Know everything about how to start a Hedge Fund

Views:
 
     
 

Presentation Description

AFA’s Hedge Fund expertise services all types of hedge fund structures and investment instruments including Arbitrage, Emerging Markets, Event Driven, Fixed Income, Fund of Hedge Funds, Futures and Options, Global Macro, Long/Short Equity, Venture Capital, Real Estate, Life Settlements, Market Neutral, Multi-Strategy, PIPEs, Distressed Debt, Loans, etc… For More Information Please Visit: http://www.advancedfundadministration.com

Comments

Presentation Transcript

Slide1:

How to start a Hedge Fund www.advancedfundadministration.com +1(345) 943 4232

About US Advanced Fund Administration:

About US Advanced Fund Administration Welcome to AFA (Advanced Fund Administration) Advanced Fund Administration (“AFA”) is a privately owned hedge fund and private equity fund administration firm established in the Cayman Islands in January 2008 by Peter M.O. Young. In September 2009 AFA expanded its global footprint into the United States by opening its Summit, New Jersey office trading as Advanced Fund Administration LLC, and in November 2014 established an office in BVI, trading as Advanced Fund Administration (BVI) Ltd. AFA is also rolling out a Luxembourg based solution to meet the fund administration needs of our European based clients electing to domicile in Luxembourg . In 2013 AFA expanded its service offering to include offshore legal services via AFA Legal Resources (Cayman) Ltd, as well as launching AFA Advisory Services to address the needs of early stage fund managers… www.advancedfundadministration.com +1(345) 943 4232

Hedge Funds:

Hedge Funds AFA is a SSAE 16 Type II compliant fund administrator offering a comprehensive and cost effective solution to hedge fund managers, remaining flexible in providing fund administration services to address varying client needs . AFA’s Hedge Fund expertise services all types of hedge fund structures and investment instruments including Arbitrage, Emerging Markets, Event Driven, Fixed Income, Fund of Hedge Funds, Futures and Options, Global Macro, Long/Short Equity, Venture Capital, Real Estate, Life Settlements, Market Neutral, Multi-Strategy, PIPEs, Distressed Debt, Loans, etc… www.advancedfundadministration.com +1(345) 943 4232

How to Start a Hedge Fund:

How to Start a Hedge Fund Step by Step Guide on how to launch a hedge fund: Develop a Business Plan: A business plan is the document that owners, business partners and financial sources want to see when you are starting your company. You should take the necessary time to work through your business model, estimate the gross revenues, general operating expenses, infrastructure needs and staffing . A business plan is a road map for your business and should describe your business while answering fundamental questions about where you are going, how you plan to get there and whether you can succeed. The business plan may be amended as you move forward, and as you encounter new opportunities consider how those opportunities fit into your plan . Visit for more detail: http :// www.advancedfundadministration.com/how-to-lunch-hedge-fund www.advancedfundadministration.com +1(345) 943 4232

How to Start a Hedge Fund:

How to Start a Hedge Fund Step by Step Guide on how to launch a hedge fund: Choose Primary Service Providers: Before picking any Primary Service Provider, you’ll want to make sure the representative firms have the following characteristics : Expertise in Hedge Funds and Private Equity Funds - The firm should have a deep knowledge of all issues related to hedge funds and private equity funds on a global scale. Partner and Associate Expertise - The partner(s ) and/or associate(s) you work with at each representative firm should have a deep knowledge of their respective area as it relates to hedge funds and private equity funds. Startup Expertise and Ongoing Support – Select service providers that are “right sized”, to not have the expertise in launching new funds, but who are also transitional in growing with your fund to provide ongoing support… www.advancedfundadministration.com +1(345) 943 4232

How to Start a Hedge Fund:

How to Start a Hedge Fund Step by Step Guide on how to launch a hedge fund: Audit & Tax: Among others, the following services will be provided by your Audit & Tax Firm: Estate Planning at launch is recommended while the business has little or no value versus in the future where there may be considerable tax consequences to alter the ownership structure while the business is worth considerably more. Year-end audit of financial statements prepared in accordance with accounting principles generally accepted in the United States of America (GAAP) or International Financial Reporting Standards (IFRS) Tax Preparation for the General Partner and Management Company entities along with initial consultation with Legal Counsel to determine the best corporate structure for tax efficiency across the entire fund structure… www.advancedfundadministration.com +1(345) 943 4232

