Apr

15

New Family Office Association Launches

April 15, 2008 | 1 Comment

If you’re new here, you may want to subscribe to my RSS feed. Thanks for visiting!If you have your own family office or you work for one, I think you should take notice of this new association.  Not only is it very timely, I think their web site is very informative and well laid […]

Sep

12

Mutual Fund Manager Calls Hedge Fund Investors Stupid

September 12, 2007 | Leave a Comment

Percy Walker does a fine job of responding to the ridiculous assertions made by Arne Alsin a mutual fund manager.  Alsin asserts in a Financial Times article that hedge fund investors are are idiots.   (No, that’s not Percy in the picture, he is a much more handsome chap)
 As Percy states …
Anyone with a bad word for hedge […]

Jul

25

Tips on Understanding Hedge Fund Investors

July 25, 2007 | Leave a Comment

We realize that entire volumes could probably be written about investor psycology — and maybe hedge fund investors specifically.  Yet, there are some basic observations, culled from hard won experience, that can be applied to hedge fund investors and that can make the experience of encountering them a little bit easier once you understand them.  You will note that […]

Jul

18

Hedge Fund Investors: Know Thy Salesperson, Part 2

July 18, 2007 | Leave a Comment

This is the second installment to our piece educating investors about third party marketers:  
Next, an investor should ask the agent about his/her own professional experiences. Has he/she marketed other managers? If so, whom and when? (It is certainly appropriate to check references.) Why did he/she leave and choose to market this new manager? Investors should ask what licenses the […]

Jul

16

Hedge Fund Investors: Know Thy Salesperson, Part 1

July 16, 2007 | Leave a Comment

Hedge funds, unlike traditional asset managers, are likely to use independent parties to sell their products to investors. These parties-often called third party marketers in spite of the fact they sell rather than market a product -typically strike a deal with hedge fund manager whereby they will receive a portion of the management and incentive […]