Nearly 70% of the total hedge fund industry’s AUM is managed by a small group of large managers. While this group makes up less than 10% of the total number of funds in the industry, 75% of hedge funds manage less than $500M in AUM. This is the segment a number of investors focus on to get access to talented, smaller, more nimble firms who can still outperform and deliver alpha.
Wealthy families in particular are looking for diversified alternative income investments as a way to replace bond income, which has traditionally supported their lifestyle. Their problem is that things like yachts, private planes, art, and expensive overall lifestyles have much higher inflation rates of 12 to 15% compared to the lifestyle inflation of 1 to 2% for the average U.S. citizen. For family offices, alternative income investments are a way to replace bond income without taking on the risks of the bond market. But are they going more for the smaller or the larger managers?
The Opalesque 2015 Investor Roundtable, sponsored by Arthur Bell CPAs, took place October 2015 in Connecticut with:
- Carol Pepper, CEO and Founder, Pepper International
- Kim Waldman, Director of Business Development, Arthur Bell CPAs
- Brian Lasher, Principal, Portfolio Manager, Federal Street Partners
- Greg Moroney, Principal, Operational Due Diligence Analyst, ABS Investment Management
- Chip Perkins, Principal, Perkins Fund Marketing
- Michael Swackhamer, Principal, Generation Equity Capital
- Gregory de Spoelberch, Opalesque (moderator)
The group also discussed investor perspectives on:
- The appeal of a Founder’s Class and Founder’s Fees for early stage investors into hedge funds
- The growing momentum of seed and accelerator capital for smaller AUM managers
- When should a manager give up ownership percentage of their fund to get to the next level?
- Why the millennial generation, female investors, and foundations are driving Impact and ESG Investing. What is “Just” Investing?
- What kind of opportunities do family offices look for in co-investment and direct investing? The psychological components of
investing in hedge funds and private equity, particularly for family offices.
- A unique private equity co-investment model for family offices to get deal-exposure
- Details on due diligence and investment process of a fund of funds in selecting top hedge fund managers
- How can managers successfully market their firm and appeal to investors?
Tue, 03 Oct 2023 | |
Mon, 01 Aug 2022 | |
Wed, 23 Jun 2021 | |
Mon, 10 May 2021 | |
Thu, 17 Dec 2020 | |
Wed, 29 Jul 2020 | |
Tue, 02 Jun 2020 | |
