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Intelligence

Pro-Invest signs fund admin agreement with Apex

Pro-invest Group, a private equity real estate investment firm, has signed a fund administration agreement with global independent fund administrator, Apex Fund Services.  The partnership will deliver Pro-invest Group with the specialist private equity real estate fund accounting, regulatory reporting and middle office support services required to provide the required

Jack Seibald

Assess the scale of a prime broker’s operational support

Choosing the best prime broker to support the strategy is vital, but will depend on the manager. A portfolio manager spinning out of a hedge fund with an established track record and experience in running a pot of capital, will likely want to appoint a tier one prime broker: the

Agecroft Don Steinbrugge

Chapter 5: Marketing & distribution

A recent survey by Preqin revealed that 60 per cent of hedge funds have less than USD100 million in AUM and that only 5 per cent of hedge fund flows go to funds operating below that AUM level. There are now approximately 15,000 hedge funds in the industry, meaning investors

Bob Guilbert

Grading your cloud provider: four critical criteria

By Bob Guilbert – You're a new fund manager, and somewhere on your task list the letters "IT" are probably followed by a question mark. Odds are, you don't have a technology background, so as your firm's Chief Operating/Financial/Compliance Officer (or in some cases, Portfolio Manager), the sudden responsibility you've

Clouds

Chapter 4: Technology considerations

Cloud technology – The scale of a manager's IT infrastructure will largely depend on the type of trading strategy. A quantitative market neutral statistical arbitrage fund is likely going to spend more capital on front-office portfolio management, risk management systems and server storage capabilities than a specialist credit strategy that

Dennis Westley

Key criteria for selecting a fund administrator

If one were to sum up the key role of a hedge fund administrator, it is to independently value a fund's assets, allocate those assets correctly to individual investors, and accurately report the allocations to those investors.  Investors want an administrator, not the manager, to independently calculate the fund's assets

Jeffrey Rosenthal

Chapter 3: Selecting service providers

Choosing appropriate service providers is one of the cornerstones to creating a successful hedge fund business.  All too often, start-up managers try to appoint the big, bulge-bracket names but this is folly. Unless the manager in question has existing relationships with the likes of Goldman Sachs, and is launching with

Frank Napolitani

ODD considerations for start-up managers

Operational due diligence or “ODD” are arguably three of the most important words for any start-up manager hopeful of attracting new investors. Such is the level of expectation among institutional investors today that even if the manager only has USD20-30m in AUM and outsources the CFO function, operationally they still

Brian Roberts

Compliance mindset to be set by senior management

Although it might not necessarily be top-of-mind for a start-up manager, if they are serious about building a proper business then establishing a culture of compliance from the get-go is important.  A new hedge fund manager that is not required to register with the SEC "doesn't necessarily need to have

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12 November, 2026 – 5:00 pm

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