Search results “Alternative investment funds manager”
Wealth Manager: Investing in Alternative Investment Funds
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: 1432 Bloomberg TV India
Alternative Investments Explained
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.
The ABC's of AIFMD
Join Paul Hastings Investment Management partner Art Zwickel, as he moderates a discussion on the Alternative Investment Fund Managers Directive (AIFMD). This conversation provides color and context to the current regulatory regime in Europe and also discusses AIFMD's practical implications. Panelists include Michelle Lynd, General Counsel at Dalton Investments, and Daryoush Niknejad, Managing Director at Darian Capital Services. www.paulhastings.com
Views: 4119 Paul Hastings
The Alternative Investment Fund Managers Directive (AIFMD)  Panel
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: 1532 The CISI
What is AIFMD?
Rob Mellor will discuss the instruction of the alternative investment fund managers directive on the 22nd July 2013 or AIFMD as it is known
Views: 3893 PwCUK
KPMG in Bermuda: Alternative Investment Fund Managers Directive
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: 794 KPMGinBermuda
Jean Guill, Director General of CSSF, on alternative investment funds
Listen to Jean Guill, the Head of the Luxembourg Regulatory Body, talk about shaping the future of alternative investment funds.
Views: 312 KNEIPvideo
CFA Level 1 | Alternate Investments | Part 1 | 2017
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: 23140 ASWINI BAJAJ
The Rise of Alternative Investments
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
Overview of the global Artesian Group: an alternative asset investment manager
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/
Key takeaways from the ALFI European Alternative Investment Funds conference
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: 7932 ALFILuxembourg
Alternative Investment Fund Managers Directive - You're an AIFM
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: 1206 PwC Luxembourg
Alternative Investment Fund Managers Directive - You're a depositary
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: 745 PwC Luxembourg
Cross-Border Distribution Conference 2015 - Alternative Investment Funds under AIFMD
Interview of Jacques Elvinger - Partner, Elvinger, Hoss & Prussen
ALFI Interview - Episode 4: Mapping of the landscape of Alternative Investment Funds Domiciles
On the occasion of the ALFI EAIF Conference Oliver Wyman presented the study Alternative Investment Funds Domicile, commissioned by the Association of the Luxembourg Fund Industry (ALFI). The study looks at which major offshore centres of fund domicile are currently used by alternative investment funds, looking separately at hedge funds, private equity funds and real estate funds.
Views: 192 ALFILuxembourg
Mark Okada (Highland Capital): From the first CLO to alternative mutual funds (Part 1)
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: 2041 OpalesqueTV
Hedge Funds -  Strategies
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.
Alternative Investments Summit India 2017- Perspectives on Structuring Investment Funds
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
The Importance of Pedigree and A Strong Team for Hedge Fund Managers & Alternative Investment Firms
This short video provides an explanation of why pedigree is so important to hedge fund managers and alternative investment firms in the industry. Many times investments are made or not made based on the pedigree of the team. Learn more about hedge funds at http://HedgeFundCertification.com
Views: 459 HedgeFundGroup
Hedge funds, venture capital, and private equity | Finance & Capital Markets | Khan Academy
Similarities in compensation structure for hedge funds, venture capital firms, and private equity investors. Created by Sal Khan. Watch the next lesson: https://www.khanacademy.org/economics-finance-domain/core-finance/investment-vehicles-tutorial/hedge-funds/v/hedge-fund-strategies-long-short-1?utm_source=YT&utm_medium=Desc&utm_campaign=financeandcapitalmarkets Missed the previous lesson? Watch here: https://www.khanacademy.org/economics-finance-domain/core-finance/investment-vehicles-tutorial/hedge-funds/v/are-hedge-funds-bad?utm_source=YT&utm_medium=Desc&utm_campaign=financeandcapitalmarkets Finance and capital markets on Khan Academy: Hedge funds have absolutely nothing to do with shrubbery. Their name comes from the fact that early hedge funds (and some current ones) tried to "hedge" their exposure to the market (so they could, in theory, do well in an "up" or "down" market as long as they were good at picking the good companies). Today, hedge funds represent a huge class investment funds. They are far less regulated than, say, mutual funds. In exchange for this, they aren't allowed to market or take investments from "unsophisticated" investors. Some use their flexibility to mitigate risk, other use it to amplify it. About Khan Academy: Khan Academy offers practice exercises, instructional videos, and a personalized learning dashboard that empower learners to study at their own pace in and outside of the classroom. We tackle math, science, computer programming, history, art history, economics, and more. Our math missions guide learners from kindergarten to calculus using state-of-the-art, adaptive technology that identifies strengths and learning gaps. We've also partnered with institutions like NASA, The Museum of Modern Art, The California Academy of Sciences, and MIT to offer specialized content. For free. For everyone. Forever. #YouCanLearnAnything Subscribe to Khan Academy’s Finance and Capital Markets channel: https://www.youtube.com/channel/UCQ1Rt02HirUvBK2D2-ZO_2g?sub_confirmation=1 Subscribe to Khan Academy: https://www.youtube.com/subscription_center?add_user=khanacademy
Views: 136730 Khan Academy
ALFI Events - European Alternative Investment Funds Conference
