• What is OFFSHORE FUND? What does OFFSHORE FUND mean? OFFSHORE FUND meaning & explanation

    What is OFFSHORE FUND? What does OFFSHORE FUND mean? OFFSHORE FUND meaning - OFFSHORE FUND definition - OFFSHORE FUND explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. An offshore fund is a term which generally refers to a collective investment scheme domiciled in an offshore jurisdiction. Like the term "offshore company", the term is more descriptive than definitive, and both the words 'offshore' and 'fund' may be construed differently. The reference to offshore, in the classic case, usually means a traditional offshore jurisdiction such as the Cayman Islands, Jersey or the British Virgin Islands. However, the term is also frequently used to include other corporate domiciles popular for cross border investment structurin...

    published: 20 Apr 2017
  • 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
  • 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
  • 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
  • When European UCITS funds become a success model for U.S. fund managers

    Subscribe to this channel: http://www.youtube.com/OpalesqueTV Drew Hayworth is one of three founders of Madison Street Partners LLC, a $380 million long/short equity fund in Denver, Colorado. The firm was launched in 2004 and focuses on a core value investing proposition based on bottom up stock picking both long and short. As a special twist compared to usual long/short value investors, Madison runs about one third of assets in a tactical trading component that thrives on volatility and liquidity. In this Opalesque.TV Backstage interview, Drew explains the process, significant benefits and also issues around setting up an UCITS fund. For Madison Street Partners, running an UCITS fund has become a success model, it is the "new, big fund structure" globally and the UCITS relevance and size...

    published: 05 Apr 2011
  • 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
  • 2nd Annual Offshore Investment Funds Summit

    DMS Annual Offshore Investment Funds Summit attracted over 100 hedge fund managers, investors, lawyers and finance professionals, who discussed the current state of the Brazilian fund market, the challenges that face investors and the most efficient practices when fund raising onshore and offshore.

    published: 17 Jan 2013
  • Offshore Wealth Management

    We do not make investment recommendations. However, for Client's who do not want to self-direct their own investment decisions we do recommend to them top-tier Advisory or Discretionary Management "Wealth Managers" who utilize an All Weather Retirement Income methodology. By All Weather I mean that the portfolio is actively managed at all times both Long and Short. The Portfolio is kept current to capture gains in "things" which go up and to capture gains from "things" which go down. We do not recommend "Wealth Managers" who attempt to predict the future direction of any investment nor those who would use a "buy and hold" strategy. Buy and Hold is not an investment strategy and it has been proven time and time again that non-correlated asset allocation does not work. Active Long and Short...

    published: 21 Jan 2013
  • Sea change in Germany as search for yield, diversification pressures investors to allocate..

    Marcus Storr is Head of Hedge Funds at FERI. Based in Bad Homburg near Frankfurt, FERI was founded in 1987 and has become a leading investment manager to private and institutional investors and foundations in German speaking Europe. From FERI’s total asset base of around 27 billion EUR, 1 billion are invested in various hedge fund strategies, making FERI the largest hedge fund investor in Germany. With a team of eight, FERI employs the largest hedge fund research team in Germany and has been investing in hedge funds since 1999. In this Opalesque.TV BACKSTAGE video, Marcus Storr talks about the current change of landscape among German institutional investors who after having spent significant amounts of time to educate themselves on alternative investments are now starting allocating to he...

    published: 11 Apr 2016
  • Offshore Fund Return

    Bambang Brodjonegoro is urging Indonesian with offshore accounts to return their funds. The government aims to have the funds transfered to onshore accounts within a year.

    published: 12 Apr 2016
  • 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
  • Tougher corporate governance on off-shore private equity investing

    Alex Last, partner of Mourant Ozannes, says institutional investors are now looking more closely at the compliance structure of fund managers from a corporate governance perspective when investing in off-shore funds

    published: 26 Oct 2012
  • 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
  • The future of the offshore fund domiciles

    published: 31 Jul 2010
  • Was investing offshore the right move?

