Hedge Fund Business Operations Association

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	Welcome to all members of the Hedge Fund Business Operations Association! While the past few months have been dedicated to finalizing the details for this year's meeting in New York City, we look forward to directing our attention to the Association's other educational initiatives. Your feedback in the new member survey will help direct the content of future newsletters and the Association’s website, as well as serve as a source of topics for educational summits. We thank you for your support and look forward to providing you with the resources to help you address the daily challenges you face as a hedge fund operations executive. If you haven't had a chance to register for membership, please visit the Association’s membership page to continue receiving the Association’s newsletter and updates. This issue of the Association's newsletter includes: Annual Meeting Update Members Corner-Submit Your Questions for the Annual Meeting A Call for Papers Online Educational Events About the Hedge Fund Business Operations Association
	Annual Meeting Update The Association's First Annual Meeting, The Annual Hedge Funds Business Operations Forum, is scheduled for December 13th and 14th at the Princeton Club in New York City. The meeting spans two days and covers the primary issues hedge fund operations executives are faced with in today’s environment of unprecedented growth and increased scrutiny by regulators and investors. This year’s meeting, developed with guidance from the Association’s Board of Directors, includes discussions on: An ERISA update: Welcoming ERISA assets and the impact of new legislation Hedge fund registration update and strategies to support a fund registered with the SEC Liquidity and valuation considerations with the side pocketing of illiquid securities Valuation challenges surrounding private assets Potential conflicts of interests including side letters, soft dollars and personal trading Challenges and risks of supporting an offshore fund Compensation strategies for retaining human assets Liquidity, leverage and valuation concerns surrounding structured products Lessons to be learned from hedge fund failures and instances of fraud Additionally, you will have the opportunity to relax and network with fellow Association members at a cocktail reception following the last session on day one. To register and view a complete agenda of topics to be covered at the annual meeting, visit the Calendar of Events page on the Association’s website. While the event is open to the hedge fund community, Association members are eligible for a 10% discount. When you register, be sure to mention priority code provided in your membership confirmation email to receive the discount. We look forward to your participation! Members Corner- Submit Your Questions for the Annual Meeting In the new member survey, one of the top requests for newsletter content was for a 'Members Corner' where members share their feedback on industry events, prior articles or general industry comments from association members. To help start the ‘discussions’ for this section, send us the specific questions you would like addressed at the annual meeting. We will send your questions to the presenters before the event so they can be prepared to fully discuss your most pressing issues. Future newsletters will feature these questions (your identity will be kept confidential) with the corresponding feedback from these leading industry experts. Send all questions by Monday, December 4th to Hollie Murrin at hmurrin@frallc.com. To help us direct the question to the appropriate presenter, please reference which meeting session your question pertains to. Click here for a complete list of meeting sessions.
	A Call for Papers In response to your feedback in the new member survey, the website and future newsletters will highlight articles addressing current issues and trends affecting hedge funds. The intent is not to repeat the same articles you are finding in many of the industry’s top publications, but to provide you with access to new thought pieces and white papers that haven’t been widely available. If you have a piece that you would like to submit for publication, please send it to hmurrin@frallc.com. All appropriate pieces will be added to the Association’s website. If your piece is selected to be highlighted in an upcoming newsletter, you will receive a free pass to a Financial Research Associates webinar of your choice. Please refrain from sending sales materials and keep the submissions to commentary and educational topics only. If you are not the author, let us know and we will contact them for permission to print the piece.
	Online Educational Events In coordination with Financial Research Associates, a series of webinars focused on operational issues has been rolled out. Designed to help you cope with the complex operating and regulatory environment, these events are brought right to your desktop in an interactive online format. The current series focuses on pressing tax issues including an industry update on the latest tax developments, tax rules for carried interest and the economics and mechanics of swap contracts. Click here or visit the Calendar of Events page at www.hfboa.org for a complete description and to register for each webinar. Also, be sure to watch for upcoming sessions on valuation and accounting challenges. About the Hedge Fund Business Operations Association Through feedback provided at educational conferences centered on hedge fund operational issues and topics significant to CFOs, COOs and CCOs of hedge funds and funds of funds, Financial Research Associates identified an obvious need for an industry association exclusively for hedge fund operations executives. In response to this need, Financial Research Associates organized the Hedge Fund Business Operations Association. The Association’s mission is to provide reliable and practical information for hedge fund operations personnel through industry updates, articles, educational summits, email distribution, useful web links, industry directories, and much more. The Association offers its members an excellent forum to: exchange ideas present recommendations generate ideas for advancing the industry share best practices, improve job performance provide networking opportunities for our members to interact on a regular basis In addition, the Hedge Fund Business Operations Association strives to provide practical strategies for developing, implementing and executing a profitable hedge fund. For hedge fund and funds of funds’ operations executives, there are no membership fees for an Executive Membership. For individuals that don’t qualify for an Executive Membership, Associate Memberships are available. To learn more about the Association and register for membership, visit www.hfboa.org.