US Hedge Fund & Private Equity Services 2013

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Articles

James Williams, Hedgeweek

US hedge funds start to branch out into 40 Act funds

By James Williams – One thing is certain: hedge fund regulation in the US is tightening and is here to stay. What remains uncertain is the long-term impact it will have on the industry. Recent high-profile insider trading cases involving Galleon Group LLC and, this summer, SAC Capital Advisors, have put a spring in the step of its national regulator, the Securities & Exchange Commission. »


Beth Mueller, US Bancorp

Automated solution to help relieve FATCA burden

Next July marks the introduction of the Foreign Account Tax Compliance Act (FATCA). To meet the demands of this far-reaching legislation, US Bancorp Fund Services, LLC is working proactively to implement innovative technology resources and modifications to internal procedures to streamline compliance and reporting processes and minimise the burden placed on managers. »


Geoff Roddick, International Management Services

Independent Directors: Considerations and Queries

Picking the right independent director is not as simple as you might think. Geoff Ruddick of International Management Services (pictured) takes a look at the key things to consider… »


Scott Price, Regional Director, Americas, Custom House Global Fund Services

A new reporting engine with OMS connectivity

"Emerging managers under the USD200million AuM mark struggle to get the necessary reporting needs from their service providers because of the high cost of ownership,” explains Scott Price, Regional Director, Americas, Custom House Global Fund Services, one of the industry’s leading hedge fund administrators. »


Ted Jasinski, General Manager, Admiral Administration

Capitalising on convergence between 40 Act and onshore funds

In August, the Financial Times reported that more than half of US hedge fund groups had launched, or were in the process of launching, traditional mutual funds, otherwise known as 40 Act funds. The objective is simple: to widen out a manager’s overall investor base. But it’s not just hedge fund managers launching long-only funds. Increasingly, in the US, traditional managers are looking to launch onshore hedge funds to also widen their investor base. »


Michael Rucci, UBS Global Asset Management

AIFMD: challenges facing US and other non-EEA managers

By Michael Rucci (pictured), head of fund ervices Americas, UBS Global Asset Management – How does AIFMD impact how I can market in Europe? »


James Williams, Hedgeweek

US hedge funds take OTC clearing in their stride

By James Williams – “Even though as a quantitative trading firm with a lot of technology infrastructure in place we’ve been able to handle a lot of the regulatory requirements internally, we can’t do everything. We’ve had to lean a little more on our service providers, in particular consulting our legal advisers, over the last 12 months,” explains Ken Shoji, COO of New York-based GSB Podium Advisors, an equity statistical arbitrage fund. »


Dan Matthies, Bloomberg

Dealing with heightened regulation and tightened margins

By Dan Matthies, Bloomberg – In the space of just five years, the financial services industry has seen remarkable change: the rise of automated trading appliances; a global economic meltdown and subsequent recovery; and now, sweeping financial regulations. No matter the size of your fund, the investment environment has only been getting tougher amid heightened regulation and tightened margins. »


Lonnie Macdonald, President, JD Clark & Company

Big data and mass customisation precipitate cutting edge solutions

Big data’: That’s the catchphrase in today’s climate of regulatory overhaul, and it’s something that hedge fund administrators are deeply focused on addressing. »


Jason Brandt, Regional Head of Fund Services for the Americas, Maples Fund Services

PE firms present a compelling opportunity

Private equity firms have, to date, avoided much of the regulation faced by US hedge fund managers. But it’s only a matter of time before they too will face enhanced transparency demands and regulatory reporting. »


Liquid

Automate your private equity waterfall

By Ras Sipko, Chief Operating Officer of Koger, Inc – Common feedback from private equity funds when questioned about running profit/performance allocations is that they have a process that works, mainly driven by the use of spreadsheets. While it is certainly easy to build out the required accounting methodologies on an Excel spreadsheet is it the best way to handle this work? »


Jack Seibald, Concept Capital

Accelerated growth in cap intro business

In much the same way that hedge fund managers need sufficient ‘skin in the game’ to attract investors, capital introduction is a serious financial and reputational commitment for prime brokerage firms. »


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