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Wealth Manager: Investing in Alternative Investment Funds
 
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Alternative investments funds or AIFs is a relatively new investment avenue in India, but one that has been gaining a lot of traction recently. Infact, investments in AIFs have doubled in the past year. We talk about Alternative Investment Funds and their new offering – the Ambit alpha fund – with Andrew Holland, CEO, Ambit Investment Advisors. www.btvin.com
Views: 1486 Bloomberg TV India
Alternative Investments Explained
 
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Why do alternative assets matter? Watch how the power of alternative investments can generate strong returns, then visit blueskyfunds.com.au. Blue Sky Alternative Investments Limited is an Australian-based diversified alternative asset manager specialising in four asset classes: Private Equity, Private Real Estate, Hedge Funds and Real Assets. Visit blueskyfunds.com.au to find out more.
Mutual Funds - How to beat Most Mutual fund managers | म्यूचुअल फंड समझें (Part 2)
 
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Mutual funds are growing more popular by the day but real knowledge about Mutual fund fees and alternatives is sparse. Mr. Varun Malhotra, in the series on Mutual fund for beginners series will explain some of the standard reasons why many advisors/professionals advise beginners to invest in active mutual funds when a better alternative can be an Index fund. Interestingly, you will also learn How to beat most mutual fund managers with Zero skill. This is the 2nd video in the series and here Mr. Varun Malhotra gives his point of view on the standard argument that 1. Mutual fund managers are skilled 2. Past Performance of Mutual fund managers is better than the Index. Since Mutual funds in 2018 have become even more well known, it is important for investors to learn the basics and get a non partial view on How to start investing and where to invest, whether in actively managed Mutual funds or index funds? Believe it or not you will also learn how to beat most mutual fund managers even if you are a beginner with literally Zero skill. These views have never been discussed before in Mutual fund Industry in India before and can have a deep impact on the common investors investing philosophy. Website : www.varunmalhotra.co.in Facebook Page: https://www.facebook.com/www.varunmalhotra.co.in/ Instagram : https://www.instagram.com/varun.malhotra.eifs/ Stock market for beginners : https://goo.gl/LQEhPp The Truth about the Mutual fund industry : https://goo.gl/Gouv4Y Mutual fund series (Part 1) - https://www.youtube.com/watch?v=8CYgDbyfvxg
Views: 23522 Varun Malhotra - EIFS
Insights on the Alternative Investment Fund Managers Directive
 
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Northern Trust experts discuss navigating the closing stretch of AIFMD
Views: 184 Northern Trust
Overview of Alternative Investments
 
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Get our latest video feeds directly in your browser - add our Live bookmark feeds - http://goo.gl/SXUApX For Google Chrome users download Foxish live RSS to use the Live Feed - http://goo.gl/fd8MPl Academy of Financial Training's Video Tutorials on CFA® Level 1 2014 -- Alternative Investments This session give an overview of the various types of alternative investments, its comparison vis-a-vis the traditional forms of investments like stocks, bonds, etc. Also we learn the concept of NAV and how to calculate NAV. For Ad Free Viewing Please visit : http://goo.gl/NgJSjn SUBSCRIBE for Updates on our Upcoming Training Videos Visit us: http://www.ftacademy.in/ About Us: Academy of Financial Training is training services company that specializes in providing a complete range of finance training services and solutions Since its incorporation AFT has trained more than 5,000 attendees in various finance domains, and is serving marquee Fortune 500 clients, making it one of the largest corporate training companies in India AFT's training modules include programs right from basic financial statements analysis to advanced financial modelling, corporate finance, risk management and capital markets, etc related trainings.
Alternative Mutual Funds: A guide for mutual fund managers
 
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Regulatory changes are bringing new, alternative investment opportunities to the Canadian mutual fund industry. Download our guide to help mutual fund managers navigate the new liquid alternative fund market in Canada.
Views: 77 Scotiabank
Alternative Investments Explained In 2 Minutes I Aspiration Investments
 
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SUBSCRIBE: http://bit.ly/AspirationSub Everyday Americans’ investment options include stocks, bonds, and mutual funds, but the wealthiest Americans’ have access to hedge funds, private equity, venture capital, and real estate funds. These alternative investments are in the portfolios of almost all millionaires. Watch and learn. Aspiration Investments On YouTube Aspiration is an online investment firm built for the middle class not millionaires. Connect with Aspiration: Twitter: https://twitter.com/Aspiration Facebook: https://www.facebook.com/AspirationInvestments Vine: https://vine.co/Aspiration Pinterest: http://www.pinterest.com/AspirationPin/ Google+ : https://plus.google.com/+AspirationInvestments/ Website: https://www.aspiration.com/ Alternative Investments Explained In 2 Minutes I Aspiration Investments https://www.youtube.com/user/aspirationmedia "Monkeys Spinning Monkeys" Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 http://creativecommons.org/licenses/by/3.0/
Views: 14903 Aspiration
Jean Guill, Director General of CSSF, on alternative investment funds
 
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Listen to Jean Guill, the Head of the Luxembourg Regulatory Body, talk about shaping the future of alternative investment funds.
Views: 319 KNEIPvideo
Scott Kalb: How Sovereign Wealth Funds select external managers for alternative investments
 
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Subscribe to this channel: http://www.youtube.com/OpalesqueTV Korea's Sovereign Wealth Fund, the Korea Investment Corporation (KIC), is a global investment management company, established in 2005 by the Korean government to manage part of the country's foreign exchange reserves and other public funds. Scott Kalb recently completed his term as Chief Investment Officer and Deputy CEO of KIC. In this Opalesque.TV BACKSTAGE interview, shot literally backstage at the SALT Asia conference in Singapore, Scott talks about: *"You get asked": how to become the CIO of a SWF * How SWF select external managers for alternative investments: Process, Preferences, Partnership * The role of hedge funds and alternatives in a SWF portfolio * When would a SWF redeem from a hedge fund? * When not to invest in hedge funds - examples of red flags to look out for * Structural issues in the hedge fund industry SWFs take issue with: - Taking performance fees on unrealized gains - Why High Watermarks don't solve the problem * Trends within SWFs: - towards disintermediation - cooperation with each other - co-investments * How important is liquidity for SWFs? * Can a SWFs' investment also have political motives? * What is a SWF really? * A SWF's challenge: Doing longterm investments under external short-term pressures * "The term is done": Why has Scott Kalb left the KIC & the future Korea's Sovereign Wealth Fund, the Korea Investment Corporation (KIC), was launched to protect and grow sovereign wealth for future generations as well as to help the development of the financial industry in Korea. As of mid 2012, KIC's asset reportedly reached $50bn. Mr Kalb joined KIC in April 2009 with more than 25 years of international experience in asset management and research. Prior to his position at KIC, he was Senior Portfolio Manager at Balyasny Asset Management (BAM) during 2006-2008. Before BAM, he served as CEO and Senior Portfolio Manager at Black Arrow Capital Management - a firm that Mr. Kalb helped co-found in 2002- and which was later merged into BAM. From 1999 to 2002, he was Vice-President and Senior Equity Portfolio Manager at Tudor Investment Corp. From 1990 to 1999, he was with Citigroup, where he served as Managing Director Smith Barney International Asset Management (1995-1999) and Head of International Equity Research for Salomon Smith Barney (1990-1995). Earlier in his career, Mr. Kalb served as economic consultant at Korea's Economic Planning Board and the Ministry of Finance from 1984 to 1986.
Views: 1972 OpalesqueTV
KPMG in Bermuda: Alternative Investment Fund Managers Directive
 
