Browsing: Family offices

Posts Tagged ‘ Family offices ’

Why Alternative Investment Operations Still Matter

Oct 20th, 2020 | Filed under: Hedge Fund Industry Trends, Hedge Fund Operations and Risk Management, Private Equity, Due Diligence Process, Newly Added, Risk management, Operations, Funds of Hedge Funds, Risk Management Strategies & Processes, Hedge Funds, Private Investments, Risk Management & Operations

By Jason Scharfman Esq., CFE, CRISC, CAMS, CAIA Managing Partner, Corgentum Consulting As an operational due diligence (ODD) professional who performs ODD reviews of alternative investment managers on behalf of institutional investors and family offices, I have noticed a recent increase not only in the number of ODD reviews investorsRead More

Simpler Rules for Commodity Pools

Jan 9th, 2020 | Filed under: Investing in Commodities, Newly Added, Institutional Investing, Regulatory, The A.I. Industry, Institutional Asset Management, Family Offices, Commodities

The Commodity Futures Trading Commission has changed the rules for the managers of commodity pools. The new regulations, approved in November and published in the Federal Register for Dec. 10, take effect on Thursday, January 9, 2020. Some key points about these changes: They have codified Family Office No-Action Letters,Read More

The Audacity of Opacity

Jul 15th, 2019 | Filed under: Consultants, Private Equity, Industry Size & Managers, Newly Added, Asset Managers, Institutional Investing, Media Coverage of Hedge Funds, What about beta?, High-net-worth investors, Alternative Investments in Context, Endowments & Foundations, Institutional Asset Management, Family Offices, Hedge Funds, Private Investments, Allocating to A.I.

By Bill Kelly, CEO, CAIA Association Why are we still talking about this? No, it’s not the central bankers and their insatiable easing tendencies, trade wars with China, or even the Women’s World Cup football match (sorry Netherlands!). These stories all make great headlines, drive news ratings, generate tickertape parades,Read More

Advising the Ultra-Wealthy: The State of the Industry

Jun 12th, 2019 | Filed under: Consultants, Newly Added, High-net-worth investors, The A.I. Industry, Family Offices

The Family Office Exchange (FOX) has released a report on the state of the ultra-wealthy advisory business. The report, based on a survey and interviews, draws three broad conclusions: first, the business is in a healthy condition; second, its value proposition is in transition, away from asset-based and toward retainer-basedRead More

The Affluent Family Pro: A conversation with Stuart Lucas: wealth manager, educator, and family scion

Jan 21st, 2019 | Filed under: Newly Added, High-net-worth investors, The A.I. Industry, Institutional Asset Management, Family Offices

By Charles Skorina Stuart Lucas has double-barreled credentials as a wealth manager. He’s a Harvard MBA who worked for years with top-shelf financial firms including Wellington Management Company and Banc One (now JP Morgan Chase), where he led their Ultra HNW unit. And, he is himself an heir to familyRead More

M&A Worldwide Near-Term: New Numbers from Intralinks

Nov 15th, 2018 | Filed under: Hedge Fund Strategies, Equity Hedge Funds, Newly Added, Event-Driven Hedge Funds, The A.I. Industry, Family Offices, Hedge Funds, Allocating to A.I.

The Intralinks Deal Flow Predictor is forecasting a lot of  deals for the first quarter of 2019: 20% year-over-year growth. However, if one looks at a broader frame, the last quarter of this year and the first quarter of the next, the year-over-year growth looks less impressive, at 6% worldwide.Read More

Intralinks/Global Fund Media Survey of LPs Shows Satisfaction

Sep 25th, 2018 | Filed under: Real Estate, Private Equity, Debt Types of Private Equity, Liquid and Fixed Income Real Estate, Newly Added, Institutional Investing, Equity Types of Private Equity, High-net-worth investors, Other Issues in Private Investments, Endowments & Foundations, The A.I. Industry, Institutional Asset Management, Real Estate Equity Investments, Family Offices, Hedge Funds, Private Investments, Real Assets, Allocating to A.I.

Intralinks has once again collaborated with Global Fund Media in a survey of limited partners on their satisfaction with recent results and on how they see global investment opportunities near-term. As to satisfaction: 18% of LPs say that their results from alternative investments have been better than they expected. ARead More

What Family Offices Want From Alternative Investment Managers

Feb 21st, 2018 | Filed under: Newly Added, High-net-worth investors, Institutional Asset Management, Family Offices, Allocating to A.I.

By Diane Harrison Competition within the alternatives sector for family office investments is at an all-time high, as these investors get more comfortable with the range of assets available to them and their general understanding of alternatives rises. Fund managers want to win these wealthy investors over, but often findRead More

What makes a great Chief Investment Officer?

May 1st, 2017 | Filed under: Newly Added, Institutional Investing, Endowments & Foundations, Institutional Asset Management, Family Offices

By Charles Skorina All professional investors want to make money.  The question is, how and for whom? In the for-profit world of Wall Street asset managers and retail mutual funds, the differences among managers reflect investor appetites, time horizons and risk tolerances.  They must all serve their customers, or theRead More

Inside the Bubble: The Investment Habits of the Wealthy Investor

Apr 13th, 2016 | Filed under: Newly Added, High-net-worth investors, Institutional Asset Management, Family Offices

By Diane Harrison The wealthy have always worn a mantle of mystery: their gated communities, private memberships, exclusive clubs and the like emphasizing this “otherness.” Their investment management activities are no different; most high-net-worth investors employ a professional advisor to stand between them and those who clamor to serve them. YetRead More

5 SNAFUs to Avoid With Investors

Aug 13th, 2015 | Filed under: High-net-worth investors, Family Offices

Guest columnist Diane Harrison discusses the art communicating with investors.Read More

7 Messages Family Offices Give Emerging Managers

Jul 26th, 2015 | Filed under: Institutional Investing, Alpha Strategies, Family Offices

Guest columnist Diane Harrison examines the relationship between family offices and emerging managers and why some managers get money and why others don't. Read More

A Family is Not a Portfolio: A Discussion with Charles Grace

Sep 13th, 2012 | Filed under: Alpha Strategies, Asset allocation

In the years before the world financial crisis, an endowment oriented model was gaining some ground [in the family-office world] following on the example of Yale University and its long-time CIO, David Swenson. But, frankly, there has been some questioning of that as of late.Read More