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2012 - Click on a date in left column to access the Briefings. HELPCENTER
2011 2013
28 Dec. 2012 Opalesque most forwarded article - week 52: Texas Real Estate Hedge Fund partners with LIG Assets to buy commercial real estate [more]

From Bizjournals.com: Dallas-based LIG Assets Inc. has partnered with Texas Real Estate Hedge Fund LP to invest, acquire, manage and finance commercial real estate properties priced between $5 million to $100 million. The partnership is looking for well-located apartment, retail, hotel and office properties in the Southwest, West and Midwest areas of the United States. The investors wi...

21 Dec. 2012 Opalesque most forwarded article - week 51: Emanagers Total Index gains 0.3% in November (+4.14% YTD) [more]

Florian Guldner, Opalesque Research: Emerging manager hedge funds and managed futures funds gained 0.3% last month, according to a first estimation based on the data of 305 funds listed in Opalesque Solutions' Emanagers database. The Emanagers Total Index was up 0.3% in November, bringing its net year-to-date return to 4.14%. Estimates for October and September were c...

14 Dec. 2012 Opalesque most forwarded article - week 50: Hedge funds must reach $250m in AUM to break even - Citi Prime Finance [more]

Bailey McCann, Opalesque New York: According to a new survey released this morning by Citi Prime Finance, it takes $250m in assets under management for a hedge fund to exist on its management fees alone. The report, 2012 Hedge Fund Business Expense Survey, was c...

07 Dec. 2012 Opalesque most forwarded article - week 49: SEI reports that there is a future for the fund of hedge funds industry [more]

Beverly Chandler, Opalesque London: The fund of hedge fund (FoHF) industry is not as dead as it might seem, says SEI in their 2012 funds of hedge funds (FoHF) survey. The survey was conducted in June 2012 by the SEI Knowledge Partnership, with online quest...

30 Nov. 2012 Opalesque most forwarded article - week 48: Advent and IntraLinks join forces on Tamale RMS [more]

Bailey McCann, Opalesque New York: Advent Software, a global investment management software provider and IntraLinks a global technology provider have come together to create an interface between the Advent Tamale RMS product and IntraLinks. The new interface offers enhanced information automation and saves multi-manager organizations time throughout the research and due diligence proces...

23 Nov. 2012 Opalesque most forwarded article - week 47: Investing – Bass says half his fund is invested in subprime bonds, Hedge funds face losses over UPS-TNT merger deal, Alternative UCITS star Neme adds automotive names in his Exane Funds 1 - Ceres A fund [more]

Bass says half his fund is invested in subprime bonds From Bloomberg.com: Hedge-fund manager Kyle Bass, who made $500 million shorting subprime mortgages during the 2007 crash, said he’s now betting half his firm’s money on a rebound in those assets. Securities tied to the riskiest mortgages are virtually “bullet-proof,” because even if the U.S. housing ma...

16 Nov. 2012 Opalesque most forwarded article - week 46: Weintraub to return money in transition to family office [more]

From Bloomberg.com: Weintraub Capital Management LP, the $1 billion San Francisco-based long-short equity hedge fund, will return money to investors and become a family office overseeing the wealth of founder Jerry Weintraub. "Like lots of big decisions, it's not any one particular thing, it's a process," Weintraub said today in a telephone interview. "It'...

09 Nov. 2012 Opalesque most forwarded article - week 45: Sovereign wealth funds leverage hedge fund IT, administration for investments [more]

Bailey McCann, Opalesque New York: Sovereign wealth funds (SWFs) might be considered the ultimate in diversified investing. With an investment scope that ranges from the immediate to well into the future, SWFs make large and complex investments in order to create long-term value for their states. Historically, these funds have stayed out of the spotlight, but in recent years, their ob...

02 Nov. 2012 Opalesque most forwarded article - week 44: What to do when you lose patience with your illiquid hedge fund investment [more]

Benedicte Gravrand, Opalesque Geneva: Multiplicity Partners sees a massive increase in long-term investors like pension funds, UHNWIs and family offices losing patience with their hedge fund providers over their progress in liquidating side pockets or other illiquid/impaired investments. As a Zurich-based independent investment boutique that helps investors liquidating their...

