Programs

The Southeastern Hedge Fund Association, Inc. focuses its efforts on providing a professional forum to enhance of the visibility, accessibility, and interaction of the southeastern hedge fund community. SEHFA sponsors meetings with speakers and programs featuring both hedge fund managers and key investment industry professionals. In so doing, the SEHFA strives to promote the growth and development of the southeastern hedge fund community in addition to keeping members informed of industry and regulatory changes, industry best practices, and the current investment environment.

The Southeastern Hedge Fund Association, Inc. Cordially Invites You to Attend--

The 9th Annual SEHFA Barbeque Low Country BBQ

Please note change of location due to flooding at Chastain Horse Park- BBQ EVENT WILL BE AT PIEDMONT PARK CONSERVANCY, MAGNOLIA HALL (Directions Found Below)

When:

July 20, 2010, 5:30 P.M. until 9:00 P.M.

Where:

Piedmont Park Conservancy
Magnolia Hall,
400 Park Avenue
Atlanta, Georgia 30306
(GPS is not available at this address)

Directions:

Piedmont Park Directions

Following is a larger map to the parking lot:

Piedmont Park Parking Map

Please RSVP to stacie.taylor@hawcpa.com

Important Note: Members are welcome to bring guests to the SEHFA BBQ. The guest fee for the BBQ is $40 payable at the door. We ask that the guest reservation be made by the member.

Past Meetings

The Southeastern Hedge Fund Association, Inc. Cordially Invites You to Attend a Feature Presentation with

PROFESSOR VIKAS AGARWAL,
Associate Professor of Finance at Georgia State University’s J. Mack Robinson College of Business

Wed. June 16, 2010
6pm to 8pm
The Buckhead Club
Atlanta, GA

Sponsored by Absolute Fund Administration, LLC

Please RSVP to sehfa@hawcpa.com

November 3, 2009 at Buckhead Club.

Meet the Managers Panel, Featuring Up and Coming Southeastern Hedge Fund Managers

April 21, 2010, 6pm to 8pm, The Buckhead Club, Atlanta, GA

Sponsored by NorthPoint Trading Partners

Please RSVP to sehfa@hawcpa.com

Dear Members and Friends of the Southeastern Hedge Fund Association:

Please plan to join us for our upcoming meeting on November 3, 2009 at Buckhead Club. The meeting will start promptly at 7pm after a brief happy hour from 6pm-7pm.

The speaker for the event is Janet Tavakoli. Janet plans on presenting: Wall Street's Fraud and Solutions for Systemic Peril. Click here for a preview:

www.tavakolistructuredfinance.com

Janet Tavakoli is the president of Tavakoli Structured Finance, a Chicago-cased firm that provides consulting to financial institutions and institutional investors. Ms. Tavakoli has more than 20 years of experience in senior investment banking positions, trading, structuring and marketing structured financial products. She is a former adjunct associate professor of derivatives at the University of Chicago's Graduate School of Business. Author of: Credit Derivatives & Synthetic Structures (1998, 2001), Collateralized Debt Obligations & Structured Finance (2003), Structured Finance & Collateralized Debt Obligations (John Wiley & Sons, September 2008), and Dear Mr. Buffett: What An Investor Learns 1, 269 Miles From Wall Street (Wiley, 2009).

We look forward to seeing everyone at the event.

Members are welcome to bring guests to SEHFA meetings. The guest fee for regular meetings will be $30 and will be credited against dues if the guest becomes a member. We ask that the guest reservation be made by the member. Please make all checks payable to the “Southeastern Hedge Fund Association, Inc.

Please email sehfa@hawcpa.com with any questions and to RSVP for this event.

For more information on Janet Tavakoli:

Watch her interview with Brian Lamb, CEO of C-Span on the causes of the global financials meltdown and how to fix it at http://www.tavakolistructuredfinance.com/CSPAN.html. In this interview Janet takes on topics such as Tim Geithner’s cozy relationship with bailees, Hank Paulson’s role as an interested man, Robert Rubin as an interested man, financial meth labs, incompetence at the SEC, backdoor bailouts, and more.

Watch her interview with Max Keiser by visiting http://www.blip.tv/file/2676587 In this video Tavakoli says the risk of deflationary collapse is greater than in 2007.

