Event driven investing and its applications - Workshop 2019

Overview

Event-driven investing is a hedge fund investment strategy that seeks to capture pricing inefficiencies that may occur before or after a corporate event, such as spinoff, merger, sale of assets, privatisation.

Event-driven investing is seldom adopted by traditional equity investors because of the liquidity and market capitalisation requirements stated in the investment mandate. However, for knowledgeable and flexible investors, such as hedge funds and high net worth individuals, event-driven investing not only help enhance portfolio returns but also provides diversification to traditional asset classes.

This workshop will provide you with a step by step framework on how to spot event-driven investment opportunities.

Key topics covered:

Session 1 (21 Sep)

• What is event-driven investing?
• How does event-driven investing perform in the investment field?
• How to use a rule-based, bottom-up selection process to spot event-driven investment opportunities?

Session 2 (28 Sep)

How to use a rule-based, bottom-up selection process to spot event-driven investment opportunities?
How to apply event-driven investing skills in markets?
What are the pitfalls of event-investing?

Trainer profile:

Alex Chow has extensive experience in areas related to financial markets and asset management. He works as a senior investment manager in a Hong Kong-based hedge fund company and his expertise is value investing and event-driven investing. Mr Chow also works in several listed companies which focus on real estate projects and hedge fund investments.

Objectives

Session 1

• Understand how can event-driven investing enhance portfolio returns
• Demonstrate analysis of past performance of event-driven investing
• Discuss Pros and Cons of event-driven investing
• Explain three common event-driven investing strategies

Session 2

• Explain four common event-driven investing strategies
• Identify pitfalls of event-driven investing strategies
• Discuss Investment framework for event-driven investing strategies

Audience

This workshop is suitable for finance professionals, accountants, relationship managers and investors.