26 Oct. 2012 Opalesque most forwarded article - week 43: People – Marina Lewin becomes head of sales for Asset Servicing in the U.S. for BNY Mellon, Former Deutsche executive Sofoluwe joins EQI Asset Management, Sciens alternative investments appoints Farhang Mehregani as chief investment officer [more]

Marina Lewin becomes head of sales for Asset Servicing in the U.S. for BNY Mellon BNY Mellon has named Marina Lewin head of sales for its Asset Servicing business in the Americas. Lewin will report to Samir Pandiri, CEO of Americas Asset Servicing & Alternative Investment Services. She will be based in New York, managing teams in several U.S. cities, as well as Du...

19 Oct. 2012 Opalesque most forwarded article - week 42: Retail investors see new options for hedging tail risk [more]

Bailey McCann, Opalesque New York: As Opalesque has reported in detail, tail-risk hedging has gained renewed interest from investors following the 2008 crisis. For those who invest in hedge funds, a variety of ...

12 Oct. 2012 Opalesque most forwarded article - week 41: SEC to require "presence exams" for new investment advisers [more]

Bailey McCann, Opalesque New York: The Securities and Exchange Commission (SEC) is sending a letter to new investment advisors telling them they will now be required to take a "presence exam," as part of its new National Exam Program (NEP). The exams will be conducted by the Office of Co...

05 Oct. 2012 Opalesque most forwarded article - week 40: People – Attalus Capital hires senior portfolio strategist to enhance customizable portfolio capabilities, AIMA announces new COO for U.S. office, Gerald Brant joins Tangent Capital as managing director [more]

Attalus Capital hires senior portfolio strategist to enhance customizable portfolio capabilities Attalus Capital, L.P., a global asset management firm, announced the appointment of Joshua Silva as Senior Portfolio Strategist. In this newly created role, Mr. Silva will work with Attalus’ trading and risk management teams to enhance the cost and benefit characteristics ...

28 Sep. 2012 Opalesque most forwarded article - week 39: Assets – Blackstone raises $900m for GSO Strategic Credit Fund, Brookfield and Fairfield close $323m U.S. multifamily real estate fund [more]

Blackstone raises $900m for GSO Strategic Credit Fund GSO/Blackstone, part of the credit platform of Blackstone, one of the world’s leading investment and advisory firms, announced the successful pricing of the initial public offering of Blackstone/GSO Strategic Credit Fund. The Fund’s primary investment objective is to seek high current income, with a secondary objec...

21 Sep. 2012 Opalesque most forwarded article - week 38: Palmer Square, Montage Investments, Atlantic A.M. sign investment deal with Geneva Arbitrage Fund [more]

From Sacbee.com: Palmer Square Capital Management, along with Montage Investments and Atlantic Asset Management, today announced a partnership with Geneva Arbitrage Fund L.P. Geneva invests in equity opportunities of companies that are engaged primarily in corporate transactions such as mergers and acquisitions while simultaneously seeking to reduce portfolio risk through hedging. In addition to...

14 Sep. 2012 Opalesque most forwarded article - week 37: Engaged Capital launches with $85M seed investment from Grosvenor Capital Management [more]

Bailey McCann, Opalesque New York: Engaged Capital, an activist investment firm focused on investing in small and mid-cap North American equities, announced a strategic partnership with Grosvenor Capital Management, one of the oldest and largest global alternative investment managers, with over $22bn in assets under management. The Engaged deal is the second strategic partnership entered...

07 Sep. 2012 Opalesque most forwarded article - week 36: Operational due diligence and private equity, new book offers a way forward for investors [more]

Bailey McCann, Opalesque New York: Private equity is responsible for billions of dollars in investments the world over, however, those investments are often slow moving and more complex than other investment options. Despite that, private equity continues to show strong growth at all levels and with that comes increasing investor demand for transparency. In a new book - Private ...

31 Aug. 2012 Opalesque most forwarded article - week 35: Rotella Molinero quant fund up 6.25% in July (+13.61% YTD) as short term strategies did 'particularly well’ [more]

From Komfie Manalo, Opalesque Asia: Rotella Molinero LLC, a joint venture formed by Rotella Capital Management Inc. and Molinero Capital Management LLP, reported that its Rotella Molinero MultiQuant Futures Fund LLC was up 13.61% year-to-date as at end July (and up 6.25% in July) despite experiencing a continuation of ...

