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Hedge Fund Fundamentals for Higher Financial Altitude

Overview

Hedge funds are one of the fastest-growing professions, with assets under management increasing almost six-fold since the late 1990s. Despite this popularity, there are still many finance professionals who are uncertain about the mechanics of this industry. 

The Henley Executive Hedge Fund Program presents all the management knowledge necessary to run a leveraged investment company. Filled with in-depth insights and expert advice, this program is an executive-level educational program for those who are exploring the launch of alternative investment strategies or moving into the hedge fund industry for the first time.

Starting Your Career In Hedge Funds

Starting your career in the hedge fund industry is not that easy. And one question that might strike you before registering with any hedge fund training school is the question, “Does this cover what I really need to know?” Thriving in the hedge fund industry requires a wide range of knowledge that will prepare you to tackle multiple complex problems. Managing the implementation of risk controls, growing assets, hiring and managing staff, implementing technology, and running the organization as a profitable business, while also producing positive performance, are just some of the challenging goals.

And that is the reason why hedge funds training is vital. Starting a hedge fund or taking a management role without having appropriate training is a disaster waiting to happen.

Study The Industry

 

  • Training and programs

Our hedge fund certification courses are the beginning of the journey. Take this introductory course to get a high-level understanding of everything you will need to know. This course is certified by IPI.  For those with more experience in the industry, our Hedge fund certification program allows individuals to learn both the fundamental aspects of managing the business and also the latest information and trends about the hedge fund industry. In addition, the practical wisdom of industry practitioners makes this course extremely beneficial to both students and alumni. Interactive webinars are available throughout the program and afterward to enhance your learning experience. This management program is certified by Henley Business School.

  • Get the certification

What comes after training and programs? It’s all about certification! Our Hedge fund professional certification is different from other training courses. How exactly? There are various programs that help you understand hedge fund strategies, asset allocation, trading and other technical areas of this industry; however, what they lack is practical details of how a hedge fund operates. The Henley Hedge Fund Program teaches you all aspects and functions of running a fund. Upon successful completion of the program, you will receive a Certificate of Completion from Henley Business School, one of an elite group of business schools to be triple-accredited for the quality and capability of their faculty and output.

Polish Your Credentials and Network

The Henley Executive Hedge Fund Program allows financial experts to polish their credentials, and to tap into the extensive industry network. 

Once you have become more knowledgeable about what the industry is and how funds work, as a fund founder it provides an excellent start for you to build your business plan and go out and attract investors. The wider your understanding, the better qualified and more attractive you’ll be.

The Bottom Line

Inflection Point Intelligence offers quality education, and attending the Henley Executive Hedge Fund Program can help you make valuable connections with individuals who may have significant industry positions or capital. Taking top tier training and joining the network is your best starting point.

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Hedge Fund Training Courses by IPI

Overview

The hedge fund industry is often viewed as a mysterious and elite world where the only careers are for the best traders and money managers. But in reality there is an entire ecosystem of job functions which are necessary to make the fund run. These functions include operations, legal, accounting, technology, sales and other roles, and so professionals in all these areas can find careers within the hedge funds industry. However, to do that, it is essential to learn the basics of what a Hedge Fund is and how it works. 

Inflection Point Intelligence (IPI) offers a variety of online courses to fit your learning needs. Our hedge fund courses help build the expertise of the next generation of managers and their industry counterparties. They provide participants with a unique opportunity to learn how hedge funds work and what functions are necessary to make them successful. The career advice course helps you to boost your career either by finding a new job or by creating your own role!

hedge fund training

Our introductory hedge funds course 

  • How Does a Hedge Fund Really Work?

After working with numerous start-up and small hedge funds, we have put that knowledge into this introductory-level course which guarantees that any beginner or experienced individual gets a rounded understanding of how hedge funds operate. There are various courses out there that help individuals to learn about hedge fund strategies, trading, and portfolio management. However, they don’t cover how the fund actually works. In this introductory hedge fund education, you will have the opportunity to learn and understand how a hedge fund is structured, popular strategies to be applied, what infrastructure is needed, who does what, and what can go wrong in this industry.