    " Kyle Wales, Portfolio Manager at Old Mutual Investment Group's Titan boutique spoke with Alishia Seckam at Business Day TV to discuss the spike in offshore investments post 2018 budget "

    published: 05 Apr 2018
  • Trailer: Inside Cayman's Hedge Fund Industry

    With more than 9,000 domiciled there, the Cayman Islands is the world's most popular jurisdiction for hedge funds. This session will take a look at the state of the industry and the pros and cons of Cayman for sponsors and investors, including the following topics: - Professional Directors - Conflicts of Interest - Transparency - Regulation - Cost PRESENTERS: Don Seymour, Founder, DMS Offshore Investment Services (Cayman Islands) John Prout, Executive Director, Foundation for Fund Governance (Washington, DC) Matt Mulry, Partner, Dillon Eustace (Cayman Islands)

    published: 16 May 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
  • Case 6-2 Managing Offshore Investments: Whose Currency? The Offshore

    Case 6-2 Managing Offshore Investments: Whose Currency? The Offshore Investment Fund (OIF) was incorporated in Fairfield, Connecticut, for the sole purpose of allowing U.S. share- holders to invest in Spanish securities. The fund is listed on the New York Stock Exchange. The fund custodian is the Shady Rest Bank and Trust Company of Connecticut (“Shady Rest”), which keeps the fund’s accounts. The question of which currency to use in keeping the fund’s books arose at once. Shady Rest prepared the fund’s books in euros, since the fund was a country fund that invested solely in securities listed on the Madrid Stock Exchange. Subsequently, the fund’s auditors stated that, in their opinion, the functional currency should be the U.S. dollar. This case is based on an actual occurrence. Names and ...

    published: 24 Feb 2018
  • How Hedge Fund Managers Are Paid?

    BREAKING DOWN Two And Twenty The 2% management fee is paid to hedge fund managers regardless of the funds performance. A hedge fund manager with $1 billion of assets under management (AUM) earns $20 million even if the fund performs poorly. Typically this equates to 2. Top 25 hedge fund managers take pay cut, now average $400 salaries article. Hedge fund structure and fees (video) highest earning hedge managers 2016 forbes. Billion in compensation 2014, an average of $400 million each, even as hedge funds overall they keep whatever is left the management fees and profits when all expenses fund salaries their workers are paid, so above jul 4, 2017 some managers must meet a hurdle rate before getting paid. This payment is usually structured as a fee that paid by the fund to ''apr 19, 2011. T...

    published: 12 Dec 2017
  • Budget Speech 2018 and investing offshore – insights from Investec

    Investec’s panel of experts discuss whether or not there’ll be a big outflow to offshore investments now that prudential limits have been increased. Ronelle Hutchinson, Investec Wealth & Investment portfolio manager, believes that moving the prudential investment guidelines from 25% to 30% is a positive developments as it’s the optimal asset allocation that a South African investor needs for offshore allocation. “But if you look at most SA investors, the big move has largely been done,” she adds. Get more insights from the Investec #Budget2018 panel discussion here: http://bit.ly/2FEGruQ

    published: 22 Mar 2018
  • The Cayman Islands & Starting a Cryptocurrency Fund

    Attorney Adam Tracy responds to inquiries regarding the efficacy of starting a cryptocurrency related company in the Cayman Islands --- Bitcoin website: http://www.bitcoin-lawyer.org Primary website: http://www.tracyfirm.com Twitter: https://twitter.com/TracyFirm Youtube: https://www.youtube.com/channel/UCVOa8Iy_RIkmRPwuQliPKfw Linkedin: https://www.linkedin.com/in/adamtracy/ Facebook: https://www.facebook.com/thetracyfirm/ Instagram: @adamtracyattorney Telegram: @adam_tracy Skype: @adamtracyesq Email me: at@tracyfirm.com

    published: 20 Oct 2017
  • Big Story - FM's Big Bang Step On Offshore Fund Taxation

    The Finance Minister is moving to improve FII sentiment by addressing the key tax concerns of FIIs and fund managers investing in India. In an attempt to stop the exodus of fund managers, he says that location should not be a determining factor for taxation or treatment as business income. Bloomberg TV India asks Nishith Desai, Founder & Managing Partner at Nishith Desai Associates, to share his view on the move.

    published: 13 Sep 2013
  • Offshore asset protection - Trust vs RAPS

    The Tax Deferred Foreign Retirement Account (RAPS) is reported on FBAR and IRS Form 8938 is "Excluded" from Reporting by the IRS because it is an IRA Account. The Foreign Retirement Plan Administrator is specifically excluded from reporting under FATCA Law. Therefore the Luxembourg Investment Account Custodian has no USA reporting or withholding requirement. No withholding or reporting requirement is the reason the Active Custodian is willing to open an account for a USA person in Luxembourg. There are no USA Person "Offshore" Fund Choice Restrictions and no PFIC nor FATCA issues." For more information visit http://www.investoffshore.com

    published: 19 Jan 2013
  • 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
developed with YouTube
What is OFFSHORE FUND? What does OFFSHORE FUND mean? OFFSHORE FUND meaning & explanation
5:09

