Thought Leaders

Opportunity Zone Funds present compelling investment case

December 12, 2018

UMB Fund Services Tax Managing Director, Spencer Erickson, spoke to Private Equity Wire about opportunities in Opportunity Zone Funds and how UMB is supporting clients entering the space.

Qualified Opportunity Zone Funds

November 26, 2018

The Opportunity Zones program is a new economic development tool, designed to encourage economic investment and job creation in distressed areas of communities, by allowing an incentive to taxpayers who re-invest capital gains in designated Opportunity Zones.

HFA Press Release: Hedge Fund Strategies – 2018 Industry Survey Results

July 24, 2018

The Hedge Fund Association (“HFA”), a leading global nonprofit trade and nonpartisan lobbying organization serving the alternative investment industry, announced the results of the “Top Hedge Fund Strategies” survey it conducted with the sponsorship of industry thought leader UMB Fund Services.

Top Hedge Fund Strategies – 2018 Industry Survey Results

July 23, 2018

Results and key takeaways from the 2018 second quarter survey of institutional investors, alternative investment managers and industry executives conducted by the Hedge Fund Association and sponsored by thought leader UMB Fund Services.

Miami DDA and RSM US Join HFA Thought Leadership Council

January 10, 2018

The Hedge Fund Association (“HFA”), a leading global nonprofit trade and nonpartisan lobbying organization serving the alternative investment industry, is thrilled to announce the addition of Miami Downtown Development Authority (Miami DDA) and continuation of RSM US LLP as global Thought Leadership Council sponsors.