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Family offices find renewed interest in hedge fund managers - Connecticut Roundtable

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Hedge fund managers and investors participating at the Opalesque 2012 Connecticut Roundtable say the demand for “non-correlation”, “high liquidity” and “tail risk protection” remains exceptionally high. Family offices find renewed interest in hedge fund managers

The vast majority of family offices expects 2013 to be an exceptionally challenging year. Single family offices are keeping vast amounts of capital on the sidelines, both to be ready for future opportunities but also because they are looking for a safe haven.

While family offices are open to investing in large, medium and small managers, there is a skew towards smaller managers. Many family investors are also searching for opportunities in Asia and Latin America with nimble and experienced domestic managers based on the ground.

Another recent trend is that a number of family offices are now being created by people who have been successful in hedge funds. Apart from George Soros who has converted his hedge fund to a very large single family office, dozens if not hundreds of lesser known but successful hedge fund managers, traders, private equity managers, venture capitalists and Wall Street tycoons, have or are about to set up family offices - not just in Connecticut, New York or San Francisco but around the world. As extremely successful,professional investors, these people are creating a different dynamic within the family office and the broader wealth management field.

The Opalesque 2012 Connecticut Roundtable took place in Greenwich CT on September 18th - sponsored by Deutsche Bank, Taussig Capital and Eurex – and featured the following speakers:

  1. Angelo Robles, Founder and Chief Executive Officer, Family Office Association
  2. Byron Baldwin, Senior Vice President, Eurex
  3. David Storrs, President, CEO and Co-Founder, Alternative Investment Group
  4. E. Stewart Johnson, Portfolio Manager, Brookville Fund Managers
  5. Dr. Hanming Rao, Chief Investment Officer, Global Sigma Group
  6. Joe Taussig, Founder, Taussig Capital
  7. John Wallace, Managing Director and Global Co-Head of Alternative Fund Services, Deutsche Bank
  8. Paul Lucek, Senior Portfolio Manager, SSARIS
  9. Steve Simmons, Managing Director, Southport Harbor Associates
The group discussed:
  • The “nine magic words”: Basel III, Solvency II, Dodd-Frank, FATCA, JOBS Act – hate or love them?
  • U.S. alternative mutual funds: a UCITS-like boom ahead?
  • How FoFs have evolved from a product to a solution provider
  • Strategies to cope with uncertainty: Dealing with macro and technical factors, focusing on short term, return stream diversification through convergent / divergent investing
  • Where are the most hedge fund start-ups formed?
  • How hedge funds can get permanent capital in less than 90 days
  • Up to $2.5 trillion collateral required for mandatory OTC clearing - how will hedge funds and other asset managers deal with this challenge?
  • Why and how do former hedge fund managers turn their operations into a family office business?

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