We were selected by a family office/wealth advisor to assist with all aspects of hedge fund and private equity due diligence. In our capacity as an “Outsourced Advisor,” we report to the key members of the existing investment team, working in a cooperative manor to best meet the needs of the underlying investors. Our role incudes multi-level due diligence on managers, initially defining the “short list” and then digging deeper to look at both sources of alpha and the structural integrity of potential investments. We also participate in asset allocation decisions, performing analytics on allocation by asset class, apportioning traditional and alternative risk to factors as a key consideration.
We have worked with funds at every level, from consulting on macro-investment themes to supervisory board-level positions. The macro advisory role includes working on implementation of strategy, from derivation of hedges to choosing and sizing risk positions consistent with macro themes. We are also working at the Fund Board level with funds large and small, to assist in the maintenance of best practices and the highest level of corporate governance.
Expert Advisory:
Outsourced Hedge Fund Analysis and Investment Advisory:
We have the good fortune to be able to work with a wide variety of interesting partners on a fascinating range of topics. A representative sample:
RECENT PROJECTS
Expert Analysis:
We have worked with some of the world’s preeminent Expert Witness companies’ clients to solve complex business problems by applying expertise in economics, finance, and the alternative investment business. Cases have included analyzing appropriateness of investments for pensions, the investment outlook for a specialized fund, the impact of potential name confusion between entities, and SEC submissions on the potential impact of adverse regulatory findings.