10 Commandments For Achieving Operational Excellence Sep29

Posted by & filed under White Papers/ Thought Pieces.

globe

Legal and compliance programs should be well articulated and robust in order to protect both Investment Managers (manager) and investors throughout the life of the fund. There are several key components to these programs. Legal documentation and structure vary based on a fund’s domicile, strategy, and investors. U.S. onshore and offshore operative documents generally include

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The PayPal Opportunity Sep28

Posted by & filed under White Papers/ Thought Pieces.

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Today, for everyday transactions, the plastic cards in your wallet still matter, and for many, cash and check remain a regular payment medium. With advances in smartphone technology, the traditional wallet is likely to change; however, over the next 5 to 10 years, payment apps will proliferate. Looking forward, the average consumer might put a half dozen favorite retailers’ apps on their phones. Since most people do not want to clutter their beautiful iPhones with 25 to 30 different apps, some merchants will get this valuable real estate because they offer great promotions or deals

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Attack Marketing Using the Rule of 150 Sep16

Posted by & filed under Hedge Fund Marketing, White Papers/ Thought Pieces.

150 from the air

The Rule of 150, first posited in the 1990s by British anthropologist Robin Dunbar, refers to the maximum number of people with whom any person can build meaningful relationships. While there appears to be a spirited debate over the actual figure (100? 150? 250?), the general assumption that humans maintain closer relationships within small groupings seems to have some historical merit. In military leadership dating back as far as the Roman centurions, history has borne out that, once the number of 150 is exceeded, it’s nearly impossible for individuals to form strong enough interpersonal bonds to work well together

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