October 28, 2010

 

 

For investors, understanding the opportunities and risks of hedge fund strategies is of paramount importance. The Southeast Chapter of HFA invites you to join us on October 28, 2010 for valuable insights from an expert panel on which strategies are outperforming their peers; where fund of hedge funds managers expect returns to be generated in the months ahead, and how high-net-worth investors should approach due diligence and selection.

This event is complimentary for HFA member managers and investors. Investors and managers who are not HFA members can register for $25/per person.  A limited number of service providers may register for $100/per person.  Service providers who are HFA or Miami Finance Forum members will be given priority. Others will be waitlisted and notified a week prior to the event if approved.

 

Space is limited, select a link below and RSVP now:

 

HFA Member Managers and Investors

Non Member Managers and Investors 

Service Providers

 

PANELISTS

 

Brian Daly

Partner, Rockmore Capital, LLC

 

Brian Daly is a partner of the Rockmore group of funds. Mr. Daly participates in managing all aspects of the funds operation with a specific focus on portfolio management, investor relations and supervises back office operations as the CFO. Mr. Daly has twenty-plus year of experience on Wall Street, both as an investment banker and in operations. Mr. Daly began his career on Wall Street in 1985 with SmithBarney. He joined the asset management group at Salomon Brothers in 1988 developing financial models and systems. In 1992 Mr. Daly moved to the investment banking division of Paine Webber focusing on structured products. In 1998, he joined Omicron Capital as its Chief Financial Officer, where he was responsible for the daily operations and valuation of the fund’s portfolio. He developed a proprietary back-office accounting and trading systems for Omicron and Rockmore. Mr. Daly received his Bachelor’s degree in Accounting from Fordham University and an
MBA from Columbia University.

David Friedland
President, Magnum U.S. Investments
President, Hedge Fund Association

David R. Friedland is President of Magnum U.S. Investments, Inc., which serves as a consultant to a number of funds of funds and hedge funds, as well as a number of banks and institutions. Magnum U.S. Investments, Inc. tracks, evaluates and combines hedge funds into funds of hedge funds to meet specific risk/return criteria for high net worth individuals and institutional clients. He is also president of the general partner of the Magnum funds of hedge funds, and Magnum-sponsored single manager hedge funds available to U.S. taxable investors. Magnum has been involved in the hedge fund industry since 1994.

 

Harry E. Haynes III

Founding Partner, FISCO, LLC

Managing Director, FISCO Investment Management

Harry E. Haynes III is a founding partner of FISCO LLC and a managing director of FISCO Investment Management. Mr. Haynes is responsible for tactical/technical research, and portfolio construction including risk control and portfolio management. Mr. Haynes has over 25 years of investment experience, including analysis, portfolio management, and asset consulting. He is recognized for his work in the field of tactical allocation and is a periodic lecturer on the subject. Prior to joining FISCO, Mr. Haynes was employed at Ernst & Young LLC where he was Principal and Director of Southeast Area Investment Advisory Services. These services include determining asset allocation and client investment policy, assisting in investment manager searches and overseeing implementation.

Kevin G. Simpson
President & CCO, Capital Wealth Planning, LLC

Kevin G. Simpson is President and Chief Compliance Officer of Capital Wealth Planning, LLC. Since 2005, he has managed the option writing program for the Partnership. Mr. Simpson has been a licensed financial consultant since 1992. Mr. Simpson specializes in helping institutions and high-net worth individuals plan and achieve their financial goals. He delivers investment and financial advice and manages money specifically focused on covered call selling. Mr. Simpson is a graduate of The George Washington University with a degree in Finance. He has served on many government and non-profit boards in Pennsylvania and Florida. He has taught classes and lectured on investment topics throughout many states. He has also published countless newspaper and magazine articles on option strategy. Mr. Simpson currently holds Series 7, 63 & 65 NASD certifications.

Mike Williams
Founder & President, Access Fund Management

Mr. Williams is Founder and President of AFM. Mike has unique expertise in financial product development, the creation of unique marketing concepts, and the successful coordination of independent marketing organizations for distribution purposes. In the Private Placement Insurance arena, where AFM focuses a great deal of attention, Mr. Williams is able to innovatively provide High Net Worth Investors with access to AFM’s manager combinations on a very tax efficient basis. Mr. Williams held management roles from 1990 until 2002 with Western Reserve Life Assurance Company or Ohio (WRL), an AEGON USA business unit. Mr. Williams began his financial services career with Aetna, specializing in advanced marketing prior to purchasing an independent insurance agency, and subsequently establishing an SEC registered Broker/Dealer. Mr. Williams is a graduate of Southern Illinois University with a degree in Business Management. Mike holds a Series 66 license in the state of Florida.

 

MODERATOR

 

Mitch Ackles

CEO, Hedge Fund PR

Director, Hedge Fund Association

 

Mitch Ackles is CEO of Hedge Fund PR, a Director and Spokesman of The Hedge Fund Association and Media Contact for Hedge Funds Care. With over 20 years experience, Mitch has executed winning campaigns for hedge funds, political and economic leaders, service providers, luminaries, conference organizers, charitable organizations and local, national and global hedge fund groups. Before founding Hedge Fund PR in 2005, Mitch was marketing director for vFinance, VP of hedge fund capital introduction for Global Partners Group and worldwide marketing manager for Dow Jones TradeStation. Mitch is a director and spokesman for the non-profit trade group the Hedge Fund Association, and he also serves as the primary media contact for Hedge Funds Care, a global charitable organization which raises funds for programs that work to prevent and treat child abuse.

Space is limited, select a link below and RSVP now:

 

HFA Member Managers and Investors

Non Member Managers and Investors 

Service Providers

 

HFA is not responsible for any travel costs in the case of an event cancellation.