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Tuesday 9 February 2010, Renaissance Marriott
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08:30 |
Registration and Refreshments |
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08:55 |
Welcome from Lyxor Asset Management
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09:00 |
Opening Remarks by the Chairman
Yuri Bender, Editor in Chief, PWM
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09:10 |
UP FROM DOWN
Lyxor's top down outlook on Hedge Fund strategies
Providing a macro outlook of Hedge Funds within the changed investment landscape, this presentation will examine how the world of Alternative Investments took advantage of last year's disruptions. It will seek to answer important questions and issues currently surrounding Hedge Funds: What are Lyxor's top-down allocation views and what forecasts are being made? Is the short term momentum sustainable once policy support fades? What are the opportunities arising from a dynamic portfolio allocation approach?
Stefan Keller, Senior Portfolio Manager – Strategist, Lyxor Asset Management
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09:40 |
New Foundations, New Forces, New Opportunities, New Risks
We believe the dust has now settled. As we anticipated it, the hedge fund industry seems to have stabilized asset-wise and nicely rebounded performance-wise. We believe a new era has started as presented during our Summer 09 Hedge Fund Insights.
This presentation will focus on the new foundations of such new era, the new forces driving the hedge fund industry and how to exploit the new opportunities arising from it. Obviously such presentation would not be complete without a thorough discussion of the new sources of risk associated to this confirmed paradigm shift and the various ways at hand to mitigate them.
Philippe de Beaupuy, Head of Long/Short Equity and Event Driven Strategies, Lyxor Asset Management
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10:10 |
An Insider's View on the Hedge Fund World
Zbigniew Hermaszewski, Co-Head of Research & Technology, Altis Partners
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11:10 |
Closing Remarks by the Chairman |
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11:20 |
Networking Refreshments |
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