Fri, Sep 19, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

20% of marketing presentation should be dedicated to investor education - Eze Castle Integration

Friday, December 17, 2010

From Kirsten Bischoff, Opalesque New York:

The "how to dress" manual, circulated to UBS bankers this week, may seem humorous, but the premise, that "looking the part" is half of the secret to success in the financial world, was really a large part of asset raising "best practices" for most hedge funds up until three years ago when funds were still rolling into the industry at a clip of $10-$20bn a month. But now, post financial crisis, more investors are digging below the surface during due diligence. Yet surprisingly, some managers still do not realize the depths to which potential investors expect the operations of a hedge fund management firm to be planned.

"There has been a paradigm shift in due diligence," said Paul Chain, President of AIS during a webinar hosted by technology firm Eze Castle Integration. "Due diligence is an industry, it's not just a hobby any more. The process is still evolving and in my opinion it is not yet where it needs to be in terms of some of the issues we have to deal with and some of the issues that investors are concerned with."

The webinar also included insights from Jason Scharfman, Managing Partner at due diligence firm ......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. SEC charges 19 investment firms and one trader for breach of Rule 105[more]

    Benedicte Gravrand, Opalesque Geneva: The Securities and Exchange Commission (SEC) started a push to enhance the enforcement of Rule 105 of Regulation M last year to uncover hedge funds and private equity firms that have illegally participated in an offering of a stock after short selling it duri

  2. Fund managers, bullish on Europe, anticipate monetary policy separation of Fed and ECB[more]

    Komfie Manalo, Opalesque Asia: At least 202 fund managers with $556bn of assets under management said that while the European Central Bank (ECB) has eased its monetary policy that sent sentiments towards Europe to pick up, the Fed is expected to hike its rate in the spring of 2015. Investor

  3. News Briefs - Limited partners of investment managers may be subject to self-employment taxes, Just one week left until NYC's Rocktoberfest[more]

    Limited partners of investment managers may be subject to self-employment taxes On September 5, 2014, the Internal Revenue Service (“IRS”) issued Chief Counsel Advice 201436049, concluding that members of an investment manager were subject to self-employment taxes with respect to their e

  4. Institutions - Adviser's faith in hedge funds unshaken by CalPERS' move Advisers weigh in on CalPERS’ decision, Gina Raimondo sees no reason to follow California’s lead, exit hedge funds, Danish pension funds step up 'alternative investments'[more]

    Adviser's faith in hedge funds unshaken by CalPERS' move From WSJ.com: Financial advisers who use hedge funds in their clients' portfolios say they aren't rethinking that approach after a huge California pension fund announced plans to exit the hedge-fund market. The decision by the Cali

  5. Short Selling - Notorious U.S. short-seller targets Alibaba[more]

    From Wantchinatimes.com: A notorious American short-seller appears to have "targeted" Chinese internet giant Alibaba on the eve of its historic public listing on the New York Stock Exchange, reports Chinese web portal Hexun. Alibaba's highly-anticipated listing on Friday could potentially be the big