Investment Operations

Hedge Fund Operations Fundamentals

Categories Introductory, Operations

Course Instructor

Course Level

Beginner

Certification

Certificate

Delivery

Via Zoom

Hours (EST)

1:00 pm​ - 5:00 pm

Description

*This course can also be offered upon request and can be customized to fit your team’s needs.

Date: TBD

The Hedge Fund Operations Fundamentals virtual course affords participants detailed insights into the major operational considerations for hedge funds.  The course provides explanations of the various aspects of the hedge fund business that general partners, investment managers, operating officers and other stakeholders follow in managing a private investment fund.  Participants will learn about different hedge fund structures and strategies as well as extensive details behind trading, pricing, clearing and settlement of securities that comprise hedge fund portfolios.  The course will conclude with a discussion about unique hedge fund risks and how the industry is currently regulated.  The objective is to:

  • Identify basic hedge fund characteristics
  • Explain how different hedge fund strategies influence operational considerations
  • Explain the considerations in pricing a portfolio
  • Identify various reports that managers rely upon
  • Compare and contrast order management and portfolio management
  • Discuss regulatory issues that influence hedge fund operations
  • Describe the roles of the various participants in trade and post-trade processing
  • Distinguish between clearance and settlement procedures
  • Identify and contrast the various types of corporate actions

Who should Attend

  • Hedge Fund Analysts
  • Operations Professionals
  • Operations Managers
  • Internal Auditors
  • Governance and Compliance Managers
  • Technology Professionals
  • Prime Broker Professional

Prerequisite: None

Day 1

  • Introduction
  • Hedge Fund Structures
  • Outside service providers
  • Prime Brokerage
  • Hedge Fund Strategies
    1. Market directional
    2. Corporate restructuring
    3. Convergence trading
    4. Opportunistic

Day 2

  • Positions & Balances
    1. Reports
    2. Pricing
    3. Order management
  • Clearing
  • Settlement
  • Counterparties and clearing houses
  • Corporate Actions
    1. Purpose
    2. Impact
    3. Life cycle
  • Regulatory oversight

Summary & Questions

In-House Training

Custom Training can help you achieve your corporate training goals while staying on budget and focusing the content on the needs of your group. Email your questions regarding corporate training to training@investmentoperations.net.

2023 Training Calendar

Training Catalogue

Course Instructor

Course Level

Beginner

Certification

Certificate

Delivery

Via Zoom

Hours (EST)

1:00 pm​ - 5:00 pm

Description

*This course can also be offered upon request and can be customized to fit your team’s needs.

Date: TBD

The Hedge Fund Operations Fundamentals virtual course affords participants detailed insights into the major operational considerations for hedge funds.  The course provides explanations of the various aspects of the hedge fund business that general partners, investment managers, operating officers and other stakeholders follow in managing a private investment fund.  Participants will learn about different hedge fund structures and strategies as well as extensive details behind trading, pricing, clearing and settlement of securities that comprise hedge fund portfolios.  The course will conclude with a discussion about unique hedge fund risks and how the industry is currently regulated.  The objective is to:

  • Identify basic hedge fund characteristics
  • Explain how different hedge fund strategies influence operational considerations
  • Explain the considerations in pricing a portfolio
  • Identify various reports that managers rely upon
  • Compare and contrast order management and portfolio management
  • Discuss regulatory issues that influence hedge fund operations
  • Describe the roles of the various participants in trade and post-trade processing
  • Distinguish between clearance and settlement procedures
  • Identify and contrast the various types of corporate actions

Who should Attend

  • Hedge Fund Analysts
  • Operations Professionals
  • Operations Managers
  • Internal Auditors
  • Governance and Compliance Managers
  • Technology Professionals
  • Prime Broker Professional

Prerequisite: None

Day 1

  • Introduction
  • Hedge Fund Structures
  • Outside service providers
  • Prime Brokerage
  • Hedge Fund Strategies
    1. Market directional
    2. Corporate restructuring
    3. Convergence trading
    4. Opportunistic

Day 2

  • Positions & Balances
    1. Reports
    2. Pricing
    3. Order management
  • Clearing
  • Settlement
  • Counterparties and clearing houses
  • Corporate Actions
    1. Purpose
    2. Impact
    3. Life cycle
  • Regulatory oversight

Summary & Questions

In-House Training

Custom Training can help you achieve your corporate training goals while staying on budget and focusing the content on the needs of your group. Email your questions regarding corporate training to training@investmentoperations.net.

2023 Training Calendar

Training Catalogue

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