In this iteration of the Hubbis Digital Dialogue Series, we will explore the evolving role of hedge funds within the portfolios of private clients, particularly in the current market environment.

Our panel of seasoned experts will dissect the strategies, risks, and opportunities associated with hedge fund investments, providing a deeper understanding of how they can enhance and diversify high-net-worth investment portfolios. 

These are some of the topics we will cover during the discussion –

  • What fundamental characteristics make hedge funds a viable option for HNW and UHNW investment portfolios?
  • How do hedge funds manage risk differently compared to traditional equity and bond investments, and what risk mitigation benefits can they offer to HNW/UHNW individuals?
  • Given the recent performance trends, how have hedge funds contributed to the preservation and growth of wealth among HNW/UHNW portfolios?
  • In what ways do hedge funds provide diversification benefits in HNW/UHNW portfolios? Can they serve as a hedge against market volatility or inflation?
  • What is the long-term outlook for hedge funds in the context of evolving markets and investor needs, particularly for wealth preservation?
  • How do the fee structures of hedge funds impact the net returns for investors, and are these costs justified by the performance?
  • What are the latest regulatory changes affecting hedge funds, and how might these impact HNW/UHNW investors?
  • What are the latest trends and innovations within the hedge fund industry that could influence HNW/UHNW investment strategies?
  • How does the global economic landscape influence hedge fund strategies, and what international opportunities should HNW/UHNW investors be aware of?
  • How are hedge funds addressing growing concerns around ethics and social responsibility, particularly in relation to HNW/UHNW investor expectations?
  • How do hedge funds stack up against other alternative investments like private equity, real estate, or commodities for HNW/UHNW individuals?

 

By attending this session, you will also be entitled to receive a 1 Hour CPD/CPT Certificate.

Join us for an engaging dialogue on the role of hedge funds in modern wealth management strategies.

May 30

Hedge Funds and their Role in Private Client Portfolios Toda...

3.00pm - 4.00pm HKT/SGT

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Event Agenda
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  • 3.00pm

    Hedge Funds and their Role in Private Client Portfolios Today

    • What fundamental characteristics make hedge funds a viable option for HNW and UHNW investment portfolios?
    • How do hedge funds manage risk differently compared to traditional equity and bond investments, and what risk mitigation benefits can they offer to HNW/UHNW individuals?
    • Given the recent performance trends, how have hedge funds contributed to the preservation and growth of wealth among HNW/UHNW portfolios?
    • In what ways do hedge funds provide diversification benefits in HNW/UHNW portfolios? Can they serve as a hedge against market volatility or inflation?
    • What is the long-term outlook for hedge funds in the context of evolving markets and investor needs, particularly for wealth preservation?
    • How do the fee structures of hedge funds impact the net returns for investors, and are these costs justified by the performance?
    • What are the latest regulatory changes affecting hedge funds, and how might these impact HNW/UHNW investors?
    • What are the latest trends and innovations within the hedge fund industry that could influence HNW/UHNW investment strategies?
    • How does the global economic landscape influence hedge fund strategies, and what international opportunities should HNW/UHNW investors be aware of?
    • How are hedge funds addressing growing concerns around ethics and social responsibility, particularly in relation to HNW/UHNW investor expectations?
    • How do hedge funds stack up against other alternative investments like private equity, real estate, or commodities for HNW/UHNW individuals?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Paul Gambles

    Director

    MBMG Group

    Harmen Overdijk

    Chief Investment Officer

    Leo Wealth

May 30

Hedge Funds and their Role in Private Client Portfolios Toda...

3.00pm - 4.00pm HKT/SGT

REGISTER
Speakers

Harmen Overdijk

Leo Wealth

Paul Gambles

MBMG Group

May 30

Hedge Funds and their Role in Private Client Portfolios Toda...

3.00pm - 4.00pm HKT/SGT

REGISTER
Partners
May 30

Hedge Funds and their Role in Private Client Portfolios Toda...

3.00pm - 4.00pm HKT/SGT

REGISTER
Summary

The Hubbis Digital Dialogue Series Webinar of May 30th will delve into the significance and strategic application of hedge funds within the portfolios of High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals.

As we navigate through the hour, we will uncover why hedge funds are considered a pivotal component for diversification and risk management in sophisticated investment strategies.

Our discussion will open with a comprehensive overview of what sets hedge funds apart in the realm of investment options for private clients. We will discuss the unique risk-return profiles of hedge funds and how these can complement traditional investment holdings to mitigate volatility and enhance returns. Following this, our panel of experts will address how hedge funds manage risk, particularly through techniques that are distinct from other asset classes, offering a buffer against market downturns.

Our panel of experts will also consider the impact of fees and transparency in hedge fund operations, evaluating whether the cost structure aligns with the benefits received by HNW and UHNW clients. Furthermore, regulatory considerations and the latest compliance requirements will be discussed, giving attendees insights into how these factors influence fund management and investor relations.

Moreover, the panel will explore current trends and innovations within the hedge fund industry, including how these funds are adapting to global economic challenges and shifting investor demands. We'll look at ethical investment considerations and the role of hedge funds in promoting socially responsible investing practices among private clients.

We will also speculate on the future trajectory of hedge funds in private client portfolios, considering evolving market conditions and investor expectations. This forward-looking analysis will aim to equip attendees with the knowledge to make informed decisions about incorporating hedge funds into their or their clients' investment strategies.

Join us on May 30th for an engaging and informative discussion, and we are excited to provide actionable insights that can help guide investment decisions for private clients in today's complex financial landscape.

May 30

Hedge Funds and their Role in Private Client Portfolios Toda...

3.00pm - 4.00pm HKT/SGT

REGISTER