CIBC Prime Services Group Presents
In Association with Hedge Connection
Capital Introduction Roundtable in Montreal

Featuring….
US Managers* & Canadian Investors
Date:  Thursday, March 3, 2011
Manager Presentations: 2:00 pm – 4:00 pm
Cocktails and refreshments to follow
Meet investors, One-on-one in an intensive two hour networking session.
Location: Montreal, QC
Please register today at lvioni@hedgeconnection.com

*Note: US Managers must have an offshore [...]

Filed under: Cap-Intro, Events, Prime Brokers by Lisa
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We welcome guest contributor Seymour Bucholz, a seasoned transactional attorney focused on corporate and regulatory matters for broker-dealer clients at Garvey Schubert Barer. Mr. Bucholz is presenting a white paper discussing the impact of the forthcoming Dodd-Frank Act.
Title IV of the Dodd-Frank Wall Street Reform and Consumer Protection Act will impact virtually every professional investment [...]

Filed under: Compliance, Seymour Bucholz 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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We recently announced a strategic partnership with Lighthouse Prime Services. We are excited about the opportunity as we are working with a group that recognizes that in order to do “cap-intro” correctly, you need to work with people that are talking to investors every day.   
 
For years, we heard the common refrain that, “our prime [...]

Filed under: Cap-Intro by Lisa
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Today we issued an important announcement. Not only a significant development for our company but also a significant development in the rapid development and transformation of the hedge fund services sector.
 
As the major prime brokerages cut down on services to clients, specifically smaller funds, our partnership with Lighthouse offers their clients a turn-key solution.
 
 
 
Lighthouse Prime [...]

Filed under: Uncategorized by Lisa
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