<< A SQUARE archive sorted by date
<< A SQUARE archive sorted by category
[16Jan13] [Life Settlements] A SQUARE 16 Jan 2013Investing in the U.S. life settlement market - Traymar Capital
[14Jun10] [Life Settlements] A SQUARE 14 Jun 2010Investing in the life settlements market
[01Oct09] [Life Settlements] A SQUARE: Developments in the life settlement marketMarket overview, regulatory changes and investment opportunities in the field of life settlements
[28May09] [Life Settlements] Due diligence - an in-depth medical analysisTypically we are asked to examine high value policies - i.e. greater than USD 3mn; as within senior life settlements, this is where the investor focus has tended to be.
[23Apr09] [Life Settlements] Insights on Life Expectancy ConvergenceEventually, we believe the only players in this industry; will be those that pursue a hold-to-maturity strategy when purchasing the policies
[09Apr09] [Life Settlements] Structural changes and how investors need to position themselvesWe have observed a shift in the life settlement market: from one that was largely broker driven to one that is now investor driven.
[26Feb09] [Premium Financing/Life Settlements] Premium Financing/Life Settlements FundExploits the inefficient pricing of life insurance policies on seniors, Engages in direct financing of life insurance premiums on newly issued policies for a period of 27 months - loan based lending
[22May08] [Life Settlements] What is life insurance premium financing?Premium finance and life insurance have not traditionally been associated with one another - however, the premium financing of life insurance is a viable option.
[01Apr08] [Life Settlements] Life Settlement SecuritisationSecuritised life settlement portfolios have in the past produced double-digit returns.
[13Feb08] [Life Settlements] A fund that invests in life settlementsTrade Endowment Policies, TEPs - are still available to investors at a deep discount from their expected maturity values
[24Jan08] [Life Settlements] Longevity and mortality index based swapsRealised life span differs from expected lifespan - resulting in a price change in the asset or liability
[05Dec07] [Life Settlements] Expertise on life settlements: chances and challengesMost of the insurance companies have grown to realise that the life settlement industry is a recognised industry that is here to stay
[21Aug07] [Life Settlements] AA Life FundFund of funds that invests in US life settlements
[06Feb07] [Life Settlements] Life SettlementsDrawing on 30 years of experience and expertise
Bailey McCann, Opalesque New York: The tax treatment of derivatives can have a profound impact on business decisions for fund managers in South Africa, according to the delegates at the recent Opalesque South Africa
Komfie Manalo, Opalesque Asia: The expansionary measures announced last week by the European Central Bank (ECB) to reflate the region’s economy pushed positive gains for CTAs and global macro strategies. Lyxor Asset Management said that the move has positive implications for hedge funds and was m
Komfie Manalo, Opalesque Asia: The U.S. Securities and Exchange Commission (SEC) has joined the chorus in asking the 2nd U.S. Circuit Court of Appeals to reconsider its ruling reversing the insider trading convictions of hedge fund managers Todd Newman and Anthony Chiasson.
Komfie Manalo, Opalesque Asia: Qatar-based investment bank and Islamic financial institution QInvest
has partnered with global asset management firm
Opalesque Industry Update -
Opalesque Industry Update - A new global survey commissioned by State Street amongst 235 hedge fund professionals reveals strong optimism within the industry. The findings show that respondents (55 percent) expect pension funds to increase their exposure to hedge fund strategies over the next five
This white paper was authored by FundCalcs, an independent software provider based in Dublin, and Global Perspectives, an Irish consulting and research firm. It examines the trends si
In the week ending 23 January, 2015, in the ongoing Swiss franc saga, Marko Dimitrijevic said he was closing his largest hedge fund, the Everest Global Fu
Benedicte Gravrand, Opalesque Geneva for New Managers: After working at Citi's proprietary trading desk, managing a large portfolio between 2008 and 2011,
Joel S. Salomon founded SalauMor Management in New York
Benedicte Gravrand, Opalesque Geneva for New Managers: Warren Ashenmil, who was responsible for the commercial real estate portfolio at hedge fund Tricadia Capital, including CMBS and direct CRE debt and equity inve
Benedicte Gravrand, Opalesque Geneva for New Managers:
Small and new fund managers are struggling to survive in South Africa just as much as they are in other parts of the world. But according to some of the parti
Bailey McCann, Opalesque New York: Austria-based Qbasis Invest, a managed futures fund focused on trend following and an intraday strategy, ended the year in positive territory up +41.8%. Its Deutsche Bank certificate finished the year up +65.5%.
