Here is a short video on asset backed securities. These are sometimes referred to as mortgage-backed securities and are not often understood by the common investor. This video provides a great introduction to the topic.

Permanent Link: Introduction to Asset Backed Securities
Tags: Introduction to Asset Backed Securities, Asset Backed Securities, Asset Backed Securities Definition & Explanation

This category of the Financial Planner Service Provider Directory will be for those who are trying to find a financial advisor online. It will provide links to our online directory of financial advisors.

If you are a financial advisor and would like to be added to this directory please email us and we can discuss how to list your firm on our website.

Permanent Link: Find a Financial Advisor
Tags: Find a Financial Advisor, How to Find a Financial Advisor, How Do I Find a Financial Advisor, Find a Good Financial Advisor, I Find a Financial Advisor, Find a Great Financial Advisor

In 5 months I will be releasing a free e-book on financial planning called the Financial Planning Blog Book.

This will be a free book that anyone can download to learn more about over 20 different areas related to financial planning. Please subscribe to the blog now to keep updated on the release of this book this upcoming winter/spring.

Permanent Link: Financial Planning Book

Tags: Financial Planning Book, Best Financial Planning Book, Book on Financial Planning, Personal Financial Planning Book, Financial Planning Book com, Financial Planning Books

This section of the Financial Planner Service Provider Directory provides links to online financial planning tools and resources.

Online Financial Planning Tool #1 – Coming soon. Please email us to list your tool here today.

Online Financial Planning Tool #2

Permanent Link: Online Financial Planning
Tags: Online Financial Planning, Online Financial Planning Options, Online Financial Planners, Online Financial Planning Certificate, Financial Planning Courses Online, Financial Planning Online Courses, Free Online Financial Planning, Financial Planning Degree Online

Renaissance Technologies

Renaissance Technologies – Hedge Fund Profile

Here is a collection of links to resources and articles on the hedge fund – Renaissance Technologies. All of these sources below are publicly available and can be easily found by anyone via Google searches. They are listed here for those who would like to skip the junk and learn more about Renaissance Technologies more efficiently than they might through Google alone.
___________________________

Resource #1: 5.18.09) Most hedge funds flourished in April. Renaissance Technologies took a bath.

The Long Island firm’s Renaissance Institutional Equities Fund lost between 8.33% and 9.47% last month, depending on the share class. The fund, RenTech’s largest, is now down between 16.86% and 17.61%, according to a letter to investors obtained by Dealbreaker. source

Resource #1: (4.3.09) James Simons, the founder of New York-based Renaissance Technologies, was the top earning hedge fund manager last year, earning $2.5bn in spite of the extreme market volatility, as his 20-year-old flagship fund generated a net return of 80 per cent.

A survey by Alpha Magazine, published on Wednesday, describes the returns generated by the Medallion Fund as “hard to fathom”, adding that Mr Simons’ fees are among the highest in the world – a 5 per cent management fee and a 44 per cent performance fee. source

Resource #2: (2.4.09) Renaissance Technologies LLC, the multibillion dollar hedge fund known for delivering top returns by relying on complicated computer models, hired a new president and chief executive officer for its institutional business.

The fund firm, which manages roughly $20 billion, said on Tuesday that it has hired Matthew Scanlan to replace Stephen Robert, who retired from the firm. source

Resource #3 (1.5.09) Over the past few weeks you probably saw signs in retail stores touting “big sales” with discounts of 50% to 70& off. It seems that Wall Street has caught on to main street’s way of doing business – discounts, discounts, discounts!

The Renaissance Technologies LLC, a large hedge fund, has waived all of its management fees for 2009. Originally it charged a 1% fixed management fee, but with the new policy it will take a $30 million dollar haircut. However, the other larger Simon’s Renaissance Institutional Equities Fund will not cut its management fee in 2009. Other funds are using similar practices. The Citadel Investment Group LLC gave back about $300 million dollars in fees it collected in 2008.

Renaissance, like many other hedge funds, suffered losses in 2008 ranging from 12% to 16% but managed to beat the S & P losses by 4-6%. source

Additional Resources

• Letter from Renaissance Technologies how Renaissance Technologies had only 1 percent profit in 2007.
• Article summary how Renaissance Technologies has high fees, but had generated 85 percent returns.
• Article: Jim Simmons Institutional Equities Fund has been down $13 billion dollars.
• SEC may put a new law against short-selling without borrowing, which would hurt any computer based trading hedge fund, like Renaissance Technologies Medallion Fund.
• Article about how CEO’s and Portfolio Managers make too much money- James Simons led the way, earning $1.5 billion.
• Interesting Article about how Renaissance technologies are the 4th largest share holders of Cornerstone Total Return Fund.
• In 2004, Jim Simons, sued two former employees and Millennium Partners, the fund they subsequently joined for using secret trading techniques learned from Renaissance Technologies.
• Article about The Institutional Equities Fund went down $13 billion dollars because investors are scared of recession.
• Article about how Renaissance Technologies opened up in India as a foreign institutional investor.
• Background information on how Renaissance Technologies- Nova Fund contributes today for at least 14% of the total volume of shares in NASDAQ.
• Amazing chart about Renaissance Technologies. Everything from what type of stocks the corporation has to the best and worst moves the company has made to date.
• Extremely interesting article about how Renaissance Technologies chooses each stock to invest into based on certain criteria.
• Article about Jim Simmons donating 60 million to Stony Brook University.
• Renaissance Technologies owns $127,000,000 worth of Sony.
• PowerPoint Presentation about the Medallion fund. Also defines simple hedge fund terms.
• Article about many different hedge funds. Short paragraph about the medallion fund, institutional equities fund. The Institutional fund lost about 3% in July of 2007.
• Article about how Renaissance technologies Nova Fund would end up building up to 10-15% of NASDAQ’s trading volume on a given trading day.

