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The Hedge Fund Book: A Training Manual for Professionals and Capital-Raising Executives

Book Description

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.

Table of Contents

  1. Cover
  2. Praise
  3. Title Page
  4. Copyright
  5. Dedication
  6. Preface
    1. MY STORY
    2. DISCLOSURE OF FINANCIAL INTERESTS
  7. Acknowledgments
  8. Introduction
  9. Chapter 1: Hedge Fund Fundamentals
    1. HEDGE FUND MECHANICS AND STATISTICS
    2. HISTORY OF HEDGE FUNDS
    3. MEDIA PORTRAYAL OF HEDGE FUNDS
    4. HEDGE FUND ECOSYSTEM
    5. FUTURE OF THE HEDGE FUND INDUSTRY
    6. CHAPTER SUMMARY
    7. REVIEW QUESTIONS
  10. Chapter 2: Institutionalization and Operations
    1. STEPHEN ABRAHAMS, VICE PRESIDENT OF MARKETING FOR A LONDON-BASED HEDGE FUND
    2. BOB PARDO, CEO AND PRESIDENT, PARDO CAPITAL LIMITED
    3. VINOD PAUL, MANAGING DIRECTOR OF SERVICE AND BUSINESS DEVELOPMENT, EZE CASTLE INTEGRATION
    4. NAKUL NAYYAR, QUANTITATIVE TRADING/SUPPORT, QUAD CAPITAL
    5. HENDRIK KLEIN, CEO, DA VINCI INVEST LTD.
    6. SHERI KANESAKA, ASSOCIATE, MICHELMAN & ROBINSON, LLP
    7. ERIC WARSHAL, CEO, FUND ASSOCIATES
    8. LANCE BARAKER AND WILLIAM KATTS, SENIOR MANAGING DIRECTORS, TRADESTATION PRIME
    9. CHAPTER SUMMARY
    10. REVIEW QUESTIONS
  11. Chapter 3: Hedge Fund Marketing Pro
    1. BAD NEWS
    2. PUBLIC RELATIONS MANAGEMENT
    3. EDUCATIONAL MARKETING
    4. FORGET ABOUT CONTACTING MORE INVESTORS
    5. E-MAIL MARKETING BEST PRACTICES
    6. COPY WRITING
    7. CASE PROFILE
    8. STEPHEN ABRAHAMS, VICE PRESIDENT OF MARKETING FOR A LONDON-BASED HEDGE FUND
    9. PRATIK SHARMA, MANAGING DIRECTOR, ATYANT CAPITAL
    10. HENDRIK KLEIN, CEO, DA VINCI INVEST LTD.
    11. CHAPTER SUMMARY
    12. REVIEW QUESTIONS
  12. Chapter 4: The Shooting Star
    1. 18 LESSONS FROM SHOOTING STAR HEDGE FUNDS
    2. RICK NUMMI, PARTNER AND GENERAL COUNSEL, ACCOUNTING AND COMPLIANCE INTERNATIONAL (ACI)
    3. THOMAS POWELL, CHIEF EXECUTIVE OFFICER, ELP CAPITAL
    4. CHAPTER SUMMARY
    5. REVIEW QUESTIONS
  13. Chapter 5: Hedge Fund Start-Up Guru
    1. TOP FIVE TIPS FOR STARTING A HEDGE FUND
    2. HEDGE FUND PITCH BOOK CREATION
    3. SYED ALI, CEO, SATURN PARTNERS, LLC
    4. NAKUL NAYYAR, QUANTITATIVE TRADING/SUPPORT, QUAD CAPITAL
    5. CHAPTER SUMMARY
    6. REVIEW QUESTIONS
  14. Chapter 6: Dedicated to Due Diligence
    1. SCOTT FREUND, PRESIDENT, GCC FAMILY WEALTH MANAGEMENT
    2. BRIAN REICH, PRESIDENT AND FOUNDER, ATRATO ADVISORS LLC
    3. RICHARD WILSON, HEDGE FUND GROUP, CHP DESIGNATION, HEDGEFUNDBLOGGER.COM
    4. DUE DILIGENCE EFFECTS ON HEDGE FUNDS
    5. CHAPTER SUMMARY
    6. REVIEW QUESTIONS
  15. Chapter 7: Giant Hedge Funds
    1. BEST PRACTICES FROM $1 BILLION-PLUS HEDGE FUNDS
    2. RICHARD ZAHM, PORTFOLIO MANAGER, SECOND ANGEL FUND
    3. SCOTT COHEN, PRESIDENT AND CEO, HEDGE SOLUTIONS
    4. CHAPTER SUMMARY
    5. REVIEW QUESTIONS
  16. Chapter 8: Governance Best Practices
    1. ANDREW MAIN, MANAGING PARTNER, STRATTON STREET CAPITAL LLP
    2. DAVID R. KOENIG, CEO OF THE GOVERNANCE FUND, LLC
    3. CHAPTER SUMMARY
    4. REVIEW QUESTIONS
  17. Chapter 9: Frequently Asked Hedge Fund Questions
    1. HEDGE FUNDS 101
    2. HEDGE FUND OPERATIONS
    3. HEDGE FUND MARKETING AND SALES
    4. HEDGE FUND CAREERS
  18. Appendix A: Bonuses of $1,779
  19. Appendix B: Example Due Diligence Questions
    1. QUESTIONNAIRE
  20. Appendix C: Top Hedge Fund Web Sites
  21. Glossary
  22. About the Author
  23. Index
  24. Contact the Author