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 [...]
Filed under: White Paper by Guest Post
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Industry experts and guest contributors Aaron Vermut, Ron Suber and Patrick McCurdy – all from Merlin Securities – discuss the hedge fund business model and best practices for funds to get to the “green zone,” where fixed revenues exceed fixed expenses.
2010 was a transformative year for the hedge fund industry and served as a strong [...]
Filed under: Ron Suber, Running a Hedge Fund by Guest Post
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Industry experts and guest contributors Ron Suber, John Quartararo and Patrick McCurdy – all from Merlin Securities – discuss the many types of hedge fund investors, from individuals to the largest institutions. Importantly, they also discuss which types of funds should target which investors, and when.
Running a hedge fund has never been harder. Established managers [...]
Filed under: Hedge Fund Marketing, Ron Suber by Lisa
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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 [...]
Filed under: Compliance by Lisa
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Guest Post: Industry experts and guest contributors Ron Suber and Aaron Vermut discuss where the prime brokerage industry has been, where it is now, and more importantly, where it is going in the future.
Also published on FINalternatives (http://www.finalternatives.com)
Prior to the most recent financial crisis, money managers had an awareness of counterparty and custodial risk in [...]
Filed under: Prime Brokers by Lisa
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Published on FINalternatives (http://www.finalternatives.com)
Guest Post: Ron Suber is senior partner and head of global sales and marketing for Merlin Securities, a leading prime brokerage services and technology provider for hedge funds and managed account platforms. The following was published on FINalternatives and is based on a presentation by Ron Suber at Hedge Funds: Getting to [...]
Filed under: Hedge Fund Assets, Partners by Rob Arthurs
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