NAVIGATING HEDGE FUNDS

Fiduciary-focused. Objective. Applied.
 

Expand Your Expertise. Led by academic experts and experienced industry professionals, this module goes beyond theory. Through instruction, real-world case studies and interactive discussions, you’ll gain the analytical frameworks, practical insights and understanding to confidently evaluate and integrate hedge fund strategies into client portfolios.

Just minutes from downtown and Palm Beach Island, the strategically located venue – at FSU’s new West Palm Beach campus facility – is an ideal learning environment for participants in one of the nation’s fastest-growing wealth centers.

 

Session Dates

(Select one)
Sept. 25-26
Oct. 23-24
Nov. 20-21

Cost

$2,995 per session – includes access to online pre-work, curated instructional materials, networking events and client-ready tools.
Fee also includes applicable meals.
 

Register Now

Location

Palm Beach Post Building
2751 S. Dixie Highway
West Palm Beach, FL
33405

 
 
What you will learn
 
  • A clear framework to define, contextualize and evaluate hedge fund strategies
  • Differentiation between core hedge fund styles (e.g., long/short equity, global macro, event-driven, relative value, and digital assets)
  • Key features of hedge fund structures, terms and fee models
  • Practical tools for conducting hedge fund manager due diligence
  • Portfolio construction techniques incorporating hedge funds as diversifiers and return enhancers
  • Client communication strategies to explain hedge funds, the role they play in diversified portfolios, and how to manage client expectations and address common misconceptions

 

Who should attend
 

Each session is intentionally capped at 40 participants to foster greater interaction among participants and instructors. Participant backgrounds may include:

  • Financial advisors and wealth managers seeking to expand their expertise in alternative investments and enhance their practice
  • Fiduciary professionals aiming to deepen their understanding of portfolio construction, due diligence, and communication strategies
  • Individual investors interested in building informed, research-driven perspectives on private markets
  • Family office professionals and staff managing complex portfolios with exposure to alternative strategies
  • Professionals exploring the alternative investment space, including those considering career pivots or personal capital allocation strategies
 
Program Format
 
          Day One
          5 – 7:30 PM Fireside Chat & Networking Reception
          Day Two
          8 AM – 5:15 PM Full day of instruction (includes breakfast and lunch)

 

 

 

 

 
 
 
 
Certificate and Continuing Education Credits 
 

Earn an FSU certificate and up to 12 hours of CEUs across designations and providers, such as CFP®, NASAA, CPA/NASBA, IWI®
(CIMA®, CPWA®, RMA®) and IMDDA. The Hedge Fund module is currently under review for continuing education credit approval. Once credits are confirmed, attendees will be notified of the approved CE credit allocations for this module.

 

Learning Hours
 

12 hours (8 in-person hours and 4 online hours)

 

Instructors
Kelsey Syvrud

Kelsey Syvrud, PhD

Assistant Chair, Department of Finance
Florida State University

 

 

Kelsey Syvrud is a finance academic and investment strategist with expertise in portfolio construction, manager due diligence, and alternative investments. Syvrud brings a unique blend of academic insight and applied experience, having worked in economic consulting and serving as Director of Investment Strategy for Fire Capital Management. She helps advisors, individuals, and institutions translate complex investment concepts into actionable strategies to construct panoramic and risk-tolerant portfolios.

Daniel Strachman

Daniel Strachman, CDDA

Managing Partner 
A&C Advisors LLC

 

 

Daniel Strachman is a veteran of Wall Street and a hedge-fund expert. He serves as managing partner at A&C Advisors, a strategic consulting firm based in Coral Springs, Florida, focused on investment management operations and corporate governance. His extensive experience includes all aspects of retail and institutional, creation, operation and distribution of alternative investment products and services. Strachman is the co-founder of the Investment Management Due Diligence Association (IMDDA), the largest independent educational organization singularly focused on investment management and operational due diligence. He also has authored nine books on investment strategies and written investment pieces for publications including The Financial Times, The New York Post and American Banker.

 

NOTE: This program has limited seats, so please register early. If the program session becomes full, you will be placed on the wait list.