US EAST COAST 2012 - HFMWeek

More documents

Recommendations

Info

US EAST COAST 2012 CONTENTS 06 09 12 15 18 21 COMPLIANCE COMPLYING WITH THE 1940 ACT IN THE 21ST CENTURY With higher regulatory barriers than ever before for US fi rms, Brandon Lemesh and Julia Lee of EvenWheel Solutions (the software arm of HedgeOp Compliance) discuss the use of technology to effi ciently manage a fi rm’s Code of Ethics compliance processes ADMINISTRATION CHANGE IS GREAT, BUT CONSISTENCY IS BETTER … As the fund administration space has become more crowded and competitive in recent years, Ted Jasinski of Admiral Administration LLC explains how a dedicated, high-quality and consistent service has created success for both the fi rm and the clients FINANCIAL SERVICES FORM PF: WHERE DO YOU FIT IN Nicholas Tsafos of EisnerAmper talks to HFMWeek about the requirements of Form PF and gives an overview of the reporting process as well as how best to approach it ACCOUNTANCY TAX ISSUES THAT FACE INVESTMENT MANAGERS Maury Cartine of Marcum LLP gives an example of the foreign and state tax issues management companies can face and the solutions that can be employed to avoid paying more than their fair share of tax ANALYTICS THE REAL RISK OF FAKING IT Did the industry learn from the 2008 crisis Are risks being properly monitored or are we destined to head into the same storm again Damian Handzy, of Investor Analytics, talks to HFMWeek about the real costs of not anticipating and managing risk FUND SERVICES IN THE CLOUD Jack McDonald of Conifer talks to HFMWeek about the advantages of embracing cloud computing and how his company’s clients have benefi tted from the iCon dashboard 24 27 31 35 38 41 LEGAL JOBS ACT: HOW CAN PRIVATE FUND MANAGERS RAISE CAPITAL Daniel G. Viola, Lance Friedler and Ron S. Geffner of Sadis and Goldberg LLP assess how the JOBS Act will impact private funds ADMINISTRATION WHEN FAILURE IS NOT AN OPTION As regulatory requirements are heightened, Jonathan White of Viteos talks to HFMWeek about the importance of combining outsourcing and technology solutions to resolve challenges FUND SERVICES DUE DILIGENCE – WINNING OVER THE INVESTOR Capital is hard to come by for funds, especially with the uncertainty surrounding hedge funds still resting heavy on investors’ minds. Jason Cholewa, of ALPS, discusses the qualifi cations a fund needs to meet to pass the all-important due diligence stage ADMINISTRATION INSTITUTIONAL INFRASTRUCTURE As the alternative investment industry continues its march towards institutionalisation, Leo LaForce of HedgeServ talks to HFMWeek about the challenges facing fund managers and how fund administration can help by delivering a wide range of services underpinned by high-quality infrastructure FUND SERVICES SEEING INSIDE THE BLACK BOX Don Muller of Northern Trust talks to HFMWeek about the importance of independent valuation services in the face of a growing demand for transparency across the hedge fund industry FUND SERVICES CONVERGENCE OF ALTERNATIVE INVESTMENTS AND TRADITIONAL PRODUCTS Frank Napolitani of Concept Capital Markets, LLC explains the recent convergence trend in the hedge fund industry of traditional products and alternative investments, providing an overview of the benefi ts to both investors and fund sponsors 4 HFMWEEK.COM
Outstanding Global Fund Administration Solutions Any size fund, fund structure, fund strategy, fund domicile apexfundservices.com Peter Hughes Group Managing Director +44 7780 997609 peterhughes@apexfunds.bm Thalius Hecksher Global Head of Business Development +353 861 723 233
Page 1 and 2: HFMWEEK S P E C I A L R E P O R T U
Page 3: US EAST COAST 2012 I t is no wonder
Page 7 and 8: COMPLIANCE system allows it, you ca
Page 9 and 10: US EAS T COAS T 2012 ADMINISTRATION
Page 11 and 12: Leading-edge technology and unparal
Page 13: FINANCIAL SERVICES • If the fund
Page 16 and 17: US EAST COAST 2012 ACCOUNTANCY UK t
Page 18 and 19: US EAST COAST 2012 THE REAL RISK OF
Page 20 and 21: What penalty are you prepared to pa
Page 22 and 23: US EAS T COAS T 2012 FUND SERVICES
Page 24 and 25: US EAS T COAS T 2012 JOBS ACT: HOW
Page 26 and 27: Risk. It’s no longer a 4-letter w
Page 28 and 29: US EAS T COAS T 2012 ADMINISTRATION
Page 30 and 31: Discover the Difference www.marcuml
Page 34 and 35: THE FIRST RULE OF SUCCESS SURROUND
Page 36: US EAS T COAS T 2012 ADMINISTRATION
Page 39: F UND SERVICES DM: It is important

US EAST COAST 2012 - HFMWeek

You also want an ePaper? Increase the reach of your titles

Delete template?

Save as template?