From one hedge fund to a full financial institution. 🚀 LemVega Capital® started with a simple strategy: public equity investing. In 2021, we launched our first fund, and the momentum hasn’t stopped since. Partners reached out, Fund II was born. Then Fund III, Fund IV… now we’re managing 10 funds across multiple verticals, asset classes, and regions. What sets us apart? Our innovative structure, robust infrastructure, and competitive advantage operating out of Puerto Rico. While many funds focus on a single niche, we’ve built a diversified investment management company—and now, we’re expanding into banking to establish a complete financial institution. This is just the beginning. 🌎
Caroline Farah Lembck, MBA, PhD (abd)’s Post
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Just around the corner! The highly-anticipated inaugural survey results from global hedge funds will be revealed this week! Discover the strategic shifts leading #hedgefunds are making to adapt and thrive in our latest #DynamoFrontlineInsight Report, in partnership with ProFundCom and dakota. From increased fundraising efforts to diversifying investment portfolios, find out how industry leaders plan to mitigate risks and maximize returns. #SurveyResults #InsightsComingSoon #PrimaryResearch #ALTSresearch #alternativeinvestments #fintechtrends
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We are thrilled to introduce our new quick reference guide exploring the latest market trends and key considerations in seeding and acceleration arrangements tailored to new and emerging hedge fund managers. In addition to traditional seed arrangements, investment funds partner @Craig Borthwick and associate @Freddie Newman explore innovative alternatives to help managers navigate the evolving landscape with confidence. Download your copy today and stay ahead of the curve: https://lnkd.in/e8E627h9
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It has been a few years since I did this presentation, but still relevant. Over 13 thousand alternative investment professionals have watch this video on the 3 Keys to Successfully Raising Hedge Fund Assets. If you are in the alternative investment industry I believe you will find it highly educational. https://lnkd.in/dFFZbhX
3 Keys to Successfully Raising Hedge Fund Assets
https://www.youtube.com/
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Bridgewater Associates, a leading hedge fund, is collaborating with State Street Global Advisors (SSGA), which manages approximately $4.7 trillion in assets, to broaden access to core alternative investment strategies. This partnership aims to democratize investment opportunities traditionally reserved for institutional investors, making them more accessible to a wider audience. In a related development, SSGA has filed for the creation of the SPDR Bridgewater All Weather ETF, with Bridgewater providing a daily model portfolio specific to this product. This initiative reflects a growing trend among asset managers to offer alternative investment strategies through exchange-traded funds (ETFs), thereby enhancing accessibility and liquidity for investors. These efforts align with SSGA's ongoing strategy to expand investor access to private markets. For instance, in September 2024, SSGA announced a collaboration with Apollo Global Management to increase and broaden investor access to private market opportunities. By leveraging their combined expertise, Bridgewater and SSGA aim to provide investors with diversified exposure to alternative investment strategies, potentially enhancing portfolio resilience and returns.
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InvestmentNews covered iCapital’s recent partnership with Gratus Capital to provide Gratus high-net-worth clients with access to hedge fund investment strategies to better diversify portfolios. The article quotes iCapital’s Lawrence Calcano, saying that “we are committed to continuing the transformative work iCapital is doing with our partners to help the wealth management industry meet the growing demand for alternative investments,”: https://bit.ly/4eat3vb
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Too many investors and their advisors have been thinking about hedge funds too simplistically for far too long. In our latest article, Michael Phipps explores why hedge funds should be treated as a nuanced player in a sophisticated investment portfolio. https://lnkd.in/ejMkTbfC #investing #hedgefunds
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I just watched the recording of the CFAI Private markets Webinar on Hedge Fund. It's always insightful to hear industry experts discuss alternative investment vehicles. Frank Huang, CFA, MBA, CAIA, highlighted the importance of balancing risk-adjusted returns in hedge fund investments. His emphasis on the practicality of choosing an investable (Open Fund) resonated with me. After all, the accessibility of a fund is crucial, regardless of its historical performance. Kudos to Wisely Ngai, CFA, CAIA, for moderating the webinar brilliantly. It's clear that experts are shaping the conversation around hedge funds and investment strategies. #CFAI #PrivateMarkets #HedgeFund #Investments #AlternativeInvestments #Webinar #FinanceExperts
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We specialize in creating tailored solutions that help our clients overcome unique challenges and achieve their growth goals. Our latest case study showcases how we assisted a family office in streamlining their hedge fund investments. 🔍 What you’ll learn: 1️⃣ How we created dedicated securitized vehicles for their external asset managers. 2️⃣ Our approach to enhancing control, transparency, and liquidity. 3️⃣ How we provided operational and administrative efficiency, allowing the family office to focus on strategic decisions. Discover how we enabled our client to create a curated menu of alternative investment strategies, providing the efficiency and security they needed. Read the full case study here: https://lnkd.in/e69zenZs #FundFront #FamilyOffice #AlternativeInvestments #AssetManagement #HedgeFunds
Case Study: Streamlining Hedge Fund Investments for a Family Office - FundFront
fundfront.com
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Fairtree Woodland Multi Strategy FR QI Hedge Fund Anniversary Managed by Bradley Anthony and Kurt Van Der Walt, CFA, the objective of the Fund is to create long-term wealth for investors by investing across a diversified range of alternative investment strategies across multiple asset classes. Access the April 2024 Fund Factsheet here> https://lnkd.in/etjyAMS4 #Fairtree #InvestmentExcellence #FundAnniversary #ValuesDrivenInvesting
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Has the current macro-economic environment affected investors’ hedge fund allocations? How do they source new managers? How do they measure and monitor the risk of their liquid alternatives portfolio? What leads allocators to pass on a potential investment? How can managers maximise their chances of securing an investment? These are a few of the many questions that will be answered during the dedicated allocator roundtable sessions hosted by Frederic Guibaud, co-founder at AlphaBee Asset Management, Marcus Storr Head of Alternative Investments and member of the Board at FERI, and Mathias Piardon founder at 1L Capital. To register your interest please contact amsterdaminvestorforum@abnamroclearing.com. Sign up now as places are limited! #AIF2024 #capitalintroduction #primebrokerage #abnamroclearing
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