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Conference:
Day 1
24th March 8am - 5:30pm
Day 2
25th March 8am - 5:30pm
Workshops:
Pre-conference workshop: 23 March
Quantitative techniques for portfolio construction and optimisation
Post-conference workshop: 26 March
Recommended due diligence
procedures
› Full programme
› Add this to my calendar
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Workshop II, Friday, 26 March 2010 Workshop II, Friday, 26 March 2010
Recommended due diligence procedures in the aftermath of a market failureObjectives
This workshop, presented by a 25 year trustee will provide you with a complete and thorough understanding of the recommended due diligence procedures. It will consider real world examples with particular recommendations for prevention and recovery. 08.30 Registration and refreshments09.00 Due diligence
- What is due diligence?
- Understanding the importance of due diligence and the implications of achieving due diligence
- Your investment strategy and due diligence
10.30 Morning refreshments and networking11.00 Due diligence on the fund
- NAV / redemption terms
- Leverage and liquidity
- Down size scenario
- Performance and volatility
13.30 Identifying hazards – what to look out for?
- Rogue trading / fraud and the impact thereof
- Operational failure
- Mismanagement of hedge fund and market dislocation
15.00 Afternoon refreshments and networking15.30 Case study: Madoff and lessons learnt
- How did the Ponzi scheme work?
- Operational red flags
- Investment red flags
- The man who blew the whistle, Harry Markopolos, why the SEC didn’t listen?
16.30 End of workshop
Jerry Davies, Chairman, Board of Trustees, Employees' Retirement Systems Linda Ledbetter, Chief Executive Officer, Non- Profit American Pensions Professionals Education Programs
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