Ironhold Capital: Crypto, for better or worse, has been in the news several times in the last few years with many questions circling around its merits, downfalls, and future implications. With all the uncertainty surrounding what crypto is and the functionality of the currency, understanding the basics of how it works is imperative to figuring out if it is the right play for your portfolio. Read more…
Ironhold Capital: Investors must plan their asset allocation thoroughly with a professional advisor. The first thing on the table is to ensure that your holdings are sufficiently diversified across asset classes and then within an asset class. Through diversification, one can mitigate unsystematic risk, which is a risk that is associated with a single company or single industry. Read more…
UMB Fund Services: Some alternative investment managers are launching new funds with an expectation of later converting them to registered funds to pursue broader distribution. Here are suggestions from Ann Maurer, UMB senior vice president and mutual funds product manager, on how to avoid negative surprises when implementing that strategy. Read more…
HFA submitted a comment letter to the U.S. Securities and Exchange Commission regarding:
Release No. 34-94062; File No. S7-02-22; Amendments to Exchange Act Rule 3b-16 Regarding the Definition of “Exchange;” Regulation ATS for ATSs That Trade U.S. Government Securities, NMS Stocks, and Other Securities and Release No. 34-94524; File No. S7-12-22; Further Definition of “As a Part of a Regular Business” in the Definition of Dealer and Government Securities Dealer. View the letter.
Hedge Fund Association submits comment letter to the U.S. Securities and Exchange Commission regarding Private Fund Advisers – View the letter.
NEW YORK, NY – April 25, 2022 – The Hedge Fund Association (“HFA”), a leading international nonprofit trade and nonpartisan lobbying organization, is delighted to announce the results of its 2022 Global Board of Directors election. HFA members re-elected Rajpal Arulpragasam, and elected Jagruti Bhikha, Deloris Dunk Vickers, Thejas Nalval and Richard Westmark. HFA Global Board members are all industry executives that serve for up to 2 consecutive 3-year terms. Read more…
Institutional Investor, by Alicia McElhaney – Amid a hotly competitive market, there may be a better way for asset owners to tap into popular startups — without vying for access to the top venture capital managers. Venture debt is a burgeoning section of the market which has long been dominated by just a few players. That is now changing, according to Zack Ellison, chief investment officer at venture debt firm Applied Real Intelligence. Read more…
The Hedge Fund Association (“HFA”), a leading international nonprofit trade and nonpartisan lobbying organization, is pleased to announce the addition of TriNet as a new Global Thought Leadership Council sponsor, and the annual renewals of Citrin Cooperman and UMB Fund Services.
The HFA’s initial response to the U.S. Securities and Exchange Commission’s request for comments regarding its Amendments to Form PF for Large Private Equity Advisers and Large Liquidity Fund Advisers.
Citrin Cooperman: International tax information reporting for tax year 2021 adds two new schedules, K-2 and K-3, for pass-through entity tax returns. These schedules were originally intended to only address reporting of items of international tax relevance; however, the new instructions issued in January 2022 required the inclusion of Schedules K-2 and K-3 in many, if not all, pass-through entity returns. Read more…
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