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Online Marketplace Launch

LexShares is Launching New Online Marketplace

LexShares, a crowdfunding platform that enables individuals to invest in litigation, has launched a new online marketplace that enables people to invest in commercial lawsuits and get a portion of the proceeds of cases that are won.
New York-based LexShares was started by Jay Greenberg, formerly a technology investment banker at Deutsche Bank, and Max Volsky, founder of litigation finance fund LexStone Capital.
LexShares recently closed a seed round from Atlas Venture, led by Chris Lynch, and several angel investors. It declined to disclose the size of the funding.
The company allows plaintiffs to apply to list on its platform. The legal claims are reviewed and then offered through WealthForge LLC, a registered broker-dealer. Accredited investors, those who meet the wealth criteria specified by the Securities and Exchange Commission, can then fund a portion of the claim. If the plaintiff wins, the investor gets a portion of the proceeds. In losing cases, the investor gets nothing.
According to American Legal Finance Association, the legal funding industry began around 1997 when personal injury claims were funded by small companies. The industry has grown. The association, for example, which focuses on injury claims funding, says it has 31 members, up from nine in 2004.
Source: Wall Street Journal

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Link to This Resource: Online Marketplace Launch

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Apple Stocks

AAPL is Still the Most Popular Stocks between Hedge Funds

More than one out of 5 hedge funds are invested in Apple Inc.’s stocks, following to a recent report by Insider Monkey, a finance website that provides free hedge fund and insider trading data,.
At the moment there are many metrics stock traders use to value publicly traded companies. Some of the most under-the-radar metrics are hedge fund and insider trading sentiment. Hedge fund experts at Insider Monkey have shown that, historically, those who follow the best picks of the best investment managers can outperform the market by a significant amount.
With all of this in mind, let’s analyze the recent action encompassing Apple Inc. (NASDAQ:AAPL).
Heading into Q4, a total of 153 of the hedge funds tracked by Insider Monkey were long in this stock, a change of 1% from one quarter earlier. With hedge funds’ capital changing hands, there exists a few key hedge fund managers who were upping their holdings meaningfully.
According to hedge fund intelligence website Insider Monkey, Carl Icahn’s Icahn Capital had the number one position in Apple Inc. (NASDAQ:AAPL), worth close to $5.3157 billion, amounting to 15.8% of its total 13F portfolio. The second largest stake is held by D E Shaw, led by D. E. Shaw, holding a $1.1743 billion position; 1.5% of its 13F portfolio is allocated to the stock. Some other members of the smart money that are bullish contain Ken Fisher’s Fisher Asset Management, Philippe Laffont’s Coatue Management and David Einhorn’s Greenlight Capital.
Source: Tech Insider

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Tags: Hedge Fund of Funds Business, Hedge Fund, Hedge Funds, Fund of Hedge Funds, Hedge Fund of Funds, Hedge Fund Industry, Hedge Fund Group, Hedge Fund Market, Hedge Fund Investments, Hedge Fund Advisory Firm, Hedge Fund Returns, AAPL, Apple Inc., Insider Monkey, Carl Icahn, Icahn Capital, D. E. Shaw, Ken Fisher, Fisher Asset Management, Philippe Laffont, Coatue Management, David Einhorn, Greenlight Capital.

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Europe-Focused Hedge Fund

Oceanwood Capital Management Closes Its Fund to New Investors

Following to sources with direct knowledge, Oceanwood Capital Management, a Europe-focused hedge fund, has closed its fund to new investors after its assets under management hit $2 billion.
Oceanwood, a multi-strategy hedge fund spinout from Tudor Group, started the year at $1.28 billion and raised money this year from clients including a $50 million investment from School Employees Retirement System of Ohio (SERS).
"We plan to take some time to digest the recent growth, as well as ensure that we have the appropriate level of infrastructure and resources in all areas of the organisation," the source said, citing a letter to investors sent by Oceanwood.
Hedge funds often close doors to investors for fear that taking on more assets would harm returns.
Oceanwood Opportunities Fund, led by Chief Investment Officer Christopher Gate, a former Goldman Sachs executive, returned 1.34 percent through September this year after gaining 22 percent in 2013 and 25 percent in 2012.
Source: Reuters

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Tags: Hedge Fund of Funds Business, Hedge Fund, Hedge Funds, Fund of Hedge Funds, Hedge Fund of Funds, Hedge Fund Industry, Hedge Fund Group, Hedge Fund Market, Hedge Fund Investments, Hedge Fund Advisory Firm, Hedge Fund Returns, Oceanwood Capital Management, Europe, European Hedge Fund, Tudor Group, School Employees Retirement System of Ohio, SERS, Christopher Gate, Goldman Sachs.

