Terry Purcell discusses how Longwall Family Office qualifies hedge funds, why they are partial to emerging managers, how they typically source managers, the best practices new managers should follow, and common mistakes to avoid.If you'd like to be featured on HedgeInterview, please apply here.For fund managers who'd like to be featured on the Manager Profiles series, please apply here.
This is a do-not-miss episode! Attorney Ron Geffner of Sadis & Goldberg talks about the most important legal and business aspects of running a private fund. Plus, how to choose a securities lawyer, the importance of building relationships founded in trust and compatibility, legal pitfalls to avoid, how to develop a successful fund management business, and why your intuition can be a worthy guide.If you'd like to be featured on HedgeInterview, please apply here.For fund managers who'd like to be featured on the Manager Profiles series, please apply here.
Scott Treloar, Co-Founder & CEO of Novisicent & FundBox.AI, talks about how their platform leverages technology to cost-effectively provide critical infrastructure to new fund managers, which allows them to get started and attract investors faster. Plus, how the FundBox.AI platform can help fund managers get fully registered and launched in 1 month, vs. the usual 6-12 months, and at a fraction of the usual cost. He shares pitfalls to avoid and key considerations for new managers to be successful.If you'd like to be featured on HedgeInterview, please apply here.For fund managers who'd like to be featured on the Manager Profiles series, please apply here.
In this episode of the Service Provider Spotlight series on Hedge Interview, Kevin Fu talks about modernizing fund administration and what makes Repool different. He shares common fund manager misconceptions and important things new fund managers should consider as they decide which fund administrator is the right fit for their operation.If you'd like to be featured on HedgeInterview, please apply here.For fund managers who'd like to be featured on the Manager Profiles series, please apply here.
In this episode of the Investor Views series, Cathy Dong and I talk about how she and her team qualify hedge funds and other investment opportunities. She also shares important tips for capital seekers looking to build relationships with family offices.If you'd like to be featured on HedgeInterview, please apply here.For fund managers who'd like to be featured on the Manager Profiles series, please apply here.
How does a multi-strategy investment firm focused on the digital asset sector find success in today's challenging environment? Join us as we uncover the secrets behind the success of Parataxis Capital Management with founders Edward Chin and Thejas Nalval. We dive into their backgrounds, the challenges they faced in attracting institutional investors, and how they overcame these obstacles by prioritizing risk management.Explore their unique approach to navigating the digital asset market as Ed and Thejas share their insights on risk management techniques and operational risks. Learn how they built a team capable of preserving capital for investors while developing an institutional product tailored to the needs of their clients. Lastly, we reflect on valuable lessons learned, hurdles overcome, and the importance of communication in navigating the digital asset market. Discover how macro volatility impacts digital assets, and how traditional investors have entered the space. Don't miss this insightful discussion about the future of digital asset investing and the role it plays in the wider macro picture.If you'd like to be featured on HedgeInterview, or if you'd like to refer someone, please visit the 'Guests' page of HedgeInterview.com
In this 'Manager Profiles' interview, I spoke with Andrew Cohen of Difesa Capital. He and I talked about:Difesa's unique special situations strategy that uses a 'three-legged stool’ approach, designed to capture equity-linked convexity while having limited beta to equity markets and limited volatility.How Andrew’s 23 years of investment experience, spanning every corporate-financed-based hedge fund strategy, has culminated into his unique approach at Difesa.How Difesa is not ‘pigeon-holed’ and able to take advantage of multiple verticals.How Difesa manages risk at the position level and at the portfolio level.Lessons learned over 20-plus years of investment experience. Difesa’s focus for 2023.If you'd like to be featured on HedgeInterview, or if you'd like to refer someone, please visit the 'Guests' page of HedgeInterview.com
In this episode of the Investor Views series, Saad and I talked about the Nvestiv platform which uses a proprietary algorithm to match family office investors with the specific investment opportunities they are seeking. We discussed best practices for capital seekers to communicate with family offices and create meaningful relationships.If you'd like to be featured on HedgeInterview, or if you'd like to refer someone, please visit the 'Guests' page of HedgeInterview.com
In this episode of the Investor Views series, Ryan Kalish and I discuss how institutional investors are becoming more data-driven, how Allocator’s product developments are a direct result of client requests for data technology solutions and Allocator’s new alliance with Morningstar. We also talked about the importance of communication and how fund managers can benefit from providing more information to investors.
In this episode of the Investor Views series, Nitin Shakdher and I talk about some of the challenges and opportunities he’s faced this past year and what he looks forward to in 2021.
In this episode, Aradhna Dayal and I talk about some of the keys to her family office’s success and important lessons learned. She also shares 3 tips for family offices to consider in the new post-COVID 19 world as well as potential areas of investment opportunity.
In this episode of the Manager Profiles series, Eric Munson, Chief Investment Officer & Founding Partner of ADIT Ventures, talks about ADIT's focus on late-growth companies, how they identify trends set to change the world and how they carefully select companies for their investment portfolio.
In this episode of the Investor Views series, Chief Investment Strategist Jeff Tumolo talks about TAG Associates’ asset manager evaluation process, plus where they stand on blockchain technology, artificial intelligence and ESG.
Hedge Interview presents Catherine Shiang, Managing Director of a large Asian family office. In this episode of the Investor Views series, Catherine discusses how her firm evaluates hedge fund investments, how they make allocations and how they manage portfolio construction.