What is OFFSHORE FUND? What does OFFSHORE FUND mean? OFFSHORE FUND meaning & explanation

  • Order:
  • Duration: 5:09
  • Updated: 20 Apr 2017
  • views: 883
videos
What is OFFSHORE FUND? What does OFFSHORE FUND mean? OFFSHORE FUND meaning - OFFSHORE FUND definition - OFFSHORE FUND explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. An offshore fund is a term which generally refers to a collective investment scheme domiciled in an offshore jurisdiction. Like the term "offshore company", the term is more descriptive than definitive, and both the words 'offshore' and 'fund' may be construed differently. The reference to offshore, in the classic case, usually means a traditional offshore jurisdiction such as the Cayman Islands, Jersey or the British Virgin Islands. However, the term is also frequently used to include other corporate domiciles popular for cross border investment structuring, such as Delaware and Luxembourg. In the widest sense, offshore is sometimes used to include any type of cross border collective investment scheme, and popular fund domiciles such as Ireland may be included within the definition of offshore, notwithstanding their substantial size as a country. Similarly, although the reference to fund can be taken to include any sort of collective investment, within offshore jurisdictions themselves, the term offshore fund is often limited to purely open-ended investment funds (i.e. a fund where the investor can redeem his investment during the life of the fund) where the investment is by way of equity (rather than by debt). This is often because closed-ended investment funds (where the investor cannot redeem out), and funds where the investment is structured by way of debt, are not normally subject to the usual regulatory requirements for investments funds, and so are not treated as funds in the stricter sense of that word. Although the term is often used as a simply descriptive one, many onshore countries have specific definitions in their legislation or their tax codes for when an investment is treated as an offshore fund. For example, in the United Kingdom see the Offshore Funds (Tax) Regulations 2009, and in the United States see section 871 of the Internal Revenue Code of 1986. Most developed offshore jurisdictions provide a broadly similar regulatory regime in relation to funds formed in their country. Typically, the regulatory regime will take a two tier approach, making a distinction between funds which are offered generally to members of the public (which will require a high degree of regulation because of the nature of potential investors), and non-public funds. Non-public funds are usually either categorised as private funds or professional funds or some equivalent label. Typically, investors in non-public funds can be assumed to be sophisticated because of the nature of the offering – there may, for example, be a high minimum initial investment, say US$100,000, and/or a requirement that investors establish that they are "professional investors" (although some offshore jurisdictions allow investors to self-certify this). Alternatively the fund may be designed for a small and select group of investors and the constitutional documents will limit the number of investors, say to no more than 50. Although most offshore jurisdictions permit funds to obtain licences to operate as public funds, the onerous regulatory requirements associated with such licences usually means that only a small minority of offshore funds are available for subscription by the general public. Most offshore domiciling of funds tends to be regulatory driven rather than tax driven. The relative absence of regulation relating to leveraging and investment strategies in offshore jurisdictions encourages higher risk funds, such as hedge funds, to form themselves in those jurisdictions. Typically the offshore jurisdiction in which a fund is incorporated will not impose any direct taxation on the income of the fund. Nor will it impose any withholding or similar income taxes on distributions by the fund to its investors. However, this does not normally operate to exempt the fund from taxes which may arise as a result of its investment activities in other countries. So, for example, if a fund former in the Cayman Islands realises a capital gain on trade in New York, it will still normally be liable to U.S. capital gains tax in the usual way. Similarly, if a person domiciled in the United Kingdom invests in a Guernsey fund, they will still be liable to taxation of income and capital gains received under British tax laws (subject to the rules on remittance of foreign earned income), notwithstanding the absence of any taxation imposed in Guernsey.
https://wn.com/What_Is_Offshore_Fund_What_Does_Offshore_Fund_Mean_Offshore_Fund_Meaning_Explanation
India Budget Proposal 2015 -  Offshore funds and fund managers in india
6:10

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

  • Order:
  • Duration: 6:10
  • Updated: 01 Mar 2015
  • views: 153
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
Offshore Fund Tax Regulations webinar
28:22

