5 Unique Hedge Fund Marketing Tactics (2 of 5)

Marketing Tactics

5 Unique Hedge Fund Marketing Tactics (2 of 5)


This is part 2 of 5 within a series on unique hedge fund marketing tactics that managers should investigate further while working to raise capital for their funds. Before taking any of these actions please consult with your compliance and legal counsel for confirmation that you are able to use these methods to market your specific fund.

Educational Marketing - One of the most effective ways you can market your hedge fund is by being 4x more educational and easy to understand than your competition. I wrote here in my blog last year that a recent survey showed that over 78% of institutional investors will not invest in something which they cannot understand, I would imagine that for HNW investors this figure is even higher.

While some managers purposely position their fund to appear "black box" and top secret you could market your fund as being more open, transparent and simple in how you approach explaining your investment process. This does not meant that you ignore advanced methods or models of trading and managing portfolios, but it would require more of a 10,000 foot view and explanation of your investment process instead of the 500 foot views that I often see. The trick in doing this right is balancing providing enough detail and real meat that an institutional investor or consultant will gain some granularity while you don't completely overwhelming HNW investors or wealth managers who may be less versed in common hedge fund strategies of portfolio management techniques.

Here is a list of 4 additional ways you may market your hedge fund in a more educational or simple way:
  1. PowerPoint - Dedicate 20% of your PowerPoint presentation to educational content. Asterisk all industry terms and note that definitions are provided within the back of the presentation. Explain your investment process so that anyone could understand, at least on a high level how your fund operates. Start with your team, high level investment process and how that all comes together before digging into trading examples or risk management tools.
  2. Folder - Many managers use a folder of marketing materials while meeting with clients. This often includes a one pager, PowerPoint presentation, and a recent quarterly market outlook newsletter written by the PM. It is wise to always include some additional reading within the folder as well. Provide 2-3 white papers written by experts outside of your firm that speak to the trends related to the assets your firm invests in or strategy your firm employs.
  3. Speaking & Writing - This also came up within the last post in this series on public relations but I would highly recommend writing and speaking every week to help build a presence, brand and network within the industry. Speaking at wealth management conferences and HNW related events can be highly effective.
  4. Wealth Management & Financial Planners - One of the most ignored sources of capital for hedge fund managers are small to medium sized wealth management firms and financial planning groups that serve HNW professionals from time to time but don't manage $1B+ in total assets. Many of these groups work as part of a broker-dealer network or RIA and they may only meet in person with 5-10 hedge funds in any on year vs. larger institutions which may meet with several each week. These relationships take a long time to build into effective sources of capital but I have found that if you approach them in a more educational fashion than your institutional leads they can pay off as very sticky long-term accounts.
This was Part 2 of our 5 Part series called "Unique Hedge Fund Marketing Techniques". To view part 1 of this series on public relations for hedge funds please click here.


Also check out our Hedge Fund Marketing & Sales Guide.

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Alternative Investment Diversification Strategies

Hedge Fund Event

Alternative Investment Diversification

On April 30th, 2009 at 6PM EST The Alliance of Alternative Asset Professionals (TAAAPs) is hosting a networking and educational hedge fund event in New York City. This educational event will focus on diversifying an alternative investment portfolio through the inclusion of various products. Investments in areas such as infrastructure, carbon credits, life settlements, wine and others can serve to have a great affect on investment portfolios and on the industries they touch.

Please click on the image below for more details or complete the RSVP form below to attend. The location of this event has changed, please see below for updated details.





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Hedge Funds Caused the Depression

Hedge Funds Caused the Depression


Here is a short video on the current state of the hedge fund industry. This wealth management professional blames hedge funds for the volatility seen in the markets these past few months. He also believes that since hedge funds lost most of their assets the market is starting to recover. I believe this assessment is 95% false and mistakes correlation for causation... but it is interesting to hear the views of others. If you are viewing this article via our daily hedge fund newsletter please click here to watch the embedded video below.



View over 100 videos on hedge funds within our Hedge Fund Video Library.

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Hedge Fund Spinouts & Bank Updates

Hedge Fund Spinouts & Bank Updates

Below is a short video on a possible hedge fund spin out and other recent changes with major banks and hedge funds. If you are viewing this article through our daily Hedge Fund Email Newsletter please click here to see the embedded video below.