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With the transitional year to achieve compliance due expire on 21 July, 2014, the AIFMD is again a pressing issue for managers of alternative investment funds. In this Podcast, Ewan McGill and John Donnelly of KPMG in Bermuda, consider some of the pressing issues that managers should be focusing on now, as we near the deadline for compliance, and answers some Frequently Asked Questions.
Views: 799 KPMGinBermuda
Chronic difficulty and failure raising assets: Why 89% of all hedge funds never get over $100m
 
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Subscribe to this channel: http://www.youtube.com/OpalesqueTV Bryan Johnson has worked for 27 years in the alternative investment business, first as a portfolio manager for two family offices, then as founder of a family office consultancy where he worked with about 63 families investing $3 billion in private equity and hedge funds . Since 2010 he helped over 300 smaller fund managers with the holistic challenge of formulating and implementing appropriate marketing processes. With 9 out of 10 managers failing to grow over a $100m assets, smaller managers face an existential marketing challenge. The average asset size of funds liquidated in 4Q14 was $76m one year prior to closing. Johnson believes that the primary reason why most managers do not get over the hundred million hurdle is not because of poor performance, but because of poor marketing. And the problem behind that is that most managers do not have a structured, disciplined and focused marketing process to articulate not only their investment processes, skills and ability to generate sustainable ALPHA but enterprise-wide processes, operational strength and execution blueprint to the right investors. Managers should honestly reflect about their outreach procedures and aim to avoid the “unstructured, ad-hoc and inappropriate” marketing behavior that unfortunately seems to have become the norm and leads to chronic difficulty and failure raising assets. Most founders also tend to underestimate “the length of the runway”, i.e. the temporal expansion of the allocation process, particularly since the credit crisis. Gaining the attention of the right investors is a huge challenge, while at the same time investor due diligence has grown exponentially, leaving many managers overwhelmed to the extend that Johnson actually talks out 25% of them from starting a fund business. Not everyone is ready for Johnson’s tough coaching, and many founders waste two years before they realize they don’t do a good job in building their business. However, the small minority of funds that adopts the right marketing process early on have demonstrated they are able to raise four times more money than the top performing funds. In this Opalesque.TV BACKSTAGE video, Johnson also speaks about: - How to save 90% of marketing costs - Three principal mistakes that can lead to a fund’s early death plus three critical areas managers should focus to develop their business - Quantifying the U.S. family office and high net-worth investor landscape: Over U.S. 55,000 individuals and families (net worth of $50m+) managers fail to identify and engage with - Where high net-worth and family offices really look for managers - How family offices select their investments: The two top line considerations of family offices - How does an investor-centric marketing process look like? The 2-2-1 Strategy - 40 BPs versus 70 BPs: Most managers don’t know their costs of raising assets from private wealth versus institutions and generally underestimate what’s involved to get allocations - How many meetings are required to get three to five allocations? - Why performance is not a retention strategy - When should a fund manager hire a dedicated marketer? - Are third party marketers an option for smaller managers? - “Spray and pray”: Will posting returns to a commercial database attract investors? - How managers can avoid the FIFO allocation (first in, first out) - How to identify service partners: smaller managers need service partners, not service providers. Bryan Johnson is the founder of Johnson & Company, a marketing consultancy for sub-institutional hedge funds and alternative asset managers. Before that he worked as a portfolio manager inside of two family offices. He also founded and ran for 12 years a family office consultancy where he worked with about 63 families and about $3 billion in private equity and hedge funds. Johnson initially came to Texas as chief expert witness and lead consultant for The Attorney General of Texas and The State of Texas in the evaluation of hedge funds and private equity firms in the acquisition of the assets of Texas Genco in the multi-billion dollar true-up of Centerpoint Energy (CNP:NYSE). He then became global head of the alternative investment group at Moody’s where he was involved with the deployment and global distribution of an operational risk product to large hedge funds like SAC, King Street, Millennium, Fortress, Marshall Wace, Brevan Howard.
Views: 11466 OpalesqueTV
DMS Insights: Alternative Investment Fund Managers Directive
 
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DMS Managing Director Derek Delaney, Director Conor MacGuinness and Risk Director Jason Poonoosamy discuss AIFMD.
Views: 1627 DMS Governance
The Alternative Investment Fund Managers Directive (AIFMD)  Panel
 
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AIFMD -- The role of the depositary and the impacts on AIFs Radical reforms from Brussels addressing the way alternative funds are sold and passported across Europe are about to impact hedge fund and private equity managers. From July 2013, the Alternative Investment Fund Managers Directive will impact how most alternative investment funds operate in the EU by subjecting them to a raft of new regulations including custody and documentation requirements. Are you ready for AIFMD? Hear industry experts discuss how operations staff need to prepare.
Views: 1569 The CISI
Amundi Alternative Investments: AIFMD to create tailwind for hedge funds, making them more...
 
