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Welcome to the
Hedge Funds Club World
from the
International Association of Hedge Funds
Professionals (IAHFP)
An adventure into the world of investments, hedge funds and money
management, for the children of
Very High Net Worth Individuals
Investments, 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
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 understand 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.
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, and each of your children
is unique.
Customized,
individualized, and hands-on, one-on-one training is ideal for your
children. You
can 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 leads the team
that undertakes children that will inherit assets from their
families that worth more than
US$20 million.
George is Mathematician, IT and Risk expert,
hedge funds consultant, and holds numerous certifications. He is well
known for his regulatory arbitrage strategy
for hedge funds (using Basel ii, Solvency
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.
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
Challenges for children that must not only learn
how to make investment decisions, but must also love to investigate
and invest
We have developed challenges that
make investments interesting and funny. We will start from
what young people like - to win - and we will travel with them through
a magic world full of investment decisions, virtual portfolios,
stories, risks and
opportunities.
We will discuss
investment strategies, risks and opportunities. We will learn to
investigate, to use fundamentals and technical analysis, and
make decisions. Yes, young investors can enjoy
these opportunities for exploration.
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 fund managers sell short and use leverage,
in order to exploit opportunities. We will analyze the risks involved.
Step 1:
Designing the Challenges
-
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.
Targets.
-
The family’s
values and legacy
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.
Step 2: Delivering the first 5 Challenges
We will do our
best to make the challenges funny and
interesting.
What we
offer:
1. The official books we use in our
instructor-led classes
2. The 5 Challenges we have designed for the young investor in Step
1
3. Unlimited number of emails. We
will answer all questions from the young investor
4. Online Exams. Each young
investor must pass one exam that covers the first 5 challenges. Failing is a learning experience! In
case we have a failure, we will see why, and we will try again.
There is no extra cost.
5. The correct answers of the exam
and the explanations
We will be in touch
with our students every two weeks with a new
challenge. We will answer all questions.
The Cost of Part A (Step 1 and Step 2)
US$ 2,450
Step 3: Delivering the next 15 Challenges
We will do our
best to make the challenges funny and
interesting.
What we
offer:
1. The official books we use in our
instructor-led classes
2. The 15 Challenges we have designed for the young investor in Step
1 (updated after the results we have at Step 2)
3. Unlimited number of emails. We
will answer all questions from the young investor
4. Online Exams.
Each young investor must pass one
exam that covers the 15 challenges.
Failing is a learning experience! In case we have a failure, we will
see why and we will try again at no extra cost.
5. The correct answers of the exam
and the explanations
The Cost of Part B (Step 3)
US$ 2,450
Step 4: Delivering the next 5 Challenges
We will do our
best to make the challenges funny and
interesting.
What we
offer:
1. The official books we use in our
instructor-led classes
2. The 5 Challenges we have designed for the young investor in Step
1 (updated after the results we have at Step 2 and Step 3)
3. Unlimited number of emails. We
will answer all questions from the young investor
4. Online Exams. Each young
investor must pass one exam that covers the 5 challenges. Failing is
a learning experience! In case we have a failure, we will see why
and we will try again at no extra cost.
5. The correct answers of the exam
and the explanations
Step 5: Evaluating the Course
Evaluation from the instructor.
A report to the family: The
strengths and the weaknesses of the student. What is recommended.
Step 6: Certificate, Membership and Updates
1. After succeeding in all the
above exams, the young investors will receive at his home a mail
with his/her
Certificate printed in full color.
2. Monthly updates via email. Young
investors must continue to learn every month. Things change!
3. Membership to the
International Association of Hedge Funds
Professionals (IAHFP) to start understanding the world of hedge
fund managers.
The Cost of Part C (Step 4, 5 and
6)
US$ 2,450
For
the second and third level you will have 20%
discount.
For
the second, third etc. child from the same family, you will have 20%
discount.
Contact Us
You may contact:
George Lekatis
President of the International Association of Hedge Funds
Professionals (IAHFP)
General Manager and Chief Compliance Consultant, Compliance LLC
1200 G Street NW Suite 800, Washington DC 20005, USA Tel: (202)
449-9750
Email:
lekatis@hedge-funds-association.com
Email:
lekatisgeorge@compliance-llc.com
Web:
www.hedge-funds-association.com
Web:
www.compliance-llc.com
HQ: 1220 N. Market
Street Suite 804, Wilmington DE 19801, USA Tel: (302) 342-8828
Lyn Spooner
Email: lyn@hedge-funds-association.com
About Compliance LLC (the owner of the Hedge Funds Club World and the
International Association of Hedge Funds Professionals - IAHFP)
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
• Regulatory Arbitrage
• Hedge Funds Strategies
• The Basel ii Capital Accord
• The Sarbanes Oxley Act, the European Sarbanes Oxley (8th Company Law Directive, E-SOX),
the Japanese Sarbanes Oxley (Financial Instruments and Exchange
Law, J-SOX)
• The Solvency ii Directive of the EU.
Clients and Testimonials
www.compliance-llc.com/ClientsTestimonials.htm
Our training catalog:
www.compliance-llc.com/1_Compliance_Training_Catalog.pdf
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