Guest Articles & White Papers

What is a Captive?

October 15, 2018

A captive insurance company is a property and casualty insurance company that is established to provide coverage primarily to a Parent Operating Company. Captives are an effective risk management strategy to insure against risks for which commercial insurance is not available or may be too expensive.

The Market and Emergence of Alternative Lending

August 15, 2018

The hedge fund industry and the alternative investment sector as a whole has continuously undergone changes of which sectors are hot and which sectors fall out of favor.

Blockchain and Cryptocurrencies

August 1, 2018

In 2017 cryptocurrencies and blockchain technologies came front and center in the investment World. The news of people in this space making huge returns on their investments has led to a record number of new companies launching in the cryptocurrency and blockchain spaces and record investor money inflows.

White Paper: European Commission Proposal on AIFMD Premarketing

July 9, 2018

The Capital Markets Union is an ever-ambitious endeavour of the European Commission to create a seamlessly integrated cross-border capital market in Europe.

Marketing Best Practices, Traps and Takeaways for Emerging Hedge Fund Managers

June 27, 2018

By Holly Singer, HS Marketing: What’s the difference between marketing, advertising and branding? Why is ‘thought leadership’ a big deal? How can you get heard? How can you avoid common marketing traps? These are among the questions prepared by me for speaking during the recent Emerging Manager Seminar (April 19, 2018 in New York, hosted by Pepper Hamilton).

How to Increase Alpha

June 25, 2018

By Scott H. Fullman, CMT — At a meeting of the Hedge Fund Association (HFA) on May 10th there were several complaints that managers were having a difficult time creating outperformance, also known as alpha. Portfolio and money managers are paid not only to manage money but to enhance returns and manage risk.

Fund Raising in Europe – Table Talks, New York, May 2018

May 18, 2018

By Martin Cornish, M.W. Cornish & Co: This Presentation provides a high level overview of the alternatives available to non-EU Investment Managers (AIFMs) wishing to raise capital from European investors for their non-EU Funds.

The Case for Optimism: Outlook for Continuing Economic Growth

April 2, 2018

By Sal (Kislay) Shah, CPA, Crowe Horwath: Despite some recent volatility in U.S. markets, investors in both public and privately held companies have considerable cause for continued optimism.

Gotcha! Common Traps to Avoid in Vendor Agreements

March 19, 2018

By Laurence Beckler — Third party vendors typically provide products and services that enable an investment firm to plot a trading strategy and conduct daily operations. Typical engagements include, but are not limited to subscription agreements, trading and risk management systems, software licenses, and risk management tools.

Reminder: Important Deadline for RIAs and Exempt Reporting Advisers

March 6, 2018

The deadline for most Registered Investment Advisers and Exempt Reporting Advisers to file their annual updating amendment is approaching at the end of March.