Institutional Investing Forum Addresses the Evolution in Hedge Fund Investing

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In its second successful year, the National Strategic Investment Dialogue convened in San Francisco on October 20 to discuss the challenges and complexities associated with successfully harnessing the power of hedge funds to maximize returns and reduce key areas of risk.

In its second successful year, the National Strategic Investment Dialogue convened in San Francisco on October 20 to discuss the challenges and complexities associated with successfully harnessing the power of hedge funds to maximize returns and reduce key areas of risk. The invitation-only sessions are part of a national initiative sponsored by Strategic Investment Group to promote candid, meaningful discussions among fiduciaries and leaders of the investment community on issues of vital importance to institutional investors. Participants have included a wide range of respected institutional investors, investment managers, investment advisors, academics, and regulatory experts.

Hilda Ochoa-Brillembourg, President and CEO of Strategic Investment Group, says, “We are proud to sponsor this effort to examine and debate important economic, financial and investment issues. Central to addressing these challenges today is a need to understand the nature and magnitude of the evolutionary change taking place in financial markets and strategies for investing in hedge funds.”

The session examined the challenges and complexities associated with successfully harnessing the power of hedge funds to maximize returns and reduce key areas of risk. Topics included: understanding how the underlying trends toward securitization of assets and the associated processes of decoupling and re-coupling alpha and beta are likely to develop; exploring the practical realities, pitfalls and success stories associated with the implementation of such strategies; and making sense of the welter of apparent and more hidden risks associated with such strategies both for investors and for markets as whole. Finally, exploring best practices for governance in an environment of increased scrutiny and regulation helped put these strategies into perspective. Polling was conducted throughout the session to gauge the insights and views of the group.

The comments, polling results, findings and recommendations of the fall session are being compiled and the collected results will be presented in the form of a Task Force Report entitled: “Absolute Returns, Relative Risks: The Changing State of the Art in Strategies for Investing in Hedge Funds.” While the detailed results will only be made available to the program participants, a summary report containing many of the questions and issues addressed will be made available to the professional public and media. To request a copy of this summary report, or for more information about NSID, contact Strategic Investment Group or visit http://www.nationalstrategicinvestmentdialogue.com.

About Strategic Investment Group

Strategic was founded in 1987 as a provider of discretionary integrated portfolio solutions, combining active portfolio management, rigorous risk management and open architecture manager selection. Strategic can orchestrate the management of an entire portfolio comprising multiple asset classes, focus on a specialized segment of a portfolio, such as alternatives (hedge funds, real estate and/or private equity) or international investments, or create customized strategies such as portable alpha. Today, Strategic manages approximately $10 billion in assets (final as of September 30, 2005).

Contact:    

Deb Boedicker

Strategic Investment Group

703-235-1620

dboedicker@StrategicGroup.com

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