24 Aug. 2012 Opalesque most forwarded article - week 34: Salient Partners launches Salient Risk Parity Index [more]

Bailey McCann, Opalesque New York: Texas-based asset management and wealth advisory firm, Salient Partners has launched a first-of-its-kind Risk Parity Index. The index is the first and only benchmark that will enable investment managers to measure the performance and effectiveness of their risk-parity strategies against...

17 Aug. 2012 Opalesque most forwarded article - week 33: CTAs seize July's choppy markets [more]

Benedicte Gravrand, Opalesque Geneva: Macro CTA managers captured strong trending dynamics across multiple asset classes, pushing Hedge Fund Research's HFRI Macro: Systematic Diversified Index to a gain of 2.77% in July (1.80% YTD) - whereas the...

10 Aug. 2012 Opalesque most forwarded article - week 32: Investing - Greenlight Capital dumps Best Buy, Paulson's latest housing bet $17 million of Las Vegas land [more]

Greenlight Capital dumps Best Buy From Startribune.com: Hedge fund manager extraordinaire David Einhorn bet big on Best Buy stock. Then he lost big on Best Buy stock. In a letter to investors Monday, Einhorn's Greenlight Capital said it sold off its 2.27 percent stake, or 7.7 million shares, in the Richfield-based consumer electronics giant. Greenligh...

03 Aug. 2012 Opalesque most forwarded article - week 31: Understanding tail-risk hedges and funds – part three [more]

Bailey McCann, Opalesque New York: In our previous installment of this series, we examined how risk experts define tail risk and if certain tail events can be predicted. Now we will turn to how tail risk hedges are structured relative to the rest of the portfolio. ...

27 Jul. 2012 Opalesque most forwarded article - week 30: Understanding tail-risk hedges and funds - part two [more]

Bailey McCann, Opalesque, New York : In our previous installment of this series, we laid out a basic introduction to tail-risk that outlined what it is, its most common variations, and discussed the debate around whether these events can be adequately hedged. In this installm...

20 Jul. 2012 Opalesque most forwarded article - week 29: UTIMCO puts $3bn with managers in quarter [more]

From PIonline.com: University of Texas Investment Management Co. invested or committed a total of $2.995 billion of endowment assets to new and existing external money managers in the three months ended May 31, according to an investment transaction report presented at a board meeting on Wednesday. UTIMCO's largest single investments and commitments in the quarter ended May 31 were $400 milli...

13 Jul. 2012 Opalesque most forwarded article - week 28: Comment – GLG current debt crisis merely a warm-up act [more]

From FT.com: It is sometimes possible to believe that suffering is worthwhile, a way of paying for past sins. In this light, the age of austerity in which we supposedly live has a sort of redemptive quality. Grit our teeth and we’ll come out the other side, purified and ready for robust economic recovery. However, after five years, we are in a worse place than when we started. One woul...

06 Jul. 2012 Opalesque most forwarded article - week 27: Hedge fund Fletcher International, files for bankruptcy, sues to stop liquidation [more]

Bailey McCann, Opalesque New York: US-based hedge fund Fletcher International Ltd. managed by Alphonse "Buddy" Fletcher, has filed for bankruptcy in district court in Manhattan, the Wall Street Journal reports. The filing which went f...

29 Jun. 2012 Opalesque most forwarded article - week 26: Japanese pension funds to raise alternatives allocations from weighting 0-3% to 5-7% [more]

From Komfie Manalo, Opalesque Asia: Japanese pension funds are expected to increase its current asset allocations from weighting between zero and 3% to between 5% and 7% into alternative investments, a move that would benefit hedge funds, said Ed Rogers head of research and investment firms Rogers Investment Advisors, Wolver Hill Asset Management, and Wolver Hill Advisors in the latest &...

