The Cost to Investors of the New SEC Rules

There has been quite a lot of material about the new SEC rules for the Private Fund industry. If you missed all the emails, webinars of which I am guilty of participating and missives – I applaud your ability to filter a lot of this noise.  Every law firm, compliance firm, audit firm, and administration […]

All is well, Remain calm

My market commentary this week is simple – make sure you have dry powder,  keep a clear head and make good decisions. Sometimes the best reaction is no action or a least not a quick reaction. Clearly the global economy is in a tizzy and while it looks like things will get worse before they […]

I get it

So just in case you were hiding under a rock or in some place where Al Gore’s internet doesn’t reach, Facebook got hammered last week. The Silicon Valley giant’s market value took a massive beating and well, everyone — and I mean everyone — has been reporting on it non-stop. I get that this “market […]

Apology not accepted and it really is kind of silly

This week’s post is a bit of a digression from the rants, raves and commentary on the hedge fund industry and Wall Street, but worth the read nonetheless. It seems like every time I turn on TV there are apology ads for Wells Fargo and Facebook for the way they have cheated customers and manipulated […]

The future is bright

Last week’s post brought a lot of sighs of relief from people in the hedge fund industry. A number of readers, whom frankly I don’t really know, reached out saying that they, too, believe the industry is alive and well and beginning to kick again. A few folks that I do know well also said […]

Hedge funds are not dead. Not yet. Not ever

The demise of the industry has been completely over-exaggerated. Rest assured, hedge funds are alive and well.  It is true that new fund launches have decreased significantly over the last few years and the data around this area continue to show weakness. Still, investors in a never-ending search for alpha are continuing to look to […]

We Are Not in Kansas Any More

This just in: Investors demand performance! This headline has been crashing the tape over the last few weeks as investor after investor seems to be complaining that they want their money managers to deliver actual good results, to stop just charging fees and to start delivering returns.  I am shocked, shocked I say, to learn […]

And the hits just keep on coming

The hedge fund industry has clearly taken a number of shots this week and last. The news of the insider trading suit at Omega and that Perry Capital is winding down has left many folks scratching their heads wondering what is next.  A lot, perhaps. In a recent interview with Bloomberg Surveillance, “hedge fund legend” […]

One bad apple does not spoil the lot

“Innocent until proved guilty”: I’m sure that I’ve read that somewhere. And while this is the law of the land, many believe it is the other way ’round. The minute someone is charged with a crime or even merely accused of an illegal act, the press, the public and the people jump to conclusions, often […]

It is about offense AND defense

The nation is settling into quite an interesting election season now that we’ve passed Labor Day. The candidates are gearing up for a series of debates as they battle for the highest office in the land. And while the country waits with baited breath to hear what will come out of Mr. Trump’s mouth and […]

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