• Trailer: Offshore v. Onshore Hedge Funds: A Comparison

    Contrary to offshore hedge funds, US-registered ("onshore") funds are subject to strict marketing prohibitions, accredited investor requirements, limited number of investors, and tax disadvantage. Professors George Aragon, Bing Liang, and Hyuna Park did a study in which they exploited this difference to test predictions about organizational design, capital flow, and fund performance. They found that onshore funds impose stronger share restrictions such as a lockup provision than offshore funds, but hold more liquid assets. Their results show that capital flows are less sensitive to past performance in onshore funds than in offshore funds due to regulation on advertising, and the flow sensitivity difference affects performance. Liquidity-adjusted alpha is positive and significant (0.94% per...

    published: 16 May 2013
  • How to Make Money Like Top Hedge Fund Managers: Secrets of America's Finance Industry (2013)

    A hedge fund is a collective investment scheme, often structured as a limited partnership, that invests private capital speculatively to maximize capital appreciation. About the book: https://www.amazon.com/gp/product/1118239245/ref=as_li_tl?ie=UTF8&camp=1789&creative=9325&creativeASIN=1118239245&linkCode=as2&tag=tra0c7-20&linkId=a9e6a9474bc3d710513e0c3e533661f5 Hedge funds tend to invest in a diverse range of markets, investment instruments, and strategies; today the term "hedge fund" refers more to the structure of the investment vehicle than the investment techniques. Though they are privately owned and operated, hedge funds are subject to the regulatory restrictions of their respective countries. U.S. regulations, for example, limit hedge fund participation to certain classes of inves...

    published: 07 Aug 2013
  • Offshore Fund Tax Regulations webinar

    Increasing post-tax returns to investors has always been a key focus for Fund Managers. With the volatility seen in the emerging markets recently, Fund Managers will now be looking even more closely at how they can enhance post-tax returns to their UK investors. The UK’s Reporting Fund Regime can add real value to the fund as an investment opportunity and failure to take it up could represent a competitive disadvantage. Overview Sutha Kanagarajah, Senior Tax Manager, covered specific topics on the Offshore Fund Tax Regulations. Topics covered: - What is the purpose of the Offshore Fund Rules? - The definition of an Offshore Fund - Introduction to the Reporting Fund Regime - Annual Reporting Fund obligations

    published: 10 Dec 2015
  • What is OFFSHORE INVESTMENT? What does OFFSHORE INVESTMENT mean? OFFSHORE INVESTMENT meaning

    What is OFFSHORE INVESTMENT? What does OFFSHORE INVESTMENT mean? OFFSHORE INVESTMENT meaning - OFFSHORE INVESTMENT definition - OFFSHORE INVESTMENT explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. Offshore investment is the keeping of money in a jurisdiction other than one's country of residence. Offshore jurisdictions are a commonly accepted means of reducing the taxes levied in most countries to both large and small-scale investors alike. Poorly regulated offshore domiciles have served historically as havens for tax evasion, money laundering, or to conceal or protect illegally acquired money from law enforcement in the investor's country. However, the modern, well-regulated offshore centres allow legitimate investors to ...

    published: 20 Apr 2017
  • Barron's Buzz: The Top Hedge Funds Are ...

    Jack Hough previews Barron's report on top hedge funds and explains why Larry Robbins' Glenview Offshore Opportunity landed at the top of the list. Photo: Roger Hagadone for Barron's. Photo: Roger Hagadone for Barron's Subscribe to the WSJ channel here: http://bit.ly/14Q81Xy Visit the WSJ channel for more video: https://www.youtube.com/wsjdigitalnetwork More from the Wall Street Journal: Visit WSJ.com: http://online.wsj.com/home-page Follow WSJ on Facebook: http://www.facebook.com/wsjlive Follow WSJ on Google+: https://plus.google.com/+wsj/posts Follow WSJ on Twitter: https://twitter.com/WSJLive Follow WSJ on Instagram: http://instagram.com/wsj Follow WSJ on Pinterest: http://www.pinterest.com/wsj/ Follow WSJ on Tumblr: http://www.tumblr.com/tagged/wall-street-journal

    published: 16 May 2014
  • Offshore feeder funds closing to new business

    Anil Jughoman from Nedgroup Investments speaks to Alishia Seckam about how the rand’s sharp slide over the past year has forced many fund managers to close their offshore funds to new business;

    published: 03 Feb 2016
  • India Budget Proposal 2015 - Offshore funds and fund managers in india

    Budget 2015 has made an amendment that the Offshore funds shal not have a PE in India merely because of the existence of the fund managers in india.

    published: 01 Mar 2015
  • The World's First Offshore Wind Fund | Green Investment Bank

    The story of the world's first offshore wind fund. The Fund, raised by Green Investment Bank, is the first in the world to be dedicated solely to investments in offshore wind power generation and provides long-term institutional investors with the opportunity to access the UK’s green infrastructure sector. Find out more: http://www.greeninvestmentbank.com/news-and-insights/2017/world-s-first-offshore-wind-fund-manager-powers-through-1bn-target/ For more great videos please subscribe: http://bit.ly/GREENTVSUB Website: http://www.green.tv Facebook: https://www.facebook.com/greentv Twitter: @green_tv Business enquiries: hello@green.tv

    published: 25 Jan 2017
  • The AIFMD Era: To Passport or Not to Passport?

