Understanding Investor Due Diligence

Guest white paper by Patrick J. McCurdy of Merlin Securities — The investor due diligence process has evolved with the growth of the hedge fund industry. What was once a short and rather perfunctory process has grown into one which today is highly quantitative and detailed. While there is no one-size-fits-all formula for investors, one [...]

CEO Lisa Vioni Contributes to Opalesque Article on Hedge Fund Marketing

Opalesque Exclusive: For hedge funds, longer due diligence periods can mean marketing through up and down performance cycles
From Kirsten Bischoff, Opalesque New York: As the asset raising environment begins to ease, investors that are evaluating hedge fund managers for allocations have begun to place a much higher value on the quality of a manager’s business [...]

The Use of Social Media in Marketing Hedge Funds

The use of social media in marketing has become more prolific in the past two years with the growing adoption of sites like LinkedIn, Twitter and Facebook. While the hedge fund industry uses these mediums to network and build existing and potential new relationships, there are some major regulatory issues related to Regulation D that [...]

Big 12 Best Practices Plus 4 Quant & 3 Qual Minimums

Guest Post: Industry expert and guest contributor Ron Suber discusses the Big 12 Hedge Fund Best practices and the Four Quantitative and Three Qualitative  Minimums for Hedge Funds.
Big 12 Hedge Fund Best Practices
1)   Written compliance and employee trading policies with periodic attestation
2)   Multiple levels of authority on cash movements with a minimum of 2 people [...]

New Hedge Fund Membership Packages

Hedge Connection Launches New Hedge Fund Membership Options

Hedge Connection launches three new membership packages including dedicated Emerging Manager Launch package. IMR events now integrated with Hedge Connection as HedgeEvents.
NEW YORK, November 18, 2009 – Hedge Connection Inc. (“Hedge Connection”), the hedge fund marketing and events platform, today announces the launch of three distinct marketing packages [...]

10 Operational Due Diligence “Dealbreakers”

Useful insights from the Hedge Fund Business Operations Association Conference held in New York last week. Operational due diligence representatives from a major investment bank platform, seeder, pension fund board member and family office shared their due diligence dealbreakers.