Many investment managers and asset owners are struggling with a new reality and working to restructure portfolios, all while trying to shrug off a 10-year bull market euphoria-induced hangover. [...]
An investment adviser filing an initial Form ADV or an amendment to an existing Form ADV on or after October 1, 2017 will be required to use a revised Form [...]
It’s that time of year when many people are ending one chapter of their life and getting ready to start a new one outside of school. And, while they may [...]
When you hear the term “bus factor,” I imagine a few different images come to mind. Maybe it’s the impending headlights of a bus heading straight for you or a [...]
There is no denying that technology has drastically changed the financial industry. However, most of the technological advancements in the hedge fund space have been focused on the fund strategy [...]
Marketing can be expensive and sometimes it is difficult to see the direct benefits, especially if there are upfront costs involved. Northern Lights Distributors, LLC (NLD), understands the potential [...]
Today’s fund administrators are capable of doing much more for investment managers than just assisting with back-office responsibilities. As demonstrated by The Gemini Companies (Gemini), modern “fund administration 2.0” which [...]
Allocations to alternative investment strategies have continued to evolve as asset owners – in particular pensions, endowments and family offices – have become more knowledgeable about, and comfortable with, these [...]
The sales conversation and process has changed significantly in the past decade. Days of sole product pitches are long gone and have been replaced with a consultative conversation on how [...]
“People are looking for a connection. Tell a good enough story about your brand and people will not only be invested, they’ll want to buy it from you.” ― John [...]