- Richard

Subscribe To this Blog via Email | Or RSS

Articles related to Renaissance Technologies – Jim Simmons:

1. Man Investments Hedge Fund Profile
2. Hedge Fund Due Diligence
3. CFA vs. CAIA
4. Hedge Fund Jobs
5. Hedge Fund Managers
6. Hedge Fund Employment
7. Hedge Fund Newsletter
8. Hedge Fund Message Board.com
9. Hedge Fund Careers
10. Hedge Fund Performance

Permanent Link: Renaissance Technologies

Tags: Renaissance Technologies, Jim Simmons, Renaissance Technologies Hedge Fund, Renaissance Technologies Hedge Fund Manager, Renaissance Technology, Simmons Renaissance Technologies, Renaissance Technologies, Inc., Renaissance Technologies Corporation, Renaissance Technologies Hedge Fund, Renaissance Technologies Corp, Renaissance Technologies Website, Renaissance Technologies News

Hedge Fund Guide – Mexico

Guide to Hedge Funds in Mexico

Here is a short collection of articles on the hedge fund industry in Mexico. I am always looking for more valuable online tools and resources to add to these geographical hedge fund guides to the hedge fund industry. If you have a white paper or PowerPoint that I can include here please send me an email and I will post it for everyone’s benefit.

• This PowerPoint Presentation presents some of the legal challenges facing by the foreign investment in Latin American countries such as Mexico . Topics been discussed include Holding Company Jurisdiction, Financing Structure, and taxation issues.
• Hedge Funds in Latin America. This article describes the recent development in the Latin American countries including Mexico.
• Hedge Funds Eye Mexico Amid US Subprime Woes. As U.S. continue to suffer from the weakening of U.S. housing market, Mexican mortgage-backed bonds are attracting growing interest from foreign hedge funds. The paying yields of these securities can be as much as 2 percentage points above the comparable U.S. Treasuries.
• This special report published by the hedgeweek summarized recent development of hedge fund investment in the Latin American Countries such as Mexico. In addition, it also analyzed potential risks (economic and political stability) and upsides (fast growth, economic recovery) of investing in these regions.
• Latin America’s Virtuous Circle. This article briefly analyzed the recent political and economic trend of these Latin American countries and how would it contribute to the growth of hedge fund industry in these regions, with special emphasis in countries such as Mexico, Argentina, Venezuela and Brazil.
• This downloadable PDF report provides special insights and advices for creditors, hedge funds and foreign investor to profit from new Latin American Bankruptcy and Workout Rules.
• This Powerpoint presentation details on the process of cross-border lending between Mexico and U.S.
• This article lists some of the legal challenges confronting the private capital investors in Mexico. The problems include complication in how to structure private equity investment, corporate governance matters, and other regulatory issues.
• Latin Managers Extend Appeal to Attract Offshore Investors. This article reports the recent trend in the development of hedge fund in Latin America, including areas within Mexico such as Mexico City. Over the past few years, the steady growth of region’s economy and its relatively stable political environment has also led to the expansion of its hedge fund industry and become more appeal to offshore investors.
• Interesting article detailing three worthwhile investments in Mexico
• Opportunity in the Latin America, Mexico region for hedge funds
• This report (composed by Credit Suisse) explores emerging markets trends in the hedge fund industry. In order to track the performance of these emerging market funds, Credit Suisse developed Tremont Emerging Markets Hedge Fund Index (“HEDG Emerging Markets”) as a measuring benchmark.
• Another article describing the attraction of hedge funds to Mexico and some Latin American countries
• Article: Hedge funds targets instutions
• This PowerPoint Presentation compares and contrasts the financial system between U.S. and Latin American Countries. The touched issues include different ownership structure, governance transparency, monetary policy, and the role of private equity in the Latin American/U.S. Capital Market.

Seminars & Conferences

• Hedge Funds World LatAm has cemented its position as the benchmark event for the Latin American hedge fund industry. It has attracted over 370 participants in 2007 and the interest just keeps growing.
• List of worldwide hedge fund conferences.

- Richard

Subscribe To this Blog via Email | Or RSS

Articles related to Hedge Fund Mexico:

1. New York Hedge Fund Guide
2. Russian Hedge Fund Guide
3. Canada Hedge Fund Guide
4. Texas Hedge Fund Guide
5. San Francisco Hedge Fund Guide
6. California Hedge Fund Guide
7. London Hedge Fund Guide
8. Chicago Hedge Fund Guide
9. European Hedge Fund Guide
10. Singapore Hedge Fund guide

Permanent Link: Hedge Fund Mexico

Tags: Hedge Fund Mexico, Hedge Funds in Mexico, Mexican Hedge Funds, Mexico City Hedge Funds, Fund Mexico, Investment Funds in Mexico, Investment Manager in Mexico, Money Managers in Mexico, Mexico Hedge Fund Managers, Money Management, Mexico City, Guadalajara, Ecatepec, Nezahualcoyotl, Puebla, Monterrey, Tijuana, Ciudad Juárez, Leon

Hedge Fund Guide – California

Guide to Hedge Funds in California

Here is a short collection of articles on the hedge fund industry in California. I am always looking for more valuable online tools and resources to add to these geographical hedge fund guides to the hedge fund industry.

New: If you are looking for a list of hedge funds which you can purchase, I have found an in-expensive one which can be accessed here.

