Asset Alliance
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Asset Alliance
Asset Alliance is a multi-faceted investment management firm, specializing in alternative investment management - specifically hedge funds and hedge fund products. Founded in 1996, Asset Alliance offers strategic opportunities for highly skilled hedge fund managers; provides advisory services to organizations worldwide; and manages investment products for high net worth and institutional investors.
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Asset Alliance Seeks To Allocate To Managers That Have Extensive Investment Experience

Asset Alliance Seeks To Allocate To Managers That Have Extensive Investment Experience | Asset Alliance | Scoop.it

Asset Alliance seeks to allocate to managers that have extensive investment experience, employ well-developed investment strategies, have in place strong risk management controls, strong internal operational controls, and significant personal investment in the funds that they manage. Our focus is on managers who are at an inflection point in their growth and who will thus provide the greatest upside potential.

The fund selection process starts by identifying the universe of emerging managers. Sourcing of potential managers can be made by all members of Asset Alliance through active contacts with prime brokers, referrals from other industry contacts and third party marketing companies, attendance at conferences and active market searches of attractive strategies.

Manager selection criteria

The criteria for investment in managers are set by an Investment Committee and a Structuring Committee comprised of senior members of the firm. These criteria are reviewed from time to time by both committees.
In general, successful investment candidates will have most, if not all, of the following characteristics:

1. Longer than one year track record
2. More than $25 million of AUM
3. Understandable and scalable hedge fund strategy
4. Attractive risk/return or substantially non-correlated return profile
5. Significant market interest in the strategy
6. Experienced management
7. Marketable team and process
8. Clear background checks
9. Fit with the Fund's existing managers
10. Manager's full cooperation to market the fund to potential investors

Our research team recognizes the importance of both quantitative and qualitative factors in the investment decision process. We will utilize a range of quantitative analytical methods and consider a number of qualitative factors. Examples of these include:

Quantitative Factors

- Annualized return since inception;
- Annualized volatility since inception;
- Sharpe ratio since inception;
- History of annualized return since inception;
- History of annualized volatility since inception;
- History of Sharpe Ratio since inception
- Maximum drawdown

Qualitative Factors

- Pedigree of the investment manager;
- Soundness of investment process;
- Strength of the Investment Team;
- Manager transparency;
- Fund terms;
- Operational best practices;
- Personal investment in the fund

Through this process, Asset Alliance will seek to invest in or affiliate with managers who have the greatest potential to produce returns for our investors in a broad range of market environments.

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Asset Alliance Understanding Managed Futures

Asset Alliance Understanding Managed Futures | Asset Alliance | Scoop.it

In a time of historically low bond returns and high realized and potential equity market volatility, two strategies that investors are turning to are commodity trading advisors (CTAs) and global macro hedge funds. In adopting these strategies, it is important for investors to distinguish the similarities and differences between these strategies. CTAs in a hedge fund portfolio can be both a complement to and a substitute for a global macro allocation.

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Asset Alliance Philosophy

Asset Alliance Philosophy | Asset Alliance | Scoop.it
We believe that significant value is created by fostering long term successful relationships between Asset Alliance, investors and managers. Experience, professionalism and dedication are among our...
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Bruce H. Lipnick Asset Alliance Executive of the Year in Investment & Financial Planning

Bruce H. Lipnick Asset Alliance Executive of the Year in Investment & Financial Planning | Asset Alliance | Scoop.it
Bruce H. Lipnick, Chief Executive Officer, Chairman and Founder of Asset Alliance, has been named a Worldwide Who’s Who Executive of the Year in Investment & Financial Planning. While inc...
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ASSET ALLIANCE EXPANDS PRIVATE PLACEMENT CAPABILITIES WITH HEDGE HARBOR

ASSET ALLIANCE EXPANDS PRIVATE PLACEMENT CAPABILITIES WITH HEDGE HARBOR | Asset Alliance | Scoop.it

Asset Alliance Corporation, a global leader in alternative investments, today announced the launch of Hedge Harbor, a private placement specialist business, through two wholly-owned subsidiaries of the company, Hedge Harbor Inc. and Hedge Harbor Limited.

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Asset Alliance The Seed Investors' Hedge Fund Opportunity - Bruce-Lipnick - Seeking Alpha

Asset Alliance The Seed Investors' Hedge Fund Opportunity - Bruce-Lipnick - Seeking Alpha | Asset Alliance | Scoop.it

Before the credit crisis, hedge funds had a strong run from the late 1990s through the early 2000s. During these boom years, anyone with a desk and a Bloomberg could call themselves a hedge fund manager. Now, the credit crisis has led to a massive exit of capital, cleared out many of these "hedge funds in name only," and also diminished the assets of good hedge funds with real growth potential.

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Asset Alliance Principal Components Analysis Of FoFs

Asset Alliance Principal Components Analysis Of FoFs | Asset Alliance | Scoop.it

Creating a Fund of Funds (FoFs) is predominantly being done on a bottom-up basis with top-down overlay conducted on the strategy level. The FoFs investment team usually formulate an outlook on the different strategies that they cover and from this make allocations to the hedge funds/strategies that are considered to best reflect their outlook. The portfolio construction is fine tuned by a discretionary call on the level of comfort of having different target weights for the different strategies, for example 35% in Equity Long/ Short, 15% in Event Driven, etc. In most cases FoFs have limits in terms of how much they can allocate to a specific strategy (as well as single manager).