    100 Women in Hedge Funds, DMS Offshore Investment Services and Morrison & Foerster host an update on AIFMD, presented in San Francisco on April 29th, 2015. The experts weigh in on the do’s and don’ts of marketing in Europe, including reverse solicitation, marketing passports, and private placement opportunities. These valuable insights help inform the audience on the best options for raising money in Europe. Panelist include Derek Delaney - Managing Director, DMS, Tara Doyle -Partner at Matheson, Alice Kennon -West Coast PB Sales and Business Consulting at Bank of America Merrill Lynch, Barry Winters -Partner at KPMG and Moderator Kim Tomsen-Partner at Tomsen Riley.

    published: 02 Jun 2015
  • How to get your money offshore and what to do with the cash once it's in hard currency

    Biznews founder Alec Hogg is joined by Warwick Asset Management’s head of investments Adrian Meager, fixed interest chief Sidney McKinnon and portfolio manager Thomas Blamey. They'll focus on how you as an investor can invest offshore, and why you should be diversifying.

    published: 01 Dec 2017
  • Advantages of Offshore Investing with Piet Viljoen

    (www.abndigital.com) ABN's David Williams speaks with Piet Viljoen, Executive Chairman at RE CM, looking at the advantages of offshore investing, mitigating risks and which local stocks to choose. RE CM has top offshore holdings include Warren Buffett's Berkshire Hathaway and local stock are Discovery and Tiger Brands amongst others.

    published: 25 Apr 2012
  • China Is Planning A Gold-Backed Global Reserve Currency: Hedge Fund Manager Mark Yusko

    Get close to 20 hours of audio sessions and video highlights from Strategic Investment Conference 2016 brimming with insights and advice for investors. Listen to over 30 leading experts… and discover how to thrive in a Decade of Disruption and a market buffeted by recession, a meek Federal Reserve, startling new technologies, and worldwide geopolitical turmoil. Learn more here: http://www.mauldineconomics.com/post-sic-virtual-pass

    published: 27 May 2016
  • Cordish rolls snake-eyes with offshore investment

    According to a report by The Washington Post in a story on offshore tax havens says the Cordish family was allegedly swindled out of $12 million by New York hedge fund manager Brian Callahan. According to the Post, the Cordishes came to Callahan's attention when they were "in the process of setting up four trusts in the Cook Islands through TrustNet and the family eventually placed $116 million worth of assets in them, a transfer they disclosed to the IRS." In the spring of 2006, New York financial planner Brian Callahan and a TrustNet attorney toured the United States with a sales pitch that urged wealthy Americans to invest their money through trusts set up in the Cook Islands. Among the clients that Callahan and the attorney approached was a family that runs a large commercial real est...

    published: 09 Apr 2013
  • Chile: Fund Managers Benefit from UCITS Appeal and Offshore Pension Fund Flows

    Daniel Enskat, Head of Global Consulting for Strategic Insight, speaks with Marlon Valle, NY-based Research Analyst, about the firm's latest research piece: "Spotlight on Chile: Fund Managers Benefit from UCITS Appeal and Offshore Pension Fund Flows " - www.sionline.com

    published: 26 Jun 2011
  • Onshore Versus Offshore RMB

    Fran Rodilosso, Portfolio Manager, Fixed Income ETFs, explains the differences between onshore and offshore Renminbi and where he expects the currency to be headed in the future. “The main difference between the onshore and offshore trading of the RMB is that onshore RMB trading is highly restricted. For the most part, only certain onshore entities are allowed to engage in foreign exchange transactions on the onshore RMB.”

    published: 08 Feb 2016
  • #8 Offshore

    Offshore investing can be a key part of diversification.

    published: 09 Dec 2014
  • Is it time invest offshore?

    International institutions like the World Bank and International Monetary Fund predict South Africa's GDP growth for 2016 to be less than 1 per cent. At the same time, the rand has weakened markedly against the major currencies. Are these compelling reasons for investors to take their money offshore?Joining CNBC Africa to discuss the case for increased offshore exposure are Andrew Morton, Head of Product Enablement at FNB Financial Advisory ; Mark Lindheim, Chief Investment Officer at Investment Solutions and Urvesh Desai, Global Equity Manager of Old Mutual Investment Group; Macro Solutions Division.

    published: 12 Feb 2016
  • Ask the Experts: First State Global Infrastructure Fund

    Trent Koch, Portfolio Manager, First State Investments 1. Why should investors consider an allocation into listed infrastructure? 2. What does your research process look like? Could you tell us more about your approach to stock selection? 3. How has the global infrastructure sector performed this year, and has it been affected by the plunge in oil and commodity prices? 4. How has the fund performed this year? Which allocations across different countries and sectors contributed the most to your returns over the course of this year? 5. Where do you see investment opportunities? Are there any sectors within infrastructure that you are bullish or bearish on? Why? 6. What is your outlook for the global infrastructure sector over the next two to three years?

    published: 20 Oct 2015
  • ALFI Interview - Impact of AIFMD on depositories and hedge funds

    Michael Ferguson, Partner of Ernst & Young and Co-Chair of the ALFI Hedge Funds Sub Committee, gives an update on trends in the hedge fund industry with the approach of the AIFMD, which Mr Ferguson believes may cause some re-domiciliation to make distribution easier in Europe. He explains that the so-called Level 2 guidance of the AIFMD, which will give more detail of the implementation, is still open, and he believes that there will be a transitional phase whereby managers will retain their offshore funds but set up parallel funds in Europe to facilitate distribution. The hotly debated topic of the role of the depository, and depositories will start reorganising themselves after the detail is known. Mr Ferguson outlines the changes which may take place, for example it may set restrictio...