• Pension Fund Investments in California. This ppt presentation (created by RREEF Alternative Investment) illustrates the insufficiency in investment in California’s infrastructure, while advocates the potential awards from these funds if they were properly invested
• If you are looking for specific details on San Francisco please see our recently published Guide to Hedge Funds in San Francisco.
• Here is a list of hedge funds that are based in the state of California: Hedge Funds in California.
• Article: After a heated controversial debate, the California Department of Corporations announced that California is abandoning a proposal that would have to require certain California investment advisors, such as hedge fund and private equity, to be registered with the State’s regulator. This measure ensured that California will remain one of the few states (along with New York and Connecticut) that would not require hedge funds to be registered with that state’s securities regulator.
• Article: “The hedge fund striptease”
• This article features some of the concerns and issues of setting up a Hedge Fund practice in the State of California. Some of the questions include: What are the Minimum Financial Requirement and procedure for setting up the fund? What are some criteria for accepting the potential hedge fund investors? And what is the process to become a Registered Investment Advisor (RIA)?
• Excellent TIME article “Finding a way out of the hedge fund maze”
• California governor Schwarzenegger’s proposal of creating a retail rebate program that aims to pour 3.2 billion dollars into the development of solar energy industry in California has spurred interest among numerous hedge funds to invest in the solar industry and other related areas.
• Networking Events in Southern California – San Diego Hedge Funds
• Article: California has backed away from a controversial proposal that requires any hedge funds, which were not already been registered under SEC, to be registered under the California government. Due to this proposal, many funds have threatened to relocate to another state if California government passes the regulation law.
• Hedge funds to invest in California’s energy
• This brief guide explained how to start a hedge fund business within the United States, especially within the States of California, Delaware, Connecticut, Illinois, New Jersey, New York, and Texas, which all have relatively lenient regulation laws in comparison to other States. The article touched topics from legal development process to promotional strategy to geographical difference in setting up funds. This is a helpful guide if you are looking to start a hedge fund in California.
• Article: “Hedge funds look to snap up abandoned land in California”
• This article touches on the recent development and trend of hedge fund investments in the Green Energy market; include biofuel commodity trading, solar energy industry, carbon trading, and renewable energy credit trading, etc. Many hedge funds within California and the west coast are starting up or currently offering carbon trading or energy related funds.
• Great article describing new California regulations might push existing hedge funds out of the state

Job Opportunities

• List a hedge fund job here by emailing Richard@HedgeFundGroup.org

Seminars & Conferences

• This website lists some of the upcoming Hedge Fund seminars and events around several U.S. cities, including San Francisco, New York City, Boston, etc.

Articles related to Hedge Fund California:

1. New York Hedge Fund Guide
2. Russian Hedge Fund Guide
3. Canada Hedge Fund Guide
4. Texas Hedge Fund Guide
5. San Francisco Hedge Fund Guide
6. London Hedge Fund Guide
7. Chicago Hedge Fund Guide
8. European Hedge Fund Guide
9. Singapore Hedge Fund guide
   
10. Hedge Fund San Francisco
11. List of Hedge Fund Managers in California CA San Francisco Los Angeles

Tags: Hedge Fund California, Hedge Funds in California, California Hedge Fund Managers, Hedge Fund CA, ca hedge funds, Southern California Hedge Funds, Hedge Funds Los Angeles CA, San Diego Hedge Fund Managers, Palo Alto, Santa Monica, San Jose, Long Beach, Fresno, Fresno, Oakland, Santa Ana, Anaheim, Bakersfield, Riverside, Stockton, Chula Vista, Fremont

San Francisco Hedge Fund Guide

Hedge Funds in San Francisco

New: We have an upcoming networking event in San Francisco, learn more about this event and sign-up to learn more about upcoming SF events on this page: San Francisco Hedge Fund Event March 5th, 2009

Here is a short collection of articles on the hedge fund industry in San Francisco. I am always looking for more valuable online tools and resources to add to these geographical hedge fund guides to the hedge fund industry. If you have a white paper or PowerPoint that I can include here please send me an email and I will post it for everyone’s benefit.

• To obtain a list of hedge fund contact details for funds within the state of California please see this link: List of Hedge Funds in California.
• San Francisco chapter of the non-profit organization called Hedge Funds Care
• Interesting articles about two San Francisco hedge funds and their recent success. While the west coast hosts few hedge funds compared to the east California and more specifically California is where the recent action has been out west.
• Global turmoil effecting hedge funds everywhere, including San Francisco.
• San Francisco, CA hedge fund firm pays $30 Million in court settlement
• Article: “The Best Investment Advice you’ll ever get”
• CFA Society of San Francisco, CA Society Events.
  
• Jobs in the hedge fund industry in San Francisco, California
• An interesting article about San Francisco’s very own Farallon Capital Management, a leading hedge fund manager in California.
• Another article about Farallon Capital Management and its new unique investments
• A short article a top hedge fund in California investing in India
• Hedge Fund World events in San Francisco, CA
• Students seek greater disclosure from San Francisco hedge fund

- Richard

Subscribe To this Blog via Email | Or RSS

Articles related to Hedge Funds in San Francisco:

1. Australian Hedge Fund Guide
2. New York Hedge Fund Guide
3. Canada Hedge Fund Guide
4. Texas Hedge Fund Guide
   
5. London Hedge Fund Guide
6. Chicago Hedge Fund Guide
   
7. China Hedge Fund Guide
8. Japan Hedge Fund
9. Brazil Hedge Fund Guide
10. European Hedge Fund Guide

Permanent Link: Hedge Fund San Francisco

Tags: Hedge Fund San Francisco, Hedge Funds in San Francisco, Hedge Fund Manager in San Francisco, San Francisco Hedge Fund, San Francisco Hedge Funds, San Francisco Based Hedge Fund, Hedge Fund and San Francisco, Hedge Fund Jobs in San Francisco, Hedge Fund San Francisco CA

Email Newsletter Tool

Start A Hedge Fund Related Newsletter

Even though almost everyone uses email now not many firms in the hedge fund industry provide a consistent weekly, monthly or even quarterly email newsletter. Why? Because it takes a little bit of trial and error and some consistent work to produce the fresh content for each new issue.

Providing an email newsletter can provide a competitive advantage for your firm as you are able to keep on top of minds of prospects, be seen as a thought leader in your space, have your newsletter forwarded on to other prospects and show your level of niche expertise. I have found email newsletter by the best way to keep in touch with everyone that I have met through this hedge fund blog, my Hedge Fund Blog Book downloads and Hedge Fund Group (HFG).

