Category Archives: Hedge Funds

Strategy Specific Hedge Fund Operational Due Diligence

Posted on October 16, 2013 by Sarah Hathaway

Guest Contributor: Jason Scharfman, Managing Partner, Corgentum Consulting, LLC When investors approach a hedge fund to begin the operational due diligence process, they will have likely done some degree of investment due diligence already. During the investment due diligence process, … Continue reading →

Posted in Guest Blog, Hedge Funds | Tagged Corgentum Consulting, Jason Scharfman, Operational Due Diligence | Leave a comment

The Rising Voice of Transparency and Control in Fund Operations

Posted on April 10, 2013 by Sarah Hathaway

By John Herlihy and Geoff Hodge, Milestone Group Boards, auditors, management and shareholders have been making their voices heard: among the alphabet soup of new fund management regulations, transparency and control are the common themes. We are now indisputably at … Continue reading →

Posted in Guest Blog, Hedge Funds | Tagged Dodd-Frank, Form PF, fund manager, Geoff Hodge, John Herlihy, Milestone Group, RDR, transparency, UCITS V | 1 Comment

“What is” a Hedge Fund

Posted on March 19, 2013 by Maureen Lowe

A hedge fund is a private partnership investment fund that uses complex investment strategies with the goal of maximizing returns on the funds’ underlying investments. Accredited investors run hedge funds and pool money in order to make risky, yet profitable … Continue reading →

Posted in Dodd-Frank, Hedge Funds, Regulation, What is series | Tagged AUM, Dodd-Frank Act, Financial Technologies Forum (FTF), FTF News, hedge fund, SEC, the bull run, What is a hedge fund | Leave a comment

What Can Hedge Fund Administrators Learn from Madonna?

Posted on February 20, 2013 by Sarah Hathaway

Guest Contributor: George Michaels, CEO, G2 FinTech One could say Madonna owes a great deal of her multi-decade success to her ability to “reinvent” herself and keep pace with the ever-changing music scene. The hedge fund administration industry could learn … Continue reading →

Posted in Compliance, Guest Blog, Hedge Funds, Regulation, Uncategorized | Tagged FATCA, G2 FinTech, George Michaels, hedge fund administrators, NAV | 1 Comment

D-Day for IFRS 13, It’s Time to Move

Posted on February 7, 2013 by Maureen Lowe

The end of Q1, 2013 brings its own form of D-Day for the investment funds industry: Data Day. For it is on this date that International Financial Reporting Standards 13 Fair Value Measurement (IFRS 13) becomes effective. The aim of … Continue reading →

Posted in Hedge Funds, Regulation | Tagged Ernst & Young, evaluated pricing, fair value measurement, Financial Technologies Forum, fund administrators, fund managers, Gareth Harman, IFRS 13, Jayme Fagas, Thomson Reuters, webinar | Leave a comment

“What Is” The JOBS Act?

Posted on October 30, 2012 by alexam212

The Jumpstart Our Business Startups (JOBS) Act, signed into law by President Obama on April 2012, is intended to encourage the growth of small businesses and start-ups by helping with funding and easing federal regulations in order to increase the … Continue reading →

Posted in Hedge Funds, Regulation, What is series | Tagged Crowd-funding, EGC, hedge fund advertising, hedge fund marketing, hedge fund regulation, JOBS Act, Obama, Regulation D, SEC, Small Company Capital Formation Act | 1 Comment

“What is” Form PF?

Posted on August 28, 2012 by Maureen Lowe

Form PF (private fund) is a new SEC rule that requires private fund advisers to report regulatory assets under management, dubbed RAUM, to the Financial Stability Oversight Council (FSOC), an organization established under Dodd-Frank in order to monitor risks within … Continue reading →

Posted in Compliance, Dodd-Frank, Hedge Funds, Regulation, What is series | Tagged CFTC, financial regulation, Form PF, FSOC, RAUM, SEC | Leave a comment

Is Your Fund Politically Intelligent?

Posted on May 24, 2012 by Sarah Hathaway

Thanks to the upcoming presidential election, we have been flooded with campaign ads and promises from each candidate. So, I started to think about how the upcoming election will affect the financial services industry. With so much new regulation and … Continue reading →

Posted in Compliance, Financial Crime, Hedge Funds, Regulation | Tagged Political Intelligence, STOCK Act | Leave a comment

The Operational Due Diligence Opportunity for Hedge Funds

Posted on May 2, 2012 by Maureen Lowe

Guest Contributor: Jason Scharfman,, Esq., CFE, CRISC, Managing Partner, Corgentum Consulting In the past, many hedge fund managers may have cringed at the mere thought of an investor inquiring about conducting a distinct operational due diligence review. Such reticence represents a … Continue reading →