The conference will offer two days of presentations and panel discussions on the latest news and trends in the alternative investment industry and specialised workshops on Hedge Funds, Real Estateand Private Equity. NO PLAIN VANILLA! Make sure you get all the highlights of the conference on the events section of ALFI website: www.alfi.lu
Views: 111 ALFILuxembourg
Helena Wedin on Alternative Investment Funds
Views: 309 Nasdaq
Amanda H. Haynes-Dale:  Pioneer in funds of hedge funds
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: 3845 OpalesqueTV
Investors, fund managers largely unaware they can include alternative assets in a self-directed IRA
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: 280 OpalesqueTV
My Career, My CFA Charter: A Hedge Fund Manager in India
Nalin Moniz, CFA, not only founded a firm, he helped start an industry in India. His firm, Forefront Capital, is the first company to be awarded a domestic hedge fund license. Read more about his life, career and keys to success in the CFA 2015-16 Career Guide. https://info.cfainstitute.org/CareerGuide.html?leadsource=FY15-CareerGuide-Youtube_organic #CFACareer
Views: 41476 CFA Institute
Scott Kalb: How Sovereign Wealth Funds select external managers for alternative investments
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: 1958 OpalesqueTV
How do Hedge Fund Managers Make So Much Money
The words best paid job is that of a hedge fund manager. This video will show you how they manage to earn so much. I should also point out that a large part of a hedge fund managers income comes from their shareholding in the fund management company (e.g. John Paulson owns most of Paulson & Co)
Chronic difficulty and failure raising assets: Why 89% of all hedge funds never get over $100m
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: 11046 OpalesqueTV
IIFL Dhan Ki Baat Episode 26 - Alternate Investment Funds decoded
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: 3599 IIFL Markets
Alternative Investments (Inside a Hedge Fund)
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: 1381 QUANT GEN
Amundi Alternative Investments: AIFMD to create tailwind for hedge funds, making them more...
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: 2266 OpalesqueTV
Anton Kreil Explains What a REAL Hedge Fund Manager Does
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: 66104 InstituteofTrading
What Do Hedge Fund Managers Typically Get Paid?
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 3" - http://www.youtube.com/watch?v=OReolQm34TQ
Views: 6279 InstituteofTrading
Asset Management: Industry Overview and Careers in Asset Management
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: 96745 365 Careers
Top tips in identifying good fund managers
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: 101 SuperReturnTV
Sponsor Benefits - Hedge Funds Rock and the Australian Alternate Investment Awards
Interview with Kim Ivey, managing director of Vertex Capital and Chairman of Hedge Funds Rock and the Australian Alternate Investment Awards.
Views: 141 Hedge Funds Rock
Managing Risk in Alternative Investment Strategies: Hedge Funds
An understanding about how past returns are generated is imperative to successful asset allocation.
Views: 85 Mark Tuminello
So You Want to Start a Hedge Fund? Lessons from 120 early stage hedge fund investments,..
Ted Seides began his professional career at the Yale Endowment working under David Swensen, and transitioned his early experience in hedge fund investments into the foundation of Protégé Partners. The fund of funds launched in 2002 with the explicit mandate to invest in small managers and startups, and allocated to 120 early stage hedge funds over the last 14 years, including 40 seed investments. Ted recently published a book entitled, So You Want to Start a Hedge Fund: Lessons for Managers and Allocators, in which he provides a roadmap for managers to learn about the intricacies of launching a hedge fund. He includes lessons on why hedge funds make the same mistakes over and over again, particularly in their business processes. He pinpoints pressure points that can lead to the success or failure of a fund, including best practices in marketing, team building, investment strategy, and performance. He also discusses the misconceptions of many allocators about investing into smaller hedge funds, and why and how investors should take a closer look at them. Learn more about: - Ted Seides: From the Yale Endowment protégé to Protégé Partners - The investment philosophy behind a 14 year fund of fund mandate to invest in small managers - Lessons from 120 early stage hedge fund investments, and from seeding 40 managers - Why startup funds make the same mistakes over and over again. The single biggest mistake that early stage hedge fund managers make - How some start ups are able to get investors “crowd” into their hedge fund - Key lessons on how to build a successful hedge fund team. Why staff turnover at a start up can be a good thing - Can a hedge fund “coach” add value? - Why start-ups should avoid the equal co-portfolio manager structure - Allocators should view an investment with a manager and the timing of that investment as independent components· - Why nearly all successful launches are coming out of existing hedge funds - The future of hedge funds: increased competition, but next generation of managers will likely be funded by down-market inflows from the current generation Ted Seides, CFA, is the Managing Partner of Hidden Brook Investments, LLC, an advisor to asset managers and allocators. His first book, So You Want to Start a Hedge Fund: Lessons for Managers and Allocators, (Wiley) was published in February, 2016. Seides was a founder of Protégé Partners LLC, where he served as President and Co-Chief Investment Officer. He began his career in 1992 with the Yale University Investments Office. Seides sits on the Board of Trustees of the Greenwich Roundtable, and is a Trustee and member of the investment committee at the Wenner-Gren Foundation. He serves on the Board of Technoacademy, and previously was a Board member of Citizen Schools-New York. Seides holds a B.A. in economics and political science, Cum Laude, from Yale University, and an MBA with honors from Harvard Business School.