While its futures programs ended the year on a
Komfie Manalo, Opalesque Asia: The Swiss National Bank’s (SNB) decision to scrap the cap on the Swiss
franc (CHF) triggered a sharp movement on both local FX and equity
markets. The unexpected decision brings the currency not far from the
level where it stood when the SNB implemented the cap i
In the week ending 03 January, 2015, a study found that quite a hedge funds are beginning to think about and execute communication strategies. Irwin Latner told Opalesque
Bailey McCann, Opalesque New York: Europe's recent downturn could be the result of failing to understand the lessons already afforded by Japan's lost decades, according to delegates at the recent Opalesque Japan Ro
Benedicte Gravrand, Opalesque Geneva for New Managers: The climate for Japan-focused hedge funds is easier now, with more opportunities from a changed political environment, a stimulated financial market and new reg
Benedicte Gravrand, Opalesque Geneva: This is the second and last part of our interview with Irwin Latner, of law firm Pepper Hamilton LLP.
Part 1 is about the areas of confusion with
Benedicte Gravrand, Opalesque Geneva: A recent Peppercomm study on the changing hedge funds communications landscape
Bailey McCann, Opalesque New York: The Chicago-based National Futures Association, a self-regulatory body of the futures industry, finds itself in hot water over allegations of impropriety surrounding management's nominations for its public representatives.
The NFA board is meant to be a
In the week ending 09 January, 2015, Tim Ng predicted that the best-performing hedge funds for 2015 will be those that can take advantage of sharp market moves; Byron R. Wien predi
Benedicte Gravrand, Opalesque Geneva: EuroFin Asia Group is a global, independent merchant banking organization headquartered in Singapore that managers around $800m and engages in three activities: asset management, wealth management and priv
This article was authored by AlternativeSoft, a provider in asset selection, portfolio construction and fund reporting software based in the UK and Switzerland, and Global Perspectiv
This article was authored by Gabriel Kurland, managing director at Montfort Funds, a FINMA licensed representative for foreign funds in Switzerland.
Want to get your piece of the € 571 billion Swiss pension funds’ assets? Sho
Donald A. Steinbrugge, CFA – Managing Partner, Agecroft Partners
With interest rates and credit spreads near historic lows and equity valuation above historical averages, many people are concerned that the Federal Reserve, by artificially keeping rates low, has created a 2007 type asset bubble i
Research report by Alexander Ineichen of Ineichen Research & Management and Virtus Investment Partners. You can read the full report here.
Alternative investments are still not full
This paper was authored by Sudhanshu Bahadur, Valcony Sun, and Vishal Bakshi of Sapient Global Markets. You can down
This article was authored by Alex Gavrish, founder and CEO of Etalon Investment Research, and author of "Wall Street Back To Basics."
Hedge funds lose after Shire plc deal is cancelled
On October 20th, 2014, AbbVi
This article was authored by William M. Funk, Principal of the Law Office of William M. Funk, New York.
As hedge fund or other alternative investment managers know, in any offering document, the tax considerations are placed near
By: Meredith Jones, Alternative Investment Research.
Last month I launched a blog series on capital raising with a diatribe about why money managers actually need a pitch book. I got several emails afterwards asking if I had any advice about what should go in an effective pitch book. Do I have
U.S. investors favor currency hedged Europe ETFs as euro tumbles
From Reuters.com: U.S. investors stung by the falling euro who want to stay invested in Europe are turning to exchange-traded funds designed to strip out the impact of the region's currency. The biggest among so-called "cur
Millennials use tech tools to jump into investing
It is the Facebookification of monetary investing. From social networking platforms that enable young investors to stick to every other's stock-picking mojo, to internet sites for initially-timers hungry for a piece of the Silicon Valley
Komfie Manalo, Opalesque Asia: Professor Oliver Gottschalg of Paris-based HEC Business School, also known as Ecole des Hautes Etudes Commerciales de Paris has released his annual ranking of the top performing private equity firms.
The 2014 HEC-DowJones Private Equity Performance Ranking
From Forbes.com: Hedge funds have always been a bit exotic and an enigma to some, but bottom line they are supposed to produce good returns using a range of strategies including global macro, event driven and relative value (arbitrage). And, sophisticated or high-net-worth individuals (HNWIs) could
From CNBC.com: A hedge fund manager told clients he is "truly sorry" for losing virtually all their money. Owen Li, the founder of Canarsie Capital in New York, said Tuesday he had lost all but $200,000 of the firm's capital—down from the roughly $100 million it ran as of late March.
"I take r
Featuring : Up 90% in 2014: Adam Tomas, a different systematic long term trend follower trading “axiomatic regularities”.Australian Adam Tomas started to design systematic trading strategies in 2004. In July 2011 he launched his Global Capital Allocation Fund (GCAF). While many CTAs did well in 2014, Tomas' strategy did exceptionally well: the fund ...» Watch the video
Near Term Trend: NegativeMonday's Trade: $1,187.50 (+ $1.10)UPDATE: Three weeks ago, we pointed to: "$1,150.00 is the key near term support". In addition, prior to the last five days of trading we identified the fact; The December contract formed a Key Upside Reversal on Friday (see chart), and stated "This tends to be a strong buy signal". Subsequently, the December contract traded $21.00 higher from the settlement of the Key reversal. Please note, however, the highs last Friday, and today are abutting against resistance at the 21- Day M.A (blue) line. Regardless, if Equities falter, Gold will rise.