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Asset Alliance Hedgies Get Seed Money - Bruce-Lipnick - Seeking Alpha

Asset Alliance Hedgies Get Seed Money - Bruce-Lipnick - Seeking Alpha | Asset Alliance | Scoop.it

Hedge funds that are short on cash but long on potential are getting financial help from institutional investors who provide seed money in return for a piece of the action, Bruce Lipnick, founder and CEO of Asset Alliance

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Asset Alliance The Seed Investors’ Hedge Fund Opportunity

Asset Alliance The Seed Investors’ Hedge Fund Opportunity | Asset Alliance | Scoop.it
While the credit crisis has wreaked havoc on the financial industry, it has also opened up new opportunities. With hedge funds in a state of repair and growth, institutional investors—and their a...
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Asset Alliance Evaluting Marketing Exposures

Asset Alliance Evaluting Marketing Exposures by asset_alliance in Finance, Business/Law, and asset alliance...
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ASSET ALLIANCE EXPANDS PRIVATE PLACEMENT CAPABILITIES WITH HEDGE HARBOR

Asset Alliance Corporation, a global leader in alternative investments, today announced the launch of Hedge Harbor, a private placement specialist business, through two wholly-owned subsidiaries of the company, Hedge Harbor Inc. and Hedge Harbor Limited.

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Asset Alliance Understanding Third-Party Marketers

Asset Alliance Understanding Third-Party Marketers | Asset Alliance | Scoop.it
Hedge funds, marketers and the JOBS ActMore than 1100 new hedge funds launched in 2011, according to Hedge Fund Research. In April, the Jumpstart Our Business Startups (JOBS) Act became law allowing hedge funds to ...
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Asset Alliance Arnold L. Mintz

Asset Alliance Arnold L. Mintz | Asset Alliance | Scoop.it
Arnold L. Mintz serves as President, Chief Operating Officer and Chief Compliance Officer of Asset Alliance. Prior to co-founding Asset Alliance in 1996, Mr. Mintz has served as a senior operating ...
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Asset Alliance Hedgeharbor Manager Platform

Asset Alliance Hedgeharbor Manager Platform | Asset Alliance | Scoop.it

The cornerstone of our business is to align our expertise with the interests of investors. Through Hedgeharbor's strategic relationships and international resources, institutional and high net worth investors are able to gain access to a broad range of high quality investment offerings. Hedgeharbor is dedicated to introducing its global client base to investments that are carefully screened to meet the individual criteria of investors.

Hedgeharbor Inc. and Hedgeharbor UK Ltd. are wholly-owned subsidiaries of Asset Alliance Corporation, a multi-faceted investment management company which acquires equity and revenue sharing interests in a diversified group of alternative investment management firms. As one of the pioneers in strategic growth capital for emerging managers, Asset Alliance has achieved significant expertise and experience in joint venturing with hedge fund managers.

As a result of the financial market changes experienced in 2008, Asset Alliance is positioned to participate in the development and growth of hedge fund managers and the industry at large. Asset Alliance has achieved attractive returns on its investments in hedge fund managers which it has seeded or acquired since its inception. Asset Alliance is uniquely positioned to take advantage of the next generation of strategic growth opportunities of the alternative investment management business. As a result of wide spread interest and demand in Asset Alliance's business model, the company has developed a platform for institutional participation as the expansion of the hedge fund industry is expected to continue.

Hedgeharbor believes that the vast majority of the risk and return in a multiple-asset-class portfolio is attributable to asset allocation. The following represents a broad illustration of major investment asset classes. Hedgeharbor seeks to provide investment opportunities in multiple asset classes based upon availability and market conditions. We also aim to broaden the universe of offerings as opportunities present themselves. Hedgeharbor strives to focus on managers within each asset class that have demonstrated a performance edge when compared to their peer groups and performance profiles that are superior to indices in their respective asset classes.

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Asset Alliance Manager Participation Fund

Asset Alliance Manager Participation Fund | Asset Alliance | Scoop.it
Hedge fund managers Recent exit of industry capital has created an opportunity to access a large pool of talented managers that are seeking strategic capital Asset Alliance is seeking to raise $250...
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Asset Alliance Privacy Policy

Asset Alliance Privacy Policy | Asset Alliance | Scoop.it
PRIVACY NOTICE FOR CUSTOMERS OF ASSET ALLIANCE ADVISORS, INC. AND INVESTORS IN COMPANIES MANAGED THEREBY This Privacy Notice relates to Asset Alliance Advisors Inc., its subsidiaries and its affili...
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Asset Alliance Corp Understanding Third-Party Marketers

Asset Alliance Corp Understanding Third-Party Marketers | Asset Alliance | Scoop.it

Hedge funds, marketers and the JOBS Act

More than 1100 new hedge funds launched in 2011, according to Hedge Fund Research. In April, the Jumpstart Our Business Startups (JOBS) Act became law allowing hedge funds to market directly to the public. Although the JOBS Act did not change the eligibility requirements for hedge fund investors, the law eases restrictions on marketing hedge funds to the general public by hedge fund managers.