One of the leading email newsletter management firms is Aweber. Aweber is used by over 1,000 firms worldwide and I have been satisfied with their easy-to-use service and quick online customer service. It is relatively easy to get started. After playing around with settings for 20-30 minutes most people would be ready to test sending out their own email newsletter using one of their graphical templates or just using traditional plain text formatting:

Click here now to see what they offer: Aweber Email Newsletter Services

Note: Certain restrictions apply to email advertisements or newsletters if you are a hedge fund manager or offer certain types of investment advice, recommendations, etc. Please consult a legal expert or in-house compliance counsel for advice before starting your email campaign.

- Richard

Subscribe To this Blog via Email | Or RSS

Articles related to Email Newsletter Tool:

1. Institutional Hedge Fund
2. Hedge Funds In UK
3. Chartered Alternative Investment Analyst (CAIA)
4. Hedge Fund Jobs
5. Hedge Fund Managers
6. Hedge Fund Business
7. Hedge Fund Investing
8. Hedge Fund Work
9. Commercial Real Estate Brokers
10. SEC Hedge Fund Regulation

Permanent Link: Email Newsletter Creation Tool

Tags: Email Newsletter, Email Newsletter Tool, Tool for Email Newsletters, Online Newsletter Tool, Hedge Fund Newsletter, Create an Investment Newsletter, Starting a hedge fund newsletter

Single Country, Sector and Commodity ETF Articles

The following is a list of articles I have written on ETFs including articles on Single Country ETFs as well as Sector and Commodity ETFs. If you have any resources that you think would be valuable to the Financial Planner Alliance Community I would be glad to add them to the site. Please email us at christopher.hege@gmail.com if you have any to add. Thanks.

Single Country ETF Articles

Sector / Commodity ETF

Permanent Link:ETF List

Tags:ETF List, List of ETFs, ETF Funds,Single Country ETF, Sector ETF,Exchange Traded Fund,ETFs,ETF

Small Hedge Funds

Interview on Small Hedge Funds

I recently completed two interviews. One with the Financial Times and another short interview for an article being written on small hedge funds with less than $100M in assets under management.

Here is a short excerpt of this second article and link to the full article:

The storm over Wall Street has abated somewhat, but the tide of bad news is receding slowly, complicating life for hedge fund managers and the rest of the financial industry. “The credit crunch continues,” said Ed Grebeck, CEO of Tempus Advisors in Stamford, Conn.

While large institutions have endured round after round of pain, scores of small, relatively unknown hedge funds, or largely unregulated pools of investments, have quietly worked through the turmoil. These smaller funds continue to score better returns than their bigger, more-seasoned peers, which control the majority of hedge fund assets.

The average return of small funds was 11.74 percent through last December, according to a hedge fund index compiled by New York-based PerTrac Financial Solutions. Medium- and large-sized funds returned 10.27 percent and 10.22 percent respectively.

“Smaller funds have historically been more profitable than big hedge funds,” said PerTrac Managing Director Meredith Jones from Nashville. The study defined small funds as those with less than $100 million in managed assets. Medium-sized funds were defined as those with $100 million to $500 million in managed assets, with anything over the $500 million mark considered large.

“There are thousands of hedge fund managers out there managing between $10 million and $100 million,” said hedge fund consultant Richard Wilson in an email. “Lots of hard work entrepreneurs who are rarely mentioned.”

Full Article Link

- Richard

Subscribe To this Blog via Email | Or RSS

Articles related to Small Hedge Funds:

1. Multi-Family Offices
2. High Net Worth Investors
3. Hedge Fund Databases
4. Hedge Fund Jobs
5. Hedge Fund Managers
6. Investment Certification
7. Intellectual Property Licensing
8. Top 50 Hedge Fund Websites
9. Hedge Fund Services
10. Hedge Fund Associations

Permanent Link: Small Hedge Funds

Tags: Small Hedge Funds, New Hedge Funds, Hedge Fund Startups, Hedge Fund Launches, Small Hedge Fund Managers, Low Assets Under Management, Seeding Small Hedge Funds

Hedge Fund Marketing Tools

Tools for Third Party Marketers

I have created this page to list a collection of online third party marketing tools available to professionals within the hedge fund marketing space. If you have a favorite tool or run a firm which offers a tool for third party marketers please email me at Richard@HedgeFundGroup.org to discuss having it posted here.

• Family Office Directory | Directory of Family Offices | A directory of over 500 family offices, these include both single and multi-family offices within the US and abroad.

• Email Newsletter Creation Tool: Aweber is the #1 provider of email newsletter creation and management services. Creating an email newsletter keeps you in front of your prospects and loyal customers. Aweber offers a suite of low cost professional email newsletter templates and their how-to guides, quick online support and email tips make them a favorite of thousands of firms. Click here now to see what Aweber offers.

• Fund of Hedge Fund Database Fund of Hedge Funds Database which profiles 2,585 funds and is the most comprehensive database of its kind
• Fund of Hedge Fund Directory: Directory of Funds of Hedge Funds
  profiles 1,032 carefully selected funds of hedge funds and funds of CTAs
  

• Hedge Fund Database: Thorough database which c ontains comprehensive information on 3,169 single manager hedge funds.
• Hedge Fund Directory: A less expensive and lighter collection of single hedge fund manager contact details.
  

• CTA Database A source for managed futures data for the past 20 years and contains comprehensive data on 864 CTA programs.
  
• CTA Directory A less expensive lighter version of the database above
  

• Hedge Fund Asset Flow Reports Order reports to dig into where asset flows are coming and going within the hedge fund industry. Monthly reports available.