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Subscribe to this channel: http://www.youtube.com/OpalesqueTV Paris-based Amundi Alternative Investments is the alternative branch of Amundi, the second largest asset manager in Europe with $ 852 Billion in AuM. Founded in 1992, the firm has 100 employees worldwide and manages nearly $12 Billion in alternative investments, including a managed account platform, for institutional clients (public authority and pension funds). Already in 2010 Amundi Alternative Investments launched an onshore, Ireland-based platform to be ready for the arrival of AIFM in 2013. This managed account platform which allows institutions to invest directly into hedge funds. Amundi experiences a strong demand for onshore-regulated hedge funds, also from Asia, to the extent that Bermuda-based offshore funds were moved to the Ireland platform. Hear from Deputy CEO Franck Dargent in this Opalesque BACKSTAGE video: − Why AIFM will be a success, making hedge funds more respectable for European investors − Why UCITS funds may be challenged to deliver absolute returns − What does the IMF's Global Financial Stability Report (April 2012, "No asset can be viewed as truly safe") mean for alternative investments? − What are Asian investors looking for? − The need for tail-hedge products Franck Dargent is Deputy Chief Executive Officer and Head of Business Development at Amundi Alternative Investment. Before joining Amundi AI Group in January 2008, Franck Dargent has held various positions in Crédit Agricole group. In 2006, he was named a Senior Advisor of the Sales team of Crédit Agricole Corporate & Investment Bank (formerly Calyon) covering French Regional Banks. There he developed the model Portfolio automation and the reporting system for exotic products. In 2002, he joined Crédit Agricole Indosuez Securities (Japan) as Head of Financial Institutions Sales. He organized the merger of the Crédit Agricole Indosuez and Crédit Lyonnais sales teams to form Calyon Securities Japan. From 1999 to 2002, he was a Senior Fixed Income Sales Manager at Crédit Agricole Indosuez Securiries (Japan) in Tokyo. Mr. Dargent previously worked at Banque Indosuez in various capacities from 1991 to 1999, ranging from Market Risk Management to Interest Rates Sales & Trading in Paris and Tokyo. He began his career at Andersen Consulting in 1988, before moving to the middle office of Société Générale North Pacific Branch from 1989 to 1990. In 2005, he launched his foundation (foundation Rainbow Bridge) supporting sustainable development projects in favor of women and children in catastrophe striken area. Mr. Dargent is a graduate of HEC (France) where he obtained a degree in 1988.
Views: 2285 OpalesqueTV
Anton Kreil Explains What a REAL Hedge Fund Manager Does
 
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SEMINAR REGISTRATION - CLICK HERE - http://www.itpm.com/seminars/ TRADER MENTORING PROGRAMS - CLICK HERE - http://www.itpm.com/trader-mentoring/ ONLINE EDUCATION - CLICK HERE - http://www.itpm.com/education/ Clip from "INVESTMENT BANKS DESTROYED in this AWESOME Presentation - Part 2" - http://www.youtube.com/watch?v=-UG11JzWzMY
Views: 76662 InstituteofTrading
The Rise of Alternative Investments
 
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Filmed alongside the second annual Insight Summit, the AQR Asset Management Institute’s flagship conference distilling the best of academic and practitioner insights on critical issues impacting the investment industry today. Insight Summit 2016: Alternative Investing and the Regulatory Environment was held at London Business School on 2nd November 2016. Contributors include: Francesca Cornelli, Professor of Finance, London Business School Scott Richardson, Managing Director, AQR Capital Eli Talmor, Professor of Accounting, London Business School Salvatore Miserendino CFA, Director, BeaconRise Learn more about the Insight Summit series: http://bit.ly/2f7fw8S Subscribe on YouTube: http://bit.ly/2fQAm0p Follow the AQR Institute on Twitter: http://bit.ly/2g3q3Uw
Alternative Investments Summit India 2017- Perspectives on Structuring Investment Funds
 
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Nishith Desai - Managing Partner, Nishith Desai Associates Richie Sancheti - Head, Investment Funds Practice, Nishith Desai Associates Rajesh Simhan- Partner & Head, Internatiional Practice, Nishith Desai Associates
Hedge Funds vs Mutual Funds - Difference between Traditional Funds and Hedge Funds 🙋
 
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Hedge Funds versus Mutual Funds. http://www.financial-spread-betting.com/course/technical-analysis.html PLEASE LIKE AND SHARE THIS VIDEO SO WE CAN DO MORE! What is the difference between traditional funds and hedge funds? Are these the same or different? Both hedge funds and mutual funds are managed by a portfolio fund manager. Hedge funds are managed actively by a hedge fund manager who will decide where to allocate capital and different trading ideas. A hedge fund can go long or short - they have multiple different ways to express an idea so they have more flexibility. You can't really put a very small amount with a hedge fund - there are barriers to entry. Performance remuneration is very much performance based - typically 2% management fee, 20% performance fee. Some of these hedge funds are quite high risk... Mutual funds are much more geared towards picking assets that will increase in value in the long term. Mutual funds are very regulated and limited to what they can charge and the fee structure is made very clear. Related Videos Hedge Fund Strategies Series (3 Parts) Hedge Fund Strategies, Short Only Hedge Fund Strategy - How Hedge Funds Invest Capital Part 1 🙋 https://www.youtube.com/watch?v=xiTKiVKcL3g Long/Short Equity Hedge Fund Strategy - 130/30 Strategy Explained Part 2 🙋 https://www.youtube.com/watch?v=ElGNbOUxjpQ Hedge Fund Merger Arbitrage Strategy - Speculating on Pending Mergers/Acquisitions Part 3 🙋 https://www.youtube.com/watch?v=zgYEHB93ri4 What is the 130 30 Investment Strategy? ➡️ https://www.youtube.com/watch?v=LrAgQ53Kw0Q Hedge Funds vs Mutual Funds - Difference between Traditional Funds and Hedge Funds 🙋 https://www.youtube.com/watch?v=mtAS5Y7jjD4 Top 10 Biggest Trading Losses in History: Famous Trading Blowups! 😲 https://www.youtube.com/watch?v=OPJ73r9NR60
Views: 1688 UKspreadbetting
Alternative Investment Fund Managers Directive - You're a depositary
 
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So, you've done everything you should to adopt the AIFMD. What's next? Stakeholders nowadays want reassurance that you're fully AIFMD-compliant. To that end, they're looking for transparent information on... This video is for informational purposes only, it is not intended to provide, and should not be relied upon, for any kind of advice. Viewers should consult legal, tax and/or accounting advisors before engaging in any transaction.
Views: 775 PwC Luxembourg
Investors, fund managers largely unaware they can include alternative assets in a self-directed IRA
 