Offshore Fund Tax Regulations webinar

  • Order:
  • Duration: 28:22
  • Updated: 10 Dec 2015
  • views: 195
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
Trailer: Offshore v. Onshore Hedge Funds: A Comparison
4:15

Trailer: Offshore v. Onshore Hedge Funds: A Comparison

  • Order:
  • Duration: 4:15
  • Updated: 16 May 2013
  • views: 1503
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
When European UCITS funds become a success model for U.S. fund managers
14:49

When European UCITS funds become a success model for U.S. fund managers

  • Order:
  • Duration: 14:49
  • Updated: 05 Apr 2011
  • views: 1867
videos
Subscribe to this channel: http://www.youtube.com/OpalesqueTV Drew Hayworth is one of three founders of Madison Street Partners LLC, a $380 million long/short equity fund in Denver, Colorado. The firm was launched in 2004 and focuses on a core value investing proposition based on bottom up stock picking both long and short. As a special twist compared to usual long/short value investors, Madison runs about one third of assets in a tactical trading component that thrives on volatility and liquidity. In this Opalesque.TV Backstage interview, Drew explains the process, significant benefits and also issues around setting up an UCITS fund. For Madison Street Partners, running an UCITS fund has become a success model, it is the "new, big fund structure" globally and the UCITS relevance and size will continue to increase. The firm is registered as an investment adviser with the United States SEC and runs two U.S. domestic funds as well as an offshore fund and a UCITS fund. Its largest client base is in Europe.
https://wn.com/When_European_Ucits_Funds_Become_A_Success_Model_For_U.S._Fund_Managers
How to Make Money Like Top Hedge Fund Managers: Secrets of America's Finance Industry (2013)
1:08:12

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: 410465
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)
2nd Annual Offshore Investment Funds Summit
5:52

2nd Annual Offshore Investment Funds Summit

  • Order:
  • Duration: 5:52
  • Updated: 17 Jan 2013
  • views: 189
videos
DMS Annual Offshore Investment Funds Summit attracted over 100 hedge fund managers, investors, lawyers and finance professionals, who discussed the current state of the Brazilian fund market, the challenges that face investors and the most efficient practices when fund raising onshore and offshore.
https://wn.com/2Nd_Annual_Offshore_Investment_Funds_Summit
Offshore Wealth Management
3:10

Offshore Wealth Management

  • Order:
  • Duration: 3:10
  • Updated: 21 Jan 2013
  • views: 234
videos
We do not make investment recommendations. However, for Client's who do not want to self-direct their own investment decisions we do recommend to them top-tier Advisory or Discretionary Management "Wealth Managers" who utilize an All Weather Retirement Income methodology. By All Weather I mean that the portfolio is actively managed at all times both Long and Short. The Portfolio is kept current to capture gains in "things" which go up and to capture gains from "things" which go down. We do not recommend "Wealth Managers" who attempt to predict the future direction of any investment nor those who would use a "buy and hold" strategy. Buy and Hold is not an investment strategy and it has been proven time and time again that non-correlated asset allocation does not work. Active Long and Short management does work when applied to investments that have a market maker and for which instant liquidity is guaranteed without gates or blocks. In summary: the Advisory or Discretionary Manager we would recommend for a retirement plan would be better than stocks, bonds, funds and bank deposits. With an All Weather portfolio a drop, shall we say, of 90% in the Stock market would create a massive income to the portfolio. These Advisors and Managers never invest in Mutual Funds because a diversified mutual fund can not be hedged! We assist with structures for tax efficiency FROM offshore. We do not provide investment advise. For more information please visit http://www.investoffshore.com
https://wn.com/Offshore_Wealth_Management
Sea change in Germany as search for yield, diversification pressures investors to allocate..
31:05

Sea change in Germany as search for yield, diversification pressures investors to allocate..

