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Welcome to the Hedge
Funds Club
An adventure into the world of hedge funds and money management, for
the children of
Very High Net Worth Individuals
Hedge Funds, Alternative Investments, Money Management, Risk
Management.
You
definitely understand this environment.
You have created
wealth, you have become a very high net worth individual.
You
have net financial assets of
at least US$20
million
excluding your primary residence and consumables. You definitely like
hedge funds and alternative investments.
You
know how difficult it is to make money, and how easy it is to lose
whatever you have. And, you worry about the people you love, your
children.
An unprecedented
amount of wealth will be passed on to a new generation.
You spend a lot of time and energy managing your money, and even if
you have the time and energy to educate your children yourself, it is
very difficult. You have understood that it is almost impossible for
parents to educate their own children.
There are some classes around the world for the children of the very
high net worth individuals. Some of these classes are good, but there
are at least 3 important problems:
A. No confidentiality. You may become a
case study.
B. The class is for the "average child of the
high net worth individuals". Not for your child. You have no
way to influence the content of the course. Your family values may be
very different from the values of the other families and the
instructors.
C. You have to send your child somewhere
for this class, and you don't like this idea.
We have a different approach: We believe
in One-on-One Training. We know that you
are unique, your values are unique, your portfolio and investments are
unique, your children are unique. Customized, individualized, and
hands-on, one-on-one training is ideal for your children. You will
choose the modules that are suitable for them.
We will sign a confidentiality agreement and nobody will learn from us
something about your business or your family. You will neither become
a case study nor a report.

George Lekatis is the general manager of Compliance LLC, a leading
provider of risk and compliance training and consulting in 36
countries. George will be responsible for this program. He has an
exceptional record and a unique ability to explain difficult things in
a way that is interesting and funny. He
will undertake only 3 children, that will inherit assets from
their families that
worth more than
US$100 million.
George is Mathematician, IT and Risk expert, hedge funds consultant,
and holds numerous certifications. He is known for his
regulatory
arbitrage strategy (using Basel ii and the 8th Company Law Directive of
the EU for arbitrage). He is an internationally acclaimed trainer and consultant, and
has more than 17,000 hours of teaching experience, leading classes
from the States to the Cayman Islands, to Bermuda, to London, to
Dubai, to Singapore. He has demonstrated exceptional presentation and
communication skills.
We have only 3 other trainers and consultants
that have the knowledge and experience to work with children having
the needs described above. We will not
work for families that have the intention to
inherit assets that worth less than
US$20 million.
What we offer
1.
One-on-One Initial Training,
4 days at your home or a venue of your choice around the world.
2. Challenges for Young Investors. 25 challenges per year
3. Two days training after 6 months
Participants
will range in age
from 12 to 19
More
details
1.
One-on-One Initial Training,
4 days at your home or a venue of your choice around the world.
Step 1:
Designing the Course
-
Confidentiality
Agreement
-
Assessment of
family
needs
-
Assessment of
individual
needs
-
Learning objectives: We will discuss with the family and determine
what is needed
-
Person analysis.
An assessment of the child. Strengths and weaknesses.
-
The family’s values and legacy
Some
modules
-
Learning about business
and entrepreneurship
-
Leadership and
decision making
-
Managing Money
-
Managing People
Investments: Risks and Opportunities
Investment principles and strategies
From Mutual Funds to Hedge Funds
The Risks in every Opportunity
The Compliance with Laws and
Regulations
Principles for
long-lasting family wealth
How to communicate effectively
Understanding motivation
Principles of effective negotiation
Credit
and debt management. The risks
The importance of
cash
flow
Wealth
comes with responsibilities
Today’s financially
sophisticated world
Analysis of stocks using Internet tools
Goal
setting
Working with advisors, lawyers, accountants and professionals from
your family office
Owning property around the world
Step 2: Delivering the Course
4 days
One-on-One Training
at your home or a venue of your choice around the world. We will do
our best to make the course funny, interesting
and challenging. We will use:
-
Case studies
-
Simulations
-
Role-playing
Step 3:Evaluating the Course
Evaluation from the instructor.
Presentation to the family: The strengths and the weaknesses of the
student. What is recommended.
2. Challenges for Young Investors
25 challenges per year

We will be in touch with our students
every two weeks
We will discuss hedge fund
strategies, risks and opportunities. We will learn to investigate, to
use fundamentals and technical analysis, and
make decisions.
Each student will choose stocks and
securities, building a virtual portfolio.
He/she will take advantage of products like
spread betting and contracts for differences.
We will discuss current opportunities
from the London Stock Exchange. We will
evaluate our decisions every two weeks and we will learn
from our mistakes.
We will also learn how hedge fund
managers sell short and use leverage, in
order to exploit opportunities. We will analyze the risks involved.
We will make investments
interesting, funny, challenging. We will start from what young people
like - to win - and we will travel with them through a magic virtual
world full of risks and opportunities.
3. Two days training after 6 months

We will travel to meet our students for two
days. We will discuss about the differences in the global
financial environment after 6 months, the new risks and the new
opportunities.
Our main learning objective: To explain
to the students that "losers in every
opportunity see a problem, winners in every problem see an
opportunity". The need to be flexible. The need to have
written goals. The need to learn, evaluate, make informed decisions.
The cost
The cost for the first year is
US$
45,000 per student.
Everything is included in this price: Travel to your venue
anywhere in the world, expenses, tax etc.
We will design,
deliver and evaluate the 2 courses (4 and 2 days). We will design,
deliver and evaluate the 25 challenges. We will keep in touch with
your children every 15 days with new challenges.
The cost for the second year is
US$ 40,000
per student.
We will design,
deliver and evaluate 2 more courses (4 and 2 days). We will design,
deliver and evaluate 25 more challenges. We will tailor our training
to the needs of the children, and we will use the experience of the
previous year to have even more success.
What if you have 2 or more children from the same family? Can
we have a small class for these children?
No. We will design
a different course for each student.
Every child is unique,
and has unique needs and character. For more children from the same
family, we will insist on our core
principle:
One-on-One Training
For
the second, third etc. child from the same family, you will have 20%
discount.
Contact Us
You may contact:
George Lekatis
General Manager, Compliance LLC
1200 G Street NW Suite 800
Washington DC DC 20005 USA
Tel: +1 (202) 449-9750
Email:lekatis@compliance-llc.com
Lyn Spooner
Marketing Manager, Compliance LLC
1220 N. Market Street Suite 804
Wilmington DE 19801 USA
Tel: +1 (302) 342-8828
Email:
lyn@compliance-llc.com
About Compliance LLC (the owner of the Hedge Funds Club)
Compliance LLC is a leading provider of risk and compliance
training, executive coaching and consulting in 36 countries (www.compliance-llc.com)
Compliance LLC, Areas of expertise:
• Training and consulting for Hedge Funds, Alternative Investments
and Structured Products
• Hedge Funds Strategies
• The Basel ii Capital Accord
• The European Sarbanes Oxley (8th Company Law Directive, E-SOX)
• The Japanese Sarbanes Oxley (Financial Instruments and Exchange
Law)
• The European Union's Financial Services Action Plan (FSAP)
• The Solvency ii and Reinsurance Directives of the EU.
Clients and Testimonials
http://www.compliance-llc.com/ClientsTestimonials.htm
Our training catalog:
http://www.compliance-llc.com/1_Compliance_Training_Catalog.pdf
Download our Brochure
Download Our Proposal
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