Presentation

Morgan Lewis Hedge Fund University™ - Managing Mutual Funds and Exchange Traded Funds: Advanced Topics in Derivatives

June 03, 2014

This session of the Morgan Lewis Hedge Fund University™ webinar series, discussed issues for hedge fund managers to consider when managing mutual funds and ETFs.

Topics included:

  • Diversification Requirements
  • Portfolio Concentration
  • Long and Short Financing and Use of Margin Accounts
  • Proposed Position Limit Aggregation Rules
  • Key Contract Provisions

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