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Wealthy American Hedge Funds

Wealthy US Hedge Funds are Funding the Sale of Quinn

The sale of the remnants of the Quinn has been funded by wealthy American hedge funds Brigade Capital, Silver Point and Contrarian, according to the Sunday Independent.
The three hedge funds are financing the purchase of most of the assets of Aventas, formerly known as Quinn Group, by a group of local businessmen from the Cavan/Fermanagh region.
The businessmen operate as the Quinn Business Retention Group; their members include Fine Gael councillor John McCartin.
The assets in question include cement factories, quarries, tarmac, roof tile and insulation businesses, and a packaging division. Around 700 people are employed in these businesses.
The hedge funds have provided in the region of €90m for the deal, which will mostly go to the 43 bondholders who Quinn owed money to when it collapsed. Brigade Capital, Silver Point and Contrarian were among those ranks, so in effect, the deal will reduce the number of bondholders involved in the business from 43 to three.
Source: Irish Independent

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http://richard-wilson.blogspot.com/2014/11/wealthy-american-hedge-funds.html

100 Women in Hedge Funds

100 Women in Hedge Funds Banks $1.93M for the Benefit of CPIRF

The amount of $1.93 million has been raised by a leading global non-profit organization for alternative investment management investors and professionals 100 Women in Hedge Funds for the benefit of Cerebral Palsy International Research Foundation (CPIRF) and its initiatives.
This past September 100WHF members and colleagues participated in the Step Up for CPIRF campaign to take 10,000 steps each day and collected donations to support their efforts to help women with disabilities. CPIRF's Transforming Healthcare for Women with Disabilities initiative aims to bring about change in the delivery of basic medical services to women with physical disabilities, including brain injuries and other neurological disabilities. CPIRF will work with prestigious medical center partners in Boston, Chicago, Dallas, Los Angeles, New York and San Francisco to develop and deliver improved healthcare impacting 600 women during the program's first year.
At last night's Gala, 100WHF presented its 2014 North American Industry Leadership Award to Jane Buchan, co-founder and Chief Executive Officer of Pacific Alternative Asset Management Company (PAAMCO), for her dedication to the alternatives industry. 100WHF also honored Paul A. Volcker, Chairman Emeritus of CPIRF, at the event for his passionate, long-time support of CPIRF.
Source: Opalesque

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Link to This Resource: 100 Women in Hedge Funds

http://richard-wilson.blogspot.com/2014/11/100-women-in-hedge-funds.html

Spanish Family Office

Alicia Koplowitz’s Family Office Sets up New Hedge Fund in Spain

A new hedge fund in Spain that will invest in three to 10 hedge funds has been registered by the asset manager of billionaire Alicia Koplowitz’s family office entitled Omega Gestion de Inversiones SGIIC.
Scent Inversion Libre will select hedge funds with equity strategies, with track records longer than 10 years, and in which its managers have personally invested, a spokesman from Omega Gestion said by telephone
The goal is to achieve annual returns of 9 percent to 12 percent, according to the regulatory filing of the new hedge fund. The annual management commission is 1 percent.
Omega Gestion manages hedge funds and absolute-return products registered in Spain and Ireland with more than 1 billion euros ($1.3 billion) in assets. It belongs to Koplowitz, one of Spain richest women and former co-chairman of builder Fomento de Construcciones y Contratas SA.
Source: FINalternatives

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Tags: Hedge Fund of Funds Business, Hedge Fund, Hedge Funds, Fund of Hedge Funds, Hedge Fund of Funds, Hedge Fund Industry, Hedge Fund Group, Hedge Fund Market, Hedge Fund Investments, Hedge Fund Advisory Firm, Hedge Fund Returns, Alicia Koplowitz, Family Offices, Spain, Spanish Hedge Fund, Omega Gestion de Inversiones SGIIC, Scent Inversion Libre, Fomento de Construcciones y Contratas SA.