How to Start a Hedge Fund:

How to Start a Hedge Fund Step by Step Guide on how to launch a hedge fund: Fund Administration: In choosing a Fund Administrator, you will want to choose a firm that has a breadth of experience in working with all types of investment strategies and can service different asset classes on a global basis. Advanced Fund Administration provides a comprehensive and cost effective, turnkey solution for new launch managers including… Visit Hedge Fund Administration Services for more details . www.advancedfundadministration.com +1(345) 943 4232

How to Start a Hedge Fund:

How to Start a Hedge Fund Step by Step Guide on how to launch a hedge fund: Prime Broker: A new hedge fund manager should consider the following characteristics of a prime brokerage firm: Multiple Custodian Choices Securities Lending Financing Technology Portfolio Analytics/Reports Trading Trading Technology Business Consulting Services Client Service… www.advancedfundadministration.com +1(345) 943 4232

How to Start a Hedge Fund:

How to Start a Hedge Fund Step by Step Guide on how to launch a hedge fund: Secondary Service Providers: Once the Primary Service Providers have been chosen, you will then move on to the Secondary Service Providers that, in many cases, will provide equally important services as your primaries. Outsourced Compliance Outsourced Risk Management Insurance Broker Outsourced Human Resources IT Managed Services www.advancedfundadministration.com +1(345) 943 4232

How to Start a Hedge Fund:

How to Start a Hedge Fund Step by Step Guide on how to launch a hedge fund: Office Space & Infrastructure: Looking for office space can be a time consuming process, and you will have to determine whether you require a physical office or virtual office presence. To determine your space needs, you’ll want to consider (a) how many employees you’ll have at launch and also one year from launch if you execute your business plan; and (b) the configuration of the office… Office space solutions include: Physical Office Virtual Office Meeting Rooms Video Communications … www.advancedfundadministration.com +1(345) 943 4232

How to Start a Hedge Fund:

How to Start a Hedge Fund Step by Step Guide on how to launch a hedge fund: Human Resources: Key Personnel: Chief Financial Officer (“CFO”) - Will have responsibility of overseeing the financial functions for the general partner entities, management company, and fund(s). In addition to being responsible for the financial matters of the operating companies, the CFO will be responsible for the daily cash/position reconciliation of the fund(s )… Chief Operating Officer (“COO”) - Will have the responsibility of overseeing the operations for the general partner entities, management company and fund(s). This will include working with the primary and secondary service providers along with daily fund operations (e.g. trade reconciliations), marketing, and investor relations along with collaborating with the CFO to execute the overall business plan of the firm as determined by the Founding Partner(s )… www.advancedfundadministration.com +1(345) 943 4232

How to Start a Hedge Fund:

How to Start a Hedge Fund Step by Step Guide on how to launch a hedge fund: Enterprise Risk Management: An Enterprise Risk Management (ERM) review will include the review of a firm’s enterprise-wide infrastructure, reporting and governance, and recommend customized ways to enhance and align business efficiency and reporting capabilities . Enterprise Risk Management Solutions Operational Risk Assessment Risk Audit Document Review and Preparation… www.advancedfundadministration.com +1(345) 943 4232

How to Start a Hedge Fund:

How to Start a Hedge Fund Step by Step Guide on how to launch a hedge fund: Capital Raising: Having a well-thought out and organized marketing strategy is a key component prior to beginning the process of raising capital. AFA Advisory Services provides a specific set of deliverables to managers of early stage hedge funds and private equity funds, as well as established fund managers who seek to increase Fund assets under management through development of an institutional grade product. Areas of focus include: Investment Strategy/Style Description Types of Investors… Click to view How to Start Hedge Fund in Detail… www.advancedfundadministration.com +1(345) 943 4232

Contact Today!:

Email : info@advancedfundadministration.com Phone: + 1(345) 943 4232 Website : www.advancedfundadministration.com Email : infousa@advancedfundadministration.com Phone: +1(908 ) 273 4545 Website: www.advancedfundadministration.com Cayman Islands USA Contact Today! www.advancedfundadministration.com +1(345) 943 4232

authorStream Live Help