    published: 03 Jul 2012
  • Invest Offshore in a Managed FX Fund

    Currency War is Heating Back Up - Just before 1pm Chicago time the Yen broke par against the Dollar for the first time since the week of April 6, 2009 (low 98.67). Then the Euro fell out of bed. Then the Swiss got clubbed like a baby seal. The Aussie. The Pound. The Canadian. Everything but the Dollar got crushed. RIGHT AT 1pm Chicago time. The Aussie (v. Dollar) went right to March lows. Aggressive types could sell SHORT DATED PUTS (week 2 or 3) into this whack job....but be careful. Algos having a field day.....just the type of "momentum" they prey on. http://www.commoditytrader.com/2013/05/currency-war-is-heating-back-up/ The Quantum Managed FX Fund is a specialised multi-manager investment product that brings together the strength and expertise of different investment managers and ad...

    published: 09 May 2013
  • Former Lehman veterans roll out one of the first systematic, innovative volatility funds

    Subscribe to this channel: http://www.youtube.com/OpalesqueTV Volvar Asset Management (Volvar AM) is a Paris-based independent asset management company specialized on the volatility asset class. Their first fund is seeded by IMQubator, the seeding fund to which Dutch pensions giant APG has committed €250mln in 2009. Volvar AM will shortly launch the innovative, long/short Volvar Eurozone Volatility Fund which aims at both absolute return and anti-correlation. It is one of the first systematic funds within an emerging asset class. Although fully systematic, the portfolio management process is centered on ex-ante qualitative objectives. The fund combines protection strategies (directed to exploit the negative beta of the asset class) with return strategies (based on being carry positive to...

    published: 11 May 2012
  • Hedge Funds Nuts & Bolts: Vehicles and Structures

    In this webinar, attorneys from Dechert’s Financial Services and Investment Management Group examined the building blocks of hedge fund structure, including the principal drivers for choosing partnerships and offshore companies to achieve particular results for fund investors.

    published: 22 Sep 2016
  • Claude Porret: Why investing with Emerging Managers can be safer than "legends" hedge funds

    Subscribe to this channel: http://www.youtube.com/OpalesqueTV 47 Degrees North Capital Management is a specialist alternative investment firm offering institutional investors access to early-stage managers, innovative strategies and thematic hedge fund investments. Claude Porret is CEO of the Pfaeffikon, Switzerland based firm set up in in 2006. Before founding 47North, she was Member of the Management Committee and Head of RMF Hedge Fund Ventures and responsible for 19 hedge fund seeding deals at RMF. RMF today is part of the Man Group. Contrary to the prevalent perception, Claude Porret and her team found that investing in Emerging Managers is less risky than investing in the larger or even "legends" hedge funds -- particularly during financial crises. In this Opalesque. TV BACKSTA...

    published: 13 Sep 2011
  • 2017 10th Annual Shipping, Marine Services & Offshore Forum - Shipping, Private Equity

    Panel: Shipping, Private Equity and Alternative Financing Moderator: Mr. Panos Katsambas, PartnerReed Smith Panelists: Mr. Anders Meyerhoff, PrincipalApax Partners Mr. Andreas B. Povlsen, Founder & CEOBreakwater Capital Mr. Andrian Dacy, CIO & Head of Global TransportationJ.P. Morgan Asset Management Mr. Paulo Almeida, Portfolio Manager – Tufton Oceanic Ltd.

    published: 21 Sep 2017
developed with YouTube
Trailer: Offshore v. Onshore Hedge Funds: A Comparison

Trailer: Offshore v. Onshore Hedge Funds: A Comparison

  • Order:
  • Duration: 4:15
  • Updated: 16 May 2013
  • views: 1388
videos
Contrary to offshore hedge funds, US-registered ("onshore") funds are subject to strict marketing prohibitions, accredited investor requirements, limited number of investors, and tax disadvantage. Professors George Aragon, Bing Liang, and Hyuna Park did a study in which they exploited this difference to test predictions about organizational design, capital flow, and fund performance. They found that onshore funds impose stronger share restrictions such as a lockup provision than offshore funds, but hold more liquid assets. Their results show that capital flows are less sensitive to past performance in onshore funds than in offshore funds due to regulation on advertising, and the flow sensitivity difference affects performance. Liquidity-adjusted alpha is positive and significant (0.94% per month) only for stand-alone onshore funds that have not been affected by strong capital flows from offshore investors through a master-feeder structure. PRESENTER: George Aragon, Associate Professor of Finance, W. P. Carey School of Business, Arizona State University (Arizona)
https://wn.com/Trailer_Offshore_V._Onshore_Hedge_Funds_A_Comparison
How to Make Money Like Top Hedge Fund Managers: Secrets of America's Finance Industry (2013)

How to Make Money Like Top Hedge Fund Managers: Secrets of America's Finance Industry (2013)

