Hedge Fund Business Partners

Hedge Fund Business Partners

The video below discusses the importance of hedge fund business partners and service providers to the success of a hedge fund business.




Tags: hedge fund business partners, hedge funds, hedge fund news, hedge fund video, hedge fund partners, business partners for hedge funds

Institutionalization & Transparency

Institutionalization & Transparency

Here is a short video on institutionalization and the importance of transparency for hedge fund managers.



Tags: Institutionalization and transparency, hedge fund transparency, reforms, hedge fund industry

Hedge Fund Cow Paths

Hedge Fund Cow Paths


Last month I posted a short article on hedge fund cow paths here, below is a short video follow up on this same idea that most hedge funds and capital raisers do what everyone else does whether that is the most direct straight line to success or not.





Tags: Hedge fund cow paths, hedge funds, hedge fund cow path

Copywriting for Capital Raising

Copywriting for Capital Raising


This short video below explains why copywriting is so important and why ignoring this area can kill your progress towards raising more capital for your hedge fund.  Below is a definition of copywriting for those of you new to the subject.

Definition of Copywriting:  The strategic use of the right words within sales letters, websites and presentations to influence others to take action.





Tags: Copywriting for capital raising, capital raising, capital raising strategies

Future of the Hedge Fund Industry

Future of the Hedge Fund Industry

Below is a short video on the future of the hedge fund industry which I shot while at a banking conference in Moscow last month. If you are reading this article via rss or email and would like to watch the video please click here.





Tags: Future of the Hedge Fund Industry, hedge fund 2010, hedge funds in the future, hedge fund future

100% Online Hedge Fund Training

100% Online Hedge Fund Training


The CHP Designation is completed around the world by hedge fund and finance professionals and students, it is 100% online-based training on the hedge fund industry and both Level 1 and Level 2 can be completed in 12 months.

This Friday on January 15th at 2PM EST the program will open for registration to 300 additional participants.

Within the last year we have made several improvements to the CHP Designation Program which you may not be aware of, these include (click on links to view)
  • Over 70 new quotes from current and past participants on their experience in the program
  • An updated study guide
  • An audio and video overview of the study guide: 
  • Hedge Fund Premium resource updates (Now over 60 video resources posted)
  • Free webinars for participants
  • Exact details on what 3 bullet points you may add to your resume after completing CHP Level 1 (see bottom of this page for example bullet points)
If you would like learn more the best way is to email for our email updates here: http://hedgefundcertification.com/Email.html

You may have noticed that we are offering a free hedge fund career webinar today from 12PM - 1PM EST today. This webinar line only supports 1,000 participants and to date we have over 1,500 professionals who have registered so make sure and call in 2-3 minutes early and try again in a few minutes if you don't get a spot on your first attempt.  As always a recorded version of the webinar will be available to CHP Designation members within the next few weeks through Hedge Fund Premium.

If you have any questions about the CHP Designation, why we limit participation to 300 participants, or how it may help your hedge fund career launch or move forward faster please see our FAQ or email us at Team@HedgeFundCertification.com.




Tags: online hedge fund training, hedge funds training, certification, chartered hedge fund professional

Contact Details for Multi-Family Offices & Single Family Offices



The Family Offices Database Version 3.1 has now been released.  The Family Offices Database is an Excel-based database of contact details for single and multi-family offices.  Around 71% of the family offices within this database are US-based and around 27% of them are Europe-based.

Version 3.1 includes updated contact details, new listings, and improved data quality over the last few versions of this resource.  To learn more about this resource please watch our video or click here.

Our website is http://FamilyOfficesDatabase.co



Tags: Contact Details for Single Family Offices, Multi-family office contact details, family office contacts in the United States, family office contacts in Excel, Excel contact details for a family office, family office email address

Liquidity and Lock Up Periods

Liquidity and Lock Up Periods

Below is a short video we created on hedge fund liquidity, what lock up periods are and why it is important that they are in place for both hedge fund managers and hedge fund investors.  If you are reading this via rss or email please click here to watch the video on our site.


Top 4 Hedge Fund Trends

Top 4 Hedge Fund Trends

Below is a short video discussing what I see as the top 4 trends affecting the hedge fund industry.  If you are viewing this message via email or rss please click here to watch the embedded video on our site now.






Tags: Trends affecting hedge fund managers, alternative investment trends, CTA fund trends, hedge fund trends, hedge funds trends

18 Lessons from Shooting Star Hedge Funds

18 Lessons from Shooting Star Hedge Funds



Fast growing hedge funds are unlike most large hedge funds and emerging hedge fund managers. They have figured something out and are positioned to grow unlike 90%+ of the industry.  Here are some lessons which can be taken away from some of the fast growing hedge funds we have worked with:

  1. They take transparency serious and work to be pro-actively very transparent - more so than their competition.
  2. They approach multiple investment channels but mostly ignore those completely out of their reach (example, potential pension fund clients for a $75M fund).
  3. They are always developing relationships and they have dedicated internal and some external professionals always selling on their behalf.
  4. They not only pedigree on their team but they are always building that pedigree through additional research, hiring of expert staff, and through speaking & writing.
  5. They document their operations and make decisions based on what is best long-term for the organization rather than what is cheaper to implement today.
  6. They have risk management and trading plans which are closely followed, this helps them improve their actual trading results and provides confidence to investors since their historical trading actually matches up against the decision making rules of their plans.
  7. They know that "risk management" while sounding less sexy than "hedge funds" is the business they are in, and they invest in their own business accordingly.
  8. They have documented, tested, and third party verified financial controls, compliance processes and audits completed at least quarterly and these reports are sent to at least board members if not investors
  9. They invest and improve their infrastructure every year even if the pay-off for doing so could be 5-7 years away, ironically these are sometimes the investments which pay off the soonest though because investors recognize the type of long-term investments being made
  10. They are experts at completing due diligence processes with institutional consultants, family offices and other types of institutional investors.  They have professionals who are trained for phone-based pitches and sales and hand-offs during these processes are seamless.
  11. They have just as good of marketing materials as the $1B hedge funds because after investing $300,000+ in infrastructure, talent, research, and risk management it would be a waste not to spend $20,000 on presenting it in the right light in a professional manner.
  12. They have seen the light that investing in the right areas does produce returns so they re-invest their money even faster and often more efficiently than even small hedge funds on a tight budget
  13. They invest in training for their employees and board members who they grow more long-term relationships with than many emerging hedge fund managers might.
  14. They are not only aware of the competition but they are watching them.  Not in terms of what they are investing in so much as what risk management tools, software, trading tools, and USPs they are employing.
  15. While hiring they look for very specific skill sets and a minimum of 7 years of experience in the industry, unless they have a policy of grooming from the ground up.  Most fast growing hedge funds we know though like to hire professionals who can hit the ground running and quickly integrate as part of the team.  They actually have an HR department or at least one person who is head of talent development and HR related activities, something almost all small hedge funds lack.  When they are asked on the phone by institutional consultants if they plan on adding anyone they have a sophisticated intelligent answer instead of the generic, "we may add an analyst within the next 3 quarters."  
  16. They understand the "trust by verify" mindset of investors and they make it easy to verify everything.
  17. They conduct more due diligence on business partners, investors, and potential employees than some retail investors spend on investing in small emerging manager hedge funds.
  18. They realize their success is never going to be built on one software program, capital raising process, or investment trend so they constantly are working to build their 1,000 blocks of competitive advantage and ability.


Tags: how to quickly grow a hedge fund, what fast growing hedge funds are doing, hedge fund management best practices, best practices of hedge fund managers, hedge funds