Private equity and hedge fund managers impacted along with state public pension plans Effective Jan. 1, 2017, California’s newly enacted “fee disclosure law” will significantly increase fee disclosure compliance requirements on state public pension (SPP) plans, as well as the private equity and hedge fund managers that seek their capital. The disclosure requirements are extensive…
What is a passive foreign investment company (PFIC) and why is it important? To stem a perceived abuse, Internal Revenue Code §§ 1291 to 1298 were enacted in 1986. Without them, a U.S. shareholder of a foreign corporation holding investment-type assets generating current ordinary income such as interest, dividends, royalties or rent could potentially convert…
The amount of assets under management by sovereign wealth funds will continue to rise, according to a recent survey of New York Hedge Fund Roundtable members, while the majority of members are more afraid of cyber security hacks than the possibility of being audited despite increased regulatory oversight. Read More
Managed account platforms allow institutions to broaden out their hedge fund allocations and invest in emerging managers with confidence, thanks to the strong operational controls they provide. At a time when some of the larger established names have suffered performance issues, diversifying into a wider mix of unknown managers is becoming of strategic import to…
Alternatives currently represent over $12 trillion in assets under management, while assets in liquid alternatives are growing rapidly. The CAIA Association Mission: Establish the CAIA designation as the benchmark for alternative investment education worldwide Promote professional development through continuing education, innovative research and thought leadership Advocate high standards of professional ethics Connect industry professionals globally…
Agecroft Partners presents Gaining the Edge – Hedge Fund Investor Leadership Summit December 7, 2016, NYC Join 600 hedge fund investment professionals including 300 of the world’s most influential investors in hedge funds to have candid, robust comments, and debates about various ways to enhance the risk-adjusted returns of a diversified hedge fund portfolio. Unlike…
CTA Expo is a unique forum for money raisers and asset allocators to meet and discover Commodity Trading Advisors and promote managed futures investing. From dedicated presentations to opportunities for networking, CTA Expo provides a forum for allocators and CTAs to do business. For details and register please go to this link.
Hedge funds are increasingly paying attention to operational alpha as the costs of complying with heightened regulations and the lingering low interest rate environment crimp returns, according to a new survey by the New York Hedge Fund Roundtable (NYHFR). Read More
November 02, 2016 The Marcum Alternative Investment Manager Forum is designed to educate fund managers on the verge of SEC registration about how to institutionalize their businesses and how to attract investors. Presented by Marcum’s Alternative Investment Group, the forum will feature panel discussions moderated by industry leaders and will also give managers the opportunity…
Hedge fund managers are investing into technology in order to solve regulatory and operational issues as well as to carve out competitive advantages, according to the 2016 KPMG/AIMA/MFA Global Hedge Fund Survey. Read More
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