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Investors, fund managers largely unaware they can include alternative assets in a self-directed IRA The US retirement market size is $28 trillion with IRAs accounting for $9.2 trillion. Most investors are not aware they can include alternative assets in a self-directed IRA. Self-directed IRAs give US retirement investors control over their investment choices and allow them to use tax-advantaged money to invest in alternative assets. These IRAs can hold everything from private company stock to hedge funds, private equity funds, venture capital funds, private debt, Peer-to-Peer lending or real assets such as real estate, non-traded REITs, land and mineral rights – the list goes on. Most retirement savers are not aware of this option, and neither are most advisors, capital raisers and alternative investment managers. Self-directed IRAs are well suited to a multi-year investment horizon, and so a few pioneering alternative investment fund managers have started to realize that high-net-worth individuals’ IRAs can be an additional source of capital. Alternative investments continue to become more mainstream. In fact, surging stock levels aren't deterring self-directed retirement investors from diversifying their portfolios with alternative assets. This creates opportunities for financial advisors to engage with clients on a whole new level. However, holding alternative assets in retirement accounts requires special knowledge and handling, so many broker-dealers don’t offer alternatives as an option for IRAs. That’s where PENSCO comes in, a regulated, self-directed IRA custodian with thousands of clients with billions of dollars in assets under custody. PENSCO is also a successor custodian for large broker-dealers such as Morgan Stanley, Merrill Lynch, UBS. Hear Curtis Glovier, PENSCO Chairman & CEO and Opus Bank Senior Executive Vice President, Head of Wealth Services, speak about: The growth of alternatives in IRAs PENSCO’s vision of democratizing alternative investments by serving individuals Who the typical PENSCO client is with alternative assets in their IRA Why PENSCO is viewed as the gold standard custodian for self-directed IRAs PENSCO’s technological edge: Easy set-up, transfer and transact alternative asset deals on their industry-leading “Alt-Nav” platform The FinTech revolution: How PENSCO enables third party investment platforms to tap into IRAs to gain more investment dollars. Curtis Glovier is Chairman and CEO at PENSCO Trust Company, a subsidiary of Opus Bank. As Chairman & CEO, Curtis is responsible for leading PENSCO and also serves as Opus Bank’s Senior Executive Vice President, Head of Wealth Services, and Senior Managing Director in the Merchant Banking Division. Previously, he was Managing Director at Fortress Investment Group, LLC, and has been a director of Opus Bank since September 2010. Curtis has 20+ years of leadership experience in financial services, which has included tenures at Perseus, LLC, and Goldman Sachs. He led Perseus' middle market buyout and recapitalization activities, with a focus on business services and branded consumer products, and debt financing activities. He has served as a board member for several companies spanning energy technology, manufacturing, communications, and consumer products. Curtis received a B.A., cum laude from Princeton University, and an M.B.A. as a Palmer Scholar from The Wharton School of the University of Pennsylvania. Q. Who is PENSCO and what do you do? PENSCO is a self-directed IRA custodian--we help individuals directly invest their retirement money in non-exchange traded assets like real estate and private equity. PENSCO’s role is to determine if an investment may be administered in a self-directed IRA. We don't approve or endorse the actual investment but we are responsible for facilitating the initial investment and administering the assets in our clients’ accounts over the course of the assets' lifetime. We manage the extensive recordkeeping required by the IRS and handle the reporting of contribution, distribution and investment activity within the account, including quarterly reports, processing of annual asset valuations and other documentation. Investors and their advisors — not the IRA custodian — are solely responsible for evaluating the investment’s merits and suitability.
Views: 344 OpalesqueTV
Key takeaways from the ALFI European Alternative Investment Funds conference
 
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ALFI held its annual European Alternative Investment funds conference on 22 & 23 November. More than 600 fund industry experts from 27 countries attended. Check out the conference report: http://www.alfi.lu/node/3369 Denise Voss, the ALFI Chairman said: “European institutional investors are increasingly asking for alternative investment funds that are managed in a sound regulatory framework, so we are starting to see the promise of AIFMD. This conference is a great opportunity for alternative fund managers to meet Luxembourg fund industry experts to discuss how to grow their business for the benefit of investors.” The topics addressed at this year’s conference were highly relevant, extensive and diverse. The new European Commission had expressed its intention to regulate “less but better”. In the meantime regulators are busy with the definition and implementation of technical specifications and guidelines. Verena Ross, Executive Director at ESMA commented: “The AIF sector is obviously a very important focus point of ESMA’s work because it brings together investors with the financing of the real economy, and while we see the benefits of bringing that together, we also need as regulators look at potential risks and issues and how best to deal with them.” One of the most prominent discussion topics on everybody’s mind was the AIFMD third country passport. Jean-Marc Goy, Counsel for International Affairs, CSSF stated: “ESMA issued its opinion at the beginning of summer, in this respect. Unfortunately, the opinion is not perfect. If ESMA would have listened more to the CSSF, it would look different. Now, the file is in the hands of the European Commission, and the EU Commission has other important files to deal with, like the Capital markets Union. For the AIFMD third country passport, a cautious approach would seem advisable, especially taking into consideration the Brexit discussions and where these could lead us.” Recent developments in the field of taxation may have far-reaching implications on the alternative fund industry as well. Giuliano Bidoli, Tax Partner at KPMG said: “BEPS and, more recently, the EU anti-tax avoidance Directive will dramatically change the international tax landscape. Although recent developments are not aimed at the fund industry, asset managers should still assess their tax strategy and see if it fits with the future.” While asset managers are used to deal with and to adapt to a steadily evolving legal and regulatory environment, rapid technological developments constitute a more recent paradigm for the industry. A broad variety of financial technology companies is entering the market. Serge Weyland, BIL commented: “FinTech companies really challenge all of us in the asset management business, from front, middle to back office. There will be tremendous opportunities, but also a lot of challenges. As Darwin put it, it is not the strongest that will survive, but those who are the most adaptable to change.” Beside the opportunity to keep oneself knowledgeable about new trends and developments, ALFI’s Alternative Investment Funds Conference offers participants an excellent networking platform: Dr. Angelina Pramova, Head of Business Development, GAM (Luxembourg) S.A. stated: “Being present at this conference is an excellent opportunity for us to catch up with relevant players on the Luxembourg market, but also to exchange important views with the regulator.” Ewald Hamlescher, Managing Director, GAM (Luxembourg) S.A. said: “GAM is a long standing member of the Luxembourg fund community, it’s always committed to being present at the ALFI conference, and therefore for us a very important venue for meeting our colleagues in the fund industry.”
Views: 7962 ALFILuxembourg
Cross-Border Distribution Conference 2015 - Alternative Investment Funds under AIFMD
 
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Interview of Jacques Elvinger - Partner, Elvinger, Hoss & Prussen
Alternative Investment Fund Managers Directive - You're an AIFM
 
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So, you're an authorised AIFM now. What's next? Stakeholders nowadays want to know how you comply with AIFMD. To that end, they're looking for transparent information on... This video is for informational purposes only, it is not intended to provide, and should not be relied upon, for any kind of advice. Viewers should consult legal, tax and/or accounting advisors before engaging in any transaction.
Views: 1300 PwC Luxembourg
ALFI European Alternative Investment Funds Conference
 
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KPMG Luxembourg’s Anne-Sophie Minaldo, Thierry Ravasio, Vincent Heymans, and Adam Bates from KPMG UK interviewed on Alternative Investments during the ALFI conference.
Views: 215 KPMG Luxembourg
Asset Management: Industry Overview and Careers in Asset Management
 
