our.recovery.process

In light of recent volatility in the markets and generally lackluster performance in the hedge fund industry, many investors have seen their hedge fund investments lose value. Consequently, raising new capital and retaining existing capital has become increasingly difficult for hedge fund sponsors. Not surprisingly, one of the most commonly asked questions of late by fund sponsors is

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mjaug23

This week, I decided to spare everyone my usual delivery of salty commentary on the investment arena and instead, use two pictures to say my 1,000 words. So here’s this week’s blog in cartoon format. Of course, as badly as I draw and with the economic outlook uncertain, these may actually only be worth 500 (or

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cc32c25e-fd70-4cda-a11b-61b7476dd216

Greetings, We begin with Japan where the central bank ended up disappointing the markets. The BoJ announced a smaller than expected increase in purchases of ETF’s. There was no move deeper into negative rates and no QE acceleration. Kuroda probably feels somewhat helpless at this point and is betting on the big increase in fiscal stimulus. The

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Second-Machine-Age-1

In the wake of the global financial crisis and the Madoff crimes, the amount and the sophistication of due diligence information has increased significantly, enabled by digital technology and communications. However, the means for information exchange, audit, storage, and meaningful analysis have not kept pace with the sheer volume of information. This means that the due diligence process at present is quite onerous, rife with inefficiencies and full of pain points, including burdensome administrative tasks, mind-numbing repetition, and suboptimal information storage requiring cumbersome searches. In the same way that the Industrial Revolution brought drudgery for factory workers, technology so far has brought much the same for due diligence analysts and asset managers

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