clareville Capital.