Alternative Investments and Hedge Funds

A hedge fund is a pooled investment fund that trades in relatively liquid assets and is able to make extensive use of more complex trading, portfolio-construction and risk management techniques.

David K.A. Mordecai Spoke at the CFTC CPO and Commodity Pool Roundtable

David K.A. Mordecai Spoke at the CFTC CPO and Commodity Pool Roundtable

David K.A. Mordecai was invited to speak at the U.S. Commodity Futures Trading Commission (CFTC) CPO and Commodity Pool Roundtable on April 6, 2005 at the CFTC office in Washington, DC.

David K.A. Mordecai spoke on a panel entitled Current and Future Issues, moderated by Kenneth Raisler, Partner at Sullivan & Cromwell LLP. His co-panelists included:

Attendees at this all-day roundtable were welcomed by CFTC Acting Chairman Sharon Brown-Hruska and CFTC Commissioners Walter L. Lukken, Fred Hatfield, and Michael V. Dunn. In addition to David Mordecai’s panel, topics included CPOs and Commodity Pool Industry OverviewRegulation of CPOs and Commodity PoolsFutures Market Oversight/Surveillance/Risks and Valuation and Other Issues.

David K.A. Mordecai Spoke at the CFTC CPO and Commodity Pool Roundtable

Samantha Kappagoda and David K.A. Mordecai Presented at the 10th Annual Global GAIM Conference

Samantha Kappagoda and David K.A. Mordecai Presented at the 10th Annual Global GAIM Conference

Samantha Kappagoda and David K.A. Mordecai  were invited to present at the 10th Annual Global Alternative Investment Management (GAIM) Conference, June 8-10, 2004 in Lausanne, Switzerland at the Beaulieu Conference Center.

Samantha Kappagoda spoke during a plenary session called Products and the Economy on a panel discussion entitled Global Economic Review: The Implications of the Current Central Bank Policy Environment for Global Financial Markets: Views from Some of the Industry’s Most Influential Hedge Fund Economists and Strategists. The panel was chaired by Marc Goodman, President of Kenmar and Samantha Kappagoda’s fellow panelists were the following:

  • Jamil Baz, Managing Director and Global Head of Fixed Income Research, Deutsche Bank
  • Douglas Cliggott, President, Brummer & Partners Research

David K.A. Mordecai presented Credit Relative-Value and Structured Credit Trading as a Source of Excess Returns: The Changing Role of Structured Credit Strategies in the ALM of Financial Intermediaries during the Structured Credit Thinktank stream. This presentation was followed by a panel discussion moderated by David Mordecai entitled Trends and Developments in Credit Arbitrage as aEmerging Hedge Fund Strategy. His fellow panelists were the following:

  • John Howe, Founder and Partner, Old Hill Partners
  • Gordon Yeager, Managing Director and Head of Risk Management, Stanfield Capital Partners
  • George Marshman, Chief Investment Officer and Co-Founder, Aladdin Capital, and
  • David Grin, Managing Partner and Co-Founder, Laurus Funds.

Samantha Kappagoda and David K.A. Mordecai Presented at the 10th Annual Global GAIM Conference

The GAIM International conference is the largest and longest running hedge fund event in the world, and regularly attracts institutional investors, private bankers, high net worth individuals, family offices and sovereign wealth funds as well as fund managers including big brands and boutique investment houses from across the globe.

David K.A. Mordecai Presented at the 9th Annual Global GAIM Conference

David K.A. Mordecai Presented at the 9th Annual Global GAIM Conference

David K.A. Mordecai was invited present at the 9th Annual Global Alternative Investment Management (GAIM) Conference, June 10-13, 2003 in Geneva, Switzerland at the Noga Hilton.

David K.A. Mordecai presented at the Post-Conference Summit Day on global institutional investment and alternatives chaired by Lawrence Newhook, Associate Portfolio Manager, Alternative Strategies at Ontario Municipal Employees Retirement System

The theme of the day was Examining the thinking behind major institutions’ changing approach to alternatives within their portfolios and their businesses. David Mordecai’s topic was New Research: An Examination of Linkages Between Hedge Funds and Insurers – Past, Present and Future: From Co-operation to Competition, Why Some Insurance-Linked Investment Vehicles Will Survive While Others Will Not. 

David K.A. Mordecai Presented at the 9th Annual Global GAIM Conference

The GAIM International conference is the largest and longest running hedge fund event in the world, and regularly attracts institutional investors, private bankers, high net worth individuals, family offices and sovereign wealth funds as well as fund managers including big brands and boutique investment houses from across the globe.

David K.A. Mordecai Presented at the 8th Annual Global GAIM Conference

David K.A. Mordecai Presented at the 8th Annual Global GAIM Conference

David K.A. Mordecai was invited to present at the 8th Annual Global Alternative Investment Management (GAIM) Conference, June 11-14, 2002 in Geneva, Switzerland at the Hotel President Wilson.

David Mordecai led the half-day Master Class on Advanced Structured Credit Products entitled A Comprehensive and Critical Analysis of the Latest Technical and Strategic Developments in How to Enhance the Distribution of Your Hedge Funds Through the Use of Structured Credit.

This Master Class provided a comprehensive framework for understanding the huge benefits and latest practical applications of managed structured credit products (corporate bonds and loans, asset-and mortgage-backed securities, collateralized debt obligations, credit derivatives) both as a source of alpha and as a means of transporting alpha. Until recently the lack of structural homogeneity and pricing standards in the credit derivative markets has constrained liquidity in these markets, but increasingly cutting-edge hedge fund organizations see structured credit products as the key driver of hedge fund distribution in the future. The class was divided into four topics:

  • Understanding Managed Structured Credit as an Enhanced Index, Stable-Value Product
  • Benefits and Latest Applications of Structured Credit as an Alternative Asset
  • Managed CDOs as an Asset Class
  • Making it Work in Practice: Overcoming Common Application Pitfalls

David K.A. Mordecai Presented at the 8th Annual Global GAIM Conference

The GAIM International conference is the largest and longest running hedge fund event in the world, and regularly attracts institutional investors, private bankers, high net worth individuals, family offices and sovereign wealth funds as well as fund managers including big brands and boutique investment houses from across the globe.

David K.A. Mordecai Presented at the 7th Annual Global GAIM Conference

David K.A. Mordecai Presented at the 7th Annual Global GAIM Conference

David K.A. Mordecai was invited to present at the 7th Annual Global Alternative Investment Management (GAIM) Conference, July 2001 in Geneva, Switzerland at the Hotel President Wilson. He presented a technical seminar entitled. Technical Seminar Advanced Topics in Structured Products.

David K.A. Mordecai Presented at the 7th Annual Global GAIM Conference

The GAIM International conference is the largest and longest running hedge fund event in the world, and regularly attracts institutional investors, private bankers, high net worth individuals, family offices and sovereign wealth funds as well as fund managers including big brands and boutique investment houses from across the globe.

David K.A. Mordecai Presented at the 6th Annual Global GAIM Conference

David K.A. Mordecai Presented at the 6th Annual Global GAIM Conference

David K.A. Mordecai was invited to present at the 6th Annual Global Alternative Investment Management (GAIM) Conference, July 2000 in Geneva, Switzerland at the Hotel President Wilson.

David K.A. Mordecai Presented at the 6th Annual Global GAIM Conference

The GAIM International conference is the largest and longest running hedge fund event in the world, and regularly attracts institutional investors, private bankers, high net worth individuals, family offices and sovereign wealth funds as well as fund managers including big brands and boutique investment houses from across the globe.