Joe Biden

Joe Biden’s Hedge Fund Ties

In an effort to cover the top 2-3 hedge fund centric news stories each day related to hedge funds here’s a piece on Joe Biden’s family and their ongoing legal battle regarding a hedge fund business.

A son and a brother of Sen. Joe Biden Jr. (D-Del.) are accused in two lawsuits of defrauding a former business partner and an investor of millions of dollars in a hedge fund deal that went sour, court records show.

The Democratic vice presidential candidate’s son Hunter, 38, and brother James, 59, assert instead that their former partner defrauded them by misrepresenting his experience in the hedge fund industry and recommending that they hire a attorney with felony convictions.

The legal actions have been playing out in New York State Supreme Court since 2007, and they focus on Hunter and James Biden’s involvement in Paradigm Companies LLC, a hedge fund group. Hunter Biden, a Washington lobbyist, briefly served as president of the firm.

A lawsuit filed by their former partner Anthony Lotito Jr. asserts in court papers that the deal was crafted to get Hunter Biden out of lobbying because his father was concerned about the impact it would have on his bid for the White House. Biden was running for the Democratic nomination at the time the suit was filed.

Hunter Biden was made president with an annual salary of $1.2 million, despite his inexperience in the hedge fund industry, the lawsuit said. Before that, he had been part of the Washington law firm Oldaker, Biden & Belair, which earned $1.76 million in lobbying revenue in the first half of 2006, according to Congressional Quarterly’s CQ MoneyLine. One of its biggest clients is the National Association of Shareholder and Consumer Attorneys, a District-based group representing law firms specializing in investment and corporate law….Read the rest of this article here.
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Update: Here is another article excerpt on Joe Biden:

According to Joseph Biden, the hedge fund industry and private equity deserve the blame for the global credit crisis.

The Delaware senator and running mate of Democratic presidential nominee Barack Obama made that assertion in a primary debate last year when he was himself running for president. Obama, a senator from Illinois, is running for president against Arizona Sen. John McCain.

During that debate Biden, named vice president on the Obama ticket over the weekend, characterized the hedge fund industry and private equity as “no transparency, no accountability.” Read the full article here.

- Richard

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SageCrest

SageCrest LLC Hedge Fund

The following piece on SageCrest LLC Hedge Fund is being published as part of our daily effort to track hedge fund events in the industry. To review other hedge fund related announcements please see our Hedge Fund Tracker Tool.
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Aug. 25 (Bloomberg) — Deutsche Bank AG, Germany’s biggest bank, has been trying to collect $107 million loaned to bankrupt units of the SageCrest LLC hedge fund, according to court documents.

SageCrest Holdings Ltd., a Bermuda-based unit that filed for bankruptcy protection Aug. 20, said it had about $100 million outstanding under a credit facility with Deutsche Bank. SageCrest II LLC, a Greenwich, Connecticut-based fund, sought bankruptcy protection Aug. 17 after the bank told it to sell assets at a discount to pay a $7 million loan, said the fund’s lawyer, Bill Brewer of Bickel & Brewer.

Deutsche Bank told SageCrest management that it “simply wanted the debtors to liquidate their assets as quickly as possible to pay all amounts outstanding on the credit facilities,” the hedge fund said in papers filed Aug. 22 in U.S. Bankruptcy Court in Bridgeport, Connecticut.
SageCrest specializes in making secured loans to smaller companies in financial, life-insurance and mortgage businesses that can’t get money from “traditional sources,” according to court documents. For the full story please see this link.

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Who can Invest in hedge funds?

“Sophisticated investors” invest in hedge funds. These investors do not need the protection that comes with the regulations on mutual funds. These wealthy individuals must pass either an accredited investor test or a qualified purchaser test.

An Accredited Investor is an individual who either:
a.) has a net worth greater than $1 million.
b.) has an income in the past two years that exceeds $200,000/year, and expects to continue this way.
or c.) holds assets greater than $5 million.

A Qualified Purchaser is either:
a.) an individual that owns at least $5 million in investments.
b.) a family-held business that owns at least $5 million in investments.
c.) a business that has discretion of at least $25 million in investments.
d.) a trust that is sponsored by qualified purchasers.

