An industry trade group that advocates transparency, ISITC initially banned and then let media attend a keynote address by Carla Harris, vice chairman, global wealth management, managing director and senior client advisor at Morgan Stanley, who spoke Monday morning. Her speech, however, was still off the record. Focused on developing industry standards, the International Securities… Read More >>
Form PF Forces the Data Management Issue
Following the passage of Dodd-Frank in 2010, investment advisers face a multitude of new challenges connected with SEC registration and reporting requirements. For many advisers, the extensive demands for a variety of new information add to the headaches involved in compliance.While the new reporting requirements impose costly and complex burdens on hedge fund and private… Read More >>
Case Study: GoldenTree Builds an ‘Essential’ Data Warehouse
Centralizing operational data in a warehouse “in some shape or form” is essential if a hedge fund or a small asset manager wants to grow and be profitable, argues Bill Christian, chief operating officer for hedge fund GoldenTree Asset Management. This is especially true in the current climate of tight margins, regulatory pressures and increasing… Read More >>
