Author Archive

Gotcha! Common Traps to Avoid in Vendor Agreements

March 19, 2018

By Laurence Beckler — Third party vendors typically provide products and services that enable an investment firm to plot a trading strategy and conduct daily operations. Typical engagements include, but are not limited to subscription agreements, trading and risk management systems, software licenses, and risk management tools.

Tired Of Low Temps And High Taxes? Miami Is Working Hard To Lure Hedgies South

March 9, 2018

The Hedge Fund Association and the Miami Downtown Development Authority recently conducted a joint survey to find out what professionals in the asset management industry thought about relocating to The Sunshine State.

LLC FUND MANAGER Joins The Hedge Fund Association

March 8, 2018

LLC FUND MANAGER software streamlines and automates the entire process of managing an investment fund. Features include automated member payments via check or ACH, statements, web portals, K-1’s, and General Ledger accounting.

Hedge Fund Association Announces New Elected and Appointed Leaders

March 8, 2018

The Hedge Fund Association welcomes three new appointed leaders and elects two new vice presidents. Tony Acquadro and Holly Singer have been elected HFA vice presidents, and Michael G. Tannenbaum, Jamil French and Amy Starlight Lawrence have been appointed to HFA leadership.

Reminder: Important Deadline for RIAs and Exempt Reporting Advisers

March 6, 2018

The deadline for most Registered Investment Advisers and Exempt Reporting Advisers to file their annual updating amendment is approaching at the end of March.

Imagineer, Synap Merge To Create Premier SaaS Provider For Asset Management Industry

March 6, 2018

Imagineer Technology Group, a leading provider of investor relations and fund marketing software to the asset management industry, and Synap Software Labs, maker of cloud-based investment research, due diligence, and account management applications, have announced the definitive merger of their companies.

Mainstream Fund Services Expands Private Equity Offering

February 28, 2018

Global fund administrator Mainstream Fund Services, part of Mainstream Group Holdings (ASX: MAI), is expanding their organization to handle the firm’s growing practice for closed-end funds (Private Equity, Venture Capital, and Real Estate).

Take 2 Video Advice: Smile, You Are on Camera

February 26, 2018

Are you planning or contemplating a video speaking opportunity?  This dynamic multi-media form of content is becoming increasingly prevalent among the alternative investment community.

Fund Raising: Key Points From An Industry Leading Asset Allocator

February 21, 2018

On Thursday, Feb. 1, Mainstream Fund Services, CohnReznick, Lippes Mathias, and HedgePort co-hosted an evening of discussion in New York City with Private Equity, Venture Capital, and Hedge Fund Managers.

KOGER Releases New Study On Hedge Fund, PE Perception Of Risk

February 20, 2018

KOGER Inc., a global financial services technology company, has released a new study examining risk for hedge fund and private equity funds.