Permanent Link: Hedge Fund Marketing Tools

Tags: Third Party Marketing Tools, Hedge Fund Marketing Tools, Hedge Fund Sales Tools, Hedge Fund Selling Tools, Hedge Fund Sales Help, Hedge Fund Marketing Help, Hedge Fund Asset Raising Help, Hedge Fund Capital Raising Help

Russia Hedge Fund Guide

Guide to Russian Hedge Funds

Here is a short collection of articles on the hedge fund industry in Russia. I am always looking for more valuable online tools and resources to add to these geographical hedge fund guides. If you have a white paper or PowerPoint that I can include here please send me an email and I will post it for everyone’s benefit.

• A HedgeCast we produced from the Red Square in downtown Moscow, Russia
• A recent article about possible tax evasion case of a hedge fund manager.
• Excellent New York Times article about a Russian multimillionaire, his hedge fund, and America
• Article on how Russia hedge funds are struggling amid the financial crisis, up to 50% may be forced to close. Here is the article: Hedge Fund Managers in Russia Struggle
• Russia dominates the list of leading hedge funds
• Good summary from Hermitage Capital Management about hedge funds in Russia
• Russia Hedge Funds 2008 Event in Switzerland
• “Russia’s hedge fund managers: The long, the short and the tall”
• A leading investment law group bolsters their Moscow-based team. “(Moscow, Russia) – LAWFUEL – Law Firm Newswire – Akin Gump Strauss Hauer & Feld LLP announced today that partner Burke McDavid has returned to the firm’s Moscow office to head the firm’s market-leading Russian investment funds practice. He was most recently based in the firm’s Dallas office.”
• Informative June 2008 Russian Hedge Fund analysis
• A link to one of the largest and most influential hedge funds based out of Russia
• “Russia Diversified: Hedge Funds Hone In On Growth Story”
• New Russian-focused hedge fund launched by UFG Asset Management
• Green light coming to hedge funds in Russia
• “Russia-focused fund becomes first listing on London’s Specialist Fund Market”
• Another Russian Hedge Fund Event
• An Explosion of Business Schools in Russia
• Alternative Investment Summit Russia 2008
• Singapore-based hedge fund with $1 billion assets to invest in Russian infrastructure
• Article titled “Hijacking the Hermitage Fund”
• Good and informative Question and Answer with Russian hedge fund manager
• DFJ launches the first US-Russia venture fund

- Richard

Subscribe To this Blog via Email | Or RSS

Articles related to Russian Hedge Funds:

1. Australian Hedge Fund Guide
2. New York Hedge Fund Guide
3. Canada Hedge Fund Guide
4. London Hedge Fund Guide
5. Chicago Hedge Fund Guide
   
6. China Hedge Fund Guide
7. Japan Hedge Fund
8. Brazil Hedge Fund Guide
9. European Hedge Fund Guide
10. Singapore Hedge Fund guide

Permanent Link: Russia Hedge Fund

Tags: Russia Hedge Fund, Russia Hedge Fund Guide, Russian Hedge Funds, Hedge Funds in Russia, Hedge Fund Managers in Russia, Hedge Funds in Moscow, Russia, St. Peterburg, Novosibirsk, Nizhniy Novgorod, Yekaterinburg, Samara, Omsk

Hedge Fund Forum

Hedge Fund Forum – HedgeFundMessageBoard.com

As many of you already know there is a growing hedge fund forum connected to this hedge fund blog. To make it easy for you to get there I have purchased HedgeFundMessageBoard.com for this forum and you may now use that domain name to reach this message board on hedge funds.

Since we live in a time of much hedge fund regulation please do not post any performance figures or advertisements on this forum – it should be used to network, share resources, ask questions, announce events and provide feedback for the Hedge Fund Group (HFG) and this blog.

Here are some of the most popular posts on the hedge fund forum to date:

• A List of Hedge Fund Recruiters
• Hedge Fund Group (HFG) Member Introductions
• Hedge Fund Conferences
• Third Party Marketer Requests From Hedge Funds
• Hedge Fund Job Openings
• Largest Hedge Funds Question
• Hedge Fund Marketing Networking
• List of Hedge Fund Seed Capital Groups
• Hedge Fund Internships
• Hedge Fund Sales Question
• Family Office Lists
• Hedge Fund Happy Hour
• Prime Brokerage Resources
• Certified Hedge Fund Professional (CHP) Designation Discussion
• Hedge Fund Group (HFG) Invitation to Join Link
• Discussion Related to Starting a Hedge Fund
• A Debate on fee structures for a hedge fund
• Hedge Fund Education Options
• Investment PR Discussion

- Richard

Subscribe To this Blog via Email | Or RSS

Articles related to Hedge Fund Forum:

1. Hedge Fund Message Board.com
2. Intellectual Property Licensing
3. Hedge Fund Job Listings
4. Hedge Fund Jobs
5. Hedge Fund Managers
6. Commercial Real Estate Brokers
7. Hedge Fund Administrators
8. Investment Research
9. Hedge Fund Group (HFG)
10. Hedge Fund Newsletter

Permanent Link: Hedge Fund Forum

Tags: Hedge Fund Forum, Hedge Fund Forum Greenwich, Hedge Fund Manager Forum, Hedge Fund Trading Forum, Hedge Fund Leadership Forum, Hedge Funds Forum, Hedge Fund Forums, Hedge Fund Discussion, Hedge Fund Institutional Forum

Middle Office Jobs

Middle Office Job & Operations Jobs Available

Just a short note that I’ve posted two new open hedge fund positions to the Finance and Accounting Job section of my Hedge Fund Job Listings page.

The first is a Hedge Fund Operations Associate position and the other is a Hedge Fund Middle Office Associate position. To view both please see this page: Finance and Accounting Jobs.

