The Hedge Fund Book
A Training Manual for Professionals and Capital-Raising Executives
Wiley Finance Editions
1. Edition June 2010
208 Pages, Hardcover
Wiley & Sons Ltd
An accessible guide to effectively operating in the hedge fund arena
Hedge funds are now in the news more than a thousand times a day and yet it is hard to find clear, factual information about how they operate, raise capital, and invest. The Hedge Fund Book provides real-world case studies of various hedge fund managers providing a solid foundation in specialized hedge fund knowledge for both financial professionals and those aspiring to enter this field.
It provides an analysis of funds within different phases of their life cycles and investment processes, and examines each cycle in ways that would be informational for marketers as well as investors, bankers, and financial professionals who would like to learn more about day-to-day hedge fund operations
* Addresses everything you need to know about this popular segment of the financial industry within a case study format
* Each chapter contains several types of investment and situational analyses, insights and best practices along with a review and "test your knowledge section"
* Written by a successful hedge fund consultant and head of one of the largest hedge fund networking groups in the industry with more than 30,000 members
* This book is required reading for participants within the hedge fund industry's leading designation program, the CHP Designation
If you're looking to gain a better understanding of hedge funds, look no further than The Hedge Fund Book.
My Story.
Disclosure of Financial Interests.
Acknowledgments.
Introduction.
Chapter 1 Hedge Fund Fundamentals.
Hedge Fund Mechanics and Statistics.
History of Hedge Funds.
Media Portrayal of Hedge Funds.
Hedge Fund Ecosystem.
Future of the Hedge Fund Industry.
Chapter Summary.
Review Questions.
Chapter 2 Institutionalization and Operations.
Stephen Abrahams, Vice President of Marketing for a London-Based Hedge Fund.
Bob Pardo, CEO and President, Pardo Capital Limited.
Vinod Paul, Managing Director of Service and Business Development, Eze Castle Integration.
Nakul Nayyar, Quatitative Trading/Support, Quad Capital.
Hendrik Klein, CEO, DaVinci Invest Ltd.
Sheri Kanesaka, Associate, Michelman & Robinson, LLP.
Eric Warshal, CEO, Fund Associates.
Lance Baraker and William Katts, Senior Managing Directors, TradeStation Prime.
Chapter Summary.
Review Questions.
Chapter 3 Hedge Fund Marketing Pro.
Bad News.
Public Relations Management.
Educational Marketing.
Forget about Contacting More Investors.
E-Mail Marketing Best Practices.
Copy Writing.
Case Profile.
Stephen Abraham, Vice President of Marketing for a London-Based Hedge Fund.
Pratik Sharma, Managing Director, Atyant Capital.
Hendrik Klein, CEO, Da Vinci Invest Ltd.
Chapter Summary.
Review Questions.
Chapter 4 The Shooting Star.
18 Lessons from Shooting Star Hedge Funds.
Rick Nummi, Partner and General Counsel, Accounting and Compliance. International (ACI).
Thomas Powell, Chief Executive Officer, ELP Capital.
Chapter Summary.
Review Questions.
Chapter 5 Hedge Fund Start-Up Guru.
Top Five Tips for Starting a Hedge Fund.
Hedge Fund Pitch Book Creation.
Syed Ali, CEO, Saturn Partners, LLC.
Nakul Nayyar, Quatitative Trading/Support, Quad Capital.
Chapter Summary.
Review Questions.
Chapter 6 Dedicated to Due Diligence.
Scott Freund, President, GCC Family Wealth Management.
Brian Reich, President and Founder, Atrato Advisors LLC.
Richard Wilson, Hedge Fund Group, CHP Designation, HedgeFundBlogger.com.
Due Diligence Affects on Hedge Funds.
Chapter Summary.
Review Questions.
Chapter 7 Giant Hedge Funds.
Best Practice from $1 Billion-Plus Hedge Funds.
Richard Zahm, Portfolio Manger, Second Angel Fund.
Scott Cohen, President and CEO, Hedge Solutions.
Chapter Summary.
Review Questions.
Chapter 8 Governance Best Practices.
Andrew Main, Managing Partner, Stratton Street Capital LLP.
David R. Koenig, CEO of the Governance Fund, LLC.
Chapter Summary.
Review Questions.
Chapter 9 Frequently Asked Hedge Fund Questions.
Hedge Funds 101.
Hedge Fund Operations.
Hedge Fund Marketing and Sales.
Hedge Fund Careers.
Appendix A Business of $1,779.
Appendix B Example Due Diligence Questions.
Questionnaire.
Appendix C Top Hedge Fund Web Sites.
Glossary.
About the Author.
Index.
Contact the Author.
