Latest Other Voices
Other Voices
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13. May. 2009 | Other Voices: Hedge fund incubation and seeding. A perspective for 2009 [more]
This article was authored by Bryan Goh, First Avenue Partners LLP, London.
In the interest of full disclosure, First Avenue Partners of which I am a partner, runs a hedge fund seeding and incubation business. I generally don't talk my own book and I
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12. May. 2009 | Other Voices: The impact of the new Bermuda anti-money laundering regime on investment fund operators and administrators [more]
This article was authored by international law firm Conyers Dill & Pearman:
Two new pieces of legislation have been introduced in Bermuda, effective January 1, 2009.
The Proceeds of Crime Regulations (Supervision and Enforcement) Act 2008 (the "Supervision
Act") and the Proceeds
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09. Apr. 2009 | Other Voices: Liquidity: Volatility analogs, how to compare hedge funds with different redemption frequencies [more]
This article was authored by Bryan Goh, First Avenue Partners LLP, London.
In 2008, investors quickly became acquainted with th
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02. Apr. 2009 | Other Voices: Bryan Goh`s suggested ideal hedge fund terms [more]
This article was authored by Bryan Goh, First Avenue Partners LLP, London.
Ideal Hedge Fund Terms:
For a host of reasons, hedge funds have not offered the most investor friendly terms. The cynical view is that hedge fund managers wi
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25. Mar. 2009 | Other Voices: As the shock subsides [more]
This article was authored by William Sword Jr. and Lee Gladden. William Sword Jr. is managing director of Wm Sword & Co., Princeton, NJ, an investment banking firm that advises private equity and alternative investment clients. Lee Gladden is a member of the international advisory council for Wm Swo
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24. Mar. 2009 | Other Voices: The future of funds of funds [more]
This article was authored by Bryan Goh, First Avenue Partners LLP, London.
We begin in the past:
In the financial market collapse of 2008, one area of particular decline has been the fund of funds industry. Many fund of funds run to a
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20. Mar. 2009 | Other Voices: ‘To Do’ list is getting longer [more]
This article was authored by Mohamed El-Erian, chief executive of international bond funds house PIMCO. It was sent to Opalesque yesterday, and was originally published in the Financial Times on 16 March 2009.
Today’s financial crisis is producing ever higher unemployment, investment losses,
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19. Mar. 2009 | Other voices: Hedge fund fees - Suggestions for the future [more]
This article was authored by Bryan Goh, First Avenue Partners LLP, London.
I have argued before that hedge fund fees were poorly designed, and in that article had suggested a possible design for performance fees. Here I provide more detail into wh
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11. Mar. 2009 | Other Voices: Hedge funds – Reasons to love them, reasons to hate them [more]
This article was authored by Bryan Goh, First Avenue Partners LLP, London.
The hedge fund industry has come under a lot of fire in the last 12 months. They have been blamed for falling markets, failing banks, rising costs of credit, bad weather, you
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09. Mar. 2009 | Other Voices: How can we mark-to-market when there is no market? `Let`s call the loans` and other aberrations [more]
This is an excerpt from Bedrock Group’s latest newsletter:
...We feel like expanding our witch-hunt of last week; We had pointed our finger at Basel (II)
and now point it at the accounting rules- FASB115 in particular, the one that sets t
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06. Mar. 2009 | Other Voices: Opportunity and risk in convertible arbitrage [more]
The following article is from Mohican Financial Management, LLC. Mohican is a hedge fund manager dedicated to convertible arbitrage with AUM of US$135m, mostly in managed accounts.
Let’s be clear
The first and last requirement of good investment management is that the interest of
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03. Mar. 2009 | Other Voices: The Financial Stability Plan has been lost in translation [more]
This article was authored by Shahriar Shahida, CIO, Constellation Capital Management, New York.
The fact that the markets seem to hate the financial rescue plan is no secret. The question is, are they being too hasty in doing so?
Secretary Geithner talks about a public-private partn
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27. Feb. 2009 | Other Voices: Opposing views on the state of the hedge fund industry in 2009 [more]
This article was authored by Bryan Goh, who is responsible for hedge fund research and manager selection at First Avenue Partners LLP, London.
Its going to be harder to make money.
Equity long short is correlated to equity markets.
Equity long short managers in aggregate te
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12. Feb. 2009 | Other voices: The 10 main signs of evolution in the hedge fund industry today [more]
This article was authored by Clayton Heijman, managing director of Darwin Platform, Netherlands, to coincide with today’s Charles Darwin’s 200th birthday anniversary.
The past year has been a real eye opener for hedge fund managers and their investors. Most theories and models needed revis
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05. Feb. 2009 | Opalesque Exclusive: Other Voices - Thomas Schneeweis: Hedge Funds are not the dark force - poor education is [more]
This column was authored by Thomas Schneeweis, PhD, Michael and Cheryl Philipp Professor of Finance at the Isenberg School of Management at the University of Massachusetts in Amherst, Massachusetts and founding Director of the Center for International Securities and Derivatives Markets (CISDM) at th
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27. Jan. 2009 | Other Voices: The numbers are horrifying [more]
This article, which was sent to Opalesque today, was authored by PIMCO’s CEO Mohamed El-Erian and originally published in Newsweek.com on 17 January 2009 and the magazine dated 26 January 2009.
On Tuesday, President-elect Barack Obama inherits an economic calamity, and the
situation will get
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23. Jan. 2009 | Other Voices: We have to bring the banking sector back to life [more]
This article, which was sent to Opalesque today, was authored by PIMCO’s CEO Mohamed El-Erian and originally published in the Financial Times on January 20, 2009.
There was a time when US banks were like the high-priced properties on a Monopoly board: expensive to buy yet very profitable, esp
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15. Jan. 2009 | Other Voices: Why Russian markets failed, entry point seen after Rouble devaluates by 15% [more]
From Florian Fenner, UFG Asset Management, Moscow:
While the sudden reversal in Russia’s economic fortune can be easily tied to the dramatic fall in commodity prices in the second half of last year (and the government’s slow response to it), we
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13. Jan. 2009 | Other Voices: Gibraltar – we did the funds move! [more]
This is the fifth of a six-article series authored by Rolf Majcen, managing director FTC Capital GmbH, Vienna, Austria (www.ftc.at).
“We never had to deal with any bureaucratic delays in Gibraltar and the relocation from the Bahamas to Gibralta
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07. Jan. 2009 | Other Voices: Hedge fund world much closer to ethical normalcy than corporate and government worlds in general [more]
From Philippe Manet, Peak Partners Geneva (www.peakpartners.com).
Whilst journalistic and political venom has been squirted at hedge funds, the evidence is that, as a whole, they have managed to contain losses better that traditional forms
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