Guest Contributor: Patrick J. McCurdy, partner and head of capital development at Merlin Securities The investor due diligence process has evolved with the institutionalization of the hedge fund industry. Investment allocations used to be made primarily on the basis of basic performance numbers and the qualitative aspects of a fund: people, process and philosophy. It
Financial Technologies Forum (FTF)
“Go Big or Go Home” in 2012
When I returned to work after the Holidays, I sat down at my desk, pulled out a blank piece of paper and wrote in big letters “Go Big or Go Home” and taped it to the wall in view for me to look at all day, every day. At our internal huddle that morning, I
Uncategorized
Control Optimization Initiative – a Better Way to Manage Risk
Guest Contributor: Alberto Corvo, Managing Principal, Financial Services, eClerx The financial services industry has a history of inadequate controls, which is evidenced by the occasional scandals, rogue traders and meltdowns. The constant change may be one of the reasons the control environment of these organizations doesn’t keep up. Whichever way it is analyzed, the conclusion
Uncategorized
Welcoming in 2012!
It seems that January has indeed arrived! We know that The Bull Run has been quiet over the holidays but we here at FTF are ready to kick off 2012 with a bang! Look out for some great industry discussions and commentary on The Bull Run this year! If you’re interested in contributing to our
Guest Blog
The Mantra of Transparency: Unified Data and Systems for the BD
Guest Contributor: David Fetter, CEO of Quadron Data Solutions Another year is drawing to a close, and when reflecting upon 2011, it’s apparent to everyone that it has been a year of ups and downs. What has 2011 brought to the financial services industry – a mantra of transparency to be delivered through regulation and
Uncategorized
Wall Street’s Naughty and Nice…
We’re continuing the FTF holiday tradition and bringing you our 2011 edition of the Wall Street Naughty and Nice list. This past year there have been quite a few highs and lows within the financial services industry, and we decided to help Santa sort through it all! So, without further, ado, here we go: Nice
Uncategorized
In the FTFNews: Top 10 Stories of 2011
Since launching our FTF Newsletter this past February, we have covered a variety of topics and trends within the financial services industry. From hedge fund IT issues to outsourcing and operational risk, we have done our best to report on the most relevant and urgent matters that affect your operational teams and processes. With that
Uncategorized
Santa’s Workshop in NYC – FTF Volunteers
FTF was pleased to be involved with the Volunteers of America toy drive once again this year! We are also happy to announce they had an increase in donations this year and, therefore, were able to bring extra holiday joy to the less fortunate children in and around New York City. In addition, the FTF
Cloud
How to Launch a Hedge Fund … Did You Miss Out?
I am pleased to report that we received a ton of great feedback from our most recent How to Launch a Hedge Fund seminar in New York last week! Subjects discussed ranged from the up-front decisions and vendors needed to start a fund to the major legal issues a start-up would face. Sessions also got
Financial Technologies Forum (FTF)
Financial Technology Acquisitions: A(nother) Year-in-Review
Well, it’s hard to imagine, but another year has nearly passed, which means it’s time, once again, for my end-of-year fintech acquisition write-up. Believe it or not, I was wrong last year when I predicted that 2011 would result in MORE acquisitions. Last year, I compiled a list of 43 and this year, I have