  • Order:
  • Duration: 31:05
  • Updated: 11 Apr 2016
  • views: 314
videos
Marcus Storr is Head of Hedge Funds at FERI. Based in Bad Homburg near Frankfurt, FERI was founded in 1987 and has become a leading investment manager to private and institutional investors and foundations in German speaking Europe. From FERI’s total asset base of around 27 billion EUR, 1 billion are invested in various hedge fund strategies, making FERI the largest hedge fund investor in Germany. With a team of eight, FERI employs the largest hedge fund research team in Germany and has been investing in hedge funds since 1999. In this Opalesque.TV BACKSTAGE video, Marcus Storr talks about the current change of landscape among German institutional investors who after having spent significant amounts of time to educate themselves on alternative investments are now starting allocating to hedge funds in a meaningful way. This move is of course a consequence of the pressure investors are facing to find new sources of yield and diversification. Storr also believes there are attractive opportunities for overseas funds to market again to German and European investors. While currently about 80-90% of German institutions will invest in UCITS, not offshore hedge funds, that may change as initiatives are underway in Germany and Europe to partly remove the regulatory hurdle for offshore funds. He also explains how Asians deal with AFIMD differently than US managers, and how the interpretations of AIFMD and subsequently marketing activities differ greatly amongst managers. FERI’s research has also shown that the quality of UCITS funds has recently increased, however these funds still have an average “tracking error” to offshore 1-2% p.a. Interestingly, this tracking error, according to FERI, does not exist between L/S UCITS and offshore funds. Hear Marcus Storr also speak about: - It’s Coupon Time! But where to put the money? Where and how do German institutions allocate to hedge funds now? - The drivers for the recent increase in quality of UCITS funds - How has AIFMD changed the landscape in Europe and globally? - Why “reverse solicitation” isn’t just an email any more - Why UCITS is still a draw for investors and mostly larger managers - FERI’s recommendation to non-EU managers to tap the German and European investor bases Marcus Storr is Head of Hedge Funds at FERI AG. Before that, he was Head of Strategic Advisory Team at Sächsische Landesbank, Director, Global Equities at Dresdner Kleinwort Wasserstein, London and Vice President, Global Equities at JPMorgan Chase / Robert Flemings Ltd., London. He also was a consultant to High Networth Individuals at Berliner Volksbank eG, Berlin.
https://wn.com/Sea_Change_In_Germany_As_Search_For_Yield,_Diversification_Pressures_Investors_To_Allocate..
Offshore Fund Return
1:25

Offshore Fund Return

  • Order:
  • Duration: 1:25
  • Updated: 12 Apr 2016
  • views: 33
videos
Bambang Brodjonegoro is urging Indonesian with offshore accounts to return their funds. The government aims to have the funds transfered to onshore accounts within a year.
https://wn.com/Offshore_Fund_Return
What is OFFSHORE INVESTMENT? What does OFFSHORE INVESTMENT mean? OFFSHORE INVESTMENT meaning
7:49

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

  • Order:
  • Duration: 7:49
  • Updated: 20 Apr 2017
  • views: 684
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
Tougher corporate governance on off-shore private equity investing
6:46

Tougher corporate governance on off-shore private equity investing

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  • Duration: 6:46
  • Updated: 26 Oct 2012
  • views: 126
videos
Alex Last, partner of Mourant Ozannes, says institutional investors are now looking more closely at the compliance structure of fund managers from a corporate governance perspective when investing in off-shore funds
https://wn.com/Tougher_Corporate_Governance_On_Off_Shore_Private_Equity_Investing
Offshore feeder funds closing to new business
6:10

Offshore feeder funds closing to new business

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  • Duration: 6:10
  • Updated: 03 Feb 2016
  • views: 28
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
The future of the offshore fund domiciles
9:54

The future of the offshore fund domiciles

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  • Duration: 9:54
  • Updated: 31 Jul 2010
  • views: 157
videos
https://wn.com/The_Future_Of_The_Offshore_Fund_Domiciles
Was investing offshore the right move?
5:53

Was investing offshore the right move?

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  • Duration: 5:53
  • Updated: 05 Apr 2018
  • views: 51
videos
" Kyle Wales, Portfolio Manager at Old Mutual Investment Group's Titan boutique spoke with Alishia Seckam at Business Day TV to discuss the spike in offshore investments post 2018 budget "
https://wn.com/Was_Investing_Offshore_The_Right_Move
Trailer: Inside Cayman's Hedge Fund Industry
6:49

Trailer: Inside Cayman's Hedge Fund Industry

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  • Duration: 6:49
  • Updated: 16 May 2013
  • views: 676
videos
With more than 9,000 domiciled there, the Cayman Islands is the world's most popular jurisdiction for hedge funds. This session will take a look at the state of the industry and the pros and cons of Cayman for sponsors and investors, including the following topics: - Professional Directors - Conflicts of Interest - Transparency - Regulation - Cost PRESENTERS: Don Seymour, Founder, DMS Offshore Investment Services (Cayman Islands) John Prout, Executive Director, Foundation for Fund Governance (Washington, DC) Matt Mulry, Partner, Dillon Eustace (Cayman Islands)
https://wn.com/Trailer_Inside_Cayman's_Hedge_Fund_Industry
Chile: Fund Managers Benefit from UCITS Appeal and Offshore Pension Fund Flows
6:09

