Author Archives: Alex Akesson

Andrew Mehalko, a speaker at the marcus evans Alternative Investments North America Summit Fall 2010, explores the best portfolio management and risk mitigation strategies. Interview with: Andrew Mehalko, Chief Investment Officer, GenSpring Family Offices Las Vegas, NV, September 1, 2010 – FOR IMMEDIATE RELEASE Investors need to manage their portfolios in a way that capitalizes on opportunities while mitigating risks, […]

The global hedge fund sector finished 3Q2010 on a high note as the Eurekahedge Hedge Fund Index delivered a strong 3.37% return for September. A surge in risk appetite amid upbeat corporate earnings estimates and a stream of positive economic data led to rallies in the underlying markets. The MSCI World Index advanced 6.74% in the month. Newly revealed data puts the […]

Hedge fund and private equity fund managers that use registered broker-dealers to raise capital on behalf of their funds should be aware of a recent report from the North American Securities Administrators Association (“NASAA”). The 2010 Broker-Dealer Coordinated Examination Report identifies the most prevalent compliance deficiencies by broker-dealers and offers a series of recommended best practices for broker-dealers to consider […]

The Securities and Exchange Commission has proposed a new rule under the Dodd-Frank Wall Street Reform and Consumer Protection Act to define the term “family offices,” according to law firm Pillsbury Winthrop Shaw Pittman LLP. Advisers falling within this definition will be excluded from the definition of “investment adviser” under the Investment Advisers Act of 1940 and will therefore not […]

Standard Life Investments, the global investment manager, issued a white paper today to address a nagging question among institutional investors still mindful of the “pain and hardship” caused by the sharp market decline of 2008-2009: how to achieve high quality risk-adjusted returns when most, if not all, conventional wisdom about diversification and risk budgeting went out the window? “Being Risk […]

By Steven M. Etkind and Roger D. Lorence (Sadis & Goldberg LLP) – Employers offering 401(k) or 403(b) plans should give immediate attention to legislation that was just enacted that allows participants to convert their retirement accounts in such plans to Roth accounts in 2010 and avoid unnessary complications in order to convert Roth eligible accounts to Roth IRA’s. The […]

Merlin Securities, LLC – Clearly the landscape has changed dramatically for hedge fund managers and the investment community over the past several years around the globe. And so, too, have the investment approaches of each level of the spectrum changed. For hedge funds seeking to reach the next level of AUM, it is important to understand where the fund is in […]

The Hedge Fund Association (HFA) and sponsors Rothstein Kass and Butterfield Fulcrum are hosting the 2010 Hedge Fund Association Golf Championship, on Friday, October 15, 2010 at the Doral Arrowwood in Rye Brook, New York. “The Doral Arrowwood Resort Center offers nine spectacular holes by Robert von Hagge, the mastermind behind the famed Blue Monster in Miami. Acclaimed as one […]

Morningstar reported preliminary hedge fund performance for August 2010 and asset flows through July. Hedge funds held up in August, as the Morningstar 1000 Hedge Fund Index rose 0.1% and the currency-hedged Morningstar MSCI Composite Hedge Fund Index increased 0.6% against a decline in global equity markets, particularly in the United States. The Morningstar U.S. Equity Hedge Fund Index fell […]