  • Order:
  • Duration: 1:08:12
  • Updated: 07 Aug 2013
  • views: 404114
videos
A hedge fund is a collective investment scheme, often structured as a limited partnership, that invests private capital speculatively to maximize capital appreciation. About the book: https://www.amazon.com/gp/product/1118239245/ref=as_li_tl?ie=UTF8&camp=1789&creative=9325&creativeASIN=1118239245&linkCode=as2&tag=tra0c7-20&linkId=a9e6a9474bc3d710513e0c3e533661f5 Hedge funds tend to invest in a diverse range of markets, investment instruments, and strategies; today the term "hedge fund" refers more to the structure of the investment vehicle than the investment techniques. Though they are privately owned and operated, hedge funds are subject to the regulatory restrictions of their respective countries. U.S. regulations, for example, limit hedge fund participation to certain classes of investors and also limit the total number of investors allowed in the fund. Hedge funds are often open-ended and allow additions or withdrawals by their investors. A hedge fund's value is calculated as a share of the fund's net asset value, meaning that increases and decreases in the value of the fund's investment assets (and fund expenses) are directly reflected in the amount an investor can later withdraw. Most hedge fund investment strategies aim to achieve a positive return on investment regardless of whether markets are rising or falling ("absolute return"). Hedge fund managers typically invest money of their own in the fund they manage, which serves to align their own interests with those of the investors in the fund. A hedge fund typically pays its investment manager an annual management fee, which is a percentage of the assets of the fund, and a performance fee if the fund's net asset value increases during the year. Some hedge funds have several billion dollars of assets under management (AUM). As of 2009, hedge funds represented 1.1% of the total funds and assets held by financial institutions. As of April 2012, the estimated size of the global hedge fund industry was US$2.13 trillion. Because hedge funds are not sold to the general public or retail investors, the funds and their managers have historically been exempt from some of the regulation that governs other funds and investment managers with regard to how the fund may be structured and how strategies and techniques are employed. Regulations passed in the United States and Europe after the 2008 credit crisis were intended to increase government oversight of hedge funds and eliminate certain regulatory gaps. During the US bull market of the 1920s, there were numerous private investment vehicles available to wealthy investors. Of that period, the best known today, is the Graham-Newman Partnership founded by Benjamin Graham and Jerry Newman which was cited by Warren Buffett, in a 2006 letter to the Museum of American Finance, as an early hedge fund. Financial journalist Alfred W. Jones is credited with coining the phrase "hedged fund" and is erroneously credited with creating the first hedge fund structure in 1949. Jones referred to his fund as being "hedged", a term then commonly used on Wall Street, to describe the management of investment risk due to changes in the financial markets. In 1968 there were almost 200 hedge funds, and the first fund of funds that utilized hedge funds were created in 1969 in Geneva. In the 1970s, hedge funds specialized in a single strategy, and most fund managers followed the long/short equity model. Many hedge funds closed during the recession of 1969--70 and the 1973--1974 stock market crash due to heavy losses. They received renewed attention in the late 1980s. During the 1990s, the number of hedge funds increased significantly, funded with wealth created during the 1990s stock market rise.[9] The increased interest was due to the aligned-interest compensation structure (i.e. common financial interests) and the promise of above high returns. Over the next decade hedge fund strategies expanded to include: credit arbitrage, distressed debt, fixed income, quantitative, and multi-strategy. US institutional investors such as pension and endowment funds began allocating greater portions of their portfolios to hedge funds. http://en.wikipedia.org/wiki/Hedge_fund
https://wn.com/How_To_Make_Money_Like_Top_Hedge_Fund_Managers_Secrets_Of_America's_Finance_Industry_(2013)
Offshore Fund Tax Regulations webinar

Offshore Fund Tax Regulations webinar

  • Order:
  • Duration: 28:22
  • Updated: 10 Dec 2015
  • views: 155
videos
Increasing post-tax returns to investors has always been a key focus for Fund Managers. With the volatility seen in the emerging markets recently, Fund Managers will now be looking even more closely at how they can enhance post-tax returns to their UK investors. The UK’s Reporting Fund Regime can add real value to the fund as an investment opportunity and failure to take it up could represent a competitive disadvantage. Overview Sutha Kanagarajah, Senior Tax Manager, covered specific topics on the Offshore Fund Tax Regulations. Topics covered: - What is the purpose of the Offshore Fund Rules? - The definition of an Offshore Fund - Introduction to the Reporting Fund Regime - Annual Reporting Fund obligations
https://wn.com/Offshore_Fund_Tax_Regulations_Webinar
What is OFFSHORE INVESTMENT? What does OFFSHORE INVESTMENT mean? OFFSHORE INVESTMENT meaning

What is OFFSHORE INVESTMENT? What does OFFSHORE INVESTMENT mean? OFFSHORE INVESTMENT meaning

  • Order:
  • Duration: 7:49
  • Updated: 20 Apr 2017
  • views: 384
videos
What is OFFSHORE INVESTMENT? What does OFFSHORE INVESTMENT mean? OFFSHORE INVESTMENT meaning - OFFSHORE INVESTMENT definition - OFFSHORE INVESTMENT explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. Offshore investment is the keeping of money in a jurisdiction other than one's country of residence. Offshore jurisdictions are a commonly accepted means of reducing the taxes levied in most countries to both large and small-scale investors alike. Poorly regulated offshore domiciles have served historically as havens for tax evasion, money laundering, or to conceal or protect illegally acquired money from law enforcement in the investor's country. However, the modern, well-regulated offshore centres allow legitimate investors to take advantage of higher rates of return or lower rates of tax on that return offered by operating via such domiciles. The advantage to offshore investment is that such operations are both legal and less costly than those offered in the investor's country - or "onshore". Locations favored by investors for low rates of tax are known as offshore financial centers or (sometimes) tax havens. Offshore centers are widely used and are accessible to anyone who can meet the minimum investment amount or pay the obligatory fees required to open such an entity. Investopedia indicates that, "More than half of the world's assets and investments are held in offshore jurisdictions and many well-recognized companies have investment opportunities in offshore locales." Payment of less tax is the driving force behind most 'offshore' activity. Due to the use of offshore centers, investors are able to conduct investment activities in a more profitable fashion. Often, taxes levied by an investor's home country are critical to the profitability of any given investment. Using offshore-domiciled special purpose mechanisms (or vehicles) an investor may reduce the amount of tax payable, allowing the investor to achieve greater profitability overall. Another reason why 'offshore' investment is considered superior to 'onshore' investment is because it is less regulated, and the behavior of the offshore investment provider, whether he be a banker, fund manager, trustee or stock-broker, is freer than it could be in a more regulated environment. Offshore investing includes investment strategies outside of an investor's home country. Investment opportunities in money-market, bond and equity assets are available through offshore companies. One may also charter an offshore corporation to provide a legal personality, limited liability, transferable shares, a centralized management, and shared ownership. In some cases the investment advantages of such a corporation are offset by legal, corporate and account registration fees imposed by the country in which the offshore account is established. Further, the officers of the corporation may be required to establish residence, own real estate, or meet an investment minimum (depending upon the country this may range up to $1 million). An advantage which accrues from establishing a corporate structure is that although a citizen may be proscribed from establishing an offshore account, they can establish a corporation that can do so. Motivations for investment offshore include: 1. Tax advantages - tax regulations often contain provisions to protect against taxation by multiple jurisdictions which can be exploited for legal tax reductions. Nations intentionally attract business investments through lower tax rates. The corporate-tax trend over the period from 1980 to 2010 has trended lower, with the top rate in OECD countries (excluding America) moving from 51% to 32%. Investing in such an environment can improve the investor's rate of return on investment. 2. Investment diversification - risk can be managed by diversifying investments among a wider range of options than are available for onshore investment.
https://wn.com/What_Is_Offshore_Investment_What_Does_Offshore_Investment_Mean_Offshore_Investment_Meaning
Barron's Buzz: The Top Hedge Funds Are ...