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5 Unique Hedge Fund Marketing Tactics (1 of 5)

Marketing Tactics

Unique Fund Marketing Tactics (1/5)


This is part 1 of a 5 part series on unique hedge fund marketing tactics that managers should investigate further while attempting to raise capital for their funds, please click here for part 2 of this series. Before taking any of these actions please consult with your compliance and legal counsel for confirmation that you are able to use these methods to market your specific fund.

Public Relations Management - Public relations has to be one of the most ignored marketing tools of hedge fund managers today. I have worked with over three dozen hedge funds on their marketing plans and capital raising efforts. So far, the most intense public relations effort I have seen set forth was a single press release over a four year period. This is not to say that any hedge fund that is not publishing at least 4 press releases per year is doing something wrong. However, many could benefit by simply making themselves more available to the press.

The media is hungry for real time opinions of hedge fund managers, traders and marketers. They need comments on current market conditions, trends in hiring and firing of traders and portfolio managers and what prospects lay ahead for the industry as a whole.

Many hedge fund managers shy away from contributing to stories in the press. I would strongly encourage you to speak with your legal counsel and see if they would approve of your discussions with the media if you stick to industry trends, general market trends and long-term movements you are seeing within the industry.

Top 4 Tips for Taking Advantage of Public Relations for your Hedge Fund:
  1. Speak to your legal counsel to check on exactly what you can say or not say to the press.
  2. Develop a list of 10-15 targeted publications which you would like to appear in. Identify the editor of financial columns within that publication or news source and introduce yourself to them as a resource.
  3. Speak at public events, conferences, networking events and other places in the industry where you will be heard not only by others in the industry but probably a few members of the press as well.
  4. Consider writing a book on your insights and experience. Many professionals in the hedge fund industry are often interviewed on TV after they have published a book on a specific topic in the hedge fund industry, such as regulation or quantitative trading. Yes, writing a book sounds extreme to many who are already working 50 hours a week but that is also why it would be so effective to consider doing so. Those with the time and skills to write well are often not the same with those who have the experience and insight to write something unique and valuable.
I am not an expert in public relations but if you need some names or online resources feel free to shoot me an email. Please stay tuned for additional posts within this hedge fund marketing series.

To read Part 2 of this series on "Unique Hedge Fund Marketing Tactics" please click here.


Also check out our Hedge Fund Marketing & Sales Guide.

Related to Unique Hedge Fund Marketing Tactics

  1. Hedge Fund Marketing Tools
  2. Marketing to Institutional Investors
  3. Hedge Fund Pitch Book Marketing Materials
  4. Hedge Fund Business Plan Plans For Growth
  5. Combatting a Battered Image of Hedge Funds
  6. Hedge Fund Public Relations
  7. Hedge Fund Marketing Licensing Requirements
  8. Hedge Fund Seed Capital
  9. Marketing Hedge Funds to Financial Advisors
  10. Hedge Fund Media Exposure
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Connecticut Hedge Fund Bill Revision

Connecticut Hedge Fund Bill Revision


Connecticut Hedge Fund Bill RevisionHere is a recent news article about the revision of a hedge fund bill in Connecticut. The bill states logical reasons for why the state backed down from regulating hedge funds more heavily but I believe it was because the state realized that these funds have been one of the bright spots for the state over the past 10 years.

State lawmakers have largely backed off efforts to tighten oversight over the hedge fund industry, which has come under intense scrutiny as a result of the financial crisis.

By a 15-1 vote, members of the banks committee recently passed a bill that would require investment advisers to Connecticut hedge funds to disclose potential conflicts of interest that could impair their “duties and responsibilities.”

That requirement is much less intrusive than the committee’s original proposals, which would have required hedge funds to conduct an annual independent financial audit, disclose fees and significant changes in management and management strategy, and provide detailed portfolio information to in-state pension funds.

The policy shift comes after some argued that hedge fund oversight should come from the federal government rather than the state, and that such legislation would make Connecticut too unfriendly to the industry, which brings in tens of millions of dollars each year to the state’s coffers. source
For more information on hedge fund compliance and regulations please see our: Hedge Fund Regulation Corner.

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SEC Investigations and Probes of Hedge Funds

SEC Investigations

SEC Investigations and Probes


SEC Investigations and Probes of Hedge FundsUnfortunately it appears as if the SEC has found enough evidence and felt enough political pressure to launch over 150 investigations and 50 additional probes into areas related to hedge funds. If it helps clean out the bad lemons that is great, but many times any type of non-traditional fund is now labeled a hedge fund and the black marks quickly add up in the mainstream media and in the eyes of the public in general. Here is an excerpt on an article on this topic:

U.S. securities regulators have about 150 active hedge fund investigations and more than 50 probes involving credit default swaps and other derivatives, Securities and Exchange Commission Chairman Mary Schapiro said on Monday.