- Richard

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This Investment News article explains the new level of due diligence that some investors are incorporating in their hedge fund selection process. It is common knowledge that that assets directed toward hedge funds will likely continue to grow, but individual hedge funds will fail. For investors, this is a key point to understand and creating a good request for proposal is a critical step in selecting a hedge fund. The request for proposal process helps investors understand a hedge fund’s history and strategy so that the investors have a better basis for investigating the hedge fund.

The article refers to a recent report which revealed that of the more than 100 hedge funds surveyed half failed because of operational problems. The report’s warning to investors is: “Expanding due-diligence and monitoring practices to understand `back-office’ capabilities can make a big difference in preventing or avoiding these failures.” This article shows that investors are becoming more thorough in the selection process by going beyond a simple background check. Hedge funds may resist greater disclosure to hedge fund investors but in the end the bottom line is that hedge funds need investors and investors are requiring more rigorous request for proposal processes and they are sending out more frequent RFPs overall.

- Richard

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South Africa Hedge Fund

Guide to Hedge Funds in South Africa

Here is a short collection of articles on the hedge fund industry in South Africa. 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 latest edition of Doing Business with South Africa is a uniquely authoritative source of economic data and business information. The guide reviews business conditions in the new South Africa, the changing local and provincial governments, the restructuring of competition policy and the exchange control outlook. It also discusses the potential opened up by privatization and the practicalities of entering into joint ventures. Read More…
• “A hedge fund is a vehicle that houses traditional and alternative investments against equities, bonds and credits” Cannon Asset Managers’ chief investment officer Adrian Saville says during volatile times investors often rush into hedge funds seeking protection. “But these have proved to be almost as volatile as equity markets with much lower rates of return. The experience of January 2008 comes to mind, when stock markets around the globe traded lower and hedge funds saw losses in that month too,” he says. Read More…
• South Africa is a strong, rapidly growing commodity-based economy based upon mining, agriculture and manufacture – but with a strong tradition of financial services and trading sophistication. As a result, it has developed animpressive and fast-growing hedge fund industry. Read More…
• South African Hedge Funds – Article posted here on this blog earlier this year.
• Six of South Africa’s top performing hedge funds were recognized for their achievements at the second annual Old Mutual Symmetry Hedge Fund Awards in Cape Town last night. The winners were picked from 21 eligible hedge funds that participated in the qualifying SYmmETRY Multi-Manager Hedge Fund Performance Survey.
• During March the Financial Services Board, together with the South African Chapter of AIMA and the Association of Collective Investments, issued a joint discussion paper calling for comment on the regulation of hedge funds in South Africa.1 The publication of the joint discussion paper was the culmination of lengthy discussions, in which the executive of the South African Chapter of AIMA played an integral part.
• In August 2007 the FSB, in cognizance of the many inexperienced hedge fund managers operating in the South African market, introduced Regulations under the Financial Advisory and Intermediary Services Act, 2002 (FAIS) governing the managers of hedge funds and funds of hedge funds. Read More…
• African Hedge Funds – Short post on various African hedge fund resources
• The South African private equity industry recorded total funds under management of R41.5bn at the close of 2003, a ten per cent increase on the previous year, according to KPMG and the South Africa Private Equity and Venture Capital Association. A total of 50% of third party funds raised during 2003 have been sourced from South Africa and 48% from Europe
• South Africa’s hedge fund market has been hampered by strict limits on the amounts pension funds can invest, but Willem van der Merwe of African Harvest Alternative Investment believes anticipated changes in the rules later this year could give the local hedge fund industry a boost
• This latest Hedgeweek Special Report on South Africa’s Hedge Fund Service (2008) contained numerous articles on SA’s hedge fund industry for readers to download. The discussed topics varied from its growth potential to its regulatory environment to its fund servicing role globally. A must-read as an introduction of SA’s hedge fund industry. Read more…
• South Africa: A new hedge fund market emerges. An excellent overall guide that introduces South Africa’s hedge fund industry, its regulatory environment, institutional investors, and various other topics. Read more…
• South African Hedge Fund Industry Grows by Stealth. This brief article analyzed the growth potential of hedge fund industry in South Africa by looking at its potential market size, macro-economic environment and regulatory policies. Read more…
• Benchmarking South Africa’s Hedge Fund. This website features a latest Hedgeweek Special Report on South African Hedge fund Industry in 2008. Some of the questions would be answered by this report are: How attractive are South African hedge funds as an investment opportunity? And is your fund or fund of funds outperforming or underperforming? Read More…
• Fast-growing bustle in the hedgerow. The size of the hedge fund industry in South Africa has trippled over the past three years – in terms of both assets under management (around R18bn) and the number of funds (more than 100). This article will analyze how did all these growth take place and how would it continue in the near future with broader acceptance from local investors.
• South Africa’s Hedge Fund Industry Poised for Lift-off. This article analyzed the current growth trend of South Africa’s hedge fund industry, and how the change in region’s current restrictive rules and increase in local investors’ sophistication would stimulate the growth of hedge fund in SA. Read more…
• A Comparison of South African Hedge Fund Risk Measures. This academic paper discussed the development of a more effectively discriminatory hedge fund performance measures for accessing the risk and return performance of South African hedge funds. Read more…
• This article discussed how the recent subprime crisis and the global economic downturn would affect the South Africa’s economy and its hedge fund industry. Read more…
• This excellent article provides a brief but yet comprehensive overview of the regulatory landscape for hedge funds in South Africa. Read more…
• This article provides a brief outline of the hedge fund regulation in South Africa, with discussion on various provisions of its Financial Advisory and Intermediary Services Act passed on 2002 (“FAIS Act”), and on August 2007 (“the Hedge Fund Regulation”). Read more…
• This article discusses the issue of tax exposures for foreigners that are investing South Africa’s funds. Read more…