DUE TO LARGE NUMBER OF RESERVATIONS FOR THIS EVENT, PLEASE RESPOND AS SOON AS POSSIBLE TO SEHFA@HAWCPA.COM, SO THAT WE CAN BE SURE TO ACCOMMODATE YOUR RESERVATION.

Past SEHFA programs: September 23, 2009, The Buckhead Club

An Evening with Mr. Andy Redleaf, Founding Partner and CEO with Whitebox Advisors

An original founder of the Deephaven Market Neutral Fund and the creator of Whitebox Advisors, Mr. Redleaf brings a refreshing combination of insight, energy and humor to managing a highly successful and creative family of hedge funds; bearing in mind his 30 years experience as an Options Trader. He graduated from Yale University in three years with a BA and MA in Mathematics. He was recognized as the top mathematics student of his graduating year. Mr. Redleaf is a great resource and will share insightful information at the meeting.

We look forward to seeing everyone at the event. Please remember to save this date as more information will be distributed in the near future.

Members are welcome to bring guests to SEHFA meetings. The guest fee for regular meetings will be $30 and will be credited against dues if the guest becomes a member. We ask that the guest reservation be made by the member. Please make all checks payable to the “Southeastern Hedge Fund Association, Inc.

Please email sehfa@hawcpa.com with any questions.

BBQ and Beer 2009--SEHFA’s Annual Summer Party

July 21, 2009, 6:00 PM to 8:00 PM

Chastain Horse Park, Atlanta GA

State of Hedge Funds 2009: A Panel Discussion

Tuesday April 28, 2009

Goizueta Business School, Emory University

A Feature Presentation with Lee Ainslie of Maverick Capital, Ltd.

When: May 8, 2008, 5:30 P.M. until 7:30 P.M.

Where: The Ritz Carlton, Buckhead, Atlanta, Georgia.

Please RSVP to Ksgarner@comcast.net

Jami Miscik, head of Sovereign Risk at Lehman Brothers. The topic: Geopolitical Risks in Today’s World.

Wednesday, March 26, 5:30PM until 8:00

Where: Maggiano's, 3368 Peachtree Rd. Atlanta, GA. No charge for Members, $45.00 for Guests. Please RSVP to ksgarner@comcast.net

Jami Miscik has been the Global Head of Sovereign Risk at Lehman Brothers since June 2005. In this capacity, she leads a team assessing geopolitical and economic risks for the firm and its clients.

Prior to joining Lehman Brothers, Ms. Miscik had a distinguished twenty year career in intelligence, ultimately serving as the Central Intelligence Agency’s Deputy Director for Intelligence from 2002 to 2005. As DDI, she was responsible for all of CIA’s intelligence analysts, the production of all-source analysis, and for determining the contents of the President’s daily intelligence briefing. Ms. Miscik also served as the Director for Intelligence Programs at the National Security Council during the Clinton Administration.

Ms. Miscik received her BA with honors from Pepperdine University in Political Science and Economics, and her MA in International Studies from the University of Denver. She is the recipient of the DCI’s Director’s Medal, the Distinguished Intelligence Medal, the Defense Intelligence Agency Director’s Medal, and has twice received the Intelligence Commendation Medal. Ms. Miscik serves on the boards of the Council on Foreign Relations, the American Ditchley Foundation and the United Nations Association of the United States of America (UNA-USA).

A Feature Presentation with Jeffrey C. Sprecher, Founder, Chairman, and CEO of Intercontinental Exchange (ICE)

February 26, 2008, The Ritz Carlton Buckhead, Atlanta, Georgia

A Feature Presentation with Matthew Rothman, Managing Director and U.S. Head of Quantitative Portfolio Strategies, Lehman Brothers, Inc.

October 23, 2007, The Ritz Carlton Buckhead, Atlanta, Georgia

An Evening of Barbecue and Beer
July 17, 2007, 6:00 P.M. until 8:00 P.M
Chastain Horsepark, Atlanta, Georgia

A Presentation by Phillip Goldstein

Mr. Goldstein is a widely quoted expert on closed-end funds, value investing and corporate governance and, depending on your viewpoint, is either notorious or a hero for suing the SEC to invalidate the rule to register hedge funds.