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Asset Management: Industry overview and Careers in Asset Management Asset Management is about managing clients’ investments and providing them with the strategies and expertise that would allow them to achieve their goals and secure their financial future. This video is part of our series dedicated to the different sub-industries in the world of Business & Finance.Our goal is to understand how it functions, what type of services it offers its clients, which are the major players in the field and what it is like to do this for a living. An individual or an institution is likely to approach an asset management firm when their investment income is substantial. In such cases, asset managers are able to offer expertise across a wide spectrum of asset classes (such as stocks, bonds, commodities, real estate, private equity, etc). Moreover, large firms have branches all over the world and are therefore able to offer geographical expertise as well. Given that asset managers closely follow all of these markets, they are able to offer high-quality advice and superior risk-return investments. The large players in the asset management industry are indeed very large. There are several companies whose assets under management exceed $1 trillion. Some of them are pure investment funds (BlackRock, Vanguard, StateStreet, Fidelity), while others are arms of the large banking conglomerates (Goldman Sachs, Deutsche Bank, UBS, BNP). The largest firm in the world in terms of assets under management in 2015 was BlackRock. On Facebook: https://www.facebook.com/365careers/ On the web: http://www.365careers.com/ On Twitter: https://twitter.com/365careers Subscribe to our channel: https://www.youtube.com/365careers
Views: 105975 365 Careers
Hedge Fund Manager- Why are you tring to do it?
 
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Money, Lifestyle, Love of investing? 1. Gideon Berger of Blackstone:Hedge Fund Solutions group, Blackstone Alternative Asset Management (BAAM®), 2. Kenneth C. Griffin of Citadel 3. Jason Karp of Tourbillon Capital 4. Alexander Klabin,of Senator Investment Group LP. What is the secret to building a great hedge fund? In this highly concentrated industry, 90 percent of assets under management are controlled by only 11 percent of the funds. With so much money going to so few, this market is one of the toughest for new managers to scale. Performance obviously matters, but veteran managers would argue that people make up the secret sauce that brings great performance and client trust. Our panel will discuss how a manager can pick the right strategies and people necessary to build a world-class investment team. Among the questions they will consider: Is a key-man fund better than the multi-manager model? Which do institutional clients prefer and which is easier to scale? And how to you attract the best analysts and portfolio managers? When the fund is down, what keeps investors in the game?
Views: 2368 scottab140
Ask Inversiones asks: Finding The Top Hedge Fund Manager
 
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How-to videos about alternative investments, Michael Corcelli, Ivonne Kinser
Views: 223 InvesionesLatAm
Managing Risk in Alternative Investment Strategies: Hedge Funds
 
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An understanding about how past returns are generated is imperative to successful asset allocation.
Views: 89 Mark Tuminello
Alternative Investments (Inside a Hedge Fund)
 
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Inside a Hedge Fund (CNN) The world of Alternative Investments : In the era of significant market turmoil institutional, as well as individual, investors look beyond traditional investment vehicles such as bonds and shares. For example, the price of gold substantially increased in 2009. The purpose of this course is to explore the world of alternative investments such as investments on hedge funds, private equity / venture capital funds, real estate, and commodities, either directly or through funds of funds. The course will combine theory with empirical exercises, allowing students to get a "hands-on" experience. We want to see what the return-risk characteristics of alternative investments are, what attributes to their appeal, how to understand related technical publications, and how to construct a portfolio using them. External Link : the LSE Alternative Investments Conference http://www.lseaic.com/
Views: 1412 QUANT GEN
IIFL Dhan Ki Baat Episode 26 - Alternate Investment Funds decoded
 
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In the 26th episode of IIFL Dhan ki Baat, Jayanth Ranganathan, Executive Vice President, IIFL Securities explained what is Alternative Investment Funds (AIF) and how to invest in one. Have any queries on Debt instrument? Head over to our website and ask us anything: https://goo.gl/4nZrZF #IIFLDhanKiBaat के 26th एपिसोड में IIFL Securities के Executive Vice President, , Jayanth Ranganathan ने Alternative Investment Fund (AIF) के बारे में जानकारी दी |
Views: 3797 IIFL Markets
Hedge Funds -  Strategies
 
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Get our latest video feeds directly in your browser - add our Live bookmark feeds - http://goo.gl/SXUApX For Google Chrome users download Foxish live RSS to use the Live Feed - http://goo.gl/fd8MPl Academy of Financial Training's Video Tutorials on CFA® Level 1 2014 -- Alternative Investments This session explains the varied types of investment strategies typically followed by Hedge Funds For Ad Free Viewing Please visit : http://goo.gl/NgJSjn SUBSCRIBE for Updates on our Upcoming Training Videos Visit us: http://www.ftacademy.in/ About Us: Academy of Financial Training is training services company that specializes in providing a complete range of finance training services and solutions Since its incorporation AFT has trained more than 5,000 attendees in various finance domains, and is serving marquee Fortune 500 clients, making it one of the largest corporate training companies in India AFT's training modules include programs right from basic financial statements analysis to advanced financial modelling, corporate finance, risk management and capital markets, etc related trainings.
CFA Level 1 | Alternate Investments | Part 1 | 2017
 
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The whole of Alternate Investments Topic of CFA Level 1 Curriculum has been covered. The Schweser Material has been used as reference Book. A thorough understanding is required for the topic as Hedge Funds and Private Equity Might be difficult to understand.https://api.whatsapp.com/send?phone=919831149876&text=Want%20to%20know%20more%20about%20CFA%20classes CFA | FRM | SFM | Excel Live Classes | Videos Available Globally For Details: www.aswinibajaj.com WhatsApp: +91 9831149876 & we shall get back to you. E-mail: [email protected] Hope you had a great learning experience! Do Like and Subscribe! And check our other videos on Finance (CFA, FRM, SFM), Resume making, Career options, etc. Click to access playlist. https://www.youtube.com/channel/UCyt8himITSzS0U9ktWIxc8g/playlists Thank you.
Views: 26820 ASWINI BAJAJ
Top tips in identifying good fund managers
 
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To be successful in the private equity market, you would likely need the helping hand of an efficient fund manager to make your investment go further. Nabeel Laher, Head of International Private Equity at Old Mutual Alternative Investments, identifies the 5 key factors that to look out for in a fund manager. For more insights on private equity and fund management, visit: http://bit.ly/2zHRJYT
Views: 106 SuperReturnTV
Mark Okada (Highland Capital): From the first CLO to alternative mutual funds (Part 1)
 