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Asset Alliance Diversification: Can Less Be More? - Bruce-Lipnick - Seeking Alpha

Asset Alliance Diversification: Can Less Be More? - Bruce-Lipnick - Seeking Alpha | Asset Alliance | Scoop.it

Investors understood the benefits of diversification well before Harold Markowitz published his Nobel Prize‐ winning research in 1952. The old adage "Don't put all your eggs in one basket" predates Markowitz's work probably by centuries. Markowitz's contribution-and that of others in the field of portfolio theory-was to help investors quantify the diversification benefit they achieved by adding more investments to their portfolio.

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Asset Alliance CEO Bruce Lipnick Says Prop Trader Talent A Boon For Hedge Funds

Asset Alliance CEO Bruce Lipnick Says Prop Trader Talent A Boon For Hedge Funds | Asset Alliance | Scoop.it

With Wall Street banks facing new regulations that will severely curtail their prop trading businesses, many talented traders are weighing their options. One obvious route-start or join a hedge fund. But while it sound simple enough, not all traders are cut out to run a business.Bruce Lipnick, chief executive officer of Asset Alliance, an alternative investment firm that specializes in acquiring, seeding and growing hedge funds, explains the trend and tells us how the hedge fund industry will benefit.

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Asset Alliance Joint Venture With Prospect 33 To Market Its PARS Risk Transparency System.

Asset Alliance Joint Venture With Prospect 33 To Market Its PARS Risk Transparency System. | Asset Alliance | Scoop.it

Asset Alliance Corporation, a New York and London based Investment Management Company, announced today its agreement with Prospect 33, a New York and London based Information Technology Consulting practice, to co-market and offer to interested parties Asset Alliance's internally developed risk transparency software called PARS - Position Aggregation and Reporting System.

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Asset Alliance Corp Hedgies Divvy Up Fees - Bruce-Lipnick - Seeking Alpha

Asset Alliance Corp Hedgies Divvy Up Fees - Bruce-Lipnick - Seeking Alpha | Asset Alliance | Scoop.it

Hedge fund startups need help raising capital, and one way to attract seed investors is by making them partners, Bruce Lipnick, founder and CEO of Asset Alliance

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Asset Alliance Corporation Understanding Third-Party Marketers - Amazines.com Article Search Engine

Asset Alliance Corporation Understanding Third-Party Marketers - Amazines.com Article Search Engine | Asset Alliance | Scoop.it
Articles from BRUCE LIPNICK - Hedge funds, marketers and the JOBS ActMore than 1100 new hedge funds launched in 2011, according to Hedge Fund Research.
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Asset Alliance Principal Components Analysis FoFs

Asset Alliance Principal Components Analysis FoFs by asset_alliance in Finance, Business/Law, and asset alliance...
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Asset Alliance Corporation Focus On Emerging Managers - Bruce-Lipnick - Seeking Alpha

Asset Alliance Corporation Focus On Emerging Managers - Bruce-Lipnick - Seeking Alpha | Asset Alliance | Scoop.it

Asset Alliance What is an emerging manager?

The criteria for what makes a hedge fund an emerging manager can be different for each investor. Most investors would classify a manager as emerging based on the age of the fund (or the management company as a whole) or on the size of assets (or both). In a recent publication dealing with emerging managers,Barclays Capital defines criteria in terms of both size and age of hedge funds. "Small" managers in their study are under $100 millionin assets, while "new" managers have a track record of less than two years.

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Asset Alliance Michael Wu, CFA Executive Vice President

Asset Alliance Michael Wu, CFA Executive Vice President | Asset Alliance | Scoop.it

Michael Wu, CFA, is Executive Vice President at Asset Alliance where he serves as a member of the Asset Alliance Investment Committee and Transaction Structuring Committee. Mr. Wu leads business development and strategic business initiates within Asset Alliance. He is actively involved in identifying affiliate candidates and structuring and negotiating affiliation relationships and acquisition terms with potential affiliates and investment managers. He also serves as Executive Vice President of Asset Alliance Advisors, Inc. where he oversees the investments and research department. He oversees manager sourcing, due diligence and manager selection for Asset Alliance’s multi-manager products. Mr. Wu has had extensive experience creating customized multi-manager products, including multi-strategy, single strategy and multi asset class portfolios, for institutions and clients. In this role, Mr. Wu also oversees the structuring and origination of alternative investment linked structured products, including leveraged, tax advantaged and principal protected products. Prior to joining Asset Alliance in 2002, Mr. Wu was an investment-banking analyst in the Financial Institutions Group at J.P. Morgan where he covered the banking and insurance sectors on mergers and acquisitions and capital markets transactions. Prior to J.P. Morgan, Mr. Wu worked at Gimbel Asset Management, a global allocation asset management company. Mr. Wu received his Bachelor of Science in Finance and Economics with honors from the Leonard Stern School of Business at New York University and is a CFA Charterholder.

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