Ritz Carlton Buckhead, Atlanta, GA

The Globalization of the Fund of Funds Business

January 17th 2007
Location: Ritz Carlton-Buckhead
Time: 6pm

November 15, 2006

A Presentation by John M. Bader, Co-Chairman and CIO of Halcyon Asset Management, LLC, (a $5.5 billion multi-strategy hedge fund manager)

Ritz Carlton Buckhead, Atlanta, GA

July 19, 2006

Chastain Horse Park

"Where to Invest in 2006", a panel presentation by Elizabeth R. Hilpman, CIO, Barlow Partners; Lee Hobson, Founder and Portfolio Manager, HighSide Capital Management; and Peter Lannigan, Senior Managing Director, Harbert Management Corp.

Ritz Carlton Buckhead, Atlanta

The second annual “Bluegrass and BBQ” at Chastain Horse Park.

May 24, 2005

"Toil and Trouble.....are Hedge Funds a Bubble?" by Mark W. Yusko, President & Chief Investment Officer of Morgan Creek Capital Management. Tuesday, May 24, 2005, 6:00 p.m. until 8:00 p.m. at The Ritz Carlton, Buckhead, Atlanta, Georgia. Please RSVP to Kathy Garner at KGarner@thefuncompany.com. ($50 admission fee for non-members of the Southeastern Hedge Fund Association)

About Mark W. Yusko -- President and Chief Investment Officer of Morgan Creek Capital Management. Prior to forming Morgan Creek, Mr. Yusko was President, Chief Investment Officer, and Founder of UNC Management Company, the endowment investment office for the University of North Carolina at Chapel Hill, from 1998 to 2004. Throughout his tenure, he directly oversaw strategic and tactical asset allocation recommendations to the Investment Fund Board, investment manager selection, manager performance evaluation, spending policy management and performance reporting. Until 1998, Mr. Yusko was the Senior Investment Director for the University of Notre Dame Investment Office, where he joined as the Assistant Investment Officer in October of 1993. Mark received his BS, with honors, in Biology and Chemistry from the University of Notre Dame in 1985.

October 27, 2004--

The Southeastern Hedge Fund Association Cordially Invites You to--

"Hedge Fund Regulation-Will the SEC Require Hedge Fund Managers to Register?"If so, what do you need to know about meeting the SEC's compliance requirements.

The SEC has proposed regulations that will require Hedge Fund Managers to register as Investment Advisors. While the final regulations are not yet completed, it would behoove managers to become familiar with the rules, regulations and compliance requirements that an Investment Advisor must follow once registered.

The Southeast Hedge Fund Association has assembled a panel of experts to discuss the likelihood of the enactment of this proposal and the myriad factors involved in meeting the extensive and complex compliance requirements. Many organizations are charging participants thousands of dollars to review these issues. Your membership dues are all you need to hear this one-hour presentation.

October 27, 2004. Place: Ritz Carlton Buckhead; Time: 6:00 until 8:00 PM. Please RSVP to Kathy Garner by phone at 770-978-1230 or e-mail.

July 15, 2004, 6:00 to 8:00 PM.

Please RSVP to Kathy Garner by phone at 770-978-1230 or e-mail.

Past SEHFA Programs

April 20, 2004, 6:00 until 8:00 PM

The Southeastern Hedge Fund Association Cordially Invites You to a Cocktail Reception--

“Hedge Fund Investing: Perspectives From Endowments And Foundations From The Southeastern Region”

The Ritz Carlton Buckhead ($30 admission fee for non-members of the Southeastern Hedge Fund Association)

Please RSVP to Kathy Garner.

Monday, April 5, 2004

The first half of this program will be a “Hedge Fund 101” lecture, back to the basics. The second half is a panel discussion on the different career paths available in the hedge fund industry. Students and others seeking information on careers in the hedge fund industry are welcome to attend. You are invited to take this opportunity to meet local professionals in the Atlanta area. Refreshments will be provided courtesy of the Southeastern Hedge Fund Association.

Please RSVP to Lauren Templeton.

Directions To Goizueta Business School: Goizueta Business School is on the Emory campus at 1300 Clifton Road near the intersection of Clifton and North Decatur Roads. Free parking is available in the Fishburne parking deck, near the southwest corner of the school. Enter the parking deck on the upper level at the top of the hill in front of the business school. Click here for a map to both these facilities.