Wed, 22 Jan 2020 | |
Fri, 06 Dec 2019 | |
Wed, 30 Oct 2019 | |
Wed, 17 Jul 2019 | |
Wed, 10 Jul 2019 | |
Mon, 03 Jun 2019 | |
Wed, 24 Apr 2019 | |
Sun, 07 Apr 2019 | |
Mon, 18 Mar 2019 | |
Sat, 09 Feb 2019 | |
Thu, 31 Jan 2019 | |
Tue, 22 Jan 2019 | |
Fri, 11 Jan 2019 | |
Tue, 18 Dec 2018 | |
Tue, 11 Dec 2018 | |
Tue, 04 Dec 2018 | |
Mon, 26 Nov 2018 | |
Tue, 13 Nov 2018 | |
Wed, 31 Oct 2018 | |
Mon, 10 Sep 2018 | |
Wed, 08 Aug 2018 | |
Tue, 10 Jul 2018 | |
Tue, 12 Jun 2018 | |
Mon, 28 May 2018 | |
Mon, 14 May 2018 | |
Tue, 10 Apr 2018 | |
Fri, 02 Mar 2018 | |
Tue, 20 Feb 2018 | |
Thu, 08 Feb 2018 | |
Thu, 25 Jan 2018 | |
Wed, 17 Jan 2018 | |
Tue, 09 Jan 2018 | |
Thu, 21 Dec 2017 | |
Tue, 12 Dec 2017 | |
Mon, 04 Dec 2017 | |
Mon, 27 Nov 2017 | |
Tue, 14 Nov 2017 | |
Tue, 07 Nov 2017 | |
Tue, 24 Oct 2017 | |
Mon, 16 Oct 2017 | |
Tue, 08 Aug 2017 | |
Mon, 24 Jul 2017 | |
Wed, 03 May 2017 | |
Thu, 20 Apr 2017 | |
Thu, 06 Apr 2017 | |
Sun, 12 Mar 2017 | |
Tue, 14 Feb 2017 | |
Wed, 25 Jan 2017 | |
Thu, 19 Jan 2017 | |
Wed, 11 Jan 2017 | |
Wed, 04 Jan 2017 | |
Thu, 15 Dec 2016 | |
Wed, 07 Dec 2016 | |
Thu, 01 Dec 2016 | |
Thu, 24 Nov 2016 | |
Tue, 15 Nov 2016 | |
Mon, 07 Nov 2016 | |
Mon, 31 Oct 2016 | |
Mon, 24 Oct 2016 | |
Wed, 03 Aug 2016 | |
Fri, 22 Jul 2016 | |
Thu, 14 Jul 2016 | |
Mon, 04 Jul 2016 | |
Tue, 21 Jun 2016 | |
Wed, 08 Jun 2016 |
Opalesque Roundtable Series - Montreal Opalesque Roundtable Series - Montreal (French version) |
More information |
|
|
Thu, 10 Mar 2016 | |
Wed, 02 Mar 2016 | |
Mon, 22 Feb 2016 | |
Mon, 15 Feb 2016 | |
Sun, 07 Feb 2016 | |
Wed, 27 Jan 2016 | |
Mon, 18 Jan 2016 | |
Fri, 01 Jan 2016 | |
Thu, 24 Dec 2015 | |
Wed, 16 Dec 2015 |
Opalesque Roundtable Series - Miami 2016 Opalesque Roundtable Series - Miami 2016 (Mandarin version) Opalesque Roundtable Series - Miami 2016 (Portuguese version) |
More information |
|
|
Thu, 10 Dec 2015 | |
Wed, 02 Dec 2015 | |
Wed, 25 Nov 2015 | |
Thu, 05 Nov 2015 | |
Fri, 30 Oct 2015 | |
Fri, 23 Oct 2015 | |
Fri, 16 Oct 2015 | |
Tue, 06 Oct 2015 | |
Fri, 14 Aug 2015 | |
Sat, 01 Aug 2015 | |
Wed, 22 Jul 2015 | |
Thu, 25 Jun 2015 | |
Thu, 04 Jun 2015 | |
Thu, 28 May 2015 | |
Fri, 15 May 2015 | |
Wed, 06 May 2015 | |
Thu, 26 Mar 2015 | |
Fri, 20 Mar 2015 | |
Tue, 10 Mar 2015 | |
Tue, 10 Feb 2015 | |
Thu, 05 Feb 2015 |
Opalesque Roundtable Series - Miami 2015 Opalesque Roundtable Series - Miami 2015 (Mandarin version) Opalesque Roundtable Series - Miami 2015 (Portuguese version) |
More information |
|
|
Thu, 29 Jan 2015 | |
Tue, 20 Jan 2015 | |
Thu, 08 Jan 2015 | |
Tue, 23 Dec 2014 | |
Wed, 10 Dec 2014 | |
