Author Archive

How to Increase Alpha

June 25, 2018

By Scott H. Fullman, CMT — At a meeting of the Hedge Fund Association (HFA) on May 10th there were several complaints that managers were having a difficult time creating outperformance, also known as alpha. Portfolio and money managers are paid not only to manage money but to enhance returns and manage risk.

Tax Reform Impact on Executives of Alternative Investment Funds

June 15, 2018

By RSM — On Dec. 22, 2017, President Trump signed H.R.1 into law. The legislation, often referred to as the Tax Cuts and Jobs Act (TCJA), is a significant piece of legislation and many of the provisions went into effect Jan. 1, 2018. It is important to understand the impact of the major provisions affecting individuals, in particular, executives, founders and general partners of alternative investment fund structures such as private equity or hedge funds.

UMB Fund Services Grows Business Development Team

June 11, 2018

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

Hedge Fund Association Announces 2018 Election Results

May 30, 2018

The Hedge Fund Association (“HFA”), a leading international nonprofit trade and nonpartisan lobbying organization, is pleased to announce the results of its 2018 Global Board of Directors election. HFA members elected one incumbent and two new Global Directors, Anil Kurian and Nick Tootle, each serving 3-year terms.

Fund Raising in Europe – Table Talks, New York, May 2018

May 18, 2018

By Martin Cornish, M.W. Cornish & Co: This Presentation provides a high level overview of the alternatives available to non-EU Investment Managers (AIFMs) wishing to raise capital from European investors for their non-EU Funds.

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

May 16, 2018

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

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

May 16, 2018

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

The Case for Optimism: Outlook for Continuing Economic Growth

April 2, 2018

By Sal (Kislay) Shah, CPA, Crowe Horwath: Despite some recent volatility in U.S. markets, investors in both public and privately held companies have considerable cause for continued optimism.

Understanding Cryptocurrency Risks and Opportunities

March 27, 2018

By RSM — Cryptocurrency is gaining traction with investors for many reasons, including its nontraditional structure and potential for significant returns on investments.

SGG Group Appoints Camille Clemons As Business Development Director For US Operations

March 19, 2018

SGG, one of the leading global investor services firm, is pleased to announce the appointment of Camille Clemons as Business Development Director for its US operations.