Wednesday, February 18, 2004

The next meeting of The Southeastern Hedge Fund Association will be held on Wednesday, February 18th, from 6:00 p.m. until 8:00 p.m. This meeting, Hedge Fund Investing Today/An Institutional Perspective, will be presented by Kurt Voldeng, Co-Head of the Alternative Investment Strategies division of Consulting Services Group. Both the Cocktail Reception & Program will be at The Ritz Carlton Buckhead, 3434 Peachtree Road, NE. Atlanta, GA. Please RSVP to Annie Simonson via phone at (770) 978-1230 or by e-mail at Annie Simonson.

Wednesday, October 8, 2003

The next Southeastern Hedge Fund Association event will be on October 8, 2003, at The Ritz Carlton Buckhead, at 6pm. The program will be presented by Kent Fikrig and Guillaume Auvray of Société Générale / Lyxor Asset Management (a subsidiary of Société Générale). The topic will be Structured Products Linked to Hedge Fund Investments, and will include Principle Protected Notes, Leveraged Option / Warrant Products, Certificates, plus Investable Hedge Fund Indices.

Thursday, July 17, 2003

Bluegrass and BBQ
Chastain Horse Park www.chastainhorsepark.org
6:00 - 8:00 p.m.
*** This event is open to all, e.g. members, friends, and family.
Please R.S.V.P. to Becky Alley by July 10th.

Wednesday, April 23, 2003

André F. Perol
George Gund Professor of Finance and Banking
Harvard Business School

6:00 p.m. Cocktails and hors d'oeuvres
7:00 p.m. Presentation

André Perold is the George Gund Professor of Finance and Banking at the Harvard Business School. A member of the faculty since 1979, he received his Bachelor's degree from the University of the Witwatersrand, Johannesburg; and his Masters and Ph.D. degrees in Operations Research from Stanford University. He is the Senior Associate Dean, Director of Faculty Recruiting; and he previously served as Chair of the Finance Faculty and Director of Research.

Professor Perold's research is presently focused on questions relating to risk management and capital allocation within financial firms and hedge funds, implementation costs within investment organizations, and stock market efficiency and liquidity. He has authored numerous articles and case studies, and he is co-author of two books, The Global Financial System: A Functional Perspective and Cases in Financial Engineering: Studies of Applied Financial Innovation.

He teaches courses in investment management and capital markets in the MBA program, and he also teaches in executive education programs at the School and elsewhere, including the AIMR Investment Management Workshop where he has served as Faculty Chairman since 1989. He received the Student Association Award for teaching excellence in 2001 and 2002, and he was voted the School's most outstanding professor in a 1994 Business Week student survey.

Professor Perold is consultant to a number of financial institutions and investment firms, and he has served as a director, trustee and advisory board member of a variety of organizations and large investment pools. His directorships currently include Merrill Lynch mutual funds and Sanlam Limited; and he serves on the advisory boards of UNX, RRE Ventures, The Carlyle Asset Management Group, The Debt Exchange, and BDirect Capital.

The Ritz-Carlton Buckhead
3434 Peachtree Road, N.E.
Atlanta, GA
(404) 237-2700

Thursday, January 23, 2003

Kevin F. Shannon, CPA
Chief Financial Officer
Moore Capital Management, Inc.

6:00 p.m. Cocktails and hors d'oeuvres
7:00 p.m. Presentation

Mr. Shannon is a member of the Board of Directors of Moore Capital Management, Inc. and its Chief Financial Officer. Moore Capital, founded in 1986 by Louis Bacon, was one of the forerunners of the hedge fund industry and is one of its largest macro managers. Mr. Shannon will address current issues facing the hedge fund industry.

Prior to joining Moore Capital Management, Inc. in October 1994, Kevin was Chief Financial Officer of Argonaut Capital Management Corporation as well as Managing Director and Limited Partner. Prior to Argonaut, Mr. Shannon was associated with Lehman Brothers where he was Senior Vice President and the Chief Financial Officer of Lehman's derivative products subsidiary from 1990 - 1993 and Director of Firm Trading Accounting and Controls from 1984 - 1990. He was also a Senior Audit Manager in the Financial Services Sector of Peat, Marwick, Mitchell & Co. from 1977 - 1984 and served a two-year tenure as a part time adjunct lecturer at Baruch College, City University of New York, Department of Accounting from 1985 - 1987.