Mon, 01 Dec 2014 | |
Thu, 20 Nov 2014 | |
Tue, 04 Nov 2014 | |
Tue, 28 Oct 2014 | |
Mon, 20 Oct 2014 | |
Wed, 08 Oct 2014 | |
Wed, 01 Oct 2014 | |
Thu, 03 Jul 2014 | |
Fri, 27 Jun 2014 | |
Wed, 14 May 2014 | |
Fri, 07 Mar 2014 | |
Wed, 05 Feb 2014 | |
Wed, 22 Jan 2014 | |
Fri, 17 Jan 2014 | |
Tue, 07 Jan 2014 |
Opalesque Roundtable Series - Miami 2014 Opalesque Roundtable Series - Miami 2014 (Spanish version) Opalesque Roundtable Series - Miami 2014 (Portuguese version) |
More information |
|
|
Tue, 17 Dec 2013 | |
Mon, 09 Dec 2013 | |
Mon, 18 Nov 2013 | |
Thu, 07 Nov 2013 | |
Wed, 16 Oct 2013 | |
Mon, 05 Aug 2013 | |
Tue, 16 Jul 2013 | |
Wed, 10 Jul 2013 | |
Tue, 02 Jul 2013 | |
Mon, 24 Jun 2013 | |
Mon, 17 Jun 2013 | |
Wed, 12 Jun 2013 | |
Thu, 30 May 2013 | |
Mon, 20 May 2013 | |
Tue, 14 May 2013 | |
Wed, 13 Mar 2013 | |
Mon, 21 Jan 2013 | |
Mon, 14 Jan 2013 | |
Mon, 17 Dec 2012 | |
Wed, 05 Dec 2012 | |
Mon, 26 Nov 2012 | |
Thu, 01 Nov 2012 | |
Tue, 23 Oct 2012 | |
Tue, 16 Oct 2012 | |
Tue, 02 Oct 2012 | |
Mon, 24 Sep 2012 | |
Wed, 25 Jul 2012 | |
Tue, 17 Jul 2012 | |
Thu, 05 Jul 2012 | |
Thu, 14 Jun 2012 | |
Thu, 07 Jun 2012 | |
Wed, 30 May 2012 | |
Wed, 23 May 2012 | |
Thu, 10 May 2012 | |
Thu, 03 May 2012 | |
Wed, 04 Apr 2012 | |
Thu, 12 Jan 2012 | |
Wed, 21 Dec 2011 | |
Fri, 09 Dec 2011 | |
Thu, 24 Nov 2011 | |
Mon, 14 Nov 2011 | |
Mon, 07 Nov 2011 | |
Mon, 31 Oct 2011 | |
Mon, 24 Oct 2011 | |
Thu, 06 Oct 2011 | |
Wed, 10 Aug 2011 | |
Mon, 01 Aug 2011 | |
Mon, 25 Jul 2011 | |
Wed, 29 Jun 2011 | |
Thu, 19 May 2011 | |
Mon, 02 May 2011 | |
Tue, 26 Apr 2011 | |
Sun, 10 Apr 2011 | |
Sun, 03 Apr 2011 | |
Fri, 25 Mar 2011 | |
Thu, 20 Jan 2011 | |
Sun, 19 Dec 2010 | |
Tue, 14 Dec 2010 | |
Fri, 03 Dec 2010 | |
Thu, 18 Nov 2010 | |
Tue, 09 Nov 2010 | |
Thu, 04 Nov 2010 | |
Mon, 25 Oct 2010 | |
Mon, 04 Oct 2010 | |
Tue, 20 Jul 2010 | |
Wed, 16 Jun 2010 | |
Sun, 06 Jun 2010 | |
Mon, 24 May 2010 | |
Sat, 08 May 2010 | |
Wed, 28 Apr 2010 | |
Mon, 29 Mar 2010 | |
Thu, 18 Mar 2010 | |
Thu, 04 Mar 2010 | |
Sat, 09 Jan 2010 | |
Tue, 15 Dec 2009 | |
Mon, 30 Nov 2009 | |
Tue, 17 Nov 2009 | |
Mon, 09 Nov 2009 | |
Mon, 19 Oct 2009 | |
Mon, 05 Oct 2009 | |
Fri, 26 Jun 2009 | |
Tue, 09 Jun 2009 | |
Fri, 29 May 2009 | |
Thu, 21 May 2009 | |
Wed, 13 May 2009 | |
Fri, 24 Apr 2009 | |
Thu, 19 Mar 2009 | |
Fri, 05 Dec 2008 | |
Mon, 17 Nov 2008 | |
Fri, 07 Nov 2008 | |
Mon, 20 Oct 2008 | |
Wed, 01 Oct 2008 | |
Wed, 02 Jul 2008 | |
Wed, 11 Jun 2008 | |
Fri, 23 May 2008 | |
Tue, 20 May 2008 | |
Wed, 30 Apr 2008 | |
Wed, 23 Apr 2008 | |
Tue, 25 Mar 2008 | |
Mon, 17 Mar 2008 | |