Course Curriculum

  • Characteristics of a Hedge Fund
  • Structure of a Hedge Fund
  • Popular Hedge Fund Strategies
  • Who Invests in Hedge Funds?
  • The Hedge Fund Ecosystem
  • Who Does What in a Hedge Fund?
  • Typical Technology Architecture
  • What Can Go Wrong?

Our career advice course 

  • How to Boost Your Career in Finance

Are you looking for a great career opportunity in the finance industry? Don’t know what to do next with the skills you have? Start building your edge against competitors and be at the top of your game. With this 90-minute online course, you can expand your horizons in the finance world. The best thing about this course is that it doesn’t only teach you how to find that perfect job. How to Boost Your Career in Finance Hedge fund course also teaches you to be open to building business models and using Linkedin to grow your network. Know more by registering today!

Course Curriculum

  • How to find a job
  • How to create a job
  • How to create a company
  • What to do if you’re in between jobs 
  • How to use LinkedIn offensively and defensively

Our flagship hedge fund management course 

  •  The Henley Executive Hedge Fund Program

The Henley Executive Hedge Fund Program is delivered by leading industry professionals in collaboration with Henley Business School of the UK. The Henley Executive Hedge Fund Program by IPI is an intense and rewarding experience, which gives new fund managers and current professionals a head start on understanding their environment.. It’s challenging, stimulating and a tremendous opportunity to join a network of industry participants. This hedge fund courses online provides extensive knowledge to professionals who are looking for a comprehensive understanding of Hedge Fund set-up and management. The course includes a 17-module core curriculum taught by industry professionals and experts. What’s more exciting is that it also includes regular live elective webinar sessions and networking events throughout the year.

Course Curriculum

  • Overview of the Hedge Funds Industry
  • Structuring and Set-up
  • Capital Raising and Investor Relations
  • Portfolio Management
  • Portfolio Risk Management
  • Markets & Trading
  • Prime Brokerage Services
  • Business Management and Fund Administration
  • Operations and Technology
  • Operational Risk Management and ODD
  • Legal (Onshore and Offshore)
  • Tax, Audit, and Accounting
  • Ethics
  • Compliance
  • Governance
  • Human Resources
  • PitchBook Formation

Start Your Course Today!

Whether you are starting out in your career, interested in expanding your horizons, or ready to understand the management of a fund and to network with like-minded professionals, these courses will be a great help! Sign up today!

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You Don’t Know What You Don’t Know – Part 2

woman-working-desk-knowing-what-she-did

A Q&A with own Anna Stephenson was recently featured in HFM’s Special Reports on How To Start a Hedge Fund in Asia and Europe. 

As in our last blog post, Anna covered some of the critical issues that new hedge fund managers have to contend with when setting up a new fund.

In addition to the items that we covered last time, here are two more things that you might not know you don’t know!

1. Do you know how to select a service provider?

You might think that the right thing to do as you start is to select the cheapest provider who seems to offer what you want. But this can be a short-term solution that creates a long-term problem… Make sure you know what you need and write it down. Ensure the service providers you look at (not too few and not too many) can already offer that functionality in your markets. And when you do look at the price, make sure you’re comparing all the costs – there may be hidden extras, for example, for additional connectivity, and you need to flush those out upfront so that you can compare like with like.

You Don’t Know What You Don’t Know

2. Do you understand what happens “after the trade”?

You might be a portfolio manager or trader who has spent their career specializing in the front office and left the next steps to others. But in a small team, the more understanding everyone has of the roles that others are performing; the more resilient the team will be – you will need to cover for each other, pitch in to help out, and foster a healthy respect for everyone’s contribution. And the more educated you are, the better business decisions you’ll make for your firm as a whole.

One of the benefits of taking the Henley Executive Hedge Fund Program is the access students, and alumni get to the practical wisdom of industry practitioners. Even if you don’t know, they do! In our next blog post, we’ll feature some experienced professionals who have contributed to our popular webinar-based Speaker Series…

You can read the HFM feature here.