The SEC also has about two dozen active municipal securities investigations, possibly involving arbitrage-driven fraud, public corruption and price transparency, Schapiro told a conference of business journalists in Denver.

Schapiro, who has made enforcement one of her top priorities since taking the helm late in January, said the hedge fund investigations include possible Ponzi schemes, where early investors are paid with money from newer investors, misappropriations and performance smoothing. source
For more information on the SEC, regulations and compliance please see the Hedge Fund Regulation Corner | Compliance & Law Notes.

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Net Asset Inflows for Hedge Funds

Net Asset Inflows for Hedge Funds


Happy to see several articles coming out this week either claiming current net inflows of assets or predicting that scenario for 2009 as a year. Here is a quote from one such article:

"Now that we are nearly at the bottom of the current crisis and beginning to see increasing reports of optimistic financial news, redemptions are slowing. Our three funds have already starting to see new inflows," John J Papesh from Pharos Financial Group, told Emirates Business, adding: "Though it may be tough to predict with precision the global trend, we may expect by the last quarter of this year that inflows outnumber redemptions." source


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Hedge Fund Business Plan | Plans For Growth

Business Plans

Hedge Fund Business Plan Tips


Hedge Fund Business Plan  Plans Most hedge fund startups I speak with want referrals to respected service providers or advice on attracting seed capital. Almost none have a business plan for their hedge fund and only a few have PowerPoint presentations explaining their investment strategy. If you are a fund manager in this position that doesn’t mean you have done anything wrong but you may consider writing both a hedge fund business plan and comprehensive 15-25 page PowerPoint presentation now to make it easier to work with service providers, third party marketers, institutional consultants, and potential investors.

Parts of your hedge fund business plan should include:

  • Management - What team members are required to run the fund effectively? What is the chain of command, how are decisions made and what happens if 2-3 professionals disappeared tomorrow? Who would take over responsibilities and what would happen to your investors funds? The importance of a well constructed and managed team can not be overstated.
  • Investment Process & Risk Management - Managing risk is what running a hedge fund is all about. Meet with your prime brokerage firm’s risk advisory division, speak with your traders and portfolio managers, and network with other managers to pick up some best practices within this space. At the end of the day your risk management approach, investment process and team must be molded into one cohesive group all pointed in the right direction. There is no magic bullet to raising assets or gaining seed capital but getting this combination right is the most important thing you can focus on.
  • Service Providers: Who are you going to use as your prime brokerage firm, fund administrator, auditor or third party marketer? How will this evolve as your fund passes the $100M and $300M marks? Will you use multi-prime brokerage services? Capital introduction teams? Multiple third party marketers? Your choice of firms within this space can affect the levels of assets you manage, the quality of advice you receive and the reputation of your firm as a whole. Our advice would be to meet and interview at least 3 service providers of each type in person or over several phone calls and go with one that is well experienced yet no so large that your sub $1B account is an annoyance to them.
  • Infrastructure & Technology: Meet with other local hedge fund managers, your trader, your prime brokerage firm and other service providers to nail down exactly what you will need in terms of reporting, processing and functioning as not only as a hedge fund, but a small business. When you start a hedge fund you become an entrepreneur and you have to face all of the challenges that accompany that distinction in addition those challenges found in managing your portfolio. Many funds under-estimate the costs of some of the technology needed to operate as they grow beyond more simple $1-$5M fund operations.
  • Marketing: Nothing is traded or managed until the dollars come in. Anyone who joins your firm or board will want to know how you plan to grow your business. What channels of investors will you approach? Institutional investors including fund of hedge funds, consultants, large family offices and pension funds or smaller family offices, wealth management firms, HNW individuals, and accredited investor clubs? Here is a hint, in our asset raising experience the later should be 80% of your focus if you are managing less than $100M. What resources do you or should you have in place to meet these goals? Third party marketers? Databases of investors? An in-house marketing specialist? How much does this cost and when should these resources be put in place?

We will be expanding our thoughts here on what should be included in a Hedge Fund Business Plan. We will also be providing an example business plan eventually that will provide you with a template to use for your own hedge fund startup work.