Hedge Fund Jobs in South Africa

• List your hedge fund jobs here by emailing Richard@HedgeFundGroup.org

Hedge Fund Conference in South Africa

• List your hedge fund conference here by emailing Richard@HedgeFundGroup.org

- Richard

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Boston Hedge Fund Guide

A Guide to Hedge Funds in Boston, MA

Here is a short collection of articles on the hedge fund industry in Boston, Massachusetts. 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.

Please click here to access a list of hedge funds in Boston which contains full contact details.

Boston Hedge Fund Resources:

• This short Powerpoint Presentation provides a comprehensive regulatory overview for operating hedge funds in the U.S., with emphasis on the State of New York and Massachusetts. The presentation covers the areas from SEC Compliance issues to Soft Dollar to Market Timing.
• Article: James Pallotta, Boston’s highest-paid hedge fund manager told investors in his $8.5 billion Raptor fund Friday that some of the investments in the fund were “simply crushed” by the market turmoil of the past month, losing $400 million in a matter of weeks and leaving his investors with an 8 percent loss so far this year.”
• Article: Both Boston hedge funds Raptor Capital Management and Noble Partners have announced that they are shutting down and returning capital to their investors. The hedge fund managers explained that poor performance has caused them to close the funds although they may open new funds in the future.
• Article: When Jeffrey Larson, a Boston hedge fund millionaire, visited a classroom of students at his alma mater last year, he picked up a marker and diagrammed a low-risk strategy for maximizing profits when investing in company stocks and bonds. At the time, Larson’s investment strategy was working, with a 16 percent return from June 2005 to June 2006, nearly double what stocks returned in that period. But a month ago, Larson’s supposedly seaworthy $3 billion hedge fund at Sowood Capital Management in Boston abruptly foundered in turbulent debt markets.
• Contact details for hedge funds based in Boston and MA – List Directory of Hedge Funds in Massachusetts
• Groton School, which educated Franklin D. Roosevelt and other U.S. luminaries, got a tough lesson in hedge funds last summer when Sowood Capital Management collapsed. This underscores how Boston-area prep schools have exposed a bigger slice of their endowments to the same type of investments that have caused Wall Street’s credit implosion.
• The Third Annual Boston Open Your Heart to the Children Benefit that will take place on Thursday, November 13th, at 5:30 PM at the State Room, located at Atop Sixty State Street Boston, MA 02109
• There are certain things you just shouldn’t do as an investor: chase performance, jump out of good mutual funds because they’ve momentarily cooled, or try out the latest “hot” investing fad. Yet each of those things is exactly what Massachusetts’ state pension fund is doing. It could be that the $50.6 billion fund is doing the right thing for the wrong reasons, but you might want to check your own assumptions so you don’t find yourself in a similar situation.
• A natural-gas deposit deep beneath parts of Arkansas, eastern Texas and northwest Louisiana is the focus of the latest U.S. energy boom, with hedge funds betting on the three companies vying to develop the area. Clough Capital Partners of Boston has invested in all three companies.
• Asset Management in Boston – Short blog post put out last year on the asset management industry in Boston.
• As hedge funds snap up more shares of newly listed companies, they are diluting a handful of mutual funds’ ability to set prices for initial public offerings, senior bankers told the Reuters Hedge Funds Summit on Thursday. Sometimes blamed for prompting market declines by using trading techniques that are off limits at most mutual funds, hedge funds are now getting some select praise for the role they play in the IPO market.
• A growing number of top portfolio managers are abandoning mutual funds and heading for the greener pastures of hedge funds, lured by the prospect of enormous wealth and the freedom to invest as they like. “The hedge funds are absolutely going after the best and brightest in the mutual fund industry,” says Alex Thomson, a financial services recruiter at Whitehead Mann Group in Boston.