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

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  • Duration: 6:09
  • Updated: 26 Jun 2011
  • views: 257
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
Case 6-2 Managing Offshore Investments: Whose Currency? The Offshore
4:37

Case 6-2 Managing Offshore Investments: Whose Currency? The Offshore

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  • Duration: 4:37
  • Updated: 24 Feb 2018
  • views: 2
videos
Case 6-2 Managing Offshore Investments: Whose Currency? The Offshore Investment Fund (OIF) was incorporated in Fairfield, Connecticut, for the sole purpose of allowing U.S. share- holders to invest in Spanish securities. The fund is listed on the New York Stock Exchange. The fund custodian is the Shady Rest Bank and Trust Company of Connecticut (“Shady Rest”), which keeps the fund’s accounts. The question of which currency to use in keeping the fund’s books arose at once. Shady Rest prepared the fund’s books in euros, since the fund was a country fund that invested solely in securities listed on the Madrid Stock Exchange. Subsequently, the fund’s auditors stated that, in their opinion, the functional currency should be the U.S. dollar. This case is based on an actual occurrence. Names and coun- try of origin have been changed to ensure anonymity. Effects of the Decision The decision to possibly adopt the U.S. dollar as the functional currency for the fund created considerable managerial headaches. For one thing, the work of rewriting and reworking the accounting transactions was a monumental task that delayed the publication of the annual accounts. The concept of the functional currency was a foreign con- cept in Spain, and the effects of the func- tional currency choice were not made clear to the managers. Consequently, they continued to manage the fund until late in November without appreciating the impact the currency choice had on the fund’s results. Additional difficulties caused by the functional currency choice were: a. Shady Rest, with some billion in various funds under manage- ment, still had not developed an adequate multicurrency account- ing system. Whereas accounting for a security acquisition would normally be recorded in a simple bookkeeping entry, three entries were now required. In addition, payment for the purchase itself could impact the income statement in the current period. b. More serious
https://wn.com/Case_6_2_Managing_Offshore_Investments_Whose_Currency_The_Offshore
How Hedge Fund Managers Are Paid?
0:47

How Hedge Fund Managers Are Paid?

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  • Duration: 0:47
  • Updated: 12 Dec 2017
  • views: 12
videos
BREAKING DOWN Two And Twenty The 2% management fee is paid to hedge fund managers regardless of the funds performance. A hedge fund manager with $1 billion of assets under management (AUM) earns $20 million even if the fund performs poorly. Typically this equates to 2. Top 25 hedge fund managers take pay cut, now average $400 salaries article. Hedge fund structure and fees (video) highest earning hedge managers 2016 forbes. Billion in compensation 2014, an average of $400 million each, even as hedge funds overall they keep whatever is left the management fees and profits when all expenses fund salaries their workers are paid, so above jul 4, 2017 some managers must meet a hurdle rate before getting paid. This payment is usually structured as a fee that paid by the fund to ''apr 19, 2011. This seems lofty, but bear in mind that most hedge funds don't employ graduates straight out of university elephant fund managers make $100 million a year ceos look like mendicantsmar 14, 2017 doesn't mean managers, long known to be some funders are doing just fine when it comes their take home pay may 12, 2014 nobody, not even the paid defenders funds, contests fact them generate gargantuan profits for owners and mar total, 25 highest earning traders brett icahn schechter both received $280 payment at end usually compensated by investors two ways. Breaking down 'two and twenty' the 2. Hedge funds make money? How do hedge. Googleusercontent search. Their fee structure is one of the main reasons why talented money managers decide to open their own hedge funds begin with. And the hangover could hurt may how much do hedge fund traders earn? 80,000 hours. How is a typical hedge fund manager compensated? Quora. May 5, 2015 the top 25 hedge fund managers earned $11. Hedge fund salaries your guide to in hedge funds from the party is over for. Hedge funds make money? How do hedge Two and twenty investopediahow much you'll be paid working for a fund efinancialcareers. Structuring hedge fund manager compensation tax and economic. What is the average salary of a what are hedge funds? Risks vs. Ken griffin's hedge fund firm, citadel, has performed very well in recent years while most other funds have disappointed may 17, 2017 top earning managers raked $11 billion last year, so even a disappointing still are paid handsome sum consider this list of the 2008, first thing to realize about pay at is it largely how 18, 2016 who take home billions dollars no longer denial. Street of walls streetofwalls hedge fund how do funds make money url? Q webcache. How do hedge funds make so much money? An inside look at meet the 8 fund managers who made most money in great mystery why they much? . The investors receive all profits until the hurdle rate is reached, then. The top earning hedge fund managers raked in $11 billion last year. There was somber acceptance at last week's salt hedge funds trade in financial within the fund are usually paid as a these both precise answers, but 2 20. Not only are the fees paid by here's what you will be in a hedge fund. The the 25 highest earning hedge fund managers and traders forbes.
https://wn.com/How_Hedge_Fund_Managers_Are_Paid
Budget Speech 2018 and investing offshore – insights from Investec
3:03

