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Clouds

Chapter 4: Technology considerations

Mon, 16/05/2016 - 13:05

Cloud technology – The scale of a manager's IT infrastructure will largely depend on the type of trading strategy. A quantitative market neutral statistical arbitrage fund is likely going to spend more capital on front-office portfolio management, risk management systems and server storage capabilities than a specialist credit strategy that trades infrequently.  »

Dennis Westley

Key criteria for selecting a fund administrator

Mon, 16/05/2016 - 13:01

If one were to sum up the key role of a hedge fund administrator, it is to independently value a fund's assets, allocate those assets correctly to individual investors, and accurately report the allocations to those investors.  »

Jeffrey Rosenthal

Chapter 3: Selecting service providers

Mon, 16/05/2016 - 12:54

Choosing appropriate service providers is one of the cornerstones to creating a successful hedge fund business.  »

Frank Napolitani

ODD considerations for start-up managers

Mon, 16/05/2016 - 12:49

Operational due diligence or "ODD" are arguably three of the most important words for any start-up manager hopeful of attracting new investors. Such is the level of expectation among institutional investors today that even if the manager only has USD20-30m in AUM and outsources the CFO function, operationally they still must look and act like a serious outfit.  »

Brian Roberts

Compliance mindset to be set by senior management

Mon, 16/05/2016 - 12:46

Although it might not necessarily be top-of-mind for a start-up manager, if they are serious about building a proper business then establishing a culture of compliance from the get-go is important.  »

Regulation

Chapter 2: Regulations & compliance

Mon, 16/05/2016 - 12:41

US hedge fund managers face significant regulatory requirements, which this chapter cannot possibly cover in detail. But there are a few key areas of particular import, which shall be summarised below. In addition, this chapter will highlight some of the key considerations for implementing a compliance manual; a must-do task for any ambitious start-up manager who intends to incorporate best practices from the get-go and place themselves in the best possible light with prospective investors. »

Jeffrey Rosenthal

Financial budgeting: One chance to succeed

Mon, 16/05/2016 - 12:37

Planning a hedge fund launch is a serious business. People need to decide whether they are truly ready, both financially and mentally, and be confident in their investment strategy. This may sound trite but all too often start-ups rush to get a hedge fund in place without clearly thinking everything through.  »

Ron Geffner

Structuring a tax-efficient hedge fund

Mon, 16/05/2016 - 12:22

When embarking on any new business, it's important that one not only engages professionals with deep industry knowledge but also commercial knowledge to support the various stages of business growth. For anyone establishing a hedge fund, their needs are going to change as their business evolves from launch to maturity. »

Gavel and scales

Chapter 1: Legal & tax structuring

Mon, 16/05/2016 - 12:17

The two key questions that will drive fund structuring decisions are: Where is the money coming from and what do you want to do with it? »

Sunil Gopalan

2016 Guide to setting up an Alternative Investment Fund in the USA - Introduction

Mon, 16/05/2016 - 12:08

The hitherto opaque alternative investment funds (AIFs) industry has been making significant strides towards transparency, driven largely by the demands of institutional investors and global regulators, who want to see AIFs deliver clarity and accuracy in their trading and investor reporting methods. »

listingsdirectory
UBS Global Asset Management
Fri, 06/05/2016 - 14:19
RFA (Richard Fleischman & Associates)
Tue, 05/04/2016 - 14:25
Calastone
Mon, 29/02/2016 - 15:20
training
Wed, 08/06/2016   - London
Mon, 13/06/2016   - London
specialreports
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