• Jeffrey Larson’s new hedge fund has a name. The founder of now-defunct Sowood Capital Management has reportedly teamed up with Sowood alumna Megan Kelleher to form Larson/Kelleher Capital Management.
• Massachusetts won’t Go It Alone in Hedge Funds. Over the years, the Mass. State Pension fund has been seeing superb result from investing in the fund of the hedge funds, but has now thinking about to cut out the middleman and make the hedge fund investment directly.
• SEC Filings show Boston is a Leader in Hedge Funds. As of data of 2006, federal filings show that Massachusetts financial firms help manage more than $150 billion in hedge funds and other private investments, which is about 10 percent of the $1.5 trillion that’s held in private funds nationwide, estimated by the SEC.
• Massachusetts Uses a Rotten Apple to Make Its Case for Hedge Fund Regulation. Massachusetts legislature is trying to gain appeal in setting a law that would place local hedge funds under close governmental regulation.
• Hedge Funds are Moving in on Biotech. Massachusetts’ life sciences sector, a darling among politicians and local economic-development leaders, is also proving a favorite among hedge funds and other activist investors hunting for fast profits. Many funds are started to turn venture capitalists and held monetary stakes in these promising new startups.
• In a Dim Year, 2 Massachusett’s Funds Shine Bright. During the year of market turmoil and subprime crisis lingers on, Harvard University’s endowment and the Massachusetts State Pension funds are still replying with strong result. Both of them have their funds managed by the local-run hedge fund groups.
• James Pallotta, a Boston-based world renowned fund manager, vice chairman and managing director of U.S. public equities at Tudor Investment Corp., is leaving the giant hedge fund firm and plans to launch the Raptor Global Funds unit he runs as a separate business, according to a letter Tudor sent to investors this week.
• Massachusetts probes UBS hedge Fund “Hotel”. Mass. Secretary of State William Galvin has subpoenaed UBS over whether its Boston “hedge fund hotel” charges fees that may create conflicts of interest and harm investors. UBS and other banks lease space to start-up hedge funds and provide receptionists and other support, with hopes that in time these funds will grow into bigger, lucrative customers.

Job Opportunities

• List a Switzerland based hedge fund job here by emailing Richard@HedgeFundGroup.org. Please see our current Job Listings for hedge funds looking to hire professionals right now.

Seminars & Conferences

• Please email Richard@HedgeFundGroup.org to promote a local conference within this region.

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Charity Fundraising Event

Roctoberfest – Charity Fundraising Event

Below please find details on Roctoberfest, an upcoming hedge fund charity fundraising event in New York City.

The Fifth Annual Hedge Fund Rocktoberfest will be held on Thursday, October 16th at the Hammerstein Ballroom in New York City, from 6 pm onwards. Each year our banner event has attracted more people, more performers, more sponsors and more media – Rocktoberfest has become a barometer of A Leg To Stand On’s own growth and effectiveness. For more information please click here.

- Richard

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Weak Dollar

Weak US Dollar – Video Post

Here is a quick video on foreign currency exchange, and why a weak US Dollar can benefit some large multi-national corporations. This is a very simple easy to understand video on this issue.

- Richard

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Hedge Fund Investment Mistakes

Top 4 Hedge Fund Investment Mistakes

There are many good and bad reasons to invest in hedge funds. Below are 4 of the most common hedge fund investment mistakes that I see or hear talked about by hedge fund managers, family offices and financial advisors. Each of these points are cautions on not any form of financial advice or recommendation recommendations on investing with any particular hedge fund strategy.

