Non-Profit Q&A: Suzanne Currie, The Duke of Edinburgh’s International Award
EFSI has long been a supporter of charities and non-profits that help children, both in…
Category: Blog
Emerging Talent, Fiduciary Standards, and the Future of Institutional Investing
The size of an investment manager’s assets under management is often seen as shorthand for…
Have You Given RIAs A Barrier To Investing Their Clients In Your Fund?
When investment boutiques running alternative investment strategies look to expand their client base and grow…
Private Equity Finally Gets the Interest Rate Decrease It Has Been Waiting For – but Will It Move the Needle?
On September 18th, you could almost feel the sense of relief (joy, even) in the…
Considerations for RIAs When Launching a Pooled Investment Fund
The increasing interest in alternative investments from registered investment adviser (RIA) clients in the U.S.…
Recent Fines Illustrate Importance of Marketing Rule Compliance for Investment Managers
On September 9th, the SEC announced charges against nine investment managers for non-compliance with the…
What Is Good Performance?
Understanding performance in asset management goes beyond the superficial analysis of past returns. In an…
Has Your Fund Misallocated Its Content Marketing Budget?
Every money management firm, from the biggest to the just established smallest, has only limited…
Headwinds Facing Private Equity-Backed Healthcare Services Organizations: Strategic Solutions for Improving Exit Outcomes
Private equity (PE)-backed healthcare services organizations face a variety of complex challenges in today’s market.…
Wire Fraud Prevention: The Fund Administrator’s Role and What to Expect
The hedge fund industry continues to face significant challenges in combating cybersecurity-related risks. Criminal actors…
Is Distressed Multifamily Investing the New Distressed Office Investing?
Towards the back end of last year, I found myself wondering on more than one…
Is Your Fund Management Strategy Unsustainable? Three Red Flags to Consider
Many new entrants to the fund management market risk being pushed out in the earliest…
Format Should Fit Function
When you’re tasked with creating print materials for presentations, one of the first decisions to…
Affordable Housing Investing Growth a Private Markets Good News Story
I heard a completely new term recently: ‘Boommates’. Apparently, it’s baby boomers who rent out…
Private Fund Time To Launch Does Not Have to be So Lengthy
Launching a private fund in the United States can be an almost daunting endeavor, fraught…
The Future of Family Office Investing
Technological advancements are redefining how family offices operate and invest, enabling them to navigate the…
Communications for an Extended Asset Raising Selling Cycle
The experience of sophisticated investors over the years regarding hard to predict bad news —…
Why Family Offices Should Hire a Fund Administrator
One of the stories of the private markets in recent years has been the explosion…
Private Equity Deal Activity Should Accelerate in H2 – Right?
It should not be a surprise that transaction activity in the private equity industry has…
How Will the SEC’s Bad Summer Impact the Investment Management Community?
Simply put, this is not a summer to remember for the SEC and there could…
Mitigating Investment Risk as an Emerging Fund Manager
Navigating portfolio risk is one of the most critical challenges for startup and emerging fund…
Overcome What RIAs Say Is A Barrier To Investing Clients In Your Fund
When investment boutiques running alternative investment strategies look to expand their client base and grow…
Hedge Fund Launches Set To Accelerate in Second Half of 2024?
The talk of the town in alternative investment circles in the past week has certainly…
The SPC Advantage: Streamlining Family Office Wealth Management
For family offices, navigating the complexities of wealth management across generations requires a robust and…
Tapping Into the Potential of Analytics Partnerships
Despite the proliferation of powerful data analytics and advanced portfolio tools, many investment firms still…
Selling US Funds in the EU Is Not Nearly As Complicated as It Seems
There is common misconception among US and other non-EU investment managers that selling their funds…
How To Improve Your Fund’s Marketing By Summer’s End
For some decades, as Spring gets ready to turn to summer, I get calls from…
What to Look for in an Outsourced Management Company Accounting Provider
The majority of investment managers in the US are actually small to medium sized companies…
Is Private Equity Interest in the NFL Really All About the Real Estate Play?