- Richard

Subscribe To this Blog via Email | Or RSS

Articles related to Middle Office Jobs:

1. Portfolio Management Jobs
2. Finance and Accounting Jobs
3. Compliance Jobs
4. Hedge Fund Jobs
5. Hedge Fund Employment Guide
6. Marketing Sales Jobs
7. Hedge Fund Marketing Job
8. Hedge Fund Job Listings
9. Hedge Fund Recruiters
10. Join the Hedge Fund Group (HFG)

Permanent Link: Middle Office Jobs

Tags: Middle Office Jobs, Middle Office Job, Middle Office Positions, Trade Support Jobs, Back Office Jobs, Back Office Hedge Fund Jobs, Middle Office Hedge Fund Job, Middle Office Job Listings

Hedge Funds in India

Hedge Funds Based in India

More hedge funds which seem to mostly manage over $300M each are establishing a presence in India. Here is an excerpt from a recent article from VC Circle:

A bear market rally on the Indian bourses is attracting a renewed interest from the hedge fund managers. It is now, Stephen Mandel, one of the highest paid hedge fund managers in the world, eyeing the Indian stock markets. Lone Pine Capital LLC, run by Stephen Mandel, and Traxis Partners LLC, are among 56 overseas funds who have registered with market regulator SEBI in July alone to invest in Indian markets, reports Bloomberg.

Interestiongly, this period saw the maximum number of hedge funds registering in India. Samir Arora’s Helios Capital Management Pte is another leading hedge fund that have registered with SEBI. Stonewater Capital LLC was another one. Caxton Associates LLC, an $11 billion fund started by Bruce Kovner, and Daniel Loeb’s Third Point LLC are also among 293 funds approved in India this year. Dubai-based Baer Capital Partners had recently launched Beacon India Alpha Equity Fund, a long/short equity fund.

Why sudden surge of interest? The funds were asked to register in India to invest in indian shares, or given 18 months to sell their holdings. SEBI board will meet today to evaluate the impact of those rules, Bloomberg reported quoting the finance ministry.”

Read the full article by clicking here

- Richard

Subscribe To this Blog via Email | Or RSS

Articles related to Hedge Funds in India:

1. Geographical Hedge Fund Guides
2. India Hedge Funds
3. New York Hedge Fund Guide
4. Canada Hedge Fund Guide
5. Hedge Fund Managers
6. London Hedge Fund Guide
7. Chicago Hedge Fund Guide
8. Japan Hedge Fund
9. European Hedge Fund Guide
10. Dubai Hedge Fund Guide

Permanent Link: Hedge Funds in India

Tags: India Hedge Funds, India Hedge Fund, Hedge Funds in India, Hedge Funds based in India, Fund of Hedge Funds in India, Indian Hedge Funds, Indian Hedge Fund of Funds

Thailand ETF

iShares MSCI Thailand Investable Market Index Fund (THD) and other Thailand Investment Options

In 2002 I visited Thailand for about 5 weeks. Most of the time that I spent in the country was in Bangkok, a city that is estimated to have about 15 Million people. It was quite an amazing city to visit. The people that I met in Thailand were so friendly and hospitable! It was an honor to be able to spend some time there amongst such great people.

In the last couple of months I have started to do a lot of research on Exchange Traded Funds and learned that there is a Thailand ETF that recently became available to investors (inception date of 03/26/2008.) Thailand doesn’t have endless trading vehicles for US investors to use for investing in Thailand, but there are some trading instruments. The iShares MSCI Investable Market Index fund (THD) is one of them. Two other options, (although not ETF funds) for US investors are the Thai Fund Inc. (NYSE: TTF) and the Thai Capital Fund Inc. (AMEX: TF.)

The iShares MSCI Thailand Investable Market Index Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI Thailand Investable Market Index.

*Holdings are subject to change.

You may also review the iShares fund fact page for more information. If you would like more fund details you may find a prospectus on the iShares website.

If you would like to learn more about ETF Funds please see the following ETF Funds Overview. Another great resource is our list of single-country and commodity ETF Funds.

As always, please consult a licensed financial professional before making any investment decisions. Information within this blog is factual information only and is not a solicitation, promotion of any investment strategy, or form of financial advice in any way. The Financial Planner Alliance does not recommend any investment specifically. It intends to provide education on many financial planning and investment trends and options available to investors today.

-Chris

Permanent Link: Thailand ETF

Tags: Thailand ETF,Thai ETF, ETF,ETF Funds, ETF Fund,International ETF

Indonesia ETF: Coming Soon?

It looks as if an Indonesia ETF does not yet exist. Although Indonesia has yet to get its own exchange traded fund (ETF), an alternative would be its closed-end fund (CEF) by the name of Indonesia Fund(IF).

According to Yahoo.com:

“Indonesia Fund, Inc. is a closed-ended equity mutual fund launched by Credit Suisse Asset Management, LLC. It is managed by Credit Suisse Asset Management Limited (Australia). The fund invests in the public equity markets of Indonesia. It makes its investments across diversified sectors. The fund primarily invests in equity securities issued by Indonesian companies across all market capitalizations. It employs a bottom-up stock selection process to create its portfolio, focusing on global and local political, economic, and industry trends. The fund benchmarks the performance of its portfolio against the Morgan Stanley Capital International Indonesia Index. It was formed on March 9, 1990 and is domiciled in the United States.”

We will have to see how the country recovers as it continues to move on from the devastating tsunami of December 2004 that effected every part of its economy.

According to the food and agriculture organization of the United Nations:

“… Economic losses from the earthquake and resultant tsunami were severe, particularly on the West Coast. Agriculture and small traders were seriously affected. Infrastructure to support economic activity (was) devastated and its repair is critical to any rehabiliation effort. Current estimates indicate that as many as 92,000 farms and small enterprises (were) partially or wholly destroyed. Prior to the disaster, these enterprises provided employment for approximately 160,000 people.”

If you would like to learn more about ETF Funds please see the following ETF Funds Overview.

