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Asset Alliance Hedgeharbor Manager Platform

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.

http://seekingalpha.com/instablog/3481171-bruce-lipnick/939861-asset-alliance-hedgeharbor-manager-platform

 
 

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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, 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.

http://seekingalpha.com/instablog/3481171-bruce-lipnick/939761-asset-alliance-seeks-to-allocate-to-managers-that-have-extensive-investment-experience

 
 

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Asset Alliance Hedgeharbor Multi-Faceted Investment Management Company

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 Launches Two Sales And Distribution Companies New York And London

  • Asset Alliance Corp launches two sales and distribution companies, Hedge Harbor, in New York and London, sees MENA markets as next focus for investors

    Investment management firm Asset Alliance Corporation, has expanded their initial foray into the investment placement and research arena with the launch of two sales and distribution companies. Asset Alliance, which launched Capintro Partners Limited in Dubai last year, will now have additional teams in both New York and London with companies Hedge Harbor Inc. and Hedge Harbor Limited. The three companies, which will work to cover opportunities in the largest global investment markets in the world, will be known collectively as Hedge Harbor.

    Hedge Harbor, designed as an investment placement company, will “represent best of breed managers across many strategies,” Arnold Mintz, Co-Founder and COO of Asset Alliance and Global Head of Hedge Harbor said. The company takes a consultant approach to the investment placement business. “We are involved in providing detailed analysis of the investment process, manager infrastructure, and the risk management profile. We provide a complete turnkey analysis of a managers skill set, capability, and performance. We only seek to represent a select few managers and work with them to achieve their goals of raising substantial assets from long-term investors.”

    Up and coming focus: MENA markets
    In a Deutsche Bank study released earlier this year, the Middle East/North Africa (MENA) region was deemed by those surveyed to be the likely top performing region in 2008 (Source). Mintz and Bob Stearns, Senior Managing Director of Hedge Harbor NY, echoed this opinion as they spoke with Opalesque. “Last year that region had very high, double digit returns and this year, while off from that performance, the region is still growth oriented and opportunistic, and benefits from the substantial wealth generated from oil exploration and oil wealth,” Mintz said.

    Stearns commented, “One of the interesting things about the MENA region is that it is much like the Gold Rush in the United States during the 1800’s”. “In the gold rush days a lot of money was made by the guys selling picks and shovels, it was an infrastructure play. A similar situation exists in the MENA region now – where you have a lot of oil money being reinvested into construction projects and technology and various other industries. It is an interesting play, without having the downside correlations of oil you have the benefit of the boom of the region.”

    Hedge Harbor currently represents a MENA fund. The manager, with approximately $100m in assets, runs a long/short equity fund, dedicated to the region. “They invest in a wide range of instruments including listed and unlisted equities, debt securities, options, warrants and other derivative instruments”.

    Expanding reach
    Hedge Harbor’s relationship with parent company Asset Alliance, which, together with its affiliate managers, has approximately $3.5bln under management and has been taking equity stakes in hedge funds since 1996, will also provide the opportunity of cross promotion between the two platforms. As Asset Alliance seeds new managers, Hedge Harbor will have the opportunity to review and evaluate them for possible early client investments, and those managers which Hedge Harbor finds may be evaluated by Asset Alliance for equity stakes.

    The Hedge Harbor team begins representing hedge funds, but expects to expand their business distribution capabilities into venture capital, private equity and real estate. Contact information: contact: Info@Hharbor.com

    http://seekingalpha.com/instablog/3481171-bruce-lipnick/897001-asset-alliance-launches-two-sales-and-distribution-companies-new-york-and-london

 

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Asset Alliance Understanding Managed Futures

  • 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.

    Overview of Managed Futures

    Managed futures strategies are the general category of investment strategies into which CTAs fall. These managers implement a wide variety of trading strategies, but the common element of each is that they apply these systems primarily to futures contracts, over the-counter spot and forward contracts (in the case of currencies) and less often, options on futures contracts.

    A key feature of these contracts is that they are very liquid. The futures contracts are traded on global futures exchanges where large numbers of buyers and sellers transact every day. The liquidity provides easy entry and exit of positions as well as lower transaction costs because of narrower bid-ask spreads. Lowertransaction costs can improve the performance of the strategy.