1. Investing based on emotions, market heights and excitement. Investing based on a hunch or short term trend can help find new ideas or hedge fund managers with unique perspectives but without thorough due diligence can lead to working with sub-par managers.
2. Chasing high returns. Many un-experienced Investors don’t ask themselves often enough – at what risk were those returns gained? What risks am I comfortable in taking on? Etc. This is why a wealth management firm or family office or consultant can be critical to making sure you are making wise investment choices for your unique situation, goals and needs.
3. Investing with friends – Many times you may not see the forest while being asked for money from a friend. The truth is that many hedge funds do not survive in the long-term. They are not asking to borrow a book, this is your hard earned money. If you can’t afford to lose the money you might not want to invest it in a hedge fund or at least a friend’s hedge fund at all.
4. “Hedge Fund Rich” – Thinking that a single – all eggs in one basket bet is going to make you rich. This rarely happens, the average hedge fund does beat the S&P but is far from returning the types of returns you sometimes read about in the papers. The most popular mainstream media outlets like to focus on the extreme because it sells newspapers, it draws eye balls. Most hedge fund managers are not frauds and most do not return 56% returns for their investors. Make sure and conduct industry-wide research from Databases and not just WSJ articles and coffee table talk with friends. Thorough due diligence and hard numbers trump all opinions.

- Richard

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Quick Link: List of Hedge Fund Prime Brokers

FinAlternatives recently completed a great prime brokerage survey/report where they discussed how the highly-publicized hedge fund blowups, the Bear Stearnes collapse and the mortgage crisis have forced the prime brokerage industry to adapt more diligence in hedge funds’ risk exposure and leverage. Institutional investors are increasingly demanding hedge funds to have greater transparency, and hedge funds have passed much of this responsibility to prime brokers. Hedge funds are now employing multiple prime brokers and are more demanding of the services the brokers offer.

Many of the larger hedge funds hoping to minimize exposure are moving fully-paid assets from prime brokers to banks. The larger hedge funds cut third-party risk by financing long positions exclusively through a bank. On the other hand, smaller and mid-size hedge funds are struggling to secure lending and prime brokers. It is especially difficult for small single-strategy hedge funds to find a prime broker, as prime brokers favor the diversified multi-strategy funds.

Recent turbulence in the hedge fund industry has led investors to demand greater transparency of managers. Managers have relayed this responsibility to prime brokers, who have evolved to provide improved risk analytics and add more services to their clients.

- Richard

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Foreign Currency Exchange

Foreign Currency Exchange Trends Video

Here is a quick video on foreign currency exchange, and why a weak US Dollar can benefit some large multi-national corporations. This is a very simple easy to understand video on this issue.

If you are viewing this post via my daily hedge fund newsletter please click here to watch the video now.

Tired of reading articles? Watch more videos like this one above within the Hedge Fund Videos Directory.

- Richard

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Economic Crises

Economic Crises – Video Post

Below is a short video on the economic crises, trends affecting the economy and how the US government recently bailed out Bear Stearns. Much of this talk refers to the need for the economy to pull back in order to grow in a healthy way in the future.

- Richard

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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.

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Global Macro Hedge Fund

Global Macro Hedge Fund Guide Update

I have just updated the guide to the Global Macro Hedge Funds with the help Sharini Kulasinghe. This updated guide can be found within the Hedge Fund Strategy Guide here on my site. The update includes a more detailed description and introductions to relevant resources including:

• White Papers
• PowerPoint Presentations
• Books
• Blogs
• Consulting/Research Firms

Click here now to view the new Global Macro Hedge Fund Strategy Guide

- Richard

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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.

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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.

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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

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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

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Texas Hedge Fund

Guide to Hedge Funds in Texas

Texas continues to grow as a hub of hedge fund activity. It is one of the top 10 states in terms of hedge fund assets under management and total number of hedge funds in operation.

If you are looking for a directory or list of hedge funds in Texas please see this article: Directory List of Hedge Funds in Texas | Dallas Houston.

Below is a short collection of articles on the hedge fund industry in Texas. 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.

