Compliance Guide for New Hedge Fund Managers Like any new business a hedge fund manager must comply with state and local ordinances, and make local business filings.  However, when launching a hedge fund, a manager may become so consumed with preparing launch documents, opening prime brokerage accounts and, most importantly, [...]

Thoughts on Business Continuity Planning Over the past week, I have attended a couple of interesting panel discussions on the hedge fund industry.  At these events, one of the common themes was that the investment management industry is changing and hedge fund management companies need to make sure that operations [...]

Deloitte & Netik Conference – Asset Management: Managing and scaling your reference, market and portfolio data This article is part of our guide to Hedge Fund Business & Technical Issues. On October 29, 2009 I attended an event at San Francisco’s Omni Hotel put on by Deloitte and Netik.  The [...]

Hedge Fund Due Diligence Firm Releases White Paper We’ve published a number of thoughtful pieces on this blog from Chris Addy, president and CEO of Castle Hall Alternatives (see, for example, article on Hedge Fund Auditors).  Today we are publishing a press release which announces a new white paper from [...]

Some hedge funds use OTC products as part of their main investment strategy, or as a supplement to their main strategy.  In either event, there are a number of issues which hedge fund managers should consider when they decide to utilize OTC products within an investment strategy.  First and foremost, [...]