22 Jun. 2012 Opalesque most forwarded article - week 25: Regulatory – SEC releases FAQ for new Form PF requirements, Luxembourg introduces new law for hedge funds [more]

SEC releases FAQ for new Form PF requirements From Complianceweek.com: The Securities and Exchange Commission has issued a collection of “frequently asked questions” regarding the new Form PF required of registered investment advisers that manage $150 million or more in assets attributable to private funds. The document seeks to clarify the categorization ...

15 Jun. 2012 Opalesque most forwarded article - week 24: Weavering investor unconvinced by liquidation process; trial against Ernst & Young expected soon [more]

Benedicte Gravrand, Opalesque Geneva: For investors in the failed Weavering hedge fund, the recent outcome of the civil case in the UK does not guarantee they will have much of their money back. Indeed, the liquidation process is still going on – and according to an investor, this lengthy process is letting the liquidators profit from significant fees, while leaving investors uncertain ...

08 Jun. 2012 Opalesque most forwarded article - week 23: VelocityCapital Management launches VIX futures based tail risk strategy [more]

Bailey McCann, Opalesque, New York: In the wake of the 2008 crash, persistently high levels of market volatility and the Eurozone crisis investors have come to realize that diversification alone is not always sufficient to avoid the effects of black swan events or tail risk. A variety of funds offer tail risk hedges and some, as Opalesque ...

01 Jun. 2012 Opalesque most forwarded article - week 22: Global Perpectives finds AIFMD will cause the death of the traditional hedge fund [more]

Beverly Chandler, Opalesque London: Shane Brett, managing director of Global Perspectives has written about the arrival of AIFMD in a paper entitled 'AIFMD & the Death of t...

25 May. 2012 Opalesque most forwarded article - week 21: Execs leave SocGen to launch multi-commodity discretionary hedge fund [more]

Benedicte Gravrand, Opalesque Geneva: Two managing directors have just left Société Générale (SG), the French investment bank, to launch a new commodity hedge fund house in Paris called Belaco Capital. The official launch date of their first fund is expected in Q4 this year. One of them is Dr. Frédéric Lasserre; he built and headed the SG commodity research and strategy team,...

18 May. 2012 Opalesque most forwarded article - week 20: Sciens managed account platform adds J E Moody Commodity Relative Value Program [more]

From Investmenteurope.net: Sciens Fund of Funds Management Holdings, part of the Sciens Capital Management Group and provider of single- and multi-strategy funds of hedge funds and managed account services, has added J E Moody's Commodity Relative Value Program to its managed account platform. J E Moody's CRV Program is a highly diversified natural resource strategy investing...

11 May. 2012 Opalesque most forwarded article - week 19: $5bn the 'magic number' for hedge funds [more]

Bailey McCann, Opalesque New York: $5bn is the magic number for hedge fund success when it comes to attracting capital, according to participants speaking on hedge fund allocations at the SALT Conference which started today in Las Vegas, Nevada. The SALT Conference is a global conference that attracts financial, business and policy leaders from around the world. During a panel that amass...

04 May. 2012 Opalesque most forwarded article - week 18: Rothschild’s fund of hedge funds arm plans to acquire another fund manager soon [more]

By Benedicte Gravrand, Opalesque Geneva: Paris-based fund of funds manager Rothschild & Cie Gestion is undergoing a face-lift; part of its plan is to acquire a fund management company in the near future, and to seek partnership with a managed account provider, Opalesque can reveal exclusively. Diego Fluxa, head of alternative investments at ...

27 Apr. 2012 Opalesque most forwarded article - week 17: Asian hedge fund managers are ignoring the impact of Fatca [more]

Precy Dumlao, Opalesque Asia: The majority of hedge fund managers in Asia are not clearly digesting the full impact of the U.S. Foreign Account Tax Compliance Act (Fatca) and are ignoring its consequences, particularly to their operations, according to a report by...

20 Apr. 2012 Opalesque most forwarded article - week 16: Switzerland seeks to be on the same regulatory page as other top financial markets [more]

By Benedicte Gravrand, Opalesque Geneva: The FT published an article this weekend claiming newly proposed financial regulations coming out of Switzerland would affect hedge fund managers negatively. The proposals were in fact issued in February by FINMA, the Swiss...