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http://richard-wilson.blogspot.com/2014/11/spanish-family-office.html

Hedge Fund Buys Prezzo

American Hedge Fund Elliott Buys Stake in Prezzo

Elliott Management, an activist hedge fund, continues to grow its business with the acquisition of 3.1 percent stake in Prezzo, a chain of Italian restaurants in the United Kingdom, which is being bought by private equity firm TPG.
The activist fund on Friday disclosed that it had built a near 3.1pc interest in Prezzo via contracts for difference. The position was taken on Thursday, the same day that Prezzo agreed to be acquired in a deal that some think undervalues the company.
The price of the contracts is 124p and, given TPG has offered 126½p a share for Prezzo, Elliott may simply be taking advantage of the spread, one observer said, adding that it is unlikely, but, possible that the fund has other intentions.
TPG has the support of 62pc of shareholders and so needs to persuade another 13pc of investors to agree the acquisition. Prezzo shares were unchanged at 124¼p. An Elliott spokesman declined to comment.
More broadly, the benchmark FTSE 100 closed up 16.09 points to 6,567.24. The index ran as high as 6,608 during the session but lost ground after traders picked up on reports that Russian tanks had crossed the into eastern Ukraine.
Source: The Telegraph

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Stock Funds

Global Investors Inject $17.5B into Stock Funds

Following to data from a Bank of America Merrill Lynch Global Research, in the week ended November 5, global investors injected the amount of $17.5 billion into stock funds after $20 billion the previous week, marking these funds' biggest two weeks of inflows since October 2013.
U.S.-focused stock funds worldwide posted inflows of $15.3 billion in the latest week, all via exchange-traded funds, according to the report, which also cited data from fund-tracker EPFR Global.
Scott Anderson, chief economist at Bank of the West, said institutional money including the hedge funds are heavy users of ETFs. "Global central bank's are essentially giving the hedge funds the green light to extend their long positions."
BofA said the U.S. accounted for the lion's share of equity inflows with Japan, Europe, China funds all recording modest redemptions despite recent moves by the Bank of Japan and prospective easing in Europe and China.
On Oct. 31, the Bank of Japan shocked global financial markets by expanding its massive stimulus spending in a stark admission that economic growth and inflation have not picked up as much as expected after a sales tax hike in April.
Source: Reuters

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Northwest Fund of Hedge Funds Expansion

Northwest Fund of Hedge Funds Expands with Dan Watson Appointment

Industry veteran Dan Watson has been appointed by a Northwest-based fund of hedge funds Irvington Capital, LLC as its new partner, chief financial officer and chief operating officer.
Watson brings more than 15 years of financial operations experience to Irvington Capital. Watson was most recently chief financial officer and chief operating officer of Common Sense Investment Management, an SEC registered fund of funds.
Prior to this, he worked at Deloitte & Touche as a tax professional from 1999 to 2006. Watson received his bachelor's degree in business administration and accounting from the University of Portland, where he graduated valedictorian from the Pamplin School of Business.
Irvington Capital also promoted director of research Paul Carlin to partner. Carlin joined the company in 2011 as portfolio manager for the IronGate Global Alpha Fund.
Before joining the firm, Carlin worked for a private family office where he oversaw its equity portfolios. Earlier, he served as an analyst at Lawndale Capital Management, a long/short equity fund and worked for Lehman Brothers as an equity research analyst.
Source: The Oregonian - OregonLive.com

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Fannie, Freddie Stocks Value

Fannie, Freddie Stocks are Worth $40 to $50 Said Bill Ackman

Shares of U.S. mortgage companies Fannie Mae and Freddie Mac might value $40 to $50 just over a month after a U.S. court ruling sent the securities tumbling, according to William Ackman, an American hedge fund manager, and the founder and CEO of Pershing Square Capital Management LP.
Ackman, whose firm oversees $18 billion and is the largest holder of the stocks behind the U.S. government, made the comments at the Invest for Kids Conference in Chicago today.
The New York-based investment firm is wagering that Congress or the courts will restore value to the securities after Fannie Mae and Freddie Mac were seized by regulators in September 2008. Shares in both companies have rallied since last year after Pershing and other hedge funds bought the securities, reaching a value of more than $5 in March. They then slumped after a federal judge threw out a lawsuit on Sept. 30 that would have forced the government to share the companies’ profits with shareholders.
Fannie Mae’s common stock has dropped 17 percent since the end of September to $2.24. Freddie Mac shares are trading at $2.18.
Pershing’s biggest hedge fund gained 0.7 percent in October and 33 percent this year, according to a monthly report.
Source: Bloomberg

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Indian Hedge Funds Positive Revenues

Positive Returns Posted by India-Focused Hedge Funds

The article below is an overview about positive returns ported by India-focused hedge funds, which continued to deliver market-beating revenues.
While the BSE benchmark Sensex index mustered a 2.7 per cent gain last month, Indian hedge funds offered a superior 3.5 per cent return in October, according to the latest data from Eurekahedge, an alternative investment fund data provider.
Year-to-date, too, hedge fund returns trumped the Sensex’s performance. According to the data, Indian hedge fund returns in the January-October period stood at 36.4 per cent, even higher than the sterling 29.2 per cent rise in the Sensex during the 10-month period. This marks a significant comeback for Indian funds from a dismal 2013, when they posted losses of 8.5 per cent.
Source: Hindu Business Line

