From the category archives:

Basics

Selecting the Right Prime Broker

April 6, 2011

One make-or-break decision anyone starting a hedge fund has to face is who to tap as a prime broker. Pinning down a skill set for this role can prove challenging because one size — or even a dozen — doesn’t fit all. You can’t bring the prime broker’s role in-house and closely control it, and [...]

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Prime Brokerages Assisting With Hedge Fund Marketing

March 28, 2011

The good news is that the hedge fund industry is about to surpass its high water mark of roughly $2 billion in assets sometime during 2011, reports the Financial Times. The bad news is that the turmoil of the past two years has left the fund industry permanently scarred. Investors, particularly the large institutional investors [...]

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Getting Your Money’s Worth from Hedge Fund Attorneys

March 2, 2011

Let’s be clear about what you’re getting from when you hire a hedge fund attorney: somebody to write your offering memo. Other miscellaneous legal matters always come up, but that’s basically it. It’s boilerplate stuff. Lawyers “play a somewhat lesser role than some of the other key service providers in the success of the hedge [...]

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How to Assemble Your Hedge Fund Team

January 27, 2011

Starting a hedge fund is the ultimate small business launch: low barriers to entry, loose regulation and, if you know what you’re doing, transcendent profitability. But, like any other entrepreneur, the fledgling hedge fund manager needs to understand how and when to bring in the pros. Everybody has skill gaps. Nobody can be in two [...]

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Hedge Fund Marketing and Prime Brokers

December 20, 2010

Until recently, hedge funds that lacked the resources to hire their own marketing teams often relied on small, independent third-party hedge fund marketing companies to introduce them to big investors. But that’s changing rapidly, according to a recent article in Investment & Pensions Europe. In the last few years, large prime brokers are muscling into [...]

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Starting a Hedge Fund – Determine Your Investment Strategy

November 30, 2010

So you are starting a hedge fund. You’ve just thought up a cool fund name, filed your LLC paperwork, asked your rich uncle for some seed money and had business cards printed up saying you’re the president and chief investment officer of your very own hedge fund. Congratulations. But you’ll probably be back on Merrill’s [...]

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Hedge Fund Marketing for Small Funds

November 9, 2010

Here is an interview with Alex Bentley, a partner at Coronado Investments, LLC, a third party marketer. He shares his thoughts on the importance of third party marketing and provides some hedge fund marketing insights for smaller firms. HFMA: It’s a tough time for raising funds, especially for new funds and smaller funds.  What steps [...]

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Keep Your Hedge Fund Pitch Book Simple

November 2, 2010

When it comes to fund raising, one key piece of the process is the hedge fund pitch book. While some have questioned the need for such a document, it doesn’t change the fact that majority of hedge fund investors expect to see a formal presentation. The value of a hedge fund pitch book is not [...]

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Changes in Third Party Marketing – Chip Perkins Interview

September 23, 2010

Recently we had the opportunity to speak with Chip Perkins, Founder of Perkins Fund Marketing, a third party marketing services firm. He provided some perspective on how third party marketers are adding value in an industry that has changed significantly in the past couple years. HFMA: Third party marketers have been described as independent sales [...]

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Flying Kites in a Storm – The Value of Hedge Fund Standards

August 24, 2010

In a time of increased redemptions and closures, the hedge fund industry is facing difficult challenges. How to retain and raise assets has become a widespread concern on both sides of the Atlantic. Hedge fund standards are an important element in this conversation. In the face of this commercial challenge lies the reality of imminent [...]

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