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Hedge Funds are Dead - End of an Industry

Hedge Fund Growth Insights

I went out to a Moroccan restaurant last night with a few investors and business professionals. The general sentiment on their side of the table was that "hedge funds are dead." I disagreed, the number of fund startups, the need for more skilled asset management and the regulation of banks who traditionally held prop desks all point in favor of the hedge fund industry.

Embedded below is a recent video on the current hedge fund industry. The videos view of the industry is line with my own - I believe that the opportunities within the industry are greater than ever before. Assets are at low levels and many investors have very significant allocations waiting for the right managers and timing to allocate those funds. A recent survey showed that many institutional investors are wanting to soon re-allocate back into the hedge fund industry.

The video also confirms that the myth of pension funds and endowments moving away from hedge funds is false. Many endowments and foundations are not only going back to hedge funds, but they are looking to increase allocations. If you are one of the 5,000+ professionals viewing this article through our daily Hedge Fund Newsletter please click here to view the embedded video below.



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Hedge Fund & Investor Products

Birthday Discounts


Many of you already know that my background is in capital raising and third party marketing but starting in 2008 I began working full time on my networking associations, consulting, and websites. I now make my living by providing a lot of free information and articles on hedge funds, family offices, prime brokerage and private equity.


A few of the ways by which I make my living is through the online products and services seen below. Today (4.22.09) is my birthday and if you register or email us about starting to use one of these services or tools over the next 48 hours we will provide you with a 20% discount off the regular price. While signing up mention the birthday discount before 5PM EST on April 24th, 2009.


  • Advertising - Our websites currently receive over 350,000 pageviews of traffic each month. We host 33 advertisers within these websites, mostly through our service provider directory listings. For an example of a listing please click here. We have 5 niche websites which host these directory listings, they cost $47/month - $397/month depending on the category. Email Richard@hedgefundgroup.org to setup a listing for your firm.

  • Family Office Directory - The Family Offices Group is a 5,000 person strong networking association of HNW family office wealth management related professionals. Our networking group now offers an Excel-based database of over 500 family office contacts through this website: http://familyofficesdatabase.com/.

  • Recruiter Profiles - We are now building profiles of recruiters on our website and also on HedgeFundRecruiting.com. Registering for a profile also grants you publishing rights to HedgeFundsCareer.com. These cost $47/month, email Richard@hedgefundgroup.org to set one up this week.

  • Job Listings - Looking to hire a hedge fund or alternative investment professional? HedgeFundBlogger.com helps fill dozens of open hedge fund positions each year here. Register for a listing using this page and then email us for the instant 20% refund off this price.

  • Professional Bios - We also host bios of hedge fund professionals on our website, these describe your experience and the position you are looking for. These cost $19/month and are hosted on both HedgeFundBlogger.com and HedgeFundRecruiting.com. To set one up email Richard@hedgefundgroup.org.

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Alpha Magazine Top 100 Hedge Funds 2009

Alpha Magazine Top 100 Hedge Funds


Alpha Magazine Top 100 Hedge Funds 2009Alpha magazine just came out with their annual list of the top 100 hedge funds. Below please find the top 10 listed by total assets under management:

  1. Bridgewater Associates
  2. JP Morgan Asset Management
  3. Paulson & CO.
  4. Brevan Howard Asset Management
  5. Man Investments
  6. Och-Ziff Capital Management Group
  7. Soros Fund Management
  8. Goldman Sachs Asset Management
  9. Farallon Capital Management
  10. Renaissance Technologies Group

For more information on these funds please click on their names above, otherwise you may browse profiles of over 1,000 hedge fund managers within our Hedge Fund Tracker Tool.

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Australian Hedge Fund Manager Performance

Australian Hedge Fund Performance


Australian Hedge Fund Manager PerformanceHere is a short article excerpt about how hedge funds have recently outperformed in Australia:

Australian hedge funds returned an average 2.1 percent in March, beating the 1.3 percent profit of their global peers.

The Australian Fund Monitors Index, which tracks the performance of more than 200 hedge funds managed from within the country, rebounded from a 1.6 percent drop in February, according to a report by Australian Fund Monitors based on 42 percent of the funds reporting. The S&P/ASX 200 Index jumped 7.1 percent in March while the MSCI World Index advanced 7.2 percent.