Barron's Buzz: The Top Hedge Funds Are ...

  • Order:
  • Duration: 3:23
  • Updated: 16 May 2014
  • views: 1625
videos
Jack Hough previews Barron's report on top hedge funds and explains why Larry Robbins' Glenview Offshore Opportunity landed at the top of the list. Photo: Roger Hagadone for Barron's. Photo: Roger Hagadone for Barron's Subscribe to the WSJ channel here: http://bit.ly/14Q81Xy Visit the WSJ channel for more video: https://www.youtube.com/wsjdigitalnetwork More from the Wall Street Journal: Visit WSJ.com: http://online.wsj.com/home-page Follow WSJ on Facebook: http://www.facebook.com/wsjlive Follow WSJ on Google+: https://plus.google.com/+wsj/posts Follow WSJ on Twitter: https://twitter.com/WSJLive Follow WSJ on Instagram: http://instagram.com/wsj Follow WSJ on Pinterest: http://www.pinterest.com/wsj/ Follow WSJ on Tumblr: http://www.tumblr.com/tagged/wall-street-journal
https://wn.com/Barron's_Buzz_The_Top_Hedge_Funds_Are_...
Offshore feeder funds closing to new business

Offshore feeder funds closing to new business

  • Order:
  • Duration: 6:10
  • Updated: 03 Feb 2016
  • views: 24
videos
Anil Jughoman from Nedgroup Investments speaks to Alishia Seckam about how the rand’s sharp slide over the past year has forced many fund managers to close their offshore funds to new business;
https://wn.com/Offshore_Feeder_Funds_Closing_To_New_Business
India Budget Proposal 2015 -  Offshore funds and fund managers in india

India Budget Proposal 2015 - Offshore funds and fund managers in india

  • Order:
  • Duration: 6:10
  • Updated: 01 Mar 2015
  • views: 134
videos
Budget 2015 has made an amendment that the Offshore funds shal not have a PE in India merely because of the existence of the fund managers in india.
https://wn.com/India_Budget_Proposal_2015_Offshore_Funds_And_Fund_Managers_In_India
The World's First Offshore Wind Fund | Green Investment Bank

The World's First Offshore Wind Fund | Green Investment Bank

  • Order:
  • Duration: 2:19
  • Updated: 25 Jan 2017
  • views: 221
videos
The story of the world's first offshore wind fund. The Fund, raised by Green Investment Bank, is the first in the world to be dedicated solely to investments in offshore wind power generation and provides long-term institutional investors with the opportunity to access the UK’s green infrastructure sector. Find out more: http://www.greeninvestmentbank.com/news-and-insights/2017/world-s-first-offshore-wind-fund-manager-powers-through-1bn-target/ For more great videos please subscribe: http://bit.ly/GREENTVSUB Website: http://www.green.tv Facebook: https://www.facebook.com/greentv Twitter: @green_tv Business enquiries: hello@green.tv
https://wn.com/The_World's_First_Offshore_Wind_Fund_|_Green_Investment_Bank
The AIFMD Era: To Passport or Not to Passport?

The AIFMD Era: To Passport or Not to Passport?

  • Order:
  • Duration: 1:09:00
  • Updated: 02 Jun 2015
  • views: 665
videos
100 Women in Hedge Funds, DMS Offshore Investment Services and Morrison & Foerster host an update on AIFMD, presented in San Francisco on April 29th, 2015. The experts weigh in on the do’s and don’ts of marketing in Europe, including reverse solicitation, marketing passports, and private placement opportunities. These valuable insights help inform the audience on the best options for raising money in Europe. Panelist include Derek Delaney - Managing Director, DMS, Tara Doyle -Partner at Matheson, Alice Kennon -West Coast PB Sales and Business Consulting at Bank of America Merrill Lynch, Barry Winters -Partner at KPMG and Moderator Kim Tomsen-Partner at Tomsen Riley.
https://wn.com/The_Aifmd_Era_To_Passport_Or_Not_To_Passport
How to get your money offshore   and what to do with the cash once it's in hard currency

