Presentation: Financial Markets and Hedge Funds – Investment Strategy under Uncertainty
Language: English
Speaker:
Stuart Leaf, CEO and Founder, Cadogan Management, LLC
Paul Isaac, Managing Director & Chief Investment Officer, Cadogan Management, LLC
Outline
Recent financial markets globally are going through an accelerating degree of uncertainties, and it is particularly the case in the US. Among various factors in the midst of uncertainties are hedge funds that have been increasing its role as a supplier of liquidity and therefore, giving significant impacts to various financial markets. In this regard, what and how exactly are these hedge funds doing in terms of dealing with recent market situations? What have really brought them to the situations? Furthermore, in view of expanded weights in institutional portfolios globally, how should hedge-fund investors handle a time of uncertainties like today? What should be the optimal portfolio strategy with respect to investing in hedge funds going forward? These questions will be addressed from a perspective of a fund of hedge fund investor as well as a hedge fund manager.
Speaker
Mr. Leaf founded Cadogan in 1994. Prior to founding the firm, he was Managing Director of IMI Advisors USA (the asset management division of Mabon Securities), a Principal at the Leveraged Buyout firm of Clearbrook & Co. and a Senior Associate at Peers & Co., a New York merchant bank (joint venture with LTCB), where he was engaged in real estate and merger & acquisition activity between Japan and the United States. Mr. Leaf was also an investment banker with Goldman, Sachs & Co. in New York and a Research Analyst in Investment Banking for Merrill Lynch Capital Markets. Mr. Leaf graduated Phi Beta Kappa from Stanford with BAs in Economics and French, both with honors and distinction, where he also received his MA in French Literature and his MBA.
Mr. Isaac joined the firm in 1999. He has 35 years of investment management experience, covering a broad range of opportunistic strategies as well as fixed income and value equity portfolios. He was an analyst for S.C. Fundamental, LLC (a value equity hedge fund) and senior-level management in the securities industry, including Mabon, Nugent & Co. and its successor firms. He also served as the Chairman of the Securities Industry Association Capital Rules Committee. He graduated from Williams College with Highest Honors in Political Economy and was a Thomas J. Watson Foundation Fellow. (Cadogan Management is a NY-based Fund of Hedge Funds with AUM of US$7bil and is a part of the Fortis Investments group.)
Registration
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