13 Apr. 2012 Opalesque most forwarded article - week 15: JOBS Act would allow funds to market offerings to a much larger audience and to a greater degree than ever before [more]

By Precy Dumlao, Opalesque Asia: The Jumpstart Our Business Startups (JOBS) Act , which was signed into law by President Barack Obama last week, could provide some welcome relief for the alternative investment industry, both in how funds are marketed and in a potential increase in the investor base, according to Phil Niles, Director of Product Development at fund administration firm ...

06 Apr. 2012 Opalesque most forwarded article - week 14: Investors eye tail risk strategies to hedge against market plunges [more]

From PIOnline.com: More than three years after catastrophic market declines of nearly 40% decimated institutional portfolios, investors increasingly are adding tail-risk hedging strategies to protect against future unexpected, severe market declines. ..."People's memories of the pain of the sharp market declines of 2008 are fading, and most investors still have not dealt with...

30 Mar. 2012 Opalesque most forwarded article - week 13: GlobeOp releases results of Form PF test filings [more]

Bailey McCann, Opalesque New York: GlobeOp a global fund services firm has released the results of its test filings of form PF, a new regulatory filing required by the Securities and Exchange Commission (SEC). The first official filing of form PF is required for funds starting in June. GlobeOp pr...

23 Mar. 2012 Opalesque most forwarded article - week 12: MassPRIM eyes hiking direct investments in hedge funds [more]

From PIonline.com: Massachusetts Pension Reserves Investment Management board's investment committee voted Tuesday to recommend that the full board approve boosting the Boston-based $49.8 billion retirement system's direct investments in hedge funds by about $2.7 billion over the next 15 months, terminating four of PRIM's five hedge fund-of-funds managers in the process. ...

16 Mar. 2012 Opalesque most forwarded article - week 11: Hedge funds facing hike in insurance prices [more]

Beverly Chandler, Opalesque London: Insurance and risk management advisory group SKCG believes it has evidence that the regulatory crackdown on hedge funds has pushed rates for insurance covering potential lawsuit costs going ever higher. The firm finds rate hikes of 5-10% for directors and officers of a company and coverage of 'errors and omissions’. The company says that this p...

09 Mar. 2012 Opalesque most forwarded article - week 10: Hatteras Funds offers endowment style portfolios to investors [more]

Bailey McCann, Opalesque New York: Turnkey investment solutions are gaining traction with both institutional and retail investors. A unique example of these turnkey products is US-based, Hatteras Funds. Hatteras Funds was founded by a group of partners with a deep understanding of big endowment portfolios. The founde...

02 Mar. 2012 Opalesque most forwarded article - week 9: Hedge fund job seekers choose stability over pay [more]

Bailey McCann, Opalesque New York: A new hiring trend in hedge funds is emerging in the wake of the ongoing economic crisis - job seekers are choosing stability over pay. Many are also looking for work at hedge funds for the first time. Beaten down by layoffs and collapses, financial job seekers are more willing now to take lateral moves or less money if it means a steady career trajecto...

24 Feb. 2012 Opalesque most forwarded article - week 8: AIS Fund Administration launches first ever fully automated financial statement preparation tool [more]

Bailey McCann, Opalesque New York: Yearly financial statements take a significant amount of resources for both hedge funds and auditors. Typically a financial statement is comprised of a variety of excel spreadsheets providing account records and supporting documentation. The manual nature of financial statements construction often leads to human error adding further to the resources nee...

17 Feb. 2012 Opalesque most forwarded article - week 7: How much hedge fund return is explained by dynamic beta asks MPI [more]

By Beverly Chandler, Opalesque London: A new case study from Markov Processes International reveals how their predictive analytic techniques could be used to reproduce beta exposures of hedge funds. Using MPI’s research, the firm tried to capture dynamic betas embedded in the $23bn Bridgewater Pure Alpha II Fund. This fund is ...

10 Feb. 2012 Opalesque most forwarded article - week 6: FRM forecasts outlook for hedge funds over 2012 [more]

By Beverly Chandler, Opalesque London: Global hedge fund research and investment specialist Financial Risk Management (FRM) has produced its market summary for January 2012 and its outlook for the rest of the year. Over January, FRM reveals that there was a broad-based rally in equity ma...