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Subscribe to this channel: http://www.youtube.com/OpalesqueTV Mark Okada is co-founder and Chief Investment Officer of Highland Capital Management, LP (HCM), a registered investment advisor based in Dallas, Texas with roughly $19bn in assets under management. HCM originated in 1993 with a focus on credit, particularly the bank loan space, and actually launched the first Collateralized Loan Obligation in 1996, which is now a $1 trillion asset class. Since then, HCM has expanded from its credit specialty to include a diverse range of strategies, including offering alternative mutual funds to retail investors and launching the second ETF in the bank loan space. In this Opalesque.TV interview, Mark talks about his firm's vision to turn the bank loan space into a true fixed income alternative asset class at a time when there were only a few players buying and trading bank debt. He also describes why HCM shifted into retail offerings over 10 years ago, and why massive outflows from traditional asset classes, changes to the U.S. mutual fund business, and shifting RIA roles favor alternative mutual funds going forward. Hear Mark speak about: Highland's roots in buying undervalued assets during the S+L crisis: From salary-based compensation to a global $19bn asset manager Turning the bank loan space into a true fixed income alternative asset class Launching the first CLO in 1996 and its growth to a $1 trillion asset class Why credit strategies have outperformed equity hedge funds HCM's diversified alternative investment offerings Why alternative mutual funds? How to bring alternatives to retail investors Mark Okada, CFA Co-Founder, Chief Investment Officer Mr. Okada is Co-Founder and Chief Investment Officer of Highland Capital Management, L.P. and is responsible for overseeing Highland's investment activities for its various strategies. Mr. Okada is a pioneer in the development of the bank loan market and has over 25 years of credit experience. He is responsible for structuring one of the industry's first arbitrage CLOs and was actively involved in the development of Highland's bank loan separate account and mutual fund platforms. Mr. Okada received a BA in Economics and a BA in Psychology, cum laude, from the University of California, Los Angeles. He has earned the right to use the Chartered Financial Analyst designation. Mr. Okada is a Director of NexBank, Chairman of the Board of Directors of Common Grace Ministries, Inc. and is on the Board of Directors for Education is Freedom.
Views: 2060 OpalesqueTV
Amanda H. Haynes-Dale:  Pioneer in funds of hedge funds
 
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Subscribe to this channel: http://www.youtube.com/OpalesqueTV Fund of hedge funds manager Amanda Haynes-Dale was one of the earliest fund of hedge funds managers and one of the first women to become a power player in alternative investments. She started her initial fund, Pan Multi Strategy, in January 1991 and has built Pan Reliance Capital Advisors into one of the most respected allocators in the alternatives industry. With her 20 years of experience in managing funds of hedge funds, Ms. Haynes-Dale describes how the hedge fund industry has evolved from its early days, when hedge funds were typically "a couple of guys and a phone", to the institutionalization that has turned it into a multi-trillion dollar industry. She discusses identifying emerging talent in the 1980s and 1990s, which led to allocations into future star managers such as David Einhorn and Mark Kingdon. Ms. Haynes-Dale addresses the public backlash against funds of hedge funds that occurred following the financial crisis, and why going forward these vehicles remain a vital source of risk-adjusted returns. She also says that despite the benefits of greater transparency and increasing allocations, institutionalization is also "paralyzing" many institutional investors into a "box-checking" methodology that can neglect the best performing managers. Learn about: • How hedge fund investors picked funds 20 years ago • The Pan Reliance edge, a long-term investment philosophy • When to redeem from a manager • Improvements of the woman's place in hedge funds About Amanda Haynes-Dale: Ms. Haynes-Dale currently serves as a Managing Director of Pan Reliance Capital Advisors ('Pan Reliance'), a New York fund of hedge funds manager focused on high net worth individuals, family offices and small to mid size institutions. Pan Reliance manages the Pan and Reliance family of funds. Pan Reliance is a Women Owned Business Enterprise ('WOBE'), certified in both the city and state of New York. Ms. Haynes-Dale has one of the longest and most successful track records in the fund of hedge funds industry. In January 1991, she started her first fund, Pan Multi Strategy LP and has been the lead portfolio manager on the fund ever since. Ms. Haynes-Dale also serves on the investment committee of the Rock Maple Funds, a fund of hedge funds group in New York and Tokyo. From 1998-2004, Ms. Haynes-Dale also served on the Advisory Board of Key Asset Management, a funds of hedge funds group, now part of Swedish bank SEB. Prior to founding her own firm, Ms. Haynes-Dale was a registered representative and investment manager for Wertheim & Co (now part of Morgan Stanley Smith Barney). Ms. Haynes-Dale graduated from the New York Institute of Finance, after attending New York University Stern School of Business, the Madeira School in Greenway, Virginia and the Spence School in New York City.
Views: 3895 OpalesqueTV
Bruce Mommsen - Matrix Fund Managers - FULL INTERVIEW - BLACK ONYX Alternative Investments
 
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In this interview, Andrew Ludwig from BLACK ONYX asks Bruce Mommsen If you wish to learn more about this fund or the manager being interviewed, please contact us via www.blackonyx.co.za BLACK ONYX is an alternative investment specialist. We provide an independent platform for boutique asset managers to connect with wealth professionals and assist experienced investors with sophisticated portfolio construction. We believe investors need to be better informed to achieve the best risk-adjusted returns. Therefore, we work harder at identifying the best ideas, with the least correlation, to a cluttered investment environment. In doing so, we represent award winning, regulated alternative investments and cost-efficient structures, while running no public funds of our own. BLACK ONYX Alternative Investments (Pty) Ltd is registered Financial Services Provider (FSP 47701). Visit www.blackonyx.co.za for more detail. BLACK ONYX represents around 30 carefully selected local hedge fund managers, who have undergone multiple layers of independent and institutional due diligence. These managers are selected from a universe of over 1600 funds based on their exemplary performance and approach to risk. In turn, their diverse and specialised strategies are assembled into cost effective CIS structures. Regulated hedge funds offer you accessibility to strictly researched alternative strategies that include: • Long Short Equities • Long Only • Market Neutral • Fixed Income • Multi-Asset • Multi-Manager Individually or collectively these strategies track absolute returns with zero to low correlation to the JSE and their General Equity and Balanced Fund peers, seeking significantly better overall results with substantially less risk over time. Disclaimer: BLACK ONYX is an authorised Financial Services Provider (FSP 47701) based in the Republic of South Africa and warns that there are risks associated with financial products and past returns do not guarantee future performance. The purpose of this content is to present different FSB regulated asset management strategies, overseen by FSB regulated firms and individuals, who's opinion may not necessarily be shared by BLACK ONYX and or members of the public. No information or opinions contained in these interviews constitute a recommendation or invitation in any jurisdiction to invest. Alternative Investments, Boutique Asset Managers, Hedge Funds (RIHF / QIHF), Multi Managers, Fund of Hedge Funds, Equity Long Short, Long Only, Market Neutral, Fixed Income, Multi Asset, Property Portfolios, Real Estate Investment Trust (REIT), Private Equity, Discretionary Fund Management (DFM / DIM), Investment Portfolios, Collective Investment Schemes (CIS), Unit Trusts, Exchange Traded Funds (ETF).
Views: 61 andrew ludwig
Overview of the global Artesian Group: an alternative asset investment manager
 