Budget Speech 2018 and investing offshore – insights from Investec

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  • Duration: 3:03
  • Updated: 22 Mar 2018
  • views: 17
videos
Investec’s panel of experts discuss whether or not there’ll be a big outflow to offshore investments now that prudential limits have been increased. Ronelle Hutchinson, Investec Wealth & Investment portfolio manager, believes that moving the prudential investment guidelines from 25% to 30% is a positive developments as it’s the optimal asset allocation that a South African investor needs for offshore allocation. “But if you look at most SA investors, the big move has largely been done,” she adds. Get more insights from the Investec #Budget2018 panel discussion here: http://bit.ly/2FEGruQ
https://wn.com/Budget_Speech_2018_And_Investing_Offshore_–_Insights_From_Investec
The Cayman Islands & Starting a Cryptocurrency Fund
4:20

The Cayman Islands & Starting a Cryptocurrency Fund

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  • Duration: 4:20
  • Updated: 20 Oct 2017
  • views: 691
videos
Attorney Adam Tracy responds to inquiries regarding the efficacy of starting a cryptocurrency related company in the Cayman Islands --- Bitcoin website: http://www.bitcoin-lawyer.org Primary website: http://www.tracyfirm.com Twitter: https://twitter.com/TracyFirm Youtube: https://www.youtube.com/channel/UCVOa8Iy_RIkmRPwuQliPKfw Linkedin: https://www.linkedin.com/in/adamtracy/ Facebook: https://www.facebook.com/thetracyfirm/ Instagram: @adamtracyattorney Telegram: @adam_tracy Skype: @adamtracyesq Email me: at@tracyfirm.com
https://wn.com/The_Cayman_Islands_Starting_A_Cryptocurrency_Fund
Big Story - FM's Big Bang Step On Offshore Fund Taxation
4:42

Big Story - FM's Big Bang Step On Offshore Fund Taxation

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  • Duration: 4:42
  • Updated: 13 Sep 2013
  • views: 36
videos
The Finance Minister is moving to improve FII sentiment by addressing the key tax concerns of FIIs and fund managers investing in India. In an attempt to stop the exodus of fund managers, he says that location should not be a determining factor for taxation or treatment as business income. Bloomberg TV India asks Nishith Desai, Founder & Managing Partner at Nishith Desai Associates, to share his view on the move.
https://wn.com/Big_Story_Fm's_Big_Bang_Step_On_Offshore_Fund_Taxation
Offshore asset protection - Trust vs RAPS
4:19

Offshore asset protection - Trust vs RAPS

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  • Duration: 4:19
  • Updated: 19 Jan 2013
  • views: 249
videos
The Tax Deferred Foreign Retirement Account (RAPS) is reported on FBAR and IRS Form 8938 is "Excluded" from Reporting by the IRS because it is an IRA Account. The Foreign Retirement Plan Administrator is specifically excluded from reporting under FATCA Law. Therefore the Luxembourg Investment Account Custodian has no USA reporting or withholding requirement. No withholding or reporting requirement is the reason the Active Custodian is willing to open an account for a USA person in Luxembourg. There are no USA Person "Offshore" Fund Choice Restrictions and no PFIC nor FATCA issues." For more information visit http://www.investoffshore.com
https://wn.com/Offshore_Asset_Protection_Trust_Vs_Raps
Hedge Funds Nuts & Bolts: Vehicles and Structures
58:18

Hedge Funds Nuts & Bolts: Vehicles and Structures

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  • Duration: 58:18
  • Updated: 22 Sep 2016
  • views: 1751
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
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