Investing in Italy: Intellectual Property
Investing in Italy: Intellectual Property, delves into what investors such as private equity and venture…
Category: Blog
Talking to Family Offices vs. Institutional Investors
Emerging managers often chase both family offices and institutional investors, wanting to maximize interest without…
What Family Office Investors Want You To Communicate At The Initial Due Diligence Meeting
Is your hedge fund making the most of its initial in-person meetings with family office…
What I Learned About Puerto Rico’s Fast-Growing Alternative Investment Market
Puerto Rico may not have the deep institutional pockets of larger markets (yet), but it…
How Strong Middle and Back Office Operations Set Private Fund Managers Apart During Tax Season
In an era where regulatory expectations are rising and investor due diligence is more demanding…
Cold Breath Society: A Veteran-Led, Mission-Driven Venture in Holistic Wellness
Cold Breath Society is a technology-forward, cohort-based wellness platform built on discipline, accountability, and behavioral…
Messaging Compliance is a Mess— and Fund Managers should be Paying Attention
Since 2021, regulators have dropped over $2 billion in fines on firms for failing to…
Three Strategies to Complement 60/40 Portfolios with Smarter Diversification
Portfolio diversification remains one of the most effective ways to protect capital and enhance long…
Investing in Italy: Labour and Employment
Investing in Italy: Labour and Employment, delves into what investors such as private equity and…
When You’re the PM and the Risk Officer
There are ways to structure risk management that are realistic for lean teams and don’t…
Innovative Thought Leadership And A Self-Examination Of Your Fund
Investment consultant gate keepers want the portfolio managers that make their recommended lists to be…
Beneficial Ownership Reporting Cancelled, Bringing Regulatory Relief for Alternative Investment Fund Managers
While the CTA’s limited scope could tilt the playing field slightly in favor of U.S.…
Retail Investing in Private Equity: A Growing Opportunity or a Misunderstood Market?
While challenges remain, the retail segment could certainly provide many private equity firms with an…
A Unique Capital Landscape: Why Caribbean Investors Are Different
Most capital-raising efforts focus on institutional investors—pension funds, endowments, and sovereign wealth funds. But what…
The Allure and Reality of Alternative Data
The edge in investing isn’t found in accumulating more data, but in asking better questions…
Investing in Italy: Commercial Contracts
Foreign companies wishing to enter the Italian market to sell their products and services may…
Hedge Fund Marketing Implications In Times Of Growing Non-Company-Specific Risk
Successful capital raising has always required having more than just performance that is within the…
Why an Independent Sponsor Should Use a Fund Administrator
Using a fund administrator can be beneficial for independent sponsors for several reasons
Understanding Key Person Risk in the US Alternative Investment Industry
Investors consider several scenarios that can give rise to key person risk when conducting their…
The Institutionalization of Crypto and What That Means for Fund Managers
For years, digital assets occupied a gray area in institutional investing. Even those with exposure…
Investing in Italy: The Corporate Landscape
In recent years the Italian Government has undertaken additional economic and legal reforms in a…
Are You Helping Hedge Fund Investors Understand & Remember Your Fund?
Many hedge funds are revealing too little about themselves. This is a complaint that has…
The Value of In-Person Connections Is Not Only Relevant for Managers and Investors
Many of you reading this article on or around its publishing date will no doubt…
Wealth Managers Look to Direct Investing Opportunities as Differentiation Benefit
It’s that time of year again when the great and the good of the alternative…
Positioning Your Boutique Fund to Investors
Being a boutique fund manager in a market dominated by mega-managers and passive strategies might…
Marketing Your Fund To And Through Consultants And Gatekeepers
It is often said that ‘soft’ manager qualities are frequently what separates a fund from…
Why Everyone’s Talking About PPVAs and PPLI
I’m just back from Miami, where EFSI sponsored two events – Fundviews Capital’s Alternative Investments…
When Is an Emerging Manager an Established One?
The US holiday season is now in full swing, which, for those in the alternative…
What Allocators Want: Attribution Analysis in Fundraising
Explaining performance drivers is fundamental to a fund manager’s investor narrative. While returns, volatility, and…
Giving Your Hedge Fund A Year-End Communications Marketing Checkup
Delivering investments leadership in a difficult to differentiate environment is one of the success factors…
The Power of Tech: Why Your Fund Administrator Needs to Innovate
In today’s fast-paced private funds landscape, technology is no longer a luxury but a necessity.…
Private Debt Juggernaut Continues Apace
On November 7th, the US Federal Reserve cut the Federal Funds rate for the second…
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…
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…