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You Don’t Know What You Don’t Know

hedge fund

Starting a Hedge Fund is Easy…Not

Are you thinking of starting a hedge fund? Many people think it’s simply a matter of
having a good portfolio management strategy, finding someone rich to invest in you,
getting a Bloomberg terminal, and getting on with it…

The reality is – you’re an Entrepreneur

A hedge fund is a regulated pooled investment vehicle, which generally includes at least
two companies – one onshore in the location where you live, and one offshore in a
place like the Cayman Islands. You will have a responsibility to manage both of those
legal entities, to a professional standard. Being an entrepreneur means you’re in charge
of everything, and that means everything.
You Don’t Know What You Don’t Know

Four Things You May Not Have Thought Of

1. Budgeting

Do you know how to put a budget together for the first three years? Do
you understand all of the costs you will need to pay, including two sets of lawyers,
two accountants, two auditors, market data feeds, multiple types of insurance? Can
you model the sources of your revenue, and its timing? Do you know how to do
cash-flow forecasting, to ensure you don’t go under through lack of available cash?

2. Technology

Do you know your EMS from your OMS from your PMS? Do you
understand the requirements to have an IBOR or proof of Best Execution? How
about the data feed you need to ensure that you don’t miss corporate actions
impacting your holdings? And can you reconcile automatically to your Prime Broker,
Fund Administrator and/or Depositary?

3. Human Resources

Have you ever run a team before? How will you manage to hire
the right people for your company? From the analysts to the operations staff, do you
understand how to manage and motivate them? How about your legal labour law
obligations, like pension contributions, workplace insurance, and sexual harassment
training?

4. Investor Relations

Are you planning to take money from anyone who offers it to you? How do you know that
you are not helping them to do money laundering? Do you know how to file a suspicious
activity report, or when you should do so? What will you do if one of your investors dies?
The Henley Executive Hedge Fund Programme features industry specialists covering
the practical topics you need to know in order to have the best chance of making it in the
hedge funds industry.

Sign up now!

Learn From Experience
and let us help you to achieve your goals.
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Career Opportunities From Hedge Fund Courses

hedge fund courses

The Henley Executive Hedge Fund Program by IPI

Henley Business School was founded in 1945, the first business school in the United Kingdom. It stands among the elite group of business schools to be triple-accredited for the quality and capability of its faculty and output.

Given its reputation, IPI partnered with Henley Business School to create a hedge fund course covering all aspects of hedge fund management, with a Certificate of Completion from the Business School for all successful students.

The hedge fund certificate program combines online learning with multiple networking opportunities. The purpose of the Henley Executive Hedge Fund Programme is to help in building the expertise of the next generation of hedge fund managers and their counterparties. Those counterparties include employees at all kinds of service providers, from accountants to administrators, lawyers to technologists, and many others. It provides participants with educational content and also networking opportunities with other students, teachers, and leading professionals in the fund industry.

 Career Benefits of the Hedge Fund course

The Hedge Fund program offers a wide array of benefits for those individuals who are looking to start a hedge fund career. Or if you are looking to boost your career in finance, it can help you too. Check out the most important benefits you can acquire with our Henley Executive Hedge Fund Programme:

  1. This course features practical knowledge. Our program is not taught by academics. The lectures are given by industry professionals. That means you know you are getting real, practical advice from people who have actually done the job. And you know you are getting up-to-date information from the industry, not just theory.
  2. The course is available anytime, anywhere.

Other hedge fund courses are often time-boxed – you need to be in a classroom or online at set times. This program is 100% online and you can watch the lectures and the webinars whenever you want.

  1. Connect with people in the hedge fund industry.

As our founder, Steve Bernstein likes to say – “When you finish the hedge fund course, that’s only the beginning”. Throughout the program, you will be put in touch with other students and will have the chance to connect with teachers, speakers, the team at IPI, and alumni from all over the world. The connections that you can make in the hedge fund industry are invaluable. Many of our alumni have boosted their hedge fund careers through the network they have joined.

