Category: Articles

Chicken or Egg?

(Originally published April, 2016) When working with emerging managers, at some point during the engagement I’m inevitably told “I really can’t afford an attorney/accountant/compliance person/ [fill in the blank] yet.  I’ll just have to wait until I get an allocation of capital and start…

And The Winner Is…

This article is the first of a monthly series I‘ll be doing for Opalesque NewManager – an online news publication focusing on the global emerging hedge fund manager and CTA space. Landing an allocation of capital has become akin to winning a beauty contest,…

The Top 12 Questions Emerging Managers Ask:

Question 1:                         When do I need to register and how long does it take?    Forget about the legal liability; if you’re going to trade client money, you need to register.  While exemptions are available, taking advantage of them slows your upside potential.  Soliciting…

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