Mr. Shannon received his BS degree Magna Cum Laude from New York University and an MBA degree summa cum laude from Fairleigh Dickinson University. Mr. Shannon resides in Saddle River, New Jersey with his wife and three children.

Guest Policy: Members are welcome to bring guests to SEHFA meetings. We ask that the guest reservation be made by the member and further, for the purpose of encouraging membership, each guest be limited to one meeting per year. Guest fee: $30.

The Ritz Carlton Buckhead
3434 Peachtree Road, N.E.
Atlanta, GA
(404) 237-2700

Thursday, October 17, 2002

Kenneth S. Gerstein
Schulte Roth & Zabel

6 - 8 pm

Ritz Carlton Buckhead
Atlanta, GA

August 1, 2002

Bluegrass and BBQ

6 - 8 pm

Chastain Horse Park
Atlanta, GA

Wednesday May 22, 2002

Program Speaker: John Kelly, MAN Investment Products Incorporated

MAN Investment Products is a division of MAN Group Plc. a London based public company which is included in the FTSE 100 Index. MAN is a leader in the alternative investments business with over billion in assets under management. The company has been innovative in developing principal - guaranteed hedge fund products for the market and developing a market for hedge funds by providing core assets to enable new funds to achieve economic profitability. In general, our speaker should provide a global perspective on the hedge fund industry since MAN generates 43% and 34% of its revenues from Europe and Asia, respectively. Mr. Kelly is the senior executive with MAN in the USA having recently moved to Chicago from London. MAN also owns Glenwood Associates a .5 billion fund of funds business located Chicago. This should be unique opportunity for SEHFA members to hear from global industry participants.

Mr. Kelly is the President and Chief Executive Officer of Man Investment Products Inc., which positions he has held since December 2001. Mr. Kelly is a Director of the Man Investment Products division of Man Group plc.

Mr. Kelly graduated from Southampton College of Technology and then went on to work for various industrial companies, attaining general manager and directorship positions. In 1978, he joined a business consultancy service specializing in investment, finance and aviation in the Gulf Region. In 1987, he joined the Man Group of companies as a Regional Manager in Bahrain where he was responsible for negotiations, corporate finance and marketing support for specialist financial products promoted jointly with major institutions in the region.

In 1991, he became the Sales and Marketing Director of Man Investment Products Limited and was responsible for managing sales and marketing globally until he moved to Chicago in September 2001 to establish Man's presence in the United States.

($30 admission fee for non-members of the Southeastern Hedge Fund Association)

6:00 PM - 8:00 PM
Doubletree Hotel (In Tower Place)
3342 Peachtree Road, (In Tower Place)
Atlanta, GA 30326

May 2, 2002

Program Speaker: Dr. Howard M. Schilit, CPA

The program will be presented by Dr. Howard Schilit, author of Financial Shenanigans: How to Detect Accounting Gimmicks & Fraud in Financial Reports and advisor to 3,700 professionals at over 470 institutional investment firms. Dr. Schilit's research organization, Center for Financial Research and Analysis ("CFRA"), alerts institutional investors and others of companies with deteriorating operational cash flows, aggressive accounting policies, and inadequate control environments. Dr. Schilit frequently lectures on the subject of financial shenanigans to investors, bankers, lawyers, and insurers. He is often quoted in the financial press and media. A featured article in Business Week referred to him as the "Sherlock Holmes of Accounting." He earned his Ph.D. in accounting from the University of Maryland.

6:00 PM - 8:00 PM
Doubletree Hotel (In Tower Place)
3342 Peachtree Road,
Atlanta, GA 30326

April 2, 2002

Program: Weiss, Peck & Greer, LLC "The Marketing Advantages of Partnering with a Family of Hedge Funds Organization

The program will be presented by Weiss, Peck & Greer, LLC. Weiss, Peck & Greer (WPG) is a leading national investment management firm. Formed in 1970, WPG provides a full spectrum of investment products B equity, fixed income, and alternative investments -- to pension funds, corporations, insurance companies, multiple employer accounts, family groups funds, endowments and foundations.

6:00 PM - 8:00 PM
The Doubletree Hotel
3342 Peachtree Road, NW
Atlanta, GA 30326

February 27, 2002

Speaker: Mike Masters of Masters Capital Management