How to get your money offshore and what to do with the cash once it's in hard currency

  • Order:
  • Duration: 45:22
  • Updated: 01 Dec 2017
  • views: 0
videos
Biznews founder Alec Hogg is joined by Warwick Asset Management’s head of investments Adrian Meager, fixed interest chief Sidney McKinnon and portfolio manager Thomas Blamey. They'll focus on how you as an investor can invest offshore, and why you should be diversifying.
https://wn.com/How_To_Get_Your_Money_Offshore_And_What_To_Do_With_The_Cash_Once_It's_In_Hard_Currency
Advantages of Offshore Investing with Piet Viljoen

Advantages of Offshore Investing with Piet Viljoen

  • Order:
  • Duration: 12:40
  • Updated: 25 Apr 2012
  • views: 728
videos
(www.abndigital.com) ABN's David Williams speaks with Piet Viljoen, Executive Chairman at RE CM, looking at the advantages of offshore investing, mitigating risks and which local stocks to choose. RE CM has top offshore holdings include Warren Buffett's Berkshire Hathaway and local stock are Discovery and Tiger Brands amongst others.
https://wn.com/Advantages_Of_Offshore_Investing_With_Piet_Viljoen
China Is Planning A Gold-Backed Global Reserve Currency: Hedge Fund Manager Mark Yusko

China Is Planning A Gold-Backed Global Reserve Currency: Hedge Fund Manager Mark Yusko

  • Order:
  • Duration: 2:16
  • Updated: 27 May 2016
  • views: 6924
videos
Get close to 20 hours of audio sessions and video highlights from Strategic Investment Conference 2016 brimming with insights and advice for investors. Listen to over 30 leading experts… and discover how to thrive in a Decade of Disruption and a market buffeted by recession, a meek Federal Reserve, startling new technologies, and worldwide geopolitical turmoil. Learn more here: http://www.mauldineconomics.com/post-sic-virtual-pass
https://wn.com/China_Is_Planning_A_Gold_Backed_Global_Reserve_Currency_Hedge_Fund_Manager_Mark_Yusko
Cordish rolls snake-eyes with offshore investment

Cordish rolls snake-eyes with offshore investment

  • Order:
  • Duration: 4:04
  • Updated: 09 Apr 2013
  • views: 252
videos
According to a report by The Washington Post in a story on offshore tax havens says the Cordish family was allegedly swindled out of $12 million by New York hedge fund manager Brian Callahan. According to the Post, the Cordishes came to Callahan's attention when they were "in the process of setting up four trusts in the Cook Islands through TrustNet and the family eventually placed $116 million worth of assets in them, a transfer they disclosed to the IRS." In the spring of 2006, New York financial planner Brian Callahan and a TrustNet attorney toured the United States with a sales pitch that urged wealthy Americans to invest their money through trusts set up in the Cook Islands. Among the clients that Callahan and the attorney approached was a family that runs a large commercial real estate and casino development company in Baltimore, the Cordish Cos. At the time, the Cordishes were already in the process of creating four trusts in the Cook Islands through TrustNet and the family eventually placed $116 million worth of assets in them, a transfer they disclosed to the IRS. They invested some of the money with Callahan, but instead of protecting their investment, he allegedly swindled the Cordishes out of nearly $12 million, according to previously confidential documents and a civil lawsuit brought by the Securities and Exchange Commission. David Cordish is known for making some very shrewd development bets, but the owner of the Inner Harbor's Power Plant Live! and the Maryland Live! casino appears to have made an investment for which he'd have to give an unfortunate title: Developer Swindled! http://tinyurl.com/bs8hj5v
https://wn.com/Cordish_Rolls_Snake_Eyes_With_Offshore_Investment
Chile: Fund Managers Benefit from UCITS Appeal and Offshore Pension Fund Flows

Chile: Fund Managers Benefit from UCITS Appeal and Offshore Pension Fund Flows

  • Order:
  • Duration: 6:09
  • Updated: 26 Jun 2011
  • views: 251
videos
Daniel Enskat, Head of Global Consulting for Strategic Insight, speaks with Marlon Valle, NY-based Research Analyst, about the firm's latest research piece: "Spotlight on Chile: Fund Managers Benefit from UCITS Appeal and Offshore Pension Fund Flows " - www.sionline.com
https://wn.com/Chile_Fund_Managers_Benefit_From_Ucits_Appeal_And_Offshore_Pension_Fund_Flows
Onshore Versus Offshore RMB

Onshore Versus Offshore RMB

  • Order:
  • Duration: 7:25
  • Updated: 08 Feb 2016
  • views: 1280
videos
Fran Rodilosso, Portfolio Manager, Fixed Income ETFs, explains the differences between onshore and offshore Renminbi and where he expects the currency to be headed in the future. “The main difference between the onshore and offshore trading of the RMB is that onshore RMB trading is highly restricted. For the most part, only certain onshore entities are allowed to engage in foreign exchange transactions on the onshore RMB.”
https://wn.com/Onshore_Versus_Offshore_Rmb
#8 Offshore

#8 Offshore

  • Order:
  • Duration: 2:07
  • Updated: 09 Dec 2014
  • views: 220
videos
Offshore investing can be a key part of diversification.
https://wn.com/8_Offshore
Is it time invest offshore?

Is it time invest offshore?

