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, [...]

The Bay Area Hedge Fund Roundtable is having an event next week.  Cole-Frieman & Mallon LLP will be attending and we hope to see you there.  Details on the event can be found below. **** The Bay Area Hedge Fund Roundtable presents: A Conversation About Global Investing Trends – One [...]

YOU’RE INVITED! The Bay Area Hedge Fund Roundtable presents: Due Diligence and Fraud – The Reality of Headline Risk FEATURING: Scott Adams - American Federation of State, County and Municipal Employees Shaun Dalton - Formerly with Bernard L. Madoff Investment Securities and Stanford Financial Group Olivia Robinson - Background Intelligence, Inc. MODERATED BY JAY [...]

The Bay Area Hedge Fund Roundtable is hosting an event next week.  We have reprinted the information below. **** Bay Area Hedge Fund Roundtable presents: Reasonable Expectations: Capitalizing On Secular Stock Market Cycles Featuring: Ed Easterling Author of Unexpected Returns and Investment Manager Ed Easterling is the founder and President [...]

San Francisco’s Proposition Q and its Impact on Hedge Fund Managers Proposition Q Passes in a Landslide On November 4, 2008, San Francisco voters approved Proposition Q modifying the city’s Payroll Expense Tax by a resounding 74% of the vote. This little noticed proposition, which went into effect on January [...]

BAHR Panel Discussion on Global Investing Trends By Bart Mallon of Cole-Frieman & Mallon LLP The Bay Area Hedge Fund Roundtable convened again today at the Sens Restaurant in San Francisco to discuss the global investing trends and how those trends are affecting the hedge fund industry. The presentation was moderated [...]

Panel Discussion on State of Hedge Fund Industry Yesterday afternoon (May 6th) the Bay Area Hedge Fund Roundtable, a group of professionals within the hedge fund industry, gathered for a panel presentation entitled “Change…Critical Legal, Tax, Acounting and Regulatory Updates You Need to Know.”  The presentation was moderated by Pamela [...]