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This video provides an overview of the Artesian group, including how it has developed over time and where it is headed. Hear from three of our senior team members on various aspects of the group and what makes us unique. Read more below or visit: http://www.artesianinvest.com/ Hear from partner & COO Tim Heasley on: how we got started, our growth into early-stage venture capital investing, what makes our partner-driven startup investment model unique and where the future may take us. Hear from managing partner Matthew Clunies-Ross on: our origins in credit arbitrage, our corporate bond business and the advantage of having a global footprint. Hear from partner Luke Fay on our equity crowdfunding business, VentureCrowd; Australia’s leading multi-asset class equity crowdfunding platform. Learn more about VentureCrowd Startups, VentureCrowd Property and VentureCrowd Credit here: https://www.venturecrowd.com.au/ - Artesian is an alternative investment management company. We are based in Sydney, Australia, with offices in: Melbourne, London, New York, Shanghai and Singapore. Our global team is committed to helping investors access and benefit from alternative asset investing. Alternative asset classes have historically been difficult for individual investors to access, understand and participate in. At Artesian, we want to change all of that. We offer sophisticated investors in Australia the ability to invest in Australian corporate bonds as well as alternative asset classes including early-stage ventures (startups). Our flagship fund, the Artesian Australian VC Fund (AFOF), provides investors with tax-free exposure to 500-1000 high growth-potential startups sourced from Australia’s key hubs of startup activity, including: universities, incubators, accelerators and angel groups. Some funds are also open to eligible foreign investors under Australia’s Significant Investor Visa programme. We offer a SIV-compliant bond fund and an early-stage venture capital fund. You can learn more about Artesian and enquire here: http://www.artesianinvest.com/
Helena Wedin on Alternative Investment Funds
 
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Description
Views: 325 Nasdaq
Bruce Mommsen - Matrix Fund Managers - Full Interview by BLACK ONYX
 
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In this FULL interview, Andrew Ludwig from BLACK ONYX asks Bruce Mommsen from Matrix Fund Managers, who runs the Matrix NCIS Multi Strategy Retail Hedge Fund: • How he got into alternative investments. • Some detail on the firm, team and strategies. • How is the fund different from other traditional and alternative products. If you wish to learn more about this fund or the manager being interviewed, please contact us via: www.blackonyx.co.za https://www.linkedin.com/in/andrewjohnludwig/ BLACK ONYX is an alternative investment specialist. We provide an independent platform for boutique asset managers to connect with wealth professionals and assist experienced investors with sophisticated portfolio construction. We believe in using bespoke alternatives to achieve the best risk-adjusted returns. We work harder at identifying the best ideas, with the least correlation, to an otherwise cluttered investment environment. BLACK ONYX represents award winning, FSB regulated boutique asset managers hedge funds and cost efficient structures, while running no public funds of our own. Together we collaborate to optimise your wealth by creating concentrated, uncorrelated, sophisticated, yet simple investment portfolios. BLACK ONYX represents around 30 carefully selected local hedge fund managers, who have undergone multiple layers of independent and institutional due diligence. These managers are selected from a universe of over 1700 funds based on their exemplary performance and approach to risk. In turn, their diverse and specialised strategies are assembled into cost effective CIS structures. Regulated hedge funds offer you accessibility to strictly researched alternative strategies that include: • Long Short Equities • Long Only • Market Neutral • Fixed Income • Multi-Asset • Multi-Manager Individually or collectively these strategies track absolute returns with zero to low correlation to the JSE and their General Equity and Balanced Fund peers, seeking significantly better overall results with substantially less risk over time. Disclaimer. BLACK ONYX Alternative Investments, trading as BLACK ONYX is an authorised Financial Services Provider (FSP 47701) and warns that there are risks associated with financial products and past returns do not guarantee future performance. The purpose of this content is to present different regulated asset management strategies, overseen by regulated firms and individuals, who's opinion may not necessarily be shared by Black Onyx and or members of the public. No information or opinions contained in these interviews constitute a recommendation or invitation in any jurisdiction to invest or otherwise deal in the alternative and traditional investments as represented by Black Onyx. The content of this video is the property of Black Onyx, who has exclusive distribution rights for such material. The asset manager being interviewed may freely distribute the video in its original form, while no other party, other than Black Onyx and its affiliates may distribute the content for commercial gain unless contracted to do so with Black Onyx. #AlternativeInvestments, #HedgeFunds, #FundOfFunds, #AbsoluteReturns, #MultiManager, #BoutiqueManager, #FundHub Interests: Alternative Investments, Boutique Asset Managers, Hedge Funds (RIHF / QIHF), Multi Managers, Fund of Hedge Funds, Equity Long Short, Long Only, Market Neutral, Fixed Income, Multi Asset, Property Portfolios, Real Estate Investment Trust (REIT), Private Equity, Discretionary Fund Management (DFM / DIM), Investment Portfolios, Collective Investment Schemes (CIS), Unit Trusts, Exchange Traded Funds (ETF), FundHub.
CS Executive | CMSL | Hedge Funds Explained by Advocate Sanyog Vyas
 
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To Buy video Lectures in Pendrive, DVD, online, Android, Books, Test Series please visit our website https://sanyogvyaslawclasses.com/
Claude Porret: Why investing with Emerging Managers can be safer than "legends" hedge funds
 
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Subscribe to this channel: http://www.youtube.com/OpalesqueTV 47 Degrees North Capital Management is a specialist alternative investment firm offering institutional investors access to early-stage managers, innovative strategies and thematic hedge fund investments. Claude Porret is CEO of the Pfaeffikon, Switzerland based firm set up in in 2006. Before founding 47North, she was Member of the Management Committee and Head of RMF Hedge Fund Ventures and responsible for 19 hedge fund seeding deals at RMF. RMF today is part of the Man Group. Contrary to the prevalent perception, Claude Porret and her team found that investing in Emerging Managers is less risky than investing in the larger or even "legends" hedge funds -- particularly during financial crises. In this Opalesque. TV BACKSTAGE video, Claude talks about her experiences as an investor in Emerging Managers and "innovative strategies" (or "alternative alternatives" strategies). Hear more about: - 47 Degrees North's investment approach: Opportunistic bottom-up fund selection supported by macroeconomic and quantitative analysis - The significance of peer group ranking - UCITS Funds: Suitable for opportunistic tactics, but thorough legal due diligence is mandatory - Why 47 North dismissed 710 of 750 reviewed UCITS funds - Why UCITS should be combined with offshore funds - "Invest like CalPERS": 47°N's Services & Products - Diversification benefits of innovative strategies 47 North follows a bottom-up investment process consistent with its macro-economic outlook and supported by quantitative analysis. 47°N sources and screens early-stage and specialist managers at the frontier of traditional hedge fund investing, leveraging the firm's expertise and wide network of industry relationships. 47°N requires a high degree of transparency from potential managers which allows a detailed understanding of how strategy returns are generated and the risk factors driving returns. California-based pension fund CalPERS and the London-based Guinness family both hold a minority interest in 47 Degrees North Capital Management. 47 North runs parts of CalPERS' emerging manager program and also has a strategic partnership with Iveagh, the Guinness family office based in London. 47 Degrees North Capital Management is registered with the SEC.
Views: 2293 OpalesqueTV
Roundtable with Luxembourg-based third-party AIFM providers
 