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AXA IM's US Expansion

Stephen Sexeny Joins AXA as Head of US Client Group

Stephen Sexeny has been appointed by AXA Investment Managers, a multi-expert asset management company within the AXA Group, a global leader in financial protection and wealth management, as Head of US Client Group, effective November 3, 2014.
Stephen joins from New York Life, where he served in senior sales roles since 2006, including most recently as Head of Business Development and Investor Relations at New York Life’s Cornerstone Capital Management unit.
In this newly-created role, Stephen will be responsible for leading AXA IM’s distribution efforts in the US and will work with institutions, plan sponsors and consultants to offer investment solutions drawing on all of AXA IM’s areas of investment expertise. Stephen will be based in Greenwich, Connecticut, and will report to Xavier Thomin, Head of Americas AXA IM.
“Stephen’s considerable experience and his trusted relationships in the US market, coupled with AXA IM’s global capabilities, will be pivotal as we continue to expand our footprint in this important region,” said Xavier Thomin, Head of Americas AXA IM. “The appointment of Stephen underlines our determination to continue building on the back of our successes so far this year.”
Source: DigitalJournal

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V2 Capital Introduces Hedged Equity Fund

The Launch of V2 Hedged Equity Fund

V2 Hedged Equity Fund, an open-ended single manager mutual fund utilizing the V2 Hedged Equity Strategy, has been launched by an SEC-registered investment advisor V2 Capital.
The Fund began trading on October 31, 2014 with assets previously invested in V2’s Hedged Equity Strategy Limited Partnership Structure. The launch of the V2 Hedged Equity Fund with $240 million in assets makes it the largest hedged equity mutual fund launch of the year.
Victor Viner, Founder and Chief Investment Officer of V2 Capital said, “As hedge funds and mutual funds continue to converge, we are excited to be at the forefront of this trend. However, unlike many hedge fund managers that have launched modified versions of their core strategy in a liquid alternative, we are able to offer the identical strategy we have been managing for the past four years because of what and how we trade. Our new ’40 Act fund will implement the same strategy we previously offered in an LP structure, and separately managed accounts, but now our mutual fund investors will benefit from daily liquidity, increased transparency, lower investment minimums, and more regulatory oversight.”
Source: MarketWatch

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Christophe Gioffredo Joins UBS

Former Barclays Forex Salesman Christophe Gioffredo Lands in UBS

Ex-Barclays foreign-exchange salesman Christophe Gioffredo has been appointed by a Swiss global financial services company UBS AG to bolster its hedge-fund sales business.
Christophe Gioffredo will focus on currencies at his new post. He is based in London and reports to head of U.K. currency distribution Michael Bichan.
Gioffredo was laid off by Barclays in June after a decade at the bank. Prior to joining Barclays, he spent three years at Goldman Sachs’ forex desk.
Source: FINalternatives

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European Mutual Fund of Hedge Funds

American Franklin Templeton Introduces European Mutual Fund of Hedge Funds

An American holding company Franklin Templeton Investments, revealed the launch of a European version of its mutual fund of hedge funds.
The Franklin K2 Alternative Strategies SICAV offers European investors access to its multi-manager alternatives fund for the first time. The firm, which bought fund of hedge funds K2 Advisors in 2012, launched the U.S. version of the fund last year.
The SICAV version will be managed by Rob Christian, Brooks Ritchey and David Saunders.
“For investors looking to complement their fixed-income and equity holdings through a diversified, multi-manager, multi-strategy approach with lower correlations to traditional asset classes, we believe this fund can be an important tool in their arsenal,” Christian said.
Source: FINalternatives

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The Inefficiency of Hedge Funds & Finance


LectureThe area of high-finance is horribly inefficient, but that is good news for those who can correct that inefficiency because there is value in doing so.  We got our start by providing 1,000+ articles and videos on the family office industry, speaking at 100+ events in 23 countries and building a large family office community in the process.