“It’s inevitable that in a really strong up market you lose some of your upside because your short positions cost you money,” said Chris Gosselin, chief executive officer of the Sydney-based industry researcher. “Hedge funds tend to produce a smoother return pattern.” source

View many dozens of additional resources on Hedge Funds in Australia.

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Hedge Fund Tracker Updates & Links

Hedge Fund Tracker Updates


Our team has recently updated the Hedge Fund Tracker Note Profiles with additional news stories:

View over 1,000 additional hedge fund profiles within our Hedge Fund Tracker Tool.



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Fleming Family & Partners | Hedge Fund Tracker Notes

Fleming Partners

Fleming Family & Partners Notes

Below please find the Hedge Fund Tracker profile for Fleming Partners.

Resource #1: (4.22.09) Fleming Family & Partners is to launch its in-house fund range to a wider audience, beginning with the FCM European Total Return and European Opportunities funds.

The company’s Fleming Capital Management funds subsidiary has signed a deal with capital raising and fund marketing specialists Spring Capital Partners to raise money from institutional investors.

Both funds are Dublin-domiciled UCITS III funds with sterling share classes and daily dealing and were launched for Guenter Ferstl and Reinhard Ploder in 2007...

‘Our background as a multi-family office makes us especially sensitive to the importance of capital preservation for our clients and so our capital management business focuses on absolute return strategies with strict risk controls. source

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Istanbul Fon | Hedge Fund Tracker Notes

Istanbul Fon

Istanbul Fon | Hedge Fund Notes


Below please find the Hedge Fund Tracker profile for Instanbul Fon.

Resource #1: (4.22.09) Garanti Bankasi, Turkey's second-biggest bank by market value, said on Monday it was launching a hedge fund with a registered capital of 500 million lira ($306 million) within a month.

The hedge fund, to be called Istanbul Fon, aims for 70 percent of its investments to be in Turkish assets and the rest to be in securities issued by G7 governments and companies, according to statement in the Capital Markets Board bulletin from Gur Cagdas, head of Garanti Portfolio Management. source

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Permal Group Hedge Fund Tracker Notes

Permal Group | Hedge Fund Notes


Below please find the Hedge Fund Tracker Tool for Permal Group.

Resource #1: (4.22.09) Permal Group, one of the largest and oldest hedge funds of funds, will launch its first mutual fund on Tuesday. Permal is a unit of Legg Mason Inc., which has a longstanding mutual-fund lineup. This is the second high-profile mutual-fund launch from the hedge-fund world this year. In January, Clifford Asness's AQR Capital Management LLC introduced its first of a series of planned mutual funds.

These launches come amid one of the worst years for the hedge-fund industry, now facing sharp asset declines combined with massive outflows. Investors pulled out a record $152 billion in capital from hedge funds in the fourth quarter of 2008, according to data from Hedge Fund Research Inc. source

View over 1,000 profiles of hedge funds within our Hedge Fund Tracker Tool.

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Tunnelbrook Capital | Hedge Fund Tracker Notes

Tunnelbrook Capital

Tunnelbrook Capital | Hedge Fund Notes


Below please find the Hedge Fund Tracker Tool for Tunnelbrook Capital.

Resource #1: (4.22.09) While most hedge funds suffered redemptions and drawdowns last year, one Coral Gables, Fla., firm was all smiles as investors rewarded its solid performance with new money.

Tunnelbrook Capital’s Prima Fund, a quantitative equities offering, returned 13.47% last year on the strength of fear and panic in the markets, according to CEO Stephen Malloy. The fund, which focuses on mid- to large-cap U.S. equities, is a countertrend, short-term minded hedge fund trading intra-day and focusing on reversals in the market. source

View over 1,000 profiles of hedge funds within our Hedge Fund Tracker Tool.

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Altis Partners | Hedge Fund Tracker Notes

Altis Partners

Altis Partners | Hedge Fund Notes


Below please find the Hedge Fund Tracker Tool for Altis Partners:


Resource #1: (4.22.09) The Global Commodity Portfolio has been available via a Jersey-domiciled fund vehicle since April 2006. It has delivered net annualised returns of +16.5 per cent since inception, and +44.3 per cent in 2008.

Altis is best known for its flagship Global Futures Portfolio, a diversified systematic trading programme. The Global Futures Portfolio - Altis Master Fund, which has been trading since 2001, ended the year with net gains of +56.9 per cent. It uses a proprietary trading system with a portfolio-based approach to trade a large number of futures markets on the global exchanges. source

View over 1,000 additional profiles of hedge funds within the Hedge Fund Tracker Tool.