As always, please consult a licensed financial professional before making any investment decisions. Information within this blog is factual information only and is not a solicitation, promotion of any investment strategy, or form of financial advice in any way. The Financial Planner Alliance does not recommend any investment specifically. It intends to provide education on many financial planning and investment trends and options available to investors today.

-Chris

Permanent Link: Indonesia ETF

Tags: Indonesia ETFs, Indonesia ETF, Indonesia Closed-End Funds, Indonesia CEF,ETF Funds,ETFs,ETF

United States ETF: IYY and VTI

Two options for US investors who would like to invest in the US Market via United States ETFs are the Dow Jones U.S. Index Fund (IYY) and the Vanguard Total Stock Market ETF (VTI).

Here is a graph comparison of their performance over the last year. As you can see, their performance is nearly identical (as should be expected.)

Like other single-country ETFs, these two funds are a perfect example of how an investor could invest in a large number of sectors of their target country by buying shares in one of these ETFs.

If you would like more fund information you may find a prospectus on the iShares website. Here are the fund fact pages for IYY and VTI provided by iShares and Vanguard, respectively.

If you would like to learn more about ETF Funds please see the following ETF Funds Overview. Another great resource is our list of single-country and commodity ETF Funds.

As always, please consult a licensed financial professional before making any investment decisions. Information within this blog is factual information only and is not a solicitation, promotion of any investment strategy, or form of financial advice in any way. The Financial Planner Alliance does not recommend any investment specifically. It intends to provide education on many financial planning and investment trends and options available to investors today.

-Chris

Permanent Link:United States ETF

Tags: United States ETF,ETFs,ETF,Dow Jones ETF, Vanguard Total Stock Market ETF

United Kingdom ETF

iShares MSCI United Kingdom Index Fund (EWU)

The only United Kingdom ETF that I could find is the iShares MSCI United Kingdom Index Fund (EWU).

The iShares MSCI United Kingdom Index Fund seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of publicly traded securities in the British market, as measured by the MSCI United Kingdom Index.

Here is a chart of the fund’s performance over the last year:

*Holdings are subject to change.

If you would like more fund information you may find a prospectus on the iShares website. The iShares MSCI United Kingdom Index Fund (EWU) fund fact page is also available here.

If you would like to learn more about ETF Funds please see the following ETF Funds Overview.

As always, please consult a licensed financial professional before making any investment decisions. Information within this blog is factual information only and is not a solicitation, promotion of any investment strategy, or form of financial advice in any way. The Financial Planner Alliance does not recommend any investment specifically. It intends to provide education on many financial planning and investment trends and options available to investors today.

-Chris

Permanent Link: United Kingdom ETF

Tags:UK ETF, United Kingdom ETFs, United Kingdom ETF, International ETF,ETF Funds

Beijing 2008 Olympic Games

Beijing 2008 Olympic Games & Hedge Fund Events

I’ve been watching the Olympics in Beijing this week between consulting meetings and blogging and the number of cultures which all come together for the games in Beijing is impressive. It is truly unique and inspiring.

Watching the Beijing Olympic Games has inspired me to get my ducks in a row and schedule the first series of Hedge Fund Group (HFG) events. I met with a group today over lunch who will be helping me organize and market these to the industry and I hope we can make it valuable to all who attend. These quarterly Hedge Fund Group (HFG) events will be held in Boston and New York (not Beijing, yet).

To begin with these will be relatively low key, meet-and-great cocktail hour platforms for networking. If you would like to be involved in helping choose a location, market the event through your website or invite all the members of your firm please send us an email at Richard@HedgeFundGroup.org and let us know how you would like to get involved. Official event dates will be published both here and on http://HedgeFundGroup.org.

- Richard

Subscribe To this Blog via Email | Or RSS

Articles related to Beijing 2008 Olympic Games:

1. Hedge Fund Message Board.com
2. Hedge Fund Newsletter
4. Hedge Fund Marketing
5. Free Hedge Fund Blog Book

Permanent Link: Beijing 2008 Olympic Games

Tags: Beijing 2008 Olympic Games, 2008 Games in Beijing, 2008 Olympic Games in Beijing, Beijing 2008 Olympic Game, Beijing 2008 Events, Chinese Olympic Games 2008, Beijing 2008 Summer Games, Summer Games 2008

Financial Advisor Marketing

Financial Advisor vs. Family Office Marketing

Today I received this question from a New York based hedge fund marketer.

Question:When marketing to financial advisors for your hedge fund, what necessary steps do you need to take dealing with these guys? Is it any different that dealing with family offices?

Answer: Marketing to financial advisors is much different than marketing to single and multi-family offices. Here are the main differences between the two that I have noticed:

• Family ffices have more established due diligence procedures, often involving consultants or internal analysts which do nothing but look at hedge funds or alternative investment products.
• In my experience financial advisors seem much more sensitive and motivated by how they will earn a commission or income from the transaction whereas many family offices charge rich enoughfees that this is less of an issue.
• While some financial advisors may take 16-24 months to really get “on board” with a relevant hedge fund manager, understand your investment process and possibly invest most will come to terms a bit before then. Family offices on the other hand often take 18-24 months just to complete theirdue diligence and committee meetings, it is a very long sales process.
• Both family offices and financial advisors require genuine relationship-building efforts and tenacity
• Financial advisors have lower minimum asset levels for what they will consider investing. 90% of family offices only seriously consider investing in hedge funds with at least $75M-$100M, and many require $250-$300M or even $1B in assets under management.
• Family offices are more tight lipped. It will take more effort to develop a relationship, meet in person and get clear feedback on why or why a hedge fund is a good fit for what they are looking for.
• Family offices are harder to identify in the first place. Financial advisors are easier to find, there are more of them and they advertise more openly. Some family offices advertise but many stay below the radar and some purposefully don’t even have a website.
• While family offices service to high net worth investors almost exclusively many financial advisors work with a broad spectrum of client types – this might require more caution by them and your fund in marketing products to them. It might also mean sorting through more financial advisors to find one with several HNW clients.
• From a legal standpoint there may be other precautions your fund should take but I am not a legal expert so I can’t provide any guidance within that space.