Our mission at the Wilson Holding Company is to correct the inefficiency which is rampant across high-finance, the areas of investment banking, mergers & acquisitions, private equity, family offices, and hedge funds operate and sometimes feed upon the lack of transparency, consistency, and ease of communication which is a global challenge.  While some crowd funding and accredited investor aggregation platforms are helping cure 1% of the problem it is still everywhere.  Consider the following:

  1. Why do hedge fund managers need to hire placement agents and third party marketers, even when they have $1B, enough capital under management to afford building their own teams? Because many investors don't make public what they are looking to invest in right now, don't or can't speak publicly about their investments, or rely upon a single database for their fund manager searches.  To show how non-transparent our industry is, I actually met someone who hire third party marketers for hedge fund managers...so in this case the hedge fund manager not only doesn't know what investors to go to so they have to turn to a third party marketer, but now has found the third party marketing world so opaque that they hire someone else to find the third party marketer.  When I first I heard this I immediately though "this type of professional shouldn't exist" but they so and they make a living performing this function because the market demands it.
  2. Why do conferences like our division which offers such exist? To connect peers who may have been working down the street from each other but besides a LinkedIn Group which can be filled with 100,000+ other professionals it is hard to figure out who is real, who is closing actual deals, raising capital, and is credible enough to invest time in getting to know.
  3. How is it that our small team has been able to make any progress in the field of family offices, starting with no capital and just by providing education?  Why were we able to make Endowments.com the #1 most visited website on endowment funds in the first week of acquiring it? The truth is that education in our industry is risky to provide, it could be construed as a compliance risk, as investment advice, and a regulator may fine or suspend your licenses if you make one wrong step in giving away the wrong type of advice publicly that appears to be a solicitation or lacks a needed disclosure.  In a way by providing education consistently we are picking up pennies in front of a regulatory steamroller, you hope you never get tripped up....and that is why the approach is not taken by many.
  4. Finally, why do family offices hire us to find them deal flow, to find companies to invest in.  Mostly because investment bankers, M&A brokers, and private business owners don't have relationships with family offices, many times they don't even know they exist. To make it more challenging many single family offices don't have websites, don't want to be "known" yet at the same time are frustrated by lack of deal flow. 
These are just three of over a dozen examples on the tip of my tongue on how in-efficient high-finance is today and how much work is to be done providing base level education and training, insights on what is going on day to day via blog posts and videos, connecting like-minded peers through conferences, and investor databases, and finally getting deals done and capital raised through connecting parties who both benefit by being introduced to each other.  This summarizing our work in high-finance, why we see endless possibilities for how we at Wilson Holding Company can contribute and how we hope to be of value to you and your firm over the next 20 years.

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Tags: hedge fund inefficiency, hedge fund industry, hedge fund industry changes, hedge fund industry trends.

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Private Equity Hedge Funds

Private Equity and Hedge Funds to Attract more Investments from Germany’s biggest public pension fund

Private equity and hedge funds are attracting more investments from Germany’s biggest public pension fund, which plans reduce its bond holdings as low interest rates curb returns.
“We started committing the first funds to private equity in 2007 and we are now beginning to reap the first rewards,” said Andre Heimrich, chief investment officer of Bayerische Versorgungskammer, in an interview in Munich. “There is still room for expansion and we could imagine doubling our share of private-equity investments.” BVK currently has about 4 percent of its assets committed to buyout funds.
BVK, which had 60.5 billion euros ($76.5 billion) in assets at the end of August, manages 12 pension plans overseeing compulsory retirement funds for doctors, architects, lawyers, Bavarian lawmakers and chimney sweeps. The company, part of the state of Bavaria’s interior ministry, is also seeking more investments in infrastructure, hedge funds and real estate.
“The current low interest rate environment will persist for some time,” said Heimrich, who took over as CIO from Daniel Just, now BVK’s chief executive officer, in February 2013. “In Germany, we even might not have reached rock bottom yet.”
Source: Bloomberg

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Hedge Fund’s Next-Generation

Hedge Fund’s Next-Generation wants what Warren Buffett has

Hedge fund’s next-generation of name-brand investors wants what an American business magnate, investor and philanthropist Warren Buffett has.
Buffett, of course, has plenty for an ambitious investing titan to envy. There’s the $63 billion net worth, a first look at most every attractive acquisition opportunity, and the ability to generate awe and adulation with even mundane utterances about the economy and business. He’s a ruthless financial assassin and corny, unthreatening business Grandpa at once.
Today we’re hearing about how Buffett is deploying all the goodwill and high regard he has accumulated by rebranding more of his ventures with the Berkshire Hathaway Inc. (BRK-A, BRK-B) name. Expect to see it on foreign real estate agencies, domestic utilities and car dealerships.
But the particular thing that Buffett enjoys that hedge fund managers like Bill Ackman seem to covet is not Buffett’s brand. It’s a trove of “permanent capital” that can be wielded any which way without concern that fickle investing clients will yank it away.
Source: Yahoo! Finance

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