What alternatives are available to non-EU Investment Managers (AIFMs) wishing to raise capital from European investors for their non-EU Funds? This presentation outlines the various routes to market from so-called ‘reverse solicitation’ to ‘passporting’ under the EU Alternative Investment Fund Manager Directive (AIFMD)
... Read more »Posts Categorized: White Papers/ Thought Pieces
Top Three Questions about Interval Funds May18
Discussion of registered alternative investment opportunities is prevalent in the asset management world today. Recently, our team has hosted roundtables at several industry events on one particular hot topic—interval funds. Asset managers we meet are anxious to learn about the benefits of this pooled investment vehicle. Below are the three most common questions they have
... Read more »Thank You Sir May I Have Another?!? May16
There are a lot of things I don’t understand, even today at the ripe old age of, well, not 8 years old. For example, I don’t understand why another study showing that smaller and younger funds outperform is necessary or the results touted as surprising
... Read more »Manager Selection Through a ‘Welkian’ Lens May15
The Lawrence Welk Show spanned the post-war boom of the 55s through the psychedelic 60s, the protest-laden 70s, and into the Reagan-era 80s before moving into syndication. Why was the show so successful long-term? What can fund managers learn from Lawrence Welk in getting their businesses to be as successful? Here are five lessons to be learned from the Welkian way
... Read more »The 5 Types of Investors You Meet Capital Raising May11
I’d like to think I’m not big into snap judgements, but a recent trip to the left coast in super-glamorous coach showed me that I’m completely full of it on that front. As I sat in my window seat waiting for my fellow fliers to board, I quickly sized up each and every passenger as they came down the aisle to determine whether they were someone I wanted to share air (and an armrest) with for the next four hours
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