- Richard

Articles related to Financial Advisor Marketing:

1. Investing Book
2. Family Office Services
3. Family Owned Businesses
4. Family Office Jobs
5. Family Office Consultants
6. Virtual Family Offices
7. Philanthropic Giving
8. Family Office Marketing
9. Family Office Resources
10. Fund of fund

Permanent Link: Financial Advisor Marketing

Tags: Financial Advisor Marketing, Marketing to Financial Advisors, Marketing to Family Offices, Multi-Family Office Marketing, Financial Advisor Marketing Plan

Financial Advisor Marketing

Financial Advisor Marketing Differences Q & A

Today I received this question from a New York based hedge fund marketer.

Question:When marketing to financial advisors for your hedge fund, what necessary steps do you need to take dealing with these guys? Is it any different that dealing with family offices?

Answer: Marketing to financial advisors is much different than marketing to single and multi-family offices. Here are the main differences between the two that I have noticed:

• Family ffices have more established due diligence procedures, often involving consultants or internal analysts which do nothing but look at hedge funds or alternative investment products.
• Financial advisors have lower minimum asset levels for what they will consider investing. 90% of family offices only seriously consider investing in hedge funds with at least $75M-$100M, and many require $250-$300M or even $1B in assets under management.
• Family offices are more tight lipped. It will take more effort to develop a relationship, meet in person and get clear feedback on why or why a hedge fund is a good fit for what they are looking for.
• Family offices are harder to identify in the first place. Financial advisors are easier to find, there are more of them and they advertise more openly. Some family offices advertise but many stay below the radar and some purposefully don’t even have a website.
• While family offices service to high net worth investors almost exclusively many financial advisors work with a broad spectrum of client types – this might require more caution by them and your fund in marketing products to them. It might also mean sorting through more financial advisors to find one with several HNW clients.
• In my experience financial advisors seem much more sensitive and motivated by how they will earn a commission or income from the transaction whereas many family offices charge rich enough fees that this is less of an issue.
• While some financial advisors may take 16-24 months to really get “on board” with a relevant hedge fund manager, understand your investment process and possibly invest most will come to terms a bit before then. Family offices on the other hand often take 18-24 months just to complete their due diligence and committee meetings, it is a very long sales process.
• Both family offices and financial advisors require genuine relationship-building efforts and tenacity
• From a legal standpoint there may be other precautions your fund should take but I am not a legal expert so I can’t provide any guidance within that space.

I recently published a blog post which provided more tips on marketing hedge funds to financial advisors here: Marketing Hedge Funds to Financial Advisors and I have 30 additional articles within the Hedge Fund Marketing Guide section of my blog.

Finally, I run small websites on both third party marketing and family offices which may be of use.

- Richard

Subscribe To this Blog via Email | Or RSS

Articles related to Financial Advisor Marketing:

1. Marketing Hedge Funds to Financial Advisors
2. Hedge Fund Public Relations
3. Marketing to Institutional Investors
4. Hedge Fund Jobs
5. Hedge Fund Managers
6. Sales Motivation
7. Hedge Fund Seed Capital
8. Financial Public Relations
9. Third Party Marketing
10. Investment Sales Jobs

Permanent Link: Financial Advisor Marketing

Tags: Financial Advisor Marketing, Marketing to Financial Advisors, Marketing to Family Offices, Multi-Family Office Marketing, Financial Advisor Marketing Plan, Financial Advisor Marketing Ideas, Financial Advisor Marketing Strategies, Financial Advisor Marketing Systems, Marketing for Financial Advisors

I was recently doing some research and wanted to find a good resource to help you as a financial planner know what a Hedge Fund does and how it is structured. When I was searching I found this great Hedge Fund Video by Mike Gasior that talks about what a Hedge Fund is. Enjoy.

If you know of any other great videos that cover topics like wealth management, private banking, personal financial planning, retirement planning, etf funds or mutual funds I would love to share them with the Financial Planner Alliance community. Please send us an email with a link! christopher.hege@gmail.com

If you would like to learn more about Hedge Funds you should visit this excellent blog by Richard Wilson.

Permanent Link: What are Hedge Funds?

Tags:What are Hedge Funds,What is hedge fund,What is hedge funds,Hedge Funds,Hedge Fund Video

Due Diligence Process

Due Diligence Process Tips by Experts

A panel of hedge fund industry experts gathered at Bloomberg to discuss hedge fund due diligence and educate hedge fund investors on lesser-known difficulties. The discussion emphasizes that there is inherent risk involved in hedge funds, but due diligence can minimize this risk. Barry A. Wintner (director of research at Asset Alliance) says that investors must understand the volatility and danger to avoid worst-case scenarios.

Wintner advocates for choosing seasoned hedge fund managers and thoroughly examining the manager’s past strategies and experiences. He lists important questions to ask when considering a hedge fund manager. The panel discusses operations due diligence, an area that many investors neglect but are critical for hedge fund investors. Another aspect discussed is a thorough method of conducting a background check.

This resource outlines often overlooked due diligence aspects and gives simple tips to correct this. Click here now to view this resource.

- Richard

Subscribe To this Blog via Email | Or RSS

Articles Related to Due Diligence Process

1. Hedge Fund Information
2. Hedge Fund Risk Analysis
3. Hedge Fund Marketing
4. Hedge Fund Jobs
5. Hedge Fund Managers
6. Due Diligence for High Net Worth Clients
7. Institutional Hedge Fund Risk Controls
8. Prime Brokerage
9. Hedge Fund Company
10. FINRA Broker Check

Permanent Link: Due Diligence Process

Tags: Due Diligence Process, Due Diligence Process For, The Due Diligence Process, Due Diligence Process Tips, Expert Due Diligence Process Tips from Experts