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08:15-09:30 | 12th September 2019
The Berkeley, London, UK
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Alternative strategies have historically been shown to deliver good risk-adjusted returns and further have proven to enhance the risk/return profile of a generic portfolio of traditional assets. At its core, alternative investments consists of a variety of strategies and styles that can be complementary and enjoy the benefits of diversification.

A key step in successful alternative investments is individual manager research and due diligence to identify those managers that are the “best-in-class” and suitable to execute each of the selected strategies. With two-thirds of family offices in 2018 committing in-house financial and managerial resources to conducting manager selection/ oversight in-house, there is a strong recognition of the importance of this area, so how can family offices do this well and are they getting it right?

In collaboration with Fundana, a boutique manager who has focused on performance and risk management for 26 years, this event takes place in London on 12 September 2019. The private, highly focused briefing will deliver unique insight into the importance of manager selection, oversight and, when necessary, de-selection.

Key Takeaways:

The unique insight and learnings will answer the following questions…

  •  Is manager selection overrated?
  •  The overriding question: skill or luck?
  •  The boring but critical question: am I getting paid for a non-top tier operational set-up?
  •  Past performance is no guarantee of future performance…or is it?
  •  Can a manager innovate without a style drift?
  •  Knowing when to exit: art or science?

About Our Partner:




Fundana was founded 26 years ago to advise one of the largest swiss bank on their Hedge Fund allocation.

Fundana is a boutique and wants to remain one. It is not aiming to manage 5Bn with 50 people in the future by capturing fads. The focus is not on product but on performance and risk management. It is recognized by industry peers as a specialist and aims to find clients which need its expertise.

Clients include Family Offices, Independent Asset Managers, Pension Funds and Banks as well as Fundana’s employees and partners.

The firm, regulated by FINMA, is based in Geneva, with 15 professionals and manages about $1Bn of Assets.

Register Your Place Today:

Registration is complimentary but places are strictly limited and for qualifying family office principals and executives only. To apply for your place, please contact Liam Smith: 

1) Call +44 (0)20 3763 2800
2) Email