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Short Hedge Fund News Video Post

Short Hedge Fund News Video Post

Today is my birthday so I am taking the day off from blogging...sort of...Below is a short hedge fund news video. If you are viewing this article through our daily hedge fund newsletter please click here to view the embedded video now.



View over 50 additional free videos within our Hedge Fund Video Library.

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Andrew Cuomo Attorney General New York

Andrew Cuomo

Andrew Cuomo Attorney General

Here is a short video on a teleconference that Andrew Cuomo held a few days ago on the middle man kickback probe currently underway. If you are viewing this video via our daily hedge fund newsletter please click here to watch the video now.



To view more articles on hedge fund compliance and regulations please see our Hedge Fund Regulation & Compliance Corner.

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Regulating Prime Brokerage Firms | New Regulation

Regulating Prime Brokerage Firms


Regulating Prime Brokerage Firms | New RegulationMany hedge fund professionals and journalists have been suggesting that new regulations work through prime brokerage firms, a few of which handle the bulk of hedge fund trading activities. Most established prime brokers have the technology and skills to help provide a view of what is going on within a portion of the portfolios of at least their own clients, this is seen as an opportunity to leverage existing industry infrastructure to meet a growing need for more transparency across the industry. Here is an article excerpt from a FT article discussing this late last week:
Politicians love to grouse about regulating hedge funds. They have yet to explain exactly how they intend to do it. One idea is to force hedge funds to register with the authorities. That might protect investors. But it does nothing to protect against system-wide risks. Another is to require funds to disclose their trading positions...

A better approach, according to a forthcoming article in the Journal of Financial Stability, might be to focus on prime brokers. While there are thousands of hedge funds, only a handful of companies provide most hedge funds’ clearing, custody and collateral needs. source

For more information on prime brokerage please see PrimeBrokerageGuide.com

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Hedge Fund Asset Growth Past 2009

Asset Growth Past 2009


I just found a press release on announcing a study completed by The Bank of New York Mellon predicting hedge fund assets to settle at $1 trillion in 2009 but then expand again to over $2.6 trillion over the following four years. My discussions with other managers lead me to agree that this may happy - hopefully capital gains taxation and additional regulations do not hamper the re-growth of the industry after this year.

Hedge fund assets will bottom out at roughly $1 trillion in 2009, after which capital appreciation and $800 billion in net inflows over the next four years will push global levels to $2.6 trillion by 2013, according to a new study of institutional investors, investment consultants and hedge funds released today by The Bank of New York Mellon (BK) and Casey, Quirk & Associates.

The study, entitled "The Hedge Fund of Tomorrow: Building an Enduring Firm," found that institutions remain firmly committed to hedge fund investing. Institutional investors comprised less than 20% of hedge fund redemptions in 2008-2009, and North American pension plans will represent the single largest source of new capital between 2010 and 2013, followed by British and Northern European institutions. Global high net worth investors could account for as much as 60% of new net flows between 2010 and 2013, although their return to hedge fund strategies will rely on capital market conditions and hedge fund performance. source

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Notes on the CHA Designation | Joining the Program


Notes on the CHA Designation


I recently moved from academia to a start up hedge fund. It is interesting to see how many folks, like me, have come from diverse backgrounds to the industry. I'm sure this is good for hedge funds: we're bringing new ideas and attitudes to the table. But I'm also realizing that I'm at a a disadvantage sometimes because I'm not fully up to speed on many important aspects of finance relating to hedge funds.

Of course I've been reading books, magazines and blogs, and I find them very useful. But how can I know that I'm really getting the fundamental knowledge I need? I'm concerned, for instance, that my personal reading is directed by my own interests and the focus of the fund I work with. I'd like to be sure I have a broad exposure to the fundamentals. I don't want to be surprised later because of a gap in my knowledge.

My top reason for seeking the CHA designation is to be sure I know what the hedge fund industry thinks is important. This will help me be more effective at my fund. I expect that the designation may also help in the future.

I also considered the CFA. Clearly the CFA is prestigious, and more comprehensive than the CHA. But, for me, it is too heavyweight right now, and maybe more than I need. I need a "tactical" education about hedge funds.

I'll post more blog entries as I go forward with my preparation for
the exam.

- Tucker Balch


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Investment Certification

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Hedge Fund Videos | 30+ Free Videos on Hedge Funds