Views: 29097 OpalesqueTV
Warren Buffet on the Estate Tax, Carried Interest, Capital Gains, Hedge Funds (2007)
Carried interest or carry, in finance, specifically in alternative investments (i.e., private equity and hedge funds), is a share of the profits of an investment or investment fund that is paid to the investment manager in excess of the amount that the manager contributes to the partnership. In private equity, in order to receive carried interest, the manager must first return all capital contributed by the investors, and, in certain cases, the fund must also return a previously agreed-upon rate of return (the "hurdle rate" or "preferred return") to investors.[1] Private equity funds only distribute carried interest to the manager upon successfully exiting an investment, which may take years. The customary hurdle rate in private equity is 7--8% per annum. In a hedge fund environment, carried interest is usually referred to as a "performance fee". Hedge funds, because they invest in liquid investments, often are able to pay carried interest annually, if the fund has generated a profit for its investors. The manager's carried-interest allocation will vary depending upon the type of investment fund and the demand for the fund from investors. In private equity, the standard carried-interest allocation historically has been 20% for funds making buyout and venture investments.[2] Carried-interest rates -- performance fees -- among hedge funds have historically also centered around 20%, but have had greater variability than those of private equity funds, in extreme cases reaching as high as 50% of a fund's profits, although usually it is between 15% and 20%. http://en.wikipedia.org/wiki/Carried_interest An inheritance tax or estate tax is a levy paid by a person who inherits money or property or a tax on the estate (total value of the money and property) of a person who has died.[1] In international tax law, there is a distinction between an estate tax and an inheritance tax: an estate tax is assessed on the assets of the deceased, while an inheritance tax is assessed on the legacies received by the beneficiaries of the estate. However, this distinction is not always respected in the language of tax laws. For example, the "inheritance tax" in the United Kingdom is a tax on the assets of the deceased, and is therefore, strictly speaking, an estate tax. In some jurisdictions the term used is death duty. For historical reasons that term is used colloquially (though not legally) in the United Kingdom and some Commonwealth nations. http://en.wikipedia.org/wiki/Estate_tax A capital gain is a profit that results from a disposition of a capital asset, such as stock, bond or real estate, where the amount realized on the disposition exceeds the purchase price. The gain is the difference between a higher selling price and a lower purchase price.[1] Conversely, a capital loss arises if the proceeds from the sale of a capital asset are less than the purchase price. Capital gains may refer to "investment income" that arises in relation to real assets, such as property; financial assets, such as shares/stocks or bonds; and intangible assets such as goodwill. http://en.wikipedia.org/wiki/Capital_gains Hedge funds are private, actively managed investment funds.[1] They invest in a diverse range of markets, investment instruments, and strategies[1][2][3] and are subject to the regulatory restrictions of their country. U.S. regulations limit hedge fund participation to certain classes of accredited investors. http://en.wikipedia.org/wiki/Hedge_fund
Views: 5752 The Film Archives
Alternate Investment Funds and pass through status: Impact of IAF decision and Circular No. 13/ 2014
Invitation - Round Table + Webinar: Alternate Investment Funds and pass through status: Impact of IAF decision and Circular No. 13/ 2014 (Thursday, October 30, 2014) Speakers: NISHITH DESAI Founder & Managing Partner RAJESH SIMHAN Head – International Tax, Nishith Desai Associates RICHIE SANCHETI Head - Fund Formation Practice, Nishith Desai Associates Nishith Desai Associates
Views: 585 NDA TUBE
How to start a crypto hedge fund
Arthur Weissman, CEO and Founder, BlockBits Capital Arthur Weissman is CEO and Founder of BlockBits Capital, Inc., a leading secure and compliant Crypto digital investment management platform which combines the cutting edge crypto technology with Wall Street infrastructure. Arthur is an active, experienced entrepreneur, an investor and a former Global 500 Executive who has launched and managed the growth of a number of innovative firms. He has transformed capital markets; first in wealth management with independent advisors and then in alternative investments where he helped to launch the first Broker Dealer specifically designed to support crowdfunding and online direct private investments. He is an investor and advisor to several other groundbreaking firms such as Prime Private Capital Group and Hydrate78 both of which represent disruptive approaches to traditional business models. via https://www.facebook.com/events/1951124588250901/
