EFSI

The increasing interest in alternative investments from registered investment adviser (RIA) clients in the U.S. is driving a corresponding increase in the number of pooled investment funds that RIAs are launching themselves in order to access alternative investment strategies such as private equity and real estate that might have minimum capital commitments that are too high for just one individual client. Launching a private fund can seem like a natural progression for RIAs seeking to expand their offerings, grow assets under management, or pursue more sophisticated investment strategies. However, many RIAs enter this realm with misconceptions that can lead to operational, regulatory, and strategic challenges. Greg Poapst of Fundviews Capital LLC offers some insights for RIAs newer to the process in his article for our blog this month. Have a read at the link below. https://lnkd.in/emDUbey7 #alternativeinvestments #registeredinvestmentadvisors #fundlaunches #hnwi #platforms

Understanding performance in asset management goes beyond the superficial analysis of past returns. In an industry where the past is often seen as a predictor of future success (paradoxically and consistently countered by fund managers themselves in fine print), a deeper dive into what constitutes “good performance” is essential not only for managers looking to properly demonstrate their effectiveness, but also for allocators who need to understand where their money is going. Kevin Becker of Kiski Group explains more in his latest article for our blog - click the link below to read! https://lnkd.in/eXzTyd9q #alternativeinvestments #hedgefunds #performance #fundmanagers

Every money management firm, from the biggest to the just established smallest, has only limited resources — time and money — to spend on marketing beyond performance reporting. Misallocate and that is time and money that cannot be recovered. Misallocate and it could cost your firm double the time and money to recover from the misspend. Bruce Frumerman explains more in his monthly blog post - click the link below to read. https://lnkd.in/ehSAr7Ye #alternativeinvestments #hedgefunds #capitalraising #assetraising #marketing

Private equity-backed healthcare services organizations face a variety of complex challenges in today’s market. Many of these issues are beyond the control of financial sponsors, creating significant headwinds. Among the most pressing are increased regulatory scrutiny from state and federal authorities, particularly the Federal Trade Commission. In addition, the tightening of credit and liquidity in a high-interest-rate environment presents significant obstacles. The dynamics of supply and demand in healthcare further complicate the landscape. William R. Leighton, Jr., M.D., M.B.A. explains more in Headwinds Facing Private Equity-Backed Healthcare Services Organizations: Strategic Solutions for Improving Exit Outcomes, a guest article for our blog this week. Take a look! https://lnkd.in/eg3aUZ5u #alternativeinvestments #healthcare #privateequity

When you’re tasked with creating print materials for presentations, one of the first decisions to make is a tactical one; which type of marketing piece would be the most appropriate choice for communicating the content your executives need to deliver to a selected audience. Bruce Frumerman explains the nuances of the rationale behind the key document types in a hedge fund's investor relations toolkit in his latest article for our blog this month. https://lnkd.in/ethFN3ew #assetraising #capitalraising #hedgefunds #alternativeinvestments #investorrelations

Launching a private fund in the United States can be an almost daunting endeavor, fraught with regulatory hurdles, operational complexities, and significant time and financial investments. From hedge funds and private equity to real estate funds, the challenges are multifaceted, and the traditional route to launching a private fund can be a lengthy process, often taking anywhere from 6 to 18 months. That's why many emerging managers are turning to platform solutions, which can cut that time drastically. Greg Poapst of Fundviews Capital LLC explains more in his latest article for our blog. https://lnkd.in/e6Q9AvfC #alternativeinvestments #privatefunds #fundmanagers #emergingmanagers #assetmanagers

The experience of sophisticated investors over the years regarding hard to predict bad news — financial crisis, revelations of fraudulent behavior on the part of some money managers, and occasional poor industry wide performance among alternative strategy portfolio managers — have contributed over the years to extending the length of the selling cycle (the cycle through which a potential investor moves from prospect to allocator). The majority of hedge fund managers should look to greatly increase their level of communication with both current and potential investors if they wish to make it through the due diligence gauntlet of skeptical sophisticated investors. Frumerman & Nemeth CEO, Bruce Frumerman, explains more in his blog post this month. https://lnkd.in/d9J7bBbU #alternativeinvestments #assetraising #capitalraising #hedgefunds #fundadministration

EFSI Nominated Again in Hedgeweek’s Annual US Awards! For the second year in a row, EFSI has been shortlisted for an award in Hedgeweek’s US Awards program. Their annual awards recognize excellence among fund managers and service providers in the US across a wide range of categories. This year, EFSI has been nominated in the Administrator of the Year – Start-up & Emerging Funds category, which we won last year. Click the link below for EFSI Managing Partner, Anthony D. Mascia's thoughts on our latest awards nomination, and more details about how to vote for EFSI! https://lnkd.in/ea9uS7Tw #alternativeinvestments #hedgefunds #fundadministration #emergingmanagers

One of the stories of the private markets in recent years has been the explosion in growth of family offices. Some of those family offices allocate to third party fund managers, many in the private markets. Some of them simply invest from their own balance sheet, competing with private equity, real assets and venture capital funds for portfolio companies and hedge funds for more liquid investments. But one similarity with the private equity industry, for example, is the lower adoption of the use of third-party #fundadministrators to support their middle and back-office function. Anthony D. Mascia explains the benefits to #familyoffices of hiring a #fundadministration provider in his latest article for our blog - click the link below to read. https://lnkd.in/ej-V6TNM #alternativeinvestments #hedgefunds #privateequity #privatewealth

It should not be a surprise that transaction activity in the private equity industry has slowed in the past 12-18 months. On the buying side, higher interest rates have had the impact of making the debt that supports leveraged buyouts more expensive, reducing demand from buyout fund managers. On the selling side, PE shops looking to offload portcos have only brought assets to market that they felt would hold up from a pricing perspective, or if they had old vintage funds with very little assets left to liquidate. But with more than $1trn of dry powder on the sidelines, will PE firms end up being forced buyers? Fundviews Capital LLC Managing Partner, Greg Poapst, looks at that, and the outlook for PE deal activity in the second half of the year, in his latest piece for our blog. https://lnkd.in/eWtDqXmf #alternativeinvestments #privateequity #fundadministration