  • Order:
  • Duration: 11:01
  • Updated: 12 Feb 2016
  • views: 222
videos
International institutions like the World Bank and International Monetary Fund predict South Africa's GDP growth for 2016 to be less than 1 per cent. At the same time, the rand has weakened markedly against the major currencies. Are these compelling reasons for investors to take their money offshore?Joining CNBC Africa to discuss the case for increased offshore exposure are Andrew Morton, Head of Product Enablement at FNB Financial Advisory ; Mark Lindheim, Chief Investment Officer at Investment Solutions and Urvesh Desai, Global Equity Manager of Old Mutual Investment Group; Macro Solutions Division.
https://wn.com/Is_It_Time_Invest_Offshore
Ask the Experts: First State Global Infrastructure Fund

Ask the Experts: First State Global Infrastructure Fund

  • Order:
  • Duration: 7:38
  • Updated: 20 Oct 2015
  • views: 166
videos
Trent Koch, Portfolio Manager, First State Investments 1. Why should investors consider an allocation into listed infrastructure? 2. What does your research process look like? Could you tell us more about your approach to stock selection? 3. How has the global infrastructure sector performed this year, and has it been affected by the plunge in oil and commodity prices? 4. How has the fund performed this year? Which allocations across different countries and sectors contributed the most to your returns over the course of this year? 5. Where do you see investment opportunities? Are there any sectors within infrastructure that you are bullish or bearish on? Why? 6. What is your outlook for the global infrastructure sector over the next two to three years?
https://wn.com/Ask_The_Experts_First_State_Global_Infrastructure_Fund
ALFI Interview - Impact of AIFMD on depositories and hedge funds

ALFI Interview - Impact of AIFMD on depositories and hedge funds

  • Order:
  • Duration: 6:45
  • Updated: 03 Jul 2012
  • views: 1729
videos
Michael Ferguson, Partner of Ernst & Young and Co-Chair of the ALFI Hedge Funds Sub Committee, gives an update on trends in the hedge fund industry with the approach of the AIFMD, which Mr Ferguson believes may cause some re-domiciliation to make distribution easier in Europe. He explains that the so-called Level 2 guidance of the AIFMD, which will give more detail of the implementation, is still open, and he believes that there will be a transitional phase whereby managers will retain their offshore funds but set up parallel funds in Europe to facilitate distribution. The hotly debated topic of the role of the depository, and depositories will start reorganising themselves after the detail is known. Mr Ferguson outlines the changes which may take place, for example it may set restrictions on prime brokers' collateral requirements, depositories could say that they will only work with certain prime brokers, or some global depositories may only work with their in-house prime broker. AIFMD also imposes strict risk management and conflict of interest procedures, and Mr Ferguson outlines the processes that Luxembourg has already put in place for the specialised investment funds, whereby the funds have to formalise the processes and submit details of the CSSF, the Luxembourg regulators. The impact of this could be the creation of "plug and play" platforms, whereby the infrastructure platform will provide the risk management and the investment manager will focus on investment advisory.
https://wn.com/Alfi_Interview_Impact_Of_Aifmd_On_Depositories_And_Hedge_Funds
Invest Offshore in a Managed FX Fund

Invest Offshore in a Managed FX Fund

  • Order:
  • Duration: 5:07
  • Updated: 09 May 2013
  • views: 505
videos
Currency War is Heating Back Up - Just before 1pm Chicago time the Yen broke par against the Dollar for the first time since the week of April 6, 2009 (low 98.67). Then the Euro fell out of bed. Then the Swiss got clubbed like a baby seal. The Aussie. The Pound. The Canadian. Everything but the Dollar got crushed. RIGHT AT 1pm Chicago time. The Aussie (v. Dollar) went right to March lows. Aggressive types could sell SHORT DATED PUTS (week 2 or 3) into this whack job....but be careful. Algos having a field day.....just the type of "momentum" they prey on. http://www.commoditytrader.com/2013/05/currency-war-is-heating-back-up/ The Quantum Managed FX Fund is a specialised multi-manager investment product that brings together the strength and expertise of different investment managers and advisers all under one sub-fund. By selecting different managers with proven styles and strengths, the fund provides you with a broad portfolio of investments, superior diversification, enhanced risk management and access to some of the best specialists in the FX industry. What's more, the Quantum multi-manager strategy offers all the benefits of a managed fund plus attractive potential returns, affordability and the convenience of being able to blend different investment strategies and trading styles in a single vehicle. For a detailed brochure please contact http://www.investoffshore.com
https://wn.com/Invest_Offshore_In_A_Managed_Fx_Fund
Former Lehman veterans roll out one of the first systematic, innovative volatility funds

Former Lehman veterans roll out one of the first systematic, innovative volatility funds