    Evolution of the Futures Markets

    The futures markets were originally a way for producers and consumers of commodities to hedge price risk in an economy weighted more heavily toward agriculture than it is today. As the United States and global economies have shifted away from an agricultural focus, so has the composition of the futures markets. As late as 30 years ago,the futures markets were heavily weighted towards agricultural products. By 1980, trading in financial products besides currencies was limited primarily to US Treasury Bill and Bond futures.

    More Reading at http://www.slideshare.net/Asset-Alliance/asset-alliance-understanding-managed-futures

 
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Posted by on July 25, 2012 in Asset Alliance, Bruce H. Lipnick

 

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ASSET ALLIANCE ACQUIRES EQUITY INTEREST IN MONARCH BUSINESS AND WEALTH MANAGEMENT, LLC

Asset Alliance Corporation, through its subsidiary, Asset Alliance Wealth Management, has acquired an equity interest in Monarch Business and Wealth Management, LLC. Monarch a financial and life management company founded by Barry Klarberg. Monarch represents professional athletes, internationally acclaimed entertainers and high net worth families.

“We believe that our two firms will provide a full-service platform to meet the special needs associated with Monarch’s clientele,” said Bruce Lipnick, Chairman & CEO of Asset Alliance. “Joining forces with Barry Klarberg, CEO of Monarch, the acquisition brings together a team of professionals with vast experience, integrity, and an understanding of how to preserve and increase the wealth of our clients.”

In conjunction with Asset Alliance Wealth Management, Monarch continues to offer clients a full suite of family office service and integrate those with the components of Asset Alliance’s distinct wealth management system. Monarch also seeks to continue to expand the scope of its business and wealth management services through synergistic partnerships and acquisitions of complementary businesses.

Klarberg was recently Senior Managing Director of Guggenheim Partners, LLC, heading up Guggenheim Wealth Services’ New York office. He began his career at Deloitte & Touche, where he was the firm’s National Director of Sports and Entertainment, before founding KRT Business Management. Barry authored “Winning Tax Strategies and Planning for Athletes and Entertainers,” a book considered to be a leading resource within the business management profession. He received a BBA in Accounting and a MS in Taxation from Pace University.

http://seekingalpha.com/instablog/3481171-bruce-lipnick/887041-asset-alliance-acquires-equity-interest-in-monarch-business-and-wealth-management-llc

 

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Asset Alliance Position Aggregation And Reporting System

Overview

Transparency – Allows analysts to extract gain more value from position level transparency

„ Interconnectivity – Aggregates data from a variety of sources, including prime brokers, administrators, data vendors, pricing services

„ Scalability – Can expand with changes mandated by market conditions and user demands

Key System Features and Benefits

Monitor risk characteristics of multiple accounts and various strategies The platform aggregates position level data for multiple portfolios and creates reports on a single manager level as well as a portfolio level.

Combine views from a variety of disparate sources

Positions and various descriptive data are downloaded via proprietary technology that links directly to all major prime brokers. Valuations can be added from a variety of third party pricing sources.

Flexible reporting system

Reports are posted daily on a secure Internet portal. Reports can be downloaded to a user’s computer, saved to a network drive or a hard drive, and printed out.

Add-on capabilities for customized analysis

Built-in ability to expand with changes mandated by market conditions and user

Comprehensive Reporting Functionality

Aggregation of holdings across prime brokers.

Reconciliation of holdings and market values between the prime brokers and managers.

Changes in holdings by sectors, instrument types, average beta, duration, etc.

Comparisons across managers showing investment and performance patterns.

Allocation and performance histories.

Distribution of reports using an Intranet

PARS software was developed in response to the global need for increased transparency for investment management professionals. Developed and used successfully in-house by an investment organization, the software combines an expanded level of position aggregation with enhanced reporting capabilities. PARS allows risk managers to extract more value from position level transparency and thus is a valuable tool in portfolio management process.

http://www.asset.hedgecowebsites.com/documents/Risk%20System%20One%20Page_Final.pdf

 

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