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Articles Found in "Financial Services - Hedge Funds"




February 25, 2014

Report: Capital Fundraising for Alternative Investment Funds

Capital fundraising is one of the most important and challenging tasks faced by alternative investment fund managers today.  For many managers, it is the hardest part of their job.  Current economic conditions and the vast array of investment products competing for investor attention have made the process of attracting new capital into private funds increasingly difficult. More

December 11, 2013

Starting a Hedge Fund as an Emerging Manager

Starting a hedge fund as an emerging manager. How hedge fund managers can demonstrate transparency, reliability and alignment of interests with their investors. More info for emerging managers starting a hedge fund. Raising start-up capital, hedge fund structure and strategy. More

December 03, 2013

Financial Services Insights – December 2013 - The Latest on the Trade or Business Issue for Investment Funds

Private equity funds and hedge funds trade or business issue. Example court cases of whether a private equity fund was engaged in a trade or business for purposes of ERISA. The tax code and regulations do not define when an activity constitutes a trade or business. More

October 08, 2013

Make Sure You’re in Compliance with the Custody Rule

Risk alert for non-compliance with the custody rule. The investment advisor needs to confirm that the fund auditor is independent and the auditor is registered with and inspected by the PCAOB. The hedge fund’s Financial statements prepared in accordance with U.S. GAAP. More

June 03, 2013

Preparing for FATCA: An in-depth discussion of the issues, timeline and action plan for funds

Info for private equity funds preparing for FATCA. Timeline and an action plan for funds preparing for FATCA. Private Equity Fund managers have these methods for becoming FATCA compliant. FATCA terms that all fund managers should be familiar with. More

February 18, 2013

New San Francisco Business Tax

Proposition E and the San Francisco gross receipts tax. Proposition E replaces the payroll tax with a gross receipts tax over a 5 year phase-in period beginning in 2014. Hedge Funds are generally exempt from the gross receipts tax. For more information on Proposition E and the San Francisco Gross Receipts Tax contact our tax services team. More

January 24, 2013

IRS Releases Final FATCA Regulations: Key Things for Investment Funds to Know and Consider in 2013

2013-01-24 On January 17, 2013, the Internal Revenue Service (IRS) released long-awaited final regulations on the Foreign Account Tax Compliance Act (FATCA). These regulations reflect the emerging prominence of Intergovernmental Agreements (IGAs) as a means for foreign funds and their investors to become  More

June 01, 2012

Financial Services Insights - June 2012 - Investment Fund Mid-Year Tax Update

Investment fund tax news including an increase in tax rates and the elimination of one tax bracket. Long-Term capital gains tax rate changes. The top rate for estate and gift taxes will increase. For more information on investment fund tax updates and FATCA contact EisnerAmper's Financial Services team.  More

April 30, 2012

The Pulse of Private Equity, Spring 2012 – Survey of Private Equity Executives

Views and Opinions of Senior Private Equity Fund Executives in the U.S. The Pulse of Private Equity looks at the amount of time that private equity fund professionals spend on fund activities. Private equity firms' projected activity for new acquisitions is up and their outlook for fundraising is optimistic. This survey is on deal flow, debt financing, venture capital fund activities  and more.  More

April 11, 2012

Dodd-Frank Bill - A Year and a Half Later Views From the Hedge Fund Industry

The Dodd-Frank Wall Street Reform and Consumer Protection Act has resulted in changes to the financial industry. The Dodd-Frank Bill focuses on the provisions affecting the hedge fund industry. The new provision requires funds with assets greater than $150 million to register with the SEC. This article discusses hedge funds and the Dodd-Frank Bill and registration with the SEC.  More

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