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our speakers
Speaker photo
Ramon Tol
Fund Manager Equities
Blue Sky Group
Speaker photo
Steve Cochrane
Chief Investment Officer
North Dakota State Investment Board
Speaker photoJerry Davis
Chairman
Board of Trustees
New Orleans Employees’ Retirement System
Speaker photoTom Heck, CFA
VP/Treasurer
Ball State University Foundation
Speaker photoMilbrey "Casey" Jones
Trustee
Marin County Employees Retirement Association
130/30 is shown to be no passing fad and is predicted to command up to $2 trillion within the decade
 
130/30 funds have sparked a tidal wave of interest from institutional investors. $75 billion has already been invested, and experts predict that number could rise to $2 trillion by 2010. The number of searches for this strategy has increased over 1000% in the first half of 2007 compared to 2006 and the list of traditional and hedge fund managers offering 130/30 funds grows longer each week.
This extraordinary growth is leading many to argue that this could be the makings of a new investment paradigm rather than a passing fad.

Why attend?
  • Separate the facts from the hype surrounding 130/30 funds to decide whether they are a good fit for your portfolio
  • Learn how investors are evaluating these strategies and what solutions they are looking for
  • Benefit from the latest academic research and learn about the latest product innovations
  • Discover how to successfully launch a 130/30 fund in an increasingly competitive market

» Register now

Key themes include:

  • RELAXING THE LONG-ONLY CONSTRAINT
  • EVALUATING NEW INVESTMENT STRATEGIES
  • IMPLEMENTING 130/30 FUNDS
  • MANAGER SELECTION
  • ALLOCATING TO 130/30 
  • ADVANCED LESSONS IN 130/30
  • 130/30: FAD OR TIPPING POINT

» Find out more

PLUS: Pre-conference workshop -shorting and securities lending for investors

This one-day course will introduce plan sponsors and other institutional investors to the basics of short-selling, leverage and the requisite risk management. Also on the agenda is how to get the buy in of your investment board.

The small size of this course is designed to maximize practical, hands-on learning. Be sure to bring questions with you so that you can get the expert feedback of our workshop leader and your peers.

» Find out more
» Register now


"Meet your peers and other leading
industry professionals"

For sponsors

Investing in 130/30 Funds USA is your opportunity to meet with and engage America’s top allocators, asset managers and investment minds. Written with the input of plan sponsors and consultants, the agenda addresses investors’ concerns.

The conference is designed to bring investors, managers and service professionals together – it is where business gets done.

» Enquire about sponsorship opportunities

 
 
gold sponsors
sponsorship opportunities

Why sponsor Investing in 130/30 Funds USA?

Investing in 130/30 Funds USA is your opportunity to meet with and engage America’s top allocators, asset managers and investment minds. Who should sponsor?

  • Asset managers
  • Prime brokers
  • Investment banks
  • Hedge fund managers
  • Funds of funds
  • Lawyers
  • Executive Search companies
  Target your market!
For details contact
Kim Griffiths
Get sponsor pack
conference details
Workshop:
March 17, 2008 12pm - 5pm
 
Conference:
 
Day 1
March 18, 2008 9am - 5:25pm
 
Day 2
March 19, 2008 9am - 4:15pm

› Full conference program
› Add this to my calendar

Register online now
or call +1 212 379 6320