Hedge Fund Management Training Program
Come to the home of Yale's endowment
Rethink best practices in hedge fund management
Build a global network and perspective
Time and Location
September 10 – 24, 2016
Yale School of Management
New Haven, CT 06511 USA
Registration and Fees
Contact Ms. Xiuling Li (info provided below) to register for the program or for further inquiry.
Ms. Xiuling Li
Managing Director, Asia Programs, Yale School of Management
The investment for this program is $33,000 (includes meals and lodging).
A 15% discount is offered for group of 4 or more from the same company.
East meets West in this two-week hedge fund-specific training program, uniquely designed to bring together hedge fund executives from the United States, China, and other countries.
The ideal participant is someone in the capacity of CEO, partner, fund manager, research director or managing director, with at least 5 years of professional experience, and who currently manages assets of at least 200 million RMB.
Beyond the classroom, a rich set of extracurricular activities will also be available to course participants, providing the opportunity to make professional connections and unwind after full days of study. Activities may include local cultural events, a private sightseeing cruise of the Thimble Islands aboard the Sea Mist, wine tasting, and cocktail parties.
Week One – Core Strategies
- Hedge Fund Fundamentals
- Operations and Management
- Risk Management
Week Two – Advanced Strategy and Site Visits
- Leadership and Human Resources
- Behavioral Finance and “Animal Spirit”
- Portfolio Management, Financial Instruments and Contracts, Financial Reporting
- Private Equity
- Site Visits to Investment Firms
The language of the event will be English, with Chinese simultaneous interpretation provided throughout the program.
Prof. Frank Zhang
Tenured accounting professor at Yale, hedge fund investment research and development expert who also develops hedge fund stock investment strategies for top hedge fund management companies including Allianz Global Investors, Goldman Sachs, Citadel, and BlueCrest Capital
Prof. Stephen Roach
Senior Fellow at Yale University’s Jackson Institute for Global Affairs and a Senior Lecturer at Yale’s School of Management
Formerly Chairman of Morgan Stanley Asia and the firm’s Chief Economis
Prof. William N. Goetzmann
Edwin J. Beinecke Professor of Finance and Management Studies & Director of the International Center for Finance