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Third-Party AIFMs are a new type of entity which has emerged as a result of the introduction of the Alternative Investment Fund Managers Directive (AIFMD) in the EU/EEA. Some AIFMs are also classified as “Super ManCos” (Super Management Companies), notably those using the same legal entity to consolidate operations for both UCITS funds and AIFMD-compliant funds. Using a third-party AIFM, a fund sponsor that is not itself licenced as an AIFM, can distribute and market its funds across the EU/EEA and beyond, using the passport of the AIFM. Since the Directive came into force in 2013, Luxembourg has witnessed an increase in the number of local players embracing this new opportunity. LPEA invited four of these players over a roundtable moderated by a fund manager, to debate how this “new” opportunity is changing the fund business. Roundtable held by the Luxembourg Private Equity & Venture Capital Association on January 18th 2016 with the participation of Benoît Chéron (moderator), CFO, IDI Emerging Markets (IDI EM); Nigel Williams, Co- founder and Chairman, Royalton Partners; Daniela Klasén-Martin, Managing Director, Crestbridge; Alexandre Dumont, CEO, BIL Manage Invest and Pierre Weimerskirch, Co-founder, Luxembourg Investment Solutions (LIS).
Views: 523 LPEA Luxembourg
13th Annual Alternatives & Hedge Fund Panel
 
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On October 21, 2015, The CFA Society of South Florida hosted its 13th Annual Alternative Investments and Hedge Funds panel - an interactive discussion format with key leaders and experts in the sector. Speakers: Chris Battifarano, CFA, CAIA -Director of Research - GenSpring Family Offices Lawrence Calcano, Managing Partner - iCapital Network Brodi Jackson, Co-Founder and Managing Principal - Caerus Ventures Tom Krasner, CFA, Co-Founder & Principal - Concise Capital Management Neil Waldman, Managing Member - Waldman Capital Management trial index: first question @ 10:00 Filmed and Edited by Mark Ahrens, HeritageFilms.net
Views: 367 CFA South Florida
Part 3: Distributing AIFs
 
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The Alternative Investment Managers Directive (AIFMD) has been a catalyst for hedge funds to focus on distribution. It has created particular challenges for non-EU managers who don’t have a foothold in Europe. This video explores the various options available to non-EU managers intending to market AIFs in Europe and highlights some of the opportunities and challenges associated with marketing in different territories e.g. differing legislative requirements, fee structures, etc. Find out more: www.pwc.ie/assetmanagement
Views: 337 PwC Ireland
Alternative Investment: Managing Downside Risk And William Blair Macro Allocation Fund Video
 
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http://www.williamblairfunds.com/alternatives The Fund can invest long and short, which often results in a lower correlation to equity markets. It also makes a significant allocation to active currency management, an important diversifier. This brief video is one in a series of straightforward answers to alternative investing questions. The speaker is Brian Singer, head of William Blair's Dynamic Allocation Strategies team. Brian is a board member and former chair of the CFA Institute Board of Governors and is also a former member of the Research Foundation of CFA Institute Board of Trustees. In 1991, Brian co-wrote a landmark update to one of the pioneering studies on asset allocation, "Determinants of Portfolio Performance II: An Update," with Gary Brinson and Gilbert Beebower. In 2009, Brian was the lead author of "Investment Leadership and Portfolio Management," Wiley Publishing. Subscribe to the series. DISCLOSURE The Fund involves a high level of risk and may not be appropriate for everyone. You could lose money by investing in the Fund. There can be no assurance that the Fund's investment objective will be achieved. The Fund is not a complete investment program and you should only consider the Fund for the alternative portion of your portfolio. Separate accounts managed by the Advisor may invest in the Fund and, therefore, the Advisor at times may have discretionary authority over a significant portion of the assets invested in the Fund. In such instances, the Advisor's decision to make changes to or rebalance its clients' allocations in the separate accounts may substantially impact the Fund's performance. The Fund is designed for long-term investors. The Fund may use investment techniques and financial instruments that may be considered aggressive—including but not limited to the use of futures contracts, options on futures contracts, securities and indices, forward contracts, swap agreements and similar instruments. Such techniques may also include short sales or other techniques that are intended to provide inverse exposure to a particular market or other asset class, as well as leverage. These techniques may expose the Fund to potentially dramatic changes (losses) in the value of certain of its portfolio holdings. Investments are subject to a number of other different types of risk, including market risk, asset allocation risk credit risk, commodity risk, counterparty and contractual default risk, currency risk, and derivatives risk. For a more detailed explanation and discussion of these risks, please read the Fund's Prospectus. PLEASE CAREFULLY CONSIDER THE FUND'S INVESTMENT OBJECTIVE, RISKS, CHARGES, AND EXPENSES BEFORE INVESTING. THIS AND OTHER INFORMATION IS OBTAINED IN THE FUND'S PROSPECTUS, WHICH YOU MAY OBTAIN BY CALLING +1 800 742 7272. READ IT CAREFULLY BEFORE YOU INVEST OR SEND MONEY. © William Blair & Company, L.L.C., distributor.
Interval Funds: An Alternative Investment Option - Lucia Capital Group Weekly with Ray Lucia Jr.
 
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In these times of low bond yields and market volatility, many investors may be looking for alternative ways to invest their portfolio. Unfortunately, individual investors, unlike their big institutional counterparts, are often at a disadvantage when it comes to finding alternative strategies and implementing a more institutional approach. So how can a retail investor gain access to these alternative investments? One way might be through something called a closed-end interval fund. Lucia Capital Group Weekly is hosted by Ray Lucia Jr. WealthEd.com is your first stop on the path to retirement. Watch live shows, view video clips on demand, and read our informative articles to get educated today! For more visit http://wealthed.com Subscribe to our channel: http://www.youtube.com/wealthed Follow WealthEd and Lucia Capital Group on Twitter: http://www.twitter.com/TheWealthEd Like WealthEd and Lucia Capital Group on Facebook: https://www.facebook.com/TheWealthEd
Views: 717 WealthEd
Three reasons to attend Hedge Funds Rock and the Australian Alternate Investment Awards
 
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Interview with Kim Ivey, managing director of Vertex Capital and Chairman of Hedge Funds Rock and the Australian Alternate Investment Awards.
Views: 109 Hedge Funds Rock

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