Thousands of individuals have failed to report cryptocurrency related gains and should have cause for concern. If caught, those individuals subject themselves to interest and accuracy related penalties. Individuals could even be subject to fraud related penalties and jail time
... Read more »Posts Categorized: White Papers/ Thought Pieces
Your Outsource Partner’s Reputation Matters May8
While a firm’s brand and its reputation are often closely aligned, the distinction between the two can be important, particularly to investors considering the funds with which they will invest
... Read more »Marketing Best Practices, Traps and Takeaways for Emerging Hedge Fund Managers Apr25
What’s the difference between marketing, advertising and branding? Why is ‘thought leadership’ a big deal? How can you get heard? How can you avoid common marketing traps? These are among the questions prepared by me for speaking during the recent Emerging Manager Seminar
... Read more »Why Japan Now? Apr24
The Japanese stock market is cheaper today than at the depths of the financial crisis. The country’s stocks trade at the lowest valuations in over twenty years
... Read more »Don’t Fear the Robo Apr19
While few can argue with the positives of automated, algorithm-based portfolio management platforms, the advent of the cost-efficient, dispassionate robo-advisor has struck fear into the heart of many a financial advisor and fund manager, who see these technology options as a threat to their business practice
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