Member News

Cost Containment for Hedge Fund and Private Equity Fund Managers

May 8, 2020

By Matthew Markham, COO, aXpire LLC – March 30, 2020 – AlphaWeek: Full article here.

Hedge Fund Association Announces Results of 2020 Global Board of Directors Election

May 4, 2020

HFA members re-elected Camille Clemons, Jennifer Keeney and Emily Slocum, and elected Jill Calton, Lauri Goodwyn, James Koutoulas, Alexander Reyes and Joshua Stone. All HFA Directors are volunteers serving for up to 2 consecutive 3-year terms.  Full announcement posted here.



Absolute Return Prime Brokerage Survey: ‘Mini primes’ battling for market share

July 9, 2019

Absolute Return: As prime brokerage as a whole has become more commoditised and funds continue to seek ways to cut costs, smaller prime brokers, or so-called “mini-primes” have managed to gain market share. One such firm, Celadon Financial Group, had its best year in terms of revenues in 2018, according to CEO Daryl Hersch. Download PDF…

What Gemini’s Expansion Means

July 3, 2019

The Information: It turns out last week’s rally was short-lived, with bitcoin pulling back after reaching as high as $13,500. People in the industry I’ve spoken with are still mindful of last year’s plunge, and say they would rather see the market gain steam more gradually. “Once a new base is formed, prices are likely to move higher,” said Bill Herrmann, managing partner at the investment management firm Wilshire Phoenix. Read more…

Wilshire Phoenix Continues to Build by Adding Talented Derivatives Trader Dan Grill as Partner

June 6, 2019

Wilshire Phoenix, a leading provider of investment management services for traditional, alternative, and emerging asset classes, today announced that Dan Grill has joined the firm’s executive leadership team as a Partner. Read more…

Former Ramius Managing Director Mason Stark joins Wilshire Phoenix to lead its Alternative Investments Division

March 28, 2019

The appointment of Mason Stark follows the recent high-profile additions of Cai, Chang and Furo, and further strengthens Wilshire Phoenix’s leadership team, all of whom join Herrmann with key executive roles as the firm continues its rapid growth.

HFA Press Release: Hedge Fund Association Announces New Treasurer and Regional Chapter Directors

January 31, 2019

UMB Fund Services – Best Liquid Alternatives ‘40 Act’ Fund Administrator

January 4, 2019

During 2018 UMB Fund Services continued to see growth in liquid alternatives and was able to further solidify its position as a leading administrator for registered alternative products.

UMB Fund Services Grows Business Development Team

June 11, 2018

UMB Fund Services (UMBFS) announced it has hired three associates to join its business development team. Michelle Benner, Ana Burke and Jose Rincon join UMBFS as vice presidents, business development. They will focus on new business development for UMBFS’ array of services for the asset management industry which include fund accounting, administration, tax, investor services, transfer agency, custody* and distribution*.

UMB Fund Services, FUSE Research Release Report On Unlisted Closed-End Funds

May 16, 2018

UMB Fund Services (UMB) released its second annual comprehensive report on unlisted closed-end funds (CEFs), including interval and tender-offer funds today. The research was conducted by FUSE Research Network (FUSE).