Target Audience for this course

Who will benefit from taking the program? Many different types of people find the program valuable – here are some of them:

  • Finance students: Finance students who want to pursue a career related to hedge funds will find this is the right course track. This comprehensive course will help you, especially if you are now graduating or pursuing a postgraduate course. Consider taking up a hedge fund course, and widen the opportunities waiting for you.
  • Fund managers:  If you’re thinking of starting a hedge fund, you cannot afford not to take this training! The program will take you through all aspects of starting and running the fund, and make you aware of all the things you didn’t know you didn’t know!
  • Finance professionals: For those individuals who are already in the field of finance – if you’re looking to move from the sell-side to the buy-side, this is a great way to kick-start your understanding and to make valuable connections. Or if you’re working in a service provider, it’s a perfect way to understand your clients better and identify more business opportunities.
  • Hedge fund professionals: if you’re already working in a hedge fund, you will already know some part of how it works. Take this course to acquire a fuller understanding and boost your career chances.
  • And finally, Investors: if you are a Pension Fund Trustee, a Family Office, or a UHNW investor and you’re investing in hedge funds, you really need to understand what you are getting into. Take this program to expand your understanding and improve your Operational Due Diligence.

Apply now!

Learn From Experience and let us help you to achieve your goal

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The Right Move In Choosing A Finance Career

choosing a finance career

Close-up of businessman explaining a financial plan to colleagues at a meeting

Are you stuck trying to decide what best finance career is for you? How much do you know about yourself? Unfortunately, some people end up choosing the wrong job and frustrate themselves for not achieving the success they long for. Being stuck on the wrong path can not only damage your professional career, but it can also harm the life you wanted too. This is why knowing the right move for you is essential. But of course, the question is – how do you choose the right career? 

 

There are countless factors you should take into account when choosing the career you want. It’s the same as when you enroll in college – if your parents decide the course, it often ends up being the wrong direction. It’s better to consider many factors – you should align it to what you are good at, what your passions are, what type of field you want to work in, how you want to contribute to society etc.

 

Today, if you feel you’re on the wrong path, you still have the power to change to something better! Don’t worry – we are here to help you with our hedge fund online courses, Boost Your Career in Finance, and other courses related to finance. Additionally, the following are some essential guidelines that you should consider in finding the right career path for you:

Discover Your Personality Type

Different people have different personalities, for example, you could be an introvert, or you could be an extrovert. Knowing your personality type can help you find out what kind of work environment might suit you best. According to the Myers-Briggs personality types, for example, INTPs are logical, adaptable, and analytical, which does them well for financial analyst jobs. 

 

If you think your personality might be suited to roles in finance, you could try our hedge fund courses online. And if you need to develop your networking skills, our hedge fund management course focuses on networking as well as knowledge. If you know what your advantages are and work on targeted skill development, then you are more likely to find the right role for you. 

Know Your Strengths

One of the fundamental considerations is to know your strengths. Every one of us has some advantages and some weaknesses. It’s a much better use of your time to focus on your strengths. Ideally, you want to find something that you feel passionate about and also are good at doing. 

 

Create a list of skills that you have and then pick the most vital skills from that list and try to find roles that match. If you’d like to work in a finance-related role, enroll in an online finance course that plays to your strengths. Upon completing one of our programs, you will receive a Certificate of Completion, either from Inflection Point Intelligence or from Henley Business School.

Seek Advice from Others

Before diving into something or before taking up a course, you should also consider advice from your family, friends, or anyone important to you. If you know someone who’s already in the field you want, you can seek help and ask about their experiences, and gather relevant information about different roles and companies. Fortunately, when you enroll in our finance and hedge fund courses online,we have experts in various fields who are involved in the programs. Our “Boost Your Career in Finance course is presented by Steve Bernstein and contains a wealth of advice from a seasoned industry professional.