Views: 950 Reese Jones
Alternative Investments Part 2 - Hedge Funds vs. Liquid Alternatives
Dave Cowles of Mosaic Financial Partners, Inc. discusses what is a hedge fund, drawbacks to hedge funds, and lists some liquid alternative investments that can be used instead. • A hedge fund is a legal structure, typically a private limited partnership, that invests in alternatives. These often seek to earn an absolute return, regardless of the stock market direction. They may invest in a wide variety of securities, not just stocks and bonds • Some drawbacks of hedge funds are that they are unregulated, illiquid, only available to qualified investors, have high costs, lack transparency, and there is not much reliable performance data available on these as an asset class. • Some hedge fund strategies are now offered in mutual fund or ETF structure, which makes them more liquid and resolve some of the problems with hedge funds • Liquid alternatives must provide audited performance reports, and are regulated by the SEC. • Costs for liquid alternatives are much lower • Liquid alternatives are available that allow investors exposure to real estate, commodities, emerging market debt and currencies, managed futures, merger arbitrage, energy infrastructure, timber, business development companies, long/short funds, market neutral, and global macro funds Disclaimer: The information contained herein has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or to participate in any trading strategy. It should not be assumed that any investments in sectors and markets identified or described were or will be profitable. Investing entails risks, including possible loss of principal.
Hedge Funds vs Mutual Funds - Difference between Traditional Funds and Hedge Funds 🙋
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.
Views: 1216 UKspreadbetting
Roundtable with Luxembourg-based third-party AIFM providers
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: 505 LPEA Luxembourg
Deepak Gurnani:  How a "risk master" addresses hedge funds' "average" risk management
Subscribe to this channel: http://www.youtube.com/OpalesqueTV Deepak Gurnani is Co-Founder and Head of the $5bn hedge fund portfolio at $12bn, global alternative asset manager Investcorp. In this Opalesque.TV interview we learn that the firm's investment process has always been rooted in addressing the typically lax hedge fund risk management practices, which according to Gurnani are "at best, average". Since inception Investcorp has evolved with the needs of its investors from a past focus on fund of funds to its present growth as a hedge fund solutions provider, whereby only 16% of the business is invested through fund of funds and the remainder through customized solutions, seeding businesses and a single manager platform. The Alpha Project Gurnani's belief in the role of quantitative analysis lead him and Investcorp to develop the Alpha Project, a program 9 years in the making that identifies systematic components of hedge fund returns in order to capture alpha and beta in managers' returns. Learn about: • Why managed accounts are appealing from a risk perspective • Research shows managed account negative selection bias is wrong • What is the Alpha Project? Separating alpha generating managers • Alpha Project to inform hedge fund cyclicality and tactical asset allocations • Investcorp's dedicated Quantitative Research Team Deepak Gurnani joined Investcorp in 1993 and established the risk management function. Deepak subsequently became the risk manager for Investcorp globally covering all lines of business and also a member on the Commitment Committee for the bank. He was one of the founding members of the hedge funds business in 1996 and currently serves as Head of Hedge Funds. Gurnani was recently identified as a "risk management mastermind" in a profile on his business and investment strategies in Cathleen Rittereiser's book "Top Hedge Fund Investors", and he attributes Investcorp's 18 years of hedge fund investing success to a focus on risk management that has resulted in a unique and highly sophisticated hedge fund investment process. Prior to Investcorp, Deepak Gurnani spent six years with Citicorp where he was engaged in various management/information technology consultancy assignments with Citicorp/Citibank offices in Europe. Deepak holds a BTec from the Indian Institute of Technology, Delhi, and an MBA (specializing in banking, finance and systems) from the Indian Institute of Management, Ahmedabad.
Views: 3532 OpalesqueTV
Capital Raising Round Table - Part 1 - South Florida Hedge Fund Managers
Michael Corcelli President of South Florida Hedge Fund Managers & Chief Investment Officer of Alexander Alternative Capita. Michael talks about the events taking place in the South Florida Hedge Fund community. He share a common vision for the association. Driving the "Big Three"!
Views: 1536 altinvestor