  • Order:
  • Duration: 14:50
  • Updated: 11 May 2012
  • views: 1892
videos
Subscribe to this channel: http://www.youtube.com/OpalesqueTV Volvar Asset Management (Volvar AM) is a Paris-based independent asset management company specialized on the volatility asset class. Their first fund is seeded by IMQubator, the seeding fund to which Dutch pensions giant APG has committed €250mln in 2009. Volvar AM will shortly launch the innovative, long/short Volvar Eurozone Volatility Fund which aims at both absolute return and anti-correlation. It is one of the first systematic funds within an emerging asset class. Although fully systematic, the portfolio management process is centered on ex-ante qualitative objectives. The fund combines protection strategies (directed to exploit the negative beta of the asset class) with return strategies (based on being carry positive to monetise the asset class risk premium). Adaptative portfolio risk control aims at performance preservation should volatility collapse. By focusing purely on volatility, the fund avoids contingent risks that can haunt other volatility funds. In addition, the fund does not apply directional exposure, nor leverage. This Opalesque.TV BACKSTAGE feature of Nadejda Rakovska, partner at Volvar AM, is a succinct example of IMQubator's principle to "look for people who have a passion and a drive for their business, and for whom setting up their own firm is a logical step in their total career development for which they basically have been preparing over many years." (Jeroen Tielman, CEO and Founder of IMQ Investment Management in an Opalesque.TV portrait accessible here: http://www.opalesque.tv/hedge-fund-videos/Jeroen_Tielman/1). While Volvar' AMs fund is new, the model is proven since 2006, a first version being created and implemented within a Lehman Brothers AM offshore fund as a systematic volatility strategy aiming at absolute return and anti-correlation with equities. Lehman Brothers' issues caused a premature interruption at that time. Since 2011, Volvar AM is authorized and regulated by the AMF, the French Security and Exchange Authority. The Volvar Eurozone Volatility Fund's capacity could eventually grow to EUR 1 billion. Nadejda Rakovska is a senior portfolio manager with 10 years experience in the industry. Former equity derivatives trader, she started at Commerzbank NY in 2001 before joining Lehman Brothers Investment Management Division in 2005 to set up their European volatility portfolio management. At the creation of the European quant group for Lehman Brothers she participated in all aspects of the launch of that business unit. Together with Yves Coignard (Volvar AM's CIO), she developed and implemented systematic equity and volatility strategies, among which the first generation of the Eurostoxx volatility strategy presented here. Nadejda holds a business degree from ESCP Europe and a MSc in Economics and Statistics from ENSAE. She can be reached at nadejda.rakovska@volvarasset.com. Nadejda's partner Yves Coignard participated at the Opalesque 2012 France Roundtable. the transcript can be downloaded here: http://www.opalesque.com/RT/RoundtableFrance2012.html
https://wn.com/Former_Lehman_Veterans_Roll_Out_One_Of_The_First_Systematic,_Innovative_Volatility_Funds
Hedge Funds Nuts & Bolts: Vehicles and Structures

Hedge Funds Nuts & Bolts: Vehicles and Structures

  • Order:
  • Duration: 58:18
  • Updated: 22 Sep 2016
  • views: 1268
videos
In this webinar, attorneys from Dechert’s Financial Services and Investment Management Group examined the building blocks of hedge fund structure, including the principal drivers for choosing partnerships and offshore companies to achieve particular results for fund investors.
https://wn.com/Hedge_Funds_Nuts_Bolts_Vehicles_And_Structures
Claude Porret: Why investing with Emerging Managers can be safer than "legends" hedge funds

Claude Porret: Why investing with Emerging Managers can be safer than "legends" hedge funds

  • Order:
  • Duration: 27:07
  • Updated: 13 Sep 2011
  • views: 2209
videos
Subscribe to this channel: http://www.youtube.com/OpalesqueTV 47 Degrees North Capital Management is a specialist alternative investment firm offering institutional investors access to early-stage managers, innovative strategies and thematic hedge fund investments. Claude Porret is CEO of the Pfaeffikon, Switzerland based firm set up in in 2006. Before founding 47North, she was Member of the Management Committee and Head of RMF Hedge Fund Ventures and responsible for 19 hedge fund seeding deals at RMF. RMF today is part of the Man Group. Contrary to the prevalent perception, Claude Porret and her team found that investing in Emerging Managers is less risky than investing in the larger or even "legends" hedge funds -- particularly during financial crises. In this Opalesque. TV BACKSTAGE video, Claude talks about her experiences as an investor in Emerging Managers and "innovative strategies" (or "alternative alternatives" strategies). Hear more about: - 47 Degrees North's investment approach: Opportunistic bottom-up fund selection supported by macroeconomic and quantitative analysis - The significance of peer group ranking - UCITS Funds: Suitable for opportunistic tactics, but thorough legal due diligence is mandatory - Why 47 North dismissed 710 of 750 reviewed UCITS funds - Why UCITS should be combined with offshore funds - "Invest like CalPERS": 47°N's Services & Products - Diversification benefits of innovative strategies 47 North follows a bottom-up investment process consistent with its macro-economic outlook and supported by quantitative analysis. 47°N sources and screens early-stage and specialist managers at the frontier of traditional hedge fund investing, leveraging the firm's expertise and wide network of industry relationships. 47°N requires a high degree of transparency from potential managers which allows a detailed understanding of how strategy returns are generated and the risk factors driving returns. California-based pension fund CalPERS and the London-based Guinness family both hold a minority interest in 47 Degrees North Capital Management. 47 North runs parts of CalPERS' emerging manager program and also has a strategic partnership with Iveagh, the Guinness family office based in London. 47 Degrees North Capital Management is registered with the SEC.
https://wn.com/Claude_Porret_Why_Investing_With_Emerging_Managers_Can_Be_Safer_Than_Legends_Hedge_Funds
2017 10th Annual Shipping, Marine Services & Offshore Forum - Shipping, Private Equity

2017 10th Annual Shipping, Marine Services & Offshore Forum - Shipping, Private Equity

  • Order:
  • Duration: 36:02
  • Updated: 21 Sep 2017
  • views: 49
videos
Panel: Shipping, Private Equity and Alternative Financing Moderator: Mr. Panos Katsambas, PartnerReed Smith Panelists: Mr. Anders Meyerhoff, PrincipalApax Partners Mr. Andreas B. Povlsen, Founder & CEOBreakwater Capital Mr. Andrian Dacy, CIO & Head of Global TransportationJ.P. Morgan Asset Management Mr. Paulo Almeida, Portfolio Manager – Tufton Oceanic Ltd.
https://wn.com/2017_10Th_Annual_Shipping,_Marine_Services_Offshore_Forum_Shipping,_Private_Equity