• A short list – providing a sample of names of hedge fund managers in Texas.
• Another great list of hedge funds in Texas, this one for sale. Access it by clicking here here.
• The Texas Hedge Fund Association, a good starting place
• One of the largest and most influential hedge funds in Texas
• Another excellent resource, starting point, for hedge funds and their energy ties
• Excellent broad, comprehensive overview to Hedge Funds in Texas
• Article: Texas hedge fund manager faces tough justice
• Excellent New York Times article about a Texas bankruptcy case
• Another story of a Texas hedge fund facing the justice system
• Very interesting article about “a homespun hedge fund”
• Hedge fund seeks $100 Million in investments
• Texas Hedge Fund MBA Symposium
• Hedge Fund jobs in the Texas area
• Hedge funds make for painful bankruptcies
• Another article detailing the rise of an Austin-based hedge fund
• Calling out Carl Icahn

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Tags: Texas Hedge Fund, Hedge Fund in Texas, Texas Hedge Funds, Hedge Funds in Texas, Hedge Fund Manager in Texas, Hedge Fund Managers in Texas, Hedge Fund Dallas Texas, Texas Hedge Fund Association, Austin Texas Hedge Funds, Hedge Fund Houston Texas, Forth Worth, El Paso, Arlington, Corpus, Plano, Garland, San Antonio

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

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Family Offices in America

American Family Offices

The following is a list of family offices in the United States which have elected to be included within this service provider directory. Please feel free to reach out to the firms below to inquiry about their family office wealth management services.

To get a list or database of family offices please complete our form here: Family Office Databases

Family Office #1: If you would like to add your family office to this list of American family offices please send an email to Richard@HedgeFundGroup.org

If you would like to add your family office to this list of family offices in the US please send an email to Richard@HedgeFundGroup.org

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Below is where the future listing of investment consultants will be listed who serve the family office industry. If you would like to have your firm listed below please email us at Richard@HedgeFunGroup.org.

Atrato Advisors LLC is a boutique consultancy specializing in hedge fund research and portfolio management advisory services for institutional and high net worth clients. Atrato leverages its diverse investment research pedigree, deep experience across the entire range of strategies and sectors, and strong international investing background to create highly a structured approach to its advisory mandates. Atrato places a heavy emphasis on thorough due diligence and risk management in creating highly customer-specific alternative investment programs. For more information visit http://www.atratoadvisors.com or contact Brian Reich at 212-582-2200 or breich@atratoadvisors.com.

Tags: Investment Consultant, Investment Consultants, Investment Consulting, Investment Consultancy, Investment Management Consultants, Investment Management Consulting

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Investment Consultants

Directory of Investment Consultants

FundAdvisor LLC: Fund formation, legal, operational and regulatory risk consulting firm to both small and large hedge funds. We are distinguishable from most law firms and consulting firms since we have an in-depth and holistic hedge fund skill set. Provide proactive, top tier and customized analysis, solution or execution on all facets of hedge fund: pre-launch, marketing strategy, formation, counter-parties, infrastructure, best practices or benchmark operational and risk management processes and controls, compliance, portfolio management trading controls, valuation, due diligence, business strategy and growth. Improve operational efficiency, mitigate compliance, operational and reputational risk from pre-launch, formation and growth. Better managed firms have a competitive advantage and produce better returns.

Our principal, Gary Mair is a highly experienced and accomplished business, operational and hedge fund securities attorney. Former GC, CCO and executive to two leading global alternative asset management firms (AUM $700Bl), and a consultant to start-up hedge funds and large alternative asset management firms. A team of professionals with advanced qualifications and deep specialist skills. For more information please visit our website at www.hfundadvisor.com or contact Gary Mair @ gmair@hfundadvisor.com or (203) 653-7159.

Investment Consultant Profile #2 – Coming soon…If you are an investment consult or run an investment consulting firm and would like to have your bio or firm profile listed here please email me at Richard@HedgeFundGroup.org.

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Sales Motivation

Sales Motivation Video

Here is a great video from Gitomer on Life Long learning. I agree with him that if you are not in a job you love or are passionate about you will lag behind everyone else, only put in what is required and never excel or reach your full potential. It also seems to be true that a daily commitment to investing one hour a day to reading, learning and improving yourself pays off within a very short amount of time.

If you are viewing this by email via my daily daily hedge fund newsletter please click here now to view this video.

Tired of reading articles? Watch more videos like this one above within the Hedge Fund Videos Directory.

- Richard

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