Take a Career Test

If you are still confused about deciding which career is right for you, you can also take a career test. On the internet, you’ll find many difficulties that you can complete within a few minutes and which are often free. The career test typically presents questions that you need to answer within a given time-frame. The questions aim to assess your skills and strengths and then suggest a career that is a good match. 

Enroll Now!

Now that you know what considerations you need to include in finding the right career for you take some action. Here at Inflection Point Intelligence, our list of online education offerings allow students to learn where and when they want, and at their own pace. We have our hedge fund courses online and practical courses taught by experienced industry professionals. Please sign up, or call us, and we will work with you to tailor the right solution for you.

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How Hedge Fund Program Graduate Gaurav Gupta moved from the Sell side to the Buy side

Q: What is your current role? Can you describe your working experience on the sell-side before making the jump?

G: I am currently working at a Global Equities L/S Fund, primarily as a Trader covering the US and European markets. My responsibilities also include optimal margin usage and FX hedging of the fund’s portfolio positions. On the Sell-side, I worked with Deutsche Bank as a Funding Trader where I learnt about the Prime Brokerage business.

Q: How did you make that jump to the Buy-side, and what did you find most challenging in your Buy-side job search?

G: During my tenor on the Sell-side, I was fortunate to have been involved in two of the most important aspects involved in a Hedge Fund – Research and Cash/ Liquidity management. While I was working in my funding role at DB, I started to read up about the investment strategies used by successful fund managers. While I was doing this, I came across the Henley Executive Hedge Fund Program which I will talk about later.

There are a few challenges to get into the Buy-side:

  • The teams are very small. Performance is critical to keep one’s job. The culture to “continuously improve and deliver” forms the basis of most funds and the fund managers want to see someone who can add value from day one. With no relevant experience in the industry, it becomes very difficult to get into a hedge fund.
  • Even though Recruitment agencies are helping to make an introduction to the Hedge Fund Program, the Hedge Fund managers generally go through their own networks, a) to have a trustworthy candidate as he/she comes from a known reference, and b) to save the recruitment commissions. This is where my own network and network from the Henley course helped me tremendously.

Q: How do you think the Henley Executive Fund Program assisted your jump from the Sell-side to the Buy-side?

G: I joined the program so that I could learn what a potential Hedge Fund employer would need. The program was very detailed in aspects like Portfolio Management, Risk Management, Prime Brokerage, Risk Controls etc and delivered by passionate industry experts.

Furthermore, I got opportunities to meet various Fund Managers through the networking sessions organized as part of the hedge fund program and separately through my classmates and program administrators. This was as important as the learning sessions as I was able to speak to some fund managers and industry experts who were able to introduce me to some of their connections and it went on till I found my job.

I was also able to speak to the founders, Steve Bernstein and Anna Stephenson throughout my search. They gave me valuable advice at various points and tried to steer me on the right path and this is something I appreciate immensely.

Q: How much do educational credentials matter on the Buy-side?

G: From my experience, education credentials do matter on the Buy side. If you are from a renowned university or a B-school, it definitely helps as a hygiene factor.

Q: Can you evaluate the effectiveness of the Program based on content, delivery etc.?

G: The program was effective from the very fact that the content was delivered by professionals actually working in the hedge fund industry. The content was full of real-life stories – successful as well as unsuccessful. It was up to the candidate to pick up the modules they were interested in and dig deeper into the details. The candidates had access to the experts and could ask questions from a practical point of view. My class was made up of people with diverse backgrounds and nationalities – specialities including portfolio management, trading, legal, compliance, technology etc. were all represented and my fellow students were from Hong Kong, China, India, the US, Taiwan and the UK.

Q: Can you suggest some concrete advice on how to switch from the Sell-side to the Buy-side? 

G: Be truthful to yourself and recognize your strengths. Work on those strengths so that you can use them from day one in a fund. Do not say something you do not know. Hedge Fund managers are very smart and are able to see through it. See if you can quantify the benefit you can potentially bring to the fund.  You also have to build your own network and Henley Hedge Fund Program helped me in achieving that industry network.

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