The talk of the town in private equity circles at the moment is the potential…
Pitfalls in Cyber Insurance Coverage and How to Avoid Them
Cyber insurance serves as an effective safeguard against a cyber attack by providing time-critical resources…
What This Family Office Survey Means for Your Fund’s Marketing
Fidelity Investments produces a bi-annual investment survey of family offices about how they are investing.…
Merchant Cash Advances Strategies a Growing Corner of US Private Credit Market
Private credit strategies have been the growth story in the private markets in the past…
The Series LLC: A Boon for Asset Management Firms
It’s been a while since I’ve written about the Series LLC structure – back in…
Creating Institutional Visibility
Starting fresh For emerging managers not coming from big-name firms, grabbing investor attention can be…
Are You Clearly Differentiating Your Fund Product?
Each year it grows more challenging for an emerging hedge fund manager to attract investors.…
Why Your Startup Private Equity Firm Needs to Hire a Fund Administrator At Launch
Many who start a new private equity firm have some investors lined up for their…
Continuation Funds Providing New Solutions for Private Debt GPs and LPs
Before founding Fundviews Capital, I helped wealth managers to create customised portfolios of alternative investment…
Consultant Database Reporting: How Managers Can Increase Their Visibility and Avoid Missing Out on Search Activity
Managers are often challenged with the demands of consultant database population due to a lack…
Marketing Collateral Format Should Fit Function
When you’re tasked with creating print materials for presentations, one of the first decisions to…
Financial Technology as a Strategic Advantage
The asset management industry stands at a crossroads, where the largest firms are leveraging technological…
Justified Optimism for Better Year in Alternative Investment Industry
Like many of you reading this, I’ve just returned from the annual hedge fund week…
Why Your Private Equity Firm Needs an Outsourced COO: Unlocking Efficiency and Growth
In the fast-paced world of private equity, where deal flow and maximizing returns reign supreme,…
Why Emerging Hedge Fund Managers Should Consider First Loss Allocations
Whenever a hedge fund manager hears the term ‘first loss’ at a conference, they have…
Marketing Roadblocks To Asset Raising Success
Could your money management firm do better in its selling efforts? It is as important…
The Importance of a Robust Cybersecurity Program for Fund Administrators
US regulator the Securities and Exchange Commission (SEC) announced its cybersecurity plans for RIAs and…
Will 2024 Be the Year When Distressed Commercial Real Estate Finally Gets Going?
If you read the news, you’ll know that the commercial real estate (CRE) market has…
Helping Your Hedge Fund Attract Investors
There are thousands of hedge funds; more than enough to clutter the competitive landscape. With…
Some Advice for Those Looking to Launch a New Fund Next Year
At EFSI, we are fortunate that we have a good presence in the emerging manager…
Optimism for Alternative Investment Industry Rebound in 2024
Most subsets of the private markets – private equity, venture capital, real estate – have…
Beneficial Ownership Reporting: Promoting Transparency and Combating Illicit Activities
Beneficial Ownership Information reporting (BOI) is a critical tool in the global fight against financial…
Brand Or Commodity: Which Will Your Firm Be?
As a money manager your ability to survive and thrive is as dependent on your…
Private Equity Industry Ending 2023 on Something of an Uptick
Back in May I wrote about the private equity industry and how deal activity in…
Accessing Medium to Longer Term Capital a Growing Trend in Hedge Fund Industry
Recently, I saw on Bloomberg that Eisler Capital is locking up client capital for a…
Selling To Prospects Who Don’t Already Know You
There are more hedge funds than there are stocks in the U.S. stock market. As…
Cyber Insurance Pitfalls in Wire Transfer Fraud Coverage
Wire transfer fraud is on the rise and has become a grave concern for businesses…
Hedge Funds Q4 Outlook Uncertain Amidst Market Blur
Equity market performance still has outsized influence on the hedge fund industry