03 Feb. 2012 Opalesque most forwarded article - week 5: Rethinking the Fund of Hedge Funds Model – Opalesque Geneva Roundtable [more]

Benedicte Gravrand, Opalesque Geneva: Funds of funds’ image has suffered since late-2008, as many who had underlying funds offering different liquidity terms, found themselves unable to return money to investors while overall performance was diving. The Madoff scandal was also a blow, particularly for many who are based in Geneva, a center for the fund of funds industry. Fun...

27 Jan. 2012 Opalesque most forwarded article - week 4: Suspicious Handling of MF Global Documents Before Bond Offering Questioned [more]

By Mark Melin, Opalesque’s Chicago-based editor of OFI and OFS. Critical documents related to MF Global’s financial condition appear to have been delayed for release by the Securities and Exchange Commissio...

20 Jan. 2012 Opalesque most forwarded article - week 3: Asia – U.S. hedge fund Millennium Partners considering entry into South Korean market [more]

From Yonhap.com: Millennium Partners, a fund managed by the U.S.-based Millennium Management LLC, is considering tapping the South Korean hedge fund market, sources said Monday, in what would mark the first local entry of an overseas fund. Millennium Partners, which manages funds valued at around US$13 billion, reportedly plans to set up a local affiliate and seek regulatory approval a...

13 Jan. 2012 Opalesque most forwarded article - week 2: Seeders – Deutsche Bank and FRM partner to launch first hedge fund seeding managed account platform, Comment A boom in starter capital for hedge funds [more]

Deutsche Bank and FRM partner to launch first hedge fund seeding managed account platform Deutsche Bank and Financial Risk Management announced a partnership to launch the industry's first hedge fund seeding managed account platform.The dbalternatives Discovery platform, based on Deutsche Bank's established and award winning dbalternatives managed account pl...

06 Jan. 2012 Opalesque most forwarded article - week 1: What Swiss investors think hedge fund start-ups should do [more]

Benedicte Gravrand, Opalesque Geneva: The fund managers sitting around the recent Opalesque Roundtable in Pfaeffikon, Switzerland, agreed on how tough the environment is – and will be – for hedge fund start-ups. They said that (1) focusing on performance in the initial period, (2) bei...

2011 2013

 

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  1. Investing - George Soros puts $500m of his money on Bill Gross, Soros, Paulson backed Hispania Activos mulls Realia takeover, Ex-Credit Suisse trader’s hedge fund sees yen shorts as crowded, Hedge hunters double default-swaps as views split, Large hedge fund positions come under pressure, Vikram Pandit's fund picks 50% stake in JM Financial's realty lending arm for $87m[more]

    George Soros puts $500m of his money on Bill Gross From WSJ.com: Before Bill Gross was fully settled in at his new firm, Janus Capital Group Inc., he received an unlikely visit from the chief investment officer of famed investor George Soros ’s firm, according to a person familiar with t

  2. Unlucky Paulson & Co. rebrands $1.6bn Recovery Fund after 13% drop[more]

    From Businessweek.com: A maturing U.S. economic recovery is prompting Paulson & Co. to change course. The $19 billion hedge fund firm, led by billionaire John Paulson, told investors on a conference call this month that the Paulson Recovery Fund will be renamed Paulson Special Situations Fund on Jan

  3. Europe - Hedge funds face exit tax as Iceland central bank discusses plan[more]

    From Bloomberg.com: Hedge funds and other creditors with claims against Iceland’s failed banks face an exit tax as the island looks for ways to unwind capital controls without hurting the economy. The government targets having a plan it can present by year-end that would map out how Iceland will sca

  4. Opalesque Exclusive: Risk management emerges as a competitive focus area for hedge funds[more]

    Bailey McCann, Opalesque New York: Risk management has always been a core component of any trading strategy, as well as a critical part of business management. However, as macreconomic weakness persists, and alpha becomes increasingly hard to generate, risk management as emerged as a more promin

  5. CTAs , event-driven strategies lead hedge funds recovery in mid-November[more]

    Komfie Manalo, Opalesque Asia: November’s performance proves to be in sharp contrast to the previous month, with equities further consolidating their upswing last week, according to the latest Lyxor Asset Management’s Weekly Brief. CTA funds als